Shows
Insurance Refocused#108 - Agency Risk FactorsIn this episode, Lindsay and Carey discuss risk factors affecting agency value, emphasizing the concept of transferability. Carey explains how transferability relates to the predictability of an agency's ongoing performance and the various factors that influence it, including agency culture, technology, and niche markets. The conversation highlights the significance of continuity and the need for agency owners to assess their businesses from a buyer's perspective to identify potential risks. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other...2025-02-1827 min
Insurance Refocused#107 - The Future of Remote Work w/ Jim SchubertIn this episode, Lindsay and Carey Wallace, sit down with Jim Schubert, owner of Southern States Insurance, Inc. to explore the dynamics of remote work, the role of virtual assistants in agencies, the impact of employee retention on agency success and the implementation of the Entrepreneurial Operating System (EOS) as a framework for organizational structure and growth. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and creat...2025-02-1140 min
Insurance Refocused#106 - Supporting Sales in the Insurance Industry w/ Karl SherrillIn this episode, Lindsay and Carey Wallace sit down with Karl Sherrill to discuss the importance of sales training and the dynamics of agency transitions. Karl shares his personal journey into the insurance world, emphasizing the potential for growth and success within the industry. The discussion also highlights the need for a supportive sales culture and the optimism surrounding the future of independent insurance agencies.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agen...2025-02-0431 minInsurance Refocused#105 - Family Agency Ownership Transition w/ Jordan PilandIn this episode Lindsay and Carey Wallace sit down with Jordan Piland, President at Lewis and Wallace Associates, Inc, who shares his journey from working at IBM to the insurance industry at a family agency. We dive deep into a discussion of the challenges and triumphs of working in a family agency, the importance collaboration and open communication, and the timeline of Jordan's transition to ownership within the agency. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a c...2025-01-2842 min
Insurance Refocused#104 - Starting From Scratch w/ Charles McDadeIn this episode, Lindsay and Carey Wallace sit down with Charles McDade, Agency Owner at McDade Insurance, to discuss building an agency from scratch from an entrepreneurial perspective. The conversation covers the importance of relationships, the lessons learned from entrepreneurship, and the significance of context in receiving advice. Charles also hits on the top key decisions that agency owners should focus on, including choosing the right MGA for you, understanding financial metrics, and the significance of asking the right questions to foster successful partnerships.This episode is brought to you by Cake, connecting independent insurance agents looking...2025-01-2147 min
Insurance Refocused#99 - Creating an Internship Program w/ Andrew DarlingtonIn this episode, Lindsay and Carey Wallace sit down with Andrew Darlington from Veritas Insurance to chat through how he manages his internship program. THe conversation explores how internship programs can be used to attract young talent, the responsibilities of mentoring interns, and the value of real-world experience. The discussion emphasizes the need for structured internship programs that focus on project-based learning, allowing interns to engage meaningfully while contributing to agency growth. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a c...2024-12-1736 min
Insurance Refocused#97 - Project 55: Empowering Mental Health Awareness w/ Justin Goodman & Brenden CorrIn this episode, Lindsay and Carey Wallace sit down with Brenden Corr & Justin Goodman to chat about Project 55, an initiative aimed at providing resources and support for mental health in the insurance industry. Project 55's mission is to educate, empower, and equip individuals with the tools necessary to support mental health in their communities.Check it out here: https://project55.org/This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to g...2024-12-0339 minInsurance Refocused#95 - What Even Is a Valuation Report Anyways w/ Carey & LindsayIn this episode, Lindsay and Carey Wallace answer the question "What even is a valuation report anyways?" and break down what a valuation report really is, why understanding your agency’s worth is crucial, and the key components that make up an accurate valuation. The discussion highlights how regular valuations serve as a vital health check for agencies, the essential data you’ll need, and the role subjectivity plays in these reports. They wrap up with practical insights on how knowing your agency's strengths and weaknesses can impact your valuation strategy.This episode is brought to y...2024-11-1931 min
Insurance Refocused#94 - Solving the People Problem w/ Billy WagnerIn this episode, Carey and Lindsay Wallace sit down with Billy Wagner to explore the transition from being an operator to a CEO, emphasizing the importance of building a high-performance team and solving the people problem. Billy shares insights on creating a strong agency culture, the significance of continuous improvement, and the necessity of having the right people in the organization to drive success. Billy shares his how letting go of daily responsibilities to focus on strategic growth, defining a clear purpose for the agency, and creating a positive work environment that resonates with younger generations. 2024-11-1242 min
