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E. Duane Heady, Partner
MY PERSONAL
COMMITMENT TO YOU
I am committed to the independent agency system as a viable network. I represent independent insurance agency investors. And I am committed to finding the best fit available for you and your agency.
Your information will be treated with strict confidentiality.
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Addressing your concerns: Your employees
and policyholders are your greatest assets
We keep it that way.
I understand your loyalty and recognize this as part of the value of your business. Some concerns you may have:
How your employees
will be treated
Naturally, you are concerned about
your long-term employees. I understand
your loyalty and apprehension and recognize
their value to your business. If your company
is acquired, your employees will be given
every consideration to be a part of this
new insurance family—and will be
rewarded appropriately.
At times, of course, redundancy may
require downsizing. Wherever possible,
your employees will be retained and
integrated based on a model that has
worked extremely well. Experience,
years as an agent, college degree,
training and professional development
—all come into play in this process.
Employee benefits: Because of the size
of the new company, your employee
benefits will probably be more than
you are currently able to offer.
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How your policyholders
will be treated
Chances are, many of your
policyholders have been with
you a long time. So, of course,
you are concerned for their future
well-being. How will they be treated?
Will the new company be able to keep
them? After all, your policyholder is your
greatest asset. And these days they
are flooded daily with choices on TV,
newspapers and the internet.
No need to worry. Your policyholders
will be treated with the greatest respect.
In fact, I will personally strive to give
them the same level of service you’ve
provided in the past.
It has always been my philosophy to
emphasize customer retention in the training of employees. Just as importantly,
the agencies I represent not only provide
competitive rates, but superior
customer service.
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You have quite a few options on how to structure the sale of your agency:
• Direct purchase • Flexibility when cashing out • Selling with an option to stay involved • Basing the payout on renewals • Getting paid out over time (a helpful tax alternative) • Other ideas you may have (Rocking H is open)
WOULD YOU LIKE TO DISCUSS YOUR PERSONAL EXIT STRATEGY?
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INTERESTED IN PURCHASING AGENCIES? I’D LIKE TO
TALK TO YOU.
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