Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Miles Merwin, the Founder and President of Advisors Insurance Agency, LLC. Miles talks about his transition from working in an agency to running an agency and the structure of their program.

Episode Highlights:

  • Miles mentions what made him start an agency from scratch. (6:33)
  • What’s been the biggest challenge for Miles while running the agency and putting together this program? (11:34)
  • Miles shares the structure of their program. (12:25)
  • How did Miles transition from working in an agency to running an agency? (21:24)
  • Miles shares the toughest part about going from being a producer to a principal. (22:13)
  • Miles mentions why he’s impressed with David’s ability. (39:24)

Tweetable Quotes:

  • “If I can help someone open up an agency and meet their dreams too, that’s when I’m making more money than I ever thought I would. Now they’re making great money, providing for their families and employing people too. We’re creating a lot more jobs, a lot more satisfaction, and really creating great relationships I hope last well into the future.” – Miles Merwin
  • “I feel like when you’re watching and creating success, then you are naturally going to get success in your life.” – Miles Merwin
  • “As I mature I’ve got to keep stepping up my game, otherwise I’m just gonna get bored. I’m that personality, if I’m doing the same thing over and over again and we’re sitting still or going backwards, it’s time to end. I’m constantly trying to get better and continue maturity.” – Miles Merwin

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Employee

Why Employee Ownership is the Key to Sustainable Agency Growth and Talent Retention

In an increasingly competitive commercial insurance landscape, agency owners are struggling to find long-term solutions for succession planning, talent retention, and business perpetuation. Many have considered private equity sales, others offer limited equity to top producers—but a growing number are discovering a more powerful alternative: the Employee Stock Ownership Plan (ESOP).

Read More »
Sales

How to Reverse Engineer Your Sales Funnel and Crush Your Q4 Insurance Production Goals

As we enter the fourth quarter, many commercial insurance producers begin to panic. Whether you’re behind on your goals or just trying to hit that final sprint, the Q4 crunch is real. But the producers who consistently win don’t treat Q4 as a Hail Mary. They plan with precision, reverse engineer their goals, and execute with ruthless consistency.

In this post, we’ll break down how you can reverse engineer your sales funnel, identify your revenue gaps, and finish the year stronger than you started. Whether you’re writing workers’ comp or cyber liability, these strategies apply across all middle market verticals.

Read More »
wholesale

Mastering Wholesale Partnerships: Submission Strategies, Underwriter Relationships, and Technology Tools for Middle-Market Success

In today’s competitive insurance marketplace, middle-market agencies must leverage every available advantage to win and retain business. One of the most underutilized yet powerful resources at an agent’s disposal is the wholesale market. By establishing strong partnerships with wholesalers, agents can access capacity, expertise, and proprietary programs that are often unavailable through direct channels. However, success in the wholesale arena requires more than simply submitting risks and hoping for the best.

Read More »
Client

How AI-Powered Workflows Are Transforming Sales, Marketing, and Client Communication

In the fast-paced world of commercial insurance, where every hour counts and every interaction matters, producers and agency owners are turning to artificial intelligence not as a replacement for human connection—but as a force multiplier. AI tools like ChatGPT are no longer just novelties or futuristic concepts. They are strategic business assets, helping commercial producers streamline workflows, scale personalization, and reclaim valuable time.

Read More »
Killing Commercial Login