AgencyFocus

Don't forget! There is still time to support the Little Sparks Project and their mission to help as many families as possible who are faced with the emotional and financial challenges that come with caring for a child with a complex medical condition. Learn more now at littlesparksproject.org Raghav Tanna Carey Wallace #LittleSparks #Support

In this co-hosted solo episode of the #InsuranceRefocused podcast, Lindsay and Carey Wallace dive into key strategies for boosting the valuation and overall value of an insurance agency. They cover essential topics like preparation, defining a niche, improving efficiency, leveraging technology, maximizing carrier relationships, and driving strategic growth through acquisitions. Emphasizing the importance of having a clear plan, understanding financials, and documenting processes, this episode offers actionable insights for enhancing agency profitability and long-term value. 🎙️ Listen now at https://lnkd.in/d7dcedV9 🍰 Sponsored by Cake #Valuation #AgencyValue

The success of your agency is closely tied to the effectiveness of your team – especially your producers, account managers, and client service representatives. These key players drive revenue, maintain client relationships, and ensure retention of your clients remains high. However, one of the most critical, yet often overlooked, components of managing a successful insurance agency is developing a compensation structure that aligns with industry standards. Read more now about how to develop it at https://lnkd.in/ezWmwVSW #Compensation

In this episode of the #InsuranceRefocused podcast, Lindsay and Carey sit down with Kabir Syed, the Founder CEO of ennabl to discuss the critical role of data and technology in the insurance industry. He shares his journey into insurance, the importance of data in underwriting and risk assessment, and the challenges faced by agencies in utilizing data effectively. The discussion also covers the impact of AI on the industry, emphasizing that while AI can automate many tasks, the human element and relationships remain vital. Kabir provides insights on how agencies can leverage data to improve their operations and the future of AI in insurance. 🎙️ Listen now at https://lnkd.in/d7dcedV9 🍰 Sponsored by Cake #AI #InsurTech

We've been so impressed with what Jeremy Wall and the team at GoalMakers have built with IA-MBA! If you're an independent agent looking to accelerate your career by mastering the people management & business finance skills needed to grow and optimize your agency, I'd highly recommend you check out this program. Get more info now at goalmakers.com/ia-mba Carey Wallace #IAMBA #Insurance

We’re thrilled to announce that Carey will be presenting at the 2025 INA Annual Meeting! 🎤✨ This premier event will bring together the best in the insurance industry for three days of learning, networking, and growth. Mark your calendars: January 27-29, 2025 Sheraton Phoenix Downtown Carey will be sharing insights on financial strategy and how to drive long-term success in your agency. You won’t want to miss this! 👉 For more info, visit: https://lnkd.in/gvdJkqFw #InsuranceNetworking #AgencyFocus #InsuranceInnovation

Thank you, Steve! We love working with our clients to help them gain a better grasp on the financial data that will guide their strategy. Our fractional CFO services helps agencies not only grow but scale. Using your data and financial information, we can unlock insights about your agency's performance and track your progress towards your goals. Learn more now at https://lnkd.in/e2qhrhJE Steve Holley, CIC Carey Wallace #CFO #Insurance

A Letter of Intent doesn't meant that the deal is done! Things change. Make sure you're taking these changes into account as a seller or a buyer as you continue to review the numbers fro your deal during the acquisition process. #LOI #Acquisition

In this episode of the #InsuranceRefocused podcast, Lindsay and Carey sit down with Nick Vitali, MSM, Vice President & Co-Owner of All About Insurance to explore the power of marketing in agency growth. They discuss how NIL (Name, Image, Likeness) partnerships have elevated the agency’s visibility, strengthened relationships with influential clients, and helped choose the right athletes or influencers to align with the agency's goals. The conversation also covers strategies for turning high-profile clients into advocates and the often overlooked role of marketing in successful acquisitions, providing practical advice for other agency owners. 🎙️ Listen now at https://lnkd.in/d7dcedV9 #Insurance #AgencyMarketing #NIL

Growing your agency’s value means more than just increasing its revenue – it involves building a business that is sustainable, scalable, and differentiated in a competitive market. Whether you’re planning for long-term growth or an eventual exit, focusing on key areas like niche development, expanding team capacity, efficiency through the use of technology, and account rounding can position your agency for lasting success. Read more now at https://lnkd.in/eutMhR7f #Valuation