• Episode #49: What New Agency Owners Should Know
    2025/07/03

    🎙 Thinking about starting your own insurance agency? Before you leap, it’s critical to understand what it really takes to succeed.
    In this episode of Build Your Legacy: Insurance Edition, we talk about the expectations vs. reality of launching an insurance agency. From long hours and stress management to handling every part of the business yourself, we break down the truths new owners need to hear.
    ✅ The misconception of "less stress"
    ✅ Why you’re more than just the owner
    ✅ What flexibility really looks like
    ✅ How to manage stress as a solo entrepreneur
    ✅ Why having the right partner changes everything
    📌 If you're serious about building a successful agency, you need more than passion—you need preparation. This episode will help you get there.
    👉 Learn more about partnering with SIA of NC: www.siaofnc.com
    📩 Have questions or ideas? Email us at podcast@siaofnc.com
    🎧 Subscribe on YouTube, Spotify, Apple Podcasts, Amazon Music, or wherever you listen.
    #IndependentAgencies #BuildYourLegacy #InsuranceBusiness #StartupSuccess #InsuranceEntrepreneur #InsuranceSupport #SIANetwork #insurance #podcast

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    9 分
  • Episode #48: Tips for Growing Your Commercial Book of Business
    2025/06/26

    Thinking about growing your commercial book of business but not sure where to begin? In this episode, we sit down with Jerry Thacker, Director of Commercial Lines Development at SIAA, to discuss how independent agents can confidently break into the commercial space.
    ✅ Why commercial insurance is key to agency success
    ✅ Common mistakes new commercial producers make
    ✅ How to align with carriers and build your prospect list
    ✅ Leveraging SIA of NC’s Business Insurance Advantage (BIA) program
    ✅ Real strategies for building niche expertise and improving submissions
    Jerry shares practical tips, personal stories, and growth strategies that every independent agent can learn from. Whether you're brand new to commercial or looking to strengthen your existing book, this episode is packed with insights.
    🔗 Learn more at www.siaofnc.com
    📧 Questions or topic suggestions? Email us at podcast@siaofnc.com
    🎧 Listen on Apple Podcasts, Spotify, YouTube, Amazon Music, and more.
    #CommercialLines #insurancesales #agencygrowth #insurance #podcast

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    15 分
  • Episode #47: Be MA& Ready: Start With A Plan
    2025/06/19

    Is your agency ready to acquire another book of business or agency? In this episode, we walk through what it takes to prepare financially and strategically for an acquisition.
    ✅ Learn why agency buyers need a plan before they shop
    ✅ Discover the importance of building banking and seller relationships
    ✅ Hear real-world insights on creative deal structuring
    ✅ Understand how small agencies can compete with larger brokers
    Whether you’re just starting to explore buying or you're ready to move forward, this episode delivers practical advice you can use immediately.
    💡 Subscribe for more strategies to grow and scale your agency.
    🔗 Learn more: www.siaofnc.com
    #agencyacquisition #insurancegrowth #independentagency #agencyownership #mergersandacquisitions #insurancepodcast #buildyourlegacy #SIANetwork #insurance #planning

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    7 分
  • Episode #46: Cyber Coverage 101: What It Is & Why You Need It
    2025/06/12

    Is your agency prepared for a cyberattack?
    In this episode of Build Your Legacy: Insurance Edition, we talk with Adam from RPS—our go-to cyber expert—about the real impact of cyber threats and how cyber liability insurance protects agencies and their clients.
    ✅ What cyber liability insurance really covers
    ✅ Why every agency needs this policy—even if using third-party platforms
    ✅ How policies respond during a breach or ransomware attack
    ✅ Why offering cyber to clients adds value and builds trust
    Cyber attacks are no longer a matter of “if”—but “when.” Get the coverage, get the protection, and get peace of mind.
    🎧 Subscribe and never miss an episode.
    📍 Learn more: www.siaofnc.com
    📩 Email us your topic ideas at podcast@siaofnc.com
    #InsuranceProtection #BuildYourLegacy #CyberInsurance #IndependentAgencies #InsurancePodcast #InsuranceRisk #ClientDataSecurity #InsuranceCompliance #AgencyTools #InsuranceExperts #CyberLiability #InsuranceCoverage #AgencyProtection

