Insurance Refocused

Lindsay & Carey Wallace•insurancerefocused.com

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!

Last refreshed: July 27th, 2025 at 12:59 AM ⓘ

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Episodes

#10 - Technology is a BIG Decision w/ George Robertson

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. ///////////// 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 https://agency-focus.com/

Apr 04, 2023•49 min•Ep. 10

#9 - The Biggest Sale of My Life w/ Ryan Reynolds

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. ///////////// 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 https://agency-focus.com/

Mar 28, 2023•43 min•Ep. 9

#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. ///////////// 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 https://agency-focus.com/...

Mar 21, 2023•42 min•Ep. 8

#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. ///////////// 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 https://agency-focus.com/

Mar 14, 2023•37 min•Ep. 7

#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. ///////////// 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 https://agency-focus.com/...

Mar 07, 2023•48 min

#5 - Trust is the Foundation of Change w/ 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. ///////////// 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 https://agency-focus.com/

Feb 28, 2023•45 min•Ep. 5

#4 - Insuring the Future w/ 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. ///////////// 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 https://agency-focus.com/

Feb 21, 2023•42 min•Ep. 4

#3 - Culture: Love Your People w/ Beth DeLaForest

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. ///////////// 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 https://agency-focus.com/...

Feb 14, 2023•31 min•Ep. 3

#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. If you would like to reach out to Joe to learn more, shoot him an email at joe@theniftyrewards.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 https://agency-focus.com/...

Feb 07, 2023•46 min•Ep. 2

#1 - Data Changes Everything w/ 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. ///////////// 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 https://agency-focus.com/

Jan 31, 2023•47 min•Ep. 1

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. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for a...

Jan 29, 2023•7 min0

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