The Insurance Agency Mergers and Acquisitions Insider

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

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

Employment Agreements for Insurance Agencies

The value of an insurance agency is nearly all intangible assets tied to the book of business and relationships with customers and insurance companies.  This is a much different asset … Continue reading

January 7, 2014 · 1 Comment