Challenges and Opportunities for the Independent Agency Owner

Date | Time

Tuesday, January 30, 2024
1:00PM – 2:00PM




In the complex world of insurance, you engage in a day-to-day battle to focus on growing your business, not just managing it. During this session, we will discuss the challenges that small agency owners encounter and explore solutions to overcome these obstacles.

Join Brett Rosen, principal of Rosen Advisory, on Tuesday, January 30, from 1-2 p.m. ET as he covers: 

  • Creating equity value, not just an income
  • Assessing your current business value
  • Balancing sales and service
  • Building your pipeline
  • Collaborating with peers for enhanced productivity

Bring your questions and utilize this session to initiate or refine your 2024 business plan!