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Agency Consultant Services

The traits of good leadership include knowing when to ask for help. Below we have complied an ever-growing list of reputable agency consultants across a variety of specialties including E&O risk mangement, data security, sales training, workflow, recruitment, agency valuation and perpetuation planning.

At right are also a few links to some additional resource pages and/or subscription services available to Big I members in these same areas if you are not quite ready to invest in help customized to your agency.

 

Carey Wallace - Agency Focus

Carey Wallace has a strong background in M&A, Finance, and Perpetuation Planning. 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.

Tom Wetzel & Associates - cyber risk assessments

Tom Wetzel presented a session on artificial intelligence during our recent 125th Annual Convention in Asheville, NC. Tom Wetzel & Associates' primary focus is cybercrime and artificial intelligence and the steps agencies must take to protect themselves and their clients. They offer agencies a cyber risk assessment.

Virtual Agency Solutions

IIABSC has joined the Virtual Agency Solutions, a partnership of state Big I associations, to offer our members a variety of virtual agency consulting services at reasonable prices. Services include E&O website review, E&O operational improvement review, strategic planning, executive coaching, agency valuation, Kolbe strengths training, sales training and technology consulting.