While getting a valuation before you sell is critically important, waiting until the last minute may be too late to implement the changes and overcome weaknesses to significantly improve value.
For all the effort poured into growing a book of business and servicing accounts, surprisingly little time goes toward ensuring commission from those policies hits the general ledger.
Rodriguez’ agency offers franchising opportunities to aspiring business owners with the entrepreneurial spirit. He also serves on the board of the Delaware Association of Insurance Agents & Brokers.
The toolkit assists Big “I” member agencies in navigating the current insurance market and helps them effectively communicate with their clients.
Ivans Distribution Platform now supports 12 commercial lines with automated appetite assessment and digitized submissions and quoting.
By making philanthropy a bona fide part of their strategy, agencies can take their community and business impact to the next level.
Lucky is the insurance agent whose commercial client’s state of residence never changes and all their employees live and work in that same state. But, of course, life is never that simple.
A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.
Automated cash management sweep products can be a valuable tool to help agencies simplify cash inflow and outflow.
CoreLogic’s “2023 Hurricane Risk Report” provides a detailed look at what’s at stake for the U.S. as hurricane season commences.
