FAQ
What is an independent insurance agent?
An independent agent is someone with access to multiple insurance companies which allows them to sell a variety of insurance products through those carriers.
Does Secure American provide a system to keep track of customers?
Yes, our agency utilizes the EzLynx management system and comparative rater, which provides our agents with a system to enter customer information, see customer's policies, and keep track of their growing book of business.
Will I have access to carriers immediately after I choose to join the Secure American team?
Yes! Secure American Insurance stands out by providing agents with:
- Full access to our comprehensive carrier suite, including premium carriers, immediately after onboarding
- No production requirements or waiting periods to access top-tier carriers
- Ability to offer clients the best coverage options from day one
Unlike competitors who often:
- Restrict access to premium carriers
- Impose production quotas before granting full carrier access
- Use fine print to limit new agents' carrier options
We believe empowering our agents with unrestricted carrier access from the start accelerates their business growth and allows them to best serve clients' needs. Our approach eliminates barriers and enables agents to hit the ground running with Secure American's full resources at their disposal.
Do I need to have a CSR or office support staff when I sign-on with Secure American?
Although not required, a CSR and/or office step is a tremendous help during the transition process. Staff is also an imperative part of helping an agent focus on selling insurance and building their business and not spending a lot of time on quoting, servicing, and handling small operational details. All parts of the agency operations and growth are important, however, having people dedicated to each area is a very important part of the being able to grow your agency quickly and successfully.
Does Secure American have a system to keep track of customers?
Yes, we do! Secure American uses EZLynx, an innovative, industry-leading insurance agency management system. This comprehensive platform offers:
- Best-in-class management tools
- Personal lines comparative rater
- Integrated CRM system
Designed specifically for independent insurance agents, EZLynx is an all-in-one solution that streamlines your workflow, allowing you to accomplish more in less time. Key features include:
- Customer tracking
- Policy servicing
- Pipeline management
- Comparative quoting
All Secure American agents utilize this user-friendly system, which helps you efficiently manage every aspect of your insurance business. With EZLynx, you'll have the tools you need to succeed in today's insurance market.
As an agent, am I responsible for accounting duties?
No, you won't have to handle accounting tasks! At Secure American, we've addressed one of the major issues faced by agents in traditional insurance companies: the burden of accounting responsibilities. We've designed our system to free you from these tasks, allowing you to focus on what you do best - serving clients and selling insurance.Here's how we simplify the process:
- Direct Billing: The majority of our carriers bill customers directly, eliminating your involvement in payment collection.
- Agent Bill Policies: For policies or carriers that require agent billing, our professional accounting team manages all billing and payments on your behalf.
- Commission Processing: Our accounting team handles all commission-related paperwork and processing. You can rely on receiving your commission on time, every month, without fail.
By entrusting these financial tasks to our team of accounting professionals, we ensure accuracy, compliance with best practices, and timely execution. This approach allows you to concentrate on growing your business and providing excellent service to your clients, without the distraction of administrative financial duties.
How long does on-boarding training last?
Our comprehensive onboarding program typically takes 5-7 business days, tailored to each new agent's needs. Once completed, you're ready to begin your journey with us.At Secure American Insurance, we understand that ongoing training and support are crucial for success. Unlike our competitors, we don't stop at initial onboarding. We offer:
- Continuous training opportunities
- Ongoing mentorship
- Unlimited support
We're committed to your success and believe you should never have to navigate challenges alone. Our industry-leading training program is designed to provide all the resources you need to thrive.Our track record speaks volumes:
- 96% success rate (the remaining 4% represents retired agents)
- 0% failure rate among active agents
In contrast, the insurance industry typically sees:
- 30-50% success rates
- Failure rates as high as 75% in some cases
Even when our founder, Joe Duncan, worked with traditional insurance companies, he achieved an 81% success rate compared to the company average of 20%.Choose Secure American Insurance for unparalleled training, support, and your best chance at a successful insurance career.
Will I have marketing support?
Absolutely! Our comprehensive marketing support is one of the most valuable assets we provide to our agents. This support consists of two key components:
- Extensive Marketing Training:
We offer in-depth training on modern marketing techniques, including digital marketing strategies, social media management, and traditional marketing methods tailored for the insurance industry. - Access to Marketing Resources:
Our team has spent extensive time vetting a wide range of professional services and tools to help you effectively promote your business:
a) Graphic Design: Custom-designed marketing materials that align with your brand and target audience.
b) Templates: Ready-to-use, professionally designed templates for various marketing materials, saving you time and ensuring consistency.
c) Guided Social Media Marketing:
- Facebook marketing strategies and content creation
- Instagram post ideas and best practices
- LinkedIn networking and content strategies
- Twitter engagement techniques
d) Landing Pages: Custom-designed, high-converting landing pages for your specific campaigns or products.
e) Monthly Marketing Materials: New, customized marketing content each month to keep your messaging fresh and relevant.
f) Personalized Marketing Collateral: Tailoring of marketing materials to your specific brand, target market, and local area.
g) Email Marketing Support: Templates, strategies, and best practices for effective email campaigns.
h) Content Creation: Blog posts, articles, and social media content to establish you as an industry expert.
i) SEO Guidance: Strategies to improve your online visibility and attract more potential clients.
j) Video Marketing: Assistance with creating and optimizing video content for various platforms.
Our goal is to equip you with top-tier marketing resources and knowledge, allowing you to easily and effectively market your business, attract new clients, and grow your insurance practice. With our support, you can focus on building relationships and selling policies while we handle the complexities of marketing strategy and execution.
Am I required to have an office space?
No we don't require our agents to have a rented or owned office space. Home offices are acceptable as long as the agent has the proper office equipment and can maintain a professional environment.
How long will it take for me to book my first client?
100% of our agents have booked their first client within 5 business days of completing our training program.