Your Roadmap to Independence
Whether you’re starting from scratch or transitioning from a captive agency like Farmers or State Farm, IIABCAL is here to help guide you every step of the way.
1
Explore Independence
Is going independent right for you?
- Captive vs. Independent
- Define Your Vision
- What happens to your book of business or client relationships?
- Research the California Market
2
Build Your Business Plan
Turn your idea into a workable plan.
- Business Structure
- Startup Budget
- Revenue Goals
- Marketing Strategy
3
Form Your California Agency
Set up the business and meet California requirements.
- Register Your Business
- Obtain EIN
- California Business Entity License
- Secure E&O Coverage
4
Gain Market Access
Build the carrier relationships you need to write business.
- Carrier Appointments
- Aggregators & Clusters
- MGAs & Wholesalers
- IIABCal Market Resources
5
Build Your Agency
Put the technology and operational tools in place to run your business.
- Agency Management System
- Comparative Rating
- CRM
- Accounting
- Cybersecurity
6
Launch & Market
Establish your presence and start reaching prospective clients.
- Website
- Google Business Profile
- Referral Marketing
- Social Media
7
Grow Your Agency
Strengthen your business and expand opportunities.
- Continuing Education
- Build Your Team
- Commercial Growth
- Sales & Retention
8
Stay Connected
Tap into resources and relationships to support your ongoing success.
- IIABCal Membership
- Advocacy
- Legal Resources
- Networking & Events
🏁 YOU’RE READY TO LAUNCH!
SUCCESS!
Welcome to California’s Independent Insurance Community