Agency Focus Webinar - Key KPI’s Every Agency Owner Should Track
Online - Webinar link will be sent out three days prior to the course
* Registration open until 6/24/25 at 12:00 AM (CST)
Mastering Insurance Agency Success: A Comprehensive Webinar Series on Growth, Transition, and Performance
This webinar covers the fundamentals of KPIs (Key Performance Indicators) and their role in business performance, focusing on how to select and track effective metrics. It provides an overview of essential metrics like revenue, retention, performance, and financial indicators, with an emphasis on their relevance in the insurance industry. The session concludes by discussing how KPIs can guide strategic decisions, such as investments, hiring, and business growth.
Speaker: Carey Wallace
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member Registration
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1.00 (MN Continuing Education Approved) | $0.00 |
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Non-Member Registration
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1.00 (MN Continuing Education Approved) | $50.00 |
Carey Wallace
BIO:
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 as a whole. 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 Virginal University and provides a variety of consulting services through the company she founded, Agency Focus, LLC
For More Information:
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