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!
Build Your Legacy: Insurance Edition
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 year up to be as successful as possible. The conversation covers balancing new business growth with retention efforts, as well as the need for specific and strategic planning.
Looking to start your own insurance agency but don’t know where to begin? Or perhaps you already have an agency and want to take it to the next level? This podcast is for you! Join our hosts as they share expert tips, strategies, and insights to help you grow your business and build a lasting legacy in the insurance industry.