Age of Indiependence: Here for Good- Legacy Agent Transitions from Captive to Independent

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Emily Gerber Poe, Owner of Gerber Insurance & Financial Services, and Founder/Owner at Medical Claims Helper, Inc. Emily's visionary leadership style has led her multi-location agency to flourish in the independent world. Hear how she is successfully mastering agency acquisition, diversifying her portfolio, and recruiting from outside of the industry. Episode Highlights: Emily gives a short background of her agency. (3:02) Emily mentions the lesson she’s learned from her father. (7:41) What were some of the thoughts going through Emily’s mind when she purchased the agency? (9:40) Does Emily think that it's harder to be a captive agent or an independent agent? (17:10) Emily mentions how many locations she has. (26:33) Emily shares how she’s able to manage all three locations. (27:16) How can we have a better learning experience in the insurance industry? (32:14) Emily mentions what stood out to her about the agency manager she hired. (38:54) Does Emily like to use the enneagram as her favorite personality assessment? (40:21) Key Quotes: “Not every day is fantastic. It's not rainbows and unicorns over here every day. But, I think part of what I was able to see from dad was that he was a hard worker. And, so was grandpa and they loved people. At the end of the day, they slept really good at night, because they were doing the right things for the right reasons.” - Emily Gerber Poe “I was so much younger than the majority of the agents that were going to have to go through this transition. And, I also love change. So, change doesn't scare me. I actually thrive in change.” - Emily Gerber Poe “I'm never gonna sink this ship. This is my plan A through Z. I don't have an alternative or an ulterior plan. So, any decisions that I make I just ask that you trust me, that I've researched it enough that I know what I'm doing, and also I didn't choose to go independent. This was forced on me, and I'm grateful for it now.” - Emily Gerber Poe Resources Mentioned: Emily Gerber Poe LinkedIn Gerber Insurance & Financial Services Medical Claims Helper, Inc. Reach out to Katlyn Eggar Quantum Assurance International