Captive to Independent Pt. 1 - Niki Henley

08/13/24 • 32 min

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Niki Henley from Extra Mile Insurance Solutions about her transition from being a captive insurance agent to becoming an independent agent. They discuss Niki's background in insurance, the challenges she faced as a captive agent, and the resources she utilized to aid in her transition.
Takeaways

Finding a community of independent agents through platforms like Facebook can provide valuable support and guidance.
It's important to focus on learning insurance in general, not just the underwriting guidelines of a specific carrier.
Don't feel pressured to adopt every new technology or tool in the market. Only invest in solutions that address specific problems in your agency.
Timing is important when making the transition to independence, but there may never be a perfect time. If it feels right, go for it.

Learn more about Extra Mile Insurance Solutions:
https://www.extramileins.com/
https://www.facebook.com/Agenthenley
https://www.instagram.com/agenthenley

To connect with Niki, reach out via LinkedIn or Facebook.
Learn more about the "Insurance Mavericks" Facebook group by clicking here.

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For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft
Intro/Outro music by Denys Kyshchuk from Pixabay

Finding a community of independent agents through platforms like Facebook can provide valuable support and guidance.
It's important to focus on learning insurance in general, not just the underwriting guidelines of a specific carrier.
Don't feel pressured to adopt every new technology or tool in the market. Only invest in solutions that address specific problems in your agency.
Timing is important when making the transition to independence, but there may never be a perfect time. If it feels right, go for it.

Learn more about Extra Mile Insurance Solutions:
https://www.extramileins.com/
https://www.facebook.com/Agenthenley
https://www.instagram.com/agenthenley

To connect with Niki, reach out via LinkedIn or Facebook.
Learn more about the "Insurance Mavericks" Facebook group by clicking here.

Previous Episode

Summer Break & Looking Towards Season Two

Kenny Hendricks, host of the Insurance Perspectives podcast, discusses the road ahead for the IP podcast. Season one has concluded and season two will begin on August 13th.

Next Episode

Captive to Independent Pt. 2 - Ron Keats

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ron Keats of Keats Insurance Agencies about his transition from being a captive insurance agent to becoming an independent agent. Ron shares his background as a captive agent and how he established himself in the independent space. He discusses the advantages and challenges of being a captive agent and the importance of having choice and options for clients. Ron emphasizes the need for agents to participate in industry groups and think tanks and build a team to work on the business rather than in the business.
Takeaways

Transitioning from being a captive agent to becoming an independent agent requires preparation and a clear value proposition.
Participating in industry groups and think tanks can provide valuable insights and support for independent agents.
Delegating tasks and building a team is essential for agents to work on the business rather than in the business.
Open communication and collaboration between independent agents and carriers can lead to better outcomes for both parties.

Learn more about Keats Insurance Agencies:
https://www.keatsagency.com/
https://www.facebook.com/KeatsAgency
https://x.com/keatsagency

To connect with Ron, reach out via LinkedIn.