Innovative Strategies

For greater insurance agency value, growth, and
success. We’ll guide you through what’s next.

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Thoughtful planning must be at your agency’s foundation, serving as the roadmap on how to structure, run, and grow your business.

Planning can make an immense difference in what the future holds for you and your agency.




A clearly defined agency strategy gives you the guidelines and structure to develop your business or growth plan and achieve your goals. Prioritizing specific efforts and initiatives enables you to bring your unique advantages to clients.





Generate the operational performance of which your agency is capable. Build and execute a perpetuation plan for your organization. Acquire another agency. Develop a complementary line of business. We will help facilitate organizational execution and bring your long-term business objectives to fruition.

Building the Future Together

INEX is a multi-disciplinary firm providing management consulting to insurance agency owners throughout the United States. Our firm is comprised of senior principals who are thought leaders and agency experts in several areas – from insurance agency valuations to organizational structural analysis, strategic planning, staff and leadership development, financial analysis and operational improvements, cost containment, due diligence, mergers and acquisitions (M&As), and deal management.

We know insurance agencies inside and out, having owned and operated agencies and participated in nearly 500 M&As over the past four decades. Professional staff designations include Chartered Property & Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), and Certified Commercial Investment Member (CCIM), as well as a variety of insurance and advisory licenses throughout the United States.

Whether you want to start or buy an agency, already own one and want more profitable growth, or are ready to sell, contact the experienced principals at INEX.

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.

Additional Services

INEX offers associations and financial institutions looking to provide insurance to their members or clients turnkey agency formation services.

We also provide expert witness services and insurance coverage and risk consulting in litigation cases.

In addition, we provide independent insurance agencies with direct services that include client servicing and back-office operations.