Turnkey Agency Development

Leverage our expertise to form your insurance agency.

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Turnkey Agency Development:

Helping Non-Insurance Entities Deliver Added Value


Our expertise in the independent insurance agency sector has positioned INEX Capital & Growth Advisors to help others outside the industry establish agencies. Those who have never been involved in the insurance business seek our assistance to develop an evergreen source of revenue and provide clients and members with added-value benefits.

We provide banks and industry associations with turnkey agency formation, including the following.

  • Insurance Carrier Partnerships
    Walk through the doors we open for you.
  • Agency Automation System
    Operate efficiently with best-in-class technology.
  • Employee Job Descriptions
    Know whom and what skills you need for which roles.
  • Personnel Recruitment & Outsourcing
    Target talent for revenue-facing activities; go virtual for client servicing and back-office activities
  • HR Management
    Manage staffing needs as you grow.
  • Financial & Accounting Consulting
    Establish the proper practices for the unique accounting and operational aspects of insurance agencies.

Moving Your Vision Forward

As your partner, we ask what you see in your future and help you make it happen. This involves discussing your succession plans – whether internal or external – and together determining what path is right for you and your agency. We will take a deep dive into your agency and business best practices and KPIs to measure results and determine how we can help improve your operation. Our objective is to optimize the value of your agency for greater financial rewards today and when you are ready to sell.

From business strategy to customer experience and go-to-market readiness, INEX plans, designs, and delivers transformative solutions.