How Customer Loyalty Protects Agency Value During an Ownership Transition
When an agency owner is ready to transition ownership, their customers will look to them for answers, including who they should trust when things change.

When an agency owner is ready to transition ownership, their customers will look to them for answers, including who they should trust when things change.
Five years ago, Dop’s grandfather passed away, helping her realize that “family is one of the most important things,” she says. The thought drew her into the family agency where she’s valuing being a small family agency that offers all lines of business.
By: Volume: 120, Issue: 11
Builders risk coverage is a necessity for new construction, remodeling or renovation. Your knowledge of the coverage provided, extensions and exclusions is crucial to protect your client and your agency.
Here are three key tips agents should pass along to their clients to help them manage risks associated with the shortage of qualified labor.
Here are three foundational risk management considerations that agents should know to help improve clients’ insurability in the current architects & engineers liability market.
As the field clears in mergers & acquisitions, the door is ajar for independent agency owners to make an acquisition that could change the trajectory of their business.
Understanding inertia and applying the concept to seemingly routine life choices will enable you to understand and appreciate the forces that are influencing your current trajectory.
It’s a common misconception among construction professionals that their work does not have a professional liability exposure, particularly if they are a contractor who doesn’t do design work.
Do your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.