When choosing someone to do business with, you trust the people who are just like you. You feel you understand their motives, so they feel like natural partners. As an insurance agent, your job is to build that trust quickly. No matter how much you would prefer to...
The end of the year is a time that a lot of insurance agency owners dread. If you’re not having a good year, you already know that it is going to be a bad year. It can still be hard to see it on paper. Even the owners who know they have had a good year don’t enjoy...
When you consider your insurance agency’s valuation, there are a number of obvious factors that need to be considered. Agency owners most often look at total revenue when estimating an agency valuation. There is an infinite number of ways you can value an insurance...
The Five Ds of an Insurance Agency Sale This has certainly been an unprecedented year. Your plans to stay in or possibly sell your business have most likely changed due to everything taking place. Regardless of your current outlook or decision, sooner or later you...
Momentum is a funny thing. It can be incredibly powerful. When you’ve built momentum in life, in your career or in sports, you feel like you could go anywhere. True momentum can make you unstoppable. It is also really easy to lose. Sometimes it only takes one setback...
One of our most important roles is to prepare our clients for the emotional impact of selling their agency after a lifetime of building the business. The process itself and the change that occurs at the end leaves a lasting impression on most selling owners. Our job...
