Benefit from our experiences in starting, acquiring, managing and growing successful insurance agencies. We have managed 15 acquisitions, started de-novo agencies and offices, and grown each and every office. 

We can assist you in:

Agency Evaluation

  Acquisition or Sale

• Negotiation
• Financing Review
• Financial Institution Partners

  Internal Perpetuation

  Compensation Methodologies

Customer Retention/Education Services

  Personal Lines Series

• Automobile
• Homeowners
• Umbrella
• Fine Arts

  Commercial Lines Series

• Small Business
• Commercial Accounts
• Specialty Lines

      Directors & Officers Liability
      Employment Practices
      Fiduciary Liability

• Value-Added Services

Submission Management

  Electronic Submissions

  Submission Tracking Program

• Stay on Top of Pipeline
• Review Hit Ratios

      By Company
      By Producer
      By CSR

  Central Marketing Considerations