Selling Your Insurance Portfolio
Is the time coming to move on from your role in Insurance Broking and sell your book, or is it time to step back and not be the person who looks after everything?
We understand that the market in Australia has changed, with not just the regulatory issues, but also with ongoing staffing issues and businesses needing to upgrade their technologies to stay competitive with other brokers in your market and direct insurers. We know these changes and disruptions are not for everyone and nobody wants to go through the pain of learning a new system to meet the new compliance regulations. What was straightforward and fulfilling work has become an uphill battle for a lot of people out there in the broking industry.
Bluewell Insurance Brokers have solutions to help you transition out of the market to get you to a point where you can retire, semi-retire or go out on that other project you have in mind, but you can still be partially involved in the business. You tell us what your vision is for your business, and we will help to work with you to make that happen.
We have multiple options available such as, but not limited to:
- 90 day transfers to completely sell your book and walk away.
- 1 year transfers with 80% up front and a 20% adjustment after 1 year.
- Book and staff management services, so you can step back and have everything looked after.
- Partial book and staff management services, so you can step back and look after your key clients and step away from the rest of your book.
- Open to discussion, get in touch.
We are more than happy to work with your current staff to make sure they are taken care of after you choose the path you wish to take.
Call Dale Mackney today on 1300 669 664 to see if we can work with you to meet the goals you have for your future or contact us via our online form below.