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Business Tips

When to Hire an Assistant for an Insurance Agency

By December 16, 2020January 27th, 2024No Comments

It’s no secret: life as an insurance agent can be overwhelming at times. We know you rolled up your sleeves to get to where you are today, and now as this year’s Annual Enrollment Period (AEP) is behind us, it’s time to imagine how business may continue in the New Year.

As your business grows, you may want to consider investing in your people as well. If your team only consists of active agents, or if you’re a one-person operation especially, ask yourself, “Should I hire an assistant?”

Will Your Clients Benefit?

They may not thank you but hiring an assistant will actually free you up to better serve your clients, especially if you have a large book of business. If your phone is ringing off the hook, you’re juggling appointments and dates, and spending late nights keeping track of it all, having an assistant to take on all your administrative tasks can allow you to focus on keeping current clients and appealing to prospects.

Will Your Schedule Thank You?

The key to success is hard work, and we know you’ve been putting a lot of time and effort into this venture. While we want to celebrate your accomplishments, we also need to recognize there’s only so much one person can do. Building up a team won’t only benefit your clients, but it will also benefit you, personally and professionally.

If you’re having a difficult time getting tasks done quickly during typical working hours, or even facing challenges with technology, an assistant could get you back on track.

Will Your Budget Allow an Assistant?

Well, that question also depends upon a couple other questions to ask first:

  • Do you want a full-time or part-time assistant?
  • What are the needs of my business an assistant can meet?
  • What would it look like to hire an intern instead?
  • How might an assistant free up me or other agents to bring in more profit?

Again, bringing on new team members requires you to consider different factors and look at your business from new perspectives. It’s worth the risk to imagine the potential of your business.

How Can I Remain Compliant with a New Hire?

It is important for you to know that if you have any administrative staff or helper assisting you at all, that you must have a compliance program put in place in case you or your agency gets audited. But this is no cause for alarm, because having Carolina Senior Marketing as your partner means we prioritize protecting you. Check out our Compliance Corner document on how to get started or contact us with the information below.


You should also consider partnering with a North Carolina-based Medicare FMO like Carolina Senior Marketing if you’re not already an independent agent with us. Give us a call at 919-460-6073 or email info@carolinaseniormarketing.com.