Jeff Holtman is a Colorado Native who graduated with a Business Marketing degree from the University of Northern Colorado. Holtman was introduced to the insurance world when he went to work for his brother's captive agency, eventually taking over and running it successfully for 14 years. After his time as a captive agent, he partnered with Premier Group Insurance to start his independent insurance agency. After only two years, his independent agency is already half the size of his 23-year-old captive agency!
Time Stamps:
0:35 Who is Jeff Holtman?
2:40 I went to Northern Colorado for college.
5:55 So when did you decide insurance was going to be your thing?
9:30 After college, I fell in love with the financial world and got a job with Charles Shwab.
12:00 When did you make the switch to insurance?
16:24 How was captive agency ownership?
23:00 My best year in captivity made me realize I needed to go independent.
27:00 How much freedom did you have as a captive agent?
35:00 So you just hit an awesome milestone?
41:00 So you do Jui-Jitsu?
46:45 Funny insurance stories?
52:00 Craziest claims?
55:00 What makes a killer agent?
1:04:00 What do captive agents believe about independent agents that is false?
1:09:00 How do you fill your pipeline?
1:16:30 When do you contact a policyholder about a rate increase?
1:22:20 What don't carriers understand about agency owner life?
1:24:15 What advice do you have for people new to insurance?
Honorable Mentions:
University of Northern Colorado
Shannon Holtman
Dallas
Jui-Jitsu
Messenger
Starburst
Pepsi
Captive agents
Captive carriers
Progressive