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Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#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 applications, and the importance of data security. The discussion highlights the benefits of automation in improving efficiency, reducing errors, and enhancing staff retention. The conversation also addresses the customization of bots for specific agency needs and the calculation of ROI for RPA investments, emphasizing the future of work in the insurance industry.
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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Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/
Show previously named Insurance Refocused
