74 episodes

The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!

Insurance Refocused Lindsay & Carey Wallace

    • Business

The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!

    #73 - Video is a Game Changer w/ Chris Langille

    #73 - Video is a Game Changer w/ Chris Langille

    In this episode Carey and Lindsay sit down with Chris Langille, Founder of Advisor Evolved to talk about the importance of branding and the use of video content to enhance brand presence. Chris gives advice to agencies who may be struggling to create engaging content and gives examples of the way he humanizes his approach to branding. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare fo...

    • 37 min
    #72 - Business Partnerships: Lessons Learned w/ Grant Weber

    #72 - Business Partnerships: Lessons Learned w/ Grant Weber

    In this episode Carey and Lindsay sit down with Grant Weber, President of TruSummit Insurance Solutions to talk about the entrepreneurship, partnerships, and the challenges of business ownership. Grant shares his personal experiences and lessons learned, offering valuable advice for those considering partnerships. He emphasizes the importance of clear communication, detailed contracts, and the impact of personal experiences on professional decisions. ///////////// Agency Focus is the premier ...

    • 35 min
    #71 - Could Data Change the Acquisition Space w/ David Watson

    #71 - Could Data Change the Acquisition Space w/ David Watson

    In this episode, Carey and Lindsay are joined by David Watson from RiskAdvisor to talk about the impact of data on agency operations and acquisitions. The conversation covers the topic of RiskAdvisor's functionality, and explores the efficiency and value of capturing and leveraging data, as well as the potential for data-driven decision-making in an agency acquisition. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ow...

    • 37 min
    #70 - Launching Trusted Risk Advisor Status

    #70 - Launching Trusted Risk Advisor Status

    In this episode, Lindsay and Carey sit down with Elliot Bassett, the president of Ellerbrock-Norris and co-founder of Rocketship Ventures. They discuss Elliot's journey in the insurance industry and the development of Launch, a software platform designed to help insurance agencies become trusted advisors to their clients providing a roadmap to assist in ways to improve their insurance score and build client relationships. ///////////// Agency Focus is the premier resource for agents to ...

    • 33 min
    #69 - Embracing Vulnerability and Authenticity w/ Meg McKeen

    #69 - Embracing Vulnerability and Authenticity w/ Meg McKeen

    In this episode, Lindsay and Carey are joined by Meg McKean to discuss imposter syndrome, knowing your worth, and redefining success. They explore the challenges and doubts that come with pursuing a non-traditional career path, the importance of embracing your own journey, and the power of vulnerability and authenticity. Meg shares her own experiences and offers advice on how to navigate imposter syndrome and make choices that align with your values and goals. The conversation highlights the ...

    • 36 min
    #68 - Family First w/ Olivia Schmitt

    #68 - Family First w/ Olivia Schmitt

    In this episode, Lindsay and Carey sit down with Olivia Schmitt from Vertafore to talk about personal and professional growth in the insurance industry. Covering various topics, including their love for family and dogs, the importance of having a mentor, and redefining success in different areas of life. Olivia shares her experience transitioning from a small insurance company to a large company and emphasizes the value of finding a mentor in navigating the industry. ///////////// Agenc...

    • 33 min

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
A Bit of Optimism
iHeartPodcasts
Masters of Scale
WaitWhat
VT Podcast “Ideas That Matter”
Africa Podcast Network
Founders
David Senra
Think Fast, Talk Smart: Communication Techniques
Stanford GSB

You Might Also Like

The Scratch Agency Podcast
The Scratch Agency Podcast
Unstoppable Profit Podcast Hosted by Mike Stromsoe
Mike Stromsoe
Power Producers Podcast
David Carothers
Agency Intelligence: The Insurance Podcast Network
Agency Intelligence
The Insurance Guys Podcast
Scott Howell & Bradley Flowers
ATO Podcast
Brad Boldt