Webinars
February 21, 2024 | Class: 12:00PM - 1:00PM EST
Risk Factors in Your Agency Operation and Valuation
Risk Factors in Your Agency Operation and Valuation
Agents will learn about the risk factors in their agency operations and how it affects their valuation. We will review the best practices for agency owners to support their clients, reduce E&O exposures, and enhance agency value.
Member - Free | Non-member - $25
*Approved for 1 Hour of Indiana CE |
May 15, 2024 | Class: 12:00PM - 1:00PM EST
2024 Independent Agency M&A Trends and Predictions
2024 Independent Agency M&A Trends and Predictions
Agents will understand what is happening in the agency M&A market in 2024. They will understand what lenders are experiencing in agency M&A and what impacts the broader economy is having on the IA system.
Member - Free | Non-member - $25
*Approved for 1 Hour of Indiana CE |
June 12, 2024 | Class: 12:00PM - 1:00PM EST
Agency Operations: The Essential Steps to Internal Perpetuation
Agency Operations: The Essential Steps to Internal Perpetuation
Agents will learn how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks, and assessing an agency acquisition. Agents will also understand to review employment agreements, restrictive covenants, E&O, and EPLI/HR risks. Finally, agency owners will understand how to mesh cultures, incentivize the merging producers and staff, and maximize the success of an acquisition.
Please Note: If you attend the webinar previously held on July 26, 2023 you will not receive CE for this webinar.
Please Note: If you attend the webinar previously held on July 26, 2023 you will not receive CE for this webinar.
Member - Free | Non-member - $25
*Pending Approval for Indiana CE |
August 28, 2024 | Class: 12:00PM - 1:00PM EST
Minimizing the Risks of An Agency Acquisition
Minimizing the Risks of An Agency Acquisition
Agents will learn how to prepare for transitioning their agency operations and ownership. They will learn from the experience of other agents who have gone through the transition. We will review the due diligence process and the key terms of the agreements, including: representations and warranties, restrictive covenants, carrier-agency agreements, E&O tail coverage, and other provisions.
Please Note: If you attend the webinar previously held on August 16, 2023 you will not receive CE for this webinar.
Please Note: If you attend the webinar previously held on August 16, 2023 you will not receive CE for this webinar.
Member - Free | Non-member - $25
*Approved for 1 Hour of Indiana CE. Please Note: If you attend the webinar previously held on July 26, 2023 you will not receive CE for this webinar.
*Approved for 1 Hour of Indiana CE. Please Note: If you attend the webinar previously held on July 26, 2023 you will not receive CE for this webinar.
October 30, 2024 | Class: 12:00PM - 1:00PM EST
Is Now the Right Time?
Is Now the Right Time?
Agent owners will understand what to consider as they ponder transitioning their clients and agency to new ownership. They will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.
Please Note: If you attend the webinar previously held on October 25, 2023 you will not receive CE for this webinar.
Please Note: If you attend the webinar previously held on October 25, 2023 you will not receive CE for this webinar.
Member - Free | Non-member - $25
*Approved for 1 Hour of Indiana CE. Please Note: If you attend the webinar previously held on October 25, 2023 you will not receive CE for this webinar.
*Approved for 1 Hour of Indiana CE. Please Note: If you attend the webinar previously held on October 25, 2023 you will not receive CE for this webinar.
To register over the phone or questions, contact Keith at (317) 899-9192 or Keith@PIAIndiana.com