Agency Intelligence

In this episode of the Agency Intelligence podcast miniseries, Age of Independence, host Katlyn Eggar interviews Carey Wallace, the CEO of Intell Agents. Carey talks about understanding the functions of utilizing data in our agency valuation and the measurements and methods that impact the value of your agency. Episode Highlights: Katlyn introduces Carey Wallace. (1:53) Carey mentions that she’s been in the insurance industry for over 12 years and her background is in finance. (8:33) Carey shares that they built a consulting, valuation, perpetuation planning services, and data analytics team in order to leverage the data and start to help agents understand what's inside their agency and what they can learn from each other. (10:41) Carey mentions that at present, 50% of the agency owners are at or near retirement. (13:15) Carey shares that Intell Agents started around two years ago in Ohio, and they have over 20,000 agencies in their ecosystem. (14:11) Carey mentions that the main priority in their