Insurance Agency Insights
Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.
Podcasting since 2020 • 11 episodes
Insurance Agency Insights
Latest Episodes
Agency Best Practices: Culling Your Book
Peter is joined by Jon Jamieson, CIC - AgileCap's new Senior Agency Advisor. In a quick, 12-minute conversation they cover the ins and outs of doing a periodic culling of your agency's book of business. Learn why this is a best practice for age...
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Episode 12
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12:28
Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process
This is the second of five episodes focused on helping agency owners understand what's involved in acquiring a new agency in order to build their existing business. In this episode, Peter and Doug discuss due diligence - a critical...
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16:15
Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing
This is the first of five episodes focused on helping agency owners understand what's involved in acquiring a new agency in order to build their existing business. In this episode, Peter and Doug talk about how to approach, find, p...
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Season 2
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Episode 1
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16:25
How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives
Peter and Kyle Castle, AgleCap Lending Advisor, talk about the ways that agency owners have been able to buy, invest, grow, and sustain their agencies through borrowing. This isn't a shameless plug for AgileCap, it's a series of tales from Kyle...
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28:19
