Strategies

Agencies can reduce friction with their carrier partners to make claims and compensation more transparent, accurate and user-friendly.

The recently enacted tariffs have introduced uncertainty into the insurance industry, including the agency mergers & acquisitions market. Here are three areas to monitor over the coming months.

While no one enters marriage with the prospect of divorce, it happens and can wreak havoc on an agency both operationally and strategically.

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

A thriving team can be the key to a smooth and successful transition during an acquisition, engaging with new leadership and contributing to the long-term success of the business.

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…

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…