looking to learn from US insurance brokerage acquirers
I’m looking to connect with people who have successfully acquired an insurance brokerage in the US, ideally one with a predominantly commercial lines book of business.
My interest is specifically in understanding how AI can be used to modernize brokerage operations, improve producer productivity, streamline servicing and placement workflows, and create a competitive advantage post-acquisition.
If you’ve acquired a brokerage and have experience applying technology / AI to the business, I’d love to hear about what worked, what didn’t, and where you see the biggest opportunities.
I'd be very grateful for a conversation. Please comment or DM if you're open to connecting.