Insurance Refocused#93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike StrakhovIn 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 strategies for independent agents looking to grow through acquisitions. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.h...2024-11-0535 minInsurance Refocused#92 - Increasing Your Agencies ValuationIn 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, leveraging technology, maximizing carrier relationships, and driving strategic growth through acquisitions. Emphasizing the importance of having a clear plan, understanding financials, and documenting processes, this episode offers actionable insights for enhancing agency profitability and long-term value.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a ch...2024-10-2933 min
Insurance Refocused#89 - Humanity is Our Biggest Superpower w/ Vonda CopelandIn 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 Camps, a program dedicated to helping foster teens overcome trauma and prepare for adulthood, and her recent announcement on being named an Executive Committee Member for the National Association of Professional Insurance Agents. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a...2024-10-0829 min
Insurance Refocused#88 - Don't Fall in Love With the Deal w/ Bradley FlowersIn 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 journey in finding the right acquisition, the challenges faced during the due diligence process, and the importance of understanding financials and valuations. The discussion also highlights the significance of employee management post-acquisition and shares valuable lessons learned along the way, providing insights and advice for those considering similar ventures.This episode is brought to you by...2024-10-0144 min
Insurance Refocused#87 - Establishing Authority in Your Niche w/ Bill ButlerIn 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, challenges, and successes in choosing his niche, emphasizing the importance of market research, understanding client needs, and the value of commitment and hard work. He also highlights innovative marketing strategies, such as writing a book and launching a podcast, to establish authority in the niche. This episode is brought to you by Cake, connecting independent insurance agents looking to s...2024-09-2439 min
Insurance Refocused#86 - Inside the Acquisition: 7-Month Reflection w/ Rob BowenIn 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 acquiring a paper-based agency and the challenges and lessons learned during the transition period, such as data import, technology implementation, and cultural adjustments. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their...2024-09-1747 min
Insurance Refocused#85 - Disrupting Systemic Poverty w/ Wessly J. AndersonIn 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 handle tasks such as quoting, re-shops, and certificate management, allowing agency owners to focus on revenue-generating activities. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more...2024-09-1039 min
Insurance Refocused#84 - Holding Court w/ Heath (The Mayor) ShearonIn 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 agencies. Overall, the conversation highlights the need for adaptation and creativity in the insurance industry in areas such as technology, generative AI, and hybrid/remote work.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of ac...2024-09-0343 min
Insurance Refocused#83 - Redefining Ability: Autism in the Workplace w/ Spencer BergIn 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 recognizing and valuing the unique abilities of individuals with disabilities and discusses the misconceptions about autism and how it is not a social incapability but rather a different approach to social interactions. Spencer encourages individuals with disabilities to challenge their mindset and push themselves to achieve their full potential. He advises employers to recognize and leverage the strengths and abilities of...2024-08-2734 min
Insurance Refocused#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul HawkinsIn 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 including challenges of integrating different software systems, the importance of focusing on relationships in the industry, impact of COVID-19 and the need for agencies to adapt and embrace technology while maintaining strong customer relationships.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or...2024-08-2035 min
Insurance Refocused#81 - Four Generations of Trimbles w/ Kirt TrimbleIn 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, clear communication, and understanding the strengths and culture of the agency. Kirt also discusses the role of technology and relationships in the industry, as well as the challenges of the current hard market and hiring market. He offers advice for aspiring agency owners, including learning the business inside and out, setting goals, and maintaining open lines of communication.This...2024-08-1331 minInsurance Refocused#80 - Get Your Financials In Order Pre-Sale w/ Aaron StocksIn 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 importance of tax planning. They also touch on the benefits of outsourcing accounting, such as creating redundancy and improving the accuracy of financial statements. Aaron emphasizes the need for agencies to have a clean set of books for a smoother sale and higher valuation. He also highlights the importance of understanding the tax implications and implementing tax planning strategies....2024-08-0632 min
Insurance Refocused#79 Reflections on Year One as CEO of Big I w/ Charles SymingtonIn 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 conversation covers the current hard market and the impact of technology on the industry. Symington emphasizes the importance of independent agents in offering customization, choice, and advocacy to customers. He also highlights the need for agents to adapt to technological advancements and the role of associations in supporting their members.This episode is brought to you...2024-07-3034 min
