About Us - Stuart Ganis Consulting

How We Came to Be

Stuart Ganis started his career as a producer in 1989 and later co-founded an independent insurance agency with his wife Mary, which grew to 20 million in premium volume within 3.5 years. After being approached by a potential buyer, Ganis realized that there were no industry resources available to smaller agencies that larger agencies have leveraged for decades. After the agency’s sale, Ganis launched a consulting firm serving local insurance agents in the areas of sales, marketing, operations, and M&A advisory services with emphasis on seller representation.

What We Do

Over 1,000 insurance agency owners have attended Ganis' Agency Growth Academy, which challenges Agency Principals to review every facet of their business, including:

People, sales, and service processes
Marketing strategy
Retention and cross-sell best practices
Metrics, culture, and most importantly, themselves

Since 2007, Stuart Ganis, Consulting has participated in over 70 M&A transactions and can help you navigate the sale or value of your agency. We can get you the best price and terms by working with qualified buyers throughout the country.

We frequently speak at industry events and have been featured in several publications, including Leads Council, Property Casualty 360, Insurance Journal, and many others.

Contact us today for a free consultation about insurance agency coaching, management, leadership, or buying and selling insurance agencies.

Our Mission

We formed Stuart Ganis, Consulting to help insurance agencies, call centers, and other insurance distribution channels in sales, marketing, operations, and M&A Advisory. We offer advisory services to technology vendors within the insurance space to:

Firm up messaging
Train sales teams on how to communicate with the insurance industry
Refine their product offerings to all insurance distribution channels

Improve Your Market Position with Our Comprehensive Services

At Stuart Ganis, Consulting, we sell Insurance Agencies, Books of Business, prepare valuations, and offer consultation services to independent agencies, carriers, and technology vendors serving the insurance industry.

Here's how we can help you:

Insurance Agency Coaching, Training, and Consulting

Our training is designed for agency owners first, and then the staff follows so everyone hears the same core principles, terminology, and delivery. We provide:

Virtual or in-person coaching for agency owners
Onsite consulting, sales training, workflow evaluation, and written recommendations
Agency financial reviews
Sales and motivational training for all staff members and management
Benchmark service
Implementing Agency Management Systems and converting agencies to a paperless environment
Customer service, sales, and software training
Cross-sell training for agents and CSR's

We also assist technology companies and carriers by providing services such as:

Consulting for technology companies that serve the insurance vertical
Training for sales teams, marketing and account management team
Develop marketing messaging and navigate social, industry publications, conferences, and other avenues to penetrate local insurance agencies
Carrier training and consulting for agent base, call centers, and other distribution channels
Find, convert and retain more clients for less cost

Full Seller Representation

We can help your agency find qualified buyers and fetch the top dollars through:

Agency valuation and pricing
Locating qualified buyers with funding
Negotiation and deal structure
Letters of Intent, purchase agreement, and closing

In most cases, we charge no fees unless the agency is sold.