Agency Intelligence: The Insurance Podcast Network

Power Women In Insurance: Stepping Out of Our Comfort Zones But Achieving Awesome Growth With Agency Point

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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


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        Agency Intelligence: The Insurance Podcast NetworkBy Agency Intelligence
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