Julie shares with us how she began in her family agency in Florida.  She explains why getting involved in her local state associations is important to her agency. Her husband Jason and her have built a sizeable agency in a difficult Florida market.

Episode Highlights:

• Julie shares her journey in the insurance world and how they have built their successful agency in the Florida market.  (8:17)

• Julie mentions that their insurance agency is aiming for a 50/50 split between personal and commercial lines, but personal lines have been growing faster. (15:21)

• Julie explains how customer relationships and understanding cultural differences are crucial in providing excellent service (23:54)

• Julie discusses the importance of staying educated in the insurance industry, networking with peers, advocating for the industry with elected representatives, and the value of being involved in professional associations. (27:43)

• Julie discusses the roofing fraud scheme where homeowners unknowingly sign away their insurance claim rights to fraudulent roofers, resulting in inflated repair costs and liens on their homes, while lawyers exploit the system by charging exorbitant fees. (39:24)

• Julie emphasizes the importance of strong relationships with carriers and conducting thorough financial due diligence to avoid insolvencies and ensure agency success. (44:53)

  
  

Key Quotes:

• “We do remote for the three H's: Hardship, Holiday and Hurricanes. So we really believe in having people in the office and learning from each other.” - Julie Levine

• “We are very cautious about who we get appointed with. We don't want to have every market out there, we have very strong relationships with the carriers that we do have, which I think has put us in the trajectory of the success that we've had, is because of those relationships.” - Julie Levine

• “We really want to develop and invest in our team members. And then it has that trickle-down effect of where we are able to properly educate our customers so they know what's going on. So, they know when we say that this is the only option for you, they know that they can trust us because we've explained things really, really well. ” - Julie Levine

  
  

Resources Mentioned:

• Julie Levine LinkedIn

• Harry Levine Insurance

• Reach out to Dave Jackson

• Independent Agency Owners Alliance | IAOA