Insurance Agency Trendsetters
Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.
Insurance Agency Trendsetters
Carey Wallace: Are You Leaving Money on the Table?
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Charlotte Hicks and George Robertson
#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table.
In today’s podcast, Carey talks about:
- The aging demographic in the industry and what that means to you
- How the pandemic has changed agency owners’ plans
- Four trends impacting agency value today
- Avoiding a fire sale price — easy steps to take today to protect your business
- What to never put in your perpetuation plan
- The #1 value driver of insurance agencies
- What agencies have done to make their acquisitions successful
- The top 2 things CPAs say you should do now to maximize your agency’s value
Plus, we talk about the newly launched Catalyit and how it’s helping agents simplify their technology decisions.
Get in touch with Carey: Carey [at] agency-focus.com or visit Agency Focus
For full show notes and previous podcast episodes go to:
www. Insuranceagencytrendsetters.com/031-2
And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.
Related Episodes:
Episode 26: Lisa Lounsbury
Episode 29: Seth Zaremba