The hosts explain how FMOs support insurance agents through contracting, carrier access, marketing, technology, and administrative work. They discuss the costs of onboarding and the relationship between agency investment and release decisions. The episode reviews differences among carrier release and self-release processes, encouraging agents to understand timelines and contractual relationships before moving their business to another organization.
In this episode
- FMO services
- Agent onboarding costs
- Carrier contracting
- Release decisions
- Self-release timelines
Show notes
In this episode, we talk about how releases work, what FMOs/IMos do on the backend contractually and why some entities don't give releases. We talk about best practices for getting a release and what to do if you are unable to get a release from your upline.