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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 Personal Lines Msc.   
        June 26 ~ Wyomissing, PA
CIC Comm. Multiline   
        July 9-12 ~ Erie, PA
James K Ruble Seminar   
        July 9-10 ~ Macungie, PA
Grilled Cheese & Beer    
        July 10 ~ Mechanicsburg, PA
Grilled Cheese & Beer    
        July 11 ~ Newark, DE
CISR Personal Auto   
        July 11 ~ Mechanicsburg, PA
CISR Life & Health   
        July 12 ~ Pittsburgh, PA
CISR Personal Lines Msc.   
        July 12 ~ Wilkes-Barre, PA
CISR Risk Management   
        July 17 ~ Lancaster, PA
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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