310.350.1933

Services

Selling your agency

We’re a valuable resource to Insurance Agency Owners Selling a book of business. Our vast network of qualified buyers and ...

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Sales Training

Agency Growth and Sales Training for Insurance Agencies. Also available for Carriers, Associations and Vendors that support the Local Agent Channel. Insurance Agency ...

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Book a Speaker

If you need a speaker for your next Insurance Event, we have the content to keep your audience engaged. Our ...

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Insurance Agency Loans

Leveraging the equity of your book for expansion, hiring, acquiring other insurance agencies or even consolidating debt can be confusing. ...

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Agency Coaching

Agency Owners are insurance experts, but many want a customized Coaching experience about the business of insurance to drive greater ...

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Agency Assessment

  One thing we are keenly aware of as consultants to insurance agencies is this:  Consulting has a bad rap.  ...

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Agency Valuation

In a  seminar we asked agency owners to estimate the market value of an insurance agency with the following characteristics:  ...

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Online Leads Training

In a small study by a Local Insurance Association, 55% of respondents said they purchased internet leads in the past, ...

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free consultation

Please contact Stuart for any insurance agency marketing, management, leadership, M&A or sales questions.

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