For insurance agency & brokerage owners
You deserve more than another year of doing everything yourself. Explore a sale, bring more customers into your agency, or build a business that is better prepared to sell—on a timeline that fits your life.
An introductory conversation. No obligation to sell.
Your goals come before a proposed deal.
You know your options.
You see a path forward.
You decide what comes next.
Your business. Your decision.
Maybe you want to retire. Maybe you want your evenings back. Maybe you still love your agency—but want it to grow without every decision landing on your desk. Start where you are.
Frank Insurance Group explores direct acquisitions of insurance agencies and books of business where there is a mutual fit. You can discuss your timing, your desired role after a sale, and what matters for your clients and team.
Explore selling your agency →You need more than clicks and a busy inbox. Explore clearer positioning, stronger lead capture, consistent follow-up, and a better view of which efforts lead to customer conversations and written business.
Build your customer growth plan →If we cannot buy your agency now, you can still explore help strengthening it. Work toward organized records, repeatable operations, and less dependence on you, so a future sale starts from a more prepared position.
Prepare for your future exit →Look beyond the closing date
Picture a morning when you are choosing what to do—not reacting to everything your agency needs. You understand your transition responsibilities. Your team knows the plan. Your clients know who to call.
That is the outcome to plan toward: clarity, a thoughtful handoff, and room for the people and priorities you have put on hold.
Tell us what that looks like for you →Customers today. More options tomorrow.
You should be able to see where your inquiries come from, what happens next, and where opportunities are being lost. Explore practical marketing and follow-up improvements built around your agency’s goals.
Agree on the scope, budget, and success measures before work begins. Customer growth and financial results are not guaranteed.
Clarify who you serve, what you offer, and why a prospective customer should take the next step.
Improve your website, inquiry forms, and calls to action so potential customers can reach you easily.
Organize inquiries, assign next steps, and reduce the chance that a promising conversation disappears in a crowded inbox.
Track inquiry sources, response times, appointments, quotes, and written business where data is available—not just impressions.
Review renewal touchpoints, service handoffs, and appropriate referral opportunities alongside new customer acquisition.
Your future exit starts before you need it
A business that is easier to understand and operate can give you a better starting point for future buyer conversations. Together, identify the gaps you can work on before a deadline forces your hand.
Organize financial statements, revenue and commission records, expenses, and retention reporting. Help future buyers understand what they are reviewing.
Document how leads, renewals, service, and producer responsibilities are handled. Reduce the number of answers that exist only in your head.
Identify key relationships, staffing needs, ownership rights, and agreements to review with your advisers before you enter a transaction.
Preparation does not guarantee an offer, buyer, valuation, or closing. A growth engagement is separate from any acquisition decision.
Protect the work you have put in
You cannot control every market condition. You can be more deliberate about what you share, what you sign, and how you prepare.
When you have to leave immediately, your options may narrow. Start exploring while you still have time to make improvements and compare paths.
A large number does not tell you when or how you will be paid. Review cash at closing, contingent payments, holdbacks, and ongoing obligations with your advisers.
Clicks alone do not show business results. Know the budget, define a qualified inquiry, and connect activity to meaningful outcomes before expanding spending.
Missing or inconsistent records can slow a review and raise questions. Organize your financials, contracts, and operating information before diligence begins.
An unclear handoff can create uncertainty for staff and clients. Discuss responsibilities, service continuity, and the timing of communications before a transition.
Start with a high-level conversation. Agree on confidentiality terms and a secure process before sharing customer lists, policyholder data, or detailed financial records.
A straightforward place to begin
You should know whether the conversation is about a potential purchase, a paid growth engagement, or preparing your business for a later sale. We make that distinction before moving forward.
Share your goals, your rough timeline, and what is getting in your way. Your first conversation does not commit you to a sale or service.
If an acquisition could fit, discuss an appropriate next review. If it does not, explore whether growth or preparation support would be useful to you.
Review any proposed scope, fees, transaction terms, and next steps. Keep your own legal, tax, and financial advisers involved in decisions.
Your next chapter can start with a conversation
More customers? Less day-to-day pressure? A thoughtful exit? Share how to reach you, and let’s explore your next step.
Have your agency name, location, main lines of business, and rough timeline ready for the conversation. Start with your goals—not a stack of confidential documents.
Use contact details where you are comfortable receiving follow-up. Please do not submit customer or policyholder information, account credentials, or confidential financial records through this form.
Questions you may be asking
No. We explore acquisitions where the business, timing, economics, and transition needs align. An introductory conversation is not an offer or commitment to purchase.
You can explore a separate engagement focused on customer growth or sale preparation. We would agree on the scope and fees before work begins. No future purchase or sale is guaranteed.
No. You can discuss marketing and operating improvements while keeping ownership. A service engagement does not require you to sell your agency to us.
We may discuss acquisition fit and, if appropriate, a proposed price after reviewing information. Any buyer indication reflects that buyer’s view and is not an independent appraisal. You can obtain an independent valuation and advice.
Make those priorities part of the conversation early. Discuss proposed staffing, service, branding, and communication plans. Any commitments must be reflected in the final written agreements.
Begin with basic contact details and a high-level discussion. Before sharing sensitive business information, agree on confidentiality terms and a secure exchange method. Submitting this form does not create an NDA.