Broker
Client conversations, applications, policy service, and personal production.
Bring the ambition.
Build the organization.
Create a shared operating standard across your team. Century brings production visibility, broker development, and hierarchy into the same conversation.
Discuss your agencyDEFINE RESPONSIBILITY AT EACH LEVEL
A team should know how it works.
A clear hierarchy identifies who writes the business, who supports the broker, and how eligible compensation relates to qualifying production.
We review the carrier and product schedules alongside the team structure. A contract level is one part of the picture; the applicable carrier rules determine what can actually be paid.
Upline / team leadership
Broker development, downline production review, and support with the operating process.
Agency ownership
Organization structure, access approvals, compensation setup, training resources, and broader business review.
THE LEADERSHIP SYSTEM
Make development part of the operation.
Hierarchy with context
Review the organization, upline relationships, and applicable compensation information. Keep expectations clear as brokers grow into leadership.
Production you can inspect
Compare personal, team, and agency production by period. Separate submitted AP from issued-paid results and identify cases or trends that need attention.
A shared learning foundation
Use the Academy, resource library, and live-training rhythm to support consistent habits. Combine self-study with practice and case discussion.
Access with boundaries
Approved brokers receive individual accounts. Role-based access gives eligible leaders production oversight while keeping another broker’s client details and notes private.
BRINGING AN EXISTING ORGANIZATION
Map the transition before making the move.
The right conversation starts with the business you already have. Carrier rules and existing obligations matter.
Discover
Review your team size, licensed states, product mix, current relationships, and growth priorities.
Map
Discuss hierarchy, contracts, release requirements, appointment needs, and the responsibilities on each side.
Confirm
Resolve the applicable carrier and contracting requirements. Agree on a practical onboarding sequence.
Activate
Invite approved brokers, establish training expectations, and create a consistent production-review rhythm.
COME PREPARED FOR A USEFUL CONVERSATION
Show us what you’re building.
Your current team and leadership structure
The states and products your brokers work in
Current carrier relationships and contract arrangements
What is working—and where you need better support
Your goals for production, broker development, and growth
A high-level summary is enough to start. Keep private client records out of your recruiting application.
A CLEARER PICTURE
Questions agency owners should ask.
Understand the business before you take the next step.
YOUR NEXT CHAPTER
Bring your vision. Let’s map the structure.
Tell us about your team, your current setup, and what you want to build next.
Discuss your agencyReviewed personally by Alfonso Maldonado