How to become an insurance agent

Steps to Becoming an Insurance Agent: Your First 90 Days at Farm Bureau

Once you complete the Agent Development Program, it’s time to start thinking about your goals and next steps as a contracted, full-time insurance agent. In the final part of our three-part series about becoming an insurance agent, we’ll take a look at some of the things new insurance agents can do in their first 90 days to prepare to transition to a contracted Farm Bureau agent.

How Hit the Ground Running Once You Become an Insurance Agent

Like most professions, it’s important to find a professional mentor you can turn to for advice or ask questions. Luckily, all new Farm Bureau agents are paired with an Agency Manager who will be your guide as you’re getting started. They’ll share insurance industry knowledge and trends, know common practices utilized at Farm Bureau Financial Services and can provide you with professional advice and real-life experience.

Your Agency Manager will be by your side to tackle any questions you may have and offer lessons they’ve learned from their past experiences as an agent. After all, Agency Managers have years of experience in the industry and are happy to pass along their knowledge to help new agents thrive while achieving their goals.

If you should need any additional help or information, you’ll also have a team of underwriters, sales associates and other agents to lean on!

Where will you work?

While many agents choose to open their own offices, Market Development Centers are an option for new agents located in one of our target growth areas. Market Development Centers give you the opportunity to work in an established office on day one so you can focus on selling insurance products instead of managing an office. You’ll have a company-owned storefront to use as an office to facilitate meetings, complete with office equipment and supplies.

Agents who work at Market Development Centers are expected to meet certain financial and production requirements that are made to set them up for success in the future. If you’re becoming an insurance agent in an area with a Market Development Center, your Agency Manager will help you decide whether to choose this route for your business.

Growing Your Prospect List for Success

A great place for new insurance agents to start when looking for potential clients is family and friends. Most people want to get insurance through someone they trust and can turn to when they need it. Begin by asking the people you’re close with if they have insurance, if they’re happy with their current plan or if there have been any recent changes that would prompt them to switch the type of plan they own.

For clients that won’t be as easy to win over as your family, your Agency Manager will be an excellent resource for advice to expand your list of potential clients. They’ll offer tips to help you seal the deal when you meet with future clients to discuss their insurance options.

Promote Yourself in Your Community

An important step to becoming a successful insurance agent is letting your community members know that you are there to help protect their livelihoods and futures. In good times and in bad times, your job is to be there for your neighborhood to cover what matters most to them. You’ll want to spread the word by utilizing some of the marketing materials that Farm Bureau offers, and use these to meet more people who might be interested in the insurance opportunities you’ll have to offer. Here are a few common ways our insurance agents get involved in their communities:

  • Volunteer for a cause you’re passionate about
  • Attend networking opportunities
  • Join local clubs or activities to meet new people
  • Coach a local sports team
  • Attend community events
  • Sponsor school events or local little league teams

Another essential tool you should utilize as a new agent is your Farm Bureau agent website. More and more people are turning to online search engines when they need something, so if someone near you is looking for insurance online, you’ll want a website to help you gain leads. Farm Bureau will help you set up an agent website you can use to promote the latest insurance policies you offer, tell potential clients more about yourself and inform them of the best ways to contact you if they’re interested in meeting.

How will you land sales?

New agents will receive additional support and training within the first 90 days of being a contracted agent. One of the perks of the agent educational classes is their flexibility to work around your busy schedule. The ongoing sales training will continue throughout your time as an agent to help make sure you’re always on top of the latest insurance industry trends.

Additionally, new agents are guided on insurance sales tactics by meeting with a Farm Bureau Sales Coach. These team members want to see each new agent succeed and will work with you to set up a custom plan to sharpen your sales skills. Depending on what areas you need more advice in, your Sales Coach will assist with prospecting, marketing and more to make sure you kick your business off on the right foot.

Welcome to the Farm Bureau Financial Services Team!

During your first 90 days as a Farm Bureau insurance agent we want you to know that you’re a valuable part of our team! We saw something promising in you during our Agent Development Program and want to invest in you to help you succeed. We want you to know that there are plenty of opportunities for support when you join Farm Bureau.

More Articles In the Steps to Becoming An Insurance Agent Series:

 

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