Decisions a C-Suite would make for Commercial Property & Casualty Brokerages
Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.
15 guides for Commercial Property & Casualty Brokerages of 1,000
Buying an Insurance Book of Business: SBA 7(a) vs Revenue-Based Financing
How to finance an insurance agency book acquisition, from carrier appointment risk to why contingent commissions shouldn't fund debt service.
Ironclad vs LinkSquares for a P&C Insurance Brokerage
Ironclad vs LinkSquares for commercial property & casualty brokerages, covering carrier appointments, producer agreements, and MGA contracts.
Diligent vs BoardPro for Agencies Reassigning Carrier Appointments
Every acquisition means reassigning carrier appointments with documented signing authority. Compare Diligent and BoardPro for P&C agency boards.
Bizee vs Doola for a Commercial P&C Insurance Agency
Why a commercial insurance agency's entity has to carry its own producer license, and how carrier appointments change if you restructure.
Vouch or Embroker for Your Own P&C Brokerage's Coverage
The insurance most commercial P&C brokerages skip for themselves, and how Vouch and Embroker compare for agents E&O, trust funds and cyber.
Banking a Commercial P&C Insurance Agency's Premium Trust
Premium trust funds and commission income are legally separate. See how Mercury and Relay fit a commercial property and casualty brokerage's setup.
Pulley vs. Carta: Agency Equity Is Not Book Ownership
Producers are often promised ownership of their book, which the agency also claims as its own asset. See what Pulley and Carta actually record.
Deel vs Remote for Offshore Policy Servicing Teams
How commercial property and casualty brokerages should compare Deel and Remote for offshore policy servicing, certificates, and policy checking staff.
Justworks vs TriNet for Commercial P&C Insurance Brokerages
Answers to what commercial property and casualty brokerages ask when comparing Justworks and TriNet, covering licensed producers and hybrid commission pay.
Fractional CFO vs Controller for a Commercial P&C Brokerage
A worked example shows commercial property and casualty brokerages how commission timing and contingent income decide between a fractional CFO and a controller.
Financing Growth at a Commercial P&C Brokerage
Renewal commissions give a brokerage genuinely recurring revenue. See how that changes the venture debt vs RBF decision, and what agency perpetuation needs.
Carta vs Forge When Carrier Appointments Follow the License, Not the Shares
A checklist for a founding producer-partner's equity buyout in a P&C brokerage, and why carrier appointments complicate Carta or Forge either way.
Hunt Club vs Bolster for Commercial P&C Brokerages
Agency perpetuation planning shapes this search more than most owners expect going in. See how Hunt Club compares with Bolster's marketplace here.
Selling a Commercial P&C Insurance Agency: Not Acquire.com
Acquire.com and Flippa don't list insurance agencies. Here's how a commercial property and casualty brokerage actually sells, and what buyers check first.
Optery vs DeleteMe for the Producer on the State Lookup
State insurance departments publish every producer's license status. How commercial property and casualty agencies should approach removal.