Agency Resource Marketplace
Finding information on the Internet that will help you effectively manage your agency can sometimes be challenging. AgencyEquity.com is a new agency resource that just might help.
This website provides a place for agency principals, executives, and producers to make connections for agency acquisitions, mergers, cluster memberships, carrier appointments, and other strategic management needs.
Agency Equity is not a business broker or lender; the listings on the site come from agency owners, business brokers, consultants, other websites or others who provide services to insurance agencies. The site is simply a marketplace of listings, resources, tools, and information.
You will find listings for acquisition opportunities, partnership opportunities, employment opportunities, support services, and agency resources.
For example, they have a simplified “Create a Broker of Record Letter” process. It allows an agent/broker to input client, policy, and carrier information into a simple to use form. Once completed a formal broker of record letter will be generated as a PDF file that can then be printed on the client letterhead, ready for signature.