Agency Ascend podcast

1
Married Couple Builds Insurance Empire: The Crenshaw Journey 35:38

17일 전35:38

나중에 재생

리스트

35:38

In this episode of Agency Ascend , hosts Chad Brummett and Chris Delacey sit down with Diana and Ron Crenshaw of Elite Security Insurance. From military service to agency ownership, the Crenshaws share how their unique paths led them to buy and revitalize a struggling agency. They reveal how systems built from scratch, strong communication, and unwavering honesty with clients helped them grow rapidly—even during a hard market. The conversation touches on the emotional realities of buying a business, the importance of a mission-driven approach, and the power of being accessible and transparent with customers. Diana and Ron also open up about working together as a married couple, what drives their leadership philosophy, and how they’re planning to merge business with adventure by taking their work on the road. This episode offers practical wisdom for any insurance professional considering ownership, looking to strengthen operations, or aiming to build deeper client relationships. Tagline : “Onward and upward — with clarity, communication, and a little chaos.” Tagline: “Lead with faith. Build with integrity. Lift others as you climb.” Shares: Diana : II Tim 1:7 - " For the Spirit God gave us does not make us timid , but gives us power, love and self-discipline." Ron : "In chaos there is profit, in extreme chaos there is extreme profit" Chris : "Inner Excellence" by Jim Murphy Chad: "Beyond The Hammer" by Brian Gottlieb About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
The $800K Bet That Paid Off: Wes Spencer’s Agency Story 54:35

6 weeks 전54:35

나중에 재생

리스트

54:35

In this episode of Agency Ascend, hosts Chris and Jessica sit down with Wes Spencer, co-owner of Spencer Insurance DFW, for a masterclass in agency growth and strategic decision-making. Wes shares how he and his brother navigated the transition from a captive agency to full independence—one of only eight agencies nationwide to take advantage of Nationwide’s Partner Choice buyout. He explains how they built a thriving, referral-driven business by prioritizing relationships, client education, and niche commercial markets. Wes also dives into the role of faith and stewardship in leadership, and why long-term thinking beats chasing short-term margins. This is Part 2 of our conversations with Spencer Insurance DFW. See our previous episode with his brother, James Spencer. Shares: Chris: Learned Optimism by Martin Seligman Jessica: How To Win Friends and Influence People by Dale Carnegie Wes: I Cor 16:13-14 - " 13 Be watchful, stand firm in the faith, act like men, be strong. 14 Let all that you do be done in love." (ESV) About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
How Referrals Built a Powerhouse with James Spencer of Insurance DFW 45:06

8 weeks 전45:06

나중에 재생

리스트

45:06

In this Agency Ascend episode, James Spencer of Insurance DFW shares his journey from the captive world to building one of the most respected independent agencies in the Career Agency Alliance. He explains how early frustrations with changing comp plans led him and his brother to take a long-view approach to starting their own agency. By prioritizing coverage over cost and educating clients with clarity, James earned unwavering loyalty—even operating without a website or ad spend. Listeners will hear James break down how his agency navigated the hard market of 2023–2024, maintained retention by offering real answers to rising rates, and why customer education has become their most valuable marketing tool. From real-life claim stories to insights into commercial policy missteps, James outlines what makes a professional insurance agent stand out in today’s commoditized landscape. His philosophy is simple: do right by the client, and the business will take care of itself. Shares: James - Client story about customer service Chris - Warren Buffet quote on emotions Chad - I nner Excellence by Jim Murphy About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Selling Insurance During a Hard Market with Cameron Moore 40:01

11 weeks 전40:01

나중에 재생

리스트

40:01

In this episode of Agency Ascend , Cameron Moore , founder of ProCo Insurance , shares how he built a thriving independent agency during one of the hardest insurance markets in decades. From abandoning law school to launching ProCo during COVID, Cameron’s story is one of resilience, mentorship, and relentless forward motion. He discusses the pivot from personal lines to commercial, hiring mistakes, and what it takes to actually lead a team. Cameron dives deep into his philosophy of overcommunication, tech adoption, and using psychology to better understand clients and employees. He also opens up about his faith, sharing how spiritual discipline and integrity have grounded his agency’s growth. This episode is packed with tactical advice, leadership lessons, and a refreshing reminder that doing business the right way still works. Shares: Chris recommends the book “Unoffendable” by Brant Hansen Chad recommends “Inner Excellence” by Jim Murphy Cameron Moore: Favorite Verse : Colossians 1:29 “I work hard and struggle for my goals with God’s energy, which works powerfully in me.” About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Sean Munger on Playing the Long Game in Insurance 40:04

