Economic Assessment of Your Bank's Insurance Opportunities
identify
best insurance market opportunities
plan business strategies accordingly
projects revenue and income
assists in determining which forms of market entry will be most profitable specific
institution
Insurance Agency Appraisals
bank clients considering the purchase of an
agency
independent agencies considering acquisition or merger with another agency
buy-sell agreements among owners of an agency
estate valuation purposes
Due Diligence
due diligence analyses of
insurance marketers and underwriters and their products and services
Strategic Planning
Implementation
move quickly from strategic planning to the launch phase of
bank insurance programs
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