Create a win for you, your legacy, your team, and your clients!
Partnering with independent agency owners to protect the legacy you’ve built.
Tailored partnership solutions built around what matters most to you.
Create a win for you, your legacy, your team, and your clients!
We partner with independent agency owners who want to protect the legacy they’ve built, take care of their team, and continue delivering exceptional service to clients. Rather than short-term transactions, we focus on long-term relationships. We take the time to understand what matters most to each owner and create customized partnership solutions that balance financial value, continuity for employees and clients, and future growth. Our approach honors where you’ve been, supports where you are today, and positions your agency for lasting success.
Thinking about your future?
If you’re like many agency owners, you may be asking yourself:
- What happens to my staff, my clients, and my legacy when I step back?
- Want to work, slow down, or exit on your terms while finding a good partner for a soft-landing spot?
- Can I de-risk personally without walking away overnight?
- Is there a partnership that shares my values and not just my numbers?
- Are you looking for a partner that will meet the same standards and experience your clients have grown to appreciate?
Why INSocial Risk Advisors as your perpetuation partner:
Differentiated Customer Experience
- Committed to building engaging relationships with our insureds.
- We use technology to support efficiency we have the time to be educational and consultative.
- We have a strong mix of local, super regional and national carrier relationships.
Tailored Terms Backed By Financial Strength
- Not a one size fits all deal structure where you’re squeezed into our model.
- Competitive and flexible terms tailored your goals, timeline and priorities.
T.E.A.M
- Our team is well balanced, experienced and designed to retain and grow books of business.
- Our high energy team drives our culture of learning and improving with an eye on the customer experience.
Long Term Mindset
- Experienced and proven agency operators that are still hungry, with a long runway of investing in being the best independent agency we can.
- Ensure good stewardship of your business today and tomorrow.
Team Centered Integration
- Multiple successful acquisitions completed with minimal disruption to staff, clients or carrier relationships.
Contact Information
Proven Process Without Preset Timelines
We’ll advance through each stage explicitly and only as you’re ready. The first step is most important for both parties to ensure we get a deal that works for everyone. Can be as quick as 90 days and if you’re working ahead of time we can “assess fit” for over a year.
T.E.A.M. Centered Integration Process
First 6 months post close, work through each stage systematically and at proper pacing to make your team and clients feel like part of our team.
