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 systems that set top-performing independent agencies apart.

In this episode we cover:
• Why intentionality drives every part of an elite agency
• How leading agencies use AI and modern technology to increase capacity
• The importance of knowing your numbers—expenses, income, ratios, and revenue per employee
• The role of strong carrier, client, and employee relationships
• How culture becomes a competitive advantage
• Why standardized processes help agencies scale
• Practical steps you can take today to improve your 2026 performance

If you’re planning your agency strategy for the new year, this conversation gives you the blueprint used by many of the top agencies in our network.

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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 foundation that lasts.

We walk through the key decisions every captive agent faces when stepping into independence, including carriers, technology, planning, and the first 90 days. With 2026 bringing more automation, AI tools, and expanded market access, there has never been a better time to make the move — if you do it the right way.

This episode gives you a clear, practical roadmap so you can transition with confidence and avoid the most common pitfalls new independent owners encounter.

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 conditions or growth strategies, this episode focuses on gratitude — for our agencies, our carriers, our team, and the entire SIAA community.

You’ll hear us talk about:
• Why we’re thankful for our independent agencies and the relationships we’ve built
• The carrier partnerships that support our members’ success
• The impact of our SIA of NC team and the work happening behind the scenes
• How the SIAA network helps us better serve our agencies
• Why strong relationships remain the foundation of the insurance business

This episode is a reminder that even in a fast-moving industry, what matters most is the people we work alongside every day.

If you have topics or questions you want us to cover as we head into the new year, email us at podcasts@siaofnc.com
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Website: https://www.siaofnc.com

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