How does Tague Alliance help scratch agencies in years 1–3?

TL;DR: Faster access, higher comp paths, and a clear playbook.

Answer

Expect local support plus national scale: markets access, training, coaching, and performance feedback. We focus your time on production, retention, and operational stability.

Tague Alliance works hard to be resource for scratch agencies, especially in those critical first three years when you’re trying to find your footing.  Between Tague Alliance (local master agency) and SIAA aka Strategic Independent Agents Alliance (national organization) we have a suite of tools, programs, and support systems designed to help you not just survive but thrive. Let’s break it down by what they bring to the table:


1. Market Access

  • Why It’s Critical: As a scratch agency, getting direct appointments with carriers can be tough. Most carriers want to see a proven track record or a certain premium volume, which you just don’t have yet. Tague Alliance solves this by giving you access to their carrier relationships right out of the gate.
  • How It Helps:
    • You can write with multiple carriers immediately, which means you can offer competitive options to your clients.
    • Access to both personal and commercial lines markets, so you can diversify your book of business early on .
    • SIAA Marketfinder has numerous partner providers for many segments, lines, and specialties within the Commercial and Personal Lines insurance areas.

2. Marketing Guidance

  • Why It’s Critical: Marketing is often one of the biggest challenges for new agencies. You need to get your name out there, but you’re working with limited time and resources.
  • How It Helps:
    • Determining Niche Focus: This is Tague’s proprietary marketing program that helps you target your local community. All you pay for is printing and postage, and they handle the rest.
    • Referral Program Ideas: They’ll help you formalize a referral program to turn your best clients into your best marketers.
    • Member Collaborations: Tague facilitates a lot of member to member collaboration where good ideas are shared in an effort to help each other.

3. Administrative and Operational Support

  • Why It’s Critical: Running an agency involves a lot of back-office work, and as a scratch agency owner, you’re likely doing it all yourself. Tague helps lighten the load.
  • How It Helps:
    • Guidance on setting up essential systems like your agency management system, CRM, etc.
    • Recommendations for cost-effective tools like VoIP phone systems and other systems to keep your operations lean and efficient .

4. Training and Mentorship

  • Why It’s Critical: Let’s face it—starting an agency is overwhelming. You need someone in your corner who’s been there and done that.
  • How It Helps:
    • We have great partnerships with ICA Education to help members get the core insurance training they need if they want to dive deeper into Commercial Insurance.
    • Tague Alliance members get access to the exclusive Business Insurance Advantage (BIA) program which trains and mentors SIAA members on developing a niche market for Commercial Insurance.
    • SIAA members can join PADI (Premier Agency Development Institute) and get access to great live and recorded trainings, playbooks, and tons of other excellent resources.
    • Tague provides ongoing training and mentorship to help you navigate challenges and avoid common pitfalls.
    • They connect you with a network of experienced agents who can share their insights and strategies.

5. Discounts and Resources

  • Why It’s Critical: Every dollar counts in the early years, and Tague Alliance and SIAA helps you stretch your budget.
  • How It Helps:
    • SIAA Techfinder platform has many vetted vendors in areas such as agency management systems, personal and commercial insurance raters, CRM aka AgencyZoom, efficiency tools like Canopy Connect, payment platforms like ePayPolicy, website development like Advisor Evolved, and many others.
    • Access to virtual assistant services to handle back-office tasks without the cost of a full-time employee .
    • Discounts with various training vendors for continuing education, coverage training, sales training, and more.

Final Thoughts

Tague Alliance doesn’t just give you access to markets—they give you a roadmap for success. From business planning to marketing to operational support, they’re there to help you build a strong foundation in those critical first three years. If you’re considering partnering with them, I’d say it’s a no-brainer. Let’s talk through how Tague can help you tackle them!

Submit Interest Form: Let’s Have A No Pressure Alignment Chat

How Tague Alliance helps

  • It’s our core model: practical help when it matters most.

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