There is a process to ensure a successful transition when purchasing an insurance agency. Building a business transition plan after purchasing an insurance agency is vital to ensuring the success of the acquisition. Knowing what to pull from to create an effective...
An insurance agency book of business plays a crucial role in making your insurance agency the best it can be. Yet, the process of building a book of business can seem daunting, whether you are starting your own insurance agency or have an existing insurance business....
Merging with another insurance agency is a great business move. There are many benefits to merging with another insurance agency, from minimizing competition and increasing efficiency to expanding your product offerings and market range. While mergers can create a...
Insurance agency acquisition has a lot in common with acquiring any business. It should be done methodically to make the right choice! Getting a clear understanding of the first steps toward acquiring your new company is paramount to your success. There’s no default...
The insurance world is constantly shifting. From increased carrier demands and lower commissions to consolidation and new competition, it feels some days that change is the only constant. With an industry constantly in flux, it’s not uncommon for agencies to feel the...
We are an experienced, independent consulting practice that specializes in all aspects of the sale of an insurance agency with emphasis on the Allstate & Farmers Insurance Company distribution model. Additionally, our professionals offer a wide variety of process delivery for the agency owner which supports all agency operations. Our consultants have over 150 years of experience in the industry with a proven track record of success!
