
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 • 118 episodes
Insurance Refocused
Latest Episodes
#117 - Can AI Answer Your Agency’s Phones? w/ Francisco Lopes
In this episode, Lindsay and Carey sit down with Francisco Lopes to talk about the innovative AI technology he developed for insurance agencies. The AI functions as a receptionist, handling calls and customer inquiries while maintaining a perso...
•
Episode 117
•
31:26
.png)
#116 - Buying an Agency After Loss w/ Ted Rusinoff
In this episode, Carey and Lindsay sit down with Ted Rusinoff to discuss a transition story few agency owners prepare for, purchasing an agency after the unexpected death of its owner.Ted shares the real-world challenges of stabilizing ...
•
Episode 116
•
39:45

#115 - Harnessing AI in Insurance w/ Landry Fields
In this episode, Lindsay and Carey sit down with Landry Fields from Nova Insurance Group to talk about how he's leveraging of AI into his agency for content creation, enhancing efficiency, marketing, and training. He shares insights into the ri...
•
Episode 115
•
47:09
.png)
#114 - Preparing an Agency For Sale w/ Steve Carroll
In this episode, Lindsay and Carey sit down with Steve Carroll from Patriot Growth Insurance Services to talk about current market dynamics and the characteristics of agencies that are well-prepared for sale. They discuss the importance of unde...
•
Episode 114
•
37:58
.png)
#113 - The Power of Mastermind Groups w/ Jason Kilgo
In this episode, Lindsay and Carey sit down with Jason Kilgo from Kilgo Insurance, to talk about importance of building connections through mastermind groups, the value of sharing knowledge and the significance of trust and transparency in busi...
•
Episode 113
•
33:48
.png)