Are you considering taking the leap into the world of insurance agency ownership in the state of Georgia? Whether you’re interested in independent agencies or captive agencies, acquiring an insurance agency can be a rewarding endeavor. However, it’s...
When it comes to reporting the sale of a book of insurance business, it is essential to understand the ins and outs of the process. This article is going to cover everything that’s need-to-know, but let’s start with the basics. What is a Book of Insurance Business? A...
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...
When you are on the path to purchasing an insurance agency, it is important to know and understand the pitfalls of insurance agency acquisitions. Between state requirements, risk evaluation, outstanding liabilities, and more, knowing what to expect can save you a few...
The insurance industry is ever-changing. Carrier policies, global events, and the increasing use of technology all play their part in creating an insurance industry that must be increasingly flexible. Part of the ongoing fluidity is the constant shifting of agency...
Every business is concerned about cost pressure and lack of finances, so they need to assess and watch their spending. If you ask an insurance agency business for sale, they will attest that this is sometimes a reason they end up selling their business. Since...
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!