November 11, 2022

Is your commercial insurance agency more T-Rex than tech?

Whether you're hoping to sell to a family member, a longtime employee, or an outside buyer, make sure the agency you leave is positioned for the future.

Share icon

A legacy AMS isn't enough for succession planning at your commercial insurance agency.

Broker Buddha CEO Jason Keck recently shared some thoughts in Leader's Edge about succession and digitization.

If you're starting to think about perpetuation, make sure the right software platforms are part of your planning. After all, not only will the next generation of leadership have little patience for tedious administrative work, customers will demand the kind of efficiency and speed that technology produces. Fact is, they'll want more than most Agency Management Software can deliver.

After spending a lifetime building a business, it's only human to care about its health after you leave. If you're selling it to family members or loyal employees, you're even more invested in its future success.

Bottom line: an agency that is fully digital now is built to last.  Make sure your agency is prepared for the road ahead.

Goodbye time wasted.
Hello optimization with Broker Buddha

blue check mark
Online forms
blue check mark
Efficient use of time
blue check mark
Automated Reminders

Never miss an episode

Subscribe here to be notified when a new podcast episode goes live.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Broker Buddha logo
Replaces email, paper,fax, spreadsheets and PDFs, simplifying the submission process
Featured Articles

You might also like

Aug 3, 2023
Broker Buddha Acquired by Acturis

read now
Apr 28, 2022
Broker Buddha Announces New Funding Round - $5M led by SiriusPoint

read now
Jul 16, 2020
What's in a name?

Not everyone loved our name at first, but it definitely helps people remember us. Leader's Edge says that puts us in good company.

read now
Sep 27, 2018
Broker Buddha Launches New Platform in Partnership with Towerstone Inc. to Advance the Commercial Insurance Industry

read now
Broker Buddha: Enlightening Agents On Processing Commercial Insurance Applications

read now
Brokerage in the age of Insurtech Part 2

read now
Broker Buddha Teams Up With AssuredPartners to Provide Award-Winning Technology Solution to Brokers

read now
Simon Agency to Provide Top InsureTech Platform, Broker Buddha, to over 3,000 Retail Brokers

read now
Tech Wizard Channels Tumblr and Shazam to Transform Commercial Insurance

read now
A buddha linear icon


Book a demo