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Agency Perpetuation Resources

Agency value: market conditions and practices

Valuation methods

Consultants

  • List of consultants - Access to professional consultants for agency valuation &/or perpetuation, and other general consulting services

Online services

Other useful resources

Power Hour Webinar (members only): Key Financial Ratios
explains the key ratios that should be monitored in every agency

 


 

 

Need help?

Fee-for-service counselors are available to help in lieu of many of the DIY compliance resources described here.
800-998-9644, option 4

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Upcoming Programs


P&C Licensing Course   
        May 22-24 ~ Macungie, PA
CISR Agency Operations   
        May 22 ~ Salisbury, MD
CISR Comm Property   
        May 23 ~ Bethlehem, PA
HOLD-Contracts/Leases   
        May 24 ~ Lancaster, PA
CISR Comm Property   
        May 30 ~ Cranberry Twp., PA
CISR Comm Casualty II   
        May 30 ~ Hagerstown, MD
CISR Comm Casualty I   
        May 31 ~ Altoona, PA
E&O Challenge/Change   
        May 31 ~ Pittsburgh, PA
CIC Life & Health   
        June 4-7 ~ Erie, PA
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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