Build Your Legacy: Insurance Edition
Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick around, as our hosts give you tips and tricks to make that happen!
Podcasting since 2024 • 17 episodes
Build Your Legacy: Insurance Edition
Latest Episodes
Episode #17: Planning with Carriers for 2025
As the insurance landscape shifts, planning with carriers becomes more critical than ever. In this episode, Bill and Travis discuss how agents and agencies can align with carrier strategies to thrive in 2025. From adapting to understan...
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Season 1
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Episode 17
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10:42
Episode #16: Unlocking Carrier Access
In this episode, Whitney Oliver discusses the importance of building strong relationships with insurance carriers to help new network members secure carrier access and appointments, a key value for members. Whitney emphasizes the need for under...
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Season 1
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Episode 16
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10:24
Episode #15: Let's Talk About AccessPlus!
In this episode, the hosts highlight the unique role of AccessPlus, which is designed to help agents grow and move towards direct carrier contracts. AccessPlus enables members to build strong relationships and demonstrate their value to carrier...
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Season 1
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Episode 15
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11:21
Episode #14: Employee Classifications: Salary, Hourly, or Exempt?
In this episode of Build Your Legacy: Insurance Edition, we welcome back Stefani Butschle to address a common question for agency owners: how do I classify internal staff correctly? Stefani and Bill break down the distinctions between salaried ...
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Season 1
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Episode 14
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15:36
Episode #13: How Do I Get Direct Codes?
In this episode, Bill and Travis tackle a common question in the insurance world: How do I get direct codes from carriers? They discuss basic approaches for agents, like contacting carriers directly, and the benefits of the Access Plus program,...
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Season 1
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Episode 13
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6:00