Insurance Agency Consultants - Learn Our Approach to Partnership

We want you to run your business as you have done successfully for decades. As your partner, our role is to support and serve you in your pursuit of even greater success and accelerated growth.

Our formula enables you to have independent operational oversight with access to practical agency resources.

To further support your business objectives, we take responsibility for specific tasks and establish regular communications to keep you connected. Following the combination of our companies, the integration process is often an essential activity that dictates future growth.

It’s the beginning of our journey together, and we can’t wait to get started.

As a partner of Keystone Agency Partners, you’ll get the benefits of financial security, autonomy, exclusive agency resources, and more.

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Autonomous, but never alone.

While we encourage partners to continue to operate autonomously, we support valuable growth and provide active support to leverage the new tools and resources available to you.

Our goal is to help you preserve your legacy and identity by investing in you and your future. The M&A support and operational efficiencies we provide post-close are available to you when you’re ready to accelerate growth and increase revenue. That includes assisting you in attracting, identifying, and empowering your next generation of leaders.

This is what support looks like.

When you partner with Keystone Agency Partners, you gain access to exclusive resources, value-added services, and dedicated support to help your agency with management, solutions, and growth.

Our alliance with Keystone Insurers Group, Inc. allows us to leverage an unparalleled suite of value-added services developed over the past 40 years while our expertise unlocks your potential for organic growth. As a partner, you gain immediate access to industry-leading networks of national carriers and best practices. New business connections with our Keystone Insurers Group, Inc. colleagues provide a broader offering to bring to clients.

The financial investment we make at close and beyond is just the beginning of the support and resources you’ll receive around your firm’s acquisition strategy. Your growth is our growth, and we are eager to provide you with resources—including due diligence, valuation, and integration support—to execute your acquisition pipeline successfully.

We work with our agencies collaboratively, as a facilitator and consultant. My job isn’t to tell them what to do, they will always know their team and their business better than me, but instead to help our agency leaders find their vision for their agency. From this high-level vision, they put together goals which cascades down to the strategies and tactics to meet those goals.

Bethany Snyder
VP Integration

We are a strategic partner with resources and support to accelerate agency performance. Traditional buyers rely on addition by subtraction whereas we invest in our partners long-term success to a build a stronger future, collectively.

Dan Girardi
Chief Acquisitions Officer

Agency management

You’ll find an expansive array of operational tools geared to help you enhance profitability, perpetuation, and maximize your agency’s value, including:

  • Benchmarking tools
  • Employment management
  • Human resources
  • Perpetuation planning
  • Producer compensation
  • Intellectual capital
  • Licensing

Leadership development

Our goal is to help your business grow, and we believe deeply in the power of high-performing employees. We want to partner with you to ensure you can provide ample opportunities to your top talent and set them on a path for success.

  • Identification of future leaders
  • Succession planning
  • Training, benchmarking, and best practices
  • Opportunity for ownership

Claims management

Our claims management advocates improve communication and, ultimately, losses through early involvement in complex claims. In addition, we help you monitor profit and incentive opportunities with our most extensive carrier relationships. We also help to identify and create specialized marketing opportunities for growing businesses.

  • Coverage analysis
  • Coverage resolution
  • Loss management
  • Reserve management

Risk Management

We offer risk management services that improve our clients’ safety plans and HR best practices.

  • Accident prevention/OSHA compliance
  • Claims management, including workers’ compensation and return-to-work programs
  • DOT audits, fleet safety programs, and driver training
  • HR management, including employee handbooks, policy development, and employee relations
  • Risk financing

Organic growth

We help you identify and hire quality producers and customer service representatives, then partner with you to create sales strategies that maximize their sales success.

  • Candidate training, testing, interviewing, and hiring assistance
  • Web-based training
  • Advanced sales training
  • Sales management technology tools
  • Sales mentoring and agency leadership
  • Workers’ compensation training platform

Mergers and Acquisitions

Some of the most successful agencies are ideal partners for smaller, friendly competitors. But the reality is that most agency owners lack the time, expertise, and capital to execute. At Keystone Agency Partners, we have an experienced M&A team dedicated to supporting your acquisition strategy, unencumbered by the traditional constraints. We can help manage the transactions and provide the means to do it, ensuring you share the financial reward.

  • Strategy development
  • Target screening and sourcing
  • Valuation
  • Due diligence
  • Legal consultation
  • Integration support

Financial security for your independent agency

Establish generational wealth

You alone put years of hard work and dedication into building your insurance agency. However, once you decide to sell, you may need assistance to ensure greater financial security as you seek to establish a perpetuation strategy. A partnership with Keystone Agency Partners can bring that peace of mind.

Put the agency you’ve built in the right hands

In many cases, your insurance agency is the asset capable of providing generational wealth. So, you want to make sure that it is in good hands when you finally monetize that asset. Backed by financial experts geared toward growth, Keystone Agency Partners will consult with you about your sale structure’s valuation and due diligence. We’ll help you maximize the value of that asset while ensuring you stay engaged and continue to grow. Our market approach supports co-ownership, so we are happy to explore this opportunity with you for additional earning potential.

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