A few months back, PropertyCasualty360 published the article, "3 ways to turbocharge the sale of your insurance business." Given the current hot market for independent, middle-market brokerages and agencies, our colleagues wrote that piece setting forth how best to position these assets for acquisition.

Here, we focus on the acquiring party. 

If you recently purchased a brokerage or agency, you might be asking yourself, "now what?" No doubt, you enlisted the help of seasoned counsel for guidance throughout the acquisition, and your understanding of the business issues related to your new holding is likely quite sound. Still, questions could arise as to how to move forward in terms of the many compliance requirements imposed upon insurance brokerages and agencies.

Recommended For You

Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader

Your access to unlimited PropertyCasualty360 content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.