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Boggs continues to distinguish himself as one of the most candid, insightful, and impactful educators in the insurance industry. It is a wake-up … The post Why Most InsuranceAgencies Fail Policyholders: Christopher Boggs Exposes the Half-Donkeyed Truth appeared first on Property Insurance Coverage Law Blog.
Boggs continues to distinguish himself as one of the most candid, insightful, and impactful educators in the insurance industry. It is a wake-up … The post Why Most InsuranceAgencies Fail Policyholders: Christopher Boggs Exposes the Half-Donkeyed Truth appeared first on Property Insurance Coverage Law Blog.
We specialize in helping independent insuranceagency owners navigate the complex process of selling their agency. Schedule a Confidential Meeting with Our M&A Team Begin M&A Intake Form Why Sell Your InsuranceAgency? We will guide you through all the information you need to prepare.
Hub International Limited announced the acquisition of the assets of Swanson InsuranceAgency, Inc. & collectively, Swanson InsuranceAgency). Located in New Orleans, Louisiana, Swanson InsuranceAgency is a … & Swanson & Associates, Inc. Terms of the transaction were not disclosed.
Insuranceagency Davis & Towle Insurance Group, headquartered in Concord, New Hampshire, announced its acquisition of Tobey & Merrill Insurance in Hampton. While the agency will operate under Davis & Towle’s ownership, it will keep the Tobey & Merrill name …
Conifer Holdings announced that it completed the sale of its insuranceagency operations for consideration equal to $45 million (subject to transaction expenses and customary purchase price adjustments), plus possible additional earn-out payments of up to $25 million based on …
Inszone Insurance Services acquired First West InsuranceAgency in Huntington Beach, California. Originally established in 1968 as Shearer Insurance, the firm merged in 1979 with First West InsuranceAgency. Owners Phil and Kristen Shearer will remain on board for a …
Utah-based PCF Insurance Services reports it has acquired the insurance business of Asset InsuranceAgency, based in Peabody, Massachusetts. Asset InsuranceAgency sells auto, home, commercial and life insurance in Massachusetts, New Hampshire, Maine, Florida, Rhode Island and Connecticut.
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Highstreet Insurance Partners acquired Wingert InsuranceAgency in Mill Creek, Washington. Wingert President Jason Wingert and Agency Vice President Shelley Wingert will continue leading their team at Wingert’s current location.
Crest Insurance Group acquired Alliance InsuranceAgency LLC in Colorado. Crest’s Colorado operations center around its Denver hub and expand to Longmont and Fort Collins. The Alliance deal adds Arvada to the footprint and adds 20 employees to the Crest …
Inszone Insurance Services acquired Schmoekel InsuranceAgency Inc. Founded in 1948 by Max Schmoekel, Schmoekel InsuranceAgency was initially known as a non-standard insuranceagency, specializing in finding coverage for high-risk clients. in Sacramento, California.
NFP, an Aon company and property and casualty broker, benefits consultant, wealth manager and retirement plan advisor, announced the acquisition of Southern InsuranceAgency LLC (SIA), a commercial property and casualty broker located in New Orleans. Louis Faust, founder and …
Michigan-headquartered Highstreet Insurance Partners, a rapidly growing, multistate insuranceagency, has added to its Florida presence with the acquisition of Flagler InsuranceAgency, based in Palm Beach, Florida. The terms of the deal were not reported. Highstreet said in a …
Independent insuranceagency Deland, Gibson Insurance Associates in Wellesley, Massachusetts announced it recently acquired Atchue InsuranceAgency, which is located about 35 miles away in Worcester. in 1982, Atchue InsuranceAgency has grown from … Founded by Earl V. Atchue, Jr.
Jewelers Mutual Group acquired Union Life & Casualty InsuranceAgency in Phoenix, Arizona. JM InsuranceAgency Partners Inc., UL&C has been in the insurance business since 1965, specializing in pawn and … a Jewelers Mutual Group company, will join with UL&C.
The total of insuranceagency mergers and acquisitions during the first six months of 2024 was the lowest over the first half since 2020, according to investment banking and financial firm OPTIS Partners. OPTIS Partners’ M&A database counted 300 announced …
Inszone Insurance Services, a provider commercial, personal and benefits insurance, announced the acquisition of Keith Williams InsuranceAgency, Inc. KWI), a Victoria, Texas-based agency serving individuals and businesses throughout Texas.
