Success Through Collaboration

Offer more solutions to more clients

Each of our Agency Partners brings unique product expertise and regional focus. Our Agency Partners may collaborate to leverage the power of our platform and expand their client reach and service offerings. By using the resources and relationships of our shared platform, each Agency Partner can better serve their existing clients and more easily win new clients, all while maintaining their entrepreneurial culture.

A Superior Partnership

Tailored partnerships to meet your specific goals

We acquire accomplished and well-established insurance agencies and structure each transaction to meet your operational and financial goals. Our minimally disruptive approach does not change your brand, employee compensation structure, or management – instead, we provide tailored resources so you can achieve your goals faster than you would without a partner.

Our partnership approach helps independent insurance agencies achieve their goals by providing tailored solutions including:

Spend more time with your clients and less time running your business:

  • Strategic Network Resources Include:
    • Product Expertise
    • Cross Sell Opportunities & Warm Leads
    • Operational Best Practices
    • Collaboration with Top Business Leaders
  • Centralized Operational Resources Include:
    • Finance & Accounting
    • Payroll, HR & Benefits
    • Talent Recruitment
    • Preferred Technology Systems
    • Additional Carrier Markets
    • Service Center

For owners seeking to expand their legacy and financially participate in accelerated growth, we offer our Agency Partners:

  • Dedicated Acquisition Support
    • Committed capital base enabling our Agency Partners to acquire other businesses
    • Sourcing, diligence, and transaction support
    • Integration resources
  • Dedicated Recruiting Team
    • Build your sales force through producer hires
    • Expand product expertise
    • Recruit support staff to enable growth
  • Leadership Opportunities
    • Strategic roles available for top performers across geographical territories and product lines

We provide attractive liquidity solutions to help with:

  • Internal Perpetuation Solutions:
    • Partner buyouts
    • Multi-generational ownership changes
  • External Perpetuation Solutions:
    • Provide the best monetary outcome for those seeking the most dollars over a time horizon
  • Retirement Planning:
    • Custom solutions for owners looking to retire or slow down in the near or long term and want to maximize value

Let’s talk about how our partnership can benefit you!

Our Mission is to improve the lives and support the needs of our Agency Partners