Insurance Agency Insights Podcast

Episode 12

Agency Best Practices: Culling Your Book

Episode 10

Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process

Episode 9

Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing

Episode 8

Don't Forget Technology as Part of Your Agency Acquisition Due Diligence

Episode 7

How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives

Episode 6

The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank

Episode 5

The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

Episode 4

M & A Insights with guest, Sam Patterson

Episode 3

M & A: The What, Where, When, and How of Acquisitions.

Episode 2

How to work with a lender in times of trouble

Episode 1

What could happen in the insurance agency world over the next several weeks, months, years?

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4 Places to Invest in Your Insurance Agency for Growth in 2022

As the economy and business environments move out of the pandemic, what kind of changes should insurance agency owners invest in to support agency growth? According to recent research, there are four critical areas to focus on.

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Myths About Insurance Agency Lending

Myths about insurance agency lending can stop agency owners from contacting a lender or looking for funds when their agency could really use a capital infusion in order to grow.

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SBA Loans Are Great for Insurance Agencies…If You’ve Got the Time

There are many benefits to SBA loans, and lots of insurance agencies are finding that this is a particularly good time to apply for them. Unfortunately there are some downsides to an SBA loan that borrowers can encounter. One downside we’re hearing about lately is the length of time that SBA loans can take to be funded.

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