Insurance Refocused#78 - Lead Gen Strategy w/ Jonathan LugoIn 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 build a specialized career as a young producer entering the insurance space. The interview touches on building a lead generation pipeline, customizing Salesforce and HubSpot to support growth, and finding mentors who will help you grow your career.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book...2024-07-2335 min
Insurance Refocused#77 - 37 Agencies and the Road to One More Policy w/ John DarrIn 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 acquisition and explains how he keeps acquired agencies separate while still working towards organic growth. He shares the benefits of acquiring smaller agencies, the importance of building relationships with key people in the industry, and the role of social media in finding potential acquisitions. This episode is brought to you by Cake, connecting independent insurance agents l...2024-07-1642 min
Insurance Refocused#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. FoateIn 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 diligence, legal considerations, and tax implications. David emphasizes the importance of having a team of advisors, including legal counsel, financial advisors, and tax specialists, to navigate the complex process. They also highlight the need for clear communication and negotiation during the deal-making process, as well as the importance of trust and realistic expectations.This episode is brought...2024-07-0938 min
Insurance Refocused#75 - Not Your Grandfather's Acquisition Strategy w/ Adam BoweIn 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 seller experience, and the impact of the hard market on Cake's adoption. Visit https://www.haveyourcake.com/insurancerefocused to learn more and create your free account. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents lookin...2024-07-0235 min
Insurance Refocused#74 - Deciding to Sell the Agency w/ Matt CrismoreIn 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 resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt emphasizes the importance of taking your time, knowing your value, and using resources to make an informed decision. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a b...2024-06-2535 min
Insurance Refocused#73 - Video is a Game Changer w/ Chris LangilleIn 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 create engaging content and gives examples of the way he humanizes his approach to branding. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more a...2024-06-1837 min
Insurance Refocused#72 - Business Partnerships: Lessons Learned w/ Grant WeberIn 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 lessons learned, offering valuable advice for those considering partnerships. He emphasizes the importance of clear communication, detailed contracts, and the impact of personal experiences on professional decisions.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. ...2024-06-1135 min
Insurance Refocused#71 - Could Data Change the Acquisition Space w/ David WatsonIn 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 and value of capturing and leveraging data, as well as the potential for data-driven decision-making in an agency acquisition.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a fr...2024-06-0437 min
Insurance Refocused#70 - Launching Trusted Risk Advisor StatusIn 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 platform designed to help insurance agencies become trusted advisors to their clients providing a roadmap to assist in ways to improve their insurance score and build client relationships. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to gr...2024-05-2833 min
Insurance Refocused#69 - Embracing Vulnerability and Authenticity w/ Meg McKeenIn 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 of embracing your own journey, and the power of vulnerability and authenticity. Meg shares her own experiences and offers advice on how to navigate imposter syndrome and make choices that align with your values and goals. The conversation highlights the need for support and solidarity among women in the insurance industry and emphasizes the importance of defining success on your own terms.2024-05-2136 min
Insurance Refocused#68 - Family First w/ Olivia SchmittIn this episode, Lindsay and Carey sit down with Olivia Schmitt from Vertafore to talk about personal and professional growth in the insurance industry. Covering various topics, including their love for family and dogs, the importance of having a mentor, and redefining success in different areas of life. Olivia shares her experience transitioning from a small insurance company to a large company and emphasizes the value of finding a mentor in navigating the industry. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a...2024-05-1433 min
Insurance Refocused#67 - Investing in the Right Tools w/ Kevin PanterIn this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes the importance of hiring the right people, partnering with the right companies, and investing in technology to enhance agency operations.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. L...2024-05-0737 min
Insurance Refocused#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer WeaverIn this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment contracts. She explains that non-competes are agreements between employers and employees that prevent the employee from working for a competitor during or after employment. The FTC's ruling prohibits employers from entering into or enforcing non-compete clauses with employees, independent contractors, and other workers. However, there is a narrow exception for non-competes with senior executives earning over $150,000 a year. Jennifer advises employers...2024-04-3042 min
Insurance Refocused#65 - Playing the Long Game w/ Jimi HonochickIn this episode, Carey and Lindsay sit down with Jimi Honachek, Vice President of YMI Insurance, to talk about his industry journey. From integrating into his family agency's legacy to fostering trust among the staff, Jimi shares invaluable insights reflecting on his podcasts for local marketing initiatives, and the intricacies of implementing transformative changes such as process and technology upgrades. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn...2024-04-2332 min
