Agency Consulting Group

What Agency Consulting Group does

Agency Consulting Group, Inc. is a privately held insurance agency consulting firm founded in 1985 and headquartered in Cherry Hill, New Jersey. The firm serves independent insurance agencies nationwide with a portfolio of consulting services spanning agency valuation, strategic and tactical planning, succession and perpetuation planning, merger and acquisition advisory, producer compensation design, and expert witness support. Its primary customer segment is independent insurance agencies ranging from sub-$1M to $10M+ in revenue, seeking growth, profitability improvement, ownership transition guidance, and operational benchmarking.

The company's core technology asset is a proprietary benchmarking database built on agency operating data collected continuously since 1987 and fully automated via secure internet servers in 2003. The database organizes agencies into composite groups by revenue size (under $1M, $1-2M, $2-3M, over $3M) and by state, enabling peer comparisons on revenues, expenses, productivity, and balance sheet liquidity ratios. ACG also sells a suite of standalone products including Agency Budgeter, Agency Valuer, Fair Share Contingency Distribution Program, Producer Validation, and Referral Tree, and publishes The Pipeline monthly newsletter (circulating since 1987).

ACG operates a hybrid go-to-market combining direct consulting engagements (on-site and remote), association-delivered seminars (including IIAA-certified Best Practices Programs), self-service digital benchmarking tools, and a $60/year newsletter subscription. The firm is led by President Al Diamond and has served thousands of agencies across every U.S. state over nearly four decades.

Name

Agency Consulting Group

Legal name

Agency Consulting Group, Inc.

Website

https://agencyconsulting.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Agency Consulting Group is a privately held Cherry Hill, NJ consulting firm founded in 1985 that provides valuation, benchmarking, strategic planning, and succession advisory services exclusively to independent U.S. insurance agencies, leveraging a proprietary composite-group database built since 1987.

Ownership category

akta.pro rank

Product category

Insurance Agency Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Insurance agency consulting
• Agency valuation services
• Agency benchmarking
• Succession planning
• Insurance agency operations

Headquarters

HQ city

Cherry Hill

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Newsletter Subscription (The Pipeline): Monthly newsletter subscription for agency principals covering agency management topics. Published since 1987, circulates to agents, association executives, and insurance company personnel nationwide. Delivered via email for $60/year.
2. Quick Analysis Reports: Low-cost analysis service ($25 via PayPal) that compares agency performance against Composite Groups and identifies Exceptional or Aberrant performance areas, including Balance Sheet Liquidity Ratios.
3. Consulting Services: Professional consulting engagements including agency analysis, valuation, strategic planning, succession planning, compensation program design, and merger/acquisition advisory. Services provided on-site and remotely.
4. Seminars and Training: Association seminars on topics including Acquisitions, Agency Survival Strategies, Asset Protection Model, Best Practices, Perpetuation & Succession Planning, Marketing Campaigns, Producer Acquisition, Quality Management, and Time Management.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Agency Consulting Group provides consulting, valuation, benchmarking, and operational advisory services exclusively to independent insurance agencies in the U.S. Its offerings include on-site agency analysis, agency valuation for buying/selling, perpetuation and succession planning, producer compensation program design, merger and acquisition advisory, and access to a proprietary benchmarking database that compares an agency's financial performance against composite groups by size and state.

Product overview

Agency Consulting Group offers a suite of consulting products and services for the insurance agency industry. The core products include Agency Budgeter (budgeting tool), Agency Valuer (appraisal/valuation tool), and The Pipeline (monthly newsletter). These are complemented by add-on modules including Balance Sheet Liquidity (financial analysis), Fair Share Contingency Distribution Program (income distribution), Producer Validation (producer management), and Referral Tree (referral tracking). The company also provides a wide range of consulting services including Agency Analysis, Agency Valuation, Asset Protection Model of Relationship Selling, Incentive Compensation Programs, Merger/Acquisitions/Divestitures, Perpetuation and Succession Planning, Producer Compensation, Strategic Planning, Workflow Management, Expert Witness Services, Clustering, and Virtual Insurance Agency. The company operates nationwide providing agency valuation and consulting services for insurance agencies.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency Budgeter A budgeting tool designed for insurance agencies to create and manage financial budgets and track performance against projections.
• Agency Valuer A valuation tool for appraising insurance agencies, providing fair market valuations for succession, sale, or acquisition purposes.
• Balance Sheet Liquidity A liquidity analysis and audit tool that helps insurance agencies assess their financial health through balance sheet ratios.
• Fair Share Contingency Distribution Program A program for fairly distributing contingency income among agency components and team members.
• Producer Validation A producer validation and management program to evaluate and manage insurance producer performance.
• Referral Tree A referral program tool designed to help agencies generate and track business referrals.
• The Pipeline A national monthly newsletter for agency principals dedicated to agency management topics, published since 1987 and circulated to agents, association executives, and insurance company personnel nationwide.
• Agency Analysis Consulting On-site and remote consulting engagements examining insurance agency operations to identify areas for cost control, growth, and profitability improvement using methodologies like GPP Analysis.
• Agency Valuation Consulting Professional agency appraisals and valuation consulting services for insurance agencies navigating succession, sale, acquisition, or litigation purposes.
• Incentive Compensation Programs Design and implementation of producer and staff incentive compensation programs tailored to insurance agency operations.
• Merger, Acquisitions & Divestitures Advisory Advisory services for insurance agency mergers, acquisitions, and divestitures, including valuation, negotiation, and deal structuring support.
• Perpetuation and Succession Planning Perpetuation and succession planning consulting to help insurance agency owners transition ownership, develop successors, and preserve agency value.
• Strategic Planning Strategic and tactical planning engagements to help insurance agencies set direction, define priorities, and execute growth initiatives.
• Expert Witness Services Expert witness and litigation support services related to insurance agency valuations and operational disputes.
• Benchmarking Services Free benchmarking database access and paid Quick Analysis reports comparing agency financial performance against state and national composite groups by size.
• Association Seminars and Training Educational seminars on topics including acquisitions, agency survival strategies, asset protection, best practices, perpetuation and succession planning, marketing campaigns, producer acquisition, quality management, and time management, delivered through industry associations such as IIAA.

Quantifiable outcome

• First year cost savings at over three times the cost of consulting services
• +3 more outcomes

Named customers5 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• IIAA (Independent Insurance Agents of America)coreStrategic or Co-development PartnerAgency Consulting Group is certified to conduct all of IIAA's Best Practices Programs. This certification enables ACG to deliver industry-standard best practices training and consulting to insurance agencies nationwide through the association channel.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agency Consulting Group