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Over the last 4 years Inszone has completed over 40 acquisitions. We asked some of the owners we worked with to share their experience of the process.
The decision to sell my agency, that has been in business for over 40 years, was a decision to find a firm for perpetuation that had a similar vision of mine. When I met Norm Hudson of Inszone, I found out very quickly that we thought alike and that Inszone would take this Agency to another level of growth and profitability. I am extremely pleased with the transition process and the great working relationship with the Inszone personnel. The decision I made put my mind at ease knowing that my clients will receive the best care and coverage for their current and future needs.
Our agency was over 80 years old and a community legacy. Deciding to sell it was gut-wrenching. The Inszone Team understood this and eased the process every step of the way. Their professional, measured approach to each stage of the merger assured me that they held our clients and staff in high esteem and would continue our good work for years to come. I highly recommend Inszone for any agency owner looking for a succession partner.
My partner and I had been wanting to make solid plans with respect to the perpetuation of our agency and make sure our employees were taken care of at the same time. We talked to several different agencies around the country, and locally, and we felt that Inszone Insurance Services was by far the best option for us. They were so good to work with in the sale process and treated us very fairly. Norm and Chris and their support team were very helpful throughout the process. Another concern was obviously our clients and their continuing needs. They are absolutely being taken care of! We’re so very happy with our decision to go with Inszone.
Selling an agency and working through the transition can be stressful. Five months after the sale of our agency to Inszone I can honestly say the support from the team at Inszone has been outstanding. Excellent training of all staff with lots of hands on, person-to-person training. Not just over the phone or screen sharing, but in the office and at your desk. The management at Inszone has been a pleasure to work with, has treated everyone with the utmost respect and honored every commitment they have made.
When I decided to sell my agency, the decision weighed so heavy on me for as we all know, when you start, build, and live and breathe your business, your mindset is no one will take as good of care of your “baby” as you do. But Norm Hudson of Inszone Insurance Services, Inc put my mind at ease once I met and worked with him. He shares the same vision for your business as you for the peace of mind to move forward with selling and transitioning to a new owner. I know my clients and employees are going to be well taken care of today and into the future. I couldn’t have made a better decision than to work with Inszone Insurance Services Inc.
The team at Inszone has made the transition process so smooth, and that helped ease our anxiety when selling our agency. Norm and his team at Inszone are professionals and fair when it comes to negotiating. What puts us most at ease is knowing that our clients are going to be taken care of by Norm's team.
After 32 years in the Insurance business, I was looking for a way out so I could travel the world. Of course, I wanted a fair valuation and a way for my clients and employees to get a fair shake as well. As luck would have it a friend told me about Inszone, and all of these things happened. Norm Hudson was fair and kept every promise. I made the right choice selling my Agency to Inszone and I’m seeing the world just as I dreamed.
If the Corona virus pandemic has taught us one thing, it is that there is a growing need for digital servicing. Our employees had to adapt to working from home as could not continue to meet our clients in person. The acquisition with Inszone happened at the right opportunity and resolved all these obstacles for us. Inszone’s professional capabilities and digital workflow systems eased our employee’s daily duties, and our clients are now enjoying high quality digital service. We are entering 5th Industrial Revolution. I believe all our clients and colleagues would agree that it is time for digital business to grow through agencies as competent as Inszone. And for our Agency, selling to Inszone was the right move.
Inszone Insurance Services has differentiated itself in the industry through significant investment in staff development, promoting the growth of tenure-driven professionals within the organization.
Inszone focuses on producing significant premium growth utilizing skilled, front-line underwriting to ensure the development of profitable carrier relationships, while delivering comprehensive, cost-effective solutions to our customers.
Inszone works to continuously develop and employ leading edge technologies to reduce operating expenses and streamline processes for a cleaner, more consistent delivery.
It is through these initiatives and the targeting of strategic market segments, that Inszone will continually improve the overall customer, carrier and producer experience.