The Agent's Perspective on Transitioning Your Agency - What Consolidation, Perpetuation and the Wave of Retirements means to Independent Agencies

Recorded On: 08/17/2023

Registration Closed

Agents will learn how to prepare for transitioning their agency operations and ownership. They will learn from the experience of other agents who have gone through the transition. We will review the due diligence process and key terms of the agreements, including: representations and warranties, restrictive covenants, carrier-agency agreements, E&O tail coverage and other provisions.

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.