A buyer has an hour before the board meets and needs to know whether the numbers in the deal folder support the acquisition. See how InsurCore turns the findings, book analysis and deal assumptions into one Deal Pack.
Video
Before the Board: Insurance Agency Acquisition Due Diligence
Follow a buyer and his advisor through the acquisition of a fictional agency, Pellbrook Insurance Group. InsurCore brings the due diligence findings, the analysis of the book and the deal assumptions together in one Deal Pack for the board, and raises the question the integration team will ask next: what it will take to move that book into the buyer's system.
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This video is part of our insurance agency acquisition due diligence service. Read how it works, what you get, and the questions buyers ask most.
Insurance Agency Acquisition Due DiligenceWhether you need overflow capacity for one acquisition or a repeatable conversion partner across an active pipeline, we'll help you define the scope, inspect the source data, and build a practical path into Applied Epic.
Built for insurance agencies, brokerages, aggregators, and acquisition teams that need experienced conversion capacity without building another internal department.