Episode #71: How to Transition from Captive to Independent in 2026
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Episode #71: How to Transition from Captive to Independent in 2026
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About this listen
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.
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