Agency Acquisition Request "*" indicates required fields Step 1 of 4 0% Use our experienced team to maximize the sales price of your agency / book of business. Learn what it takes to sell your agency / book of business. Discuss your various and unique exit strategies. Start the process of selling your agency. Type of BusinessI am an Agency OwnerI am a Agent Quickly tell us about yourself.Name* First Last Email* Phone*Type of Agency For SaleLifeHealthLife & HealthPersonal Lines P&CCommercial Lines P&CFinancial Planning / Wealth ManagementBook of business onlyOther - not listedHow many years have you been in the insurance / financial services business? Agency Information (Almost Complete!)Agency Name (optional) Estimated Annual RevenueHow many licensed agents do you currently support?Primary Products Sold (Choose all that apply) Medicare Commercial Under 65 Health Term Life Final Expense IULs Annuities Home Auto Wealth Management / Financial Planning Secondary Products Sold (Choose all that apply) Term Life Final Expense IULs Annuities Under 65 Health Medicare Home Auto Commercial Wealth Management / Financial Planning Agency Operations Info (Last Step!)What CRM do you use? What accounting system do you use? How do you generate new customers? (Choose all that apply) Organically online (SEO) Various paid lead programs Referrals Professional networking Traditional advertising Strategic partnerships Good old fashion hard work Are you interested in creating a listing to add to our agency listing directory? (Only generic information such as state, estimated revenue, and agency type is used to maintain confidentiality.) Yes, please send me more information on posting a listing. No, I do not want to create an agency listing at this time. Please share any additional information with us. (Optional)CommentsThis field is for validation purposes and should be left unchanged. Δ
