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PODCAST

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!

business entrepreneurship

All Episodes

9:40

Episode #40: When to Move Forward & When to Walk Away

Build Your Legacy: Insurance Edition ·

2025/05/01

#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 gr...

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5:14

Episode #39: 2025 Annual Meeting: The Preview

Build Your Legacy: Insurance Edition ·

2025/04/24

#Insurance #AgencyNetworking #CarrierRelationships 🎯 This episode of Build Your Legacy: Insurance Edition gives a sneak peek into SIA of NC’s revamped annual meetings and how they're creating unmatched opportunities for insurance agency networking. ✅ Two regional locations—Charlotte and Durham ✅ Business insights + informal relationship building ✅ A fun, relaxed Topgolf setting for all team members ✅ Connect with carriers, strengthen your agency’s presence ✅ Why showin...

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11:25

Episode #38: What to Ask Before Buying an Agency

Build Your Legacy: Insurance Edition ·

2025/04/17

Title: Thinking About Buying an Insurance Agency? Start Here Description: 📌 Buying an insurance agency is a big decision—and not one to rush. In this episode of Build Your Legacy: Insurance Edition, we break down the essential questions to ask before making the leap. ✅ What to know about revenue and carrier relationships ✅ How to evaluate fit with your existing agency ✅ The importance of staffing, overhead, and lease contracts ✅ Why due diligence and NDAs matter ✅ Tips for maintaining book

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3:55

Episode #37: Partnering with SIA of NC: Why It Costs

Build Your Legacy: Insurance Edition ·

2025/04/10

#Insurance #AgencyPartnership #BuildYourAgency 💡 Ever wondered why there's a cost to partner with SIA of NC? In this episode of Build Your Legacy: Insurance Edition, we break down what that investment really means—and why it’s one of the most valuable moves you can make for your agency’s future. ✅ Tailored Onboarding – Why every new agency gets a custom onboarding experience ✅ Foundation Support – From licensing to tech stack, get your agency ready to launch ✅ Commercial Growth Programs –

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12:41

Episode #36: Perpetuation Planning: Beyond the Why

Build Your Legacy: Insurance Edition ·

2025/04/03

#InsurancePerpetuation #AgencySuccession #InsuranceLegacy 🧩 Is your insurance agency ready for the future? In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation plan—before it’s too late. ✅ Why agencies fail to plan—and how that costs them ✅ Key factors that determine your agency’s true value ✅ How to prepare your agency for sale or internal succession ✅ What buyers look for and how to stay in control of your exit ✅ Creating

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12:41

Episode #35: Securing Your Legacy: Why Perpetuation...

Build Your Legacy: Insurance Edition ·

2025/03/27

#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 independent insurance agency. ✅ Solo Owner Considerations – What happens if your spouse doesn’t work in the business? ✅ Partnership Triggers – What to know if your business partner passes away. ✅ Operational Access – The importance of admin rights, bank

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11:35

Episode #34: The Pitfalls of Insurance Agencies: Why...

Build Your Legacy: Insurance Edition ·

2025/03/20

#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 down the top reasons why insurance agencies fail and how you can avoid common pitfalls. ✅ Financial Preparedness – Cash flow is king! Why agencies fail when they don’t plan for slow months. ✅ Self-Awareness – Selling insurance vs. running an agency—ar...

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24:12

Episode #33: What Makes A Good Independent Agency Owner?

Build Your Legacy: Insurance Edition ·

2025/03/14

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, profitability, and lasting client relationships. ✅ Relationships Matter – Success starts with strong connections, not just with clients but with carriers, underwriters, and staff. ✅ Entrepreneurial Mindset – The best agency owners are forward-thinking...

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10:04

Episode #32: 5 Pillars of Compensation: The Breakdown

Build Your Legacy: Insurance Edition ·

2025/03/06

💰 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 for your bottom line. ✅ Commission – The foundation of agency earnings, but how do partner agencies earn even more? ✅ Quarterly Overrides – Guaranteed bonuses for new and renewal business, paid out every quarter. ✅ Local Incentives – Extra bonuses SIA of NC negotiates ...

