Resources for Success
Tools to Help Your Agency Thrive
Access free guides, templates, tools, and training materials to help you grow your independent insurance agency.
Industry Guides
Comprehensive guides covering key topics in the insurance industry
Independent Agent Starter Guide
PDFEverything you need to know about starting and running an independent insurance agency.
Commission Structure Comparison
PDFDetailed analysis comparing commission structures across different agency networks.
Agency Growth Strategies
PDFProven strategies for scaling your independent insurance agency sustainably.
Compliance Checklist by State
PDFState-by-state compliance requirements and best practices for independent agents.
Business Templates
Ready-to-use templates to streamline your agency operations
Client Onboarding Checklist
DOCXEnsure consistent, professional onboarding for every new client.
Annual Business Plan Template
XLSXStrategic planning template with financial projections and goal tracking.
Marketing Email Templates
DOCXPre-written email templates for common client communications and campaigns.
Social Media Content Calendar
XLSX12-month content calendar with post ideas and scheduling framework.
Industry Reports
Data-driven insights into insurance industry trends
2024 Independent Agency Benchmark Report
PDFKey performance metrics and benchmarks from hundreds of independent agencies.
Carrier Relationship Survey Results
PDFAgent feedback on working with major insurance carriers and networks.
Digital Marketing ROI Study
PDFAnalysis of digital marketing effectiveness for insurance agencies.
Client Retention Trends
PDFResearch on client retention strategies and their impact on agency profitability.
Calculators & Tools
Interactive tools to help you make informed business decisions
Commission Calculator
InteractiveCompare potential earnings across different agency networks and commission structures.
Agency Valuation Estimator
InteractiveGet a rough estimate of your agency's market value based on key metrics.
ROI Calculator
InteractiveCalculate return on investment for CLI Select membership and other agency expenses.
Client Lifetime Value Calculator
InteractiveDetermine the long-term value of your client relationships.
Training Materials
Educational content to enhance your skills and knowledge
Sales Techniques Masterclass
VideoVideo series covering advanced sales techniques for insurance agents.
Compliance Training Series
VideoStay up-to-date with regulatory requirements and compliance best practices.
Digital Marketing Fundamentals
VideoLearn how to leverage digital channels to grow your agency.
Client Service Excellence
VideoTraining on delivering exceptional client experiences that drive retention.
Recorded Webinars
On-demand access to past webinars and presentations
Navigating Agency Independence
VideoPanel discussion with successful independent agents on maintaining independence.
Technology Tools for Modern Agencies
VideoOverview of essential technology platforms and tools for agency efficiency.
Building a Referral Network
VideoStrategies for creating and leveraging a powerful referral network.
Succession Planning Essentials
VideoPlanning for the future: selling, transitioning, or passing on your agency.
More Resources for Members
CLI Select members get access to our complete resource library including premium guides, advanced training courses, exclusive webinars, and personalized consultation services. Plus, new resources are added monthly at no additional cost.
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Looking for Something Specific?
Can't find the resource you need? Let us know what topics or materials would be most helpful for your agency, and we'll consider creating them for our resource library.
