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Insurance Industry State of the Union Webinar

Join Mark Crites, Partner at Reagan Consulting, as he shares his insights on the top trends in the insurance industry and the key opportunities that insurance agents and brokers should capitalize on.

Whether your agency is looking to grow, adapt or stay ahead of the curve, this session is packed with strategic insights you won’t want to miss.

Monday, May 19, 2025

2:00pm – 3:00pm EST

Zoom Webinar

Click here to register today!

Mark Crites joined Reagan Consulting in 2017 and is a partner in the firm. Mark primarily works with clients on mergers & acquisitions, agency valuation, and strategic consulting projects.

Prior to joining Reagan, Mark spent two years at the private equity firm, MSouth Equity Partners, acquiring middle market companies in the business services, media & telecom, specialty distribution, manufacturing, and healthcare sectors. He was responsible for leading valuation exercises and executing due diligence processes. He also worked closely with management teams on strategic planning and value-creation initiatives. Mark began his career in investment banking with Raymond James & Associates where he focused on sell-side M&A and capital raising transactions for middle market companies.

Mark is a Certified Valuation Analyst (CVA) and a graduate of the University of Georgia Terry College of Business where he received his B.B.A. in Finance and Risk Management & Insurance. He currently maintains the Series 63 and 79 FINRA Registrations through Reagan Securities, Inc., the affiliated FINRA-registered Broker/Dealer of Reagan Consulting, Inc.

Agency Growth Topics 2025!

Agency owners –   what’s on your mind?  Economic trends to watch on 2025, leveraging capital for your specific needs, organic and inorganic growth…

Don’t miss the opportunity to hear from David Tralka, InsurBanc’s president and CEO, as he dives into key strategies for agency growth and success.  Listen as they discuss agency opportunities in today’s marketing and economy, long-term growth and leveraging debt for acquisitions, producer development and technology.  Join the conversion with David and Peter van Aartrijk on this On Point podcast!

Click here to listen.

With Tax Cuts Set to Expire, Consider a Partial Sale of the Agency

Is your agency prepared for what’s next?

With the Tax Cuts and Jobs Act (TCJA) set to sunset at the end of 2025, agency owners could face new tax implications that can affect decisions about selling their agency.  In a recent article in The Standard, InsurBanc Division Director Scott Freiday discusses the option of a partial sale of the agency via a stockholder loan as a smart way to preserve value and navigate the tax changes effectively.

Click here to read the article.

A Bank’s Role Throughout the Independent Agency Life Cycle

From launch to legacy, a bank plays a critical role throughout the agency life cycle.  What stage is your agency at?  The right bank is more than a financial institution, they are a partner in building and sustaining success. 

A recent article in Rough Notes, “A Bank’s Role Throughout the Independent Agency Life Cycle”,  provides insight into the critical banking needs of each life cycle.  Join the discussion with Commercial Team Leader Keith Mangini and Director of Cash Management Services Patricia Smith.

Click here to read the article.

3 Unusual Financing Solutions

In today’s insurance landscape, agency owners need more than traditional approaches to agency growth.  In this IA Magazine article, InsurBanc Division Director Scott Freiday highlights how out-of-the box strategies can help agencies leverage financing and rethink their growth strategies. Read about three unique scenarios.

Click here to read the article.

Cash Balances Are Up – What Now?

Attention agency owners:  What are your cash management and investment strategies?

In this Standard article, InsurBanc’s Director of Cash Management Services discusses putting idle cash to work – how to optimize liquidity with products that balance safety and accessibility while improving yields.   Investment strategies should couple with proper cash management services that save costs, improve efficiencies and maximize returns. This requires the right financial tools and a bank that understands the unique operational needs of independent insurance agencies. 

Click here to read the article.

Insurance Perpetuation in Stages: A Lesser-Known Strategy

Attention agency owners:  what is your perpetuation strategy?  Does it include a possible larger payout over time, employee commitment and retention and preservation of your agency’s culture and legacy?

In this Rough Notes article, InsurBanc division director Scott Freiday discusses the lesser thought about strategy of a staged perpetuation. This option is a win-win for both the owners and committed employees.   It gives the owner the chance to leave gradually on their own terms. Employees with equity now have a stake in the game, they are in it to grow and enhance their investment.

Click here to read the article.

Is an ESOP in Your Future?  Don’t Overlook This Valuable Succession Planning Tool

Is an ESOP right for your agency’s succession plan? In a recent Insurance Journal article, InsurBanc senior vice president Scott Freiday discusses how an ESOP can be an effective succession strategy for the right insurance agency and outlines the advantage for agency owners with Julius Anderson, president of Anderson Insurance Associates.

Click here to read the article.

We’re Not Running Away From Brick and Mortar

Join the discussion on how one agency created a unique business model using brick and mortar and technology to focus on an underserved insurance market and to expand their footprint. Tiago Prado, BRZ Insurance principal, talks about how they cultivated an organizational culture that focuses on community and forms a framework that fosters growth.

Click here to read the article.

Deal Dynamics:  Identifying an Acquisition to Add to the Most Value to Your Agency

What is your acquisition strategy?  Connect real life examples from your peers, challenge your assumptions and enhance  your strategy.  Scott Freiday, InsurBanc division director, recently participated in an IA Magazine article which discusses acquisition strategies with Bradley Flowers (Portal Insurance) and Missy Kahl (Bickle Insurance). 

Click here to read the article.