The network puts these around an agency: Carrier access, Stronger economics, Agency growth, Expert support, Technology and tools.

Resources

What a network changes, with the arithmetic attached.

A direct appointment against a sub-code. What one point of retention compounds to. What a producer costs before they write anything. Plain guides for the owner running the agency.

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Owner's field guide

What are you working on?

3 guides

01 2 min read

Recommended first Perpetuation

Agency perpetuation: the plan most owners make too late

What is it worth, and who takes it on. Both answers get more expensive the longer you wait.

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02 2 min read

Perpetuation

How to evaluate your book before you sell it

The diligence a buyer will do, done by you first, while there is still time to change the answers.

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03 2 min read

Ownership and contracts

Understanding network exit clauses

The clause you care least about while signing and most about later. Read it first.

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Use your numbers

Reading helps. Your own book tells the truth.

Book Check turns seven operating signals into a private, instant read. Nothing is stored.

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