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Agencies of the Future


Building a Thriving Agency for the Future

This presentation details the transformation of the agent’s role in the distribution of insurance and how to thrive going forward.  The agent’s role, for the first time in 100 years, is being pressured from new angles including technology, carrier requirements, and most importantly, consumer expectations. 


This program covers how “InsurTech” agents and brokers are being developed to meet customer expectations, how carriers are addressing, often owning, these new InsurTech agencies, and how they have truly identified what consumers will demand of agencies going forward.  The program will identify how, if traditional agencies will execute on the basic fundamentals of what InsurTech has glamorized through technology, regular agencies can decrease their E&O exposures, increase customer engagement, and increase sales too.  It will also help agents understand how to become more productive to offset commission cuts, how carriers will be changing their profit sharing contracts, and how to improve their relationships with carriers.

The Road to the Future is Paved with Gold

Opportunities for independent agencies are greater today than ever before IF agency owners accept the reality that smart agency management is crucial to achieving that success. Simply being a great guy and a good salesman is no longer enough. Those agency owners that focus on building their leadership skills and developing people rather than just focusing on clients, will achieve far faster growth, higher profit margins, happier clients, and significantly less frustration. So much success will be achievable because the industry has created opportunities like never before and consumers are more willing to change agencies. Yet many agencies remain amazingly reactive and complacent making perfect targets for those agencies that are proactive in building their agency culture.


Attendees will learn just how much success is possible and what culture they need to create to achieve that success.

Perpetuation: Preparing for the Future

The simple fact is: all agencies will change ownership. Therefore, all agencies need a perpetuation plan and a perpetuation plan can take up to five years to implement.

Planning for perpetuation can be one of the most difficult and emotional decisions agency owners must make. By avoiding the inevitable though, they risk losing their agency and their financial security for their family and their retirement.

This seminar helps agency owners sort through their goals and covers the intricate details of preparing for perpetuation, including:

  • Addressing post-retirement goals and needs

  • Getting assistance

  • Deciding who to sell to: an insider or an outsider

  • Preparing the buyer

  • Preparing the agency for sale

  • Phasing out responsibilities

  • Improving profitability

  • Sharpening procedures

  • Getting company relations in order

  • Shaping-up financials

  • Auditing liabilities

  • Determining agency value

  • Completing the sale


Audience members learn to prepare today for their agency’s and their family’s secure future.

The Best Growth Strategy

Organic Growth or Acquisitions?

Many agencies struggle with which of these two paths is the best. This presentation compares these two alternative strategies, including a discussion of the financial, management and cultural issues that determine success for both.

10 Myths of Agency Management
Lessons Learned

While consulting with insurance agencies throughout the years, I have notice a few common themes that frequently plague the welfare of agencies. These are very often small issues, usually unnoticed by the agency, that can turn into huge problems. This seminar helps agents identify similar issues in their own agencies and offers suggestions to get the agency back on track before the problem explodes.

Some of the "Lessons Learned" include:

  • Accounting Issues

  • Spending/Capital Appreciation

  • Partner Issues

  • Staff Compensation

  • Leadership

  • Tax Issues

  • Issues with Associated Corporations


Before a problem can be solved, it must be identified. This seminar shines a light on issues that most often go undetected until it is too late.

Competitive Advantages
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