How to build up your insurance agency – starting with the office!

The paint is fresh, and the sign is new – you’re about to open up your insurance agency. Your staff feels good about the training that they’ve received from the independent insurance agent network. Your new agency is off to a great start!

Having the big things in place (like employees and training) are critical. However, the smaller, often forgotten about items, should be on your list, too. While the humble paperclip may seem inconsequential, simple items are vital to keep your agency running efficiently.

To give you a run down of what your agency should start with – even before opening the doors – here is a nifty list!

Items to buy in bulk: 

  • Paper (be kind to the environment and buy recycled paper)
  • Envelopes
  • File folders
  • Ink and toner
  • Legal pads for note-taking
  • Pens and highlighters
  • Staples and paper clips
  • Sticky notes
  • Calculator

Office essentials: 

  • Desk or wall calendar to schedule team meetings or client calls
  • File sorter
  • Shredder
  • Stapler
  • Filing cabinet system
  • TV screen or projector for the conference room

Everything from having the right notes at the right time to joining an independent insurance agent network can benefit your business. Get started by joining Advantage Partners Network today. Learn more about how we can help you and your agency.