Joining is quick and easy. Membership is open to any Shelter agent.
Access daily news relevant to insurance agents including competitor rate/product changes at a state level and small business news. Agents can get news pushed to their phone or email. An option to listen to is available so you can get the news while driving! Get quarterly industry trends on shopping by line and competitor activity. Learn WHY rates are changing so it can be explained. See videos of accountants, lawyers, and others offering advice for small business. And learn about best practices for agent success (marketing, retention, staffing, life, and more) from current and former Shelter agents.
Leverage our scale on everything from office supplies to accounting! Access health insurance for you and/or your staff at a variety of price points. Obtain group rates on guaranteed issue disability, dental, vision, accident and more. Agents can set up 401K plans for free plus 40% off ongoing fees! You'll get free help from lawyers and accountants for basic issues and discounted rates for more complex needs. The average agent will save about $4,000 per year on benefits, office supplies, accounting, free CE training, and 401k services.
Shelter corporate is aware of this and is not opposed in any way. For legal reasons, Shelter cannot formally endorse the Agents First Alliance either.
The leaders of the Agents First Alliance believe that Shelter agency is worth preserving. It is a rare job that does not require hundreds of thousands of dollars or a fancy degree or corporate politics. Hard work and genuine empathy are the most important criteria. Please join us in supporting that. The cost is just $50/month or $500/year with an 80% discount for TRAC agents.
Click HERE for more information about what is included.