Agency Valuation & Perpetuation Consulting
Do you know your agency’s value? To best protect you, your staff, your clients and your agency’s future, it’s important to have a thoughtful plan in place, and that starts with knowing your agency’s value. Thanks to a brand new partnership with Carey Wallace and her consulting company, Agency Focus, IIANC members will receive a FREE 30 minute consultation with Carey. This discussion will review your agency’s needs and provide you with advice and resources focused on business planning, agency operations, compensation strategy, and more! This is a huge, new opportunity for members to get one-on-one time with one of the industry’s experts on data, valuation and perpetuation planning.
Business & Sales Consulting
IIANC can provide turn-key solutions to members' problems by bringing the expertise of a PROVEN and EXPERIENCED Business Consultant to fill roles essential to agency growth at a fraction of the price of hiring full-time staff. Partner with IIANC to put your agency on the path for agency prosperity with help in strategic & financial management, sales management, and operational & workforce management.
Cyber Security Consulting
Cyber security and data breach have become a major concern for insurance agencies across the country. States such as New York and South Carolina have implemented legislation which requires that insurance agencies comply with data security requirements. North Carolina is currently considering additional data security legislation.
IIANC’s Technology Consultant, George Robertson, can assist agencies with the development of a written information security plan (WISP) compliant with current State/Federal regulations, education of staff, and implementation of strategies and procedures to protect your agency from data breach.
IIANC often receives inquiries from members seeking advice that requires the assistance of legal counsel. The services of IIANC's law firm are available to members, on a limited basis, at no cost. Our Free Legal Service Program is a legal consultation service provided, without charge, to IIANC member agencies by Manning Fulton, based in Raleigh, NC.
Independent insurance agencies are constantly looking for ways to improve their productivity and customer experience by using technology solutions. With the ever-increasing technology changes in our industry, finding and implementing the best solutions can be challenging. IIANC’s Technology Consultant, George Robertson, can assist agencies in the selection and implementation of solutions that best fit their specific agency. He can provide training to agency staff in order to facilitate their learning of new technologies to improve their daily tasks and provide a better customer experience.