
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 • 138 episodes
Insurance Refocused
Latest Episodes
#137 - Women Supporting Women w/ Dawnyel Smink
In this episode, Lindsay and Carey sit down with Dawnyel Smink, President of the Western region at Keystone Insurers Group, about her initiatives to empower women in the insurance industry. They discuss the importance of collaboration between m...
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Episode 137
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33:06
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#136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore
In this episode, Lindsay and Carey sit down with Elizabeth Moore, co-founder of Amelia Risk, to discuss on building a specialized insurance agency in the consumer packaged goods (CPG) space. Elizabeth shares how her career path shifted from adv...
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Episode 136
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31:29

#135 - Building a Generational Insurance Agency 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 Insurance 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 - Taking Over the Family Insurance Agency 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
