Sarah Mitchell

Sarah Mitchell

New Agent Career Guide

Beginner-friendly, motivational

Sarah spent 8 years as a licensed insurance producer before transitioning to coaching new agents full-time. She has helped over 500 agents pass their licensing exams and land their first appointments. Her writing focuses on making the complex insurance industry accessible to newcomers — from choosing the right license type to surviving your critical first year.

Areas of Expertise

LicensingExam prepCareer entryFirst-year survivalOnboarding

Articles by Sarah Mitchell

How Consumers Should Shop for Insurance (Without Getting Spammed)

How Consumers Should Shop for Insurance (Without Getting Spammed)

A consumer's guide to shopping for insurance without getting bombarded by spam calls. Learn how to avoid mass-quote sites, find local agents, and stay in control of your insurance buying experience.

Sarah MitchellSarah Mitchell
Blog
Mar 19, 2026·10 min read
12 Mistakes New Insurance Agents Make (And How to Avoid Them)

12 Mistakes New Insurance Agents Make (And How to Avoid Them)

Avoid the most common pitfalls that cause new insurance agents to fail in their first year, from poor prospecting habits to ignoring renewals.

Sarah MitchellSarah Mitchell
Become an Agent
Nov 8, 2025·10 min read
The Perfect Insurance Agent Daily Routine: A Productivity Checklist

The Perfect Insurance Agent Daily Routine: A Productivity Checklist

A structured daily routine and checklist that top-producing insurance agents follow to maximize prospecting, client service, and personal growth.

Sarah MitchellSarah Mitchell
Checklists & Templates
Aug 5, 2025·10 min read
Insurance Agent Salary: What to Really Expect in 2026

Insurance Agent Salary: What to Really Expect in 2026

A realistic breakdown of insurance agent income by experience level, license type, and sales model — from year one to six-figure earners.

Sarah MitchellSarah Mitchell
Become an Agent
May 11, 2025·9 min read
Insurance Client Onboarding Checklist: Make Every New Client a Raving Fan

Insurance Client Onboarding Checklist: Make Every New Client a Raving Fan

A step-by-step checklist for onboarding new insurance clients that builds trust, prevents E&O issues, and sets up cross-sell opportunities.

Sarah MitchellSarah Mitchell
Checklists & Templates
Mar 3, 2025·10 min read
Life & Health vs Property & Casualty: Which License Should You Get First?

Life & Health vs Property & Casualty: Which License Should You Get First?

Compare Life & Health and Property & Casualty insurance licenses to decide which one to pursue first based on your career goals and income potential.

Sarah MitchellSarah Mitchell
Become an Agent
Jan 15, 2025·9 min read
New Insurance Agent Onboarding: The Complete 90-Day Checklist

New Insurance Agent Onboarding: The Complete 90-Day Checklist

A structured 90-day onboarding checklist for new insurance agents covering setup, training, prospecting, and milestone goals.

Sarah MitchellSarah Mitchell
Checklists & Templates
Oct 14, 2024·9 min read
Captive vs Independent Agent: Which Path Is Right for You?

Captive vs Independent Agent: Which Path Is Right for You?

Compare the pros, cons, income potential, and lifestyle differences between captive and independent insurance agents to find your ideal career path.

Sarah MitchellSarah Mitchell
Become an Agent
Aug 19, 2024·8 min read
How to Get Your Insurance License: A Complete 2026 Guide

How to Get Your Insurance License: A Complete 2026 Guide

Everything you need to know about getting your insurance license in 2026, from pre-licensing courses to passing the state exam on your first attempt.

Sarah MitchellSarah Mitchell
Become an Agent
Jul 3, 2024·7 min read