Do You Actually Own Your Insurance Book? Independent Agent's most Frustrating Problem.

Getting carrier appointments can create a frustrating chicken-and-egg problem for independent agencies: carriers may want proof of production before offering a direct appointment, but agencies need access before they can build that production history. 

In this episode of Agency Ascent, Chad Brumet, Chris Sterlacci, and Jessica McBurney break down their solution to help agencies navigate that gap ... its called AccessPlus.

They also discuss how to evaluate whether you truly own your book, what to look for in MGA and network agreements, why mentorship matters when moving from captive to independent, and how service center agreements can support growth.

Want to know more, give us a shout! visit https://www.covericaaa.com/

About the Show

Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner, Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset.

CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market.

New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com. Finally, if you like the podcast, we encourage you to subscribe and leave us a review.

Visit us at www.covericaaa.com