Business Consulting

IntellAgents is here to ensure independent agencies are empowered with the right tools to plan their agency's perpetuation.

Our passionate team of experts understands your agency is your lifeblood, your reputation and your legacy. As the trusted advisor for independent agents, IntellAgents offers valuation tools and business consulting services designed to give you so much more than just a number.

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Our Consulting Services

IntellAgents provides a robust range of business consulting services designed exclusively for independent agencies.

Our full valuation and perpetuation services are for any agency owners considering perpetuating internally, selling their agency to a third party, or even purchasing another. If you're not sure which path to take, we will help you determine the best option for the future of your agency.

PERPETUATION PLANNING

Includes an IA Perpetuation Preparedness Study, Full Valuation Report, Business Planning Session and high-level Written Perpetuation Plan.

INTRODUCTION TO RESOURCES

Includes introductions to accounting resources, legal counsel and banking resources.

BALANCE SHEET MANAGEMENT

Optimization of assets and liabilities, including a high-level Stock Transition Plan.

CONTINUING RELATIONSHIP

Continued guidance in building a sales culture, including quarterly calls and yearly update meetings.

INVESTING IN YOUR FUTURE

Including help finding next generation candidates, leadership training and transitioning books of business & relationships.

BROKERING SERVICES

Including help buying, selling or merging with another agency, as well as assistance in transfering stock.

READY TO GO BEYOND THE NUMBERS?

Let's collaborate and work together
to ensure the future of your agency.

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