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Mergers & Acquisitions

Why Join Forest Agency?

Our model for growth extends services to independent agents, producers and their clients for growth and a better business lifestyle. See why people say we are just a nice agency to do business with. You can trust that your accounts and back-office requirements are handled by our experienced staff–allowing you to take more time off or sell even more! We have a clear vision for growth and how to take care of our clients, employees and companies, which bring secure benefits to the producer or agency owner.

Financial strength, stability, and commitment to agent and client

Forest Agency has been in business since 1957. Its financial stability and commitment to agents and clients continues after almost 60 years. Forest Agency offers you and your clients a strong, educated service staff, access to many companies and exceptional automation resources for agency and client management, book access, and comparative quoting resources that can be accessed from the location of your choice.

Increased market access, business growth and agent support

As a member of Forest Agency, your firm will be able to increase agency volume through access to many carrier contracts. If you don’t see a specific company on our list, we may be able to work with them. Companies appreciate our professionalism, automation and stability. Chances are that we can add your preferred company to our portfolio. We also work with many specialized markets. We are willing to add any target classes of business that you might need.

Our personal lines, commercial lines and aviation staff can help with your business placement and transfer of business.

Keep your local identity

Using automation and the internet, we can help you maintain your local identity no matter where you are located.

Join Our Agency

Forest Agency has always offered attractive opportunities for Producers, Agents and Agencies to be a part of our team. Relieve the pressure of having to meet insurance company minimums, requirements, obligations and back-office responsibilities of office and automation management, accounting and employee management.

By joining Forest Agency, you’ll benefit from a skilled office staff and autonomy. This means you can focus on growing your business, while leveraging the support of an established agency—or take more time off.

If you desire a perpetuation plan (for death or disability) for your agency, Forest Agency can provide one. (See our Agency Valuation page.)

Our ideal agent has:

  • Minimum commissions of $15,000
  • Focus on property, casualty and or employee benefits
  • Matching, or desirable new companies
  • A matching or unique niche in the marketplace

We offer experience in merging or purchasing your agency with attractive cash offers with earn-out options.

Want more information? Contact Dan Browne or Cathy Hall today: (708) 383-9000.

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