Succession Planning

Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.

Technology, particularly artificial intelligence (AI) and automation, is now reshaping what it means to prepare an agency for transition.

On this episode of Agency Nation Radio, Peter van Aartrijk, executive vice president at Aartrijk is joined by Lee Gaudette, president of Gaudette Insurance, and his son, Peter Gaudette, commercial insurance advisor at Gaudette Insurance, and Keith Mangini, Vice President and Commercial Team Leader at InsurBanc.

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.

Young independent agents discuss how they got their start in the industry, what excites them about its evolution and the valuable lessons they’ve learned from the mentors who have guided their growth.

As hard as it may be to believe, the oldest wave of Generation Z is now hitting their late twenties. While Gen Z insurance needs are evolving, they’re not too different from their predecessors.

Consider these five strategies if stress and burnout is forcing you to consider selling your agency.

On this episode of Agency Nation Radio, Johanna Holling, volunteer relations program manager at Invest, hosts a conversation about attracting young talent to the insurance industry.

A desire to keep her family’s fourth-generation agency family-owned drew Megan Carroll into the business. 2/12/2025 5:00:00 AM

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.