FocalPoint: A MarshBerry Webinar

Key Strategies for Transitioning from a Captive to Independent Insurance Agent

Join Keith Captain, President – FirstChoice, and Diane Wagner, Vice President, Education and Strategic Planning – FirstChoice, as they provide best practices for creating an action plan to ensure a smooth and successful shift to independence.

Making the transition from a captive agent to an independent agent can be challenging.

The uncertainties around carrier access, budgeting, and selecting the right partners often lead to hasty decisions with long-term repercussions. However, with careful planning you can navigate this process smoothly making your journey to independence a rewarding experience.