Starting an Insurance Agency? These 5 Things Decide If You Make It

Starting an Insurance Agency? These 5 Things Decide If You Make It

April 22, 2026 · 46 min · Episode 17

About this episode

The episode discusses five critical factors that influence the success of new insurance agencies in their early stages.

Starting an agency is exciting, but the first 12 to 24 months can also expose every weak spot in a business plan. In this episode of Agency Ascend, Chad Brumet, Chris Sterlacci, Jessica McBurney, and special guest Mindy Monaco, Director of Agency Development at CAA, break down the five things successful agencies do early to build real momentum. The conversation covers why having a plan matters, how to avoid drifting, and why early-stage owners need more than just hustle to get traction. The t...

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