Do You Actually Own Your Insurance Book? Independent Agent's most Frustrating Problem. episode artwork

EPISODE · Jul 16, 2026 · 43 MIN

Do You Actually Own Your Insurance Book? Independent Agent's most Frustrating Problem.

from Agency Ascend · host Coverica

Getting carrier appointments can create a frustrating chicken-and-egg problem for independent agencies: carriers may want proof of production before offering a direct appointment, but agencies need access before they can build that production history. In this episode of Agency Ascent, Chad Brumet, Chris Sterlacci, and Jessica McBurney break down their solution to help agencies navigate that gap ... its called AccessPlus.They also discuss how to evaluate whether you truly own your book, what to look for in MGA and network agreements, why mentorship matters when moving from captive to independent, and how service center agreements can support growth.Want to know more, give us a shout! visit https://www.covericaaa.com/About the ShowAgency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner, Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset.CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at [email protected]. Finally, if you like the podcast, we encourage you to subscribe and leave us a review.Visit us at www.covericaaa.com

Episode metadata supplied by the publisher feed · Published Jul 16, 2026

Getting carrier appointments can create a frustrating chicken-and-egg problem for independent agencies: carriers may want proof of production before offering a direct appointment, but agencies need access before they can build that production history. In this episode of Agency Ascent, Chad Brumet, Chris Sterlacci, and Jessica McBurney break down their solution to help agencies navigate that gap ... its called AccessPlus. They also discuss how to evaluate whether you truly own your boo...

PodParley-generated summary based on available episode metadata and transcript content.

NOW PLAYING

Do You Actually Own Your Insurance Book? Independent Agent's most Frustrating Problem.

0:00 43:04

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Daily Ops Boost Joshua Johnston Daily Ops Boost is your ultimate resource for mastering the inner workings of running a successful agency. This podcast is designed to redefine the way you perceive 'Operations,' going beyond systems and processes, and highlighting its pervasive role in every aspect of your agency - from lead generation, sales, and fulfillment, to HR and finance. Each week, we'll delve deep into strategic planning, client service, quality control, technology management, risk mitigation, and even cultural development to ensure your agency runs efficiently and effectively. Not Your Parents' PR Marla, Mads & Erica Lessons and laughs for communications professionals in 10ish minutes. Thoughts brought to you by 212 Communications, a strategic communications agency. Hosted by Marla Clendenin, Mads Caldwell and Erica Mechlinski. Rank Fortress Radio William Jones We are a team of 30+ highly skilled SEO professionals and web designers, all hand trained in my Standard Operating Procedures. All of the Rank Fortress Staff came to me needing to learn how to do SEO, and I have taught them everything required to rank a site or GMB listing.When I first started my Agency, it was just two vas, and over the past year, we quickly grew our agency to where it is now. With a specialized staff, each staff member has specific tasks they are responsible for. For example, most SEO agencies and SEO would handle everything regarding SEO and thus not get the desired results. I hand train each staff member on tasks such as GMB posts, GMB Optimization, Technical SEO, Click Through Rate Manipulation, On-page SEO, and content.The difference between Rank Fortress staff and your average SEO agency is that I live in the Philippines, and all work together at my house. The Ultimate Jet Guide Podcast Tom Lelyo Tom is a husband, father, and lover of aviation. When he first started learning about private jets, he noticed there wasn’t a lot of content available for people who wanted real, down to earth, information without any fluff or pomp. He knew that many people were curious before they buy a private jet, and he wanted to be a guide for the curious to the serious and those in between. Tom pulls back the curtain on private aviation to help individuals buy sell or charter jets without wasting time or losing money. In 2021 & 2022 Tom was the top producer of his former agency completing over 20 sales each year. In 2023 he started his own agency, Jet Life Aero where he looks to inspire the next generation of private jet brokers. As a former youth pastor, Tom wants to share his experience as a jet broker with others who aspire to change their lives through private aviation, like he did.

Frequently Asked Questions

How long is this episode of Agency Ascend?

This episode is 43 minutes long.

When was this Agency Ascend episode published?

This episode was published on July 16, 2026.

What is this episode about?

Getting carrier appointments can create a frustrating chicken-and-egg problem for independent agencies: carriers may want proof of production before offering a direct appointment, but agencies need access before they can build that production...

Can I download this Agency Ascend episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!