Insurance Refocused

By Lindsay & Carey Wallace

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Category: Business

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Subscribers: 3
Reviews: 0
Episodes: 130

Description

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 Z 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! 

Episode Date
#129 - From R&B Artist to Agency Owner w/ Jarrard "Rod" Powell Sr.
Jul 15, 2025
#128 - Exploring the Insurance Industry w/ Molly Harrigan
Jul 08, 2025
#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers
Jul 01, 2025
#126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard
Jun 24, 2025
#125 - Reinventing Insurance: Talent, Tech, and Taking Risks w/ Aubie Knight
Jun 17, 2025
#124 - The Future of Work: Bots in Insurance w/ Raul Guerra
Jun 10, 2025
#123 - Decoding Leadership Excellence w/ David Keller
Jun 03, 2025
#122 - The Art of Knowing When to Walk Away in Business w/ Jeff Brehmer
May 27, 2025
#121 - The Heart of Operations: Building a Strong Agency w/ Jessica Yarbrough
May 20, 2025
#120 - Navigating Family Dynamics in Business w/ Jackson Rollo
May 13, 2025
#119 - Agency Risk
May 06, 2025
#118 - Concentration Risk
Apr 29, 2025
#117 - Can AI Answer Your Agency’s Phones? w/ Francisco Lopes
Apr 22, 2025
#116 - Buying an Agency After Loss w/ Ted Rusinoff
Apr 15, 2025
#115 - Harnessing AI in Insurance w/ Landry Fields
Apr 08, 2025
#114 - Preparing an Agency For Sale w/ Steve Carroll
Apr 01, 2025
#113 - The Power of Mastermind Groups w/ Jason Kilgo
Mar 25, 2025
#112 - Internal Transition of a Family Insurance Agency w/ Landon Bentham
Mar 18, 2025
#111 - The Journey of Female Entrepreneurs w/ Julie Webb
Mar 11, 2025
#110 - High Risk Niche w/ Chris Larmore
Mar 04, 2025
#109 - Failing to Plan: An Agency's Biggest Risk
Feb 25, 2025
#108 - Agency Risk Factors
Feb 18, 2025
#107 - The Future of Remote Work w/ Jim Schubert
Feb 11, 2025
#106 - Supporting Sales in the Insurance Industry w/ Karl Sherrill
Feb 04, 2025
#105 - Family Agency Ownership Transition w/ Jordan Piland
Jan 28, 2025
#104 - Starting From Scratch w/ Charles McDade
Jan 21, 2025
#103 - Effective Tax Planning w/ Andre Logan, Ivan Kan & Aaron Stocks
Jan 14, 2025
#102 - Not All Buyers are Right for Every Seller w/ Jake Jensen & Kevin Callister
Jan 07, 2025
#101 - 2025 Predictions w/ Thomas Mann
Dec 31, 2024
#100 - The Insurtech Santa w/ Frank Sentner
Dec 24, 2024
#99 - Creating an Internship Program w/ Andrew Darlington
Dec 17, 2024
#98 - Choosing a Network w/ Dawnyel Smink
Dec 10, 2024
#97 - Project 55: Empowering Mental Health Awareness w/ Justin Goodman & Brenden Corr
Dec 03, 2024
#96 - Permission to Fail w/ Andrew Ryan
Nov 26, 2024
#95 - What Even Is a Valuation Report Anyways w/ Carey & Lindsay
Nov 19, 2024
#94 - Solving the People Problem w/ Billy Wagner
Nov 12, 2024
#93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike Strakhov
Nov 05, 2024
#92 - Increasing Your Agencies Valuation
Oct 29, 2024
#91 - The Data-Driven Future of Insurance w/ Kabir Syed
Oct 22, 2024
#90 - Marketing Drives Agency Acquisitions w/ Nick Vitali
Oct 15, 2024
#89 - Humanity is Our Biggest Superpower w/ Vonda Copeland
Oct 08, 2024
#88 - Don't Fall in Love With the Deal w/ Bradley Flowers
Oct 01, 2024
#87 - Establishing Authority in Your Niche w/ Bill Butler
Sep 24, 2024
#86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen
Sep 17, 2024
#85 - Disrupting Systemic Poverty w/ Wessly J. Anderson
Sep 10, 2024
#84 - Holding Court w/ Heath (The Mayor) Shearon
Sep 03, 2024
#83 - Redefining Ability: Autism in the Workplace w/ Spencer Berg
Aug 27, 2024
#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul Hawkins
Aug 20, 2024
#81 - Four Generations of Trimbles w/ Kirt Trimble
Aug 13, 2024
#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks
Aug 06, 2024
#79 Reflections on Year One as CEO of Big I w/ Charles Symington
Jul 30, 2024
#78 - Lead Gen Strategy w/ Jonathan Lugo
Jul 23, 2024
#77 - 37 Agencies and the Road to One More Policy w/ John Darr
Jul 16, 2024
#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate
Jul 09, 2024
#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe
Jul 02, 2024
#74 - Deciding to Sell the Agency w/ Matt Crismore
Jun 25, 2024
#73 - Video is a Game Changer w/ Chris Langille
Jun 18, 2024
#72 - Business Partnerships: Lessons Learned w/ Grant Weber
Jun 11, 2024
#71 - Could Data Change the Acquisition Space w/ David Watson
