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.

🌐 Learn more: https://www.siaofnc.com

📩 Topic suggestions: podcasts@siaofnc.com

Subscribe on your favorite platform and leave us a review!
YouTube | Apple | Spotify | Amazon Music

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
.

Connect with us:
Website: https://www.siaofnc.com

YouTube • Apple Podcasts • Spotify • Amazon Music

Just like our kids latch onto trends like “6, 7,” the insurance world has its own trends that are shaping how the industry moves. One of the biggest? Technology. From automated tools to smarter data tracking, tech is influencing how agencies operate, how carriers make decisions, and how customers expect to interact with their insurance.

If you’re not on board with the technology wave, you’re going to get left behind. In this episode, we break down the major trends unfolding across the market and talk through what agencies should be focusing on as we head toward 2026.

Tune in to hear what’s changing, what’s coming next, and how you can position yourself and your agency to stay ahead.

The insurance industry is shifting fast — and 2026 will look completely different from today. In this episode, we break down what agency owners, principals, and producers should be doing right now to get ahead.

We cover the practical planning steps every insurance agency needs for 2026, including strengthening your processes, preparing for market changes, and integrating AI tools that actually improve growth and efficiency.

Whether you’re an independent agency, a startup, or a growing shop looking to scale, this episode gives you a clear roadmap to future-proof your business and stay competitive in the changing landscape.

Topics we cover:
• Why 2026 will be a major turning point for insurance agencies
• How AI can support prospecting, service, underwriting prep, and retention
• Building stronger systems and processes before growth hits
• Technology investments worth making now
• Where agencies are falling behind — and how to stay ahead

What started as a laugh about the latest kid craze — “67!” — quickly turned into a deeper conversation about what really fuels energy inside an independent insurance agency: organic growth.

In this episode, Bill and Travis break down why writing new business isn’t just about revenue — it’s about building momentum, strengthening culture, and driving long-term success for your entire team.

✅ Why every agency needs consistent organic growth
✅ How new business creates energy and excitement across the team
✅ The link between growth, carrier relationships, and profitability
✅ Why growth helps you compete for both business and talent
✅ How to reinvest revenue to strengthen your agency’s future

Whether you’re starting out or scaling up, organic growth is the key to sustainability and success.

🎙️ Listen now on Apple Podcasts, Spotify, or wherever you get your podcasts!

#AgencyGrowth #InsuranceSuccess #BuildYourLegacy #IndependentAgencies #InsurancePodcast #OrganicGrowth #67Trend #SixSeven

In this episode, Bill and Travis recap their time in Boston at the annual SIAA meeting and share insights about the launch of SIAA NXT, a groundbreaking AI-driven platform built to help independent insurance agencies operate more efficiently and make smarter, data-based decisions.

They discuss how artificial intelligence is reshaping the independent agency model — from improving submissions and carrier relationships to identifying growth opportunities and strengthening profitability.

Episode Highlights:

• How SIAA NXT is changing the way agencies use data
• Why AI and automation are critical for agency success
• What SIAA’s investment means for member agencies nationwide
• How innovation is helping local agencies stay competitive
• Recap of the $88,000 raised for Dana-Farber Cancer Institute during Pink Evening

The future of insurance is here — and it’s powered by AI.

The Insurance Journal: https://www.insurancejournal.com/news/national/2025/10/15/843706.htm

🎙 Build Your Legacy: Insurance Edition is available on YouTube, Apple Podcasts, Amazon Music, and Spotify.
Learn more at www.siaofnc.com
or email podcast@siaofnc.com
with topic ideas!

#Insurance #SIAANext #AIinInsurance #InsurancePodcast #IndependentAgencies #BuildYourLegacy #InsuranceInnovation #AgencyGrowth #SIAA

In this episode, we welcome Tracy Goodman, Agency Growth Coach at SIA of North Carolina. She discusses her role in helping independent agencies identify growth opportunities, strengthen carrier partnerships, and implement strategies for long-term success.

Hear how programs like the Business Insurance Advantage (BIA) and personalized support from SIA of NC help members grow with confidence.

Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.
Learn more at www.siaofnc.com
or email podcast@siaofnc.com
for topic suggestions.

#InsuranceGrowth #IndependentAgencies #AgencyDevelopment #InsurancePodcast #SIAANC #BuildYourLegacy