Agency Freedom

Agency Freedom

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Agency Freedom Podcast exists to help insurance agency owners and sales professionals make the jump from the captive world to the independent side of the industry. We then equip you in every topic imaginable to help you dominate your market once you’re FREE. We deliver authentic, actionable and audacious content and hard-hitting interviews from the best former captives in the country. Make your Freedom Jump with Agency Freedom Podcast.

Hosted By

Hosted By

James Jenkns

In this episode, James talks with Zach Mefferd, CEO & Co-Founder of ZipBonds.

To learn more about ZipBonds, visit https://zipbonds.com/

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Episode Highlights:

  • Zach discusses his methods for disconnecting from professional obligations in order to dedicate quality time to his family, which often includes outings on the lake. (7:52)
  • Zach explains the genesis of Coverage Direct, a company he Co-Founded from the ground up with his business associate, Ryan Swalve, in 2016. (14:09)
  • Zach explains that Zip Bonds‘ mission is to be a partner for agents who want to compete against larger agencies by providing a surety division that helps close bonds for contractors and probate attorneys. (30:43)
  • Zach mentions the necessity of inquiring about clients’ bonding requirements and suggests incorporating this question into the client onboarding or renewal procedures as a means to boost agency revenue. (36:27)
  • Zach discusses the commission structure for agents who use Zip Bonds’ platform. (41:20)

Key Quotes:

  • “My passion is helping independent agencies solve problems that I had myself. That’s the reason why both of our businesses existed.” – Zach Mefferd
  • “The real passion that I had when I got into it came from me being a commercial insurance producer, getting larger and larger opportunities and feeling like I was at a disadvantage because I didn’t have a surety division in my agency. And that’s the solution we’re hoping to provide here for agents.” – Zach Mefferd
  • “The major value prop is we have underwriters in-house. So when something comes in, it is being marketed to multiple carriers on your behalf from an underwriter’s perspective.” – Zach Mefferd