Free for verified new & aspiring agents

Launch Your Insurance Career

More insurance careers end in year one than any other — and rarely because of talent. This 32-page New Agent Workbook gives you six foundations for your first twelve months in life & health: a daily activity floor, a warm-market plan, the five-step sales conversation, and the habits that keep the clients you place.

The six foundations

You can’t control who buys — you can control how many people hear from you this week. Each foundation gives you why it matters, exercises you fill in with your real goals and numbers, and one commitment you date before turning the page. Maya, a fictional second-month agent, works every exercise one step ahead of you.

01 · The Activity Engine

Turn an income goal into a daily conversation floor — the one number that decides year one.

02 · Your Warm Market

Build your 250-name list and the exact first thirty words to call them with.

03 · The Sales Conversation

One five-step appointment you can run a thousand times — including what to say to “I need to think about it.”

04 · Products & Paper

Contracts, E&O, AML, AHIP, CE — the boring list that stops paychecks when it’s wrong — and three products you can explain cold.

05 · Clients Who Stay

The first 30 days of a client, chargeback math, and the persistency habits that protect your paycheck.

06 · Money & Mindset

Split every commission check the day it lands, expect the clawback, and keep score in activity — not mood.

Book One of the MyECOS360 circle

This is the producer’s edition — launching your career. When renewals cover your monthly nut and your calendar fills up, Book Two is the owner’s edition: Scale Your Insurance Agency.

Educational planning resource — not individualized financial, legal, tax, or compliance advice. Licensing, appointment, and training requirements vary by state and carrier; always verify current rules with your agency and carriers.

Get the New Agent Workbook

Free for real new and aspiring agents. To keep it out of scrapers’ hands, we confirm your email and text a quick code to your phone — about thirty seconds.