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.
Course Materials
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)
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.
State Specific Details
State Approval Information Details
OK - This course is approved for 1 hour of credit # 6000128748
Reviews
5
4
3
2
1
Overall:
4.9
Total Reviews: 49
No Group viewing for vod
PLEASE NOTE - THIS VIDEO ON DEMAND PURCHASE IS FOR INDIVIDUAL USE ONLY!! IF YOU ARE INTERESTED IN VIEWING THIS VIDEO ON DEMAND CLASS IN A GROUP SETTING PLEASE DO NOT FOLLOW THROUGH WITH THIS PURCHASE AND CONTACT SALLY SMITH DIRECTLY AT SALLY.SMITH@ABEN.TV!
Bundle(s) Pricing
This product is part of a bundle(s) which includes special pricing as displayed below.
Additional Price
Additional Price
No Group viewing for vod
PLEASE NOTE - THIS VIDEO ON DEMAND PURCHASE IS FOR INDIVIDUAL USE ONLY!! IF YOU ARE INTERESTED IN VIEWING THIS VIDEO ON DEMAND CLASS IN A GROUP SETTING PLEASE DO NOT FOLLOW THROUGH WITH THIS PURCHASE AND CONTACT SALLY SMITH DIRECTLY AT SALLY.SMITH@ABEN.TV!