Insurance Agency Insights

Business & Economics Podcasts

Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions...

Episodes

Agency Best Practices: Culling Your Book

Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process

Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing

Don't Forget Technology as Part of Your Agency Acquisition Due Diligence

How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives

The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank

The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

M & A Insights with guest, Sam Patterson

M & A: The What, Where, When, and How of Acquisitions.

How to work with a lender in times of trouble

What could happen in the insurance agency world over the next several weeks, months, years?