In this episode, Carey and Lindsay sit down with Keith Savino, Managing Partner at PCF Insurance Services, to discuss navigating M&A decisions, keeping 'the point of sale' in mind after 'the point of sale,' and the transformation that occurs when you begin to view your agency as a business rather than just a lifestyle. ///////////// 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 ...
Oct 31, 2023•38 min•Ep. 40
In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are. ///////////// 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/...
Oct 24, 2023•36 min•Ep. 39
In this episode, Carey and Lindsay sit down with Pat West from B Atomic to break down the true meaning of "data-driven," the significance of prioritizing your agency's data, and how B Atomic can support you on your data-driven journey. ///////////// 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/...
Oct 17, 2023•37 min•Ep. 38
In this episode, Carey and Lindsay sit down with Angela Trimble, owner of TrustPoint Insurance & Real Estate, to discuss the dynamic journey of owning an agency with a partner, merging acquired agencies, and navigating the ensuing challenges. ///////////// 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/...
Oct 10, 2023•33 min•Ep. 37
In this episode Carey and Lindsay sit down with Nicole Ostander from Vault Insurance & Risk Management to talk about how her agency has pivoted their way through the hard market so far, their experience going through a name and branding change, and how she makes sure her staff are in the right seats for their skills. ///////////// 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...
Oct 03, 2023•27 min•Ep. 36
In this episode, Carey and Lindsay sit down with Daniel Rohrbaugh, President of Raleigh Insurance Group, to discuss his journey in growing his scratch agency, staff expansion decisions, his strategy for choosing the right network, and the role of industry involvement in his success. ///////////// 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/...
Sep 26, 2023•39 min•Ep. 35
In this episode Carey and Lindsay sit down with Mike Crowley from Crowley Insurance to talk about how his agency creates the connections that customers are craving, what it's like to innovate in a generational family agency, and how to take action to ideas you learned at a conference. ///////////// 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/...
Sep 19, 2023•37 min•Ep. 34
In this episode, Carey and Lindsay sit down with another mother-daughter duo, Teresa Kitchens, owner of Sterling Insurance, and her daughter Kaleigh Kitchens, Risk Management Specialist and Account Executive at Sterling Insurance. The four talk about onboarding a family member to an existing agency, how it impacts the agency's culture, and what it takes to maintain healthy family relationships in the workplace. ///////////// Agency Focus is the premier resource for agents to understand their age...
Sep 12, 2023•36 min•Ep. 33
In this episode Carey and Lindsay sit down with Terren Moore to talk about how opening his own farm at 15 led him to open his own insurance agency, how he stays focused while balancing the two companies, and how relationships have helped both his farm and 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/...
Sep 05, 2023•35 min•Ep. 32
In this episode Carey and Lindsay sit down with Emmanuel Osuyah from Alpha Direct Agency, LLC to talk about his philosophy behind his agency's culture, how remote work fits into it, and the road that got them to having a waiting list for future employees! ///////////// 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/...
Aug 29, 2023•43 min•Ep. 31
In this episode Carey and Lindsay sit down with Chris Greene aka the Flood Guru to talk about health risks and protecting your agency, building a solid agency culture and how Chris encourages his employees to help organize the future of his 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/...
Aug 22, 2023•42 min•Ep. 30
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. ///////////// 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/
Aug 15, 2023•42 min•Ep. 29
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. ///////////// 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/
Aug 08, 2023•43 min•Ep. 28
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. ///////////// 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/...
Aug 01, 2023•39 min•Ep. 27
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 ///////////// 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/...
Jul 25, 2023•41 min•Ep. 26
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. ///////////// 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/
Jul 18, 2023•44 min•Ep. 25
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. ///////////// 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-fo...
Jul 11, 2023•51 min•Ep. 24
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. ///////////// 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/...
Jul 04, 2023•44 min•Ep. 23
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. ///////////// 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/...
Jun 27, 2023•49 min•Ep. 22
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. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan f...
Jun 20, 2023•45 min•Ep. 21
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. ///////////// 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/...
Jun 13, 2023•50 min•Ep. 20
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. ///////////// 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 http...
Jun 06, 2023•38 min•Ep. 19
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. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquis...
May 30, 2023•48 min•Ep. 18
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. ///////////// 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...
May 23, 2023•46 min•Ep. 17
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 before us and keep his spirit alive in our hearts. ///////////// Agency Focus is the premier resource for...
May 16, 2023•47 min•Ep. 16
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. ///////////// 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://a...
May 09, 2023•45 min•Ep. 15
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. ///////////// 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/...
May 02, 2023•45 min•Ep. 14
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. ///////////// 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 25, 2023•38 min•Ep. 13
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. ///////////// 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 18, 2023•34 min•Ep. 12
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. ///////////// 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 11, 2023•40 min•Ep. 11
