What if you could grow your insurance agency through acquisitions without losing the culture and personal service that made it successful?
In the newest episode of Insurance Shoptalk, Eric Stein talks with Mark Duffy of Duffy Insurance about how his family-owned agency has grown to approximately 80 employees across 12 locations while remaining independent and focused on personal relationships. Mark shares what he looks for when evaluating acquisitions, why cultural fit matters, and the lessons he has learned integrating new agencies, employees, technology, and processes. The discussion also explores why agency owners choose to sell, recruiting and training through Duffy Insurance University, and how AI, automation, and offshore support can reduce administrative work while allowing employees to spend more time serving customers.
