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 Alex Toler, Director of Business Development at SimparaHR.

To learn more about SimparaHR visit https://www.simparahr.com.

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Episode Highlights:

  • Alex shares his journey from being an aspiring baseball player to underwriting homes, navigating the insurance industry, and finding success in middle-market employee benefits. (4:06)
  • Alex shares how his passion for health insurance was reignited after witnessing Adam’s work and the level of care his clients received. (19:07)
  • Alex explains that their goal at SimparaHR is to help employers and employees make smart healthcare cost decisions and lower costs through active risk management and prevention. (30:49)
  • Alex discusses the lack of transparency in employer-broker relationships and the benefits of operating transparently in self-funded health plans. (35:30) 
  • Alex emphasizes the importance of mentorship in navigating the challenges of the benefits industry, especially for young producers, and the need to seek guidance from experienced professionals to succeed. (40:57)
  • Alex mentions that the key to success in making a career jump is to lean on mentorship, thoroughly assess your readiness, understand contract terms, and utilize the abundance of resources available today. (47:17)

Key Quotes:

  • “Our goal is to go in, operate on a fee-only basis to where we’re not making commissions off of what we’re selling where our goal is to drive your cost down.” – Alex Toler
  • “Finding a mentor, and I think, really niching down or just having a real target market that you stay in. You might not see the fruits as early and as fast, but it’s going to save you from so many headaches in the future.” – Alex Toler