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
#58 - Navigating Partnerships w/ Chris May
In this conversation, Chris May shares his experience of starting his own insurance agency and navigating a partnership. The conversation covers topics such as getting started in the insurance industry, the decision to start a partnership, the importance of clear communication and expectations, and the process of ending a partnership. Chris emphasizes the need for honesty, open communication, and understanding each partner's strengths and weaknesses. He also provides advice for those considering a partnership, including the importance of setting clear goals and structuring the business effectively.
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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