Blog/Growth
First 90 Days of a New Insurance Brokerage: What to Set Up First
·Intakecore
A 90-day setup order for a new insurance brokerage: quote path, phone intake, decline rules, and reporting—before you buy every tool in the industry.
The first 90 days of a new brokerage are where principals either create a process or create chaos. Every call is a one-off. Every application is a different PDF. The CSR you hire in month two inherits a mess. A short, strict setup order beats buying five platforms “just in case.”
Days 1–30: one way in
- Pick auto, home, or both as the public quote path—do not launch eight lines badly
- Put Get a Quote on the site, Google Business Profile, and email signatures
- Same questions on the web form and on the CSR’s screen
- Write three hard nos (vacant, certain claims, classes you will not touch) as decline rules
Days 31–60: make the CSR faster, not busier
Phone volume will spike before your book does. If the CSR is retyping licences into a carrier portal, you hired a data-entry role. Document parsing and a shared dashboard mean they collect once and you quote. Train the script to the form—not a notepad.
Days 61–90: measure what you will scale
Count started vs completed vs quoted. If completion is low, fix the form before you buy ads. If quotes sit untouched, the bottleneck is you, not marketing. Intakecore is built for this phase: templates, CSR + broker modes, reporting. Get it configured so month four is production, not cleanup.
Put this to work on your intake.
Intakecore gives brokerages branded forms, AI document parsing, decline rules, and a dashboard your CSRs and brokers actually use.