A mini-MBA created
for the leaders of
independent agencies.

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Accelerate your career by mastering the people management & business finance skills needed to grow and optimize your agency.

Exclusive access & pricing for members of

Join agency leaders from across the country for the Spring 2023 IA-MBA!

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You will have the chance to meet your peers from across the US through networking and facilitated live sessions through the IA-MBA.


hours per week

Reusable Downloads & Exercises

interactive modules

Live Expert-Led

hours of live sessions

Access to the eLearning for

days after the 10-weeks

It's like a mini-MBA, for insurance agencies.

The IA-MBA is a 10-week virtual learning and networking program created for independent agencies.

Learn, understand, and apply the best practices of people management & ageny finances to improve your agency's success and grow your bottom line.

Effective & Actionable Self-Paced Learning

Built for the busy professional, this course teaches the bit sized and step by step methods that allow you to put into practice immediately.

Expert Created & Facilitated Experience

Beyond the self-paced learning, there are bi-weekly expert led facilitations allowing you to be coached in real-time by masters of the craft.

Social Learning & Professional Networking 

This program is cohort based, creating the opportunities to connect with leading agencies to learn & share knowledge & resources.

Our 10 Week Curriculum

After the 10-weeks, you will still have access to the eLearning for a full year!

Save These Dates!

Within the program will be live sessions to network and learn in real-time with your cohort.
All live sessions will be held Wednesdays 11:00 AM PST
Program Kick-Off & Onboarding
March 1
Your Vision, Goals, & Planning Process
March 15
The Right Team & Customer
March 29
Empowered Systems of Management
April 12
Demystifying the Financials
April 26
Applying the Financials
May 10
Can't make one of the live sessions? No worries, all are recorded for you to review later!

Hear what successful agency owners have to say about the IA-MBA.

Michelle O'Connor
O'Connor Insurance
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Chase Keller
Granite Insurance
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Don Stroud 
Hartsfield & Nash
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Landon Bentham
Callahan & Rice
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Meet the Creators & Facilitators

Created specifically to teach the fundamental skills every agency owner, operator, and manager needs for sustaining success and growth. From people management to agency finance, and all in between.

Carey Wallace

Agency Finances

Over the past 14 years, Carey Wallace 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. Carey is a Certified Exit Planning Advisor, CEPA and provides a variety of business consulting services through the company she founded, Agency Focus, LLC.

Jason Sabo

Agency Development 

An experienced business consultant with a proven record of helping agencies improve their sales, operational & workforce, strategic, and financial management strategies. Jason works with agencies to help them grow and take their business to the next level with increased revenue, improved workflows and long-term strategic planning. 

Jeremy Wall

Lead Facilitator

Our IA-MBA lead facilitator has worked with hundreds of business owners and operators helping them not simply learn the material, but implement to success within their business. Jeremy has founded, grown, and exited businesses and will work connect with and help all the agents as they try to do the same!

John Cioffi

Program Creator

The Chief Content Officer at GoalMakers, has spent the last 30-years, coaching hundreds of clients to success. He helps businesses of all types and sizes understand the people management and organizational leadership needed to be successful.

Join the webinar on November 16 at 10am EST.

To learn more about the IA-MBA join your peers from IIABSC to learn more during our live webinar.

Special pricing and discounts for

 Independent Insurance Agents & Brokers of South Carolina

Create your profile and sign up before the end of the year for early-bird pricing!

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Save 20% by registering before the end of year!


When you register two people from the same agency you get 50% off both registrations!


Interested in more than 5 from your agency?
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Improve your agency.
Grow your bottom line.

Agency Team Leadership

Many agency owners & employees never receive formal training. Arm your agency with the knowledge and tools to be a master people manager.

Master Your Financials

Every agency team member (especially owners) should understand the financials. Learn how every decision affects the agency bottom line.

Check out just a few of the successful agencies who have used the IA-MBA to train, empower, and elevate their teams!

This program is effective | This program is affordable | This program is easy to follow | This program is a great networking experience | This program is a 'no brainer'


We believe in our material, so much that we offer a money-back guarantee.

Frequently Asked Questions

Don't see the answer to your question below?
Scroll to the bottom of the page to book a time to chat with the IA-MBA team !

Who is the IA-MBA for?

