Know Your Value Now
Online - Webinar link will be sent out three days prior to the course
* Registration open until 2/18/26 at 12:00 AM (CST)
Often time independent agencies are the single biggest asset for agency owners, but so often the value of that asset is unknown. Knowing the value of your asset is an incredibly important step in planning for the future of your agency. In this session we will take a deep dive into the value of your agency. We will look at the factors that drive your agency’s value and practical ways you can take action to use that information to maximize your value and grow your agency.
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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Note: Non-Members can create a Member Compass Profile for registration purposes.