Insurance Refocused#64 - From Doctor to Insurance Agent w/ Jacob EisenrichIn this episode, Lindsay and Carey interview Jacob Eisenrich, Vice President of Weatherby-Eisenrich Insurance. Jacob shares his unique background as a doctor who transitioned to the insurance industry and discusses the reasons for leaving the medical field and how he settled on insurance as a career. Jacob emphasizes the importance of being data-driven in the agency and shares how his agency tracks KPIs and utilizes data tools. He also highlights the impactful decisions made in the agency, such as investing in employee development and implementing a data-driven decision-making process. Jacob offers advice for newcomers in the industry, emphasizing the...2024-04-1635 min
Insurance Refocused#63 - The Truth about Selling Your Agency w/ Matt NaimoliIn this episode, Lindsay and Carey sit down with Matt Naimoli to discuss Matt's journey of selling his agency. They cover topics such as finding the right partner, educating oneself on the selling process, and setting expectations for the future. Matt shares his insights on running the business with a future sale in mind and the significance of day two culture. He also offers advice for agency owners considering a sale. Overall, the conversation highlights the complexities and opportunities involved in selling an agency.This episode is brought to you by Cake, connecting independent insurance agents looking...2024-04-0935 min
Insurance Refocused#62 - Marketing 101 w/ Daniel SmithIn this episode, Lindsay and Carey interview Daniel Smith, the co-founder of Market Retrievers, a digital marketing agency for insurance agencies. They discuss the importance of marketing for agencies and provide insights on how to effectively market insurance services. They cover topics such as choosing the right marketing channels, utilizing AI in content creation, measuring marketing success, and building relationships through marketing. The conversation also touches on the impact of branding and the value of agencies in the insurance industry. Overall, the conversation provides valuable insights and tips for agencies looking to enhance their marketing efforts.2024-04-0236 minInsurance Refocused#61 - In Memory of Bobby Salmon🕊 In Memory of Bobby Salmon 🕊In this special re-launch episode, we pay tribute to our Bobby Salmon, whose passion in the independent insurance industry continues to inspire us. Join Carey and Lindsay as they revisit their conversation with Bobby, delving into the importance of fostering relationships in our industry and shaping its future.Though Bobby may no longer be with us, his wisdom and passion live on through this timeless discussion. Join us as we honor his memory and celebrate the invaluable lessons he shared with us all.This episode is brough...2024-03-2640 min
Insurance Refocused#60 - Reflecting on Failures w/ Chris ParadisoIn this episode, Carey and Lindsay sit down with Chris Paradiso, the owner of Paradiso Insurance. They discuss Chris's background in insurance and the importance of discipline and mental readiness when buying an agency. Chris shares his experiences with failure and the lessons he has learned from them. He emphasizes the significance of building relationships in the insurance industry and the role of ego in leadership. The conversation also touches on the challenges of managing and inspiring others, as well as the importance of embracing hard things and overcoming fear. In this conversation, Chris Paradiso shares advice for insurance...2024-03-1944 min
Insurance Refocused#59 - Owning Your Niche w/ Clinton OrrIn this episode, Carey and Lindsay sit down with Clinton Orr, an insurance agent and partner at iProtect Insurance. Clinton shares his journey in the insurance industry, starting from his background in real estate and his transition to insurance. He discusses the importance of finding a niche and building a book of business, particularly in the commercial lines market. Clinton also talks about his pathway to ownership and the dynamics of his partnership with Scott Howell. He emphasizes the need for humility, patience, and self-awareness in becoming a successful business owner. Clinton offers advice for approaching the subject of...2024-03-1233 min
Insurance Refocused#57 - Planning for Ownership Transfers w/ Erik GarciaIn the third episode of the series, Carey and Lindsay sit down with Erik Garcia from Plan Wisely to talk about the financial challenges and considerations of ownership transfers in independent insurance agencies. Discussing the importance of emotional and financial readiness, setting clear boundaries, and planning for retirement and succession. They emphasize early conversations and proper planning to avoid unintended consequences and regrets. The impact of taxes on business transition is also explored, along with the role of a financial planner in navigating these complexities. Overall, the conversation highlights the importance of understanding both the personal and financial aspects...2024-02-2740 min
Insurance Refocused#56 - Financial Planning for Agency Owners w/ Erik GarciaIn this episode, Carey and Lindsay sit down with Eric Garcia from Plan Wisely to discuss the financial planning considerations for agency owners. They cover topics such as starting an agency from scratch, being careful who you take cues from, aligning personal and business finances, and creating cash flow and equity. They emphasize the importance of making disciplined decisions, seeking guidance, and building liquidity. The conversation highlights the need for agency owners to have a team of professionals to help them make informed financial decisions. Overall, the conversation provides valuable insights for agency owners at different stages of their...2024-02-2035 min
