Helping Agents Identify Growth Opportunities and Strategically Position Their Agency for Higher Multiples When Preparing for Retirement.
We are Committed to Assisting Agencies in Identifying Key Strategies for Profitability
Strategies
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Studies have shown Hiring a Broker will give you more Net Earnings than Sellers working on their own, putting thousands of dollars in your Retirement Plan -
Gauging Areas of Growth within Your Book of Business is a Key Selling Strategy -
Using Data Analytics for an Agency Evaluation to Enhance your Agency’s Market Appeal -
Start Now in Positioning your Agency to Achieve the Highest Value when you are ready to retire -
Assisting in Enhanced Employee Efficiency and Productivity can Increase the Value of the Sale of Your Agency
Process of Selling
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Maintaining Confidentiality throughout the Sales Process when Matching the Best Buyer with the Seller, while Protecting your Agency’s Reputation with Clients and Employees during the Sales Process -
Deal Structuring to Adhere to your Specific Needs in regard to Maximizing Your Financial Benefits and Tax Implications -
Transaction Support from Working within Our Network of Financial Institutions with the Buyer and Seller -
Ensuring a Smooth Process from Beginning of the Transaction, Closing and Transition of the Book of Business
Your Trusted Sources
Jennifer and Judy are the Managing and Founding Partners of Agency Insurance Training & Acquisition Specialists, each bringing over 40 years of experience in the insurance industry.
They specialize in Agency Growth, Acquisitions, and Business Coaching.
With a diverse background spanning Agency Ownership, Carriers, MGA/surplus lines, and Retail sectors, they provide a comprehensive understanding of the Insurance industry's dynamics.
What our clients say
What some recent clients say about their experience with
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J.R. ZamoranoZamorano Insurance & Financial Services, Inc.Dear Judy & Jennifer, I would like to express my utmost satisfaction and appreciation for the exceptional services provided by the Agency Insurance Training & Acquisition Specialists (AITAS) in your assistance in helping us to further develop and s... -
Russell KnappAgentWorking with Judy Rush, and Jennifer Divine has been a pleasure. They took the fears out of selling my agency, and allowed me to continue to run it as they did all the work on the backend. Judy and Jennifer not only had a list of many agents who were wai...
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Wendy PattersonAgentJennifer and Judy are very professional and knowledgeable. I was impressed by the Valuation Report and analysis. The numbers were spot on and I know that the report helped us get top dollar for our agency. I appreciate the fact that you held my hand and wa...
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Donna RussellAgentJennifer and Judy, y’all have been great! There is absolutely no way I could’ve got the selling price you managed for my agency without you. I will certainly spread the word about you two! Thank you so much for your hard work and attentiveness.
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Brandy GreenleafAgency Co-Owner of Insurance Man & Associates, member of SBMPWe are working with well respected leaders in our industry who are dedicated to taking our agency to the next level. Not only are Jennifer and Judy knowledgeable, but they are VERY personable and we feel a level of comfort and trust discussing changes that...
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Carlos CantuAgent" If you are looking to get your agency to the next level, then Jennifer and Judy can help you get there. They offer something most coaches can't. They have experience in knowing what agents need and want. Having experience from the sales side t...
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Kerry LandryAgentJudy helped me go from being an insurance agent to the owner of an insurance agency. She helped me focus on the things that were needed to make the entire office successful not just me as an agent. She will not disappoint you!
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Randy CaldwellAgentWe all need help in growing our agency. End of story! Judy and Jennifer are not the people from the insurance company that have no idea of how to run an agency that tell you what the “book” says to do. They are experienced in the growing agencies from the...
The Woodlands, Texas