When Not to Go Through with a Merger
Mergers can be a powerful way to drive growth, increase market share, and improve competitiveness in the insurance industry. However, [...]
6
12, 2025
23
11, 2025
How to Integrate Two Insurance Agencies Successfully
The merger is signed, the announcement is made—and now the real work begins. Integrating two agencies is where success is [...]
10
11, 2025
Is There a Time Not to Merge an Insurance Agency?
Mergers and acquisitions can be powerful tools for growth—but they are not always the right move. While the potential benefits [...]
23
10, 2025
How We Help Your Agency Navigate Mergers and Acquisitions
A merger or acquisition can be exciting, but it can also be complex. At our firm, we specialize in guiding [...]
11
10, 2025
Building a Successful Insurance Agency Merger
Merging or acquiring another insurance agency can be one of the most powerful ways to expand your business. When handled [...]
23
09, 2025
Three Reasons an Insurance Agency Should Not Merge
Mergers and acquisitions can be powerful tools for growth, but they aren’t the right move for every insurance agency. [...]
9
09, 2025
Five Ways to Prepare for a Successful Insurance Agency Merger
Mergers and acquisitions can be game-changing for insurance agencies. The right deal can create new opportunities for growth, broaden client [...]
13
08, 2025
Three Things to Look Out For When Merging or Acquiring Insurance Agencies
Mergers and acquisitions (M&A) in the insurance industry can unlock new opportunities for growth, efficiency, and market reach. But just [...]
24
07, 2025
High and Low Performing Independent Insurance Agencies Differ In Many Ways
In the dynamic and competitive landscape of the insurance industry, independent insurance agencies play a crucial role in connecting individuals [...]
11
07, 2025
How To Lead Producers
The insurance industry, a vital component of the global financial sector, is driven significantly by the performance of insurance producers. [...]