Agency Acquisition Request If you can answer YES to any of the following statements, we would love to schedule a time to discuss M&A and potential partnership opportunities. I'm generally interested in learning more about selling my book of business. I'm beginning to think about retirement and want the legacy of my agency to continue. I've taken my business to the point I need to bring on a partner to scale to the next level. Type of BusinessI am an Agency OwnerI am a Agent Quickly tell us about yourself.Name* First Last Email* Phone*Resident State* AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Type of Agency*LifeHealthLife & HealthPersonal Lines P&CCommercial Lines P&CFinancial Planning / Wealth ManagementHow many years have you been in the insurance / financial services business? Agency Information (Almost Complete!)Agency Name* Annual RevenueHow many licensed agents do you currently support?*Primary Products Sold Term Life Final Expense IULs Annuities Under 65 Health Medicare Home Auto Commercial 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? Organically online Various paid lead programs Referrals Professional networking Traditional advertising CommentsThis field is for validation purposes and should be left unchanged. Δ
