
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 #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 smartest move an agency owner can make.
✅ When “helping” actually hurts your agency
✅ The trap of quoting midterm policies
✅ How to recognize bad fits before you waste your time
✅ The cost of serving certificate-only clients
✅ Why saying no can help you grow faster
Want to grow smarter and sell better? This episode is your guide to protecting your time, reducing E&O exposure, and focusing on the right opportunities.
📧 Send us your topic suggestions at podcast@siaofnc.com
🌐 Learn more at www.siaofnc.com
Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more!
#InsurancePodcast #IndependentAgencies #WalkAwayInsurance #InsuranceSales #InsuranceStrategy #InsuranceGrowth #BuildYourLegacy