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Producer Acquisition/Compensation/Management
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…
Introduction and Experience My name is Colby Allen and serve as VP of Consulting and Valuations with Agency Brokerage Consultants. To date I’m a published industry expert and thought leader on Insurance Agency Valuation and M&A Advisory. Since starting my career in the industry have collected 13 years of experience in finance, operations, analytics, and project…
Remember the people who waste a lot of time bouncing up and down the halls, chitchatting at the water cooler and otherwise not working? They’re about to be found out. There’s no hiding a lack of output anymore. I’m seeing this in my students. I’m seeing who is taking responsibilities seriously and who isn’t. It’s as plain as the screen in front of my face.
First in a series about what successful producers do to separate themselves from the mediocre producers.
David Stegall is the Principal Consultant and Founder of Risk Consulting & Expert Services (RCES) since January 1, 2007 with over 45 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He…
Mr. Roberts, upon separating from the retail insurance industry in 2010, established his consulting firm that very same year. His focus is three (3) distinct areas: Teaching continuing education (CE) classes for licensed agents, brokers and others with a desire to learn on a national and local level Expert witness work focusing on an agent/broker’s…
One of an agency’s greatest struggles is to determine how many and what size prospects are right for its producers and projecting the goals of prospecting.
With over 30 years experience, Mr. Miltenberger has worked on the brokerage and company side of the insurance industry. He has extensive expertise in both the life and health and property and casualty space. His has proven ability to leverage his knowledge, relationships and experience on behalf of his clients issues. He also has an…
Mr. Deimling brings a unique set of skills and abilities to each assignment. He is well versed and competent in a variety of fields. This unique combination of hands on learning, formal training, volunteer and civic involvement coupled with life experiences provides the client a solid return for their consulting investment. He has been in…
Over the years, Al has been thoroughly immersed in all facets of insurance agency operations including serving on committees, instructing, consulting and as an author. Building a solid track record of performance assisting agencies and company operations including mergers, acquisitions, divestitures, perpetuation and strategic planning, organizational development, compensation and salary administration programs, administrative and financial…
