Insurance Agents Handbook
Stop Guessing Your Way Through Your First Years as an Insurance Agent
If you’re new to the industry and feel overwhelmed by leads, quoting, follow-up, renewals, and retention—Insurance Agents Handbook gives you a clear, step-by-step system to build momentum without burning out.
Built specifically for agents in years 1–3 · Core systems and structure—not motivation · Designed to shorten the learning curve
Why Most New Insurance Agents Struggle in Their First 3 Years
If you read this list and feel called out—that’s the point. Early agents aren’t failing for lack of hustle. They’re missing a clear way to run their days.
- You’re licensed, but no one showed you how to actually sell
- You’re quoting nonstop but closing inconsistently
- You don’t know what to say when prospects shop you
- You’re not sure how much follow-up is “too much”
- Renewals feel awkward—and you lose clients to rate increases
- You’re busy all day but can’t tell what’s actually working
- You feel behind compared to other agents
- You’re afraid of making the wrong move and wasting time
- You’re trying to learn everything at once
- You’re doing this mostly on your own
The problem isn’t effort. It’s the lack of a clear operating system for new agents.
How We Help New Agents Build Confidence and Consistency
You don’t need to reinvent how to be a productive agent. You need a simple path you can follow even on your busiest days.
Step 1
Get Clear
Understand exactly what to do each day, week, and month to generate quotes, follow up properly, and protect your book.
Step 2
Get Confident
Use proven frameworks so you’re never guessing what to say—on the phone, at renewal, or during cross-sell conversations.
Step 3
Get Consistent
Build habits, pipelines, and routines that create momentum—so results don’t depend on luck or motivation.
What’s Inside Insurance Agents Handbook
A practical library you can pull from daily—not another course you never finish.
New Agent Sales Scripts
What to say when quoting, handling objections, asking for referrals, and cross-selling.
Follow-Up Made Simple
Exactly when and how to follow up—without feeling pushy or annoying.
Pipeline Clarity
Know where every quote stands and what action to take next.
Renewal & Retention Basics
How to handle rate increases and keep clients in your first years.
Daily & Weekly Agent Rhythm
What a productive day actually looks like for a new agent.
Confidence Through Repetition
Simple systems you can repeat until they become second nature.
Most Agents Fail Because They’re Left to Figure It Out Alone
The first 1–3 years determine whether an agent builds a career or burns out. Insurance Agents Handbook exists to shorten the learning curve, eliminate confusion, and help you focus on what actually produces income and retention.
Designed for new & early-career agents
Step-by-step, not overwhelming
Focused on execution, not theory
Built for real conversations, not robotic scripts
Is This For You?
Know quickly if this was built with you in mind.
This is for you if:
- You’re in your first 1–3 years as an insurance agent
- You want clarity, not hype
- You’re willing to follow a system
- You want to build confidence fast
This is NOT for you if:
You want a “get rich quick” shortcut
You refuse to follow structured plans
You’re already running a mature, scaled agency
Built to Help New Agents Win Early
Insurance Agents Handbook was built to give new agents the guidance most never receive—practical tools, real scripts, and a clear path forward during the hardest years of the business.
Instead of guessing your way through every phone call, renewal, and follow-up, you’ll have a proven reference you can lean on until confidence becomes natural.
“If someone had handed me this in my first year, it would have saved months of stress and second-guessing.”
Created by agents who remember exactly how the first 1–3 years feel.
What New Agents Are Saying
Simple shifts that make your next call, quote, and renewal feel a lot less stressful.
“I finally know what to say and when to say it.”
New P&C agent, Year 2
“I stopped feeling behind and started seeing consistency.”
Life & health agent, Year 3
Stop Guessing. Start Building.
Free training for agents in their first 1–3 years.
Jay Knobbe
Jay got his start in insurance thanks to his high school basketball coach—who shared one life-changing idea: residual income. From cold-calling in a one-bedroom apartment to becoming a national award-winning producer, Jay built a 31-year career on persistence, relationships, and a relentless pursuit of agency ownership. After learning hard lessons working in a corporate setting with no mentorship or upside, he returned to his roots—residual-driven, people-focused service. Jay spent 15 years growing a top-performing franchise, then launched an independent agency rooted in employee ownership, now generating over $1.5M in annual commissions. Today, Jay is on a mission to pass on what he’s learned—leveraging tech to teach agents how to build legacy income and impact the lives of those they serve.