Business Refocused

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show pr...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show previousl...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn mo...

In 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 Free Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at http...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show previously na...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners b...

In 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. Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn m...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://...

In 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. ...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agen...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help ag...

In 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.  Connect with us: Follow AgencyFocus for more conversati...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency o...

In 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...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners bui...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn m...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show previously named Insurance Refocused

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show previously named Insurance Refocu...

In 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. Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Sh...

In 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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show previ...

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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus....

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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show previously named In...

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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://a...

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.  Connect with us: Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/ Show pre...