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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


Construction Issues   
        Nov. 27 ~ Ft Washington, PA
CISR Personal Auto   
        Nov. 28 ~ Altoona, PA
E&O Challenge/Change   
        Nov. 28 ~ Bethlehem, PA
CISR Comm. Casualty II   
        Nov. 29 ~ Pittsburgh, PA
Construction Issues   
        Dec. 3 ~ Pittsburgh, PA
CIC Personal Lines   
        Dec. 3-6 ~ King of Prussia, PA
Construction Issues   
        Dec. 4 ~ Mechanicsburg, PA
CISR Personal Lines   
        Dec. 4 ~ Pittsburgh, PA
CISR Personal Auto   
        Dec. 5 ~ Ellicott City, MD
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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