Webinar Summary 2018 proved to be the most active year for M&A in the history of the industry and 2019 shows no signs of slowing down. This webinar will identify the three primary drivers of this M&A tsunami and will also address how independent agencies can get into the M&A game as a buyer to supplement their own organic growth. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership...
This inside look into the front lines of a historic cyber-attack is provided by the Cyber COPE® Insurance Certification℠ instructional team. It offers a preview of the content and faculty access available to insurance professionals who engage in this premier designation program. Webinar Summary In May 2014, the U.S. Department of Justice (USDOJ) announced indictments against five Chinese military officials, accusing them of hacking and economic espionage operations. The charges allege that as officers in...
Webinar Summary The brokerage industry continues to place great value on specialty risk management knowledge. In this session, we’ll explore how agents and brokers are moving along the specialization continuum and where specialization in our industry is headed. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Brian Deitz | Partner Reagan Consulting Garrett Droege | Executive Director and CEO TechAssure Association, Inc. Duration One hour...
Webinar Summary There are many metrics related to your business. In this session we will discuss the key metrics that you should measure and monitor on regular basis to gauge the health of your agency. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Harrison Brooks | Partner Reagan Consulting Duration One hour Tuition Webinars are offered free of charge to Chubb agents and brokers and...
Webinar Summary More agencies than ever before are exploring the use of outside debt as a way to fund events that are commonplace in an agency’s life cycle: redeeming a large shareholder, financing new shareholder stock purchases, acquiring an agency, or buying an office building. We will explore why and how your insurance agency should consider raising debt capital to fuel growth and ensure the successful perpetuation of your agency! Audience This webinar is designed...
Webinar Summary Coming off extremely hot activity in 2018, 2019 proved to be another wave year for M&A. This webinar will identify the primary drivers of this long M&A tsunami, provide a look into what 2020 may hold, and distill what this information means for independent agencies who are interested in selling or buying to supplement their own organic growth. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership...
Webinar Summary Understanding the latest developments and recent trends in class action suits alleging that retirement plans and their participants are paying excessive fees and being offered underperforming investment options. It began with class actions filed against large publicly traded companies that sponsored multi-billion dollar 401(k) retirement plans. Over the years, these claims evolved to target financial institutions that utilized their own products in their plans and even private universities that sponsored 403(b) plans. Now,...
Webinar Summary Agencies experiencing the highest returns to shareholders have a hybrid growth strategy (i.e. organic growth and acquisition). Acquisition opportunities abound in the agency universe with over 35,000 independent agencies in the US – both large and small. In a highly competitive and consolidating brokerage landscape how can your agency compete on acquisitions? Where can you find them? How can you attract them? How do you finance and structure the deal? Depending on the...
Webinar Summary Tracking, monitoring and understanding performance metrics are critical to an agency operating at its full potential. Historically, presentations on this topic are very high level. However, in this session will dig into several key performance metrics, including how they are calculated, how often they should be calculated, what they mean and the levels achieved by the industry’s top performers. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency...
Webinar Summary Remarkably, even amid the challenges of 2020, insurance broker M&A activity outpaced 2019’s record-shattering results. What will 2021 bring as the U.S continues to battle a pandemic and a new administration assumes the Presidency with majorities in both the Senate and House of Representatives? This webinar will unravel the 2020 M&A results and set the stage for 2021. Will organic growth remain positive? Will the economy continue its current pace? How will anticipation...
Webinar Summary How has the market evolved over the past year and how has that affected insurance M&A? Join Brian McNeely from Reagan Consulting as he discusses all things M&A, providing an overview of the current market, how valuations are trending, who the buyers are, and what the benefits and pitfalls may be for agencies looking to buy or sell. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership...
Webinar Summary 2021 will go down in the record books as a year like no other in terms of agent and broker M&A. More deals were done last year than any other year in our industry’s history – in the midst of a pandemic! The universe of buyers stands at an all-time high, as do agency valuations. Although private equity buyers dominated the buyer landscape in 2021, publicly-traded brokers had a great acquisition year and...
Webinar Summary It is no secret that the M&A market for agents and brokers remains frothy. In addition, the competitive pressures in the market continue to accelerate. As a result, all agency principals are being forced to at least acknowledge the M&A opportunities that exist and consider whether to continue as an independent or pursue another strategy. In this session, Brian McNeely from Reagan Consulting will explore how those leaders can position themselves for continued...
Webinar Summary A good internal perpetuation plan not only gives you the opportunity to remain privately held, but it is also your best recipe for maximizing value in any scenario. In this webinar, we’ll talk about how leading firms are investing in growth, retaining talent and pursuing specialization in order to drive value creation. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Brian Deitz |...
Webinar Summary In this session, Brian McNeely, partner of Reagan Consulting, will review developments observed in the industry during 2023 and provide insights into what to expect in 2024. The presentation will delve into the trends that are expected to drive growth and innovation in the industry in 2024 and Brian will provide analysis and predictions to help firms prepare for the future. Audience This webinar is designed for a Chubb Agent and Broker audience,...
Janet Ayers
Learning Coordinator
agency_education@chubb.com
phone: 908.903.4520
© 2024 Chubb Agency Education. All rights reserved.
