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!
Insurance Refocused
#43 - The Internship of Buying an Agency w/ Lisa Hengel
In this episode, Carey and Lindsay sit down with Lisa Hengel from Willow Wood Insurance Agency to talk about her journey buying an agency, or as she calls it, her 'internship.' We delve into the real-world lessons she learned, what it was like bringing a new team member on board, and how she stumbled upon the two agencies she now owns.
Sponsored by AgencyPoint
This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused
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