Fractional Insurance Advisor

What You'll Do:

• Know-how on Agency Structure and Licensing: Entity setup, the DRLP arrangement, and the order to sequence multi-state licensing.
• Guide Aggregator and Carrier Strategy: Which aggregator to sign, which carriers to pursue first, and how to handle carriers who decline to appoint us.
• Call the Vendor Decisions: AMS, comparative rater, and data providers—tell us when a choice is wrong before we build on top of it.

Who You Are:

• You are the person insurance operators call when they're about to make an expensive mistake.
• You've built or run an agency yourself, and you’re an expert.
• Your knowledge is current—you know which aggregators are appointing today and which systems break at volume.

Basic Qualifications:

• Active or recent P&C license, with experience holding or supporting agency licensure across multiple states.
• You have personally stood up or run an independent agency, including carrier appointments and an aggregator or cluster relationship.
• Hands-on experience selecting and implementing an agency management system and comparative rater.