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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


CISR Agency Operations   
        April 25 ~ Lancaster, PA
       *Wait List*
CISR Risk Management   
        April 25 ~ Pittsburgh, PA
CISR Agency Operations   
        April 26 ~ Frederick, MD
Hold-Personal Lines  
        May 1 ~ Wyomissing, PA
CISR Comm. Property   
        May 2 ~ State College, PA
CISR Risk Management   
        May 3 ~ Indiana, PA
James K Ruble Seminar   
        May 7-8 ~ King of Prussia, PA
       *Wait List*
CPIA Position Success   

        May 9 ~ Mechanicsburg, PA
CPIA Implement Success   
        May 10 ~ Mechanicsburg, PAFull Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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