As the insurance landscape shifts, planning with carriers becomes more critical than ever.
In this episode, Bill and Travis discuss how agents and agencies can align with carrier strategies to thrive in 2025. From adapting to understanding what the carriers are looking for when planning with insurance agencies, we unpack the tools and tactics needed to stay ahead. Tune in to gain practical insights and actionable advice on navigating carrier relationships, enhancing service offerings, and positioning your agency for growth in the year to come.
Thinking about starting your own insurance agency but unsure where to begin? This podcast is for you! Already own an agency but want to grow and build a strong legacy? Stay tuned as our hosts share valuable tips and strategies to help you achieve your goals!

In this episode, Whitney Oliver discusses the importance of building strong relationships with insurance carriers to help new network members secure carrier access and appointments, a key value for members. Whitney emphasizes the need for understanding carrier appetites and adapting to market conditions, highlighting the weekly Carrier Corner sessions and annual meetings as vital networking opportunities. She also explains the role of the Access Plus division, which serves as a testing ground to match members with appropriate carriers and ensure they align with carriers’ target client profiles, ultimately positioning them for successful partnerships.

In this episode, the hosts highlight the unique role of AccessPlus, which is designed to help agents grow and move towards direct carrier contracts. AccessPlus enables members to build strong relationships and demonstrate their value to carriers, giving agents access to competitive carrier options and helping them establish a compelling value proposition. Particularly valuable in hard markets, AccessPlus positions agents to showcase their capabilities, which can be crucial for carriers that are selective with appointments.

AccessPlus isn’t just a bridge to direct contracts; it also serves as a resource for unique or high-value cases, such as niche commercial lines, where direct contracts may not yet exist. As market conditions shift, AccessPlus remains available as a backup, helping agents respond to carrier needs and expand their reach. This flexibility enables agencies to adapt and grow, ensuring long-term success and diverse carrier relationships.

Thinking about starting your own insurance agency but unsure where to begin? This podcast is for you! Already own an agency but want to grow and build a strong legacy? Stay tuned as our hosts share valuable tips and strategies to help you achieve your goals!