Insurance Refocused#55 - Financially Preparing for Ownership w/ Erik GarciaIn this episode, Carey and Lindsay sit down with Erik Garcia, owner of Garcia Insurance Services and Plan Wisely, to discuss how future owners can set themselves up for success with preparing their personal finances for ownership. Erik emphasizes the need to start with a clear purpose and align financial decisions with personal values. He also discusses the importance of saving, managing spending, and avoiding common mistakes. Erik concludes by emphasizing the value of making decisions and taking action, and provides contact information for further assistance.This episode is brought to you by Cake, connecting independent insurance a...2024-02-1336 min
Insurance Refocused#54 - Selling the Family Legacy w/ Christos ProvistalisIn this episode, Carey Wallace and Lindsay sit down with Christos Provistalis about the recent sale of his family's business, Pleasant Pizza. They discuss the history of the business, the decision to sell, and the emotional impact of letting go. Christos shares how his family announced the sale to their staff and the community's response. He also talks about the future plans for each family member and his own speaking and workshop endeavors. The conversation highlights the importance of customer experience and communication in business.This episode is brought to you by Cake, connecting independent...2024-02-0632 min
Insurance Refocused#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa LaresIn this episode, Carey and Lindsay sit down with Patty and Vanessa Lares to discuss how mother-daughter duos are revolutionizing the insurance industry. Breaking gender stereotypes, they unveil the secret ingredients for building a successful multi-generational agency, emphasizing how consistency, dedication, and proactive referral requests fuel their agency's growth. Vanessa shares her experience, highlighting the power of community involvement and events as potent marketing tools. Tune in to uncover the essentials for starting an agency—self-belief, hard work, and a commitment to personal and professional growth.This episode is brought to you by Cake, connecting independent insurance ag...2024-01-3037 min
Insurance Refocused#52 - Agents Learning From Agents w/ Michael McCormick & Taylor DobbieIn this episode, Carey and Lindsay sit down with Michael McCormick and Taylor Dobbie, founders of Insurance Soup, a Facebook group revolutionizing agent collaboration. Join the conversation as they discuss breaking down industry silos, creating a safe space for agent-to-agent learning and growth, and pushing each other to excel. Discover how Insurance Soup is transforming the landscape of agent relationships online and in person. This episode is brought to you by Cake, connecting independent i...2024-01-2336 min
Insurance Refocused#51 - Finding Your Staff's Right Seat w/ Missy StallingsIn this episode, Carey and Lindsay sit down with Missy Stallings, owner of Stallings Insurance Agency, as she shares her journey in the insurance industry and how she navigated challenges such as long commutes and starting her agency during a recession. She discusses the importance of mindset and how she draws inspiration from Tony Robbins. Missy also talks about the use of tools like Culture Index and Traction to improve her agency's performance and create a vision for the future. She emphasizes the significance of building strong relationships and becoming on the referral list for her clients. Missy reflects...2024-01-1632 min
Insurance Refocused#50 - A Lawyers Perspective on Buying/Selling w/ George PilatIn this episode, Lindsay and Carey sit down with George V. Pilat, a partner at Gertzberg, Lakata law firm. George has extensive experience working with insurance agents and agencies, particularly in M&A transactions. He provides legal services related to errors and omissions defense, coverage analysis, administrative proceedings, and more. The conversation covers topics such as non-compete and non-solicit agreements, the importance of understanding insurance contracts in M&A transactions, and the pitfalls of partial ownership of a book of business. George emphasizes the need for agents to involve a lawyer early in the process and obtain a proper...2024-01-0934 min
Insurance Refocused#49 - Optimizing AI w/ CJ HutsenpillerIn this episode, Lindsay and Carey sit down with CJ Hutsenpiller, a Private Client Advisor at Hutsenpiller Insurance, Co-owner of CAC and TacoBot. They discuss the implementation of AI in insurance agencies and the various ways it can be used, such as content creation, personal AI training tools, and accounting reconciliation. CJ also explains the difference between TacoBot and ChatGPT, highlighting their respective functionalities. The conversation also touches on the cautionary use of AI and the importance of transparency in transitioning to ownership of a family agency. This episode is brought to you by Cake, connecting independent i...2024-01-0232 min
Insurance Refocused#48 - Back to Sales Basics w/ Billy WilliamsIn this episode Carey and Lindsay sit down with Dr. Billy Williams, an expert in insurance sales, shares his insights on the biggest misconception in sales and the role of technology in the industry. He emphasizes the importance of scripts and templates in effective communication and provides practical advice on creating an elevator pitch. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free accou...2023-12-2739 min
Insurance Refocused#47 - Double Your Manpower & Cut Your Costs w/ Austin MooreheadIn this episode, Carey and Lindsay sit down with Austin Moorhead from LAVA Automation to discuss how integrating sales and marketing into your agency can double your manpower and cut costs. Learn about the crucial roles that Virtual Assistants and CRM systems play in achieving this efficiency boost. Tune in for insights into optimizing your agency's operations and maximizing productivity through strategic sales and marketing integration.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to g...2023-12-1934 min
