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
17 episodes
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
Episode #10: Agency Partnerships: Who's on the Hunt?
In this episode, we explore why agency owners, captive agents, producers, and entrepreneurs are turning to agency partnerships. Market challenges and industry shifts are pushing professionals to seek growth, ownership, and diversification...
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Season 1
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Episode 10
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8:04
Episode #9: The Big Question: Why Doesn't Everyone Do What We Do?
In this episode, Bill and Travis tackle one of the most frequently asked questions: "If it’s so great, why doesn’t everyone do it?" They break down the barriers, from costs to ROI, offering clear and valid reasons behind their approach. Tune in...
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Season 1
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Episode 9
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10:04
Episode #8: Taxing Choices: 1099 vs. W-2 Decoding Employment Status
In this episode, Bill and Stefani Butschle discuss what it means to be a 1099 employee and a W-2 employee, and the differences between the two. Listen as they talk through and "decode" the IRS expectations for employers regarding each type of e...
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Season 1
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Episode 8
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18:18
Episode #7: Independent or Captive? The Breakdown
In this episode, Bill and Travis discuss the major differences between independent and captive agencies. Take a listen as they talk about location, technology and commission differences!Looking to build your own insurance agency, but you're...
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Season 1
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Episode 7
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10:39
Episode #6: Let's Talk About Contingency
In this episode, Bill and Travis discuss what contingency is, who can get it, and the significant impact it can make regarding your agency's success.Looking to build your own insurance agency, but you're not sure where to start? This is the...
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Season 1
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Episode 6
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4:32
Episode #5: 3 Must-Ask Questions Before You Partner Up!
Short, sweet and to the point as the saying goes!In this episode, Travis and Bill discuss the top three questions a potential agency partner should ask before signing on the dotted line of any agreement.Looking to build your own insuran...
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Season 1
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Episode 5
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3:34
Episode #4: From Baseball to Business: Andy Neary's Playbook
Meet Andy Neary! In this episode, Andy and Travis talk about the upcoming 2024 Annual Owners' Meeting, and what Andy has in store for those in attendance. Listen as Andy discusses how he went from pitching baseballs for the Milwaukee Brewers to...
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Season 1
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Episode 4
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18:54
Episode #3: SIA of NC's Annual Meeting
In this episode, Bill and Travis talk about our upcoming 2024 Annual Owners' Meeting in Durham, NC, and why the Annual Meeting is important. Take a listen as they discuss past meetings, as well as who the special keynote speaker is for the Annu...
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Season 1
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Episode 3
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7:09
Episode #2: What is SIA of NC?
In this episode, Bill and Travis answer one of their most-asked questions: What is SIA of NC? Take a listen, as they explain who SIA of NC is and why it is a great choice for agents who are looking to start their own insurance agency and start ...
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Season 1
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Episode 2
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7:21
Introduction: Welcome to Our Podcast!
Welcome to SIA of NC's first podcast episode! Meet our hosts, Bill Mills and Travis Collier, as they walk you through who they are, what the overall goal of this podcast is, and what to expect from them (and others) in the future! Looking to bu...
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Season 1
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Episode 1
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7:37
