In this episode of Build Your Legacy: Insurance Edition, we welcome back Stefani Butschle to address a common question for agency owners: how do I classify internal staff correctly? Stefani and Bill break down the distinctions between salaried and hourly employees, diving into why the choice between these two can impact an agency’s operations and f…

In this episode, Bill and Travis tackle a common question in the insurance world: How do I get direct codes from carriers? They discuss basic approaches for agents, like contacting carriers directly, and the benefits of the Access Plus program, which helps streamline the process. The hosts emphasize the importance of focusing on the right carrier p…

In this episode, Bill and Travis tackle one of the most common questions they receive: Do I own my book of business? Take a listen as they dive deep into the nuances of ownership in the insurance industry. The conversation covers the motivations behind why agents and producers ask this question, the challenges they face, and what it truly means to …

We’re excited to introduce Whitney Oliver, our Agency Partner Growth Coach, who will guide us through the essentials of starting and running your own agency. In this episode, we tackle key questions like: How do I get started? What do I need to run my agency effectively? Whitney shares her 17 years of experience and explains our Agency Foundation P…

In this episode, we explore why agency owners, captive agents, producers, and entrepreneurs are turning to agency partnerships. Market challenges and industry shifts are pushing professionals to seek growth, ownership, and diversification. We discuss how captive agents are looking for more options and ownership, and how producers are navigating cha…

In this episode, Bill and Travis tackle one of the most frequently asked questions: "If it’s so great, why doesn’t everyone do it?" They break down the barriers, from costs to ROI, offering clear and valid reasons behind their approach. Tune in as they explore the challenges and give insight into why their strategy hasn’t gained widespread traction…

In this episode, Bill and Stefani Butschle discuss what it means to be a 1099 employee and a W-2 employee, and the differences between the two. Listen as they talk through and "decode" the IRS expectations for employers regarding each type of employee, as well as what penalties are involved if employees are misclassified. Looking to build your own …

In this episode, Bill and Travis discuss the major differences between independent and captive agencies. Take a listen as they talk about location, technology and commission differences! Looking to build your own insurance agency, but you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow b…

In this episode, Bill and Travis discuss what contingency is, who can get it, and the significant impact it can make regarding your agency's success. Looking to build your own insurance agency, but you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick ar…

Short, sweet and to the point as the saying goes! In this episode, Travis and Bill discuss the top three questions a potential agency partner should ask before signing on the dotted line of any agreement. Looking to build your own insurance agency, but you're not sure where to start? This is the podcast for you! Have your own insurance agency, but …

Meet Andy Neary! In this episode, Andy and Travis talk about the upcoming 2024 Annual Owners' Meeting, and what Andy has in store for those in attendance. Listen as Andy discusses how he went from pitching baseballs for the Milwaukee Brewers to helping others pitch their business successfully to clientele! Looking to build your own insurance agency…

In this episode, Bill and Travis talk about our upcoming 2024 Annual Owners' Meeting in Durham, NC, and why the Annual Meeting is important. Take a listen as they discuss past meetings, as well as who the special keynote speaker is for the Annual Meeting this September. Looking to build your own insurance agency, but you're not sure where to start?…

In this episode, Bill and Travis answer one of their most-asked questions: What is SIA of NC? Take a listen, as they explain who SIA of NC is and why it is a great choice for agents who are looking to start their own insurance agency and start building their legacy! Looking to build your own insurance agency, but you're not sure where to start? Thi…

Welcome to SIA of NC's first podcast episode! Meet our hosts, Bill Mills and Travis Collier, as they walk you through who they are, what the overall goal of this podcast is, and what to expect from them (and others) in the future! Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your o…