
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
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Episode 8 - The M&A Game Has Changed w/ Jared Roy
In 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.
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Episode 7 - Leading by the Numbers w/ Michelle O'Connor
In 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.
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Episode 6 - Have Some Dog In You w/ Kyle Becker
In 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.
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Episode 5 - Trust is the Foundation of Change with Matt Simon
In 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.
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Episode 4 - Insuring the Future with Bobby Salmon
In 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.
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Episode 3 - Culture: Love Your People with Beth Delaforrest
In 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.
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Episode 2 - Redefining Community w/ Joe Hollier
In 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.
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Episode 1 - Data Changes Everything with Syd Roe
In this episode, Carey and Lindsay sit down with Syd Roe from Vertafore to talk about the challenges of generational family businesses and the impact data will have on the future of independent agencies.
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Intro to Insurance Refocused: A Sneak Peek!
Welcome to the Insurance Refocused Podcast! Join co-hosts Lindsay and Carey Wallace for an inside look at the industry and preview the diverse range of topics they'll be discussing in each episode. Be sure to subscribe and get ready for a fresh perspective on the industry through insightful conversations with key players in our industry's future.
