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.
Episodes
11 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
The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank
Peter and Mike discuss what it means to be a traditional lender, like a federally chartered bank. They talk about the importance of finding the right borrower-lender fit over the course of your agency's lifespan. Mike polishes up his crystal ba...
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26:59
The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank
Peter and Kelly discuss SBA lending, the importance of finding the right borrower-lender fit, and the future of M&A and lending as the insurance industry enters an initial recovery phase from the COVID pandemic.
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Season 1
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Episode 5
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32:34
M & A Insights with guest, Sam Patterson
Peter and Doug are joined by Sam Patterson of Springtree Group to discuss how to execute an acquisition as a buyer or a seller, when to bring in third party facilitators (lawyers and accountants, for example), when acquisitions tend to happen t...
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Season 1
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Episode 4
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28:17
M & A: The What, Where, When, and How of Acquisitions.
With a background as an acquisitions advisor to multibillion dollar corporations, Peter offers his insights into strategic growth through M&A. Whether you want to grow your agency in size, grow in a geographic area, or grow your product lin...
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19:06
How to work with a lender in times of trouble
With the unforeseen pandemic we find ourselves in today, Peter and Doug discuss what agencies should know about working with a lender. Peter explains the criteria that lenders use in considering whether to make a loan, and how the criteria chan...
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Season 1
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Episode 2
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10:57
What could happen in the insurance agency world over the next several weeks, months, years?
In this first episode, Peter is joined by Doug Burke, investment banker and advisor to the insurance industry, to discuss the US economy during this pandemic period and how it impacts the insurance agency industry in particular. There are some ...
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Season 1
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Episode 1
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13:36
