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
35 episodes
Episode #35: Securing Your Legacy: Why Perpetuation Planning Matters
#AgencySuccessionPlanning #IndependentAgencies #BuildYourLegacy🔒 Who takes over your agency if something happens to you?In this episode of Build Your Legacy: Insurance Edition, we explore why succession planning is essential for every i...
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Season 2
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Episode 35
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12:41
Episode #34: The Pitfalls of Insurance Agencies: Why So Many Fail
#Insurance #AgencyFailure #InsuranceSuccess 🚨 Thinking about starting an insurance agency? Many independent agencies struggle to stay afloat—and some fail entirely. In this episode of Build Your Legacy: Insurance Edition, we break ...
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Season 2
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Episode 34
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11:35
Episode #33: What Makes A Good Independent Agency Owner?
In this episode of Build Your Legacy: Insurance Edition, we sit down with Hunter Runnels, Regional Vice President at MIA (Mississippi Insurance Alliance), to discuss the key characteristics of successful agency owners and how they drive growth,...
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Season 2
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Episode 33
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24:12
Episode #32: 5 Pillars of Compensation: The Breakdown
💰 Is your agency maximizing every revenue opportunity? In this episode of Build Your Legacy: Insurance Edition, we break down the 5 Pillars of Compensation that SIA of NC partner agencies can access—and why they matter ...
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Season 2
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Episode 32
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10:04
Episode #31: The Evolution of Existing Agencies: Is It Time to Partner?
Unlocking Growth: Why Existing Agencies Should Consider PartnershipsIs your agency maximizing its potential? In this episode, we dive into why existing insurance agencies should take a closer look at agency partnerships—and how th...
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Season 2
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Episode 31
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11:32
Episode #30: Beyond Policies: Why Carrier Relationships Matter
Success in the insurance industry isn’t just about clients—it’s about building strong relationships with carriers, underwriters, and industry reps. In this episode, we break down how networking and relationship-building can give y...
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Season 2
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Episode 30
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6:48
Episode #29: Essential Coverages for Independent Agencies
Essential Insurance Coverage for Independent Insurance Agencies | Protect Your BusinessRunning an independent insurance agency? Make sure you have the right insurance coverage to protect your business from costly claims and operational risk...
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Season 2
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Episode 29
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7:08
Episode #28: How Many Carriers Do You Really Need?
As an independent insurance agent, you have access to multiple carriers—but how many do you really need? In this episode of Build Your Legacy: Insurance Edition, we dive into why less can be more when it comes to ind...
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Season 2
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Episode 28
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6:31
Episode #27: Start-Up Costs for an Independent Agency
How much money do you really need to start an independent insurance agency? In this episode of Build Your Legacy: Insurance Edition, we break down the key financial considerations—licensing, technology, and insurance. With many agencies now ope...
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Season 2
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Episode 27
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7:43
Episode #26: Who Should Start an Independent Agency?
In this episode of Build Your Legacy: Insurance Edition, hosts Bill and Travis discuss who should start their own independent insurance agency. Whether you’re already in the property & casualty industry, in real estate, or a small business ...
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Season 2
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Episode 26
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6:22
Episode #25: Shifting Your Agency From Personal to Commercial Lines
In this episode of Build Your Legacy: Insurance Edition, hosts Bill and Travis discuss the transition from personal lines to commercial lines, offering practical advice for agents looking to grow their expertise. They emphasize starting small w...
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6:49
Episode #24: Finding Your Focus: Personal or Commercial Lines?
In this episode of Build Your Legacy: Insurance Edition, Travis and Bill dive into a common question for insurance professionals: should agents focus on personal lines or commercial lines? They discuss the importance of leveraging strengths, hi...
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Season 2
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Episode 24
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6:55
Episode #23: Protecting Your People: The Right Benefits for Your Agency
In this episode of Build Your Legacy: Insurance Edition, Bill Mills is joined by Brandon Mills from SIA Group’s Employee Benefits team. Together, they discuss practical insurance solutions for agency owners, including group medical consideratio...
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Season 2
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Episode 23
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14:00
Episode #22: Opportunity Knocks: The Upside of M&A in Insurance
In this episode of the Build Your Legacy: Insurance Edition podcast, Bill and Travis dive into the dynamics of the insurance industry, focusing on the impact of mergers and acquisitions (M&A) on independent agents. They discuss how in...
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Season 1
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Episode 22
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7:47
Episode #21: Budgeting Tips for Independent Agencies
In this holiday-themed episode of the Build Your Legacy: Insurance Edition podcast, Travis and Bill discuss a timely topic for independent insurance agencies: budgeting- with or without contingencies and profit sharing in mind. They explore con...
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Season 1
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Episode 21
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6:07
Episode #20: Caring Beyond Coverage: Giving Back Through Nonprofits
In this episode, the focus shifts to the spirit of giving back during the holiday season by discussing the vital role insurance agencies play in supporting their communities. The conversation highlights how agencies can contribute not just fina...
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Season 1
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Episode 20
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9:53
Episode #19: Agency Planning for 2025
In this episode, we discuss the essential process of agency planning for the upcoming year, building on the concept of carrier planning from a recent episode. We emphasize the importance of setting realistic goals to ensure the owner sets their...
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Season 1
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Episode 19
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12:39
Episode #18: From the Carrier's View: Insights for Agencies
Join us for an insightful conversation with Matt Littlejohn, a seasoned insurance professional with over 20 years of experience. In this episode, we dive into the process of carrier appointments, including how agencies can stand out to carriers...
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Season 1
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Episode 18
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16:29
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
Episode #12: Do I Own My Book of Business?
In this episode, Bill and Travis tackle one of the most common questions they receive: Do I own my book of business? Take a listen as they dive deep into the nuances of ownership in the insurance industry. The conversation covers the motivation...
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Season 1
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Episode 12
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11:57
Episode #11: Agency Foundation: Support For Every Stage
We’re excited to introduce Whitney Oliver, our Agency Partner Growth Coach, who will guide us through the essentials of starting and running your own agency.In this episode, we tackle key questions like: How do I get started? What...
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Season 1
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Episode 11
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10:38