Small town insurance agencies tend to go at their own pace to their own rules. There are a lot of people in this industry that think you should run your agency THIS WAY. But what if that way straight up doesn’t work for you?

In this episode of the Ridiculously Amazing Insurance Agent podcast, hosted by Kelly Donahue-Piro, married agency owners Jason Fleming and Lindsey Fleming tell us their story. From buying EIGHT books of business to merging even more phone systems, they take us through every step.

Episode Highlights:

• Jason shares how he got started in the insurance industry. (2:45)
• Lindsey talks about how she met Jason and how she got into the industry. (4:43)
• Jason and Lindsay share how many businesses they are currently running. (9:54)
• Lindsey and Jason explain why they cater to smaller communities. (14:33)
• Lindsey and Jason give advice to agencies that would like to acquire books of business. (22:08)
• Lindsey shares that she believes that in the past year, Jason has learned that if it doesn't fit with them and their book and their companies then it's okay for somebody else to buy it. (25:30)
• Jason and Lindsey share how they are able to get their businesses working as a team. (28:14)
• Jason and Lindsey share tips and strategies on how to work well with family. (33:12)
• Lindsey and Jason answer the question of where they would want to be 10 years from now. (41:11)

Key Quotes:

• “We do the weekly zoom calls, whether it's our calls with you Kelly or on our own, and then we do our in person meetings once a quarter. So I think that's helped just to get everybody to feel comfortable and have some camaraderie and be on a team together versus each being in their individual office.” - Lindsey Fleming
• “If it doesn't fit with us in our book and our companies or make sense, then it's okay for somebody else to buy it.” - Jason Fleming
• “I don't want to sound old-fashioned but like I know my role, at the end of the day he's the boss. It's his business, and I have to respect that. - Lindsey Fleming

Resources Mentioned:  

• Lindsey Fleming - LinkedIn
• Jason Fleming - LinkedIn
• Fleming Insurance Agency
• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners