Congratulations! You’ve passed the Texas insurance exam, obtained your license, and are officially ready to embark on your career as an insurance agent. This is an exciting milestone, but it’s only the beginning. The first 90 days as a new insurance agent are critical—they set the tone for your career and lay the foundation for your future success. So, what should you expect during this pivotal period? Let’s break it down step by step, highlighting what you’ll encounter, what to avoid, and how to position yourself for long-term growth.
The moment you step into your new role as an insurance agent, you’ll realize that this is where the real journey begins. The first couple of weeks will be all about getting acclimated to your new environment. Expect a whirlwind of onboarding activities, paperwork, and training sessions. You’ll be introduced to your agency’s systems, tools, and processes, which are essential for managing clients and policies. This is also the time to meet your team, build relationships with your colleagues, and start understanding the culture of your agency.
During this phase, don’t hesitate to ask questions. Whether it’s about navigating the software or understanding your agency’s approach to client service, now is the time to soak up as much knowledge as possible. Remember, you’re not just a rookie—you’re a rookie with a license and a mission. Embrace this learning period with enthusiasm and curiosity.
By the third week, you’ll start transitioning from observer to active participant. As a new insurance agent, this is when you’ll begin shadowing experienced agents, learning from their techniques, and observing how they interact with clients. You’ll also start making your first calls to potential clients. It’s natural to feel nervous, but remember, every insurance agent starts somewhere. Mistakes are part of the process, and they’re invaluable learning opportunities.
This is also when you might write your first policy. It’s a significant milestone that will boost your confidence and give you a taste of what’s to come. Keep in mind that every “no” you hear from a prospect gets you closer to your first “yes.” Persistence is key, and each interaction—successful or not—will help you grow as an insurance agent.
As you move into your second month, you’ll start finding your rhythm as an insurance agent. This is when the real work of building your book of business begins. You’ll spend your days prospecting for new clients, networking within your community, and learning how to handle objections effectively. It’s a time of trial and error, where you’ll discover what strategies work best for you and which ones need tweaking.
The wins during this phase will feel incredibly rewarding. Whether it’s signing a new client or successfully addressing a challenging question, each victory will reinforce your confidence. On the flip side, setbacks are inevitable, but they’re not failures—they’re lessons. Use them as fuel to refine your approach and keep moving forward. Remember, your book of business isn’t built in a day, but every call you make and every connection you establish is a brick in your foundation as an insurance agent.
By the third month, you’ll notice a shift. You’re no longer just surviving the day-to-day challenges—you’re starting to thrive. By now, you’ve likely acquired a few clients, gained a deeper understanding of your products, and developed a routine that works for you. As an insurance agent, you’ll find yourself juggling multiple responsibilities, from servicing existing clients to following up on leads and setting bigger goals for your business.
This is also the time to start thinking about long-term strategies. What kind of insurance agent do you want to be? What niche or specialty interests you the most? Use this momentum to set ambitious yet achievable goals. The first 90 days are about grit and determination, but the months that follow will be about growth and refinement.
While the first 90 days are filled with opportunities, they also come with challenges. Here are a few common pitfalls to avoid as a new insurance agent:
You’re not expected to know everything right away—your goal is to keep moving forward, one step at a time.
Success as a new insurance agent doesn’t happen by chance—it’s the result of deliberate actions and a focused mindset. Here’s how to make the most of your first 90 days:
Starting your career as an insurance agent can feel overwhelming, but you don’t have to navigate it alone. With the right guidance, support, and resources, you can transition from a rookie to a rockstar in no time. I’m here to provide real-world tips, encouragement, and a roadmap for success. You bring the hustle, and I’ll bring the guidance.
Ready to make your first 90 days count? Let’s get you from rookie to rockstar—fast.
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Want a custom 90-day action plan or a mentor match? Just ask—I’m here to help you win, not just work.
