About POSA Consulting, Inc.

Insurance agency aggregators have continued to purchase agencies generating great wealth for the selling owner. Many small independently owned and minority agencies have missed opportunities for participation in this consolidation. Often it is due to lack of preparedness. Preparing for an ownership event starts three to five years prior to the event itself.

POSA endeavors to assist agencies today for the events of tomorrow. An accurate financial reporting system is integral to visability into your agency’s health. A financially healthy agency is both profitable and prepared. Reconciled balance sheets, well managed cash, accurate and timely monthly closes are the backbone to a well managed agency.

POSA’s supported program path consists of a Four Stage Cycle that fosters financial success and can identify opportunities to upgrade and innovate your current agency management system. No matter what your end goal is our life cycle will assist you in achieving the financial health you need to weigh your opportunities.

Together we can co-create the best strategy for your future success. Contact us for a consultation.