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

Denise Smith

 "This program was absolutely amazing! So much value. I recommend this to EVERYONE in any management position in an agency. Looking forward to having others in our office go through it! “

Director at Judge Fite Insurance

Michael J. Vance

“Many of the tools & resources you are able to implement immediately in your work life. The combination of online learning & group breakout sessions was very valuable to me. 

If you are a learning leader, I would recommend checking out the next session.”

Manager at Hundley Batts & Associates

Michelle O'Connor

"I would definitely recommend this program.  It gives you an in-depth look at your own organization, and it's done in a step-by-step manner."

Owner of O'Connor Insurance

Chase Keller

"Two Words: Do It!

This program offers a time-efficient, streamlined format and relevant real-world content. Take this opportunity to position your company for success.

President at Granite Insurance

Member pricing for Members of
Write your awesome label here.
16 Hours of CE
UPON COMPLETION
September 26
PROGRAM KICK-OFF
Lifetime Access
after the 10-week program

Based on an MBA, built for the current & future leaders of independent agencies.

 The IA-MBA is a 10-week fully virtual learning & networking program for current and future leaders of independent insurance agencies to master the skills of organizational leadership, people management, and business finance.

An interactive, virtual, peer-based learning program.

At Your Own Pace eLearning

Asynchronous eLearning allows you to work at your own pace, around your schedule, with an interactive eLearning portal accessible on both web & mobile.

Live Interactive Conversations

Join bi-weekly live facilitations with our the experts to discuss the learning and work in breakout rooms to implement & gain feedback from your peers.

Your New Professional Credentials

By the end of the program you will have new knowledge, resources, and skills -- so share that with the world with your new digital badge and certificate!
⭐️⭐️⭐️⭐️⭐️ Loved by Learners!
Sign Up Today!
  Secure Checkout Process

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

Early-Bird window limited, sign up today!

PRICING FOR IIAN MEMBERS

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Solo
$795

Register for the program solo and receive lifetime access to the IA-MBA.

Pairs
$1,000 for 2

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

Teams

Interested in more than 5 from your agency?
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W h a t ' s   I n c l u d e d

Explore the IA-MBA

With over 20 hours of video, a private learning community, and an arsenal of templates, resources, and knowledge, it's one of the most comprehensive programs for independent insurance agency leaders in the market.

When you join, you'll receive lifetime access to
  • 9+ hours of live facilitated expert coaching
  • 350+ learning modules within the self-paced online learning
  • A cohort of your fellow business leaders to connect & network
  • Continued access for a full year after the 10-weeks
  • Downloadable companion worksheets & materials
  • 20 interactive tools to implement the learning 
  • Knowledge checks to build competency
  • A printable learner handbook to organize it all
  • Lifetime access to the eLearning portal and resources
  • and a LinkedIn badge and certificate to share with the world!
Share your certificate with the world!

You can receive up to 16 continued education hours upon completion!

 Continuing Education Hours
In order to qualify for the full 16 hours you must pass the final exam as well as attend or review recordings of all live sessions. 

Upon completion you will email your certificate of graduation to Katie Kochenower, IIAN's Director of Education, for CE approval.

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 Thursdays 11:00 am - 12:30 pm CST

PROGRAM ONBOARDING AND KICK-OFF

September
26

YOUR VISION GOALS & PLANNING PROCESS

October
10

THE RIGHT TEAM & CUSTOMER

October
24

AN EMPOWERED SYSTEM OF MANAGEMENT

November
7

DEMYSTIFYING THE FINANCIALS

November
21

APPLYING THE FINANCIALS

December
5

Can't make one of the live sessions? No worries, all are recorded for you to review later!

IA-MBA Testimonials

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'

Michelle O'Connor
O'Connor Insurance
Write your awesome label here.
Chase Keller
Granite Insurance
Write your awesome label here.
Don Stroud 
Hartsfield & Nash
Write your awesome label here.
Landon Bentham
Callahan & Rice
Write your awesome label here.

Maximize your learning with a blend of self-paced eLearning with interactive live sessions!

Self-Paced eLearning

The content is engaging and approachable built to suit all different learning styles helping to simplify concepts into practical application within your business.

Printable Workbook

Along with the digital learning, engage with the physical workbook which can be printed out as your physical companion to guide your time in the program.

Bi-Weekly Zoom Calls

Participate in our live bi-weekly facilitations, as well as  the community forum, to share thoughts and ideas, increase connection, get help implementing the learning.

Meet the Creators & Facilitators

These will be your guides through both the self-paced and live learning sessions.

Carey Wallace

Agency Finances

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. 

John Cioffi

Organizational Management

Accomplished business coach, author, and speaker John Cioffi is the Chief Content Officer at GoalMakers. Cioffi has spent the last 30-years, coaching hundreds of clients to success and has made it his life mission to help helps businesses of all types and sizes understand the people management and organizational leadership needed to be successful.

Jeremy Wall

Lead Facilitator

Our IA-MBA lead facilitator has worked with hundreds of business owners and operators helping them more than understand the material, but implement to success within their business. Jeremy has founded, grown, and exited businesses and cannot wait to meet you and your agencies during the IA-MBA.

THE GOALMAKERS GUARANTEE

We believe in our material, so much that we offer a money-back guarantee if you don't find value after the first two weeks.

Frequently Asked Questions

Don't see the answer to your question below?
Click here 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)!

Not ready to register, but want to stay connected?

Add your email address below and we'll stay in touch (no spam) about any special offers for the IA-MBA both for this cohort and future! 
Thank you!
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