The Agency Value Package

The Agency Value Package

  • $259.00
  • Save $20


The Agency Value Package: Position your agency for success with these Agency Value books and save $20 when you buy all three together!
Book #1
Starting Buying, Selling, and Perpetuating Insurance Agencies
Starting, Buying, Selling, and Perpetuating Insurance Agencies is a valuable resource for insurance agency owners who wish to improve a perpetuation plan, purchase or merge with an agency, or sell an existing agency. This guide can also assist an experienced insurance professional in starting an insurance agency from scratch. Because of the many considerations and complexities associated with any of these actions, this book includes survey results and exhibits that are helpful in successfully planning, implementing, and/or negotiating the necessary steps and transactions. Practical legal agreements, worksheets, and checklists are key features.
(1st Edition, 308 pages, includes a companion data file filled with resources)
Book #2
Critical Factors Affecting Agency Value
Critical Factors Affecting Agency Value will help you build value in your agency by concentrating on the critical factors that agency owners feel are the most important in affecting agency value. Use important benchmarks to compare the performance of your agency. Learn what is most rewarding about being an agency owner, and what the greatest challenges are. Survey results of over 200 independent insurance agency owners provide information about the 38 factors and their implementation.
(3rd Edition, 154 pages)
Book #3
Growth & Performance Standards—This study provides benchmarks for comparing independent agency performance.  Independent insurance agency owners use the results to compare their agency's performance against their agency peer group, giving owners direction for decision-making. The study provides averages, but also offers critical performance indicators of the top 25% best performing agencies.
(10th Edition, 238 pages, includes companion data file filled with resources)

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