Broker Resources
Tools for evaluating your next brokerage
Use these before you sign anything: scoring worksheets, contract red flags, ramp plans and licensing trackers.
Brokerage Comparison Worksheet
Score prospective brokerages on carrier access, splits, support and contract terms.
Contract Red-Flag Checklist
Non-competes, book ownership, chargebacks and termination clauses to review line by line.
First 90 Days Producer Plan
A week-by-week ramp plan covering prospecting targets, product study and carrier training.
Commission Split Calculator Guide
Model take-home earnings across captive, independent and owner scenarios.
Licensing & CE Tracker
Keep resident and non-resident renewals, CE hours and appointments organized.
Carrier Appointment Primer
How appointments are granted, what production requirements look like, and aggregator options.
Questions agents ask us most
What should a fair commission split look like?
Splits vary widely by line and support level. Weigh the split against carrier access, lead cost, staffing and whether renewals vest to you.
Do I own my book if I leave?
Only if the contract says so. Look for explicit book-ownership language, vesting schedules and the scope of any non-solicit clause.
How many carrier appointments do I actually need?
Three to five well-matched markets in your niche usually beats a long list you can't produce enough volume to keep.