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Strategic Agencies
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Strategic Agencies

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AgencyEquity.com Newsletter - May 22, 2014

Insurance Agency E&O Cases 
Carrier Sues Insurance Agency for due to Uninsured Motorist Claim
Reduction of Flood Coverage Results in an E&O Judgment Against a Florida Agency
Agency Loses 2.2m in an E&O Case for a Policy that was Never Issued
Agent’s Failure to Disclose Animals on Application results in E&O Claim after Policyholder’s Claim was Declined
Insurance Agency Prevails against an Additional Insured Lawsuit
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AgencyEquity.com Newsletter - April 24, 2014

Health Agencies Post ACA

AgencyEquity.com Exclusive Articles
 
 Agencies are better positioned to offer Health Insurance than Expected Post ACA
 Insurance Agency Acquisitions Website AgencyEquity.com Reaches 22,000+ Monthly Visits
 Sealing the Deal with e-Signatures: How Insurance Agencies can Improve Efficiency
 Fertilizer Plant Explosion and your Agency’s Risk Management Plan
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AgencyEquity.com Newsletter - March 27, 2014

Securing Carrier Appointments

How to Secure Direct Carrier Appointments 

Access a Carriers Agency Appointment page with our Insurance Carrier Directory, you can do so by going to:
Insurance Carrier Directory
 
Many Agency Aggregators arrange for direct appointments for their Agency Members, you can find a listing of these types of groups in your state by going to:
Agency Clusters | Alliances| Networks | Franchises | Aggregators
Securing Carrier Appointments
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AgencyEquity.com Newsletter - March 6, 2014

AgencyEquity.com's Calendar of Events
 
EZLYNX Live Webinars - Empowering Prospects and Customers with PURLs
 
Best Practices for Blending Sales & Technology to Convert Leads - Velocify/EZLynx Webinar
 
EZLynx for Outlook Made Easy
 
EZTips for Running Rating Reports
 
Get the Full View of M&A and Organic Growth Best Practices
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AgencyEquity.com Newsletter - February 20, 2014

Agency Acquisition Insiders

Who are the Insiders?
 
If you want to be actively involved in acquiring agencies or are looking to sell your agency, the key to doing it right is getting to know an insider, those who transact agencies, lend to agencies and value agencies. Their expertise is extremely important to the agency transaction process.

You can find these professionals in the following categories:
 
 Agency Acquisition Brokers 
 Insurance Agency Valuations & Appraisals 
 Insurance Agency Loans 
 Merger & Acquisition Consultants
Agency Acquisition Insiders
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AgencyEquity.com Newsletter - February 6, 2014

12 Newly Listed Agencies for Sale

Insurance Agencies for Sale Listings Alert
 
 Established Full Service Agency in DuPage IL
 
 Florida P&C Agency for Sale - Orlando Area
 
 Non-Standard Auto Insurance Agency for Sale – Texas
 
 Independent Agency for Sale - 80% Personal, 20% Commercial
 
 Insurance Agency – Trucking Niche – Hammond, LA
 
 San Antonio, TX - 12 location Non-Standard Auto
 
 Commercial Insurance Agency in Texas
 
 Small p & c agency for sale
12 Newly Listed Agencies for Sale
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AgencyEquity.com Newsletter - May 1, 2014

Agency Acquisition Connections 
 
Make the connection with an Insurance Agency Acquisition professional! You can find these professionals in the following categories:
  
 Insurance Agency Acquisition Professionals 
 Insurance Agency Valuations & Appraisals 
 Insurance Agency Loans
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AgencyEquity.com Newsletter - April 10, 2014

Insurance Agencies for Sale Listings Alert
 
Independent Commercial P&C Agency
 
Insurance Agency – Pref P&C- Davidson County, TN
 
View these under our complete list of Insurance Agencies for Sale
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AgencyEquity.com Newsletter - March 20, 2014

M&A Statistics for 2013

Agent-Broker Mergers & Acquisitions Statistics 2013 - A Year in Transition

Prepared by OPTIS Partners LLC, a boutique investment banking and consulting firm with headquarters in Chicago and an office in Minneapolis focused exclusively in the insurance distribution marketplace.  We provide buy-side and sell-side M&A services, ownership succession planning, fair market valuation and related consulting services.   OPTIS was ranked as the fifth most active agent-broker M&A advisory firm in 2013 by SNL Financial.
M&A Statistics for 2013
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AgencyEquity.com Newsletter - February 27, 2014

Featured Agency Articles
 
Online Insurance Sales: GET YOUR SHARE!
 
Beyond the Numbers: How the Human Element is Vital in Agency Acquisitions
 
It’s Time to Move the Insurance Industry into the 21st Century
 
You may read these articles by going to AgencyEquity.com's Featured Products and Services
Advancing Your Agency
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AgencyEquity.com Newsletter - February 13, 2014

2.2m E&O Claim | Acquisition Success Story

Insurance Agency Articles
 
 Agency Loses 2.2m in an E&O Case for a Policy that was never Issued
 
 AgencyEquity.com Assists in the Acquisition of a Florida Insurance Agency
 
 Insurance Agency Acquisitions Website AgencyEquity.com Reaches 22,000+ Monthly Visits
2.2m E&O Claim | Acquisition Success Story
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AgencyEquity.com Newsletter - January 23, 2014

More Carriers More Business

Access to Carriers
 
They key to placing more business is access to carriers. Here are two options to help you do this.
 
Agency Clusters | Alliances| Networks | Franchises | Aggregators
Those who are not part of a larger organization are missing access to more carriers appointments, higher commissions and profit sharing. The investment is well worth it.
 
Insurance Carrier Directory
A listing of over 400 Insurance Carriers that appoint agents, you can search by territory, keyword and carrier type.
More Carriers More Business
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Up until recently, Uber was a fine and well run operation. However they have recently took at turn for the worst, they are not appear to be interested in correcting errors and abuse by drivers, at least my experience. My firm is switching to Lyft for it's transportation needs because Uber support is unable to resolve issues.
Public - a year ago
reviewed a year ago
Micheal has handled matters for my firm and am pleased with his services. For most part, he is on things right away and returns calls promptly. He appears to be knowledgeable on the issues he handles for me and know how to deal with them.
Public - a year ago
reviewed a year ago
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