The Insurance Agency Mergers and Acquisitions Insider

Content by Agency Brokerage Consultants www.agencybrokerage.com; Direct (321) 255-1309

If you can’t Grow, it might be time to Go!

When agency revenues start to fall year-over-year, there is usually a reason.  Sometimes the trend can be reversed, such as if it is tied to an economic cycle, but quite often the downward trend is unstoppable.  In our experience, a steady decline in the business is typically an indicator that one or more of the agency principals are spending less time running the business.  The enthusiasm and competitiveness that perhaps once drove growth in the business has waned. 

April 20, 2018 · Leave a comment

What is Preventing Your Agency from Growing? Part 1: You

What I’ll discuss in this post differs from most of my other ones.  The discussion is an amalgamation of my studies, experiences and observations from working with business owners over … Continue reading

February 21, 2016 · Leave a comment

Insurance Agency Financial Models

A key to running a profitable insurance agency is understanding your target financial model, i.e. how you allocate your revenue to various expense items.  If you were not aware, every business … Continue reading

October 3, 2014 · Leave a comment

Best Practices for Growing an Independent Insurance Agency

This presentation discusses some best practices for growing (and managing) an independent insurance agency based on our interaction with agencies around the country as a valuation and merger and acquisition … Continue reading

June 9, 2014 · 1 Comment

Insurance Agency Marketing

One of my favorite hobbies is studying marketing trends and tactics.  Insurance agents have a wide range of marketing tools and options at their disposal.  It’s the reasons that the … Continue reading

March 22, 2014 · 1 Comment

Protect Your Data from Online Theft

A new online extortion cyber threat called CryptoLocker could affect anyone who has a computer, and especially people who use Facebook. If you activate the program, a message appears and … Continue reading

March 4, 2014 · Leave a comment

Producer-Owned Books: A Potential Deal Killer

We occasionally run into insurance agencies that have independent contractor producers that own the rights to their book of business.  These arrangements almost always create a problem with selling an … Continue reading

February 11, 2014 · Leave a comment