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 #72: What Elite Independent Agencies Do Differently in 2026
Elite agencies don't succeed by accident—they succeed because they are intentional.
In today’s episode of the Build Your Legacy Insurance Edition podcast, Bill and Travis break down the specific traits, behaviors, and systems that set top-performing independent agencies apart.
In this episode we cover:
• Why intentionality drives every part of an elite agency
• How leading agencies use AI and modern technology to increase capacity
• The importance of knowing your numbers—expenses, income, ratios, and revenue per employee
• The role of strong carrier, client, and employee relationships
• How culture becomes a competitive advantage
• Why standardized processes help agencies scale
• Practical steps you can take today to improve your 2026 performance
If you’re planning your agency strategy for the new year, this conversation gives you the blueprint used by many of the top agencies in our network.
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