two businessmen shaking hands
December 21, 2020

Learn how to sell an insurance agency

It’s never too early to start thinking about succession, and this article is a part of my series on things to think about when you’re considering selling your insurance agency.

| By Tony Caldwell
June 28, 2016

Breach and Bankruptcy, or into the Breech

Virtually every single transaction we conduct in the insurance agency business is electronic.

| By OAA Admin
February 24, 2016

Millions and Millions and Millions

  Our outstanding agency development team has just completed an impressive and ambitious plan to help you make a lot more money in 2016 than you ever have before.

| By OAA Admin
February 02, 2016

How Much Should You Pay?

hands typing on a laptop
January 26, 2016

How to Find Insurance Agencies for Sale

Recently, one of my OAA members came to see me for advice on buying an insurance agency. His first question was, “Where can I find one for sale?”

| By Tony Caldwell
January 19, 2016

Want to Buy an Insurance Agency? Get Ready!

  As I wrote in my last blog, the next five years are going to be an excellent time for agents to grow their business through acquisition.  The pace of buying and selling is already feverish for …

| By OAA Admin
October 21, 2015

SIAA's Twenty Years of Stunning Success

I am privileged to attend the 20th anniversary celebration of Strategic Insurance Agents Alliance (SIAA) tonight in Boston.  I am with over 400 insurance industry professionals including the senior …

| By OAA Admin
April 02, 2015

More on Changin’ Times

As I wrote about last time insurance companies are becoming increasingly less reliant on insurance agents for front line underwriting. The unprecedented period of remarkable profitability they have …

| By OAA Admin
June 03, 2014

All Companies Aren’t Equal

Independent agents frequently fall into a trap of thinking that all of the companies they write for are essentially the same.  After all don’t they all sell an extremely similar product?  And don’t …

| By OAA Admin
January 23, 2014

The Importance of an Insurance Agency Owner Exit Strategy

In the venture capital world, where business people see every kind of business plan you can think of, one of the key elements they always look for is an exit strategy. What’s yours?

| By Tony Caldwell