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
87 episodes
Episode #87: Agency Growth Series: Internal Agency Investment Strategies
#Insurance #AgencyGrowth #InternalAgencyInvestmentIs your agency built to handle growth, or just chasing it?In this episode, we focus on internal agency investment and why it is the foundation for long-term success.✅ Techno...
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Season 3
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Episode 87
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17:40
Episode #86: Agency Growth Series: The Silent Killers Holding Agencies Back
#Insurance #AgencyGrowth #IndependentAgenciesAre your agency growth strategies actually working, or are they being held back by hidden risks?In this episode, we break down the silent killers of agency growth that many owners overl...
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Season 3
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Episode 86
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20:56
Episode #85: Agency Growth Series: Building Referral Relationships for Insurance Agency Growth
#Insurance #AgencyGrowth #IndependentAgentsHow do independent agents create sustainable insurance agency growth?In this episode of Build Your Legacy: Insurance Edition, we discuss the difference between transactional selling and r...
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Season 3
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Episode 85
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16:03
Episode #84: Agency Growth Series: Building Sales Confidence for Insurance Producers
#Insurance #SalesConfidence #AgencyGrowthConfidence often separates successful producers from those who struggle to maintain momentum.In this episode of Build Your Legacy: Insurance Edition, the conversation focuses on how ...
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Season 3
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Episode 84
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19:46
Episode #83: Agency Growth Series: The Power of an Agency Growth Partnership
In this first episode of our Agency Growth Series, we break down how an agency growth partnership can multiply results for independent insurance agencies. Growth is not just about writing more business. It is about faster market access, stronge...
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Season 3
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Episode 83
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26:32
Episode #82: How Insurance Agency Profit Sharing Works
Insurance agency profit sharing is one of the most important yet misunderstood components of independent agency compensation.In this episode, we explain how carriers structure profit sharing programs, what premium thresholds mean, how lo...
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Season 3
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Episode 82
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13:51
Episode #81: Independent Agency Diversification: Protecting Long-Term Value
Independent agency diversification plays a critical role in long-term agency growth, stability, and valuation.In this episode, we explore how over-concentration with one carrier, one industry, or a small group of large clients can impact...
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Season 3
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Episode 81
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16:16
Episode #80: Building an Independent Agency Legacy: Growth, Talent, and Long-Term Value
Building an independent agency legacy requires more than managing renewals and relationships. Long-term value is created through organic growth, talent development, reinvestment, and strong systems.This episode explores how agency owners...
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Season 3
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Episode 80
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14:19
Episode #79: Strategic Carrier Partnerships for Independent Agencies
Carrier access is one of the biggest challenges facing independent agencies today. As underwriting tightens and markets shift, having the right strategic carrier partnerships matters more than ever.In this episode, we explore how thought...
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Season 3
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Episode 79
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12:20
Episode #78: Why Insurance Agency Owners Need Mentors and Peer Groups
Agency ownership doesn’t have to be lonely. This episode focuses on the power of mentorship and peer groups in helping insurance agency owners navigate growth, leadership challenges, and decision-making.Key topics include: • Men...
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Season 3
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Episode 78
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10:12
Episode #77: Independent Agency Ownership: From Captive Agent to Building Your Own Business
Independent agency ownership offers flexibility, equity, and control—but the path is rarely straightforward.This episode shares a firsthand journey from captive insurance to launching and growing an independent agency during challenging ...
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Season 3
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Episode 77
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14:02
Episode #76: Insurance Market Outlook: What Independent Agencies Need to Know
The 2026 insurance outlook points to stabilization, not softness. As rate-driven growth slows, carriers are shifting their attention toward organic growth, underwriting discipline, and risk quality.This conversation explores: • ...
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Season 3
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Episode 76
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12:21
Episode #75: Fresh Start for Insurance Agencies: Building Daily Habits That Drive Long-Term Growth
The New Year is often seen as a clean slate—but lasting success in insurance doesn’t come from drastic resolutions. In this episode of the Build Your Legacy Insurance Edition podcast, Bill and Travis discuss how producers and agency leaders can...
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Season 3
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Episode 75
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10:28
Episode #74: Christmas Lessons for Insurance Agencies: Preparation, Kindness and Culture
In this special holiday edition of the Build Your Legacy Insurance Edition podcast, we step back from the day-to-day grind and talk about what the Christmas season can teach insurance agencies about leadership, preparation, and culture...
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Season 3
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Episode 74
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9:16
Episode #73: How Independent Agencies Compete for Talent in 2026
In this episode of the Build Your Legacy Insurance Edition podcast, Bill and Ted explore how independent insurance agencies can successfully compete for talent as the industry moves toward 2026.With hiring consistently ranking a...
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Season 3
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Episode 73
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16:17
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 system...
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Season 3
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Episode 72
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11:31
Episode #71: How to Transition from Captive to Independent in 2026
Thinking about leaving the captive model and becoming an independent insurance agency in 2026? This episode breaks down the realities of that transition — what’s changing in the market, what you need to prepare for, and how to build a foundatio...
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Season 3
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Episode 71
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14:35
Episode #70: What We’re Thankful For: An Insurance Thanksgiving Message
In this Thanksgiving edition of the Build Your Legacy: Insurance Edition podcast, Bill and Travis take a moment to reflect on the people and partnerships that make the insurance industry what it is. Instead of talking about market condit...
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Season 3
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Episode 70
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5:05
Episode #69: Insurance Market Trends Shaping 2026 and Beyond
Just like our kids latch onto trends like “6, 7,” the insurance world has its own trends that are shaping how the industry moves. One of the biggest? Technology. From automated tools to smarter data tracking, tech is influencing how agencies op...
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Season 3
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Episode 69
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9:17
Episode #68: How Insurance Agencies Should Prepare for 2026: AI, Strategy, and Growth
The insurance industry is shifting fast — and 2026 will look completely different from today. In this episode, we break down what agency owners, principals, and producers should be doing right now to get ahead.We cover the pract...
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Season 3
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Episode 68
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9:02
Episode #67: Insurance Agency Growth Strategies: How Organic Growth Wins
What started as a laugh about the latest kid craze — “67!” — quickly turned into a deeper conversation about what really fuels energy inside an independent insurance agency: organic growth.In this episode, Bill and Travis...
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Season 3
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Episode 67
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11:19
Episode #66: SIAA NXT: How AI Is Transforming Independent Insurance Agencies
In this episode, Bill and Travis recap their time in Boston at the annual SIAA meeting and share insights about the launch of SIAA NXT, a groundbreaking AI-driven platform built to help independent insurance agencies operate more efficie...
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Season 3
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Episode 66
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8:12
Episode #65: How Agency Growth Coaching Helps Independent Agencies Thrive
In this episode, we welcome Tracy Goodman, Agency Growth Coach at SIA of North Carolina. She discusses her role in helping independent agencies identify growth opportunities, strengthen carrier partnerships, and implement strategies for ...
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Season 3
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Episode 65
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12:46
Episode #64: Protecting Your Income: Why Every Owner Needs Disability Insurance
What would happen if you couldn’t work tomorrow?In this episode, Bill and Josh Harward break down why disability insurance for business owners is critical for income protection and business stability. Learn how disability coverage...
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Season 3
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Episode 64
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6:03
Episode #63: Protecting What You’ve Built: How Life Insurance Powers Perpetuation
In this episode of Build Your Legacy: Insurance Edition, Bill and Josh Harward discuss why every agency owner should prioritize life insurance planning. From buy-sell agreements to policy funding and disability protection, they ...
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Season 3
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Episode 63
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11:20