Our agents have been recognized in some of the most prominent publications in the industry. We specialize in all aspects of the sale of an insurance agency with emphasis on Allstate & Farmers Insurance Company distribution model. Our consultants have over 150 years of experience in the industry and have bought/sold 175+ Million with a proven track record of success!.
If you are interested in selling your current agency or have decided it is the right time to be your own boss and purchase your own agency, Energia Consulting can help you every step of the way to insure a smooth transaction. Navigating all of the pitfalls of a successful agency transition can be difficult. Our team has a long-standing history of assisting insurance agents in the sale and acquisition of their agency, and we would be honored to include you as one of our many satisfied customers.
If you are interested in selling your current agency or have decided it is the right time to be your own boss and purchase your own agency, Energia Consulting can help you every step of the way to insure a smooth transaction. Navigating all of the pitfalls of a successful agency transition can be difficult. Our team has a long-standing history of assisting insurance agents in the sale and acquisition of their agency, and we would be honored to include you as one of our many satisfied customers.
Services
With Lee's knowledge of the Allstate System, we were able to answer any concerns of the buyer.
2 His decades of working for Allstate and his firsthand knowledge of what Allstate wants out of a prospective buyer.
3) He can qualify/disqualify a prospective buyer immediately 4) He was the go between for myself and the buyer.
I never once talked to the client until the end.
5 He takes the emotion out of the process and is able to give recommendation based on facts.
6 He kept me informed almost daily of the progress.
2 His decades of working for Allstate and his firsthand knowledge of what Allstate wants out of a prospective buyer.
3) He can qualify/disqualify a prospective buyer immediately 4) He was the go between for myself and the buyer.
I never once talked to the client until the end.
5 He takes the emotion out of the process and is able to give recommendation based on facts.
6 He kept me informed almost daily of the progress.
Energia Consulting's offers our clients a well-established approach to the agency sales process.
This experience and knowledge of the industry has successfully helped negotiate the buy and sell of over $175+ million in premium.
If you are looking to buy an agency, we can assist in finding the right opportunity and help secure appropriate financing needed to complete the purchase.
You are looking to purchase an agency.
What now? Reputable agencies that are a good fit for your needs don't usually just fall into your lap.
This experience and knowledge of the industry has successfully helped negotiate the buy and sell of over $175+ million in premium.
If you are looking to buy an agency, we can assist in finding the right opportunity and help secure appropriate financing needed to complete the purchase.
You are looking to purchase an agency.
What now? Reputable agencies that are a good fit for your needs don't usually just fall into your lap.
Energia Consulting's offers our clients a well-established approach to the agency sales process.
If you are considering selling your agency now or in the near future, our team of professionals can help you develop an effective exit strategy to maximize the value of your business.
Once a decision is made to sell your firm, it is time to compile important business information in order to paint a picture for potential buyers.
By doing do, major issues can be uncovered and addressed before presenting the company to prospective buyers.
If you are considering selling your agency now or in the near future, our team of professionals can help you develop an effective exit strategy to maximize the value of your business.
Once a decision is made to sell your firm, it is time to compile important business information in order to paint a picture for potential buyers.
By doing do, major issues can be uncovered and addressed before presenting the company to prospective buyers.
Along with adjusting to the new responsibilities of running your company, you also have other responsibilities such as finding qualified job applicants, training them properly, and retaining them.
At Energia Consulting, helping our clients find professional talent is a priority.
We understand the many challenges of recruitment, staffing and sales production and tailor our services to meet the specific needs of your organization.
Our goal is to make the recruitment and training processes as easy as possible for you and your new company.
At Energia Consulting, helping our clients find professional talent is a priority.
We understand the many challenges of recruitment, staffing and sales production and tailor our services to meet the specific needs of your organization.
Our goal is to make the recruitment and training processes as easy as possible for you and your new company.
Obtaining new business is essential for Insurance Agencies.
It is vital for businesses to add clients and build up their Agency books to provide them the resources to add staff needed to take care of their clients.
This process can be challenging, but acquiring new business does not have to be a laborious dreaded task.
Energia Consulting can help turn new business into a creative and fun experience for you and your agency.
If needed, our professionals can assist Agency Owners refine their New Business Acquisition plan.
It is vital for businesses to add clients and build up their Agency books to provide them the resources to add staff needed to take care of their clients.
This process can be challenging, but acquiring new business does not have to be a laborious dreaded task.
Energia Consulting can help turn new business into a creative and fun experience for you and your agency.
If needed, our professionals can assist Agency Owners refine their New Business Acquisition plan.
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