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In this episode of The Power Producers Podcast, David Carothers sits down with Christian DeLozier, Business Risk & Insurance Advisor at Mike Keith Insurance. They discuss how insurance agencies merge, the role of company size in determining an agency’s worth, and strategies for expanding by partnering with others.

Key Topics:

  • The concept of mergers and acquisitions and multiple arbitrage in the insurance industry
  • The impact of agency size on valuation multiples
  • Strategies for growth through acquisition and the importance of strategic alignment
  • The role of technology and operations in scaling and efficiency
  • The process and considerations for funding acquisitions
  • The significance of culture and relationship-building in successful mergers and acquisitions
  • Future trends and strategies for insurance agencies looking to grow or transition

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The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Culture

Intentional Culture: How to Build Connection and Engagement in a Remote Insurance Agency

As someone who trains commercial insurance producers nationwide, I’ve seen firsthand that remote success hinges not just on tools and workflows, but on people feeling heard, supported, and connected. This post explores the key strategies that agency leaders can use to build emotional connection and employee engagement in a remote insurance agency, using lessons drawn from real-world experience and thoughtful leadership.

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