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    10 分
  • Episode #45: Let's Talk Profitability
    2025/06/05

    💼 Is your agency hitting the right profit margin? In this episode of Build Your Legacy: Insurance Edition, we unpack what insurance agencies should be targeting for profitability—and why so many fall short.
    ✅ Typical agency profit margins: Why 2-10% isn’t enough
    ✅ What’s driving low margins—and how to fix it
    ✅ How to improve profit through smarter business placement
    ✅ The hidden impact of contingency bonuses and carrier relationships
    ✅ Scaling with purpose: How to grow without breaking the bank
    ✅ Why SIA of NC partners outperform industry benchmarks
    If you’re serious about growing your insurance agency, this conversation is a must-listen.
    📌 Learn how SIA of NC helps agencies boost profit margins and build for the long haul: www.siaofnc.com
    📧 Got a topic idea? Email us at podcast@siaofnc.com
    🎧 Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.
    #InsuranceProfitability #buildyourlegacy #insurancepodcast #InsuranceAgencySuccess #siaofnc #financialstrategy #InsuranceOperations #CarrierStrategy #AgencyProfitMargins #insurancegrowth #independentagencies #insurance

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    10 分
  • Episode #44: Clicks, Leads, Clients, Repeat: Digital Marketing Tips
    2025/05/29

    📢 Wondering how to make digital marketing actually work for your insurance agency?
    In this episode of Build Your Legacy: Insurance Edition, we break down what a strong digital marketing strategy looks like—and how agents can avoid common pitfalls while boosting online visibility and lead generation.
    ✅ Learn how to identify your ideal client and target the right platform
    ✅ Understand the difference between traffic and conversion
    ✅ Get low-cost ideas for boosting your reach and engagement
    ✅ Discover why patience is key to long-term digital success
    ✅ Know when it’s time to outsource—and what to expect
    Whether you’re handling marketing yourself or thinking about hiring a third-party partner, this episode is packed with actionable tips for growing your insurance business online.
    📌 Visit www.siaofnc.com to learn more
    🎧 Subscribe to Build Your Legacy: Insurance Edition on YouTube, Apple Podcasts, Amazon Music, Spotify, and more
    📩 Email us at podcast@siaofnc.com with episode suggestions!
    #independentagencies #digitalmarketing #InsuranceBranding #insurancesales #marketingtips #insurancepodcast #buildyourlegacy #InsuranceProspecting #insurancemarketingagency #digitalstrategy #insurancegrowth #insurance

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    15 分
  • Episode #43: Owner Compensation: What to Pay Yourself and Why
    2025/05/22

    How Much Should Insurance Agency Owners Pay Themselves?
    How do independent insurance agency owners decide what to pay themselves?
    In this episode of Build Your Legacy: Insurance Edition, we dive into insurance agency compensation—how much to pay yourself, when to adjust your salary, and why stability matters more than spikes in income.
    ✅ Producer vs. Owner Pay – How to set your rate based on your role
    ✅ Market-Based Salaries – Why local benchmarks are essential
    ✅ Avoiding Overpayment – Don’t let good months create bad habits
    ✅ End-of-Year Planning – Reinvesting and structuring owner distributions
    ✅ Transitioning Roles – Adjusting compensation as your agency scales
    This episode is a must for new and growing agency owners aiming to build stability and financial success.
    Learn more at: www.siaofnc.com
    Topic suggestions? Email us at podcast@siaofnc.com
    Listen on YouTube, Apple Podcasts, Amazon Music, Spotify, and all major platforms.
    #InsuranceAgencyCompensation #AgencyOwnerPay #IndependentAgencies #InsuranceBusiness #FinancialPlanning #InsuranceSuccess #AgencyGrowth #BuildYourLegacy #SIAofNC #InsurancePodcast #Insurance

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    7 分
  • Episode #42: Stability: Why It Matters In Insurance
    9 分