Episode #72: What Elite Independent Agencies Do Differently in 2026
Description
Elite agencies don't succeed by accident—they succeed because they are intentional.
In today’s episode of the Build Your Legacy Insurance Edition podcast, Bill and Travis break down the specific traits, behaviors, and systems that set top-performing independent agencies apart.
In this episode we cover:
• Why intentionality drives every part of an elite agency
• How leading agencies use AI and modern technology to increase capacity
• The importance of knowing your numbers—expenses, income, ratios, and revenue per employee
• The role of strong carrier, client, and employee relationships
• How culture becomes a competitive advantage
• Why standardized processes help agencies scale
• Practical steps you can take today to improve your 2026 performance
If you’re planning your agency strategy for the new year, this conversation gives you the blueprint used by many of the top agencies in our network.
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