Insurance Refocused#46 - Bankers' Mindset in Acquisitions w/ Morgan HarrissIn this episode Carey and Lindsay sit down with Morgan Harriss from Live Oak Bank to talk about financing acquisitions, buyer considerations and the market shift impact on M&A. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a...2023-12-1233 min
Insurance Refocused#45 - Beginners Guide to Acquisitions w/ Rob BowenIn this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before considering acquisitions, the red flags to look out for when evaluating potential agencies to buy, and the challenges of integrating paper-based agencies into a technology-driven environment.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents look...2023-12-0537 min
Insurance Refocused#44 - Automation: The Power of Time w/ Casey NelsonIn this episode Carey and Lindsay sit down with Casey Nelson from Stakwise to talk about how automation can give your agency back valuable time, help build processes and expectations with your customers. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their agenc...2023-11-2834 min
Insurance Refocused#43 - The Internship of Buying an Agency w/ Lisa HengelIn 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.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. ...2023-11-2128 min
Insurance Refocused#42 - Generations of Teaching w/ Christy & Chasity RossIn this episode Carey and Lindsay sit down with Mother and Daughter Duo Christy & Chasity Ross from Cecil A. Ross Investment & Insurance Group to talk about how they are utilizing technology in their multi-generational family agency, what training looks like, and their take on how being a family agency gives you an edge on a hard market. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and creat...2023-11-1437 min
Insurance Refocused#41 - Steady Process Progress w/ Thomas MannIn this episode, Carey and Lindsay sit down with Thomas Mann from Aureus Analytics to discuss agency data, the utilization of predictive processes for safeguarding your human capital, and the technological strategies employed by agencies.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to unde...2023-11-0736 min
Insurance Refocused#40 - M&A is a Bullet Point on the Journey w/ Keith SavinoIn this episode, Carey and Lindsay sit down with Keith Savino, Managing Partner at PCF Insurance Services, to discuss navigating M&A decisions, keeping 'the point of sale' in mind after 'the point of sale,' and the transformation that occurs when you begin to view your agency as a business rather than just a lifestyle.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a fr...2023-10-3138 min
Insurance Refocused#39 - Funding the Sale w/ Mike WagarIn this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focu...2023-10-2435 min
Insurance Refocused#38 - Breaking Down Data w/ Pat WestIn this episode, Carey and Lindsay sit down with Pat West from B Atomic to break down the true meaning of "data-driven," the significance of prioritizing your agency's data, and how B Atomic can support you on your data-driven journey.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the prem...2023-10-1737 min
Insurance Refocused#37 - Agency Mergers: Cash to Bots w/ Angela TrimbleIn this episode, Carey and Lindsay sit down with Angela Trimble, owner of TrustPoint Insurance & Real Estate, to discuss the dynamic journey of owning an agency with a partner, merging acquired agencies, and navigating the ensuing challenges.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// 2023-10-1032 min
Insurance Refocused#36 - Pivot to Success w/ Nicole OstranderIn this episode Carey and Lindsay sit down with Nicole Ostander from Vault Insurance & Risk Management to talk about how her agency has pivoted their way through the hard market so far, their experience going through a name and branding change, and how she makes sure her staff are in the right seats for their skills. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a fre...2023-10-0326 min
Insurance Refocused#35 - The Building Process w/ Daniel RohrbaughIn this episode, Carey and Lindsay sit down with Daniel Rohrbaugh, President of Raleigh Insurance Group, to discuss his journey in growing his scratch agency, staff expansion decisions, his strategy for choosing the right network, and the role of industry involvement in his success.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agen...2023-09-2639 min
Insurance Refocused#34 - Craving Connection w/ Mike CrowleyIn this episode Carey and Lindsay sit down with Mike Crowley from Crowley Insurance to talk about how his agency creates the connections that customers are craving, what it's like to innovate in a generational family agency, and how to take action to ideas you learned at a conference. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/2023-09-1937 min
Insurance Refocused#33 - Like Mother Like Daughter w/ Teresa and Kaleigh KitchensIn this episode, Carey and Lindsay sit down with another mother-daughter duo, Teresa Kitchens, owner of Sterling Insurance, and her daughter Kaleigh Kitchens, Risk Management Specialist and Account Executive at Sterling Insurance. The four talk about onboarding a family member to an existing agency, how it impacts the agency's culture, and what it takes to maintain healthy family relationships in the workplace. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. 2023-09-1236 min
Insurance Refocused#32 - Habits & Relationships w/ Terren MooreIn this episode Carey and Lindsay sit down with Terren Moore to talk about how opening his own farm at 15 led him to open his own insurance agency, how he stays focused while balancing the two companies, and how relationships have helped both his farm and agency. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ...2023-09-0535 min
