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!
Podcasting since 2023 • 96 episodes
Insurance Refocused
Latest Episodes
#95 - What Even Is a Valuation Report Anyways w/ Carey & Lindsay
In this episode, Lindsay and Carey Wallace answer the question "What even is a valuation report anyways?" and break down what a valuation report really is, why understanding your agency’s worth is crucial, and the key components that make up an...
•
Episode 95
•
31:52
#94 - Solving the People Problem w/ Billy Wagner
In this episode, Carey and Lindsay Wallace sit down with Billy Wagner to explore the transition from being an operator to a CEO, emphasizing the importance of building a high-performance team and solving the people problem. Billy shares insight...
•
Episode 94
•
42:44
#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...
•
Episode 93
•
35:14
#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, levera...
•
Episode 92
•
33:38
#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 an...
•
Episode 91
•
40:23