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!
Episodes
112 episodes
Episode #112: Do You Need an Insurance Agency Aggregator
What is an insurance agency aggregator, and do you actually need one?In this episode of Build Your Legacy: Insurance Edition, we tackle one of the most common questions independent agents and agency owners ask when evaluating growth oppo...
Episode #111: The Reality of Starting an Independent Insurance Agency
In Part 2 of our interview series, we continue our conversation with two successful independent agency owners and take a deeper dive into the realities of building an insurance agency from the ground up.The discussion focuses on the earl...
Episode #110: The Insurance Aggregator Advantage
In this episode of Build Your Legacy: Insurance Edition, we welcome Andy and Charlie, owners of CAP Insurance in Charlotte, North Carolina, to share their agency's journey from startup to sustained growth.Andy discusses how he entered th...
Episode #109: Can Independent Insurance Agencies Compete with the Big Brands?
In this episode of Build Your Legacy: Insurance Edition, we discuss one of the most common questions prospective agents ask: can independent insurance agencies compete with large captive carriers and direct writers?The conversation explo...
Episode #108: What Successful Insurance Agencies Do From Day One
In this episode of Build Your Legacy: Insurance Edition, we discuss the foundational habits and business practices that successful insurance agencies put in place early in their development.The conversation explores the importance of bui...
Episode #107: Why Cash Flow Matters More Than Revenue in an Insurance Agency
In this episode of Build Your Legacy: Insurance Edition, we explore the critical role cash flow plays in the growth, stability, and long-term success of an insurance agency.While many agency owners focus on revenue production, the discus...
Episode #106: Why We Ask Members to Notify Us Before Buying an Agency
In this episode of Build Your Legacy: Insurance Edition, we address a common question surrounding agency acquisitions and why members are encouraged to communicate with SIA of North Carolina before pursuing an agency purchase.The discuss...
Episode #105: State Farm Agents: Start Here If You're Exploring Independence
In this episode of Build Your Legacy: Insurance Edition, we discuss the growing number of questions we're receiving from State Farm agents who are evaluating their future and exploring the independent agency model.Rather than focusing so...
Episode #104: What Is My Insurance Agency Worth?
In this episode of Build Your Legacy: Insurance Edition, we discuss one of the most important questions agency owners eventually face: what their agency is worth and how that value is determined.The conversation explores the factors that...
Episode #103: AI for Insurance Agencies: Where Do You Even Start?
In this episode of Build Your Legacy: Insurance Edition, we discuss one of the fastest-growing topics in the insurance industry: artificial intelligence and its impact on independent agencies.The conversation focuses on a common challeng...
Episode #102: Why Insurance Agency Success Requires a Long-Term Partnership
In this episode of Build Your Legacy: Insurance Edition, we discuss one of the most frequently asked questions from prospective agency partners: the length of our agreement and why we believe in long-term partnerships.The conversation ex...
Episode #101: How Much Freedom Do Independent Insurance Agents Really Have?
In this episode of Build Your Legacy: Insurance Edition, we discuss one of the biggest concerns agents have when considering a partnership with an insurance network: autonomy. Specifically, how much control does an agency owner actually maintai...
Episode #100: The Onboarding Process for Existing Insurance Agencies
In this episode of Build Your Legacy: Insurance Edition, we continue our discussion on onboarding by focusing on existing independent insurance agencies. While startup agencies require foundational support, this episode highlights how onboardin...
Episode #99: The Onboarding Process for Start-Up Insurance Agencies
In this episode of Build Your Legacy: Insurance Edition, we take a deep dive into the onboarding process for brand-new independent insurance agencies. For anyone considering starting their own agency, this episode outlines what the first severa...
Episode #98: Big Changes at State Farm: What It Means for Insurance Agents
In this episode of Build Your Legacy: Insurance Edition, we discuss recent changes announced by State Farm and what they could mean for thousands of agents across the country. With updates to compensation, benefits, and contracts, many agents a...
Episode #97: Why North Carolina Is the Best State to Start an Insurance Agency
In this episode of Build Your Legacy: Insurance Edition, we take a different approach and dive into why North Carolina is one of the top states in the country to live, work, and build an insurance agency.We discuss the factors driving gr...
Episode #96: Agency Responsiveness: How Insurance Agents Build Better Client & Carrier Relationships
In this episode of Build Your Legacy: Insurance Edition, we shift the focus of our responsiveness conversation to the agency side of the business. While responsiveness from carriers is important, this episode highlights how agents play an equal...
Episode #95: The Truth About Carrier Responsiveness: What Insurance Agents Need to Know
In this episode of Build Your Legacy: Insurance Edition, we explore the role of responsiveness in the relationship between insurance agents and their carrier partners. Inspired by listener feedback, the conversation breaks down how responsivene...
Episode #94: Relationships Over Quotes: How Top Insurance Agents Stand Out to Carriers
In this episode of Build Your Legacy: Insurance Edition, we’re joined by Tyler Tripp of Builder Mutual to discuss what really drives success in today’s insurance industry. From an unexpected start in college to nearly a decade in the fie...
Episode #93: Insurance Agency Q&A: Growth, Ownership, and Partnerships
How do you know if you are building agency equity or simply generating income?In this episode of Build Your Legacy: Insurance Edition, we answer listener questions surrounding independent agency growth, ownership structures, partnerships...
Episode #92: Why Insurance Agencies Stall and How to Scale
#Insurance #AgencyGrowth #WhyAgenciesStallWhy do agencies stop growing?In this episode, we break down why agencies stall and the key factors that lead to plateaus in independent insurance agencies.From lack of struct...
Episode #91: Agency Ownership Model: Owning vs Renting Production
#Insurance #AgencyOwnership #IndependentAgenciesAre you owning your production or renting it?In this episode of Build Your Legacy: Insurance Edition, we break down the agency ownership model and why it plays a critical role...
Episode #90: How Carrier Relationships Actually Drive Insurance Agency Growth
Carrier relationships play a much bigger role in agency growth than most people realize.It’s not just about access to markets. It’s about how those relationships are built, managed, and aligned over time.In this episode, we break ...
Episode #89: Insurance Career Opportunities: Why Now Is the Best Time to Enter the Industry
Insurance career opportunities are expanding as the industry experiences a major workforce shift. With experienced professionals retiring and demand remaining steady, new opportunities are emerging for individuals looking to build a long-term c...
Episode #88: Insurance Sales Independence: How Producers Build Their Own Pipeline
#Insurance #InsuranceSales #AgencyOwnershipAre you building your own pipeline or relying on your agency to do it for youIn this episode, we break down why insurance sales independence is critical for long term success and how prod...