The goal of this group is to equip the next generation of health, life, and P&C agents and owners with the tools, resources, and systems needed to acquire clients, build their books, and grow their agencies. You'll notice we have 5 channels in the Community: - General - for sharing anything in general with the community - Questions - for any questions you need help answering - Wins - for sharing your wins, no matter how small! - Articles - for sharing useful articles, blog posts, or other content - Insights - for sharing data driven insights on agents and agencies ------------- Step 1: Introduce yourself in THIS (new) thread below! (✄ copy/paste template 👇) What’s your name? Where are you from? What are you working on? ------------- Step 2: Please use the poll attached to this post so that we can understand what kind of agent you are. ------------- Step 3: Scroll through posts, read, and engage with others! Shoot me a DM if you have a question or just want to say hello. Most importantly, continuing winning in life!

Hello! Welcome to AgentVia, pathways to professional connections and growth! The community has opened with a focus on health & life agents but P&C folks may also join since there's often synergy between the two. We'll be working towards having a good balance with experienced agents that specialize in various lines of coverage to help guide others that have similar focuses. The goal of this community is to help Newly Licensed Agents and Insurance Professionals maximize opportunities through networking, knowledge sharing, and access to specialized resources. I’m so glad to have you here! Step 1: Introduce yourself using this Copy/Paste Template: 1. Your name? 2. What city and county are you in? 3. What insurance segment(s) are you in?* 4. Do you focus on specific types of insurance?** *Insurance Segments: 1) Health & Life, 2) Property & Casualty, and/or 3) Financial Guarantors **Types or Lines of Coverage: - Individual, Medicare, or Group - Whole, Variable, or Universal Life - Auto, Home, or Commercial - Corporate or Personal Guarantees Some Guidelines to Keep Things Clean: 1) No Self Promotion 2) No Selling in the DM's 3) No Spamming the Community Feed See you in the comments!

Hello to you! I am a newly licensed agent in the State of Florida! I am so excited about this journey and am here because I want to grow! I believe I’ll learn a lot from interacting with you……😻😻😻

1. Obtain Necessary Licenses: Research Requirements: Understand Florida’s licensing requirements for health and life insurance agents. Complete Pre-Licensing Education: Enroll in and complete state-approved pre-licensing courses. DO YOUR RESEARCH! Pass the Exam: Schedule and pass the state licensing exam for INSURANCE. 3 Key points: (BE 18 YEARS OLD…PAY THE FEE…PASS THE TEST) 2. Choose a Specialization: Research Market Needs: Assess the demand and opportunities in Florida to determine where you can offer the most value. Research Market Needs: Assess the demand and opportunities in Florida to determine where you can offer the most value. 3.Develop a YOU Plan: Set Clear Goals: Define short-term and long-term objectives for your insurance career. Create a Strategy: Outline how you will attract and retain clients, including marketing tactics and networking efforts. Be cautious when purchasing leads or relying on lead generation services. Instead, prioritize investing in SEO for better long-term results.

Getting Focused is all about-Visualization for success which involves creating a vivid mental image of your desired outcomes to help achieve your goals. By clearly imagining the process and the end result, you can enhance motivation, focus, and confidence. This mental rehearsal helps in setting a positive mindset, preparing you to overcome challenges and stay committed to your objectives. Essentially, it's about picturing success so vividly that it becomes a tangible target, guiding your actions and decisions toward achieving it. You’re on your way, the hardest part is to start and you’re already here. Congrats! Embarking on a new lifestyle often requires a clear roadmap to ensure change and success. Whether you’re looking to enhance your skills, or achieve a specific goal, breaking down the journey into manageable steps can make all the difference. In the following guide, I’ll walk you through eight essential steps that will provide you with a structured approach to reaching your objectives efficiently and effectively. Let’s dive in and explore how each step contributes to your overall success. DISCIPLINE + FOCUS + ACTION = SUCCESS 1. Obtain Necessary Licenses: 2. Choose a Specialization: 3. Develop a YOU Plan: 4. Build Your Knowledge Base: 5. Establish a Professional Network: 6. Develop Marketing and Outreach Strategies: 7. Provide Excellent Customer Service: 8. Evaluate and Adjust: By following these steps, you’ll set a solid foundation for a successful career in the insurance business in Florida.