Current State of the Industry & the Impact on Agency Futures

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The goal of this course is to provide an overview of the state of the independent insurance industry and how independent agencies will be impacted by the market, economy, and M&A environment. The course will also dig into what goes into agency value as well as buyer expectations and the reality of what agencies are worth. Attendees will also be challenged to explore potential options for the path forward that is right for their business as an agency owner.

Educational Objectives:

• Identify Market Trends and what impact they may have on the agency’s business
• Understand historic and recent M&A deal activity and how the current environment impacts internal vs. external options
• Explore various aspects of agency valuation and how to have a positive impact on your agency’s value
• Discuss Internal Perpetuation, Merger/Acquisition and other options to prepare for the agency’s future

Jared Roy

Business Development Leader

Keystone Agency Partners

Insurance Agency Value Creator - For the last 14 years I have worked with Independent Insurance Agency Owners to help them answer four questions: Where are you today? Where are you taking the firm? How will you get there? What roadblocks or obstacles stand in your way? Through this consultative approach I collaborate with current and future Platform Partners on how to best be a resource through business development and mergers and acquisitions.

I am a seasoned professional in the insurance industry, currently serving as Vice President of Business Development. A graduate of the University of Akron, I am equipped with the knowledge and advanced skills necessary to excel in the insurance industry. Previous roles helped to hone my expertise as a Senior Consultant and MarshBerry where I demonstrated exceptional insight and strategic thinking in advising clients.
Throughout my career, I have been recognized for my ability to navigate the complexities of the insurance industry and identify opportunities for growth and innovation.

I am a dedicated professional that strives for continuous learning and staying abreast of industry trends. With a strong foundation in business development and a passion for creating value for clients, I have established myself as a trusted leader in the insurance sector.