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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

9:53

Episode #20: Caring Beyond Coverage: Giving Back...

Build Your Legacy: Insurance Edition ·

2024/12/12

In this episode, the focus shifts to the spirit of giving back during the holiday season by discussing the vital role insurance agencies play in supporting their communities. The conversation highlights how agencies can contribute not just financially but also by volunteering their time or setting up community drives. The discussion emphasizes the importance of aligning your contribution with your passion—be it children, sports, animal welfare, or other causes—to foster genuine engagement. As...

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12:39

Episode #19: Agency Planning for 2025

Build Your Legacy: Insurance Edition ·

2024/12/06

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 ...

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16:29

Episode #18: From the Carrier's View: Insights for...

Build Your Legacy: Insurance Edition ·

2024/12/03

Join us for an insightful conversation with Matt Littlejohn, a seasoned insurance professional with over 20 years of experience. In this episode, we dive into the process of carrier appointments, including how agencies can stand out to carriers and guidance for succeeding in the insurance industry. Matt shares valuable advice for agents looking to grow, build meaningful carrier relationships, and pivot from personal to commercial lines.Don’t miss this insightful guide to the carrier perspecti...

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10:42

Episode #17: Planning with Carriers for 2025

Build Your Legacy: Insurance Edition ·

2024/11/21

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 understanding what the carriers are looking for when planning with insurance agencies, we unpack the tools and tactics needed to stay ahead. Tune in to gain practical insights and actionable advice on navigating carrier relationships, enhancing service offerings, an...

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10:24

Episode #16: Unlocking Carrier Access

Build Your Legacy: Insurance Edition ·

2024/11/14

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 understanding carrier appetites and adapting to market conditions, highlighting the weekly Carrier Corner sessions and annual meetings as vital networking opportunities. She also explains the role of the Access Plus division, which serves as a testing ground...

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11:21

Episode #15: Let's Talk About AccessPlus!

Build Your Legacy: Insurance Edition ·

2024/11/07

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 carriers, giving agents access to competitive carrier options and helping them establish a compelling value proposition. Particularly valuable in hard markets, AccessPlus positions agents to showcase their capabilities, which can be crucial for carriers that a...

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15:36

Episode #14: Employee Classifications: Salary,...

Build Your Legacy: Insurance Edition ·

2024/10/31

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 and hourly employees, diving into why the choice between these two can impact an agency’s operations and financial responsibilities. They also clarify the differences between exempt and non-exempt employees under the Fair Labor Standards Act (FLSA), exp...

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6:00

Episode #13: How Do I Get Direct Codes?

Build Your Legacy: Insurance Edition ·

2024/10/24

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, which helps streamline the process. The hosts emphasize the importance of focusing on the right carrier partnerships, cautioning against taking on too many at once, and highlight the value of building long-term, efficient relationships to drive busines...

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11:57

Episode #12: Do I Own My Book of Business?

Build Your Legacy: Insurance Edition ·

2024/10/18

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 motivations behind why agents and producers ask this question, the challenges they face, and what it truly means to own a book of business.They also touch on the growing trends in the industry, such as mergers and acquisitions driven by private equity, and how th...

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10:38

Episode #11: Agency Foundation: Support For Every Stage

Build Your Legacy: Insurance Edition ·

2024/10/11

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 do I need to run my agency effectively? Whitney shares her 17 years of experience and explains our Agency Foundation Program, which supports new members in setting up their agencies, from licenses to tech stacks. Every agency is unique, and we tailor our suppo...

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8:04

Episode #10: Agency Partnerships: Who's on the Hunt?

Build Your Legacy: Insurance Edition ·

2024/10/04

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. We discuss how captive agents are looking for more options and ownership, and how producers are navigating changes in compensation and equity. Entrepreneurs are drawn to the insurance industry for its residual income potential and community connection...

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10:04

Episode #9: The Big Question: Why Doesn't Everyone Do...

Build Your Legacy: Insurance Edition ·

2024/09/27

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 as they explore the challenges and give insight into why their strategy hasn’t gained widespread traction—yet.Thinking about starting your own insurance agency but unsure where to begin? This podcast is for you! Already own an agency but want to grow a...

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18:18

Episode #8: Taxing Choices: 1099 vs. W-2 Decoding...

Build Your Legacy: Insurance Edition ·

2024/09/21

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 employee, as well as what penalties are involved if employees are misclassified.Looking to build your own insurance agency, but 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 b...

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10:39

Episode #7: Independent or Captive? The Breakdown

Build Your Legacy: Insurance Edition ·

2024/09/13

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 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!

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4:32

Episode #6: Let's Talk About Contingency

Build Your Legacy: Insurance Edition ·

2024/09/06

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 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!

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3:34

Episode #5: 3 Must-Ask Questions Before You Partner Up!

Build Your Legacy: Insurance Edition ·

2024/08/30

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 insurance agency, but 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!

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18:54

Episode #4: From Baseball to Business: Andy Neary's...

Build Your Legacy: Insurance Edition ·

2024/08/26

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 helping others pitch their business successfully to clientele! Looking to build your own insurance agency, but 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 ...

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7:09

Episode #3: SIA of NC's Annual Meeting

Build Your Legacy: Insurance Edition ·

2024/08/16

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 Annual Meeting this September.Looking to build your own insurance agency, but you're not sure where to start? This 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 ti...

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7:21

Episode #2: What is SIA of NC?

Build Your Legacy: Insurance Edition ·

2024/08/14

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 building their legacy!Looking to build your own insurance agency, but you're not sure where to start? This 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 a...

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7:37

Introduction: Welcome to Our Podcast!

Build Your Legacy: Insurance Edition ·

2024/08/02

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 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!

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