Considering a move from a captive agency model to the independent channel?

Join SIAA – The Agent Alliance for a practical discussion about what agents should know before making the transition to independence.

Whether you’re actively exploring indepedence or simply evaluating your options, you’ll gain insights into what the process looks liks, where agents often struggle, and how to determine whether independence is the right fit for your goals.

Topics will include:

  • How the captive and independent models compare
  • Why some agents begin exploring independence
  • Key considerations before making a change
  • What the transition process typically looks like
  • Common mistakes and misconceptions
  • The role of carrier access, technology, training, and support
  • What agency growth and success can look like after the transition

The discussion will be moderated by Jack Calabrese, CLU, CSSC, FLMI, AALU, Chief Growth Officer of SIAA – The Agent Alliance.

 

Panelists

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