Episode 256: Connecting the Dots in Your Agency with Agency Pointe

Today, we’ve got a powerhouse lineup giving you the inside scoop on maximizing your agency’s value and operations.

Carey Wallace, Chris Paradiso, and Aaron Stocks break down the importance of specialized legal expertise in your business transactions, while leveraging outside skills in accounting and payroll to sharpen your agency’s focus on what it does best. We jump in with financial insights that could be the key to boosting your agency’s evaluation and stressing the imperativeness of proper planning.

What’s more, we’ll introduce you to Agency Point, a game-changing platform that consolidates essential services like law, technology, and human capital uniquely designed for insurance agencies. Say goodbye to vendor juggling and hello to streamlined, industry-specific support.

Get ready for a wealth of strategies and stories that will inspire savvy decision-making and proactive growth in your business. This episode is packed with years of wisdom, all aimed at helping you avoid mishaps and keep your agency thriving.


  • Small business owners lack financial and business training.
  • Bookkeeping and taxes differ, impacting business costs.
  • Consistency in financials prevents potential profitability discount.
  • Issues with trust accounting, inflating numbers, reconciling.
  • Commission reconciliation is crucial for insurance agents.
  • Ensuring appropriate agreements for agency transitions is crucial.
  • Outsourcing can enhance business growth and efficiency.


About Agency Point:

Bookkeeping for the Independent Insurance Agency.

At AgencyPoint, we understand that keeping your independent insurance agency’s finances in order can be a daunting task. That’s why we offer expert bookkeeping services tailored to your specific needs. When properly using your Agency Management System for bookkeeping, we can provide you with the tools and insights necessary to make informed decisions for your agency.

With AgencyPoint, you can rest assured that your finances are in capable hands, allowing you to focus on what you do best: running your agency. Contact us today to learn how we can help you achieve your financial goals.



Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [email protected]

Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Podcast: http://unstoppableprofitpodcast.com

If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

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