Join two fellow insurance agency owners as they share their stories of success in starting an agency from the ground up, and maintaining growth as an established business. Follow along to learn how you can take these tips and tricks for your own agency’s success.
Watch the Replay30-Min Consult
Webinar Length
60 minutes
Time and Date Info
Thursday, October 23, 2025 @ 1:00 PM ET
Want to know the secrets to success in building and growing an insurance agency? We thought so!
You’re in luck—we had not one, but two insurance agency owners join Agency Revolution for a webinar focused around helping your agency build successful strategies to stand out in the market.
First, we heard from Jackie Morgan, Owner and Lead Producer at The Castle Insurance Agency.
Jackie started her insurance agency coming from an insurance carrier background, bringing her expertise in the industry and leveraging her Forge insurance website to make a name for her business.
We also learned from Jim King, President and CEO of Waverley Insurance Agency.
Notably, he was able to drive client retention rates to an average of 95% by using Fuse marketing automation to maintain consistent communication to clients and grow relationships.
📣 New Agency Advice: Find out how you can build and grow your agency’s pipeline to drive new business.
💡 Established Agency Wisdom: Learn the strategies of maintaining client growth and retention.
🌐 Ways to Maximize Your Website: Explore opportunities to boost business through your online presence.
🤝 Make Marketing Automation Meaningful: Discover how you can leverage smart automation to build trust with clients.
Why Watch this Webinar Recording?
Hear firsthand from two insurance agencies and how they both approach building a successful agency from two different perspectives.
Get tips and tricks to learn how you can start growing your business, no matter the size of your agency. Learn how it’s done and use these approaches to build your own success.
Our agenda.
- What Does Success Look Like for an Insurance Agency?
- How to Start a Successful Agency From the Ground Up
- How to Grow and Maintain a Successful, Established Agency
- Key Takeaways for Building a Better Agency
- Live Q&A Session
Our hosts.
Ian Zeiders
Demand Generation Manager,
Agency Revolution
Jackie Morgan
Owner and Lead Producer, The Castle Insurance Agency
Jim King
President and CEO,
Waverley Insurance Agency
About Agency Revolution.
Agency Revolution is the leading provider of client engagement tools for the insurance industry. Forge, our cutting-edge website platform designed specifically for insurance agencies, provides a seamless online experience for both agents and clients. Fuse, our flagship marketing automation platform, streamlines communication with clients and prospects, allowing agencies to stay connected and engaged with their audience.
