Agency Resources

IA Valuations is an independent agency valuation and business consulting services company headquartered in Columbus, Ohio. Affiliated with the Ohio Insurance Agency Association and partnered with other state associations across the country, our mission is to provide valuation-based planning to help independent insurance agency owners realize and maximize their value.

What IA Valuations Provides
IA Valuations delivers more than just a number. Their customized valuation reports (typically 40 pages) provide actionable insights to help agency owners:

• Identify growth opportunities
• Maximize agency value
• Build long-term wealth
• Prepare for perpetuation or transition

In addition to valuations, they offer perpetuation planning, financial modeling, buy-sell advising, and other specialized consulting services.

Why IA Valuations Stands Out

• With over 350 completed valuations, the IA Valuations team combines deep industry expertise with a mission-driven approach. Each engagement is personal and collaborative, helping owners understand not only their value but also their potential.
• Access to a powerful data platform to analyze trends across independent agencies—providing even more insights for growth and benchmarking.
• Accessible for All Agency Sizes by making professional valuation services affordable and accessible

Know Your Agency’s Worth
Your agency is a major financial asset—treat it like one. IA Valuations believes every owner should have an annual valuation, just as you’d review your investment portfolio each year.

What’s Your Agency’s True Value?

If you’re an agency owner, your agency is likely your life’s work and your largest single asset. In order to best protect you, your agency and your agency’s future, it’s important to know your agency’s value.

Knowing the value, and more importantly, what drives the value of your agency, provides you with the information to build a plan for your agency today and into the future. Without a plan, your agency, your staff, your clients and all that you have worked hard to build is at risk.

Carey Wallace with Agency Focus will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes, Depreciation, and Amortization), not a multiple of revenue. You’ll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency and grow and compete in the changing insurance marketplace.

IIAV Members receive a free 30-minute consultation with Agency Focus to discuss their current needs. Schedule a time with Carey Wallace for free by clicking here.

IPFS helps you generate revenue, automate processes, and provide great service to your insureds.

We are your one-stop source for premium financing and easy-to-use, time-saving solutions for insureds, such as:

• Flexible online payment options
• Secure eSignature and document delivery
• Cancellation avoidance alerts
• Custom-branded products and services

We strive to create competitive advantages for our clients. As the market leader in premium financing, our solutions help agents and insurance providers offer their customers improved cash flow and a streamlined payment process – all in One Platform. 

Expert workplace services from a trusted partner.

IIAV’s partnership with The Workplace Advisors provides our members with expert guidance and support services to meet the unique needs of your business.

The Workplace Advisors is a leading national consulting and training firm that understands the needs of independent insurance agents and brokers.

Through our partnership with The Workplace Advisors, you’ll receive unmatched HR support at an affordable monthly rate, including:

• Unlimited HR compliance consulting support with a dedicated consultant
• Custom-tailored Employee Handbook services
• Monthly legislative updates and follow-up consulting support to meet your changing regulatory compliance needs
• Across-the-board savings on our services, including recruiting
• No set-up fees, no employee limits, no kidding!

Subscribe now and unlock the true potential of your organization.

A different hiring approach for the insurance industry

It’s getting harder to fill open postions in insurance. And there will be a lot more soon: 400,000 open positions by 2036 due to retirement alone. Meanwhile, turnover in the insurance industry is on the rise making it more critical than ever o be smart in your hiring.

Why do we need a new approach?

• 74% of employers say they hired the wrong person for the job
• 50% or more of a staff annual salary is spent to replace a bad hire
• 85% of applicants exaggerate on their resumes
• 10 million qualified workers are never considered

Insurance experts where you need them.

Talent is leaving the insurance industry at an alarming rate. So, it’s harder to find the insurance professionals that fit your staffing needs. WAHVE has a solution that takes the time and stress out of landing your next great hire.

Removing your staffing burden.

WAHVE focuses exclusively on the insurance industry. Our staff members are insurance industry veterans. They understand your business and how to find the right vintage talent to meet your needs.

• Quality Ensured: WAHVE’s qualifying software platform and Qualifying Specialists thoroughly assess each candidate so you can be assured their skills and experience will precisely match the requirements of the position.
• Faster Time-to-Value: A remote workforce of vintage experts with over 25 years of experience opens the entire country to your talent search. Our pool of over 4,000 qualified wahves cuts the time to find exactly the right person for your needs.
• Cost Efficient: We save you the cost of countless hours of search. And our veteran contract talent comes at an hourly rate that’s more affordable than you might expect.

IA Valuations is an independent agency valuation and business consulting services company headquartered in Columbus, Ohio. Affiliated with the Ohio Insurance Agency Association and partnered with other state associations across the country, our mission is to provide valuation-based planning to help independent insurance agency owners realize and maximize their value.

What IA Valuations Provides
IA Valuations delivers more than just a number. Their customized valuation reports (typically 40 pages) provide actionable insights to help agency owners:

• Identify growth opportunities
• Maximize agency value
• Build long-term wealth
• Prepare for perpetuation or transition

In addition to valuations, they offer perpetuation planning, financial modeling, buy-sell advising, and other specialized consulting services.

Why IA Valuations Stands Out

• With over 350 completed valuations, the IA Valuations team combines deep industry expertise with a mission-driven approach. Each engagement is personal and collaborative, helping owners understand not only their value but also their potential.
• Access to a powerful data platform to analyze trends across independent agencies—providing even more insights for growth and benchmarking.
• Accessible for All Agency Sizes by making professional valuation services affordable and accessible

Know Your Agency’s Worth
Your agency is a major financial asset—treat it like one. IA Valuations believes every owner should have an annual valuation, just as you’d review your investment portfolio each year.

What’s Your Agency’s True Value?

If you’re an agency owner, your agency is likely your life’s work and your largest single asset. In order to best protect you, your agency and your agency’s future, it’s important to know your agency’s value.

Knowing the value, and more importantly, what drives the value of your agency, provides you with the information to build a plan for your agency today and into the future. Without a plan, your agency, your staff, your clients and all that you have worked hard to build is at risk.

Carey Wallace with Agency Focus will show you the value of your agency as a multiple of EBITDA (Earnings Before Interest Taxes, Depreciation, and Amortization), not a multiple of revenue. You’ll see why this holistic approach is important and how you can leverage this knowledge to plan for your agency and grow and compete in the changing insurance marketplace.

IIAV Members receive a free 30-minute consultation with Agency Focus to discuss their current needs. Schedule a time with Carey Wallace for free by clicking here.