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Planning for the Next Stage in Insurance Agency Management: Perpetuation

Planning for the Next Stage in Insurance Agency Management: Perpetuation

Over the past few years, there has been a surge in insurance agency management transitions. Mergers and acquisitions specifically are on the rise, with an estimated 550 deals, up 12% from the previous year, in the first quarter of 2021. While these transitions can be profitable for owners, they can come with significant trepidation and worry from employees and customers.

As an owner, you need to start thinking ahead about how to prepare your agency for its eventual ownership transition. Whether you plan to perpetuate internally or externally, it’s essential that you prepare. That preparation includes setting your agency up for its highest valuation, prepping your team, and investing in tools and processes to bring your agency into the future.

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The Key to Better Insurance Agency Management is in Who You Hire: Download the eGuide

The Key to Better Insurance Agency Management is in Who You Hire: Download the eGuide

There are many ways to improve your insurance agency management, but one of the most impactful is hiring the right people. When you have the right people for the right job, you start from an optimal point.

But how do you know who to hire? We’ve got your answers in our latest eGuide, Who You Hire Matters: The How and Why of Hiring Great Producers and Leaders.

In this guide, you’ll learn:

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