Agency Valuation Services

We work with you to ensure that you understand your agency’s Fair Market Valuation, the risk factors and opportunities impacting the agency’s value, and the ways you can leverage this data to grow your agency’s value.

In addition, provide we guidance and support in order to build strong perpetuation plans that are in line with your goals and timeline and supported by financial modeling as well as the documentation to ensure your agency’s future is protected.

Customized Consulting

Customized consulting is available to suit your needs. Examples of other services offered include:

• • Agency Financial Operations
  • Compensation Strategy
  • Transition Planning – Clients
  • Transition Planning – Future Owners
  • Agency Goals & Budgeting
  • Cashflow & Risk Analysis
  • Carrier Strategy

Have something else in mind? Please feel free to reach out to us!

Insurance Education for Future Leaders

Invest is a unique national program that educates high school and community college students on insurance, financial services and risk management topics, and encourages them to pursue a variety of insurance careers with a focus on independent agencies. Founded in 1970 at Hollywood High School by the Independent Insurance Agents of Los Angeles, Invest started out educating students in insurance to become better insurance consumers. As time went on, it expanded to teach insurance agency and company operations, as well as encourage students to pursue insurance careers.

We provide comprehensive, educational materials and tools necessary to launch an Invest insurance education program in schools across the country. These interactive materials created to appeal to young people include an online e-book, lesson plans, textbooks and activities. Best of all, the resources are free to our schools thanks to the generous support of partner companies and independent insurance agents.

Become a Best Practices Agency

First conducted in 1993 and updated annually to reflect new challenges and pressures facing the industry, the Best Practices survey is conducted by Reagan Consulting and the Big I as a joint initiative and analyzes the performance of the nation’s leading agencies to uncover the methods, procedures, techniques, strategies, and business practices they use to achieve superior results. The Best Practices Study also establishes benchmarks against which agency performance can be measured and offers guidelines on how to use the study as a tool to help improve operations and maximize potential. The tools are a great resource for agency managers or principals who are interested in reviewing their operations to enhance agency performance and profitability.