Skip to content

Agency Services

Designed to fit your Agency's needs

AgencyFocus offers a wide range of services focused on helping independent insurance agency owners make strong and informed decisions.

Not sure what you're looking for? Learn more about the consulting services we offer below.

Carey Meeting with Owner

Introductory Session

We offer a free 1/2 hour consultation to review your agency needs and provide advice and resources focused on business planning, agency operations and compensation strategy.  

Agency Valuation Services

We work with you to ensure that you understand your agency's Fair Market Valuation, the risk factors and opportunities impacting the agency's value, and the ways you can leverage this data to grow your agency's value.  

In addition, provide we guidance and support in order to build strong perpetuation plans that are in line with your goals and timeline and supported by financial modeling as well as the documentation to ensure your agency's future is protected.  

Report on Desk-1
Carey Speaking

Customized Consulting

Customized consulting is available to suit your needs. Examples of other services offered include:

  • Agency Financial Operations

  • Compensation Strategy

  • Transition Planning - Clients

  • Transition Planning - Future Owners

  • Agency Goals & Budgeting

  • Cashflow & Risk Analysis

  • Carrier Strategy

Have something else in mind? Please feel free to reach out to us!

Our Focus is on Your Agency

AgencyFocus has one goal in mind: helping agency owners.

Carey Wallace and her team will work with you and your agency to design and meet goals, plan for the future, strategize, and more.