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Insurance Refocused Podcast
เข้าร่วมเมื่อ 18 ต.ค. 2023
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!
#102 - Not All Buyers are Right for Every Seller w/ Jake Jensen & Kevin Callister
In this episode, Lindsay and Carey sit down with Jake Jensen and Kevin Callister from the Leavitt Group to discuss the how the hard market has impacted M&A in the independent insurance industry. They share insights on what the market has changed, the importance of agency valuations, and the dynamics between buyers and sellers. The discussion emphasizes the significance of culture, employee retention, and the long-term implications of selling an agency. The guests provide valuable perspectives on navigating the complexities of M&A transactions and the critical factors that influence agency valuations.
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 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 agency-focus.com/ (agency-focus.com/%20)
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 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 agency-focus.com/ (agency-focus.com/%20)
มุมมอง: 8
วีดีโอ
#101 - 2025 Predictions w/ Thomas Mann
มุมมอง 3วันที่ผ่านมา
In this episode, Lindsay and Carey sit down with Thomas Mann, a new addition to Agency Focus, to discuss the challenges and opportunities facing insurance agencies as they navigate scaling, staffing issues, and the importance of technology. They explore predictions for the insurance industry in 2025, emphasizing the need for agencies to document processes and prepare for market changes. The con...
#100 - The Insurtech Santa w/ Frank Sentner
มุมมอง 514 วันที่ผ่านมา
#100 - The Insurtech Santa w/ Frank Sentner
#99 - Creating an Internship Program w/ Andrew Darlington
มุมมอง 321 วันที่ผ่านมา
#99 - Creating an Internship Program w/ Andrew Darlington
#23 - Selling Your Story w/ Ciara Gravier
มุมมอง 828 วันที่ผ่านมา
#23 - Selling Your Story w/ Ciara Gravier
#19 - The Marketing Journey w/ Dani Kimble
มุมมอง 728 วันที่ผ่านมา
#19 - The Marketing Journey w/ Dani Kimble
#20 - Delivering a Premium Experience w/ Jack Wingate
มุมมอง 828 วันที่ผ่านมา
#20 - Delivering a Premium Experience w/ Jack Wingate
#22 - Let the Data Lead You w/ Seth Zaremba
มุมมอง 328 วันที่ผ่านมา
#22 - Let the Data Lead You w/ Seth Zaremba
#21 - In the Absence of a Plan w/ Abigail Whorton
มุมมอง 328 วันที่ผ่านมา
#21 - In the Absence of a Plan w/ Abigail Whorton
#27 - Automating Personal Lines w/ Elle Bunn Lappan
มุมมอง 728 วันที่ผ่านมา
#27 - Automating Personal Lines w/ Elle Bunn Lappan
#33 - Like Mother Like Daughter w/ Teresa and Kaleigh Kitchens
มุมมอง 1128 วันที่ผ่านมา
#33 - Like Mother Like Daughter w/ Teresa and Kaleigh Kitchens
#32 - Habits & Relationships w/ Terren Moore
หลายเดือนก่อน
#32 - Habits & Relationships w/ Terren Moore
#34 - Craving Connection w/ Mike Crowley
มุมมอง 1หลายเดือนก่อน
#34 - Craving Connection w/ Mike Crowley
#35 - The Building Process w/ Daniel Rohrbaugh
มุมมอง 3หลายเดือนก่อน
#35 - The Building Process w/ Daniel Rohrbaugh
#44 - Automation: The Power of Time w/ Casey Nelson
หลายเดือนก่อน
#44 - Automation: The Power of Time w/ Casey Nelson
#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
มุมมอง 5หลายเดือนก่อน
#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
#51 - Finding Your Staff's Right Seat w/ Missy Stallings
มุมมอง 1หลายเดือนก่อน
#51 - Finding Your Staff's Right Seat w/ Missy Stallings
#52 - Agents Learning From Agents w/ Michael McCormick & Taylor Dobbie
มุมมอง 1หลายเดือนก่อน
#52 - Agents Learning From Agents w/ Michael McCormick & Taylor Dobbie
#37 - Agency Mergers: Cash to Bots w/ Angela Trimble
หลายเดือนก่อน
#37 - Agency Mergers: Cash to Bots w/ Angela Trimble
#41 - Steady Process Progress w/ Thomas Mann
มุมมอง 1หลายเดือนก่อน
#41 - Steady Process Progress w/ Thomas Mann
#43 - The Internship of Buying an Agency w/ Lisa Hengel
มุมมอง 2หลายเดือนก่อน
#43 - The Internship of Buying an Agency w/ Lisa Hengel
#40 - M&A is a Bullet Point on the Journey w/ Keith Savino
มุมมอง 2หลายเดือนก่อน
#40 - M&A is a Bullet Point on the Journey w/ Keith Savino
#45 - Beginners Guide to Acquisitions w/ Rob Bowen
มุมมอง 2หลายเดือนก่อน
#45 - Beginners Guide to Acquisitions w/ Rob Bowen
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss
มุมมอง 1หลายเดือนก่อน
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss
#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares
มุมมอง 3หลายเดือนก่อน
#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares
Thank you, Lindsay and Carey, for featuring our Vice President, Andrew Ryan, on the Insurance Refocused Podcast! It was a pleasure to discuss such important topics, including generational differences in the workplace, the evolving role of technology in the insurance industry, and fostering a culture of innovation and risk-taking. Andrew's insights on aligning personal and organizational goals were timely and impactful, and we hope the conversation resonated with both young professionals and agency leaders alike. We're grateful for the opportunity to be part of this engaging and forward-thinking dialogue!
I’ve failed at everything I’ve ever tried
get back up and keep learning Kirch!
Timely podcast. Also, if you're an agency owner and you've intentionally set up a true non-compete so as to keep anyone that leaves your agency out of the insurance industry, I hope you get what you deserve. Hopefully the non-solicit and non-piracy clauses continue to be enforceable...
'PromoSM' 🤷
Who changed your life?
We ❤ ascend!!!
Ascend is the best!
👏🏻👏🏻👏🏻👏🏻
Love it!
George is the best!!!
He drops some serious tips in this episode, love him!
What technology are you using?
Love the culture index
A great tool for determining the right seats for your agency.
👏🏻👏🏻
love it!
Love this message!
Thanks!
👏🏻👏🏻👏🏻👏🏻
Love it!
Love this message
Thanks! Be sure to tune into the full episode!
Never met a mom who fully understands the tv remote system
Us either really!
Never met a mom who fully understands the tv remote system
crazy as a bat
not a fan of culture index?
STOP THE MADNESS!!
not a fan of culture index?