1. EachPod

474: 3 Tips for Captive Agents Declaring Their Independence

Author
The Insurance Dream Podcast
Published
Wed 20 Aug 2025
Episode Link
https://theinsurancedream.podbean.com/e/474-3-tips-for-captive-agents-declaring-their-independence/

Making the leap from captive to independent agency ownership can feel overwhelming, especially in that critical first year. In this episode, I’m joined by Spencer with Brightfire to break down three essential tips every agent should focus on when declaring their independence. We talk about setting realistic first-year goals, choosing the right carrier access strategy, deciding which products to sell, and building workflows that create strong client relationships from day one. You’ll also hear practical advice on establishing your online presence so your new agency can be found and trusted. If you’re considering going independent—or you’ve just taken the leap—this episode will help you chart a clearer path to success.


Today's episode sponsored by: https://theinsurancedream.com/digital-marketing 

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