Pete Covill joins us from Humphrey, Covill & Coleman Insurance Agency in New Bedford, Massachusetts. He is a third-generation agency owner shared with his sister Lisa Covill Gibson. Pete shares with us the transition from his agency to a digital one, the implementation of technology and how they have advanced in the flood insurance market in 6 New England states.

John Mason, a native New Yorker, shares with Captain Dave about his illustrious career as an independent insurance agency retail broker and later in his career how he acquired Chenango Brokers, a wholesale broker. He tells us about the exciting new rating platform that Chenango Brokers has released and how it can help agency brokers place more business.

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.

Grant shares how he started Stewardship with the mortgage division, followed closely by the insurance division. He then added the financial services and real estate divisions later when the timing was best. Grant also talks about his course and books that he has authored.