Whether you are an insurance agent wanting to own an agency or an insurance agency owner you will need professional advice, capital, or both to continue growing. The BLP team has expertise and credentials in Insurance Agency Ownership, Franchising & Management. We can be recruited as your part-time CEO, CFO, CIO, or COO; or we can simply create the roadmap for you to effectively run, sell or restructure your agency.

Collectively we can serve:

BUSINESS CLASS 

  • Independent Insurance Agency.  
  • Franchise Insurance Agency. 
  • Managing General Agency. (MGA)
  • Insurance Company.
  • Single Professionals. (2-20 Agent, 2-15 Agent, 20-44 Agent, 4-40 CSR)

SERVICES PROVIDED 

  • Business Capital Loans.
  • Legal & Contract Review.
  • Licensing & Accreditations. 
  • Accounting & Bookkeeping. 
  • Enterprise Risk Management. 
  • Business Exit & Continuity Planning.
  • Agency Book of Business Valuations.
  • Independent Agency Startup Consulting. 
  • Cyber Risk Protection. (Includes ethical hacking)
  • Insurance Company Appointment Advisory.
  • Agency Technology Advisory & Development.
  • Sales Training & Certification (Independent Insurance Agents)
  • Revenue Cycle Management

The difficult is our daily routine. The impossible may takes us little longer.

Request a Free Business Analysis

Research indicates that poor planning is responsible for most business failures, according to the Small Business Administration (SBA) 80% of businesses fail within the first 5 years.

We can help you avoid that, by providing ongoing support and education for you and your business.

Contact us today!

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