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Supercharge Your Insurance Sales and Marketing and Keep Your Business Open 24/7

Whether your primary business is done through traditional face-to-face, telephone, E-commerce sales or all of the above, White Wing offers you solutions that transform your customer’s experience with convenience, personalization, and automation.

Who does White Wing Serve

51.5% selling voluntary benefits as their primary product, Health, Life Insurance and Medicare as a primary product take up approximately 20% and, the remaining 31% selling some other kind of insurance as their primary product. We know from McKinsey research, agents quit their business in the first three to nine months.

Here are some of the results:

Approximately 11% of those who started to sell insurance quit within the first three months.

Approximately 19% quit within the first three to six months.

Another 17% quit within the first 7 to 12 months,

About 18% quit within the first one to two years.

The remainder, around 35%, quit selling insurance greater than 2+ years after they first began.

Do Your Due Diligence before starting as an Insurance Agent.

We think the biggest thing an agent needs to do when considering a career in insurance sales is do their due diligence. We preach on this a lot. If you’re going to join an agency, you have to figure out if it’s a good fit for you, because the consequences are disastrous. And if there’s any evidence of that being the case, it’s our experience over the last years. You really have to make sure the agency you’re going to join is a good fit for you.

Now, we didn’t say perfect fit, you’re never going to find a perfect fit, but you need to find one that’s close enough in your values that you can align with over a long period of time. Because if it doesn’t fit, you’re not going to do well. We tell this to agents who find us online and decide that they want to work with us.

We want them to know upfront what they’re going to expect from us, what we are good at, what we are not good at, exactly how our relationship is going to work. We want them to know that upfront because we don’t want to waste time with agents who feel like we abused them because we didn’t clarify our intention. You want to find an agency that takes the time to explain things to you.

Because, to us, in our opinion, it saves a lot of drama, effort and wasted time if you do this work upfront. So please, do your due diligence. Find out what’s going to work best for you.

Have Enough Money Saved

And we think the second t important consideration is to make sure you’ve got enough money to run your business. This is an issue, not just in the insurance business, but all businesses. All entrepreneurs must have cash flow to continue operating their business. For the insurance agent, leads are like cashflow, which is why we’ve heard people say that when the leads run dry it’s like drying up capital. It’s important to make sure you come into this business with enough money.

How much money is enough to start selling insurance?

It just really depends on your personal budget.. We think that in the business of insurance sales, you can do this for a month or two and be profitable with most products. Some less so than others by default because they’re more renewal driven, like Medicare.

With a life insurance product, you should see 3:1, 4:1 return on your investment in the first month or two. And you should continuously sustain that. You’ll have months where you’re off, of course, and you’ll have great months too. But if you’re not seeing that out the gate, then it’s likely insurance isn’t a good fit for you.

Agents Should See Success Quickly After Starting

Most agents who are successful come in with at least a month or two months worth of leads.. have enough money for a month or two months of full-time effort, the likelihood is high that if the opportunity is there, they’re going to be profitable and they’re going to continue to be so. Don’t fall for the trap a lot of these big MLM insurance companies push. They may claim all you have to do is buy old leads from two years ago and you’re going to make it rain money. That’s not reasonable.. You have to treat this seriously.

We are not blaming agents who fall for this as much as the agency because they say it’s possible and they encourage agents to go for it and then one guy out of a thousand makes it. The truth is you really need to look at this seriously, slow down, save up, have money set aside. Having money in the bank makes life much easier as a salesperson running an insurance business.

Graphic example of an average broker who sells five new groups per year, with an average group size of 15 employees. This equates to $40,287 per year in commissions.

Insurance agents are being asked to do more

The Agency Forward research identified clients’ need for insurance agents to be up-to-speed on a wider variety of insurance and protection solutions, this opens the doors for more cross-selling opportunities. Middle market business owners, often with more complicated and risk-prone operations, showed the most interest in a range of non-traditional insurance topics while small business owners saw the biggest increases in a range of topics compared to 2022. Outside of traditional insurance topics, clients are increasingly interested in:

Employee Benefits

Middle market owners – 59%, Small business owners – 37% (+15% since June 2020)


Middle market owners – 39%, Small business owners - 32% (+14%), Consumers – 29%


Middle market owners – 41%, Small business owners – 28% (+10%), Consumers – 20%

"Agents need to be thinking about digital tools to retain and attract business. The pandemic has influenced many clients’ perspectives on where they’ll live and work in the next five years and how close they feel they need to be to their insurance agent."

In fact

34% of consumers plan to move away from their current location in the next five years and about a quarter say the pandemic impacted this decision

At least 1-in-5 business owners intend to reduce, move, or eliminate offices in the next five years with middle market owners (77%) being three times more likely than small business owners to say the pandemic influenced their plans

As a result of these shifting dynamics, 47% of agents are concerned about their ability to retain clients who relocate and 61% plan to invest heavily or moderately to attract, maintain and foster relationships with clients outside their current geographies. The McKinsey and Company report research reveals how insurance agents and customers may continue to interact more effectively.

“Although 57% of agents feel clients want their agent located nearby, less than half of consumers and small business owners agree with that sentiment,” said President of Nationwide Peter McMurtrie . "As clients seek to utilize digital means of interacting with their agent more than ever, Nationwide is working with agents to offer resources and support to help agencies evolve their use of digital and grow their business.”

Want to grow your business with White Wing?

Reach out to our White Wing Onboarding Team to discuss how we can take some of the operational burdens off your shoulders, allowing you more time to focus on sales opportunities.

We serve as an extension of your agency and deliver many resources and services that help you grow your business, including:

• Quote to card Benefits Administration Platform

• Simplified access to leading carriers

• Innovative sales tools and strategies

• Comprehensive business processing—from quoting to implementation

• Personalized sales consultation and client support

Our all-inclusive and agent centric approach allows you more time to prospect for new clients, close deals and build your business!

White Wing Insurance Offers

Digital Services like online Insurance Quoting, online Enrolling, web service, Marketing Commission Reporting, CRM and Policy Data Reconciling. White Wing uses digital tools to grow your agency’s reach to help attract new customers and provide an optimized experience for current and new customers. This includes search engine optimization and virtual networking and social selling opportunities to more efficiently reach new prospects.

Give yourself the tools you need to reach your full potential while delighting clients along the way.

White Wing is a world-class multicultural team of experts focusing on helping people secure their financial future by reducing risk. Through innovative digital access White Wing agents make over 4,000 product options available to clients, delivering peace of mind to clients. White Wing built on a strong foundation to help clients to get their financial house in order, by providing objective advice and creating comprehensive plans.

Phone +1(310) 620-7971 White Wing Insurance Solutions, LLC License #0L11386

8549 Wilshire Blvd. #1084, Beverly Hills, CA 90211


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