15 weeks 전40:04

나중에 재생

리스트

40:04

In Episode 7 of Agency Ascend , we sit down with Sean Munger , a producer with an owner’s mindset, to unpack what it really means to play the long game. This episode is all about consistency, execution, and long-term thinking . Sean breaks down how he built trust with clients, developed a disciplined work ethic, and focused on delivering value over time , not just short-term wins. We also dive into: The importance of humility and mentorship What sellers are really looking for in a buyer Why carrier relationships and retention can make or break a deal How to grow into ownership before you buy your way in 🎧 Listen in to learn how smart future owners think—and lead—before they ever take the reins. About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Hidden Risks of Agency Contracts and How to Avoid Them 40:39

18 weeks 전40:39

나중에 재생

리스트

40:39

Many agency owners assume they own their book of business —but the reality can be far more complicated. In this episode of Agency Ascend , we dive deep into the ownership dilemma that many agents face. While you may have control over client data, do you really own your carrier contracts? The difference could be the deciding factor in whether you can sell, scale, or exit your agency on your terms. Industry experts break down the pitfalls of captive models , the hidden risks in agency contracts , and why independent agency networks are reshaping the industry . If you’re an agent thinking about scaling or acquiring a book of business, this is the conversation you need to hear. 📈 Tune in for insights on protecting your agency, maximizing growth, and making the smartest moves in today’s insurance landscape. Connect with John: John Sutter LinkedIn Shares: Chris: "Inner Excellence" by Jim Murphy John: "Born on the 5th of July" Capt Fredrick O. Phelps Jessica: "The Screwtape Letters" by C. S. Lewis About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Scaling an Insurance Business While Keeping Margins in Check 42:50

21 weeks 전42:50

나중에 재생

리스트

42:50

Growing an insurance agency isn’t just about adding clients—it’s about building a business model that retains top talent, maximizes profitability, and scales efficiently . In this episode of Agency Ascend , industry experts discuss the challenges of thin margins, producer retention, and the financial realities of scaling an agency . One of the biggest shocks in the independent insurance world? Some producers are making more than the agency owners they work for . This episode breaks down: ✅ Why top producers are earning $700K+ in commission and how agencies can structure compensation effectively ✅ The difference between growing as a producer vs. becoming an agency owner ✅ How independent agencies can leverage AI and automation without losing client relationships ✅ The key mistakes agency owners make when trying to scale too quickly 📈 Tune in for practical insights on agency growth, producer retention, and building a thriving independent business. Shares: Chris: "Emotional Intelligence 2.0" by Travis Bradberry Chad: "Necessary Endings" by Dr. Henry Cloud Jessica: "I'm Surrounded By Idiots" by Thomas Erickson About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Mentorship is Key for Insurance Agents’ Growth 35:15

27 weeks 전35:15

나중에 재생

리스트

35:15

Access Plus is revolutionizing the insurance industry with a mentorship-driven approach that empowers agents to succeed in both personal and commercial lines. In this episode, the Agency Ascend team—Chad, Chris, Nikki, and Courtney—discuss the critical role Access Plus plays in providing market access, training, and personalized support. They share how the team helps agents meet carrier expectations, improve quote-to-bind ratios, and build sustainable, profitable books of business. Hear firsthand how mentorship, guidance, and the latest technological tools come together to ensure agents can achieve long-term success. Shares Chris: “Leaving Captivity” by James Jinkens Nikki: The Bible and studying Judging Others Courtney: “The Four Agreements” by Don Ruiz Chad: “Atomic Habits” by James Clear About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Helping Independent Insurance Agents Find Overnight Success 36:50

31 weeks 전36:50

나중에 재생

리스트

36:50

In this episode of Agency Ascend , we sit down with Jeff Brewer, Executive Director of the Independent Insurance Agents of Dallas (IIAD), and Chris Lacy to explore the dynamic world of independent insurance agencies. Jeff shares the long-standing mission of IIAD to empower agents with resources, education, and advocacy while addressing the unique challenges of transitioning from captive to independent models. From combating insurance fraud to leveraging technology like AI and Salesforce, this episode dives into actionable insights for growing and streamlining your agency. We also uncover how IIAD is shaping the future of the insurance industry through innovative workforce solutions and leadership development programs. Jeff highlights initiatives such as high school insurance education programs, a dedicated recruitment pipeline, and networking opportunities like the Elite Dallas program to support the next generation of insurance professionals visit: https://www.iiadallas.org/ Shares: Jeff: Holy Moments by Matthew Kelly J Chris: Unoffendable by Brant Hansen Chad: Never Split the Difference by Chris Voss About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Struggling to Grow? Discover the Secret to Insurance Agency Success 38:18

