The UnCaptive Agent: How to Escape Limitations, Build Incredible Income & Wealth, and Create the Life of Your Dreams by Starting and Operating Your Independent Insurance Agency

by Tony Caldwell

Overview

Are your life and business a dream factory? 

In this landmark book, author Tony Caldwell takes you step-by-step through the thinking, mindset, skillsets, and checklists you need to launch and successfully operate an independent insurance agency. 

Utilizing his proven method, he not only challenges you to dream your vision so well you can articulate it, but he also provides the practical tools and expertise to help you grow while avoiding common pitfalls. Done the right way, your business will grow into a noble endeavor to benefit your community. 

Are you ready to escape limitations, build incredible income and wealth, and create the life of your dreams by starting and operating your independent insurance agency? If so, start reading. There's never been a better time to become UNCAPTIVE! 

Product Details

ISBN-13:	9781647461997
Publisher:	Oklahoma Agents Alliance
Publication date:	06/01/2020
Sold by:	Barnes & Noble
Format:	eBook
Pages:	230
Sales rank:	551,284
File size:	648 KB

Table of Contents

Foreword  i
 

Preface  iv
 

Acknowledgments  xi
 

Chapter One – Why Do You Want To Start Your Own Agency?  1
 

Chapter Two – You Are The Foundation  7
 

Chapter Three – A Gut Check For Founders  11
 

Chapter Four – What Kind Of Agency Do You Want To Start?  16
 

Chapter Five – Prerequisites For Success  33
 

Chapter Six – Planning  44

Chapter Seven – Insurance Carriers  58

Chapter Eight – Tools You’ll Need And When You’ll Need Them  69

Chapter Nine – Three Essential Functions Of Your Agency And How To Staff Them  84

Chapter Ten – Chief Cook And Bottle Washer  99

Chapter Eleven – On Your Own: Aggregation Or Agency Coaching  107

Chapter Twelve – Early Days Operations: Chase The Vision, Not The Money  114

Chapter Thirteen – Resources  121

Chapter Fourteen – A Final Word Of Encouragement 128

Glossary  132

About The Author  138

Editorial Reviews

Tony Caldwell's twenty years' experience building insurance agencies from scratch is evident in this comprehensive guide for agents who want a bigger future. This book provides inspiration and advice for founders and owners to build agencies that grow faster, avoid failure, and reach greater levels of success. --Dan Sullivan, founder of Strategic Coach®

Most people would say I have been a successful Independent Insurance Agent for the past 8 years; however, reading The UnCaptive Agent opened my eyes to many important issues that I had ignored or totally overlooked. Tony’s book is required reading for anyone interested in the success of an independent insurance agency. --Von Nix, Owner of Statewide Insurance Agency and OAA member

I have finished your book and want to express my thanks to you for trusting me with an advance copy. Frankly, I wish I had read this three years ago. I found it incredibly valuable to my thinking now as an agency owner struggling with the various tipping points that occur in the life of an agency. The UnCaptive Agent has helped me immensely in focusing on a few foundational elements I’ve neglected and need to improve if we are to sustain our growth. I find myself full of energy and am fired up to get back to it! I can’t thank you enough! --Michael Sohn, Owner of MetroOKC Insurance and OAA member

Finally, a book for every insurance agency owner! Tony Caldwell has used his years of business experience to outline a pathway to success for any agency—large or small, new or old. Tony captures the essence of what it takes to run a successful agency. It's a must-read for anyone contemplating going into the agency business or seeking answers for growing and thriving in order to meet the growing demands of any professionally run agency. Tony takes you on a journey you do not want to miss! --Dan Ramsey, former President and CEO of the Independent Insurance Agents of Oklahoma and former independent insurance agency owner

We’ve helped dozens of producers and captive agents create their own independent insurance agencies over the past twenty years. While each person’s challenges may be slightly different, I’ve never seen a single resource that so thoroughly explains the process, preparation, required thinking, and tools needed gathered in one place as well as in The UnCaptive Agent. It is detailed enough to cover all the important areas to consider when starting an agency yet is an easy read. I believe it will inspire hundreds of insurance entrepreneurs to take the leap to create their own future. I’m excited to share the book with all our member agencies as well as anyone we meet who is interested in building a successful insurance agency! --Dan Skinner, President and CEO of Southwest Insurance Agents Alliance

Starting our agency from scratch was enormously complex, even with two experienced partners. Tony was there each step of the way, helping us to simplify and accelerate our progress. The UnCaptive Agent distills much of what I learned from him, and much more. It is the indispensable guide for anyone who wants to start a successful agency. --Patrick Truhlar, Partner, Insurance Risk Partners (One Agents Alliance member)

Tony has captured substantively the critical milestones and issues that confront every insurance agent wanting to own, buy, or start an agency. Those considering the entrepreneur ownership plunge should read this book. --Mike Sterlacci, Chairman and CEO of CoVerica Insurance Agency and CoVerica Agency Alliance

From the Publisher