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Insurance Refocused

Insurance Refocused

Auteur(s): Lindsay & Carey Wallace
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À propos de cet audio

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!

© 2025 Insurance Refocused
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Épisodes
  • #128 - Exploring the Insurance Industry w/ Molly Harrigan
    Jul 8 2025

    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 market, the importance of clear communication, and the unique opportunities available to young professionals in insurance. She also offers valuable advice for those considering a career in the industry, particularly within family-run agencies.

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    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    Voir plus Voir moins
    30 min
  • #127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers
    Jul 1 2025

    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 process, and how it impacts his business operations. The conversation covers financial best practices, growth strategies, and practical advice for agency owners aiming to improve their operations and valuation.

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    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    Voir plus Voir moins
    34 min
  • #126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard
    Jun 24 2025

    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 acquisition process. The discussion also covers market trends, the evolving landscape of M&A, and practical advice for agency owners looking to buy or sell their businesses.

    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/

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    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    Voir plus Voir moins
    36 min

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