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Agency Perpetuation Resources

Agency value: market conditions and practices

Valuation methods


  • 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

CIC Commercial Multiline 
        March 21-24 ~ Wilmington, DE
CISR Personal Auto   
        March 27 ~ Pittsburgh, PA
        March 28 ~ Allentown, PA
        March 29 ~ York, PA
P&C  Licensing Course 
        April 3-5 ~ Mechanicsburg, PA
        April 4 ~ Pikesville, MD
CISR Personal Lines   
        April 5 ~ Waldorf, MD
James K. Ruble Graduate 
        Apr. 9-10 ~ Cranberry Twp, PA
CISR Comm. Property   
        April 10 ~ Dover, DE
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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