This document provides steps for carriers to get a direct carrier appointment, including writing a business plan to define your business goals, analyzing target carriers by reviewing their websites and minimum requirements, and contacting the provided phone number and email for additional support. It recommends writing a business plan using online templates and samples, researching carriers' requirements and if they are accepting new agents in your niche before applying, and notes that taking these steps is worth the time and effort to successfully obtain a direct carrier appointment.
2. WRITE AND DEFINE
YOUR BUSINESS PLAN
Its shows carrier that you
know where your business is
going.
You can take help from many
resources online with detailed
and professional plans which
includes samples and
templates.
3. ANALYZE YOUR
TARGET CARRIERS
Take a look at their website and products.
Find out - whats their minimum requirements
Before approching your carrier , don't forget to
- if they're accepting new agents
- whether they serve your fav niches
IT'S WORTH YOUR TIME !