We assist Agencies and individual Insurance Professionals looking to make a change or who have come to the realization they no longer want to deal with the challenges that come with running an agency behind.
We can provide the tools for long-term growth and success of your agency. When transferring a book of business, benefits can include eliminating most of the service work, more freedom to grow faster by working smarter not harder, provide access to more carriers and markets, and most importantly competitive commissions splits.
10 Reasons to
Consider a Book Transfer
1. Visionary Ready to GROW!
2. Carrier Underwriting Appetite Change
3. Market Taking Rate
4. Servicing Issues
5. Consolidate brokered business
6. Carrier Commission Decrease
7. Loss Ratio
8. Book Stagnant (not growing)
9. All Alone and Need Help!
10. Perpetuation Planning
Benefits of a Book Transfer
Freedom to Grow
Freedom from Carrier Production Growth
Freedom from Retention Requirements
Offset Carrier Commission Decreases
Regain Control of the Book & Deal directly with the Company
New Business Incentives
Place Book with Highly Rated Markets
Enhanced Commission Opportunities
Peace of Mind and Security
Our dedicated book transfer team can assist with 4 easy steps
for a streamline book roll:
Step 1: Book Transfer Discussed.
Step 2: Transfer Letter + Packet executed.
Step 3: Book Transfer Team Processes with the Carrier.
Step 4: The Carrier approves, the book is moved!