Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.
Insurance Agency Insights
Claim This Podcastby Peter Friedman
11 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.
Language
🇺🇲
Publishing Since
4/24/2020
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Recent Episodes
March 12, 2022
Agency Best Practices: Culling Your Book
Peter is joined by Jon Jamieson, CIC - AgileCap's new Senior Agency Advisor. In a quick, 12-minute conversation they cover the ins and outs of doing a periodic culling of your agency's book of business. Learn why this is a best practice for agencies who want to grow strategically.
April 6, 2021
Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process
This is the second of five episodes focused on helping agency owners understand what's involved in acquiring a new agency in order to build their existing business. In this episode, Peter and Doug discuss due diligence - a critical step in considering any acquisition. In due diligence, a prospective agency buyer enters into a formal process with the owner of an agency he/she is considering purchasing. The process allows for an investigation of the agency's financials, operations,...
March 23, 2021
Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing
This is the first of five episodes focused on helping agency owners understand what's involved in acquiring a new agency in order to build their existing business. In this episode, Peter and Doug talk about how to approach, find, prepare for, and secure insurance agency acquisition financing. We're aware that agency owners may want to grow through acquisition, but they may not think they can afford it, or don't believe that they're eligible for funding. We want to walk you through how...
11 total episodes available
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Frequently asked questions
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- What is Insurance Agency Insights?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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