Episode Details

What's in this episode:

- Growing by acquisition
- Building a transition plan
- Maximizing your agency
- Finding the right fit
- Working with people who understand your business
- What does a healthy agency look like?


About Carey:

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 spirit, and the insurance industry. While working for the Ohio Insurance Agents Association, Carey created valuation and consulting services as well as 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.

Contact Carey:
Website: agency-focus.com
LinkedIn: Carey Wallace
Podcast: Insurance Refocused


Catch the full video of this conversation: https://youtu.be/MKYYnc5y7Fc

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