EPISODE · Oct 3, 2025 · 23 MIN
How Independent Agencies Can Thrive and Scale in a Competitive Market with Pam Schlotzhauer
from Accelerate Your Insurance Sales Podcast · host Andy Neary
The modern market is designed to crush the independent agency. For many, the goal is no longer to thrive; it's just to survive in an increasingly hostile environment.But you don't have to go it alone. My guest, Pam Schlotzhauer of United Benefit Advisors (UBA), is here with the game plan for how independent agencies can fight back, thrive, and scale. In this conversation, we break down the UBA model of collaboration over competition, a framework that gives members the collective buying power, shared expertise, and cutting-edge tools to compete with the giants.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Compete With National Firms (Without Selling Out) (00:00:42) The UBA Model: Gaining Scale While Staying Independent (00:04:06) The Power of the Collective: Buying Power, Bonuses & AI (00:05:51) You Don't Know What You Don't Know: The Value of Shared Expertise (00:10:00) The Application Process: Who is a Good Fit for UBA?CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
What this episode covers
The modern market is designed to crush the independent agency. For many, the goal is no longer to thrive; it's just to survive in an increasingly hostile environment.But you don't have to go it alone. My guest, Pam Schlotzhauer of United Benefit Advisors (UBA), is here with the game plan for how independent agencies can fight back, thrive, and scale. In this conversation, we break down the UBA model of collaboration over competition, a framework that gives members the collective buying power, shared expertise, and cutting-edge tools to compete with the giants.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Compete With National Firms (Without Selling Out) (00:00:42) The UBA Model: Gaining Scale While Staying Independent (00:04:06) The Power of the Collective: Buying Power, Bonuses & AI (00:05:51) You Don't Know What You Don't Know: The Value of Shared Expertise (00:10:00) The Application Process: Who is a Good Fit for UBA?CONNECT WITH ANDY NEARY📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/
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How Independent Agencies Can Thrive and Scale in a Competitive Market with Pam Schlotzhauer
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