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BENEFITS FOR AGENCY OWNERS

TRICOR Insurance has a vast appetite for high-quality agencies that are looking for access to tools and resources to grow. We’re achieving our merger and acquisition goals by targeting the most promising opportunities, where a combination of culture, product, and service coexists. Agency owners can expect:

  • Flexible partner agreements including the ability to continue to grow your equity
  • Gain the ability to retain local ownership while at the same time reallocating some of your assets at a time when valuations are high
  • A dedicated integrations team that supports your agency’s onboarding

 

 

WHY AGENCY OWNERS CHOOSE US

  • A leadership team that values results, employee engagement, and local community support
  • Access to agency shared services: information technology, accounting, licensing & contracting, reporting & data analytics, human resources including benefits administration, marketing, and more
  • Access to resources such as safety and human resources consulting
  • State-of-the-art technology platforms & data analytics such as Salesforce, Indio, and more
  • A strong focus on financial strength, backed by JC Flowers, a robust private equity capital group with strong ties to investing and growing businesses in the Midwest, supports our future growth
  • A career focused on learning and development for both sales and service teams
  • A culture dedicated to giving our clients a best-in-class experience

Want to Learn More?
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PROVEN PARTNERSHIPS

HEAR WHAT AGENCIES HAVE TO SAY

My brother and I were partners for 20 years after purchasing an agency owned by our father. I am in my early 50s, and my brother, in his mid-50s, wanted to continue to grow our equity and our agency while at the same time reallocating some of our assets. My role is selling commercial insurance. I have seen a substantial benefit for existing and new clients with access to additional value-added services such as safety consulting for our agency. In addition, I have been able to write more by having access to expanded markets and agency services available through TRICOR.

— Dan Lewison
Don-Rick Insurance

AGENCIES THAT HAVE JOINED TRICOR

 

DON-RICK AGENCY
TOFSON AGENCY
WESTLAND INSURANCE AGENCY
BOYD CONSULTING GROUP
AFFILIATED INSURANCE AGENCY
BROWN & WEBER INSURANCE AGENCY
HARMS INSURANCE GROUP

AN INSURANCE
PARTNER
YOU CAN
TRUST

An Insurance Partner You Can Trust, TRICOR INSURANCE

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