Insurance Refocused

De: Lindsay & Carey Wallace
  • Resumen

  • 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!
    © 2024 Insurance Refocused
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Episodios
  • #90 - Marketing Drives Agency Acquisitions w/ Nick Vitali
    Oct 15 2024

    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 agency’s visibility, strengthened relationships with influential clients, and helped choose the right athletes or influencers to align with the agency's goals. The conversation also covers strategies for turning high-profile clients into advocates and the often overlooked role of marketing in successful acquisitions, providing practical advice for other agency owners.

    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/

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    38 m
  • #89 - Humanity is Our Biggest Superpower w/ Vonda Copeland
    Oct 8 2024

    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 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 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 transition of ownership, and prepare for acquisitions.

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

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    30 m
  • #88 - Don't Fall in Love With the Deal w/ Bradley Flowers
    Oct 1 2024

    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 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 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 transition of ownership, and prepare for acquisitions.

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

    Más Menos
    45 m

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