Build and Scale an Insurance Agency
For top producers and agency builders ready to lead, hire, and systematize. Eight tracks of in-depth video lessons that move you from solo producer to scalable agency owner with the systems, people, and infrastructure to grow beyond yourself.
Your Track to Success
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Hiring and Onboarding Insurance Agents (5 Videos)
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Building an Insurance Sales System (3 Videos)
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Insurance Agency Automation and AI (3 Videos)
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Paid Advertising for Insurance Agents (3 Videos)
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Marketing Your Insurance Business (3 Videos)
- Insurance Agency Finance Basics (2 Videos)
Hiring and Onboarding Insurance Agents
Your first hires will make or break your agency. The systems, signals, and standards that turn new producers into reliable contributors instead of expensive lessons.
Building an Insurance Sales System
Consistency across agents requires a process, not just good people. The repeatable playbook that turns a team of individuals into a system that produces predictably.
Insurance Agency Automation and AI
Systematize what works so you can multiply it. The automation and AI tools that give your team back hours every week and let your agency scale without your time scaling with it.
Paid Advertising for Insurance Agents
Spend money on leads only when you have the system to convert them. The mechanics, math, and budget structure that make paid advertising profitable instead of painful.
Marketing Your Insurance Business
Level up from personal outreach to a brand that brings clients to you. The marketing infrastructure that compounds month after month and makes you the agent your market already trusts.
Insurance Agency Brand Building and Recruiting
Attract producers through reputation and content, not job postings. The brand discipline that makes the right agents reach out to you instead of the other way around.
Insurance Client Retention and Book Management
Your book of business is your most valuable asset. The systems, calendars, and conversations that protect it, deepen it, and turn every renewal into the start of more revenue.
Insurance Agency Finance Basics
The numbers behind the agency, beyond personal production. The financial literacy that separates owners who scale from owners who stall.
Frequently Asked Questions
In-depth answers to the most common questions about Path 3 — what it covers, who it's for, and what changes when you move from producing to building. If you don't see your question here, reach out anytime.
1. What is Path 3 and who is it for?
Path 3 is an in-depth eight-track video curriculum for top producers and agency builders ready to grow beyond personal production. It covers hiring and onboarding, sales process standardization, automation and AI, paid advertising, marketing infrastructure, brand building and recruiting, client retention and book management, and agency-level finance. If you're consistently producing and ready to lead, hire, and systematize, this is your path.
2. Do I need to complete Path 1 or Path 2 before starting Path 3?
Not strictly, but the foundations matter. Path 1 covers getting licensed, contracted, and writing your first sales. Path 2 covers consistent production as a solo agent — pipeline, follow-up, cross-selling, objections, business numbers. Path 3 assumes those fundamentals are already in place and focuses entirely on building infrastructure around you. If anything in Path 1 or Path 2 still feels shaky, fill the gap first. The systems in Path 3 only work on top of solid personal production.
3. How is Path 3 different from Path 2?
Path 2 teaches you to produce consistently as a solo agent — the systems that make your personal pipeline predictable. Path 3 teaches you to scale beyond yourself — hiring, sales process across a team, automation, advertising, brand, retention, and the financial mechanics of an agency. Path 2 is about repeatable personal production. Path 3 is about building a business that produces without depending on you alone.
4. How long does it take to complete Path 3?
Path 3 contains roughly twenty-three in-depth videos across eight tracks. Most agency builders work through one track every one to two weeks alongside running the business, completing the full path in ten to fourteen weeks. The videos are longer and denser than Path 1 and Path 2 because the topics are more complex. The goal is implementation, not consumption — apply each track to your real agency as you go.
5. What happens after I finish Path 3?
Path 3 prepares you to operate a scalable, multi-agent insurance agency with hiring systems, a standardized sales process, automation, paid lead infrastructure, marketing engine, brand and recruiting strategy, retention systems, and agency-level financial understanding. Beyond Path 3, the focus shifts to the Resource Vault and ongoing operator-level work — refining systems, expanding into new markets, and continuing to develop the leaders inside your agency.
Ready to Start Growing?
Have questions about training, contracting, or how PSM can support your business? Reach out and a member of our team will get back to you.
