Building a Start-up Insurance Agency! | Crossover Episode

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Agency partners Brett Young (CEO), Taylor Young (COO), and Rod Erb share their rise from a start-up agency 12 years ago in Orlando, Florida to a 40+ employee agency with a personal lines focus in a difficult state to write business in - Florida. They discuss how they thrive as a partnership and embrace a very positive approach to work-centric atmospheres.

Episode Highlights:

Taylor discusses the evolution of roles within the company and the importance of having a clear chain of command as the business grows. (22:29)

Rod explains the challenges of working in partnerships and how they have managed to work harmoniously. (26:23)

Brett discusses the growth of Erb and Young Insurance, from four employees to forty, and the importance of consistent growth and building a team. (30:35)

Taylor shares their strategy for growth, including organic growth and acquisitions, and how their core principles and philosophies have contributed to their success. (37:19)

Rod discusses the challenges of the current insurance market in Florida and the importance of having a positive attitude and adapting to the changes. (42:54)

Brett mentions that Erb and Young's stakeholders include team members, referral sources, and marketing efforts.  (46:00)

Rod shares that their team adopts a relationship management philosophy, focusing on servicing and handling customer needs without fearing to cross-sell. (55:47)

Key Quotes:

“I continue to remain proud of the fact that we let each other realize what each other's gifts are and stay in that space. And, you know, we've been able to benefit from it. And, I think the growth and the compounding effect of that have really worked in our favor with regard to how we built this thing.” - Rod Erb

“In our ecosystem, the stakeholders are, number one, it's team members. First and foremost, we're a culture-centric company. But number two is referral sources.” - Brett Young
 

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