In this episode of Power Women In Insurance, to close out our financial series, we talk to Chris Paradiso, Carey Wallace, and Aaron Stocks with Agency Point. Agency Point is a full-service financial service for agency owners for commissions reconciliation, bookkeeping, and other important services that help your agency run like a well-oiled machine.

Key Topics:

The significance of understanding and managing financials in the insurance industry

The journey of agency owners from initial struggles to achieving financial clarity

Insights into the importance of commission reconciliation and its impact on agency operations

Strategies for agency owners to overcome common financial hurdles

The role of external financial services in enhancing agency financial health

Real-life examples of how accurate financial management can lead to agency growth and stability

The importance of preparing agencies for future transitions, including acquisitions and perpetuation planning


Connect with:

Chris Paradiso

Carey Wallace

Aaron Stocks

Teresa Kitchens


Visit Websites:

Agency Point

Paradiso Insurance

AgencyFocus

PFS Global

Sterling Insurance Group


Powered by Podsquad.fm

Ver todos los episodios