The Bridge^®: Insurance Industry Knowledge

Expansion: 5 Keys to Insurance M&A

To navigate the current political landscape and potential expiration of the Tax Cuts and Jobs Act (TCJA) successfully, insurance companies should consider five key factors recently discussed in one of our webinars: pro-forma EBITDA, financial performance, the role of audits, calculation of multiples, and non-financial factors.

Fraud Gets Smarter: Level Up Your Defenses

Fraud attempts on businesses of all sizes are on the rise. According to the latest Association of Certified Fraud Examiners (ACFE^®) Occupational Fraud Report, organizations lose 5% of revenue to fraud each year with an average loss per case of $1.7MM. However, you can take action now to remain vigilant and protect your company.

Using AI to Secure Your Agency’s Future

In today’s competitive market, successful agency owners like you understand that efficiency is key. Manual tasks can slow you down and long processing times can leave your clients feeling frustrated. And if you’re unable to meet their needs quick enough, they’re likely to move on to your competitors. With a wide array of solutions, where do you begin?