ARE YOU An insurance BROKER LOOKING TO BUY or SELL a BOOK OF BUSINESS?
Most agents don’t realize how much money they leave on the table when they forego an advisor in the transaction process. At CAAGS, we bring clarity to a confusing process, understanding the value of the business you have built as well as legal implications and contractual provisions. We have an easy, three-step process to help you hand your business off and retire early.
STEP ONE
We meet with you to understand your agency and your book of business.
STEP TWO
We create a list of prospective buyers and find the best fit, and work with you to conduct a controlled auction where qualified buyers make offers.
STEP THREE
We ensure you receive the best price for your book of business as we lead you through the contracting process.
What we do
CAAGS was established in 2010 after years of experience in working with associations, administrators, agencies, and insurance carriers. We believe your time and focus are valuable resources better spent on your insureds and members, rather than concerns and pressures to continually develop, refine, and manage your plan. To that end, we apply our extensive expertise to groups and help them solve problems, create opportunities, expand services, maximize distribution, identify strategic partnerships, and build world-class marketing and sales platforms.
Testimonials
“We are indebted to Ed Miltenberger and his team at CAAGS. He led us through this process, and we could not be more delighted in the results. We heartily recommend him to other agencies in Louisiana who are thinking through their options.”
Mike and Tim Waguespack, Waguespack and Associates Insurance, Inc., Gonzales, LA
“Special thanks to our consultant, Ed Miltenberger, who guided us through this process. We are pleased not only with the price of our agency, but also the buyer, who is a great fit for our organization. Ed exceeded our expectations, and I am happy to commend him to other agencies.”
Hal Graves, D. R. McGehee Insurance Agency, Meadville, MS
“This was the perfect opportunity and ideal timing to transition our deeply valued clients. I thank Ed Miltenberger who advised us through the process, and I am certain we have a better result because of his work.”
Holly Myers, Pediatrics Insurance Consultants, Inc., Chicago, IL
