Past Events and Webinars

Want sustainable growth? You need formal financial operations. In this webinar we’ll share the most common financial needs and processes that most agencies fail to implement.

This confidential webinar helps agency owners plan a successful exit with expert Mike Mensch. Topics include agency valuation, internal vs. external perpetuation, and building an exit timeline. Proper preparation ensures a smooth M&A process and maximizes agency value.

As independent insurance agencies grow, clear and well-structured employment agreements and compensation plans become essential tools for attracting, retaining, and incentivizing top talent. This webinar dives into the key components of strong employment contracts and how compensation models can align employee performance with business success. Whether you're hiring your first producer or refining agreements for an established team, this session will provide actionable guidance.