Insurance Agency Perpetuation: Planning, Options & Transitions
Kelly Drouillard wrote this article for the Risk & Insurance Education Alliance publication, Rough Notes, February 2026. You can find…
Valuation
The Retrade Trap in Insurance Agency Sales
In Part 1, we explained how tighter buyer underwriting is quietly reshaping insurance agency valuations. But underwriting adjustments aren’t the…
The Hidden Shift for Insurance Agency Valuation
If you’re an insurance agency owner thinking about selling your business, you’ve likely seen headlines saying that sale prices—or “multiples”—haven’t changed much in the last two…
Why Every Agency’s Strategic Plan Should Start with a Strategic Market Analysis
As another year-end approaches, many agency owners are beginning their 2026 strategic planning sessions. You might be setting goals for…