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Insurance Upgraded ™
Established 2018
Business Profitability
Internal Use Only - Not for Public Distribution
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$1,450 Insurance Business Owner Startup Investment
$50 State Testing Fee
$50 Fingerprinting
$200 License Application Fee
$150 E&O Insurance Down Payment
$1,000 Startup Lead Investment
$388/m Recurring Business Expenditures
Errors & Omissions Insurance*:
(*required to run business)
$45 per month
Workspots Offices & Lead Discounts:
(it will save you thousands per year)
$99 per month
PhoneBurner:
(pays for itself after 1 extra sale)
$149/m
Intelius:
(pays for itself after 1/10th of a sale)
$15/m
Insurance Toolkits:
(pays for itself after 3/10th of a sale)
$33/m
RoadWarrior:
(pays for itself after 1/10th of a sale)
$9.99/m
Canva:
(pays for itself after 1/10th of a sale)
$11/m
Zoom Pro:
(pays for itself after 2/10th of a sale)
$16/m
Sideline:
(pays for itself after 1/10th of a sale)
$9.99/m
12 Income Streams
#1. Daily Advanced Income Stream
#2. Daily Residual Income Stream
#3. Daily Renewal Income Stream
#4. Monthly IMO Production Bonus Income Stream
#5. Yearly IMO Production Bonus Income Stream
#6. Daily Carrier Product Incentive Bonus Income Stream
#7. Quarterly Carrier Production Bonus Income Stream
#8. Yearly Carrier Paid Trips / Bonus Income Stream
#9. Daily Advanced Override Income Stream
#10. Daily Residual Override Income Stream
#11. Daily Renewal Override Income Stream
#12. Monthly IMO Override Bonus Income Stream
Expected Profit Margins
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