Essential Office Supplies for Your New Insurance Agency

March 23, 2016

By: Michael Miller, Smart Choice® State Director

The paint’s fresh, the sign’s new, and you’re anticipating taking your first client phone call over your new phone system. You’ve got your staff trained on your new agency management system and remembered to purchase E&O insurance before you opened your doors. Your new agency is off to a great start!

Having these basics in place is no doubt important, but don’t forget the little things: pens, printer paper, sticky notes, highlighters, staplers, scissors, file folders, desk organizers, and even presentation supplies for when you host your first client meeting. These products seem inconsequential, but they are vital to keeping your agency running efficiently.

Here’s my shopping list for essential insurance agency office supplies.

Buy in Bulk

  • Copier paper
  • Envelopes
  • File folders
  • Hanging file folders
  • Ink and toner
  • Legal pads for taking notes
  • Pens and highlighters
  • Presentation folders for client meetings
  • Staples and paper clips
  • Sticky notes

Buy for Each Desk

  • Desktop tray or other organizer
  • Desk or wall calendar
  • Easel and easel pad
  • File sorter
  • Scissors
  • Shredder
  • Stapler

Buy for the Agency

  • Dry-erase board for your conference room
  • Filing cabinet system
  • Projector for your conference room

If you’re thinking the cost of these supplies adds up, you’re right. It’s common for agencies to spend thousands of dollars a year in office supplies. Wouldn’t it be great to get a discount and free shipping? Some office supply companies will provide discounts and free shipping on orders over a certain amount. Make sure you ask!