Market access
We help you navigate contracting and onboarding based on your license, state, and the products you want to offer.
Learn moreFor independent agents
Build your business. Keep your independence.
Safeguard and Associates helps independent insurance agents access markets, build knowledge, and find the support to grow.
Support for the work ahead.
Help with getting contracted, preparing for your work, and following up with your customers.
Technology & tools
Get guidance on the quoting and enrollment tools you will use in your work.
Learn moreTraining & education
Learn through live sessions and revisit recorded training on products and the work of an agent.
Learn moreCompliance support
Get support with the responsibilities that come with serving customers.
Learn moreOperational support
Get help with renewal follow-up and the operational tasks behind customer service.
Learn moreMaterials to introduce your services
Use marketing materials to support customer conversations and explain your services.
Explore agent supportStart with the question on your desk.
You do not need to explain your entire business to ask for guidance. A specific task helps us understand the support you are looking for.
I am considering a contracting opportunity.
Share your state, licensing background, and product interest so we can discuss the relevant contracting and onboarding steps.
Learn moreI want to revisit a training topic.
Tell us which topic you want to understand better. Ask about live or recorded sessions relevant to your work.
Learn moreI need help with customer follow-up.
Describe the renewal or operational task without including customer records. That gives us a starting point to discuss the help you need.
Learn moreQuestions from agents.
Can you help with contracting and getting started?
Yes. Safeguard and Associates provides contracting and onboarding assistance. Requirements depend on your license, product, carrier, and state.
What if I cannot attend live training?
Recorded training is also available so you can revisit topics. Ask the team which sessions fit what you need to learn.
Can I ask for help with renewals?
Yes. We offer renewal follow-up support as part of our ongoing assistance to your business and your customers.
Find your starting point
Let’s take the next step together