46 episodes
Insurance Refocused Lindsay & Carey Wallace
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- Business
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5.0 • 43 Ratings
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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!
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#45 - Beginners Guide to Acquisitions w/ Rob Bowen
In this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before considering acquisitions, the red flags to look out for when evaluating potential agencies to buy, and the challenges of integrating paper-based agencies into a technology-driven environment.
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SPONSORS
Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused
Agency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/ -
#44 - Automation: The Power of Time w/ Casey Nelson
In this episode Carey and Lindsay sit down with Casey Nelson from Stakwise to talk about how automation can give your agency back valuable time, help build processes and expectations with your customers.
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SPONSORS
Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused
Agency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/ -
#43 - The Internship of Buying an Agency w/ Lisa Hengel
In this episode, Carey and Lindsay sit down with Lisa Hengel from Willow Wood Insurance Agency to talk about her journey buying an agency, or as she calls it, her 'internship.' We delve into the real-world lessons she learned, what it was like bringing a new team member on board, and how she stumbled upon the two agencies she now owns.
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SPONSORS
Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused
Agency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/ -
#42 - Generations of Teaching w/ Christy & Chasity Ross
In this episode Carey and Lindsay sit down with Mother and Daughter Duo Christy & Chasity Ross from Cecil A. Ross Investment & Insurance Group to talk about how they are utilizing technology in their multi-generational family agency, what training looks like, and their take on how being a family agency gives you an edge on a hard market.
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SPONSORS
Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused
Agency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/ -
#41 - Steady Process Progress w/ Thomas Mann
In this episode, Carey and Lindsay sit down with Thomas Mann from Aureus Analytics to discuss agency data, the utilization of predictive processes for safeguarding your human capital, and the technological strategies employed by agencies.
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SPONSORS
Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused
Agency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/ -
#40 - M&A is a Bullet Point on the Journey w/ Keith Savino
In this episode, Carey and Lindsay sit down with Keith Savino, Managing Partner at PCF Insurance Services, to discuss navigating M&A decisions, keeping 'the point of sale' in mind after 'the point of sale,' and the transformation that occurs when you begin to view your agency as a business rather than just a lifestyle.
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SPONSORS
Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused
Agency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/
/////////////
Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
Customer Reviews
Excellent mix of topics and guests
Carey and Lindsay make a great team and create a very comfortable environment as a guest and listener. And, they are assembling a great mix of guests and topics to share with our industry.
One of my favorite listens each week
If you aren’t learning something from this show, you aren’t listening to it right! I love Carey and Lindsay do a phenomenal job on this podcast. The world of M&A and agency marketing can be confusing and get overwhelming, but this podcast has the right mix of energy and knowledge and fun to make it easy to listen! I highly recommend you stop reading this review and hit play right now !! What are you waiting for ?!
I took pages of notes!
Carey and Lindsay are a dream team! I took four pages of notes after listening to their episode with Mike Fusco about bots. Highly actionable content!!