The Back Office
Your Legacy, Secured.
A specialized acquisition program for retiring insurance agents. We buy books of business, ensuring your clients are cared for and your legacy is preserved.
Why Sell to FHI?
Client-First Transition
We prioritize your clients' continuity of care above all else.
Fair Valuation
Competitive multiples based on retention and portfolio health.
Defined Process
A transparent Standard Operating Procedure (SOP) for transfer.
Our Commitment
Your book of business represents years of hard work and genuine relationships. We don't take that lightly. When you transfer your clients to Foulds Health Insurance Agency, you're ensuring they continue to receive the personalized, integrity-driven service they deserve.
Seamless Integration
We utilize dedicated support staff to integrate your clients into our system without disruption. They'll continue to receive annual reviews, help with claims, and the expert guidance they've come to expect from you.
Real-Time Portal Access
Powered by AgencyBloc, our premium AMS+, you get secure internet access to your own agent portal. Stay connected with live updates on your book, verify client meetings, and track your monthly commission payouts and reconciliations with total transparency.
Acquisition Process
Discovery
Initial consultation to understand your book.
Valuation
We review data and provide a fair offer.
Transfer
Systematic transfer of carriers & clients.
Retirement
You transition out with peace of mind.
Transparent Valuation
Our commission splits are heavily weighted in your favor, not ours.
Retention Impact
See how retention affects your long-term earnings.
Why this matters
Higher retention means more commission for you. By reducing attrition, we ensure your book of business maintains its value, maximizing your annual payouts.
Ready to discuss your legacy?
Confidential. Professional. Fair. Let's start the conversation.
Contact Us Today