AGENCY TOOLS
Practical steps. Real progress.
Use these tools and guides to organize the next decision in front of you.
Startup roadmap
Work through nine launch steps, with progress saved on this device.
Open toolProvider comparison
Choose up to three industry providers and compare their profiles.
Open toolSeller overview builder
Prepare a non-confidential overview and review your email before sending.
Open toolStart & grow · Guide
Build a realistic agency startup budget
Give every startup cost a place—and leave room for revenue to arrive more slowly than you hope.
Read the guide Buy & sell · GuideWhat drives an insurance agency’s value?
Understand the questions behind a valuation before relying on a headline multiple.
Read the guide Financing · GuideExplore financing for your next agency move
Start with the purpose of the funding, then prepare the information a lender or advisor needs to evaluate it.
Read the guide