Is Now the Right Time? Considerations When Planning Your Agency Transition

Includes a Live Web Event on 10/29/2025 at 12:00 PM (EDT)

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.

Jeff Smith

Chief Executive Officer

Ohio Insurance Agents Association

Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.

Craig Niess

Director of Business Planning and Valuation at Ohio Insurance Agents Association, Inc.

Ohio Insurance Agents

Accomplished manager with an extensive background in finance, marketing, operations, strategy, project management, data analysis and consulting. Experienced in developing, branding, and launching new products. Extensive experience in managing multiple projects, leading teams, and driving revenue growth. Problem solver, able to leverage knowledge and experience from a broad range of industries and functional areas to bring unique perspectives and creative solutions to business problems.