The independent Agency channel is filled with smart, passionate entrepreneurs who are true servant leaders. I am inspired by your commitment to protecting your clients, serving in your communities and the culture you create together with your staff. I believe that independent insurance agents are positioned to be the best and most knowledgeable advisors to their clients. That is why my focus is YOU, the independent agent.
Financial Analyst & Accountant
Founder & Consultant
"I've worked with Carey Wallace for a number of years at the OIA as well as her role building and leading the IntellAgents. In my time working with Carey, not only is she extremely knowledgeable in the area of insurance agency data analytics, organized and driven but also extremely compassionate, caring, friendly and most concerned with doing what is right for those she is serving rather than completing another business transaction. Carey is a great asset to those that engage with her. She speaks plainly and directly to the subject matter she is working on and is skilled at not just reciting the data directed conclusions she has observed, but more importantly inspiring others to take action and allow that data to make a difference for that client or business. It’s a rare combination in today’s world to find this balance of intelligence, compassion, drive to help others succeed and the ability to inspire those she engages with to take action. Engage Carey with confidence knowing that she truly works with only your best interest in mind.”
Perk Reichley, President
Reichley Insurance Agency Inc.
"Carey is a gifted Leader that understands the value of building a high-performance team. She communicates openly and candidly, asking the right questions with positive and productive intent. I’ve had the pleasure of knowing Carey for over 10 years. During that time, she excelled in combining her unique knowledge as CFO Chief Financial Officer, COO Chief Operations Officer, and CEO in becoming a successful leader. Initiating strategic plans, program objectives, consulting, utilizing data & business analytics for growth goals and benchmarks. She efficiently managed conflicting priorities and project deadlines. I was impressed with Carey's ability to embrace the power of teamwork. Tapping into the strengths each person brings to the table, each member has a role in the team's success and promotes interdependent thinking. Carey is a polished and confident spokesperson who presents to multiple size groups and creates and strengthens Industry and Company relationships. Carey, without hesitation, drives herself with purpose and aligns herself with excellence ."
Independent Insurance Professional
" Carey is one of the greatest leaders you'll ever encounter. I believe she has the exceedingly rare ability to combine her outright brilliance to solve incredibly complex problems, with the most genuine and sincere desire to help others. I've witnessed Carey's capabilities on many occasions. Always unquestionably well prepared, she'll have the data & insight necessary to appeal to the most logical and discerning minds. But she'll also win you over with her heart, her passion, and her pure grit. Carey naturally inspires others to follow. Without ever asking them to do so. She's the leader among leaders, and if you have the chance to work with her, take it. It'll be one of the best decisions you could make."
Matt Simon, President
"We've had the pleasure of working with Carey and I'm so grateful for her expertise in the area of data and how we can use it to improve our agency's operations. She also helped us work through our transition and planning for the next generation of leaders in our company. I'm so grateful for the relationship we have with her."
Patrick O'Neill, President & CEO
Chief Culture Officer
The O'Neill Group
"Carey is the person in our industry that I think of when the word data is mentioned. She is the agent of change leading the way for agents to understand the ways they can leverage “DATA” inside their agencies. Agents all across the country are thinking differently about how they can leverage data to grow their agency because of her work. Carey has been an instrumental resource as we've built our agency. She took a genuine interest in our goals and provided sound, practical advice. She has a way of building trust immediately and putting us at ease. Her passion for helping others is second to none. Any agency, regardless of size, will greatly benefit from her insights, guidance and advice."
Adam & Kelly Augspurger, Owners
"It is rare in business to meet someone who is able to pair extensive and practical experience with high level communication expertise you would expect from an elite CEO of a Fortune 500 company. Carey is such a person. Her ability to work through problems and draw out truth in complex transactions in a professional and direct manners places her in a league all her own. She has been invaluable to our agency’s future and we would recommend her work to anyone seeking advice, support, and data driven analytics."
Landon Bentham, Director of Sales & Marketing
Callahan & Rice Insurance Group, Inc.
"Carey is an amazing combination of energy, focus, wide-ranging knowledge, crystal-clear goal setting, topped with truly caring for the people she works with. She has an innate leader's passion for growing and educating those around her. Her passion and confidence are infectious and, when you marry that with her genuine nature she has the ability to build strong relationships very quickly. Carey also possesses a singular vision to be able to discern the heart of the issue at hand and drive discussion and action to move all forward. She is a true pleasure to work with!"
Ron Berg, Executive Director
ACT, Agents Council for Technology IIABA
“Carey Wallace brings an immense passion and enthusiasm to every facet of her work. When you are around her, you can feel her vivacious energy and devotion for the IA channel. Every conversation with Carey is valuable. She is always prepared with insightful perspective and strategic advice based on your current needs and situation. Without question, you can count on Carey to be there as an advocate and champion for your growth and success.”
Dani Kimble, Chief Marketing Officer
The O'Neill Group
“It is rare to find the world class level of professional partnership that Carey offers to those who choose to work with her. My experience across multiple projects has been exceptional. Her commitment to the work, well founded perspective and exceptional insight make her a valued member of the team for strategic planning, business valuation and visionary thinking. I look forward to working with Carey on new projects in the future. ”
Ted Rusinoff, Chief Operating Officer
"Carey has incredible passion and expertise in many areas including data, consulting, valuations, and the health of the IA channel. She is an excellent resource to the insurance industry in so many ways whether she's speaking on stage, partnering to help an agency or helping a peer one on one."
Chris Cline, National Agency Distribution Leader Westfield Insurance
"Carey Wallace is one of the sharpest minds in our industry. What she is doing with Data Analytics and Agency Valuations are second to none. Her ability to deep dive agency analytics is amazing and extremely beneficial to agencies of any size. If you are not partnering with Carey, you are doing your agency a disservice!! With all of the recent M&A activity, Carey is a necessity for your agency!"
Mick Hunt, CEO
Premier Strategy Box
"I worked with Carey on a leadership and team development program several years ago. Carey has a wonderful combination of business skills, analytical skills AND a natural empathy for other people. She can project herself into other's shoes and see challenges from many angles. Then, she looks at options to pursue win/win/win solutions for all stakeholders. Our work partnership became a real friendship. That is the Carey way -- she does great work with a warm and caring spirit. If you have an opportunity to work with Carey, take it. Your life will be enriched on many levels. "
RIchard Needles, CEO & Founder
Productive People Strategies. LLC