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
60 episodes
Episode #60: Why Join SIAA? The Benefits of Partnership for Independent Agencies
How SIAA Partnerships Drive Agency Growth Jack Calabrese, Chief Growth Officer at SIAA, joins us to share how SIAA helps agencies grow stronger, smarter, and faster. From market access to technology and training, these partnerships g...
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Season 3
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Episode 60
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16:14
Episode #59: How Do Insurance Agents Get Paid? Commissions Explained
What commission do independent insurance agents get paid? In this episode, we break down how agencies earn 100% commission when writing business directly with carriers. Discover why this structure means faster payments, greater ownership...
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Season 3
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Episode 59
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6:18
Episode #58: Beyond Direct Codes: Why Partnership Still Matters
Direct codes may open doors, but they aren’t the whole story. In this episode, we explore why agency partnership benefits keep independent agencies engaged for the long haul. From profit-sharing opportunities to consulting services and long-ter...
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Season 3
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Episode 58
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10:29
Episode #57: Succession Planning: Protecting Your Agency's Legacy
Your agency is your legacy—but can you pass it on to the people you trust most? The answer is yes. In this episode, we dive into how to pass your agency to family or key employees, why it matters for your succession plan, and real-world ...
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Season 3
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Episode 57
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5:58
Episode #56: Beyond Your State Lines: Where Can You Sell Insurance?
Independent agencies often ask: Can I write business in other states? The answer is yes—with the right licensing, carrier partnerships, and strategy. In this episode, we explain how agencies can expand their reach, test new markets wit...
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Season 3
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Episode 56
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8:04
Episode #55: Key Focal Points for Ownership Success
Are you ready to make the leap from producer to agency owner? In this episode, we explore how to determine your readiness for insurance agency ownership. From building strong mentor relationships to generating your own business opportunities, t...
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Season 2
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Episode 55
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4:54
Episode #54: From Why to What: The Cost Behind Partnering with SIA of NC
Curious about what it really costs to partner with a network like SIA of NC?In this episode of Build Your Legacy: Insurance Edition, we answer one of the most asked questions from agency prospects—“How much does it cost?” Spoile...
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Season 2
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Episode 54
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4:13
Episode #53: Are Carriers Giving Out Direct Appointments?
Are carriers still offering appointments in 2025? The short answer: yes—but strategically.In this quick solo episode, we break down the state of the current carrier appointment process, how profitability is driving growth again, and what...
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Season 2
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Episode 53
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4:32
Episode #52: A Strategic Choice: The Road to SIA of NC
Brent Farley didn’t set out to be an insurance agency owner—but once he discovered the path, he never looked back. In this episode of Build Your Legacy: Insurance Edition, Brent shares how he went from selling life insurance and working in clai...
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Season 2
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Episode 52
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7:21
Episode #51: Hard Market Pressure: Disruption of Captive & Direct Writers
Captive and direct writers are feeling the pressure. In this episode of Build Your Legacy: Insurance Edition, we break down the growing disruption in the captive space—and why so many agents are making the move to independence. From co...
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Season 2
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Episode 51
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5:23
Episode #50: Costly Clicks: The Claims Driving Cyber Insurance Rates
Cyber intrusions are up 72%—and small businesses are feeling the heat. In this episode of Build Your Legacy: Insurance Edition, we explore the latest cyber insurance trends with Adam Connor of RPS. From social engineering scams to card...
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Season 2
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Episode 50
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10:35
Episode #49: What New Agency Owners Should Know
🎙 Thinking about starting your own insurance agency? Before you leap, it’s critical to understand what it really takes to succeed.In this episode of Build Your Legacy: Insurance Edition, we talk about the expectations vs. reality of launchi...
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Season 2
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Episode 49
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9:28
Episode #48: Tips for Growing Your Commercial Book of Business
Thinking about growing your commercial book of business but not sure where to begin? In this episode, we sit down with Jerry Thacker, Director of Commercial Lines Development at SIAA, to discuss how independent agents can confidently break into...
