ABOUT US
We help leading insurance brokerages maximize their value and achieve their business goals.
You shouldn't have to navigate complex business challenges all by yourself.
After working with thousands of insurance brokerages, we know it can feel frustrating when you're faced with a complex business problem and you're unsure what to do next. Whether you're trying to grow, perpetuate, value, sell, or raise capital for your business, the way forward isn't always clear.
No one knows the complexities of this industry better than we do.
With over 30 years of experience in insurance distribution, we've helped thousands of insurance brokerages—including many of the top 100 firms—grow their businesses, plan for long-term success, navigate a complex problem, raise capital, or value and sell their firm.
You’re an expert to your clients.
Let us be an expert to you.
The Reagan Advantage
HOW WE’RE DIFFERENT
START AT THE FINISH
We start by defining success with you. What do you want to achieve? What are your biggest obstacles? Once we know where you want to go, we’ll stay laser-focused on the goal.
DO WHAT’S BEST FOR YOU, NOT WHAT’S EASY FOR US
We are solutions-agnostic, meaning we don't try to force our clients down one path. Based on your specific situation, we’ll help you choose the best way forward and customize a holistic approach that meets your unique needs.
BRING IN THE A-TEAM
We’re big enough to attract some of the best talent in this business, and small enough that our partners engage on every project, lending their considerable expertise, experience, and perspective.
ALL IN GOOD FUN
Just because it’s work doesn’t mean it can’t be fun. We genuinely care for our clients and each other, and we absolutely love the work we do.
IN IT FOR THE LONG HAUL
There’s a reason we’ve built so many long-lasting client relationships. We go the extra mile to know your business from the inside out. When plans change, or you need to go from zero to sixty in a flash, we’re right there with you.
Powered by the best people and the sharpest minds in the industry.
OUR PEOPLE
Ready to take your insurance brokerage to the next level?
Almost forgot to mention—we’re also a thought leader in the insurance distribution industry.
OUR RESEARCH
Beyond our reputation for consulting and deal-making, we conduct the most practical, cutting-edge research in the industry. Read by top executives among agents and brokers, carriers, and financial institutions.
The Ultimate Industry Benchmark of the nation’s top independent agents and brokers. One executive calls it “The Insurance Industry Bible.”
The Best Practices Study
The Growth & Profitability Survey
The industry’s premier source of real-time quarterly data for insurance brokers. Many of the industry’s leading firms rely on this data each quarter to benchmark their results and assess their performance.
ReaganView & Reagan Quarterly
Packed with practical tips and insights, ReaganView is our occasional newsletter providing a seasoned perspective on issues, trends, and opportunities in the insurance distribution industry. The Reagan Quarterly is our quarterly update of the insurance distribution marketplace.