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IA-MBA Program back this Fall starting Sept. 26

Develop a focused approach to strategic planning

If you have ever wondered if it's time to get an MBA but don't have the time or energy, the IA-MBA might be just right for you. This program is based on the foundations of an executive MBA, with a curriculum tailored to the needs of independent insurance agencies.

In this streamlined, 10-week program, you will accelerate your career by mastering the management and finance skills needed to grow and optimize your agency. If you want to take your career to the next level, this program is for you! The IA-MBA blends self-paced eLearning with bi-weekly facilitated conversations with agency leaders nationwide and our guest experts for live coaching.

NEXT SESSION STARTS SEPT. 26 - Weekly live sessions to be held Thursdays 12:00 – 1:30 PM EST


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​What you'll learn:

Define and achieve your agency’s goals.

Focusing on the importance of creating meaningful goals for the entire agency to focus on will help you define your goals and create the organizational alignment needed to achieve them. As the ‘Spider Diagram’ Framework will teach you, it is crucial to develop an agile planning process that will always allow your plan to evolve while focusing on moving toward your agency’s vision. This will keep your team focused on the big goals and cut out the trivial tasks that aren’t driving results.


Build a System of Management to organize your team.

Most people have never been taught how to be great managers, and while learning on the fly is great, we focus on two parts of great people management: your management style and system. Building a culture of empowerment is vital in allowing your leaders to focus on the business, not just in the business.  Then, you’ll define your ‘System of Management’ with structured one-on-ones, team huddles, reward programs, position descriptions, and more to help measure what matters.


Build a more profitable agency & healthier balance sheet.

Guided by the financial guru of independent agencies, Carey Wallace of Agency Focus, you will walk through every step of first demystifying the financial information and then focus on the ways that you and your team can improve the financial health and value of your agency, with benchmarks for success that will allow you to hold your agency to the standards of the best-in-class.


If you have yet to experience the IA-MBA or want others from your agency to gain this invaluable knowledge, you can join us for the Fall 2024 program starting in September. Register today for only $795 for lifetime access, or even better, attend with someone from your agency as a pair for only $1,000 for both learners!


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