{first_name},

We firmly believe that by not having a plan, is a plan to fail. We want you to be able to make the move to CIA as seamless as possible. Here’s the ideal timeline that we’ve created that sets an agent up for success before they even start writing policies.
 
Desired start date: Prefer no less than 8 weeks from contract to launch date if possible
  • Week 1: Down payment, signed contract, business plan. These 3 items initiate the onboarding process
  • Week 2: Onboarding with Paige Mitchell
  • Week 3: Welcome call with us and Shawn Michael Walker (Senior Vice President of PGI who oversees carrier relations)
  • Weeks 4-7: Becoming comfortable & confident with new carriers & platforms, training via Online University, along with one-on-one training with your dedicated trainers
  • Week 8: Launch your independent agency with confidence with the ability to start writing business on day 1
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"I find that the harder I work, the more luck I seem to have."

- Thomas Jefferson
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