When to Move Forward & When to Walk Away

Not all business is good business. In this episode of Build Your Legacy: Insurance Edition, we explore when it’s time to walk away from a prospect—and why it’s often the smartest move an agency owner can make.

  • When “helping” actually hurts your agency
  • The trap of quoting midterm policies
  • How to recognize bad fits before you waste your time
  • The cost of serving certificate-only clients
  • Why saying no can help you grow faster Want to grow smarter and sell better? This episode is your guide to protecting your time, reducing E&O exposure, and focusing on the right opportunities.

Listen On Your Favorite Platforms:

This episode is available on YouTube, Apple Podcasts, Amazon Music, Spotify, and more.

Learn More:

Visit SIA of NC to explore opportunities for independent agencies.

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Watch and read more content here: Media Center | SIA of NC

SIA of NC is a Master Agency of SIAA logo. Learn more about the SIAA Model: SIAA Model | Insurance Agency Network & Alliance | SIAA

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