Financial Management Services Group -
Insurance Agent/Broker Services

Brady Financial Group provides business consulting solutions to insurance agents and brokers seeking to start, grow or maintain their business model.  Our partners are proven business leaders who have both Big Four accounting experience as well as diverse financial and operational backgrounds as corporate executives.  This real world experience allows us to offer a comprehensive foundation of business expertise to our clients.  We take a consultative approach which helps ensure that the team takes the time to listen to the clients’ needs.  The benefit of this process is an understanding of your operations and a custom solution that exceeds expectations.

Our firm offers over 15 years of insurance experience and understands the industry challenges you face daily.  We are advocates of your business and will work with your management team in areas such as:

• Business Risk Assessment – focus on reviewing the agency internal control environment and provide ownership a custom service plan with recommendations on how to enhance processes and internal controls surrounding critical business objectives, provide assurance that key business risks have been identified and assessed.
• Finance – focus on managing the financial metrics involved in running an agency.  This includes areas such as the development of budgeting and forecasting models, financial reports and the measurement of your agency’s performance against key industry benchmarks.
• Operational – focus on assisting companies in developing systems to help grow your practice (i.e. human capital management, fiduciary reviews, agency management system recommendations, compensation planning, cash receipts/disbursement process, debt analysis and cash management modeling).
• Compliance – focus on the establishment of process to ensure agency is in compliance with NAIC and state reporting guidelines (i.e. Surplus Lines, tax filings, etc).
• Strategic Agency Planning - focus on areas such as agency perpetuation planning, producer compensation model development, work flow integration, and post acquisition integration.
• Financial Transaction Support – focus on areas such as agency valuations and M&A due diligence.
• Consulting – focus on IT, disaster recovery/business continuity planning, internal operations reviews, Producer Licensing Act and SOX compliance.