5 Ways AI Can Make Your Agency More Sellable

Dave Godwin, CBI, CVB wrote an excellent article in the IBBA Insights Summer 2025 magazine. He suggests 5 uses of artificial intelligence (AI) that can make your agency more sellable. We recommend these updates to our clients:

1. Automate the Routine - Focus on Value Creation. AI can efficiently handle the routine and mundane administrative tasks. It can schedule appointments, process forms, or answer the same questions ten patients have when calling your agency. AI can free up your time so you can focus on activities that drive value - client experience, team culture, and innovation.

2. Smarter Marketing with Less Effort. AI can maintain a consistent marketing campaign for your agency. You can create a campaign, for example, to target a group of clients based on their spending history, demographics, or whatever criteria makes sense. You can sent consistent brand messages in your campaigns. By building a consistent brand, you increase the intangible value of your agency that buyers pay a premium for.

3. Financial Visibility Without Spreadsheet Headaches. AI tools in Quickbooks, Xero, or Bench help owners get their books clean and keep them clean. AI flags inconsistencies, automates reconciliation, and helps agency owners make better decisions through better data. Accounting is the language of business. Keeping clean books allows prospective buyers to quickly assess the value of your operation.

4. AI as the Ultimate Executive Assistant. AI can handle invoicing, reminders, reporting, and more. It is always on and alert to handle our administrative tasks. Buyers appreciate a streamed-line, efficient operation.

5. 24/7 Customer Service That Doesn't Burn out the Owner. AI chatbots and autoresponders provide round-the-clock customer service without disturbing the owner. This makes the agency less dependent upon the owner and more transferable as a business.

Crimson Cardinal Healthcare Intermediary can assist your agency in finding the right buyer. We assist agency-owners in North Carolina, Virginia, and South Carolina. Read out to us. Click here for assistance.