Agency Freedom

Agency Freedom


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 of Agency Freedom Podcast, James talks with Miles Merwin, Agency Principal of Advisors Insurance Agency in Greenville, SC and founder of the Producers to Principals coaching program. 

Episode Highlights:

  • Miles mentions the first time he met James and shares a little bit about his background. (9:05)
  • Miles discusses a few of his hobbies, including musical instruments, kayaks, classic cars, and golf. (11:33)
  • Miles shares why he always retrains himself to stay focused on the things that created success in the first place. (16:22)
  • Miles explains that working with and helping agency owners excites him and is what led to the creation of his Producers to Principals coaching program. 
  • Miles discusses how he figures out how to attract top talent and retain top talent in his insurance agency. (22:20)
  • Miles explains something that he learned from the 80/20 principle and how he was able to apply the principle. (30:00)
  • Miles shares his insights about flashy stuff and tech decks that are out there. (37:24)
  • Miles mentions that as agency owners, it’s your job to challenge your team and be a coach. (43:38) 
  • Miles shares how he has created such a well-documented and well-processed agency. (50:57)
  • Miles shares his new project which is a new service page that will be available on their website. (57:26)
  • Miles gives his advice to all agency owners that want to grow successfully. (1:04:38)

Key Quotes:

  • “It’s not our responsibility to be on the court actually playing the game and taking the shots. Right? Our job is to stand beside the court and coach the game that’s happening in front of us.” – Miles Merwin
  • “Instead of my product being insurance policies, it was people. My product was the successful people in our organization. And that’s what I was going to focus my time on. And so I 100% separated myself from sales.” – Miles Merwin
  • “The biggest thing that helped me cross barriers was changing my network. If you’re at half a million dollars in revenue, then you should be talking to agency owners who are in your network that are three times your size.” – Miles Merwin

Resources Mentioned:

Learn more about Advisors Insurance Agency at their website:

Miles is also the founder of the Producers to Principals coaching program. Learn more and schedule your no-cost Discovery Call at

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