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Creating a lasting legacy.

Creating a lasting legacy through collaboration.

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A Collaboration with The Burgess Group will drive additional expertise, support, resources, while continuing on the exceptional service your clients have come to know and expect.

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As an agency owner, we know you have worked hard to establish a lasting impact and reputation within your community. We also know that you may be considering your lasting legacy. We know that when that time comes, you want to work with an experienced partner to carry on your successes and legacy within your community and well into the future.

At the Burgess Group, our team of experts have decades of experience when it comes to insurance and financial services. We know that collaborating with us will continue the lasting success of your agency and its unique services in your community.

As a trusted partner, we understand that planning for succession of your agency can be an emotional and complex transition. At Burgess, we are committed to make a transition as worry free as possible. We will work with you to create a plan that looks at your goals, along with your firms needs, to develop support and the resources needed for a seamless transition. We want to build a plan that carries on your hard work and lasting commitment to your business, team, and clients.

Collaboration and Partnership is not always easy, but rest assured The Burgess Group is a trusted and award-winning firm. Over the years our partnerships have been successful due to our transparency, commitment to our core fundamentals, and strong reputation of honesty. When looking to partner with another firm to carry on your legacy, we are committed to both integrity and compassion.

The Burgess Group, a locally owned and family operated firm, knows you care about a culture of putting clients and employees first and foremost. You may ask about your employees during this time of transition. We have the tools and resources needed as our team grows and strives for success. As our firm grows, we want our employees to grow with us through career advancement opportunities. The Burgess Group offers a strong compensation plan that includes bonus, commission, retirement plan, vacation, and sick time, along with advanced technology to make our teams jobs easier.

Is now the time to consider selling your insurance agency? Talk to The Burgess Group for a fair and competitive offer, with a team of professionals excelling in a strong reputation of honesty, commitment to core values, along with a well-established team to support you and your employees through a seamless transition. It would be our honor and privilege to discuss your options further.

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Fill out our form to request more information and we’ll be in touch to discuss your options further.

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