Captive to Independent Pt. 3 - John Crawley

08/27/24 • 36 min

In this episode, John Crawley shares his experience transitioning from a captive insurance agent to an independent agent. He discusses his background as a captive agent, the challenges he faced when becoming independent, and the strategies he used to establish himself as an independent agent. He emphasizes the importance of learning from others, seeking out resources and education, and building relationships within the industry. John also highlights the misconceptions he had about being independent and the beliefs he had to unlearn.
Takeaways

Seek mentorship and learn from experienced agents who have successfully transitioned from captive to independent.
Consider working with an agency or cluster to gain support, access to carriers, and training.
Attend webinars, conventions, and other industry events to stay updated on industry trends and learn from experts.
Be prepared for the challenges of being independent, such as the need to learn about different carriers and contracts, and the responsibility of running your own agency.

Learn more about JCA Insurance Services:
https://jcainsure.com/
https://www.facebook.com/JCAinsure
https://www.instagram.com/jcainsurance/

To connect with John, reach out via LinkedIn.

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Intro/Outro music by Denys Kyshchuk from Pixabay

Seek mentorship and learn from experienced agents who have successfully transitioned from captive to independent.
Consider working with an agency or cluster to gain support, access to carriers, and training.
Attend webinars, conventions, and other industry events to stay updated on industry trends and learn from experts.
Be prepared for the challenges of being independent, such as the need to learn about different carriers and contracts, and the responsibility of running your own agency.

Learn more about JCA Insurance Services:
https://jcainsure.com/
https://www.facebook.com/JCAinsure
https://www.instagram.com/jcainsurance/

To connect with John, reach out via LinkedIn.

Previous 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.

Next Episode

Captive to Independent Pt. 4 - Ciara Gravier

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ciara Gravier of The Bunker Insurance and Risk Management. Ciara shares her experience transitioning from a captive agent to an independent agent. She talks about the importance of underwriting and building relationships with carriers in the independent space. In addition, she emphasizes the importance of mentorship and community in the insurance industry and encourages agents to seek out mentors and be good mentees.
Takeaways

Being a captive agent provides the advantage of support and training from the larger organization.
Building a reputation and strong relationships with carriers is crucial in the independent space. Focus on quality over quantity.
Get involved in industry associations and be an advocate for the industry.
Obtain designations to demonstrate dedication and expertise.
Choose a niche and become an expert in that area.
Seek mentors and be a good mentee.
Build a supportive community around you.

Learn more about The Bunker Insurance & Risk Management:
https://www.bunkeryourrisk.com/
https://www.facebook.com/bunkeryourrisk/
https://www.instagram.com/bunkeryourrisk/
https://www.linkedin.com/company/the-bunker-insurance/

To connect with Ciara, reach out via LinkedIn.
Listen to Ciara's podcast, "The Bunker Talk," by visiting the channel on YouTube.