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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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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How Insurance Agency Owners Can Secure Loans

Understanding the factors lenders consider can position your agency for success and help you navigate the loan process effectively.

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The Impact of Declining Interest Rates on Borrowers: Insights for Insurance Agency Owners

As we navigate the financial landscape of the coming year, one of the most significant trends is the projected decline in interest rates. For insurance agency owners, understanding the implications of borrowing money is crucial. In this post, we discuss the impact of declining interest rates on borrowers and offer insights on how insurance agencies can adapt to these changes to grow.

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