The Liberty Mutual Executive Development Program

A program created exclusively for the current and future leaders of Liberty Mutual's independent 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

Tyler Bartosh

 "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! “

Vice President at Spire 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

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Starts
March 31
SPRING PROGRAM KICK-OFF
Blended Learning
Live and Self-Paced
Includes
Lifetime Access
after the 10-week program

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

 The Liberty Mutual Executive Development Program 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.

The Three Pillars of the Program

In just 10 weeks, you’ll gain the essential leadership, management, and financial skills that drive agency performance. Here’s the foundation you’ll build early in the program:

Master Team Management

Learn how to coach, communicate, and delegate effectively, creating a team that operates with clarity, accountability, and consistency.

Refine Your Leadership

Build a structured leadership system based on proven MBA frameworks—so you can set direction, align your people, and lead with confidence.

Grow Your
Bottom Line

Understand the key financial levers of an independent agency and apply practical tools to improve profitability and long-term performance.
⭐️⭐️⭐️⭐️⭐️ Loved by Learners!
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Training alongside current & future leaders of our industry.

Check out just a few of the successful agencies that have used this program to train, empower, and elevate their teams!

Don't just take our word for it...
Hear from our successful alumni

Read a few personal success stories!

Successful Learners
(and counting!)

Katie Gray

"The program was an amazing experience! The course was well-organized, engaging, and packed with valuable content. The variety of learning methods made it easy to follow and apply the material.  

The lead facilitator kept the live sessions on track and explained complex ideas clearly, often using real-world examples to make the content practical. I also appreciated the guest speakers, who added valuable insights and encouraged real-time engagement during the calls.  

One of the best parts was the course’s flexibility, allowing me to learn at my own pace while balancing a busy schedule. The community forum and live Q&A sessions were great for connecting with others and getting useful feedback.  

I highly recommend this program to anyone looking to grow their leadership skills. It’s well worth the time!"

Tyler Bartosh

"I am a third generation agency owner with my dad and a lot of the sections in this course align with what we've been doing.

It is really beneficial to hear other perspectives as well as bounce ideas off of other agency principals. I also found a number of new ideas and principles we can implement and focus on moving forward.

This was a great course and thankful I was part of it!"

Dr. Librado Gonzalez

"As someone deeply invested in this field, I am pleased to share that the program design and focus appear to be not only comprehensive but also highly aligned with the needs of modern insurance professionals.

Your emphasis on leadership, risk management, and financial analysis equips students with the critical tools to thrive in a competitive, evolving market. Additionally, the program demonstrates a strong understanding of the unique challenges insurance agents face, including people management, leveraging financials to enhance the client experience, and providing services.

The program's flexibility and practical application of concepts are particularly appealing. Moreover, the opportunity to network with peers across industries fosters an invaluable exchange of ideas, which is crucial for growth in any business setting.

Thank you for offering such an outstanding resource to professionals and business owners. I am confident that this program will continue to produce leaders who can adapt and excel in this dynamic industry."

Katherine Anderson

"As someone new to the insurance industry this course gave me insight into the various aspects of leading a new team, and being a new leader in a new industry. Moving from the public sector to private, the financial portion of this course is going to continue to be an invaluable resource which I will continue to reference back to.

The way the course broke down the financials has allowed me to see the financial process in a new light.

The tools that were shared are going to allow me to excel in my position while setting up the company up for financial success."

Michael J. Vance

"The self-paced 10-week course is very practical for people working inside an insurance agency.

Many of the tools & resources you can implement immediately in your work life.

The combination of online learning and group breakout sessions was very valuable to me. If you are a learning leader, I would recommend checking out their next session."

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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!

Save These Dates!

Within the program, there will be live sessions to network and learn in real time with your cohort.
All live sessions will be held on Tuesdays, 1:00 – 2:30 PM ET

PROGRAM
KICK-OFF AND ONBOARDING

March
31

YOUR VISION, GOALS & PLANNING PROCESS

April
14

THE RIGHT TEAM & CUSTOMER

April
28

AN EMPOWERED SYSTEM OF MANAGEMENT


May
12

DEMYSTIFYING THE FINANCIALS


May
26

APPLYING THE FINANCIALS


June
9

Can't make one of the live sessions? No worries, all are recorded for you to review later!
W h a t ' s   I n c l u d e d

Explore the Liberty Mutual Executive Development Program

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!

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 businesses to the next level, driving 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 businesses of all types and sizes understand the people management and organizational leadership needed to be successful.

Jeremy Wall

Lead Facilitator

Our lead facilitator has worked with hundreds of business owners and operators, helping them not only understand the material but also implement it successfully within their business. Jeremy has founded, grown, and exited businesses and cannot wait to meet you and your agencies during the Executive Development Program.

What makes the Executive Development Program unique in this crowded world of professional development:

facilitations

Expert-Led Live Coaching Sessions

Beyond online learning, we come together with a cohort of your peers for monthly facilitations, allowing you to be coached in real time by masters of the craft.

Save the Date for Our Live Program Kick-Off

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Networking

A Cohort of Fellow Insurance Leaders, for Life!

Connect with both current and future leaders of the independent channel to learn & share in a peer-to-peer experience, building your support system!

Executive Development Program Curriculum

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Set Goals All the Time

We begin by crafting a vision for the company, our 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. 

Learning Outcomes of this Section

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

Learning Outcomes of this Section

  • Measure current company state.
  • Replace the business plan.
  • Create strategies for a constant planning process.
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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.

Learning Outcomes of this Section

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

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.

Learning Outcomes of this Section

  • Identify your good customers.
  • Define your generic strategy.
  • Create a sales process & refine your operations processes.
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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 and how to coach them in they can.

Learning Outcomes of this Section

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

Learning Outcomes of this Section

  • Learn the six tools to measure & manage goal achievement.
  • Create a system of management for your team.
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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.

Learning Outcomes of this Section

  • Using a real-life case study we will:
  • Learn how to properly read the financial documents.
  • Further understand the benefits of accurate projections. 
  • Build out your own financial models of success.
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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. 

Learning Outcomes of this Section

  • Dive deep into how to calculate the important financial ratios and set realistic goals for each of these ratios.
  • Understand the cash flows (in and out) of your business.
  • Calculate your break-even to inform every decision. 

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.

Blending self-paced learning with live virtual sessions to learn & discuss with your BSCAI.

virtual facilitations

Every 2 weeks, join live facilitated conversations with your cohort, guided by our guest experts.

Self-Paced online learning

After the 10 weeks, you will have access to the online learning for a full year to continue your learning journey.

Testimonials

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

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Michelle O'Connor

"Two Words: Do It! This program offers a time-efficient, streamlined format and relevant real-world content. Take this opportunity to position your agency for success."

Write your awesome label here.
Chase Keller
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"It was transformational! One of the benefits is that you move through the program with a cohort of people who are in a similar situation to you." 

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Landon Bentham

"Anyone in the independent insurance world could easily gain knowledge & skills from this program that would be helpful in the growth of their career."

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Don Stroud

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

Who is the Executive Development Program 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)!

Want to learn more?

Join today, the program kicks off on March 31!

Not ready to register, but want to stay connected?

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