Aggregators & Clusters
Thinking of joining an aggregator or cluster?
Things to Consider
This worksheet highlights questions to consider contractually and relationally when researching the potential of partnering with an aggregator or cluster.
These models vary in structure and contractual obligations, so it’s important to remember that it’s not one size fits all, and what works for some agents may not work for you.
Note
This document is not intended to recommend one model over another, as the decision to join an aggregator or cluster is a very personal business decision driven by your short and long-term needs and objectives. It’s important to assess if that model offers the services, carrier access, and income that will help your agency to be effective and sustainable over time. This guidance is not intended to provide specific advice about individual legal, business, or other questions. It was prepared solely for use as a guide, is not a substitute for agents’ independent evaluation of any provision in a contract, and is not a recommendation that a contract including the language be signed or rejected. If specific legal or other expert advice is required or desired, the services of an appropriate and competent professional, such as an attorney, should be sought.
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