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Insurance Industry Knowledge

Inside the digital version of our Spring Bridge publication:

Existing client marketing

Do customers purchase based on logic or emotion?

Should you pass your agency to your relatives?
Assure you acquire clean company

Grow your insurance agency

While there are numerous ways to grow your agency, it’s important to pursue the right opportunities. Learn 5 tips to help meet your goals and avoid exposing your business to unnecessary risks.

Acquire an insurance agency

Take your agency business to the next level. Acquire an agency with minimal out-of-pocket cost by leveraging the power of its commission stream.

Succeed in agency business

Ready to sell? You can open up the sale of your insurance agency to a broader landscape of prospective buyers.

Sell over a period of time

Allow buyers to leverage agency's future commissions

Lay a solid agency foundation

Learn some key ways to lay the proper foundation for a successful sale in the near or distant future along with other insightful articles in our latest Bridge publication.

Spring publication for insurance professionals Articles to help you operate a thriving insurance business >

Oak Street honored as a best place to work Insurance industry lender makes 2013 Best Places to Work in Indiana list >

Webinar: What is your agency worth? See the components of business value through the eyes of a Fair Market Valuation >

Insurance Business Financing

Get a loan to grow your insurance business – to expand, invest in technology, acquire an agency, pay off debt, hire top producers or employees – without risking your customers or control of your business. Learn more about buying, building or selling an insurance agency on our Agent Resources page where you'll find articles, videos, white papers and more.

Oak Street Blog

Guest Article: Excerpt from 7 Ways an M&A Advisor Simplifies the Process

Mon, 20 May 2013 12:00:00 GMT

In 2012, there were approximately 300 reported sales of independent insurance agencies and brokerages. We know from experience that many of these transactions and nearly all larger sellers—as in all other industries—turn to the guidance of an independent advisor when they’re thinking of conducting a merger or acquisition. Is it really more prudent to engage an advisor than to simply go it alone? Read Full Article Here

Latest Bridge Publication

Insurance Agencies for Sale

Is an agency acquisition part of your growth strategy? Are you looking to sell a business to exit the insurance business? See insurance agencies for sale by state and sign up to receive notifications when more become available. You can also list one for sale to get an agency in front of multiple buyers. See Agency Exchange.

Featured

Oak Street Funding's Tremendous 2012 Growth Oak Street Funding's insurance industry loans in 2012 almost quadruple 2011 levels and larger loans greatly increased. Read more >

In the News

PropertyCasualty360.com highlights how Oak Street enjoys a major advantage over banks in its deep understanding of producer needs. Read more >

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Potential borrowers are responsible for their own due diligence on acquisitions. Loans and lines of credit subject to approval. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials on this website are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this content, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.