DEVELOPING INNOVATIVE INSURANCE AGENCY STRATEGIES
ACHIEVING GROWTH & MITIGATING RISK
Thoughtful planning needs to be at the foundation of your business. It becomes the roadmap for how to structure, run, and grow your agency. There will come a day where your agency will sell, either by you or your estate. Planning ahead can make an immense difference in what the future holds for you and your agency.
By clearly defining and honing your agency strategy, you’ll have the guidelines and structure to develop your business or growth plan and achieve your business goals. By prioritizing specific efforts and initiatives, you can break away from trying to be all things to all customers, and focus on what will bring your unique advantages to your clientsand
Generate the operational performance your agency is capable of. Build and execute a perpetuation plan for your organization. Aquire another agency. Develop a complementary line of business. We will help bridge the gap and facilitate organizational execution and bring your long term business objectives to fruition.
INEX is a multi-disciplinary firm providing management consulting to the owners of insurance agencies throughout the United States, and real estate investment services. Our senior principals have participated in over 300 perpetuation, merger and acquisition (M&A) transactions over the past three decades. Staff professional designations include Chartered Property & Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) and Certified Commercial Investment Member (CCIM), as well as a variety of insurance and advisory licenses throughout the United States.
The consulting arm of our company works with management of insurance agencies and provides expert witness services in various insurance litigation cases. We provide support in areas such as staff development and operational improvements, and also provide valuation services to assist in strategic planning and mergers and acquisitions. Read on for a more complete listing of the services we provide.