71 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!

    #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
    #67 - Investing in the Right Tools w/ Kevin Panter

    #67 - Investing in the Right Tools w/ Kevin Panter

    In this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes the importance of hiring the right people, partnering with the right companies, and investing in technology to enhance agency operations. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a ...

    • 37 min
    #66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver

    #66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver

    In this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment contracts. She explains that non-competes are agreements between employers and employees that prevent the employee from working for a competitor during or after employment. The FTC's ruling prohibits employers from entering into or enforcing non-compe...

    • 42 min
    #65 - Playing the Long Game w/ Jimi Honochick

    #65 - Playing the Long Game w/ Jimi Honochick

    In this episode, Carey and Lindsay sit down with Jimi Honachek, Vice President of YMI Insurance, to talk about his industry journey. From integrating into his family agency's legacy to fostering trust among the staff, Jimi shares invaluable insights reflecting on his podcasts for local marketing initiatives, and the intricacies of implementing transformative changes such as process and technology upgrades. ///////////// Agency Focus is the premier resource for agents to understand their...

    • 32 min

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