Tom Doran – Partner at Reagan Consulting

Industry leading valuation specialist: ‘Here’s what to do if you want to remain independent…’

Leading agencies rush to get the Best Practices Study from Reagan Consulting and the Big I every year. They want key metrics on agency performance – and they want to see how they can do better. Reagan principal and SVP, Tom Doran delivers one of the most important conversations of the year in this jam-packed episode:

  • The dramatic shift in agency valuation, agency sales – and the 3 forces that are pushing these trends higher than ever in the history of the industry
  • Two surprising metrics every agency must pay attention to (WAPA & WASA) – and what to do if your number is too high!
  • Tom’s 3-part action plan for the coming age of insurtech, that agency principals absolutely must attend to immediately

Note from Michael: I’ve been chasing Tom for 8 months to deliver this podcast. I saw his presentation at the AppliedNet Executive Leadership Conference and simply knew that he’d deliver hard-core information that our listeners needed to hear. As one of the industry’s leading M&A specialists, he has a unique seat on what’s driving value – and, conversely, what those forces and trends are that can hurt your agency. This conversation is so utterly important, I urge you to share it with at least every principal in your agency. Be prepared to take notes!

What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where Michael Jans discusses the biggest issues affecting the independent insurance agent and broker with the industries leading figures.

One More Thing! What do you think? How will you and your peers use this to grow your agency or brokerage? Share your thoughts in the comment section below, subscribe to get updates delivered to you and *please share this if you found it informative.

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