Insurance Refocused

Lindsay & Carey Wallace
  • 4.9 (45)
  • 商务
  • 一周一更
Insurance Refocused

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!

  1. #93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike Strakhov

    3天前

    #93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike Strakhov

    In this episode, Lindsay and Carey Wallace sit down with Mike Wagar and Mike Strakhov from Westfield Bank, to discuss the dynamics of the insurance lending market. They explore the current state of the market, predictions for 2024 and 2025, and strategies for independent agents looking to grow through acquisitions. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents ...

    35 分钟

  2. 10月29日

    #92 - Increasing Your Agencies Valuation

    In this co-hosted solo episode, Lindsay and Carey Wallace dive into key strategies for boosting the valuation and overall value of an insurance agency. They cover essential topics like preparation, defining a niche, improving efficiency, leveraging technology, maximizing carrier relationships, and driving strategic growth through acquisitions. Emphasizing the importance of having a clear plan, understanding financials, and documenting processes, this episode offers actionable insights for enh...

    34 分钟
  3. #91 - The Data-Driven Future of Insurance w/ Kabir Syed

    10月22日

    #91 - The Data-Driven Future of Insurance w/ Kabir Syed

    In this episode Lindsay and Carey sit down with Kabir Syed, the Founder CEO of Ennabl to discuss the critical role of data and technology in the insurance industry. He shares his journey into insurance, the importance of data in underwriting and risk assessment, and the challenges faced by agencies in utilizing data effectively. The discussion also covers the impact of AI on the industry, emphasizing that while AI can automate many tasks, the human element and relationships remain vital. Kabi...

    40 分钟
  4. #90 - Marketing Drives Agency Acquisitions w/ Nick Vitali

    10月15日

    #90 - Marketing Drives Agency Acquisitions w/ Nick Vitali

    In this episode, Lindsay and Carey sit down with Nick Vitali, Vice President & Co-Owner of All About Insurance to explore the power of marketing in agency growth. They discuss how NIL (Name, Image, Likeness) partnerships have elevated the agency’s visibility, strengthened relationships with influential clients, and helped choose the right athletes or influencers to align with the agency's goals. The conversation also covers strategies for turning high-profile clients into advocates and th...

    38 分钟
  5. #89 - Humanity is Our Biggest Superpower w/ Vonda Copeland

    10月8日

    #89 - Humanity is Our Biggest Superpower w/ Vonda Copeland

    In this episode, Lindsay and Carey sit down with Vonda Copeland to chat about the importance of community support and gratitude in the face of adversity. Vonda shares her experiences giving back to her community with the Flint Hills Foster Teen Camps, a program dedicated to helping foster teens overcome trauma and prepare for adulthood, and her recent announcement on being named an Executive Committee Member for the National Association of Professional Insurance Agents. This episode is b...

    30 分钟
  6. #88 - Don't Fall in Love With the Deal w/ Bradley Flowers

    10月1日

    #88 - Don't Fall in Love With the Deal w/ Bradley Flowers

    In this episode, Lindsay and Carey sit down with Bradley, co-host of the Insurance Guys Podcast and Owner of Portal Insurance to discuss the intricacies of mergers and acquisitions (M&A) in the insurance industry. They explore Bradley's journey in finding the right acquisition, the challenges faced during the due diligence process, and the importance of understanding financials and valuations. The discussion also highlights the significance of employee management post-acquisition and shar...

    45 分钟
  7. #87 - Establishing Authority in Your Niche w/ Bill Butler

    9月24日

    #87 - Establishing Authority in Your Niche w/ Bill Butler

    In this episode, Lindsay and Carey sit down with Bill Butler from Butler & Associates Insurance Agency to discuss the journey of transitioning from a generalist insurance agency to a niche-focused agency. Bill shares his experiences, challenges, and successes in choosing his niche, emphasizing the importance of market research, understanding client needs, and the value of commitment and hard work. He also highlights innovative marketing strategies, such as writing a book and launching a p...

    39 分钟
  8. #86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen

    9月17日

    #86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen

    In this episode, Lindsay and Carey Wallace sit down with Rob Bowen, the owner of Patriotic Insurance Group, about his first seven months post acquisition. They discuss the process of getting on an approved buyer's list, the challenges of acquiring a paper-based agency and the challenges and lessons learned during the transition period, such as data import, technology implementation, and cultural adjustments. This episode is brought to you by Cake, connecting independent insurance agents ...

    48 分钟
查看全部 94 集

预告

4.9
共 5 分
45 个评分

关于

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!

信息

  • 创作者
    Lindsay & Carey Wallace
  • 活跃年份
    2023年 - 2024年
  • 单集
    94
  • 分级
    儿童不宜
  • 版权
    © 2024 Insurance Refocused
  • 节目网站
    Insurance Refocused

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