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Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#162 - Your Yearly Agency Check-Up: Benchmarking
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In this episode of Business Refocused, Lindsay and Carey focus specifically on benchmarking and why it might be the most underutilized tool in an agency owner’s toolbox.
A lot of owners think benchmarking is just a “nice to have” report. In reality, it is a financial health check. It gives you a clear, unbiased look at how your agency stacks up against others your size and where you may be off without realizing it.
They walk through what benchmarking actually uncovers, including:
- Whether your compensation structure is in line with industry standards
- If your profitability is truly strong or just looks strong on the surface
- How retention impacts long-term growth more than new business does
- Whether your revenue per employee and spread support sustainable scaling
- Why misclassified expenses can distort how healthy your agency really is
They also talk about why benchmarking is especially important for agencies planning internal transitions, acquisitions, or long-term growth. You cannot improve what you do not measure, and you cannot confidently scale what you do not understand.
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Show previously named Insurance Refocused
