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Momentum Meets

Momentum Meets

Hosted by Momentum Broker Solutions

BusinessInterviews guests

Episodes

64

Latest episode

Oct 2026

Language

EN

About the show

Momentum Meets is a Insurance Broker Success Stories podcast series from Momentum Broker Solutions exploring everything insurance – featuring themed interviews with those who have started their own brokerage to industry experts discussing how the landscape is changing. Each episode is hosted by Alistair Body – our Business Development Director – who has over 30 years’ experience in insurance industry in New Zealand, Australia and most recently the UK. This interview series is released bi-weekly. Make sure you never miss an episode by clicking ‘subscribe’! Hosted on Acast. See acast.com/privacy for more information.

Listen to episodes

60 recent
November 4, 202627 min

Four Years On: The Reality of Running Your Own Insurance Brokerage | Matt Thomas

What’s it really like to leave employment behind and build your own insurance brokerage? In this episode of Momentum Meets, Alistair sits down with Matt Thomas of MTIB to reflect on his journey from employed broker to business owner, four years after going independant. Matt shares the initial doubts, financial concerns and imposter syndrome that came with starting out, as well as the realities of managing clients, claims, renewals and the day-to-day pressures of running a business. They also discuss the importance of finding the right working environment, having reliable support behind you and why the freedom to build a business around family life makes the challenges worthwhile. An open and honest conversation about independence, responsibility and what running your own brokerage really looks like once you're established. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

October 28, 202632 min

What if my clients don't follow me?

What does it really take to leave an established insurance broker and start your own business? In this episode of Momentum Meets, Alistair speaks with Matt Meader about navigating restrictive covenants, overcoming the uncertainty of starting from scratch and building a successful independent brokerage. Matt shares the realities of his first year, how he developed new business without relying on former clients, and why the freedom of running his own brokerage made the challenges worthwhile. An honest, firsthand account for insurance brokers considering making the move to independence. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

October 21, 20261 hr 2 min

Momentum 101: Year One, The reality

What does year one of running your own insurance brokerage really look like? Recorded live on Wednesday 14 October 2026, this session looks at the reality of the first year for UK commercial insurance brokers who start their own business. Hosted by Alistair Body, the conversation features Pete White of White Choice and Mark Richardson of CDR Insurance. Pete is five years in and started without a book of clients. Mark is four months in. Both share what it took to go from an employed role to running their own brokerage. Together, they discuss the questions many brokers face before starting: what holds people back, how much personal runway to plan for, where the money really goes, winning the first clients, client ownership, contract terms, non-competes, funding and compliance. You will also hear how Momentum Broker Solutions supports independent insurance brokers through its UK-wide Appointed Representative network, made up of over 110 members, helping Broker Partners retain their clients, protect their independence and run their businesses in the way that works for them. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

September 16, 202623 min

Starting Your Own Insurance Brokerage: Will Your Clients Follow You? with Tom Taylor

What happens when you start your own insurance brokerage and finally reconnect with the clients you’ve spent years building relationships with? In this episode of Momentum Meets, Alistair Body is joined once again by Tom Taylor, founder of Foxhall Risk Management. Tom first appeared on the podcast in 2023, during the early stages of building his brokerage. This time, he reflects on what happened after his covenant ended and he was able to speak to former clients again. They discuss client loyalty, the conversations that went well, the ones that didn’t, the financial realities of starting a brokerage and how Tom’s confidence has changed as the business has grown. Tom also shares what he would say to experienced commercial insurance brokers who are considering starting their own brokerage but are unsure whether their client relationships will follow them. A practical and open conversation about starting and growing an independent commercial insurance brokerage in the UK. Momentum Broker Solutions supports experienced commercial insurance brokers who want to start or grow their own brokerage through its Appointed Representative model. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

