Customized independent insurance agency consulting including Agency Valuation Services, Agency Operations, Compensation Strategy and Transition Planning

DISCOUNTED PRICING FOR IIABSC MEMBERS!!!!!

Agency Focus CEO Carey Wallace found her way into the insurance industry like many others have – by chance. She fell in love with the people, the entrepreneurial spirt, and the insurance industry as a whole.  Carey saw the incredible need for valuation and consulting services as well as the power of leveraging data in an agency.  She has worked with hundreds of agencies helping them understand their agency's value and turn that knowledge into an actionable plan for their agency's future. Carey has a strong background in M&A, Finance, and Perpetuation Planning.

Recently she has instructed a series of FREE agency management webinars for agency principals, and she has also appeared at the 2022 IIABSC Spring Conference as well as the 2023 IIABSC Young Agents Conference. She is also among the industry leaders working with Catalyit and the IA-MBA program.

LEARN MORE

Introductory Session

Agency Focus offers a free 1/2 hour consultation to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy. 

SCHEDULE A FREE 30-MINUTE SESSION