IA-MBA
Unlock the Foundations of Business Leadership Within Your Agency
The Mini-MBA Program Created for Independent Insurance Agents
Spring 2026 Session: April 8 – June 10
What is the IA-MBA program?
The IA-MBA is a 10-week, fully digital program for current and aspiring leaders within the independent insurance agent community. Focused on the essentials of people management and business finance, it empowers managers at every stage of their careers to reskill and upskill effectively.
To deliver this transformative experience, we have partnered with the expert-led learning platform GoalMakers to offer our members a solution that strengthens their leadership team and directly improves their bottom line.
Modeled after an executive MBA curriculum but streamlined into 10 weeks, the IA-MBA equips your team with the tools to:
- Organizational Leadership: Establishing vision, strategic planning, and aligning company goals.
- People Management: Mastering hiring, creating systems, and leading with the proper management style.
- Financial Mastery: Reading financial statements and understanding how to improve them.
The IA-MBA targets both emerging and seasoned leaders, ensuring they grasp the intricacies of financials and learn how to apply these skills to maximize their team’s performance, serve the right customers, and enhance their hiring processes—creating an immediate impact on your organization.
Designed for the modern, busy professional, the entirely virtual format enables participants to learn at any time and from anywhere. eLearning has proven to be the most efficient method for upskilling, and this program is tailored for those managing full-time careers.
Participants will also benefit from networking with peers nationwide. With insights from industry experts and the opportunity to engage with other independent insurance agents, the program offers a unique blend of practical learning and peer collaboration.
Who is this program for?
The IA-MBA is ideal for those currently in or stepping into management roles. Whether you’re new to management or a seasoned leader seeking to refine your skills, the program offers resources to enhance your success.
It is more than self-paced learning — it’s a social learning experience. You’ll engage with other independent insurance agents nationwide, sharing insights and learning from their challenges and successes.
Additionally, we encourage teams to participate together. Discounts are available starting with just 2 participants, and teams of 5 or more can save $1000. This collaborative approach enhances organizational alignment, ensuring your leadership team can cohesively implement what they’ve learned.
What impact will this have on my growth?
By the end of the program, you will be equipped with practical tools, knowledge, and a supportive community to implement new strategies in your daily role.
This isn’t just learning for learning’s sake—participants will see an immediate impact, from improving team dynamics to making data-driven financial decisions. You’ll emerge as a more confident and capable leader, ready to drive personal and organizational success.
Additionally, you’ll receive the IA-MBA Certificate of Completion, including a digital badge for LinkedIn and professional recognition.