This program was built for everyone from the CEO to the sweeper, the more of your agency that understands these fundamentals, the better off you will be. However, if you want to start slow, we suggest that owners, managers, and the future leaders of your agency go through this program together as a unit for the most impactful outcomes. 

How many people from my agency should participate? 

Beyond being a great learning program the IA-MBA is an organizational alignment tool meaning that the more people who participate together, the better the impact you'll see when looking to implement these learnings.

What if I miss the live sessions?

While you will get the most out of joining them and participating in the conversation with both your peers and industry experts, if you can't make one do not worry! All sessions are recorded and uploaded into the eLearning to review later.

How long will I have access to the program?

Great question, while the IA-MBA runs in a synchronous timing with your peers after the 10-weeks you will retain access to the eLearning for a full calendar year after we wrap up.

How long will it take me?

Weekly you should expect about 2.5 hours per week, but self-paced learning is all up to your availability! 

Then bi-weekly we have 90-minute long live sessions with your peers and industry experts. 

Overall, you should expect anywhere from 20-40 hours over the 10-weeks. (Some learners spend much longer than this and some a little less, but it depends on where you are at in your professional journey)!

Fundamentals of the IA-MBA

Here are the key takeaways of each section in the program:

Set Goals All The Time

  • Set an agency-wide vision.
  • Learn how to create good goals.
  • Create goals for the agency, departments & each employee.

Focus On The Process
Not a Plan

  • Measure the current state of the agency.
  • Go beyond the traditional business plan.
  • Create a new agile planning process.

Coach The Right People

  • How to build & coach the right team.
  • Learn to identify natural abilities.
  • Create position descriptions for yourself and every employee.
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Serve The Right Customer

  • Define the right customer for you.
  • Choose a core generic strategy.
  • Improve your sales process & refine your operations processes.

Empower Your Entire 

  • Learn the life-cycle of a manager.
  • Build an empowerment culture.
  • Embrace 'Wide Boulevards, High Curbs'.

Do The Right Things Right

  • Create a new system of management.
  • Learn key tools to measure & manage goal achievement across the agency.

Demystifying The Financials

Using a real-life agency case study we will learn how to properly read and interpret the nuances of your agency's:
  • Balance Sheet,
  • Income Statement,
  • Cash Flow Projections.

Applying The Financials

  • Discover industry benchmarks across the independent agency landscape and how your agency compares.
  • Calculate and set goals for fundamental financial ratios.
  • Determine your break-even to inform all financial decisions.
  • Learn how to value your agency based on EBITDA.

10-Week Program Overview

Set Goals all the Time

We begin by crafting a vision for your agency, the long-term goal 3-5-years from now. This will be the North Star for our entire team. Then we learn what makes a 'good goal' and create company-wide, department-level, & individual goals that align with our vision. 

Focus On the Process Not A Plan

We’ll get a baseline of our company's current status by collecting valuable information. Using that as a baseline we will adopt a planning process so our company can adapt to today’s ever-changing conditions.

Coach the Right People

We’ll clearly define positions at our business, and create position descriptions for ourselves and key roles within the organization. Then we identify the right natural abilities needed for these roles, and if we have our people in the best place for success currently.

Serve the Right Customers 

We begin by identifying our right customers, then determine how we find more of these right customers, building a sales process to serve them, streamlining our operations processes around them, and finally fostering a culture & strategies necessary to serve the right customer.

Empower Your Entire Team

Learn how managers empower their team members by establishing clear goals and allowing people to achieve those goals in their own way, through our system of “wide boulevards, high curbs”. 
We determine if our team members meet the criteria required to work in an environment of empowerment.

Do the Right Things Right

We will use six tools to monitor and manage our company’s performance and build our own System of Managing—a clear and effective means of providing clarity and purpose to team members while steering everyone to accomplish their individual goals, as well as the company’s goals. 

Demystifying the Financials

Using a case study, we will understand how to read and use financial statements. With the case study as real-world context, we will also learn about projections, inventory, accounts receivable, and cash flow and how to use this information to build stronger businesses.

Applying the Financials

With a new understanding of the basics, we will focus on specific elements that grow the bottom line. We start by calculating our own financial ratios, and how to set realistic goals for your business with them. From there we learn how to easily use break-even analysis to inform everyday decisions. 
While we invite you to the informational webinar (sign up above) you can use this calendar link to book a time to chat with our team to determine who is a fit to participate from your agency.
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Book a time to learn more!