Jun 04, 2024
#70 - Launching Trusted Risk Advisor Status
May 28, 2024
#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen
May 21, 2024
#68 - Family First w/ Olivia Schmitt
May 14, 2024
#67 - Investing in the Right Tools w/ Kevin Panter
May 07, 2024
#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver
Apr 30, 2024
#65 - Playing the Long Game w/ Jimi Honochick
Apr 23, 2024
#64 - From Doctor to Insurance Agent w/ Jacob Eisenrich
Apr 16, 2024
#63 - The Truth about Selling Your Agency w/ Matt Naimoli
Apr 09, 2024
#62 - Marketing 101 w/ Daniel Smith
Apr 02, 2024
#61 - In Memory of Bobby Salmon
Mar 26, 2024
#60 - Reflecting on Failures w/ Chris Paradiso
Mar 19, 2024
#59 - Owning Your Niche w/ Clinton Orr
Mar 12, 2024
#58 - Navigating Partnerships w/ Chris May
Mar 05, 2024
#57 - Planning for Ownership Transfers w/ Erik Garcia
Feb 27, 2024
#56 - Financial Planning for Agency Owners w/ Erik Garcia
Feb 20, 2024
#55 - Financially Preparing for Ownership w/ Erik Garcia
Feb 13, 2024
#54 - Selling the Family Legacy w/ Christos Provistalis
Feb 06, 2024
#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares
Jan 30, 2024
#52 - Agents Learning From Agents w/ Michael McCormick & Taylor Dobbie
Jan 23, 2024
#51 - Finding Your Staff's Right Seat w/ Missy Stallings
Jan 16, 2024
#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
Jan 09, 2024
#49 - Optimizing AI w/ CJ Hutsenpiller
Jan 02, 2024
#48 - Back to Sales Basics w/ Billy Williams
Dec 27, 2023
#47 - Double Your Manpower & Cut Your Costs w/ Austin Moorehead
Dec 19, 2023
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss
Dec 12, 2023
#45 - Beginners Guide to Acquisitions w/ Rob Bowen
Dec 05, 2023
#44 - Automation: The Power of Time w/ Casey Nelson
Nov 28, 2023
#43 - The Internship of Buying an Agency w/ Lisa Hengel
Nov 21, 2023
#42 - Generations of Teaching w/ Christy & Chasity Ross
Nov 14, 2023
#41 - Steady Process Progress w/ Thomas Mann
Nov 07, 2023
#40 - M&A is a Bullet Point on the Journey w/ Keith Savino
Oct 31, 2023
#39 - Funding the Sale w/ Mike Wagar
Oct 24, 2023
#38 - Breaking Down Data w/ Pat West
Oct 17, 2023
#37 - Agency Mergers: Cash to Bots w/ Angela Trimble
Oct 10, 2023
#36 - Pivot to Success w/ Nicole Ostrander
Oct 03, 2023
#35 - The Building Process w/ Daniel Rohrbaugh
Sep 26, 2023
#34 - Craving Connection w/ Mike Crowley
Sep 19, 2023
#33 - Like Mother Like Daughter w/ Teresa and Kaleigh Kitchens
Sep 12, 2023
#32 - Habits & Relationships w/ Terren Moore
Sep 05, 2023
#31 - Influencing Culture w/ Emmanuel Osuyah
Aug 29, 2023
#30 - Risk Proof Your Business w/ Chris Greene
Aug 22, 2023
#29 - Talkin' EBITDA w/ Andrew Wynn
Aug 15, 2023
#28 - Your Agency Is Your Engine w/ Josh Gurley
Aug 08, 2023
#27 - Automating Personal Lines w/ Elle Bunn Lappan
Aug 01, 2023
#26 - After the Sale w/ Max Olson
Jul 25, 2023
#25 - Running on Data w/ Ryan Pessell
Jul 18, 2023
#24 - Independence: A Blessing & a Curse w/ Chris Cline
Jul 11, 2023
#23 - Selling Your Story w/ Ciara Gravier
Jul 04, 2023
#22 - Let the Data Lead You w/ Seth Zaremba
Jun 27, 2023
#21 - In the Absence of a Plan w/ Abigail Whorton
Jun 20, 2023
#20 - Delivering a Premium Experience w/ Jack Wingate
Jun 13, 2023
#19 - The Marketing Journey w/ Dani Kimble
Jun 06, 2023
#18 - Proud to Be w/ Scott Howell
May 30, 2023
#17 - Wearing the Hat to Solve the Problem w/ Cyrus Jaffery
May 23, 2023
#16 - Building a Legacy w/ Aaron Gordon
May 16, 2023
#15 - The Bots Have Arrived w/ Mike Fusco
May 09, 2023
#14 - Achieving Freedom w/ Mike Stromsoe
May 02, 2023
#13 - Start With What Works w/ Matt O'Neill
Apr 25, 2023
#12 - The Power of Being Intentional w/ Pat O'Neill
Apr 18, 2023
#11 - Coverage from Fayetteville, NC to Qatar w/ Landon Bentham
Apr 11, 2023
#10 - Technology is a BIG Decision w/ George Robertson
Apr 04, 2023
#9 - The Biggest Sale of My Life w/ Ryan Reynolds
Mar 28, 2023
#8 - The M&A Game Has Changed w/ Jared Roy
Mar 21, 2023
#7 - Leading by the Numbers w/ Michelle O'Connor
Mar 14, 2023
#6 - Have Some Dog In You w/ Kyle Becker
Mar 07, 2023
#5 - Trust is the Foundation of Change w/ Matt Simon
Feb 28, 2023
#4 - Insuring the Future w/ Bobby Salmon
Feb 21, 2023
#3 - Culture: Love Your People w/ Beth DeLaForest
Feb 14, 2023
#2 - Redefining Community w/ Joe Hollier
Feb 07, 2023
#1 - Data Changes Everything w/ Syd Roe
Jan 31, 2023
Intro to Insurance Refocused: A Sneak Peek!
Jan 29, 2023