Benefit from our more than 20 years of actual experience with Financial Institutions working with their clients and insurance products:

• Building from the ground up
• Acquiring insurance agencies
• Integrating into profitable sales channels
• Managing agencies and carrier relationships
• Selling products and services

We can assist you in:

Analysis of your existing Retail, Small Business and Commercial customer base:

• Analyzing which insurance carriers offer the most attractive products for your customer relationships
• Identify the Strengths within your customer base
• Quantify the Income potential within your customer base
• Identify which insurance carriers will maximize on those strengths
• Negotiation and relationship management with carriers

Review and Implementation of Sales Strategies and Options:

• Agency Start-up
• Development of Internal Growth
• Acquisitions
• Partners
• Turn-Key Solutions
• Customer Pre-Qualification

Merger and Acquisition Assistance

• Valuation and Pricing
• Negotiation
• Compensation
• Transition Strategies
• Expansion & Growth Strategies
• Evaluating Agency Candidates Compatibility with Your Customer Base