Solutions // Compensation Analysis

Drive Productivity & Retain Top Talent

Evaluate and optimize your agency's pay structures to drive productivity, attract and retain top talent

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Align with Industry Standards

Ensure that your structure positions the agency to maximize future opportunities

Put Data Behind Decisions

Provide analysis to weigh outsourcing, and other alternative staffing solutions

Productivity Analysis

Compare your productivity to industry standards and adjust for longevity and optimization

How it works

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We will spend time discussing your specific needs. Whether it's a particular concern you're looking to address or you simply want to get your house in order, we'll help outline the best course of action. You'll receive a personalized proposal tailored to your goals using our proven methods to achieve them effectively.
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Or more context-specific for your business
A member of our team will guide you step by step through gathering the necessary information for the service and assist in troubleshooting any challenges in locating it within your systems. We will then review the submitted data and seek additional clarification as needed to ensure an accurate and thorough analysis. All data is stored securely.
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Using industry standards and proven methodologies, our team will perform a detailed analysis to deliver actionable insights. Depending on the service, this may include financial trends, market benchmarking, valuation calculations, or growth potential assessments.
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You will receive a comprehensive report detailing our findings. Our team will schedule a call to review key sections, gather any additional quantitative context, and ensure you fully understand the insights and recommendations. This step allows for discussion of any factors that might impact the results of the analysis.
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After incorporating notes from our review meeting into the final report, we will provide additional documentation or support as needed. This ensures you are fully prepared to use the analysis and recommendations for your intended purpose, whether it’s strategic planning, operational improvements, or another goal.

"Compensation is the biggest expense in any business, so I turned to Carey for guidance. She exceeded expectations, uncovering opportunities we hadn’t considered with sharp insights and practical advice. Carey’s expertise and professionalism made a significant impact on our compensation audit.".

Billy Wagner  - AA

Billy Wagner
Brightway Insurance

"Carey is top of the heap when it comes to sound financial advice for todays independent insurance agencies. She keeps financials simple and has a sound outlook on budget forecasting and managerial accounting."

Landon Bentham   - AA

Landon Bentham  
Callahan & Rice Insurance Group Inc

"Initially engaged to help with a partial sale and got invaluable advice on my compensation packages, leading to changes in how I pay my staff. When the chance to hire a new producer arose, I re-engaged guidance on the agreement and compensation structure and will again."

Eric Garcia

Eric Garcia
Garcia Insurance Services