Buying an Insurance Agency

21
Mar

Hire help When Merging or Acquiring Insurance Agencies

I found a great article in the insurance journal today. It’s a couple of years old but raises several good points about buying and selling insurance agencies. Click this link to see the article. We offer a variety of services for people looking to buy or sell an insurance agency.  Check our services page to see how we can assist

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20
Mar

Insurance Lead Providers on the Web

When you read all the reports about how many people are shopping for insurance online, the numbers are staggering. How do you generate enough traffic to your site without breaking the bank? Well, unless you have 100’s of thousands of dollars set aside to increase your web presence, chances are you buy leads.

20
Mar

California Department of Insurance Website License Status

The California Department of Insurance website is a great tool to use when acquisition hunting, recruiting, renewing your insurance license or checking the latest news in the industry. You should pay particular attention to

19
Mar

Ask for The Sale

In Tom Hopkins famous book How to Master the Art of Selling, he says “90% of all sales that aren’t made, aren’t made because the sale was never asked for”. So you’ve went through the benefits of being with your agency, the carrier, etc etc. You found their hot buttons and have great rapport with the client. Then at the

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18
Mar

Non Disclosure Forms

Anytime you find an acquisition candidate you’ll be asked to sign a non-disclosure or confidentiality agreement. These agreements are meant to protect the information shared between buyers and sellers. Often times buyers will request income and expense statements, commission statements and other due diligence material.