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11:32

Episode #31: The Evolution of Existing Agencies: Is...

Build Your Legacy: Insurance Edition ·

2025/02/27

Unlocking Growth: Why Existing Agencies Should Consider Partnerships Is 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 the right collaboration can drive revenue, improve market access, and enhance client service. ✅ Access to Markets – More than just new carriers—strategic market access and warm introductions. ✅ Bigger Relationships – How partnerships help you work with top-tier carri...

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6:48

Episode #30: Beyond Policies: Why Carrier...

Build Your Legacy: Insurance Edition ·

2025/02/20

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 your agency a competitive edge: ✅ Carrier & Underwriter Relationships – Why they matter just as much as client connections ✅ Trade Shows & Association Events – The best ways to engage and deepen partnerships ✅ Social & Business Networking – How ca...

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7:08

Episode #29: Essential Coverages for Independent...

Build Your Legacy: Insurance Edition ·

2025/02/13

Essential Insurance Coverage for Independent Insurance Agencies | Protect Your Business Running an independent insurance agency? Make sure you have the right insurance coverage to protect your business from costly claims and operational risks. In this episode, we break down the must-have policies every agency needs: ✅ Errors & Omissions (E&O) Insurance – Shields your agency from professional mistakes and negligence claims. ✅ Cyber Liability Insurance – Protects against data breaches,...

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6:31

Episode #28: How Many Carriers Do You Really Need?

Build Your Legacy: Insurance Edition ·

2025/02/06

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 independent insurance agency carrier relationships. We discuss: ✅ How carrier selection impacts your agency’s bottom line ✅ When to expand your markets—and when to hold back ✅ The importance of underwriting relationships for better pricing and flexibility ✅ Ho...

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7:43

Episode #27: Start-Up Costs for an Independent Agency

Build Your Legacy: Insurance Edition ·

2025/01/30

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 operating remotely, startup expenses are lower than ever, but having enough capital to cover at least three to six months without income is critical. We explore funding options, the risks of cutting corners, and strategies to set yourself up for success. W...

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6:22

Episode #26: Who Should Start an Independent Agency?

Build Your Legacy: Insurance Edition ·

2025/01/23

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 owner looking to partner with a producer to start an agency, there are several ways to get started. Tune in as our hosts dive into this recurring topic.

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6:49

Episode #25: Shifting Your Agency From Personal to...

Build Your Legacy: Insurance Edition ·

2025/01/16

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 with simpler accounts, building strong relationships with carriers, and leveraging training resources to develop the skills needed for success.

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6:55

Episode #24: Finding Your Focus: Personal or...

Build Your Legacy: Insurance Edition ·

2025/01/09

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, highlighting how personal lines often offer faster sales cycles and cash flow advantages, while commercial lines can bring complexity and long-term opportunities. Whether you're starting a new agency or looking to refine your focus, this conversation offe...

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14:00

Episode #23: Protecting Your People: The Right...

Build Your Legacy: Insurance Edition ·

2025/01/02

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 considerations under the Affordable Care Act, voluntary benefits like life and disability insurance, and innovative strategies like defined contribution plans. Brandon shares expert advice on building competitive benefits programs tailored to business goals while n...

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7:47

Episode #22: Opportunity Knocks: The Upside of M&A in...

Build Your Legacy: Insurance Edition ·

2024/12/26

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 industry disruptions create opportunities for talent recruitment, agency perpetuation, and client acquisition. Highlighting actionable insights, they encourage independent agencies to seize the moment, whether by recruiting top talent, forming new partner...

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6:07

Episode #21: Budgeting Tips for Independent Agencies

Build Your Legacy: Insurance Edition ·

2024/12/19

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 considerations such as historical data, guarantees, and loss ratios, and offer practical advice while emphasizing the importance of planning ahead for growth. Whether you include contingencies and profit sharing in your budget or not, the key takeaway is c...

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80 results

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