The Insurance Perspectives Podcast

Captive to Independent Pt. 5 - James Jenkins


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In this episode, Kenny Hendricks interviews James Jenkins of RiskWell, who shares his experience transitioning from a captive insurance agent to an independent agent. They discuss the challenges and benefits of being an independent agent, the importance of negotiating contracts, and the need for operational standards in an agency. James emphasizes the need for agents to figure out their brand and identity before making the transition to independence. He also recommends resources such as his book, 'Leaving Captivity,' and industry associations like the Big I and PIA for support and guidance.

Takeaways

  • Transitioning from a captive insurance agent to an independent agent requires careful planning and consideration of your brand identity and vision.
  • Negotiating contracts with carriers is essential for independent agents to ensure they have the flexibility and support they need.
  • Joining industry associations like the Big I and PIA can provide valuable resources and support for captive agents looking to make the transition to independence.

Learn more about RiskWell:
https://www.riskwell.com/
https://www.facebook.com/riskwell
https://www.youtube.com/riskwell
https://www.linkedin.com/company/riskwellus/

To connect with James, reach out via LinkedIn.

Book - "Leaving Captivity" by James Jenkins.

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email [email protected].

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay

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