BLOGS

We'll Get You There

The digital landscape is changing the customer journey.

Jun 6, 2019 | MGA/Broker, MGA/Broker

The digital landscape is changing the customer journey. Most insurance professionals have noticed a shift in how customers seek information and make buying decisions. How you market your business in this new, electronic and fast-paced world can determine whether your...
read more

Fear of Change: Embracing New Ways for a Successful Future

Jun 6, 2019 | MGA/Broker, MGA/Broker

Fear of Change: Embracing New Ways for a Successful Future As a business owner or decision maker, have you been stuck in the status quo? Have you been working in your business the same way you have for years? The market is changing, and so are your customers. The time...
read more

Planning Success

Sep 12, 2018 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, MGA/Broker, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...
read more

3 Ways to Stand Out: Is Your Insurance Business Attractive to Potential Buyers or Partners?

Jul 26, 2018 | MGA/Broker, Uncategorized

In this age of consolidation and acquisition, many insurance businesses are keeping their options open for a future partnership or sale. If you are a business owner interested in these options, do you know whether your business operations are truly sophisticated...
read more

Driving growth: Outshine your competitors in 2018

Jan 29, 2018 | MGA/Broker, MGA/Broker - Working Capital

If you want true growth and a high performing business, you can’t afford to exhale and rely on a boost in rates to meet your goals. If you are awaiting revenue growth before focusing on talent growth, you may find yourself in a case of “chicken or the egg.” Deciding...
read more

Succession Leadership Roadmap

Dec 12, 2017 | Insurance Agency, Insurance Agency - Sell/Succession, MGA/Broker, MGA/Broker - Sell/Succession

He’s a great employee with a good head for business. You’ve hired well over the years, but he really stands out. As you watch him deal with your clients and analyze his numbers, you’re confident that, when the time is right, he’ll be ready to take your business’s...
read more

« Older Entries

Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a California Department of Business Oversight Finance Lenders License (#6039829). The materials on this website are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this content, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.