Leavitt Inland Pacific is merging with Troy InsuranceAgency in Idaho. Both agencies are locally owned and affiliates of Leavitt Group, a network of insurance brokers. This strategic partnership enables Leavitt Inland Pacific to offer service team support and use …
based insurance brokerage that provides property & casualty and employee benefits solutions, announced that Tropolis has completed the acquisitions of three insuranceagencies in Southeastern Michigan. Unity Partners, a principles-based private equity firm, and Tropolis, an Ann Arbor, Mich.-based Terms of …
A New Mexico woman pleaded guilty in federal court for an armed robbery of a Gallup insuranceagency. Amber Yazzie, 29, of Gamerco, pleaded guilty to robbery and federal firearms charges for her role in the armed robbery of C …
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Insurance broker Aon plc announced it has signed a definitive agreement to acquire the in-house insuranceagency business of Mitsubishi Chemical Group (MCG), enhancing Aon’s risk and health capability offering in Japan. Financial details of the deal were not disclosed.
Confie, a California-based personal lines distributor, has acquired three insuranceagencies in the South, the firm said last week. Affordable Insurance in Hendersonville, North Carolina; US1 Insurance in Miami; and Bridgepoint Insurance in McAllen, Texas, are now part of the …
Inszone Insurance Services announce its second acquisition in the state of Kansas with the addition of Munson InsuranceAgency, located in Arkansas City, Kansas. This milestone further strengthens Inszone’s presence in the Midwest and demonstrates its commitment to serving Kansas …
Lincoln-Leavitt Insurance has acquired Pyorre InsuranceAgency in California. Pyorre InsuranceAgency’s Lakeport office will relocate to Lincoln-Leavitt Insurance’s location in Lakeport, California, by the end of January. Its Fort Bragg location will remain open, and the same team will …
The total number of insuranceagency mergers and acquisitions in 2024 was down 10% compared to 2023, according to investment banking and financial consulting firm OPTIS Partners. OPTIS Partners’ M&A database counted 750 announced insuranceagency mergers and acquisitions in …
Patriot Growth Insurance Services announce its partnership with Ladd Gardner Aviation Insurance (LGA), an aviation insuranceagency based in Addison, Texas. Founded in 2007 by aviation enthusiast and industry veteran, Ladd Gardner, the agency brings deep expertise, a client-centric approach, …
This post is part of a series sponsored by Darkhorse Insurance. Ever wondered what it’s like to be a Farmers Insurance agent? In this eye-opening blog, a former Farmers agent spills the beans on the inside scoop. Get ready for …
Global insurance broker Hub International Limited announced that it has acquired the assets of Fairfield County Bank Insurance Services, LLC. Terms of the transaction were not disclosed. Headquartered in Ridgefield, Connecticut, with additional offices across the state and in New …
The Andrew Agency has acquired Garriques, Lloyd & McMahon in Richmond, Virginia. Founded in 1963, GLM Insurance is a third-generation family-owned agency providing personal and commercial insurance throughout Virginia and North Carolina. The Andrews Agency is an independent agency based …
The first three months of 2025 were the slowest quarter for insuranceagency mergers and acquisitions since the second quarter 2020, according to investment banking and financial consulting firm OPTIS Partners. The total number of insuranceagency mergers and acquisitions …
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Lincoln-Leavitt Insurance has acquired Pyorre InsuranceAgency in California. Pyorre InsuranceAgency’s Lakeport office will relocate to Lincoln-Leavitt Insurance’s location in Lakeport, California, by the end of January. Its Fort Bragg location will remain open, and the same team will …
Increasing inbound calls is vital for any insuranceagency looking to grow its client base. By optimizing your Google Business Profile and implementing effective local SEO strategies , you can make your agency more visible to potential clients and boost the number of inquiries. Add specific services your agency provides (e.g.,
PCF Insurance Solutions announced it has acquired the insurance business of Weslaco, Texas-based Montalvo InsuranceAgency. Montalvo offers personal and commercial insurance coverage including homeowners, auto, general and professional liability, workers’ compensation and bonds.
We asked our insuranceagency friends about the marketing strategies they get the best return on investment with. Of the four marketing strategy categories, Content, Search Engine, Traditional, and Word-of-Mouth marketing, here is how insuranceagencies ranked each of these in terms of success.
Lincoln-Leavitt Insurance has acquired Pyorre InsuranceAgency in California. Pyorre InsuranceAgency’s Lakeport office will relocate to Lincoln-Leavitt Insurance’s location in Lakeport, California, by the end of January. Its Fort Bragg location will remain open, and the same team will …
Needham, Massachusetts-based Kaplansky InsuranceAgency has been acquired by the national financial services firm Alera Group. The independent agency was founded in … This new partnership brings more than 100 agents to add to Alera Group’s property/casualty offerings in the Northeast.
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NFP acquired Scott Litman InsuranceAgency in Calabasas, California. SLIA offers property/casualty insurance to clients with a … Scott Litman, president of SLIA, will join NFP as a senior vice president and report to Ed Kurowski, managing director, West region P&C.
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Inszone Insurance Services acquired Springbrook InsuranceAgency in San Diego, California. Charlene and John Drapp will be staying on after the transition to Inszone Insurance. Springbrook InsuranceAgency offers insurance services with a primary focus on commercial lines and non-profit …
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