Navigating the future of insurance agencies is akin to traversing a maze, filled with twists and turns that demand a strategic plan for success.
In January, individuals attending the first-ever “Perpetuation Workshops” hosted by BIGiOK had the great opportunity to hear from a number of experts in the field including Carey Wallace, the visionary founder of AgencyFocus.
In her sessions and panel remarks it was clear the pivotal role of valuation and planning in charting a clear path through the complexities of the industry's evolution. In the absence of a well-crafted strategy, agencies may find themselves lost in the labyrinth of challenges.
Valuation acts as a guiding beacon, providing insights into the agency's worth and potential growth avenues. When coupled with meticulous planning, it becomes the roadmap essential for thriving amidst the uncertainties of the insurance landscape.
Wallace's expertise highlighted the transformative power of foresight, emphasizing that with a thoughtfully crafted plan, insurance agencies can not only navigate the maze but emerge stronger on the other side.
And lucky for us, we will be hosting Carey on AgencyWISE, a LinkedIn Live Event on April 8th at 10:30am CST, and get to hear more about what she has to say in the ways of “Understanding the Value of Your Agency.”
Join us! As we dig deeper together:
See you {virtually} there!
by: Sara Bradshaw-Ray, CIC, CKCBIGiOK Senior Vice President of Strategic Initiatives(8-7-3-2)