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Build Around Your Goals
Independent agents generally have flexibility in how they organize their schedules and business activities, subject to client needs, licensing requirements, carrier requirements and applicable laws.
Agents may choose different levels of activity based on their goals and availability. Results and compensation are not guaranteed and depend on insurance sales, individual effort, skills, expenses, market conditions and other factors.
Complete the form below to learn more. A member of our agent-development team will contact you to discuss the independent-agent opportunity.
Helping Agents
We provide independent agents with access to education, mentorship and resources covering client conversations, insurance products, ethical sales practices and business development.
Training and support do not guarantee sales, compensation or business results. Agents remain responsible for completing licensing requirements and conducting their businesses in accordance with applicable laws, carrier requirements and Tristate policies.
Helping Clients
Our agents help individuals and families understand available life, health, Medicare and annuity products based on their needs, eligibility and state availability.
Agents provide insurance education and product information within the scope of their licenses. Legal, tax, accounting, investment advisory and financial planning services are provided separately by qualified independent professionals.
Agent Resources
Training and Support
Products and Carrier Relationships
Lead and Marketing Resources
Agents may access educational teleconferences, webinars, live events, local meetings, mentorship and product training from Tristate, carriers and industry professionals.
Our community shares product information, field experience and business-development practices while supporting agents in serving clients responsibly. Training availability and format may vary.
Lead and Marketing Resources
Products and Carrier Relationships
Lead and Marketing Resources
Agents may have access to consumer leads generated through direct mail, digital marketing, social media and inbound inquiries—providing opportunities beyond personal networks.
Lead availability, source, cost, quality and results vary. Leads do not guarantee appointments, applications, sales or compensation.
Products and Carrier Relationships
Products and Carrier Relationships
Products and Carrier Relationships
Through relationships with more than 30 insurance carriers, appropriately licensed and appointed agents may access life, health and annuity products for different client needs.
Products, underwriting, premiums, appointments and availability vary by carrier, state, agent and applicant.