Agent Resources
Everything you need to build your agency and serve your clients with excellence
Setup & Compliance
(Laying the Foundation, Contracting & Pre-Licensing)
Get licensed, contracted, and compliant so you can start selling with confidence.
Learning & Development
(Training)
Master the skills and knowledge you need to build a successful insurance practice.
Daily Operations
(Your Systems, Calling, Casework & Presentation)
Essential tools and processes for managing clients and closing business.
FAQ's
How much money can I expect to realistically make as a new insurance agent?
Income varies greatly, but most new agents can expect $30,000-$50,000 in their first year while building their client base. Top performers often earn six figures within 2-3 years through residual commissions and agency growth.
How long does it take to get licensed and start selling?
The licensing process typically takes 2-4 weeks, including pre-licensing education, state exam, and background check. You can start selling immediately after passing your state exam and completing company onboarding.
How many calls should I be making each day to be successful?
Aim for 20-30 qualified contacts per day initially. Focus on quality conversations rather than just volume. As you build relationships and referrals, you'll need fewer cold calls and more time for appointments.
Should I focus on one type of insurance or try to sell everything?
Start with life insurance and build from there. Once clients trust you with their life insurance, they'll often consolidate all their coverage with you. Master one product before expanding to others.
What's the biggest mistake new agents make in their first 90 days?
Not staying consistent with daily activities. Insurance is a numbers game early on - make your calls, book your appointments, and trust the process. Many new agents get discouraged and reduce activity right when momentum is building.
Is it really possible to build a multi-million dollar agency and create generational wealth in the insurance business?
Absolutely. PacWest Agency itself is proof - we've grown to a multi-million dollar agency, and many of our leaders have built substantial agencies within our organization. The insurance business offers unique advantages for wealth building: residual income that compounds over time, the ability to recruit and build your own team, and multiple revenue streams from personal production, overrides, and agency ownership. Unlike most businesses that require massive capital investment, you can start with leads and grow systematically. The key is thinking beyond just personal sales - successful agents build systems, develop leaders, and create businesses that generate income whether they're working or not. With proper planning, your agency becomes an asset you can pass to your children, creating true generational wealth. Many of our top producers have built agencies worth millions that continue paying their families long after they step back from day-to-day operations.