2018: The Best Year to Sell Your Agency

2020-09-13T18:47:49-04:00January 2nd, 2018|

If you've been thinking about selling your insurance agency, it may not make much sense to do so with the holidays quickly approaching. You'll garner much more interest (and better offers) if you choose to wait until 2018. The first [...]

Why Use an Intermediary to Sell Your Agency?

2020-09-13T18:43:50-04:00September 20th, 2017|

When you're faced with the prospect of selling your agency on your own, you may think you don't want anyone else involved. After all, who knows your business better than you do? But choosing to do it all by yourself [...]

How to Retain Insurance Clients After a Merger

2020-09-13T18:39:06-04:00June 10th, 2017|

Keeping accounts after a merger can be a daunting task to agents and management alike, but it's not impossible. What's more, high retention rates are the key to financial success after the dust has settled and a new routine has [...]

Retaining and Compensating Producers

2020-09-13T18:38:42-04:00May 12th, 2017|

Finding and retaining talent is a matter of finding the right compensation structure. While good employees can’t be taken for granted, there are a number of financial constraints that can make this seem like an unsolvable puzzle. It can be [...]

Agency Automation

2020-09-13T18:38:18-04:00May 12th, 2017|

Agency automation is an effective way for companies to tighten up their time management and increase the level of customer service — without doing any additional work. There are a number of processes that can be automated in insurance, from [...]