3 Succession Planning Mistakes Agency Owners Can’t Afford to Make
Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.
Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.
April delivered must-read insights for independent agents, including the retirement of the Safeco brand, hurricane season outlook and member recognition at the 2026 Big “I” Legislative Conference.
“Once I realized the magnitude of the opportunity I had to carry on the legacy, to carry on that opportunity of helping generations of families and businesses, it became more than just a job for me,” says Robert Strachan.
On this episode of Agency Nation Radio, we meet Scott Gray, owner of SouthGroup Insurance Services in Meridian, Mississippi.
Language breakdowns among independent agents tend to occur when there is inconsistency in how language is applied internally and externally.
On this episode of Agency Nation Radio, Jill Roth, executive vice president of Ahart Frinzi and Smith hosts a conversation with Louise “BeBe” Canter, former Big “I” president, senior vice president at USI Insurance Services, and a Woodworth Memorial Award Winner, and Angela Ripely, current Big ‘I’ chair and president of VW Brown Insurance.
On this episode of Agency Nation Radio, we meet Marissa Winkelman, managing partner of Webb + Winkelman in Grove, Oklahoma. Winkelman entered the insurance industry in 2012 as a receptionist at Webb Insurance and quickly realized the role wasn’t the right fit. After transitioning to a back-office position, she focused on learning the business and working her way up. By 2023, Winkelman became a…
Summer Cole’s insurance career began in 2003 in the commercial department of a local independent insurance agency, where she quickly fell in love with the industry. Like many in agency roles, she wore multiple hats, gaining hands-on experience in all aspects of agency operations.
On this episode of Agency Nation Radio, we meet Susan Erickson, owner of P-W Insurance in Petersburg, Alaska.
On this episode of Agency Nation Radio, we meet Will Canterbury, owner of The South Insurance Agency in Nolensville, Tennessee.