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 X 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
94 episodes
#93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike Strakhov
In this episode, Lindsay and Carey Wallace sit down with Mike Wagar and Mike Strakhov from Westfield Bank, to discuss the dynamics of the insurance lending market. They explore the current state of the market, predictions for 2024 and 2025, and...
•
Episode 93
•
35:14
#92 - Increasing Your Agencies Valuation
In this co-hosted solo episode, Lindsay and Carey Wallace dive into key strategies for boosting the valuation and overall value of an insurance agency. They cover essential topics like preparation, defining a niche, improving efficiency, levera...
•
Episode 92
•
33:38
#91 - The Data-Driven Future of Insurance w/ Kabir Syed
In this episode Lindsay and Carey sit down with Kabir Syed, the Founder CEO of Ennabl to discuss the critical role of data and technology in the insurance industry. He shares his journey into insurance, the importance of data in underwriting an...
•
Episode 91
•
40:23
.png)
#90 - Marketing Drives Agency Acquisitions w/ Nick Vitali
In this episode, Lindsay and Carey sit down with Nick Vitali, Vice President & Co-Owner of All About Insurance to explore the power of marketing in agency growth. They discuss how NIL (Name, Image, Likeness) partnerships have elevated the a...
•
Episode 90
•
37:44
.png)
#89 - Humanity is Our Biggest Superpower w/ Vonda Copeland
In this episode, Lindsay and Carey sit down with Vonda Copeland to chat about the importance of community support and gratitude in the face of adversity. Vonda shares her experiences giving back to her community with the Flint Hills Foster Teen...
•
Episode 89
•
29:44
.png)
#88 - Don't Fall in Love With the Deal w/ Bradley Flowers
In this episode, Lindsay and Carey sit down with Bradley, co-host of the Insurance Guys Podcast and Owner of Portal Insurance to discuss the intricacies of mergers and acquisitions (M&A) in the insurance industry. They explore Bradley's jou...
•
Episode 88
•
44:30
#87 - Establishing Authority in Your Niche w/ Bill Butler
In this episode, Lindsay and Carey sit down with Bill Butler from Butler & Associates Insurance Agency to discuss the journey of transitioning from a generalist insurance agency to a niche-focused agency. Bill shares his experiences, challe...
•
Episode 87
•
39:15
.png)
#86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen
In this episode, Lindsay and Carey Wallace sit down with Rob Bowen, the owner of Patriotic Insurance Group, about his first seven months post acquisition. They discuss the process of getting on an approved buyer's list, the challenges of acquir...
•
Episode 86
•
47:42
#85 - Disrupting Systemic Poverty w/ Wessly J. Anderson
In this episode, Lindsay and Carey sit down with Wessly Anderson, co-founder of Agency VA, to discuss the benefits of virtual assistants (VAs) in the insurance industry and his mission to disrupt systemic poverty. Wessly explains that VAs can h...
•
Episode 85
•
39:58
#84 - Holding Court w/ Heath (The Mayor) Shearon
In this episode, Lindsay and Carey sit down with Heath Shearon, the Mayor of Insurance Town to chat about topics such as the impact of technology on the future of the industry, and the importance of maximizing efficiency and driving margins in ...
•
Episode 84
•
43:54
#83 - Redefining Ability: Autism in the Workplace w/ Spencer Berg
In this episode, Lindsay and Carey sit down with Spencer Berg, to share his story finding the abilities in his autism diagnosis that helped him build a successful career in the insurance industry. Spencer emphasizes the importance of recognizin...
•
Episode 83
•
34:04
#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul Hawkins
In this episode, Lindsay and Carey sit down with Sean and Paul Hawkins, the founders of Hawksoft to chat about what large technology companies are doing to keep up with the rapidly evolving insurtech landscape. This episode covers many topics i...
•
Episode 82
•
35:45
#81 - Four Generations of Trimbles w/ Kirt Trimble
In this episode, Lindsay and Carey sit down with Kirt Trimble, the president of Trimble Insurance as shares his experience of being the fourth generation to transitioning into ownership of the agency. He emphasizes the importance of planning, c...
•
Episode 81
•
31:37
#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks
In this episode, Lindsay and Carey interviews Aaron Stocks, CEO of PFS Global and AgencyPoint, about outsourcing accounting for independent insurance agencies. They discuss the process of onboarding, cleaning up books and taxes, and the importa...
•
32:37
#79 Reflections on Year One as CEO of Big I w/ Charles Symington
In this episode, Lindsay and Carey sit down with Charles Symington, the CEO of the Independent Insurance Agents and Brokers of America, to discuss his journey in the insurance industry and the challenges faced by independent agents. The convers...
•
Episode 79
•
34:27
#78 - Lead Gen Strategy w/ Jonathan Lugo
In this episode, Carey and Lindsay sit down with Jonathan Lugo, a Producer at Veritas Insurance. They discuss Jonathan's journey into the insurance industry, his focus on his niche, and how he created FirmSecured to help grow that niche and bui...
•
Episode 78
•
35:41
#77 - 37 Agencies and the Road to One More Policy w/ John Darr
In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance to discuss John's experience acquiring 37 agencies and continuing to grow his agency. John shares his approach to growth by acquisi...
•
Episode 77
•
42:39
#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate
In this episode, Lindsay and Carey Wallace sit down with David E. Foate, an attorney with PFS Law specializing in insurance agency acquisitions. They discuss the key considerations for buyers when acquiring an agency, including financial due di...
•
Episode 76
•
38:10
#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe
In this episode Carey and Lindsay sit down with Adam Bowe, Founder of Cake, to chat about how this platform brings an innovative solution to buying and selling insurance agencies. The conversation explores the platform's features, the buyer and...
•
Episode 75
•
35:17
.png)
#74 - Deciding to Sell the Agency w/ Matt Crismore
In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage reso...
•
Episode 74
•
35:02
#73 - Video is a Game Changer w/ Chris Langille
In this episode Carey and Lindsay sit down with Chris Langille, Founder of Advisor Evolved to talk about the importance of branding and the use of video content to enhance brand presence. Chris gives advice to agencies who may be struggling to ...
•
Episode 73
•
37:47
.png)
#72 - Business Partnerships: Lessons Learned w/ Grant Weber
In this episode Carey and Lindsay sit down with Grant Weber, President of TruSummit Insurance Solutions to talk about the entrepreneurship, partnerships, and the challenges of business ownership. Grant shares his personal experiences and lesson...
•
Episode 72
•
35:56
#71 - Could Data Change the Acquisition Space w/ David Watson
In this episode, Carey and Lindsay are joined by David Watson from RiskAdvisor to talk about the impact of data on agency operations and acquisitions. The conversation covers the topic of RiskAdvisor's functionality, and explores the efficiency...
•
Episode 71
•
37:37
#70 - Launching Trusted Risk Advisor Status
In this episode, Lindsay and Carey sit down with Elliot Bassett, the president of Ellerbrock-Norris and co-founder of Rocketship Ventures. They discuss Elliot's journey in the insurance industry and the development of Launch, a software platfor...
•
Episode 70
•
33:54
#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen
In this episode, Lindsay and Carey are joined by Meg McKean to discuss imposter syndrome, knowing your worth, and redefining success. They explore the challenges and doubts that come with pursuing a non-traditional career path, the importance o...
•
Episode 69
•
36:27
