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Make your client relationships valuable to an acquirer

This guide shows independent life and annuity agencies, BGAs, and IMOs how to use AI notetakers and your CRM to document client relationships, support succession, and make your book’s value clearer to an acquirer.

CRM Playbook

What's Inside:

  • Make client relationship history visible to a prospective buyer.
  • Turn AI meeting notes into reviewed, connected CRM records.
  • Help successors continue relationships and follow-up.
  • Set rules for consent, retention, and AI data use.
  • Get a 12-question diagnostic and 90-day action plan.