WE’RE A TEAM OF PEOPLE WITH SHARED PASSION AND VALUES

At ACE Team, we provide not only comprehensive training programs but also support you in establishing your own brand as an insurance agent. You’ll receive step-by-step guidance from start to finish, including industry updates, agent portal training, case submission processes, marketing support, and customer service assistance.

LET’S WIN TOGETHER

freedom to transform

Start Your Independent Insurance Agency

Starting your own insurance agency gives you the freedom to partner with multiple insurance companies and offer a broader range of products to your clients. This flexibility is one of the significant differences between captive agencies and independent agencies. Like any other business, a successful start requires thorough preparation and careful planning. Let’s explore how to begin your journey with ACE Team and discover the exclusive benefits we offer.

Have A Business Plan

The first step is understanding the fundamentals of running a business. A solid business plan will keep your goals and objectives clear, helping you identify your target market, outline your strategies to reach them, and maintain your book of business.

Build Your Industry Knowledge

It’s a plus if you have several years of experience as a professional insurance agents. However, it’s not a requirement. You can still start your agency by developing a strong understanding of how the industry works. With that in mind, one of the ACE Team’s benefits is to provide comprehensive training and learning programs for members, helping enhance their business foundation.

Meet Licensing requirements

You’ll need to obtain proper licenses to legally operate. There are also several business registration and licensing requirements to consider. When you join the ACE Team, you’ll have access to resources and guidance on how to secure your license if you haven’t already done so.

Improve Your Sales and Marketing Skills

Strengthening your sales and marketing abilities is crucial to growing your agency. The ACE Team provides the tools and support you to develop these skills effectively.

Build Your Customer Service System

Excellent customer service is key to making your agency stand out and boosting word-of-mouth marketing and referrals. Customer satisfaction and endorsement are always the best methods of advertising your business. In today’s rapidly changing technological landscape, it’s essential to have a strong customer service system. The ACE Team offers a turnkey customer relationship management (CRM) system, which simplifies client management and supports service throughout the entire policy lifecycle. With these tools and valuable solutions, the ACE Team allows you to focus on what matters most: meeting your clients’ needs and increasing your sales.