Agency Launch - Support for Startup Agencies
Starting an independent agency is exciting—but it can also be overwhelming. That’s why the Independent Insurance Agents of Wisconsin created AgencyLaunch: a one-stop program designed to give new agencies the tools, resources, and support they need to
thrive from day one.
With AgencyLaunch, you will receive
- Dedicated guidance and support tailored for start-up agencies.
- Access to proven resources that help you build a strong foundation.
What this unlocks
- Fewer barriers when getting started.
- Faster progress with a clear path and practical tools.
- Support across key areas as you grow.
We are here to eliminate barriers and accelerate your agency’s success. From financial systems to carrier access, marketing to education, you’ll have a trusted partner in the IIAW every step of the way.
Please note, some resources mentioned below are available for an additional fee.
Support Available through Agency Launch
Startup support for your independent insurance agency.
Financial Resources
- Establish a sound financial framework (chart of accounts, budgeting, cash flow forecasting).
- Access to outsourced bookkeeping services.
- Small business financial resources (Security Financial Bank).
- Premium finance options to support cash flow and client needs.
- Staff support for training, assistance, and ongoing guidance.
Technology Support
- Access to technology tools, guidance, and support through Catalyit.com
- Learn which tools to invest in, why they matter, and how they can make running your agency simpler and more efficient from day one (AMS, CRM, payment processing, e-signature, ACORD, rating platforms, AI tools, phone system,
data tools and more).
- Staff support to help you stay on track.
Marketing Your Agency
- IIABA Trusted Choice resources including marketing tools, advertising materials, website analysis tools, reimbursement funds, Google Analytics, SEO, and social media marketing.
- Branding package and style guide development.
- Professional graphic design assistance.
- Marketing staff support for execution and strategy.
Carrier Access
- Gain access to insurance carriers through IMS/Semsee, Big “I” Alliance, and other market access partners.
- IIAW can help facilitate introductions to insurance carriers.
- Big “I” Personal Umbrella offers members exclusive access to RLI’s stand-alone personal umbrella.
- Resources to assist with direct carrier appointments or joining an aggregator.
Agency Operations Guidance
- Workflows, procedures, checklists, and templates.
- Business planning tools, HR and legal resources.
- Market intelligence to stay competitive.
- Personalized consulting and operational guidance.
- Access to employee compensation guidance and analytics.
- Legislative and regulatory advocacy and guidance.
Insure Your Agency
- Member-exclusive Errors & Omissions coverage.
- Data breach/cyber liability protection.
- Employment Practices Liability Insurance.
- Staff support for agency risk management and policy needs. Work with staff in Wisconsin who directly understand your business.
Education Resources
- Pre-licensing resources – obtain your Property & Casualty and Life & Health insurance license.
- Free continuing education through The Institutes.
- Professional designations (CPCU, AINS, and more).
- Training & development with My Agency Campus, The Institutes, ABEN, and IIABA.
Networking Events
- InsurCon – Wisconsin’s largest insurance agent conference.
- Technology conferences.
- National leadership conferences.
- Women in Insurance events.
- Emerging Leaders program.
- State & national legislative conferences.
- And more opportunities to connect and grow.
Please Note: Some of these services are included in an IIAW agency membership as a member benefit. Other services may require additional fees.
|
