AgencyFocus, LLC

Dennis Bess

Oct 7, 2024on

Was very good information, seeing the status of my agency from a 3rd party made me feel very good and with this information it will be great setting goals for the future.

Arrow Voicemail

Sep 25, 2024on

Carey is AH-Mazing! Carey is very knowledgeable & a joy to work with! And she has great resources that helped so much in the process. If you are selling your agency, I highly recommend working with Carey!

First Choice Insurance Group

Aug 30, 2024on

We've recently starting using AgencyFocus for our agency and it's been such an amazing experience. The entire staff and service has been phenomenal for the onboarding. Carey has been an absolute rockstar and knows her stuff! She's provided amazing feedback for our agency including great steps to move forward and continue to be successful. No regrets hiring AgencyFocus an will continue to work with them throughout the year to make sure our agency is on track!

mike s

Jul 24, 2024on

Carey and her staff at AgencyFocus, LLC were incredibly knowledgeable, helpful, and professional. It is very clear that Carey truly enjoys helping people and their businesses flourish.

Jim Patterson

Jun 7, 2024on

Morrow Insurance Agency engaged Carey Wallace/Agency Focus September 2022 as our Fractional CFO. Carey worked with Morrow on a retainer basis through December 2023. During that time, Carey assisted us in hiring our current Controller, helped us implement our new CFO Reporting tool, and helped us move the Finance/Accounting Department forward to be more Strategic. As an added benefit, making Carey a member of our team, she helped our Leadership team define our accountability roles within the agency while moving our culture forward. Carey/Agency Focus gets 5 Stars from Morrow Insurance Agency. Thank You Carey. Jim Patterson Chief Operating Officer

Erik Garcia

Jun 7, 2024on

I initially engaged Carey to help me value my agency to sell an additional portion of my ownership to my business partner. Along the way she advised on my current compensation packages which resulted in a change to how I pay my staff. During the process, an opportunity presented itself to hire a new producer. Carey’s counsel on drafting the producer agreement and compensation structure proved to be invaluable. Working with her is joy and knowing she understands the insurance industry inside and out, gives me tremendous confidence in her advice.

David Archibald

May 23, 2024on

I had heard many great things about Carey Wallace and AgencyFocus over the past couple of years. So, when it came time to have a valuation done for my agency, the choice was a no-brainer. I cannot tell you how thrilled I have been with the quality of their service. I had the pleasure of working with Colby; who took the time to get to know us and really dive in deep. It was an easy, thorough and seamless process that resulted in a detailed report--including valuation of my agency. It's a great feeling knowing exactly where I stand and can move forward with confidence no matter what life throws at me. Many thanks AgencyFocus!

J Edwars

May 15, 2024on

The review of our Agency Valuation report with Colby was excellent. He has a commendable ability to explain the intricacies of the financials in terms that we could understand. I highly recommend Carey and her team to help you with the process of putting a valuation on your agency!

Terry Robinson

May 7, 2024on

Carey has worked with our Agency as a fractional CFO. She has been a great resource, brought solutions to help us be a better agency, assisted with the transition of personnel in our finance area and more. Thanks for all you do!

Jason Kilgo

May 7, 2024on

Working with Carey at AgencyFocus really got me the data to propel my insurance business to another level. We are operating more efficiently than ever and have a lean budget to grow 25-30% this year. As a leader, knowing your numbers is the key to maximizing your results.

Nick Gartman

Apr 7, 2024on

Carey is truly an expert at her craft. We are grateful for her insights as they have certainly added value to our agency!

Matthew Crismore

Mar 7, 2024on

It was a sincere pleasure working with Carey and Agency Focus. Her expertise, attention to detail, concern for my best interest, timeliness, and follow through were top notch. She provides custom tailored service and responses in real time and a professional valuation given up to date market conditions that you cannot find elsewhere. All agency owners owe it to themselves to know a true valuation and to work with Carey and her team!