According to a Q2, 2025 report by Deloitte, “macroeconomic tailwinds will likely prompt increased M&A activity.” However, any merger, book purchase, or even a new partner brings challenges.

This webinar will consider the two biggest threats that frequently occur post-merger: employee flight and dissatisfaction, and lurking errors & omissions (E&O) claims.

1. Yes, you’ve survived the transition, but you’re losing long-term employees. In some instances, they’re being replaced by employees with little insurance experience, leaving you to help train them on even the basics of insurance.
2. With all the to-dos associated with the merger, who has time to review policy coverages to ensure the book or the agency you’ve brought on board isn’t a giant sucking E&O exposure?

This webinar will offer tactical techniques to help retain employees, avoid the corporate “culture clash,” and drill down on ways agency managers can develop a plan to systematically review that new book of business.

If you’re thinking of merging, if you’ve recently bought a book of business, or if you’re considering retiring and worried about how to avoid a tail claim, this webinar can help you in those transitions.