Thinking about partnering with a network like SIAA? In this episode, we sit down with Don Mills, President of SIA Group, to explore why SIA Group chose to partner with SIAA—and how it helped grow the agency from 40 to 120 employees without losing independence.

✅ Learn the financial benefits of agency partnerships
✅ Understand how partnerships protect independence
✅ Hear real examples of long-term growth and support
✅ Discover why this model still works decades later

📌 Subscribe for more insights on growing and sustaining your independent agency.

Learn more at: www.siaofnc.com

#AgencyPartnershipBenefits #InsuranceGrowth #IndependentAgencySuccess #BuildYourLegacy #InsuranceBusiness #Insurance

#Insurance #SalesStrategy #IndependentAgency

🚨 Not all business is good business.

In this episode of Build Your Legacy: Insurance Edition, we explore when it's time to walk away from a prospect—and why it’s often the smartest move an agency owner can make.

✅ When “helping” actually hurts your agency
✅ The trap of quoting midterm policies
✅ How to recognize bad fits before you waste your time
✅ The cost of serving certificate-only clients
✅ Why saying no can help you grow faster

Want to grow smarter and sell better? This episode is your guide to protecting your time, reducing E&O exposure, and focusing on the right opportunities.

📧 Send us your topic suggestions at podcast@siaofnc.com
🌐 Learn more at www.siaofnc.com

Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more!

#InsurancePodcast #IndependentAgencies #WalkAwayInsurance #InsuranceSales #InsuranceStrategy #InsuranceGrowth #BuildYourLegacy

#Insurance #AgencyNetworking #CarrierRelationships

🎯 This episode of Build Your Legacy: Insurance Edition gives a sneak peek into SIA of NC’s revamped annual meetings and how they're creating unmatched opportunities for insurance agency networking.

✅ Two regional locations—Charlotte and Durham
✅ Business insights + informal relationship building
✅ A fun, relaxed Topgolf setting for all team members
✅ Connect with carriers, strengthen your agency’s presence
✅ Why showing up this spring could lead to growth opportunities

👉 Whether you're a principal, producer, or account manager, there's something here for you. Discover why these events are a must-attend for any agency focused on building deeper industry relationships.

🔗 www.siaofnc.com | 📧 podcast@siaofnc.com
🎙️ Available on YouTube, Apple Podcasts, Spotify, Amazon Music, and more.

#InsuranceSuccess #AgencyGrowth #IndependentAgencies #NetworkingEvents #BuildYourLegacy

Title: Thinking About Buying an Insurance Agency? Start Here
Description:
📌 Buying an insurance agency is a big decision—and not one to rush. In this episode of Build Your Legacy: Insurance Edition, we break down the essential questions to ask before making the leap.
✅ What to know about revenue and carrier relationships
✅ How to evaluate fit with your existing agency
✅ The importance of staffing, overhead, and lease contracts
✅ Why due diligence and NDAs matter
✅ Tips for maintaining book value after the sale
Whether you're exploring your first acquisition or preparing for a future buyout, this episode will help you start smart and avoid costly missteps.
🔗 Learn more at www.siaofnc.com
📧 Have a topic idea? Email us at podcast@siaofnc.com
🎧 Available on YouTube, Apple Podcasts, Spotify, Amazon Music & more.
#InsuranceAgency #BuyAnAgency #IndependentAgencies #InsuranceAcquisition #BusinessGrowth #InsurancePodcast #CarrierRelationships #DueDiligence #AgencyOwnership #BuildYourLegacy #insurance

#Insurance #AgencyPartnership #BuildYourAgency
💡 Ever wondered why there's a cost to partner with SIA of NC?
In this episode of Build Your Legacy: Insurance Edition, we break down what that investment really means—and why it’s one of the most valuable moves you can make for your agency’s future.
✅ Tailored Onboarding – Why every new agency gets a custom onboarding experience
✅ Foundation Support – From licensing to tech stack, get your agency ready to launch
✅ Commercial Growth Programs – Resources to help you scale into commercial lines
✅ Compensation & Perpetuation – Support to build long-term business value
✅ Custom Entry Fee – Your cost is based on your agency’s unique goals
Want to explore your custom partnership? Connect with us at www.siaofnc.com.
🎙️ Available on YouTube, Apple Podcasts, Amazon Music, and Spotify.
📧 Have questions or topic ideas? Email us at podcast@siaofnc.com
#CostToPartner #IndependentAgencies #InsuranceGrowth #AgencyOwnership #BuildYourLegacy

#InsurancePerpetuation #AgencySuccession #InsuranceLegacy
🧩 Is your insurance agency ready for the future?
In this episode of Build Your Legacy: Insurance Edition, we unpack the essential steps to creating a smart perpetuation plan—before it’s too late.
✅ Why agencies fail to plan—and how that costs them
✅ Key factors that determine your agency’s true value
✅ How to prepare your agency for sale or internal succession
✅ What buyers look for and how to stay in control of your exit
✅ Creating transparency through financials and operations
Whether you're five years from retirement or just thinking ahead, the best time to start planning is now.
📌 Subscribe for more strategic insights to help you build and protect your insurance agency legacy.
🎧 Available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.
📩 Have questions or topics you'd like us to cover? Email us at podcast@siaofnc.com
🌐 Learn more: www.siaofnc.com
#IndependentAgencies #InsuranceSuccession #BusinessLegacy #InsurancePlanning #ExitStrategy #BuildYourLegacy #InsuranceBusiness #insurance

#AgencySuccessionPlanning #IndependentAgencies #BuildYourLegacy
🔒 Who takes over your agency if something happens to you?
In this episode of Build Your Legacy: Insurance Edition, we explore why succession planning is essential for every independent insurance agency.
✅ Solo Owner Considerations – What happens if your spouse doesn’t work in the business?
✅ Partnership Triggers – What to know if your business partner passes away.
✅ Operational Access – The importance of admin rights, bank account access, and licensing.
✅ Financial Protection – Avoiding a fire-sale and preserving your agency’s value.
✅ Emergency Support – How partners like SIA of NC can step in to keep operations running.
This is more than a business decision—it’s a legacy move.
Learn more at www.siaofnc.com or contact us at podcast@siaofnc.com
🎧 Listen on YouTube, Apple Podcasts, Amazon Music, Spotify, and all major platforms.
📩 Have topic suggestions? Email us at podcast@siaofnc.com
#AgencySuccessionPlanning #InsurancePodcast #IndependentAgencies #LegacyPlanning #InsuranceBusiness #ContingencyPlanning #BuildYourLegacy #SIAofNC