Solutions
Fair Market Valuation
Gain an objective, data-driven perspective on their business health and future potential
Benchmarking
Using industry data to uncover insights and tools for improved performance and growth
Fractional CFO
Expert financial management aligning agency operations & strategic growth
Perpetuation Planning
Protect your agency's future value by building a plan for ownership transfer
Acquisition Analysis
Analysis that helps agencies evaluate potential acquisitions or partnerships
Compensation Analysis
Optimize pay structures to retain top talent, maximize profitability & productivity
Agency Risk
In this episode, Lindsay and Carey discuss the importance of focusing on agency growth and business strategy, emphasizing the need for agency owners to work on their business rather than just in it. They explore the challenges of risk assessment within agencies, highlighting how many agencies struggle to identify their own risks despite being adept at assessing client risks. The discussion also covers key metrics for agency health, such as retention and profitability, and the necessity of creating space for strategic thinking. Finally, they stress the importance of delegation and intentionality in managing time and resources effectively.
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The AgencyFocus Content Hub
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Article
7 minutes
Agency Acquisition Pitfalls in a Hard Market
Article
8 minutes
The Value of Balance Sheets for Insurance Agencies
Article
6 minutes
A Practical Guide for Insurance Agency Financial Statements
Article
5 Minutes
Hiring In a Scratch Agency
Article
3 Minutes
Managing Carrier Risks in Your Book of Business
Article
4 Minutes
Blowing up the Benchmarks
Article
5 Minutes
You're in Control
Article
2 Minutes
What is your Agency's Number? The Policies Per Customer Factor
Article
3 Minutes
The Best Technology is the Technology You Use
Article
5 Minutes
Know Your Numbers to Unlock Your Agency's Insights
Article
3 Minutes
How a Hard Market can Impact Your Agency’s Profitability
Article
4 Minutes
Why an Independent Agent?
Article
2 Minutes
What Multiple can I expect for my agency?
Article
3 Minutes
Time to Know Your Agency's Value
Article
3 Minutes
Not all Revenue is Created Equal
Article
2 Minutes
Key Components of a Perpetuation Plan
Article
4 Minutes
The Risk Inside your Agency
Article
4 Minutes
Top 6 Things to do When Buying an Agency
Article
2 Minutes
Is Your Agency Healthy?
Article
5 Minutes
Are YOU the Future?
Article
5 Minutes
Great Changes are Here – Is Your Agency Prepared?
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