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The Insurance Dream podcast features tips on running your Insurance Agency from industry experts and interviews with people who have been able to live out their Insurance Dream.
The Insurance Dream podcast features tips on running your Insurance Agency from industry experts and interviews with people who have been able to live out their Insurance Dream.
Episodes

Wednesday Aug 20, 2025
474: 3 Tips for Captive Agents Declaring Their Independence
Wednesday Aug 20, 2025
Wednesday Aug 20, 2025
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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