
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 • 143 episodes
Insurance Refocused
Latest Episodes
#142 - Doubling Your Independent Insurance Agency's Value in Three Years
In this episode of Insurance Refocused, Carey and Lindsay Wallace break down a powerful agency transformation that doubled in value in just four years. Starting with $3.5 million in revenue and 27–28% profitability, this agency faced k...
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Episode 142
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28:05

What to Know Before Buying an Agency (Carey & Hawksoft)
In this special re-release, we’re sharing an episode originally featured on HawkSoft’s Insurance Perspectives podcast. Carey joins Kenny Hendricks to break down what it really takes to buy an agency—from assessing your readiness and ev...
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Episode 141
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39:23

#140 - Why Transferability Defines Your Agency’s Value w/ Monica Adwani
Your agency might have strong revenue, solid margins, and loyal clients, but does the business truly stand on its own? The answer comes down to transferability.In this episode, Lindsay and Carey Wallace talk with Monica Adwani of Breezy ...
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Episode 140
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33:14
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#139 - Transitioning from Captive to Independent w/ Charley Todd
In this episode, Lindsay and Carey Wallace sit down with Charley Todd from Charley Insurance to explore his pivotal decision to transition from a captive agency to the independent side of the insurance industry. They delve into the motivations ...
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Episode 139
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40:47
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#138 - Inside the Acquisition: Year After Reflection w/ Rob Bowen
In this episode, Lindsay and Carey Wallace sit down with Rob Bowen from Patriotic Insurance Group to reflect on his first-year post-acquisition. They explore the challenges and lessons learned during the transition from a paper-based system to ...
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Episode 138
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37:21
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