Webinars
February 19, 2025 | 12:00 PM - 1:00PM EST
Risk Factors in Your Agency Operation and Valuation
In this webinar hosted by IA Valuations, 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.
Risk Factors in Your Agency Operation and Valuation
In this webinar hosted by IA Valuations, 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
Approved for 1 hour of Indiana CE
February 21, 2025 | 1:00 PM - 4:00PM EST
When Nature’s Fury is Unleashed on Your Insureds Town - Part 1
Participants will examine catastrophic preparedness and ancillary issues, such as: shared walls, OSHA involvement, line of sight, contractors, and weather after the weather event. They will discuss ancillary coverage considerations with debris removal, business income extra expense, ordinance and law, and more.
When Nature’s Fury is Unleashed on Your Insureds Town - Part 1
Participants will examine catastrophic preparedness and ancillary issues, such as: shared walls, OSHA involvement, line of sight, contractors, and weather after the weather event. They will discuss ancillary coverage considerations with debris removal, business income extra expense, ordinance and law, and more.
Members - $45 | Non-members - $75
Approved for 3 hours of Indiana CE
Approved for 3 hours of Indiana CE
February 26, 2025 | 1:00 PM - 4:00PM EST
When Nature’s Fury is Unleashed on Your Insureds Town - Part 2
Participants discuss the built -in moral hazard and contemplate the appropriate property coverage form choice and its effect on the insured’s exposures and viability of their business. They will examine the reasons why insurance professionals must insure to the catastrophic loss exposure and not be lulled to sleep by satisfactory partial loss settlements.
When Nature’s Fury is Unleashed on Your Insureds Town - Part 2
Participants discuss the built -in moral hazard and contemplate the appropriate property coverage form choice and its effect on the insured’s exposures and viability of their business. They will examine the reasons why insurance professionals must insure to the catastrophic loss exposure and not be lulled to sleep by satisfactory partial loss settlements.
Members - $45 | Non-members - $75
Approved for 3 hours of Indiana CE
Approved for 3 hours of Indiana CE
May 14, 2025 | 12:00 PM - 1:00PM EST
2025 Independent Agency M&A Trends and Predictions
This webinar hosted by IA Valuations, will review what is happening in the agency M&A market in 2025. Agents will understand what lenders are experiencing in agency M&A and what impacts the broader economy is having on the IA system.
2025 Independent Agency M&A Trends and Predictions
This webinar hosted by IA Valuations, will review what is happening in the agency M&A market in 2025. Agents 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
Approved for 1 hour of Indiana CE
June 11, 2025 | 12:00 PM - 1:00PM EST
Agency Operations: The Essential Steps to Internal Perpetuation
Internal perpetuation takes time and planning. For agency owners and the next generation of owners to transition internally, they must work together over an extended period of time, planning for the leadership, management, client relationships, and financial elements of a transition. This webinar, hosted by IA Valuations, will explore the essential steps in an internal perpetuation and how to begin your planning process.
Agency Operations: The Essential Steps to Internal Perpetuation
Internal perpetuation takes time and planning. For agency owners and the next generation of owners to transition internally, they must work together over an extended period of time, planning for the leadership, management, client relationships, and financial elements of a transition. This webinar, hosted by IA Valuations, will explore the essential steps in an internal perpetuation and how to begin your planning process.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
August 27, 2025 | 12:00 PM - 1:00PM EST
Minimizing the Risks of An Agency Acquisition
This webinar hosted by IA Valuations, will review 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 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.
Minimizing the Risks of An Agency Acquisition
This webinar hosted by IA Valuations, will review 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 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.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
September 24, 2025 | 12:00 PM - 1:00PM EST
Private Equity in the Independent Agency System
This webinar, hosted by IA Valuations, will educate agents on the history and risk of Private Equity in the Independent Agent system. Agents will learn about PE’s impact on agency valuations, M&A activity, and what the entrance of PE into the IA system means for their agencies and the future of the system.
Private Equity in the Independent Agency System
This webinar, hosted by IA Valuations, will educate agents on the history and risk of Private Equity in the Independent Agent system. Agents will learn about PE’s impact on agency valuations, M&A activity, and what the entrance of PE into the IA system means for their agencies and the future of the system.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
October 29, 2025 | 12:00 PM - 1:00PM EST
Is Now the Right Time? What to Consider when Planning to Transition Your Agency Ownership
In this webinar IA Valuations will review what to consider as agents ponder transitioning their clients and agency to new ownership. Agents will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.
Is Now the Right Time? What to Consider when Planning to Transition Your Agency Ownership
In this webinar IA Valuations will review what to consider as agents ponder transitioning their clients and agency to new ownership. Agents will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients, and carrier partners.
Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE
Approved for 1 hour of Indiana CE
To register over the phone or questions, contact Keith at (317) 899-9192 or [email protected]
