EPISODE · May 8, 2026 · 54 MIN
InsurePodcast #2: Jeremy Stepp
from InsurePodcast · host Ben Shaw
Jeremy Stepp runs the property and casualty side of Synergy Wealth, Insurance and Planning, an independent agency in Coolidge, Arizona — a rural town of about 20,000 people in Pinal County, halfway between Phoenix and Tucson. The agency began with his wife Tonya's life and health practice during the COVID shutdown of 2020. Jeremy added P&C in September 2024, partly as a "low-hanging fruit" entry point that could lead clients into life and health, and partly because he was tired of feeling backed into a corner financially. He still works full-time as a special-education teacher while building the agency on the side.In this conversation we get into the texture of starting an agency from scratch in a small town: the slow grind of getting carrier appointments through the Pacific Crest Services aggregator, the particular logic of writing E&O for new life insurance agents in his wife's network, and the rule-of-three approach Jeremy uses for shopping markets when EZLynx isn't enough. We talk about why customers fall out of the sky in a town of 20,000 — the A-frame sign on Central Avenue, the Coolidge High School football sponsorship, the Casa Grande newspaper ads. We get into the carriers he's actually using (Foremost Signature, Travelers, Progressive, Geico, Gainsco, Biberk, US Assure, Ergo/Next), the shift to Biberk for E&O when his aggregator required it, and the six-month hunt for a builder's risk solution that finally landed at US Assure.We also talk about Jeremy's previous life running an eleven-year clock repair business inherited from his father and grandfather, what he learned about being a business owner that's shaping how he runs Synergy now, and his very specific vision for the future: an office on Arizona Boulevard built to look like the Glockenspiel in Munich, dedicated to his parents.Jeremy and Synergy Wealth, Insurance and Planning: synergywip.com
What this episode covers
Jeremy Stepp runs the property and casualty side of Synergy Wealth, Insurance and Planning, an independent agency in Coolidge, Arizona — a rural town of about 20,000 people in Pinal County, halfway between Phoenix and Tucson. The agency began with his wife Tonya's life and health practice during the COVID shutdown of 2020. Jeremy added P&C in September 2024, partly as a "low-hanging fruit" entry point that could lead clients into life and health, and partly because he was tired of feeling backed into a corner financially. He still works full-time as a special-education teacher while building the agency on the side.In this conversation we get into the texture of starting an agency from scratch in a small town: the slow grind of getting carrier appointments through the Pacific Crest Services aggregator, the particular logic of writing E&O for new life insurance agents in his wife's network, and the rule-of-three approach Jeremy uses for shopping markets when EZLynx isn't enough. We talk about why customers fall out of the sky in a town of 20,000 — the A-frame sign on Central Avenue, the Coolidge High School football sponsorship, the Casa Grande newspaper ads. We get into the carriers he's actually using (Foremost Signature, Travelers, Progressive, Geico, Gainsco, Biberk, US Assure, Ergo/Next), the shift to Biberk for E&O when his aggregator required it, and the six-month hunt for a builder's risk solution that finally landed at US Assure.We also talk about Jeremy's previous life running an eleven-year clock repair business inherited from his father and grandfather, what he learned about being a business owner that's shaping how he runs Synergy now, and his very specific vision for the future: an office on Arizona Boulevard built to look like the Glockenspiel in Munich, dedicated to his parents.Jeremy and Synergy Wealth, Insurance and Planning: synergywip.com
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InsurePodcast #2: Jeremy Stepp
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