Insurance Refocused

#45 - Beginners Guide to Acquisitions w/ Rob Bowen

December 05, 2023 Lindsay & Carey Wallace Episode 45
Insurance Refocused
#45 - Beginners Guide to Acquisitions w/ Rob Bowen
Show Notes

In this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before considering acquisitions, the red flags to look out for when evaluating potential agencies to buy, and the challenges of integrating paper-based agencies into a technology-driven environment.


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