
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 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!
Podcasting since 2023 • 128 episodes
Insurance Refocused
Latest Episodes
#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers
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 proce...
•
Episode 127
•
33:58
.png)
#126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard
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 ac...
•
Episode 126
•
35:36
.png)
#125 - Reinventing Insurance: Talent, Tech, and Taking Risks w/ Aubie Knight
In this episode, Lindsay and Carey sit down with Aubie Knight, CEO of the Independent Insurance Agents of North Carolina, to discuss the evolution of insurance associations, the importance of talent development through initiatives like InsurAca...
•
Episode 125
•
34:40
.png)
#124 - The Future of Work: Bots in Insurance w/ Raul Guerra
In this episode, Lindsay and Carey sit down with Raul Guerra from Alleviant VBOTS to discuss the transformative impact of robotic process automation (RPA) and AI on independent insurance agencies. They explore the growth of RPA technology, its ...
•
Episode 124
•
27:58
.png)
#123 - Decoding Leadership Excellence w/ David Keller
In this episode, Lindsay and Carey sit down with David Keller to discuss key takeaways from a recent leadership training session, emphasizing the importance of defining success, learning from past mistakes, and fostering psychological safety wi...
•
Episode 123
•
29:30
.png)