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Agency Services

Benefit from our experiences in starting, acquiring, managing and growing successful insurance agencies. We have managed 15 acquisitions, started de-novo agencies and offices, and grown each and every office. 

We can assist you in:

Agency Evaluation

  Acquisition or Sale

  • Negotiation
  • Financing Review
  • Financial Institution Partners

  Internal Perpetuation

  Compensation Methodologies

Customer Retention/Education Services

  Personal Lines Series

  • Automobile
  • Homeowners
  • Umbrella
  • Fine Arts

  Commercial Lines Series

  • Small Business
  • Commercial Accounts
  • Specialty Lines

      Directors & Officers Liability
      Employment Practices
      Fiduciary Liability

  • Value-Added Services

Submission Management

  Electronic Submissions

  Submission Tracking Program

  • Stay on Top of Pipeline
  • Review Hit Ratios

      By Company
      By Producer
      By CSR

  Central Marketing Considerations

 

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