Leaving Captive at the Top
Daniel built a captive agency to $5.4 million in premium over six and a half years. Multiple performance incentives. Travel programs every single year. He left anyway, went independent, and built a new agency from zero to $7.1 million in under four years before selling it.
Looking back at what he earned and what he realized from the sale, it would have taken him roughly 18 years in the captive model to reach the same place.
Topics covered:
Why leave when you're winning, and how to tell the difference between restlessness and a real reason to go.
What year one actually looks like when you start from zero.
Going from knowing one carrier inside and out to having access to dozens, and why that feels like "drinking from a fire hose".
What Daniel would do differently if he did it again.
The honest case against going independent, because it isn't right for everyone.
Speaker:
Daniel Ahluwalia | Former captive agency owner and founder of Green Planet Insurance