Resources · Articles

Written by people who made the jump.

No fluff, no quizzes. The articles below are the ones agents send to other agents.

Written By Operators

Every article here comes from people who made the jump and still run a retail agency today.

Latest articles

How to Succeed in Your First Year as an Independent Agency Owner

It’s been a minute… but it has been a busy few months for our group! After a few recent interactions with agency owners, I felt this article may be helpful to those looking to start...

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Article · 2 min read

4 Ways to Gain Access to Insurance Carriers

With this option, you contact a carrier directly and create a relationship through a ‘direct contract.’ You usually start at the bottom and have sales quotas. This type of access has...

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Article · 5 min read

10 Crucial Questions to Ask Before Joining any Insurance Agency Group

Upfront fees, commission splits, NO profit-sharing, and lack of ownership.

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Article · 3 min read

5 Reasons Owning an Insurance Agency is a Smart Choice

I am tackling questions I hear most when meeting with prospective independent agency owners. You could be looking for a great business to own and are just now considering becoming an...

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Article · 7 min read

What Agency Owners Think They Know

Last month, we teamed up with a group of producers to give you the inside scoop on professional life from their perspective. This month, we partnered with a group of agency owners to ask...

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Article · 5 min read

What do Agency Producers REALLY Think?

This month, we’ve teamed up with a group of producers to give you the inside scoop on professional life from their perspective. With a combined 30+ years of experience, together these...

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Article · 4 min read

Personal Lines or Commercial Lines...Where Should I Focus My Agency?

We asked our LinkedIn followers to help us chose this month’s article topic and here it is! Which line of business should my agency focus on, commercial lines or personal lines? This can...

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Article · 6 min read

5 Steps from Captive to Independent

I recently did a web presentation about moving from the captive to the independent agency world and how to have the right ‘perspective’ to make a successful transition. I wanted to take...

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Article · 2 min read

How Many Carriers Do You Really Need?

I come across the following scenario often: A career captive agent is making the decision to ‘go independent’ and is looking for the group that can offer the most carriers. They have...

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Article · 3 min read

Selling Your Independent Insurance Agency - Part II

In the first part of my article on how to sell your independent insurance agency, I covered assessing the value of the agency book of business. In part II, I will discuss the preparation...

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Article · 3 min read

Selling Your Independent Insurance Agency - Part I

My job most often centers around helping agents grow their business, NOT sell their business. However, there are times when I am asked to evaluate the sale of an agency and what that...

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Article · 2 min read

Making 'Working From Home,' Work

I caught an interview this morning on CNBC with Barry Diller, businessman and billionaire who stated:

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