Insurance Refocused#31 - Influencing Culture w/ Emmanuel OsuyahIn this episode Carey and Lindsay sit down with Emmanuel Osuyah from Alpha Direct Agency, LLC to talk about his philosophy behind his agency's culture, how remote work fits into it, and the road that got them to having a waiting list for future employees! This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Age...2023-08-2942 min
Insurance Refocused#30 - Risk Proof Your Business w/ Chris GreeneIn this episode Carey and Lindsay sit down with Chris Greene aka the Flood Guru to talk about health risks and protecting your agency, building a solid agency culture and how Chris encourages his employees to help organize the future of his agency.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus...2023-08-2241 min
Insurance Refocused#29 - Talkin' EBITDA w/ Andrew WynnIn this episode Carey and Lindsay sit down with Andrew Wynn from Ascend to talk about the numbers that really matter for your agency, the state of the M&A landscape and what Ascend is working on to help agents today. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the p...2023-08-1541 min
Insurance Refocused#28 - Your Agency Is Your Engine w/ Josh GurleyIn this episode Carey and Lindsay sit down with Josh Gurley from HM Advisors to talk about the path to agency ownership, the key to having a healthy partnership, and the importance of giving your agency a tune up. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resou...2023-08-0842 min
Insurance Refocused#27 - Automating Personal Lines w/ Elle Bunn LappanIn this episode Carey and Lindsay sit down with Elle Bunn Lappan from Bunn Insurance to talk about how she utilizes technology to automate her multi-office personal lines agencies, where she learned her tricks, and her advice to others looking to do the same. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agenc...2023-08-0138 min
Insurance Refocused#26 - After the Sale w/ Max OlsonIn this episode Carey and Lindsay sit down with Max Olson from Legacy Advisors to chat about his personal experience buying and selling agencies, and his experience helping others do the same. Mentioned in the show: How to Retire Happy, Wild and FreeThis episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www...2023-07-2540 min
Insurance Refocused#25 - Running on Data w/ Ryan PessellIn this episode Carey and Lindsay sit down with Ryan Pessell from Hitchings Insurance to talk about how they optimized their agency operations by taking a closer look at their data after transitioning to neon. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to under...2023-07-1844 min
Insurance Refocused#24 - Independence: A Blessing & a Curse w/ Chris ClineIn this episode Carey and Lindsay sit down with Chris Cline, the Executive Director of the Agents Council for Technology at the Big I National to talk about technology's role in agencies, how agencies can be putting themselves ahead, and what's on the horizon in the evolution/revolution of the industry. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.h...2023-07-1150 min
Insurance Refocused#23 - Selling Your Story w/ Ciara GravierIn this episode, Carey and Lindsay sit down with Ciara Gravier from The Bunker to talk about the importance of your agency's name, how "last name" insurance agencies can still share their story, and how the name of your agency impacts your value.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// 2023-07-0443 min
Insurance Refocused#22 - Let the Data Lead You w/ Seth ZarembaIn this episode, Carey and Lindsay sit down with Seth Zaremba from b atomic and Zinc to talk about the impact of data on an agency and how this changes the way an agency operates, the metrics you look at, and ultimately your agency's value. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Age...2023-06-2748 min
Insurance Refocused#21 - In the Absence of a Plan w/ Abigail WhortonIn this episode, Carey and Lindsay sit down with Abigail Whorton from the Whorton Agency, Inc., to talk about her experience taking over her family agency after her father passed away unexpectedly. This episode is in dedicated to the memory of Bill Whorton. Even though we never got the chance to meet him, we know he would have been so proud of Abigail, the team and all of her accomplishments. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of ac...2023-06-2045 min
Insurance Refocused#20 - Delivering a Premium Experience w/ Jack WingateIn this episode Carey and Lindsay sit down with Jack Wingate from AllChoice Insurance to talk about how he utilizes technology and virtual assistants in his agency to streamline the sales process and deliver his clients a premium experience. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resou...2023-06-1350 min
Insurance Refocused#19 - The Marketing Journey w/ Dani KimbleIn this episode Carey and Lindsay sit down with Dani Kimble from Azelie Marketing to talk about how she creates effective branding and marketing strategies for independent agencies, how the culture of an agency plays a huge role, and what she has learned from doing the same in her family's restaurant, Menches Bro's. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at ht...2023-06-0637 min
Insurance Refocused#18 - Proud to Be w/ Scott HowellIn this episode Carey and Lindsay sit down with Scott Howell from iProtect Insurance and the Insurance Guys Podcast to talk about how his time in the Marine Corp helped sculpt his career as an independent insurance agent, some of the lessons he learned as a result, and about a new project he is working on called Big Industry Small Community. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. L...2023-05-3047 min
Insurance Refocused#17 - Wearing the Hat to Solve the Problem w/ Cyrus JafferyIn this episode Carey and Lindsay sit down with Cyrus Jaffery from Jaffery Insurance, Quotamation and CJ Insurance Group, to talk about what he's doing in his agency to prepare for the future, using his insurance hat to dive into the insurtech/indetech space, and how his leadership style supports these initiatives. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https...2023-05-2346 min
