HR and Staffing

An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.

Gonyo worked every role in an independent agency—from the front desk to producing—before starting her own agency at 32 years old with “minimal money in a tiny little office,” she says. Today, Blue Line Insurance has four branches and 15 employees, 14 of whom are women.

Gonyo has worked every role in an independent agency—from working the front desk to producing—before starting her own agency at 32 years old with “minimal money in a tiny little office,” she says. Today, Blue Line Insurance has four branches and 15 employees, 14 of whom are women.

In 2017, Carroll became a part owner and president of Stein Agency, a process in which she has stepped up professionally and grown into a leadership position while learning the ropes of agency management and p&c insurance.

​The landscape of agency acquisitions is as challenging as it is rewarding. To be successful, an acquisition requires a delicate balance between strategic alignment, financial prudence, cultural fit and more.

In 2022, Dew, then 20% owner of WinStar, learned that the other two owners would be retiring. She didn’t want to see the agency absorbed by the large buyers circling overhead and decided she would buy it herself—even if it meant mortgaging her house.

Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.

Avery Moore, owner of ECI Insurance, and Scott Freiday, division director at InsurBanc, dig into the intricacies of financing an independent insurance agency.