
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 • 111 episodes
Insurance Refocused
Latest Episodes
#110 - High Risk Niche w/ Chris Larmore
In this episode, Lindsay and Carey sit down with Chris Larmore to discuss his experience in building a niche agency specializing in high risk construction markets. They explore the challenges and opportunities within the insurance market, the i...
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Episode 110
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30:55

#109 - Failing to Plan: An Agency's Biggest Risk
In this episode, Lindsay and Carey discuss the importance of perpetuation planning for agency owners and the consequences in the event of not having a plan in place. They dive into the components that should be included in a perpetuation plan, ...
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Episode 109
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30:10

#108 - Agency Risk Factors
In this episode, Lindsay and Carey discuss risk factors affecting agency value, emphasizing the concept of transferability. Carey explains how transferability relates to the predictability of an agency's ongoing performance and the various fact...
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Episode 108
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27:51

#107 - The Future of Remote Work w/ Jim Schubert
In this episode, Lindsay and Carey Wallace, sit down with Jim Schubert, owner of Southern States Insurance, Inc. to explore the dynamics of remote work, the role of virtual assistants in agencies, the impact of employee retention on agency succ...
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Episode 107
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40:35
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#106 - Supporting Sales in the Insurance Industry w/ Karl Sherrill
In this episode, Lindsay and Carey Wallace sit down with Karl Sherrill to discuss the importance of sales training and the dynamics of agency transitions. Karl shares his personal journey into the insurance world, emphasizing the potential for ...
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Episode 105
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31:19
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