State of Insurance in the M&A Marketplace

What’s really happening in today’s insurance M&A market and how should agency owners respond?

In this webinar, Carey Wallace, Founder of AgencyFocus, explores the shifting dynamics shaping agency valuations, buyer behavior, and ownership transitions in the independent insurance space.

You’ll gain clarity on how market conditions, interest rates, and demographic trends are influencing deals — and what agency leaders can do to stay positioned for success whether they plan to buy, sell, or hold.

In this session, you’ll learn:
✅ What’s driving the current M&A activity across the insurance industry
✅ The impact of interest rates, talent shortages, and the hard market on valuation multiples
✅ How agencies are evolving — from automation to remote teams and niche specialization
✅ Why data-driven decision making is key to long-term profitability
✅ What buyers and sellers are prioritizing in 2025

Key Topics Covered:
M&A marketplace trends and deal volume
Market pressures: interest rates, customer expectations, and technology
Workforce shifts: aging leadership and the “Silver Tsunami”
Agency response strategies: retention, automation, and network alignment

The growing role of AI and machine learning in agency operations