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State Partner Resources

We are excited to work with your member agencies and help them understand their current value, work to maximize that value and plan for the future of their agency.

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Webinar Offerings

Agency Health Check-Up

Just like a routine check-up, your agency needs regular financial and operational assessments. Learn key indicators to measure and improve your agency’s overall health.

Best Practices for Managing Producer Compensation

Attracting and retaining top producers isn’t just about pay—it’s about how they’re paid. Learn key compensation strategies that drive performance and long-term success.

Building a Budget for Your Agency

A strong budget is the foundation of financial success. Learn how to create a realistic, strategic budget that aligns with your agency’s goals.

Building a Solid Producer Compensation Plan

A well-structured producer compensation plan benefits both the agency and its producers. Learn how to design a plan that drives sales, retention, and profitability. 

Busting the Myths on Agency Valuation

Many agency owners rely on myths when estimating value, but true valuation is more complex. This session breaks down key value drivers, revenue vs. EBITDA, and why knowing your worth matters.

Data Driven Agencies

The best agencies use data and technology to adapt to changing customer, carrier, and employee expectations. Learn how to leverage both to improve efficiency and drive growth.

Get Your Financial House In-Order

Strong financials are the key to stability and growth. Learn essential steps to organize your finances and set your agency up for success.

Have a Plan: Perpetuating Your Agency

A strong perpetuation plan ensures your agency’s long-term success. Learn how to create a seamless transition that protects your legacy.

How Technology Can Change the Value of Your Agency

The right technology can boost efficiency, reduce staff workload, and increase profitability. Learn how strategic tech investments can enhance your agency’s value and customer experience.

Impact Networks have on Agency Value

Networks and aggregators can impact agency valuation in unexpected ways. Understand their influence and how to position your agency for maximum value.

Know Your Value Now

Agency valuation isn’t just for selling—it's a tool for strategic growth. Learn why knowing your agency’s worth today is essential for future success.

KPI’s Metrics Every Agency Owner Should Know

Understanding your KPIs is crucial for financial success. This session covers the must-know metrics to track agency performance.

Minimizing the Risk Inside Your Agency

Risk exists in every agency, but it can be managed. Learn how to identify and mitigate financial, operational, and legal risks.

Planning for the Eventual Transition of Your Agency

Every agency owner will transition out someday. Learn how to prepare for a smooth and successful exit—on your terms.

Redefining the Benchmarks

Traditional agency benchmarks are evolving. Learn how to set meaningful, modern benchmarks that drive profitability and growth.

Redefining Your Team & Benchmarks - The Power of VA’s Bots and AI

Technology is reshaping agency staffing. Discover how virtual assistants, automation, and AI can enhance efficiency and growth.

State of Insurance the M&A Marketplace

Thinking about buying or selling? Get insights into the current M&A landscape, valuation trends, and what buyers and sellers need to know.

The Agency of Today and Tomorrow

What does a successful agency look like today—and in the future? Explore key trends shaping the independent agency landscape.

The Now Agency

The most successful agencies embrace change. Learn how to build an agile, forward-thinking agency that thrives in today’s market.

Tools to Grow Your Agency

The right tools can accelerate agency growth. This session highlights must-have resources and technologies for efficiency and scalability.

Top 10 Things to Consider When Buying an Agency

Buying an agency is a big move. Learn the top 10 factors to evaluate before making a purchase.

Using Your Valuation as a Business Planning Tool

A valuation isn’t just a number—it’s a strategic tool. Learn how to use your agency’s value to make informed growth decisions.

Valuation Drivers

What makes an agency more valuable? This session breaks down the key factors that influence agency valuation and long-term worth.

What is our Evolution?

Agencies must evolve to stay competitive. Explore how the industry is changing and what steps you can take to stay ahead.

What's the Deal with Multiples?

“Multiples” are commonly discussed in agency valuation, but what do they really mean? Get clarity on how multiples work and what drives them.

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