A research library for brokerage operators.
Analysis, guides, and essays on how insurance brokerages grow revenue, reduce operating drag, and prepare for or operate after a transaction. Written for owners, operators, and the people running the renewal motion — not a casual blog.
Four areas we write about.
How high-performing brokerages run renewals, submissions, service, and producer workflows — and where the operating drag accumulates.
- —The true cost of a manual renewal
- —Standardizing service across acquired agencies
- —Where producer time actually goes
What private-equity buyers and operators look for in brokerage diligence, and how operational quality shows up in the multiple.
- —What buyers discount in diligence
- —Operating metrics that move valuation
- —Reducing key-person dependence
Practical, grounded analysis of where AI helps brokerage workflows today — and where it does not.
- —AI for submission and renewal review
- —Keeping outputs cited and auditable
- —Adoption without disrupting producers
Coverage, placement, and operating considerations specific to specialty lines and the excess & surplus market.
- —Comparing E&S forms and endorsements
- —Appetite mapping across specialty carriers
- —Compliance documentation for E&S
New research is published to private-beta partners first.
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