In this episode of the Insurance Guys Podcast, Scott Howell and Bradley Flowers are joined by guest Adam Bowe, Co-Founder and Chief Executive Officer of Cake, to discuss the intricacies of buying an insurance agency. From debunking acquisition rumors to highlighting the importance of data analysis in evaluating insurance metrics, they provide valuable insights for independent agents. They also delve into the world of mergers and acquisitions (M&A), sharing their expertise on topics such as letter of intent (LOI) and exchanging book and carrier reports. Additionally, they showcase two innovative tools, Ascend and Leo, that can revolutionize agency billing processes and help find potential business prospects. Tune in as they explore the ever-changing landscape of insurance agency acquisitions and strategies for growth.

Learn More About Cake Here >>>

Meet LeO and IGP Listeners Get 20% OFF >>>
LeO is your personal AI sales assistant and sales growth tool for insurance agents.
LeO helps you drive new business, identify your sweet spot and focus your efforts on success.
How to get your 20% OFF
1. Go to MeetLeo.com to book a demo
2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field
3. Get 20% OFF

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SPONSORS: 

HawkSoft Agency Management System
Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. 

Ascend Check Out The Modern Insurance Payments Platform 
Book an Ascend demo at useascend.com/insuranceguys