Onboarding Package
Launch your insurance agency with clarity, compliance, and confidence.
Starting a new agency means more than just getting licensed — it means setting up a business that’s ready to operate from day one. This onboarding package is designed to take care of the administrative heavy lifting so you can focus on building relationships and generating revenue.
🔧 What’s Included:
Business registration with your Secretary of State
DBA (Doing Business As) filing
EIN (Employer Identification Number) application
Registered Agent services for one year
Insurance agency licensing application support
QuickBooks Online (QBO) setup for your agency finances
Secure onboarding form to gather all your info
Timeline: setup typically completed within 7–14 business days
💡 Note:
State filing fees are not included in this flat rate and will be billed separately after we review your onboarding form. These fees vary depending on your state and filing requirements.
Launch your insurance agency with clarity, compliance, and confidence.
Starting a new agency means more than just getting licensed — it means setting up a business that’s ready to operate from day one. This onboarding package is designed to take care of the administrative heavy lifting so you can focus on building relationships and generating revenue.
🔧 What’s Included:
Business registration with your Secretary of State
DBA (Doing Business As) filing
EIN (Employer Identification Number) application
Registered Agent services for one year
Insurance agency licensing application support
QuickBooks Online (QBO) setup for your agency finances
Secure onboarding form to gather all your info
Timeline: setup typically completed within 7–14 business days
💡 Note:
State filing fees are not included in this flat rate and will be billed separately after we review your onboarding form. These fees vary depending on your state and filing requirements.
Launch your insurance agency with clarity, compliance, and confidence.
Starting a new agency means more than just getting licensed — it means setting up a business that’s ready to operate from day one. This onboarding package is designed to take care of the administrative heavy lifting so you can focus on building relationships and generating revenue.
🔧 What’s Included:
Business registration with your Secretary of State
DBA (Doing Business As) filing
EIN (Employer Identification Number) application
Registered Agent services for one year
Insurance agency licensing application support
QuickBooks Online (QBO) setup for your agency finances
Secure onboarding form to gather all your info
Timeline: setup typically completed within 7–14 business days
💡 Note:
State filing fees are not included in this flat rate and will be billed separately after we review your onboarding form. These fees vary depending on your state and filing requirements.