The Future of Insurance Industry Mergers & Acquisitions

Overview

Cost: Complimentary

Date: Wednesday, December 4, 2024

Time:  2pm ET | 11am PT

Editorial Webcast Sponsored by:

 

Private equity’s influence is driving new opportunities and challenges in distribution management. Are you ready to navigate the evolving landscape of insurance mergers and acquisitions? Join us for a comprehensive discussion tailored to help agents and brokers understand the latest trends shaping M&A in the insurance sector. Get ahead of the curve with insights that will help you align strategies and streamline processes for seamless transitions.

Key takeaways from the webcast will include:

  • Insightful analysis of current M&A trends impacting the insurance sector
  • Practical strategies to enhance distribution channel management during transitions
  • Best practices for preparing teams and streamlining processes for new ownership
  • Effective compliance approaches to minimize regulatory hurdles
  • Proven methods to safeguard data and optimize integrations during mergers

Register now to reserve your spot!

Register Now

Can’t attend? Register here for an on-demand recording after the webcast.

Featured Speakers:

Alison Meyer | Group Product Manager | AgentSync

Alison Meyer is an experienced technology leader who heads up the Product Management team for industry leading Distribution Channel Management technology provider, AgentSync. With a distinguished background in engineering, technical delivery and product management, Alison’s focus is to build software that enables insurers to grow distribution, get more out of their data, and enable producers to be ready-to-sell quickly, and without disruption. She also has direct experience helping organizations navigate new M&A.
Timothy J. Cunningham | Managing Director | OPTIS Partners

Mr. Cunningham has over forty years experience as a senior practitioner with insurance industry focused consulting firms and as a principal with a privately owned insurance broker. Prior to founding OPTIS Partners, LLC in 2002, he was a principal with IMCG from 1996 to 2002 and a principal with Hales & Associates from 1987 through 1996. Throughout his consulting career, Mr. Cunningham has provided a broad range of professional services focusing on fair market valuations, mergers and acquisitions, strategic business planning, litigation support and expert witness testimony, ownership perpetuation planning and compensation related matters. Mr. Cunningham is managing Director of OPTIS Partners.