We work with agents, carriers and vendors serving the insurance industry on strategies designed to enhance growth.
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Insurance Agency Owners typically sell an insurance agency once in their lifetime, whereas Insurance Agency Buyers close several transactions. This puts Sellers at a huge disadvantage since there’s no prior experience to draw from. Many Agency Owners believe that since they’re in the insurance business, they know how to sell an insurance agency. However, you’ve lived in a home your
We’ve all heard it at insurance conferences, dinners and carrier events. Agents are looking to acquire a book or buy an agency because it’s one of the best investments on the planet. Problem is, most of these buyers love the sound of acquiring an agency, but most never do. When there’s an opportunity presented to them, they tell you why
We receive a lot of calls from agents about borrowing for acquisitions, debt consolidation, growth and other needs. We recently met a bank that has a great lending program that will change the way agency lending has been viewed over the years. Here are some highlights of the program: Express loan program – Loans up to $75,000 via an express loan
We continue to see an overwhelming number of insurance agency buyers over sellers by a margin of 35 to 1. When selling an independent insurance agency, finding a buyer with similarities to your agency is key. Below are a few other tips for buyers and sellers.
We receive several calls weekly from agencies asking about loans for insurance agency acquisitions, debt consolidation or to hire producers and grow their book of business. We usually refer agency owners to their local bank first to see if there’s a way that SBA would loan them money. Often times SBA doesn’t understand the insurance business since there is minimal equipment,
I remember the first time I learned that YouTube is the second largest search engine in the world I was shocked. I was speaking with a neighbor who told me that he fixed his garage door opener by watching a 9-minute video on YouTube. Insurance Agencies all over the country leverage YouTube as part of their Digital Marketing blended strategy
Insurance Journal announced last week that Bell-Anderson, near Seattle, Washington has added a new Marketing Director to their amazing Management Team. Bell-Anderson is one of the fastest growing agencies in country that I’ve had the pleasure of working with for over a year. You can read the full article here.
We occasionally send out updates on how to grow your Insurance Agency on our Twitter page and would love to share them with you. We include tips and tricks on how to grow your insurance agency organically by leveraging the Best Practices of the Fastest Growing Agencies in the Country. I’ve trained 1000’s of Producers, CSR’s and Agency Principals over
I’ve been in nearly 300 insurance agencies in the past 5 years for training, coaching, consulting, marketing and M&A services. It’s amazing how much the business has changed in the past 5,10,15 years. Days of running a yellow page ad, sponsoring a little league team and ringing phones are long gone for most. The fact is, the modern consumer moved
We’d like to thank all of the men and women who have made the ultimate sacrifice to ensure our freedom. Sometimes we take freedom for granted and it’s important for us to recognize the people that make it all possible.