August 12, 202619 min

E G Murray at 50: Inside One of Scotland’s Oldest Independent Brokerages

E G Murray is celebrating 50 years as a family-run insurance brokerage, marking a major milestone for one of Scotland’s longest-established independent brokers. In this episode of Momentum Meets , founder Edward ‘Gerry’ Murray and his son Antony Murray reflect on their story, from Gerry founding the Airdrie-based brokerage in 1976 to Antony taking the business into its next chapter. They discuss the early days of building an independent insurance brokerage, the importance of long-term client relationships, the evolution of the family business and how the role of the independent broker has changed over the past five decades. Antony also explains why E G Murray has joined Momentum Broker Solutions’ Appointed Representative network, and how additional support across compliance, administration, accounts and business development is helping the brokerage protect its identity while creating more time to focus on clients. A conversation about 50 years in insurance broking, family business succession, trusted client relationships and building a sustainable future for an independent brokerage. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

July 22, 202650 min

Momentum 101: From Fear to Freedom: How UK Insurance Brokers Can Start Their Own Brokerage

What does it really take to leave employment and start your own insurance brokerage? Recorded live on Tuesday 14 July 2026, this session explores the journey from uncertainty to independence for UK commercial and high-net-worth insurance brokers. Hosted by Alistair Body, the conversation features Adam Stanger of Orkney Insurance Brokers and Chris Harvey of South Wales Insurance Brokers. Both share their experience of moving from employed roles to building independent brokerages of their own. Together, they discuss the questions many brokers face before making the decision: changing targets, bonus structures, client ownership, income potential, business setup, regulatory support and the fear of leaving a familiar role behind. You will also hear how Momentum Broker Solutions supports independent insurance brokers through its UK-wide Appointed Representative network, made up of over 110 members, helping Broker Partners retain their clients, protect their independence and run their businesses in the way that works for them. For commercial insurance brokers and HNW insurance professionals considering starting a brokerage, becoming self-employed or exploring the appointed representative model, this episode offers practical insight from people who have already made the journey. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

July 1, 202622 min

Why is compliance important when running your own insurance brokerage?

Every insurance professional knows they need to complete at least 35 hours CPD a year. But what other compliance and governance do you need to adhere to when running your own insurance brokerage in the UK? Tim Grant, co-owner of Castlebridge Risk Solutions, explains why he chose the Appointed Representative route, and why Momentum was the answer for him and James when it came to starting their own business. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

June 17, 202617 min

How do I start my own insurance brokerage?

In this episode of Momentum Meets, Alistair Body, our Business Development Director, is the guest! He answers one of the biggest questions UK insurance brokers ask when they’re thinking about independence: how do I start my own insurance brokerage? Drawing on hundreds of conversations with brokers across the UK, Alistair explores the questions that often come up privately before a broker decides to launch their own business. Will clients follow me? How do employment covenants work? What funding will I need? Can I replace my income? What support does an appointed representative get from a principal? This episode looks at the reality of starting an insurance brokerage in the UK, including client relationships, financial planning, compliance, business confidence and the appointed representative model. It also explains how Momentum Broker Solutions supports its Broker Partners with the planning, structure and practical foundations needed to build a sustainable brokerage. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

June 3, 202631 min

Underinsurance Explained: Why accurate reinstatement cost valuations matter for brokers

“It doesn’t have to be a total loss scenario to leave you on your knees.” In this episode of Momentum Meets, Alistair Body is joined by Zoe Davenport from BCH to explore one of the insurance industry’s most persistent challenges: underinsurance. As Zoe puts it, “insurance is the biggest waste of money for anybody buying it” if the policy doesn’t respond as expected when a claim happens. That’s why accurate declared values, reinstatement cost assessments and properly evidenced client conversations matter. The discussion covers the difference between market value and reinstatement cost, the impact of underinsurance at claim stage, Consumer Duty, overinsurance, AI-generated valuations and the importance of using expert advice rather than assumptions. It’s a practical episode for brokers who want to help clients buy cover with confidence, avoid difficult surprises and make sure the promise on the page performs when it matters most. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

May 20, 202622 min

How to market your insurance brokerage in the UK

You're an experienced insurance broker who's running their own business, and know the industry inside out, but how do you get your name out there? One of the benefits of being with Momentum Broker Solutions includes access to our dedicated Marketing Team. In this episode, you'll learn how to embrace social media, and other platforms, to promote you and your business. If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn . ...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content. Hosted on Acast. See acast.com/privacy for more information.

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