Videos On Demand
Passing the Torch: Perpetuation Perspectives and Preparedness
Newer agency owners and industry experts share stories of growth, successed and challenges, and how they made the most of the profitable, life-changing transition that is agency ownership.
Preparing for Successful Agency Succession
Planning for perpetuation can be one of the most difficult and emotional decisions agency owners must make. Listen in for sage advice on all the factors that can ensure a successful transition of agency's ownership and how to begin the conversation with all stakeholders.
Updating Your Perpetuation Plan
Navigating private ownership looks much differently than it did in 2010. What changed over the past 10 years and how can you internally perpetuate with today's multiples? Brian Deitz from Reagan Consulting shares how you can grow your agency and retain your independence. A Best Practices for Agency Operations Webinar.
Perpetuation: with InsurBanc
Benefit from the experience of InsurBanc as they discuss perpetuation from a Young Agent perspective, including M&A activity, interest rate activity, financial considerations, buyers vs. sellers, first steps to take and much more.
Future Agency Owners: A Pathway to Ownership
Whether starting a scratch agency or buying into an established local agency, the pathway to ownership is yours to make. But, with the Big "I", you may be independent, but you are never alone. We've got resources to help you master operations, find financing, lead intentionally and gain carrier appointments. What's more, is our community has stories to tell and will share them with you!
The Big "I" Has Your Back
Startup and New Agency Owner Training
The Right Start Training Series is an on-demand 4-part webinar program that prepares agency owners to grow their business and covers operations, employees, carrier relationships and yearly planning.
Scratch Agency Resources
Creating your own path to ownership from scratch is possible but can be challenging. Our How to Start an Independent Agency resource page can help, including how to obtain investment capital to agency access and management skills.
The Right Start Agency Owner Mentorship program is a six-month series that helps underrepresented agency owners better position their agency for success to both gain and retain appointments with top carriers.