Agency Operations

How Tax Planning Can Accelerate Agency Growth

Tax planning increases an agency’s profitability without sacrificing critical assets like laying off staff or downgrading software.

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4 Ways a Bank Loan Can Fuel Agency Growth in 2025

By Scott Freiday In the highly competitive and evolving insurance landscape, independent agency owners face a unique set of challenges and myriad capital needs to sustain their growth. As we head into 2025, there is a greater sense of urgency for agencies to invest in technology and talent and make strategic mergers & acquisitions (M&A). The average…

What Types of Interest Rates Do Lenders Use?

By Alicia Chandler ​​The recent rate cuts by the Federal Reserve have prompted more agency owners to think about ways to grow their businesses. With the cost of borrowing starting to ease, many agency owners feel now may be the time to take a chance on new growth initiatives aided through debt financing. Not all lenders are…

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