
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 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!
Podcasting since 2023 • 136 episodes
Insurance Refocused
Latest Episodes
#135 - A 99-Year Insurance Legacy w/ Lee Gaudette
In this episode, Lindsay and Carey Wallace sit down with Lee Gaudette from Gaudette Insurance Agency. They discuss the evolution of the insurance industry, the importance of generational perspectives, and the role of community engagement. Lee s...
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29:12

#134 - What Banks Look for in Agency Buyers w/ Kimberly Bunce
In this episode, Carey and Lindsay Wallace sit down with Kimberly Bunce from Security Financial Bank to explore the intricacies of the insurance industry. Kimberly shares her journey from accounting to banking, offering a unique perspective on ...
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Episode 134
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40:41

#133 - From Rock Drummer to Insurance CEO w/ Taylor Garcia
In this episode, Carey and Lindsay sit down with Taylor Garcia, owner of Jackson & Jackson Insurance, to discuss his unique journey from musician to insurance leader. Taylor shares his experience taking over the family business, the challen...
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Episode 133
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39:15

#132 - AI’s Tidal Wave in Insurance Industry w/ Justin Thomas
In this episode, Carey and Lindsay Wallace sit down with Justin Thomas, CEO of YourPolicy Insurance Agency, to discuss the evolving landscape of the insurance industry, particularly about the impact of AI. Justin shares his journey into insuran...
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Episode 132
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32:47

#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr
In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the intricacies of agency acquisitions in the insurance industry. They explore the impact of acquisitions on client rel...
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Episode 131
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28:33
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