ARE YOU An insurance BROKER LOOKING TO SELL YOUR BOOK OF BUSINESS? 

Most agents don't realize how much money they leave on the table when they forego an advisor in the buy or sell process. We have an easy 3-step process to help you hand your business off & 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. Then work with you to conduct a controlled auction where qualified buyers make offers.

STEP 3

As we lead you through the contracting process, we will be sure you get the best price for your book of business.

At CAAGS we are able to bring clarity to a confusing process. We understand the value of the business you have built, we know the legal implications & contractual provisions.


Creating opportunities & identifying strategic partnerships

We believe your time and focus are valuable resources better spent on your insureds and members. You shouldn't be landlocked by the concern and pressure to continually develop, refine, and manage your plan. 

We created CAAGS after years of experience in working with associations, administrators, agencies, and insurance carriers. All of these entities are involved in creating value for their clients, helping people solve problems and identifying benefits for participants which are second-to-none. To that end, CAAGS applies their extensive expertise to groups and helps them solve problems, create opportunities, expand services, maximize distribution, identify strategic partnerships and build world class marketing and sales platforms.