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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.

 

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.

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.

IA Valuations

Your agency is your greatest financial asset. IA Valuations works to help independent insurance agency owners start valuation-based planning to realize and maximize its value. Valuation reports include fair market value report, your agency's unique risk factors, and any factors affecting an ownership transition.

The Moberg Group

THE MOBERG GROUP is the leading provider of Independent Agency and Broker Consulting, and the largest provider of Errors and Omissions loss control programs for independent insurance agencies and brokers. Regardless of the size of your agency or brokerage, our team of highly experienced consultants can assist your organization in a cost effective manner.

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.