DiscoverInsurance Refocused#139 - Transitioning from Captive to Independent w/ Charley Todd
#139 - Transitioning from Captive to Independent w/ Charley Todd

#139 - Transitioning from Captive to Independent w/ Charley Todd

Update: 2025-09-23
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In this episode, Lindsay and Carey Wallace sit down with Charley Todd from Charley Insurance to explore his pivotal decision to transition from a captive agency to the independent side of the insurance industry. They delve into the motivations behind this bold move, the surprising challenges of starting anew, and the exciting opportunities it presents. Charley shares his philosophy on embracing entrepreneurship, the critical importance of customer experience, and his ambitious vision to specialize in home insurance for disaster-prone states. The discussion highlights the value of viewing industry changes not as threats, but as catalysts for innovation and creative growth.

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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

Learn more at https://agency-focus.com/

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#139 - Transitioning from Captive to Independent w/ Charley Todd

#139 - Transitioning from Captive to Independent w/ Charley Todd

Lindsay & Carey Wallace