Podcast

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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The Current Political Environment Impact on Insurance Agencies

With the new administration preparing to take office in January, the insurance industry is bracing for major shifts

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Loan for Insurance Agencies: Year End Strategies

Insurance agencies have a unique window of opportunity to leverage lending strategies that not only ease tax burdens but also fuel growth for the coming year.

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Funding Your Agency’s Growth: Equity or Debt?

There is little argument that if you can double your agency’s premium book, the inherent renewal economics will more than double income.

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