Carly Sherman (1)

Carly Sherman

Book Management Coach

(314) 333-4933

I help drive your agency’s profitability through data and best practices.

How I help VIAA Members:

I help VIAA members achieve profitability through data-driven insights and best practices in book management, offering personalized guidance on book rolls, educating on loss report analysis, and aligning agencies with carrier appetites to ensure sustained growth and success.

Favorite Part About My Job:

Collaborating with a community focused on achieving financial success. Coaching is particularly fulfilling when I see our strategies directly contribute to significant financial gains for our members.

Fun Fact:

The Powers family, founders of VIAA (Valley Insurance Agency Alliance), sat together in 2006 to discuss what value they could bring to an independent insurance agency. They identified pain points they had experienced themselves as a new agency and formed VIAA to help others overcome those challenges.

Bio:

The Powers family, founders of VIAA (Valley Insurance Agency Alliance), sat together in 2006 to discuss what value they could bring to an independent insurance agency. They identified pain points they had experienced themselves as a new agency and formed VIAA to help others overcome those challenges.