34 weeks 전38:18

나중에 재생

리스트

38:18

In this episode of Agency Ascend , Isaac Smith, Chris Sterlacci, Chad Brumit, and Pat Mulady revisit the value Coverage Agency Alliance brings to its members. They discuss leveraging resources like growth coaches and Access Plus, navigating hard markets, and balancing independence with collaboration for growth. Shares: Isaac: “The Magic Of Thinking Big” by David J. Schwartz Pat: Story of Cortez burning the ships Chris: “Leaving Captivity" by James Jenkins Chad: Value of relationships About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

1
Strategic Alliances for Independent Agent Empowerment 41:24

37 weeks 전41:24

나중에 재생

리스트

41:24

Welcome to Agency Ascend, the podcast where we explore the journeys and strategies of agency owners and entrepreneurs who are scaling their businesses to new heights. In this episode we are introduced to Chris Sterlacci, CEO of the Coverica Agency Alliance (CAA), and special guest Mike Sterlacci, the Founder of CAA. In this episode they talk about the history, mission, and deliverables of the Alliance, and talk about the Agency Owners they serve. If you are a member of the Alliance, or are interested in learning how they can help your agency expand and shave years off the learning curb, then this episode is for you. Shares Isaac: “The Screwap Letters” Play in Dallas Tx Chris: “ Surprised by Joy: The Shape of My Early Life” by Lewis, C. S. Mike: Jesse Stone Books by Robert B Parker and the movies with Tom Selleck About the Show Agency Ascend is a podcast for insurance agents and agency owners who are looking for resources to scale their business. The show is hosted by Managing Partner , Chris Sterlacci, and other staff members of CAA to bring you tools and guidance on how they help Agency owners turn their business into a major asset. CoVerica Agency Alliance is a strategic master agency of SIAA, the fastest growing agency partnership in the country. Our “integrator” model combines the best aspects of each partnership model — clusters, aggregators, franchises — to create a one-of-a-kind partnership that enhances distribution and drives organic growth. As a top insurance agency strategic partner in Texas, we offer solutions to greatly strengthen your agency’s position in the market. New episodes drop triweekly on Wednesdays. Please drop us a line if you have a question or suggestion; you can reach us at podcast@coverica.com . Finally, if you like the podcast, we encourage you to subscribe and leave us a review. Visit us at www.covericaaa.com…

What Did I Miss? [Explicit]

TERRO Ant Killer Bait Stations T300B - Liquid Bait to Eliminate Ants - 12 Count Stations for Effective Indoor Ant Control

Premier Protein Shake, Café Latte, 30g Protein, 1g Sugar, 24 Vitamins & Minerals, Nutrients to Support Immune Health 11.5 fl oz, 12 Pack

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Minecraft

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들어볼 가치가 있는 팟캐스트

1
Keys and Knives - S3 Ep 1 26:28

Agency Ascend

Agency Ascend

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모든 에피소드

1
Married Couple Builds Insurance Empire: The Crenshaw Journey 35:38

1
The $800K Bet That Paid Off: Wes Spencer’s Agency Story 54:35

1
How Referrals Built a Powerhouse with James Spencer of Insurance DFW 45:06

1
Selling Insurance During a Hard Market with Cameron Moore 40:01

1
Sean Munger on Playing the Long Game in Insurance 40:04

1
Hidden Risks of Agency Contracts and How to Avoid Them 40:39

1
Scaling an Insurance Business While Keeping Margins in Check 42:50

1
Mentorship is Key for Insurance Agents’ Growth 35:15

1
Helping Independent Insurance Agents Find Overnight Success 36:50

1
Struggling to Grow? Discover the Secret to Insurance Agency Success 38:18

1
Strategic Alliances for Independent Agent Empowerment 41:24

플레이어 FM에 오신것을 환영합니다!

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Till Summer Do Us Part

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Peacock TV

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What Did I Miss? [Explicit]

TERRO Ant Killer Bait Stations T300B - Liquid Bait to Eliminate Ants - 12 Count Stations for Effective Indoor Ant Control

Premier Protein Shake, Café Latte, 30g Protein, 1g Sugar, 24 Vitamins & Minerals, Nutrients to Support Immune Health 11.5 fl oz, 12 Pack

들어볼 가치가 있는 팟캐스트

Agency Ascend

Agency Ascend

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플레이어 FM에 오신것을 환영합니다!

Liquid I.V.® Hydration Multiplier - Lemon Lime | Electrolyte Powder Drink Mix | 1 Pack (16 Servings)

Ring Battery Doorbell, Head-to-Toe Video, Live View with Two-Way Talk, and Motion Detection & Alerts (2024 release), Venetian Bronze

Peacock TV

Ring Battery Doorbell, Head-to-Toe Video, Live View with Two-Way Talk, and Motion Detection & Alerts (newest model), Satin Nickel

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