Insurance Refocused#16 - Building a Legacy w/ Aaron GordonIn this episode Carey and Lindsay sit down with Aaron Gordon from Gordon Companies Insurance Services to talk all about what Aaron does best, branding! We cover personal brands, company brands and how they fits into his family's multi-generational agency. In honor of David Gordon, let us remember to cherish every precious moment together, respect the strong foundation built by those who came before us and keep his spirit alive in our hearts.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a c...2023-05-1646 min
Insurance Refocused#15 - The Bots Have Arrived w/ Mike FuscoIn this episode, Carey and Lindsay sit down with Mike Fusco from Fusco Orsini & Associates Risk and Insurance Services to talk all about the bots he has deployed in his agency. We cover what his bots do, how it impacts his staff and what he thinks it means for the future of both his agency and the industry. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their...2023-05-0945 min
Insurance Refocused#14 - Achieving Freedom w/ Mike StromsoeIn this episode, Carey and Lindsay sit down with Mike Stromsoe to talk about the lessons he learned from selling his agency, his advice to others who may be going down the same path, and what he is doing now with the Unstoppable Profit Producer program. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/2023-05-0244 min
Insurance Refocused#13 - Start With What Works w/ Matt O'NeillIn this episode, Carey and Lindsay sit down with Matt O'Neill from GMG Insurance to talk about how marketing can impact your agency's value, why many agencies are doing their community a disservice by not sharing their story, and where you can start. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// 2023-04-2538 min
Insurance Refocused#12 - The Power of Being Intentional w/ Pat O'NeillIn this episode, Carey and Lindsay sit down with Pat O'Neill to talk about the emotions of insurance claims, their process for change, and learning from other industries. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a trans...2023-04-1834 min
Insurance Refocused#11 - Coverage from Fayetteville, NC to Qatar w/ Landon BenthamIn this episode, Carey and Lindsay sit down with Landon Bentham from Callahan & Rice to talk about carving out a niche, the value of marketing, and how they took their agency worldwide. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their agency's value...2023-04-1139 min
Insurance Refocused#10 - Technology is a BIG Decision w/ George RobertsonIn this episode, Carey and Lindsay sit down with George Robertson to talk about taking over his father's agency, how he made changes after the transition, and his process for choosing the right technology for your agency.This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agen...2023-04-0448 min
Insurance Refocused#9 - The Biggest Sale of My Life w/ Ryan ReynoldsIn this episode, Carey and Lindsay sit down with Ryan Reynolds from Grimes Insurance to talk about agency transition, modernizing an existing agency, and the impact of building trust and relationships with your staff. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their...2023-03-2843 min
Insurance Refocused#8 - The M&A Game Has Changed w/ Jared RoyIn this episode, Carey and Lindsay sit down with Jared Roy from KAP to chat about the M&A landscape, some common myths surrounding it in the industry, and what agency owners should be doing to position themselves for transition. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premi...2023-03-2141 min
Insurance Refocused#7 - Leading by the Numbers w/ Michelle O'ConnorIn this episode, Carey and Lindsay sit down with Michelle O'Connor from O'Connor Insurance to chat about the journey to achieving goals, being a husband and a wife team, and finding your gifts. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their agenc...2023-03-1436 min
Insurance Refocused#6 - Have Some Dog In You w/ Kyle BeckerIn this episode, Carey and Lindsay sit down with Kyle Becker from Smart Insurance to talk about pursuing agency ownership while the current owner is still involved, what agency culture means to him, and why you need to have a little dog in you. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agenc...2023-03-0747 min
Insurance Refocused#5 - Trust is the Foundation of Change w/ Matt SimonIn this episode, Carey and Lindsay sit down with Matt Simon from CoverLink to chat about the importance of building trust, stepping into a leadership role, and how to decide what the right investment is for your agency. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for a...2023-02-2845 min
Insurance Refocused#4 - Insuring the Future w/ Bobby SalmonIn this episode, Carey and Lindsay sit down with Bobby Salmon from INSURE to chat about fostering the future of the independent insurance industry and why relationships matter so much in this industry. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Agency Focus is the premier resource for agents to understand their agenc...2023-02-2141 min
Insurance Refocused#3 - Culture: Love Your People w/ Beth DeLaForestIn this episode, Carey and Lindsay chat with Beth DeLaForest from Aspire Insurance Group Inc. to chat about fostering a positive agency culture, and how being a farmer, not a hunter can lead to great results and has helped her build a very successful agency. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ ///////////// Age...2023-02-1431 min
Insurance Refocused#2 - Redefining Community w/ Joe HollierIn this episode, Carey and Lindsay sit down with Joe Hollier from Nifty to talk about the metaverse and its future in the independent insurance space.If you would like to reach out to Joe to learn more, shoot him an email at joe@theniftyrewards.com. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business. Learn more and create a free account at https://www.haveyourcake.com/ 2023-02-0746 min