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Compensation Analysis

Carey C Wallace

Over the past 2 decades, Carey has worked with hundreds of independent insurance agencies helping them understand their agency’s value and turn that knowledge into an actionable plan for their future. She is a Certified Exit Planning Advisor, CEPA, and provides a variety of business consulting services including valuation, perpetuation planning services, acquisition support,  financial…

Colby Allen

Colby Allen is a consultant with Agency Brokerage who has over 10 years of industry experience in finance, operations, analytics, and project management. During that time he has worked with regional agencies, national agencies, and a regional carrier. Notable projects include refinement of agency finance and operational reporting processes as well as assist in acquisitions…

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Lee Hoffman

Lee Hoffman is a Consulting Expert on matters related to commercial and personal property and casualty insurance and risk. His expertise includes policy interpretation and claim denials, agency operations, errors & omissions, customs and practice, standard of care, duties and how to create seamless interoperation of insurance with risk. His expertise includes insurance agency automation…

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