captive-vs-independent

Posts Tagged: captive-vs-independent

2 posts found

Greg Scealf's Captive to Independent Transition Playbook

10/11/2019 · 6 min read

Going from captive to independent after 30 years takes a methodical transition: build carrier relationships before you leave, plan for the income gap with cash runway, stand up your own tech stack (CRM, quoting, compliance) on day one, and bring your clients with you transparently.

Preston Schmidli, digital marketer and independent insurance agency owner

agency-growthmindset

Captive vs Independent: The Mindset Shift (Part 2)

04/01/2019 · 6 min read

Agents who thrive after going independent shift from product seller to problem solver, from managed to self-directed, and from brand borrower to brand builder. They also build a strategic-thinking practice, a morning routine, weekly metrics, and a regular mental reset, before the captive mindset eats them alive.