Is It Time to Transition Your Agency? The Questions You Need to Ask

Deciding when—and how—to transition your agency is one of the biggest decisions you’ll ever make. Join us for this essential webinar where we’ll break down the personal, financial, and operational factors that influence the right time to move on. From agency performance and team health to personal readiness and E&O risk, we’ll help you ask the right questions to protect both your clients and your legacy. You’ll also gain access to planning tools and resources to take the next steps—whatever they may be, confidently. Don’t miss this opportunity to prepare, protect, and plan your agency’s future with clarity.

Featuring Zac Franz of Epay Policy

By the end of this training, insurance agents will not only grasp the core ethical principles of the insurance industry but also effectively utilize ethical frameworks to navigate complex scenarios and consistently adhere to guidelines that foster integrity and trust in every client interaction.

Private Equity is rapidly reshaping the independent agency landscape—are you ready for the impact? 

Join us for a powerful and timely webinar that pulls back the curtain on PE’s growing influence in the insurance industry. Discover why private equity is aggressively targeting independent agencies, how it's driving up valuations, accelerating M&A activity, and transforming traditional business models. We’ll dive into the real risks for your clients, your community, and your carrier relationships—and what it all means for the future of your agency. Whether you're considering a PE deal or just want to stay competitive, this is the insider knowledge every agent and agency leader needs.

Ready to elevate your workers’ comp game? 

Featured Panelist Tony Sharrock and Rejeana Wollum-Napier from Sedgwick,

Join us for Trends, Changes & Forecasts in Workers’ Compensation—an action-packed, info-rich webinar designed to give insurance agents a competitive edge in today’s evolving marketplace. From breaking down the national landscape to exploring the ins and outs of Ohio’s unique system, you'll get insider insights on coverage options, claims handling, and emerging challenges that impact your commercial clients.  This session is packed with real-world strategies and up-to-date data to help you deliver smarter advice and stronger protection. Don’t miss out—register now and walk away with the tools to lead in 2025 and beyond!

This webinar is designed exclusively for P&C insurance agents looking to understand market dynamics, identify emerging opportunities, and navigate challenges impacting their business performance. We’ll explore:

Market Trends: Examining shifts in underwriting, pricing strategies, and claim patterns. 

Industry Performance: Assessing the competitive landscape and identifying key growth drivers. 

Challenges & Opportunities: Addressing regulatory changes, evolving customer expectations, and emerging risks. 

Strategic Insights: Practical guidance on adapting your approach to maximize profitability and client retention. 

Thinking about acquiring an agency? In this strategic session, agents will learn how to confidently navigate the complexities of an acquisition while minimizing risk at every step.

You'll gain practical insight into:

• Conducting thorough due diligence and risk assessments

• Evaluating employment agreements and restrictive covenants

• Identifying potential E&O, EPLI, and HR-related liabilities

• Successfully integrating agency cultures and aligning producer/staff incentives

Whether you're planning your first acquisition or looking to sharpen your approach, this session equips you with the knowledge to make smarter decisions and drive long-term success.