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Season 2
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Episode 48
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15:20
Episode #47: Be M&A Ready: Start With A Plan
Is your agency ready to acquire another book of business or agency? In this episode, we walk through what it takes to prepare financially and strategically for an acquisition.✅ Learn why agency buyers need a plan before they shop✅ Disco...
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Season 2
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Episode 47
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7:20
Episode #46: Cyber Coverage 101: What It Is & Why You Need It
Is your agency prepared for a cyberattack?In this episode of Build Your Legacy: Insurance Edition, we talk with Adam from RPS—our go-to cyber expert—about the real impact of cyber threats and how cyber liability insurance protects agencies ...
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Season 2
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Episode 46
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9:56
Episode #45: Let's Talk Profitability
💼 Is your agency hitting the right profit margin? In this episode of Build Your Legacy: Insurance Edition, we unpack what insurance agencies should be targeting for profitability—and why so many fall short.✅ Typical agency profit margins: W...
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Season 2
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Episode 45
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9:52
Episode #44: Clicks, Leads, Clients, Repeat: Digital Marketing Tips
📢 Wondering how to make digital marketing actually work for your insurance agency?In this episode of Build Your Legacy: Insurance Edition, we break down what a strong digital marketing strategy looks like—and how agents can avoid common pit...
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Season 2
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Episode 44
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15:16
Episode #43: Owner Compensation: What to Pay Yourself and Why
How Much Should Insurance Agency Owners Pay Themselves?How do independent insurance agency owners decide what to pay themselves?In this episode of Build Your Legacy: Insurance Edition, we dive into insurance agency compensation—how much...
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Season 2
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Episode 43
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6:38
Episode #42: Stability: Why It Matters In Insurance
Is your agency truly stable—or are you just hoping for the best?In this episode of Build Your Legacy: Insurance Edition, we dive into how insurance agency partnerships offer the financial and carrier stability that every establi...
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Season 2
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Episode 42
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9:20
Episode #41: The SIAA Advantage for Independent Agencies
Thinking about partnering with a network like SIAA? In this episode, we sit down with Don Mills, President of SIA Group, to explore why SIA Group chose to partner with SIAA—and how it helped grow the agency from 40 to 120 employees without losi...
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Season 2
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Episode 41
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11:16
Episode #40: When to Move Forward & When to Walk Away
#Insurance #SalesStrategy #IndependentAgency🚨 Not all business is good business.In this episode of Build Your Legacy: Insurance Edition, we explore when it's time to walk away from a prospect—and why it’s often the smarte...
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Season 2
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Episode 40
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9:40
Episode #39: 2025 Annual Meeting: The Preview
#Insurance #AgencyNetworking #CarrierRelationships🎯 This episode of Build Your Legacy: Insurance Edition gives a sneak peek into SIA of NC’s revamped annual meetings and how they're creating unmatched opportunities for
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Season 2
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Episode 39
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5:14
Episode #38: What to Ask Before Buying an Agency
Title: Thinking About Buying an Insurance Agency? Start HereDescription:📌 Buying an insurance agency is a big decision—and not one to rush. In this episode of Build Your Legacy: Insurance Edition, we break down the essential questions t...
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Season 2
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Episode 38
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11:25
Episode #37: Partnering with SIA of NC: Why It Costs
#Insurance #AgencyPartnership #BuildYourAgency💡 Ever wondered why there's a cost to partner with SIA of NC?In this episode of Build Your Legacy: Insurance Edition, we break down what that investment really means—and why it’s one of the ...
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Season 2
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Episode 37
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3:55
Episode #36: Perpetuation Planning: Beyond the Why
#InsurancePerpetuation #AgencySuccession #InsuranceLegacy🧩 Is your insurance agency ready for the future?In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation plan—before...
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Season 2
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Episode 36
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12:41