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Preparing for Retirement as an Insurance Agency Owner

Preparing for Retirement as an Insurance Agency Owner

by Digital Resource Blogger | May 11, 2022 | blog, Insurance Agency

So, you’ve spent years of your life building your insurance empire, and now that you’re nearing 60, you know it’s time for you to make an exit. While preparing for retirement as an employee should not entail much work, it’s not the same story...
How to Retain Clients After an Acquisition  

How to Retain Clients After an Acquisition  

by Digital Resource Blogger | May 4, 2022 | Company News, Insurance Agency

While an insurance agency purchase is an exciting business endeavor, customer attrition should be something that you should be mindful of. With the change in management, some customers may cancel their policies and go to a different insurance company they see as...
The Importance of Agency and Business Valuations  

The Importance of Agency and Business Valuations  

by Digital Resource Blogger | Apr 27, 2022 | Insurance Agency, Insurance Book

There are many insurance agencies for sale in San Antonio, TX, and knowing which one to purchase can be a tough decision. You need to consider several things, making it difficult to know where to start. However, when you get help with agency and business valuations,...
3 Important Questions to Ask Before Buying an Insurance Agency 

3 Important Questions to Ask Before Buying an Insurance Agency 

by Digital Resource Blogger | Apr 20, 2022 | blog, Insurance Agency

Buying an insurance book of business is a proven method to expand your business and cater to more people. However, not all insurance agency businesses for sale will promise to yield great results. Some may not fit your specialization, while others are in terrible...
Things to Consider When Looking at Insurance Agency Listings 

Things to Consider When Looking at Insurance Agency Listings 

by Digital Resource Blogger | Apr 13, 2022 | blog, Insurance Agency

There are many options to choose from when it comes to finding a good insurance agency. You can go with a brand you recognize and trust, or you can take a chance with an agency that offers better prices. You can also review insurance agency listings online and make...
Why Does Due Diligence Take Time? 

Why Does Due Diligence Take Time? 

by Digital Resource Blogger | Apr 4, 2022 | Insurance Agency, Insurance Book

Buying an insurance business for sale is an exciting prospect, but it also involves a lot of hard work. You’ll have to conduct thorough research, talk to many people, and review piles of documents so that you can make an informed decision about whether to buy...
Factors That Affect the Value of a Book of Business for Sale

Factors That Affect the Value of a Book of Business for Sale

by Digital Resource Blogger | Mar 22, 2022 | daily lfe, Insurance Agency

Buying an insurance book of business for sale can be a great way to increase your revenue and expand your business. But before you finalize the deal, you’ll need to determine its value first. The value of a book of business will depend on various factors,...
3 Types of Services Offered by an Insurance Agency Consulting Company

3 Types of Services Offered by an Insurance Agency Consulting Company

by Digital Resource Blogger | Mar 15, 2022 | blog, daily lfe

We all want to scale our business but may not know how to effectively do so, especially if we’re new on the playing field. The insurance industry may be one of the most lucrative businesses in the market, but that only means that you need to face tough...
How Does Insurance Consulting Help Your Business? 

How Does Insurance Consulting Help Your Business? 

by Digital Resource Blogger | Mar 11, 2022 | Insurance Agency, Insurance Book

Hiring an insurance agent consulting service can help your business in various ways. Insurance consultants can help you identify areas where you can save money, improve your overall risk management strategy, and assist you with complex systems related to your...
What to Look for When Choosing an Insurance Agency to Buy 

What to Look for When Choosing an Insurance Agency to Buy 

by Digital Resource Blogger | Mar 4, 2022 | Insurance Agency, Insurance Book

Leading an agency is always about thinking of ways to grow and expand your business. While there can be many ways to achieve this, like the use of traditional strategies in sales, lead generation, upsells, and referral plans, buying insurance agencies for sale can...
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Energia Consulting Partners

We are an experienced, independent consulting practice that specializes in all aspects of the sale of an insurance agency with emphasis on the Allstate & Farmers Insurance Company distribution model. Additionally, our professionals offer a wide variety of process delivery for the agency owner which supports all agency operations. Our consultants have over 150 years of experience in the industry with a proven track record of success!

Reach Out to Us:

Energia Consulting Partners, LLC
Phone: 1-888-381-8187
Email: corporate@energiapartners.com
© 2021 Energia Consulting Partners, LLC -All Rights Reserved-
Maintained by Digital Resource
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