Total Credits: 1 including 1 CE Credit
If we have all heard it once we have heard it a million times – the independent insurance agent is dying…What if I told you that there is no better time for independent agencies than now? In this session we will look at key trends in the industry, what factors are driving change, why so many agencies have decided to sell and why staying independent may be the best investment you could make.
IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (0.73 MB) | Available after Purchase |
Where are we Headed_handout (4.63 MB) | Available after Purchase |
Independent Insurance Industry - Where are we headed_Outline (0.11 MB) | Available after Purchase |
Carey Wallace started her career in a technology startup and 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 learned a great deal about the industry while working for the Ohio Insurance Agents Association. She lead the effort to build valuation and consulting services for agencies and built and led the first data-analytics company solely focused on independent insurance agencies. She is incredibly passionate about helping agency owners leverage data to grow and thrive in the changing insurance marketplace. Over the past 14 years, Carey 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 Finance degree from West Virginia University and provides a variety of consulting services through the company she founded, Agency Focus, LLC.
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