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The Bridge Fall 2014

The Bridge Fall 2014

Fall Bridge - Find out how to gear up for your next steps:
  • Keys to business innovation
  • Strategies to achieve synergies
  • How regulations are hitting community banks
  • The impact of politics and lawsuits on flood insurance

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Acquire an insurance agency

Acquire an insurance agency


Take your agency business to the next level. Acquire an agency with minimal out-of-pocket cost by leveraging the power of its commission stream.

 


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Grow your insurance business

Grow your insurance business


How can you grow your agency, brokerage, or program business? Learn the key characteristics of successful businesses and apply them to yours.
 

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Succeed in agency business

Succeed in agency business


Ready to sell? You can open up the sale of your insurance agency to a broader landscape of prospective buyers.

  • Sell over a period of time
  • Allow buyers to leverage agency's future commissions

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Are you on target to reach your agency goals?

Read tips and information about how to gear up for your next business steps >

 
   
 

See agency growth ratesAgencies can grow with responsible debt

See average growth rates of insurance agencies with Oak Street® loans >

 
                         
 

Dare to be Different...

Your Quest to Enhance Your Customer Experience Journey. Register>

 

Get a Loan

Get a loan to grow your insurance business – to expand, invest in technology, acquire an agency, pay off debt, hire top producers or employees – without risking your customers or control of your business. 

Buy or Sell an Agency

Is an agency acquisition part of your growth strategy? Are you looking to sell a business to exit the insurance business? See insurance agencies for sale by state and sign up to receive notifications when more become available. You can also list one for sale to get an agency in front of multiple buyers. See Agency Exchange.

Should You Take on Debt?

Should you take on debt to grow? Rick Dennen has worked with hundreds of insurance agency owners helping them to determine if taking on debt is the best choice. The decision always comes down to the following questions... Read more >

Featured

Oak Street expands Strategic Markets teamOak Street® expands strategic markets team to address the demand for larger loans for agencies, program administrators, MGAs and more. Read more >

In the News

Succession planning articleFor most agencies, the best type of exit plan is a succession plan. After all, your book of business won't disappear the day that you walk out of the office for the last time. To ensure that those actions acheive your objectives, you need a sucession plan... Read more >

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