Owners of independent insurance agencies and brokerages

Insurance Brokerages

Insurance brokerage is one of the most active acquisition markets in financial services. Independent owners who want to stay independent, or sell well, need producer depth and organic growth.

The commercial challenges

  • Book value concentrated in a few producers.
  • Organic growth lagging acquisitive competitors.
  • Operations that do not scale with the book.

Editorials

  1. 01How Independent Insurance Brokerages Build Enterprise Value Forthcoming
  2. 02Organic Growth vs. Acquisitions in Insurance Brokerage Forthcoming
  3. 03Recurring Commission Revenue and Revenue Quality Forthcoming
  4. 04Producer Dependence and Succession Risk Forthcoming
  5. 05How Insurance Brokerages Can Improve Operating Leverage Forthcoming
  6. 06The Economics of Producer Recruitment Forthcoming
  7. 07Cross-Selling and Client Retention Strategy Forthcoming
  8. 08Building Proprietary Commercial Infrastructure in Insurance Brokerage Forthcoming
  9. 09Technology and AI in Insurance Brokerage Operations Forthcoming
  10. 10Preparing an Independent Insurance Brokerage for Acquisition Forthcoming

Considering how these issues affect your firm's next stage of growth?