Key Strategies for Transitioning from a Captive to Independent Insurance Agent
Watch this session
on demand
Making the transition from a captive agent to an independent agent can be challenging. The uncertainties around carrier access, budgeting, and selecting the right partners often lead to hasty decisions with long-term repercussions. However, with careful planning you can navigate this process smoothly making your journey to independence a rewarding experience.
Join Keith Captain, President – FirstChoice, and Diane Wagner, Vice President, Education and Strategic Planning – FirstChoice, for this upcoming webinar as they provide best practices for creating an action plan to ensure a smooth and successful shift to independence.
Originally recorded June 26, 2024. Runtime = 45 minutes.
Presented by:
Keith Captain, President - FirstChoice and Diane Wagner, Vice President - Education and Strategic Planning FirstChoice
Keith Captain is President of FirstChoice, a MarshBerry Company. Under Keith’s leadership, FirstChoice has become the #1 top agency partner, as recognized by Insurance Journal. FirstChoice has established agency relationships spanning across 42 states and growing. In his role, Keith was instrumental in establishing a smooth integration between MarshBerry’s Platform and First Choice Agents Alliance − a merger that further dominates and redefines the agency partnership and aggregation space.
As Vice President of Education & Strategic Planning for FirstChoice, a MarshBerry Company, Diane is committed to helping members build strategic plans for their agencies and set goals for future growth. She believes setting effective plans is life altering relative to experience and value and loves helping agency owners get clarity around what goals they want to achieve. Diane is skilled in helping agency owners work on the business and believes every interaction with agency owners and staff should be focused around increasing agency value.
For questions about this on-demand webinar, contact Marketing@MarshBerry.com