Description

Agency Management Webinar Series

Have a Plan! 

FREE to all Big I SC members

Presented by the Big I SC and Agency Focus

Join us for our Big I South Carolina Agency Management Webinar Series  presented by Carey Wallace with Agency Focus LLC. Carey works with independent insurance agencies and their owners to help them understand their value and make informed decisions by leveraging their data and growing their business so they can thrive!

The third installment of the series is Have a Plan!

In this session we will look at the key decision areas that an agency owner needs to focus on when establishing a perpetuation plan. The topics will range from, your key priorities as an agency owner, the importance of time, defining your involvement with that agency after transition, qualities for a strong successor, mentoring the next agency owner, funding a transition, and much, much more. You will leave with practical take-aways that you can consider as you plan for your agency’s future.

Other Webinars in this series:
Revenue, Multiples and Value, Oh My! - Busting the Myths on Agency Value - April 6th, 2022
What's the Story With Multiples? - June 15th, 2022
KPI's for Data-Driven Agencies - Oct. 4th, 2022

Register today for this practical and important webinar!

**Please note: There is NO CE provided for this webinar.**