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!
Episodes
139 episodes
#138 - Inside the Acquisition: Year After Reflection w/ Rob Bowen
In this episode, Lindsay and Carey Wallace sit down with Rob Bowen from Patriotic Insurance Group to reflect on his first-year post-acquisition. They explore the challenges and lessons learned during the transition from a paper-based system to ...
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Episode 138
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36:03
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#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
#132 - How Agencies Are Using AI in the Insurance Industry w/ Justin Thomas
In this episode, Carey and Lindsay Wallace sit down with Justin Thomas, CEO of YourPolicy Insurance Agency, to discuss the evolving landscape of the insurance industry, particularly about the impact of AI. Justin shares his journey into insuran...
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Episode 132
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32:47
#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr
In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the intricacies of agency acquisitions in the insurance industry. They explore the impact of acquisitions on client rel...
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Episode 131
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28:33
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#130 - Producer Compensation in Independent Insurance Agencies
In this episode, Lindsay and Carey Wallace discuss the complexities of employee compensation in insurance agencies. They explore various compensation models, the importance of aligning compensation with agency goals, and the challenges of mergi...
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Episode 130
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20:59
#129 - From R&B Artist to Agency Owner w/ Jarrard "Rod" Powell Sr.
In this episode, Lindsay and Carey sit down with Jarrard "Rod" Powell Sr. to share his unique journey from the music industry to the insurance sector, highlighting the opportunities within the insurance field that many overlook. He discusses th...
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Episode 129
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29:48
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#128 - Exploring the Insurance Industry w/ Molly Harrigan
In this episode, Lindsay and Carey sit down with Molly Harrigan to explore her journey in the insurance industry, from working in her family’s agency to making the move to the carrier side. Molly shares insights on navigating a challenging mark...
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Episode 128
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30:14
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#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers
In this episode, Lindsay and Carey sit down with Bradley Flowers of Portal Insurance to discuss his agency's recognition as a Best Practices Agency. Bradley shares his journey to earning this industry distinction, the rigorous application proce...
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Episode 127
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33:58
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#126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard
In this episode, Lindsay and Carey sit down with Kelly Drouillard, an insurance industry expert, to discuss agency acquisitions. Kelly shares her extensive career journey, insights on sourcing targets, and the importance of understanding the ac...
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Episode 126
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35:36
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#125 - Reinventing Insurance: Talent, Tech, and Taking Risks w/ Aubie Knight
In this episode, Lindsay and Carey sit down with Aubie Knight, CEO of the Independent Insurance Agents of North Carolina, to discuss the evolution of insurance associations, the importance of talent development through initiatives like InsurAca...
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Episode 125
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34:40
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#124 - The Future of Work: Bots in Insurance w/ Raul Guerra
In this episode, Lindsay and Carey sit down with Raul Guerra from Alleviant VBOTS to discuss the transformative impact of robotic process automation (RPA) and AI on independent insurance agencies. They explore the growth of RPA technology, its ...
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Episode 124
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27:58
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#123 - Decoding Leadership Excellence w/ David Keller
In this episode, Lindsay and Carey sit down with David Keller to discuss key takeaways from a recent leadership training session, emphasizing the importance of defining success, learning from past mistakes, and fostering psychological safety wi...
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Episode 123
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29:30
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#122 - The Art of Knowing When to Walk Away in Business w/ Jeff Brehmer
In this episode, Lindsay and Carey sit down with Jeff Brehmer to discuss the intricacies of agency acquisitions. They explore the importance of relationships, due diligence, and acquisition challenges. Jeff shares his personal experiences, emph...
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Episode 122
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30:27
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#121 - The Heart of Operations: Building a Strong Agency w/ Jessica Yarbrough
In this episode, Lindsay and Carey sit down with Jessica Yarbrough to talk about her unique journey into the insurance industry, the importance of operations within an agency, and the value of building strong internal and external relationships...
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Episode 121
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26:16
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#120 - Navigating Family Dynamics in Business w/ Jackson Rollo
In this episode, Lindsay and Carey sit down with Jackson Rollo to discuss the dynamics of family-run businesses, particularly in the context of Rollo Insurance, which he leads. They explore the importance of company culture, growth strategies, ...
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Episode 120
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31:14
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#119 - Agency Risk
In this episode, Lindsay and Carey discuss the importance of focusing on agency growth and business strategy, emphasizing the need for agency owners to work on their business rather than just in it. They explore the challenges of risk assessmen...
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Episode 119
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18:52
#118 - Concentration Risk
In this episode, Lindsay and Carey discuss the detailed exploration of concentration risk in agency valuations. They cover various aspects of concentration risk, including its definition, factors contributing to it, and strategies for managing ...
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Episode 118
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23:24
#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...
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Episode 117
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31:26
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#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 ...
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Episode 116
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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...
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Episode 115
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47:09
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#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...
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Episode 114
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37:58
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