So You Want to Be an Insurance Agent

**Updated in 2024 and Revised Edition for New Insurance Professionals** So You Want to Be an Insurance Agent: A Step-by-Step Guide to a Successful Insurance Agency (3rd Edition)

Thinking about starting your own insurance agency? Wondering if this business is the right fit—or how to make it thrive once you begin? So You Want to Be an Insurance Agent is your complete guide to launching a successful agency from the ground up. This third edition has been updated for aspiring and new agency owners, offering the tools, insights, and systems you need to go from startup to sustainability.

Originally praised by industry leaders such as Dr. Robert Hartwig, President of the Insurance Information Institute, and Michael Gerber, author of The E-Myth, this book has become a trusted resource for those entering the insurance industry with entrepreneurial goals.

Inside, you’ll find:

• A personality assessment to help determine if agency ownership is right for you
• Updated licensing guidelines and regulatory insights
• A full business plan template tailored to the insurance field
• Essential documents like employee contracts, handbook samples, and operational forms
• A proven framework to recruit, train, and manage a high-performing team.

Whether you're just starting out or still deciding if this path is right for you, this guide equips you with everything you need to build a business—not just write policies. NOTE: If you're already an experienced agency owner or looking to take an existing agency to the next level, check out the 4th Edition (blue cover), updated in 2024 with advanced strategies for growth and legacy planning.

©2013 Jeffrey L. Hastings (P)2014 Jeffrey L. Hastings

Yes! This book!

This book is going to be my official backup mentor in this new journey!!! Thank you much. I also ordered the hard copy to keep going back on!

Good for me.

I thought it was a good book ro listen to.Just so happens that i am studying to take my pre licensing exam for life insurance. I learned some .

Awesome!

Very helpful book and a great way to measure success in this field. Loved it

the official insurance business bible

I was actually very impressed by this book! it explained everything in detail. far from boring but extremely educational. highly recomeneded.

I would read it again.

This book contains a myriad of good advice for potential and current insurance agents. It also offers guidelines to follow as well as sources of outside reference. Although the without references P&C insurance and I am a L&H agent I can still relate to much if this book.