Perpetuate with Thoughtful Planning and a Strong Team

Perpetuate with Thoughtful Planning and a Strong Team

Succeeding a book of business is always a very delicate subject for an agency. How will the customer respond to change? Will the relationship be as strong with the new team? Is the agency at risk to an outside competitor capitalizing on the transition and stealing the client?

Horton believes that if managed the right way, change can be a benefit to all involved. As senior producers look to retire, an orderly transition give an agency owner peace of mind that the client will remain a client. This also provides an opportunity to introduce enhanced methods of servicing a customer that the prior producer may have not taken advantage of.

Horton’s experience with mergers in conjunction with our value proposition, clients often benefit significantly. After merging with Horton, clients often continue to work with the same account service team they have at your firm, with the added benefit of specialized services and industry focus that Horton provides.