JBateman, Just confirming that 'AgencyEquity' is an excellent source for possible solutions and options for you. Very helpful...

I have worked with several agencies that were strictly dealing with financial products and then successfully added P&C products to the operations. I have also seen some agencies really struggle with this approach, spend a lot of time and money on it, only to give up. However, if the Agency Princ...

Take the time to develop a written "marketing plan". It doesn't have to be a "business plan". Carriers are most interested in HOW you are going to develop business and then handle it internally within your Agency. Focus on those areas within your Plan. Contact me if you need a sa...

They have a lot of names within the P&C world: Agency Networks, Agency Groups, Clusters, Premium Aggregators, Agency Franchises, etc. They serve a very important role in the P&C industry, in particular. One or more of them could provide a solid base for your agency to succeed. As many thread...