Nearly one-third of companies replace insurance brokers post-M&A. To stay on, brokers must evolve beyond transactional services.
Mergers and acquisitions (M&A) are high-stakes transformations that can redefine a company's structure, strategy, and vendor relationships. Amid the rush to integrate systems and scale operations, insurance brokers often find themselves under scrutiny—and at risk of being replaced.
A recent survey found that nearly one-third (31%) of companies switch insurance brokers post-M&A—a striking figure that underscores the volatility of broker relationships during transitions.
Why Brokers Lose Ground After M&A—and How to Avoid It
Post-deal broker changes aren’t just about starting fresh. They often reflect a deeper misalignment between the evolving needs of a newly merged company and the capabilities of their existing broker. Many legacy brokers were a good fit for smaller, regional clients with straightforward coverage needs and personal service models. But after a merger, especially under private equity ownership, companies quickly outgrow that model. They now require enterprise-level support, digital integration, and broader risk expertise. Brokers who can’t scale or adapt are often left behind, regardless of how well they served the legacy business.
