Colby Allen, MBA, CMA, CXAP, ARM, AIDA, VP of Valuations & Consulting, Agency Brokerage

As VP of Valuation and Consulting at Agency Brokerage, Colby helps agency owners chart a course to achieve their growth and exit goals.  He brings over 12 years of experience working on both the agency and carrier sides of the industry.

Before joining Agency Brokerage, Colby worked in finance, operations, and project management for a national agency, as well as customer experience and innovation research for a regional carrier, and most recently independent consulting for agencies as a Fractional CFO. He has extensive experience in meaningful data analysis, financial operations, agency valuations, strategic planning, and exit planning to help agency owners and managers set a course for achievable growth. He is a published industry expert and public speaker.

Colby earned his Bachelor’s degree in Insurance, Risk Management, and Finance, as well as an MBA in Finance, from the University of Louisiana at Lafayette. He also holds a Property & Casualty producer license as well as numerous designations such as the Certified Management Accountant (CMA), Customer Experience and Analytics Professional (CXAP), Associate in Risk Management (ARM), and the Associate in Insurance Data Analytics (AIDA).