Customer Due Diligence.
Book quality, concentration, defensibility, verification. The customer-DD layer that validates the revenue line the entire pro-forma rests on — and the structures that protect against post-close attrition.
16pieces
In this category
3sub-topics
Sub-hubs
9min avg
Reading time
Customer Due Diligence for Buyers: Book Quality and Concentration
How the disciplined buyer verifies book quality, retention, and concentration — policy vs premium retention, the 15% Rule, and structural protection.
Book Defensibility
Retention and Quality
B11The Existential Dozen and top-10 client concentration8 minB11The 15% rule for single-client concentration in agencies8 minB11Leaky Bucket Syndrome and sub-83% agency retention9 minB11Policies per client as a book-quality signal for buyers8 minB11Policy vs premium retention for insurance agency buyers9 min