Insurance Refocused

In this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before considering acquisitions, the red flags to look out for when evaluating potential agencies to buy, and the challenges of integrating paper-based agencies into a technology-driven environment.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

In this episode Carey and Lindsay sit down with Casey Nelson from Stakwise to talk about how automation can give your agency back valuable time, help build processes and expectations with your customers. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

In this episode, Carey and Lindsay sit down with Lisa Hengel from Willow Wood Insurance Agency to talk about her journey buying an agency, or as she calls it, her 'internship.' We delve into the real-world lessons she learned, what it was like bringing a new team member on board, and how she stumbled upon the two agencies she now owns.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

In this episode Carey and Lindsay sit down with Mother and Daughter Duo Christy & Chasity Ross from Cecil A. Ross Investment & Insurance Group to talk about how they are utilizing technology in their multi-generational family agency, what training looks like, and their take on how being a family agency gives you an edge on a hard market. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

In this episode, Carey and Lindsay sit down with Thomas Mann from Aureus Analytics to discuss agency data, the utilization of predictive processes for safeguarding your human capital, and the technological strategies employed by agencies.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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! ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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.///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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. ///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/

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///////////// SPONSORSAscend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocusedAgency VA is the solution for all your hiring needs. They have over 1000 VA's who are licensed and ready to help you take your agency to the next level. Schedule a call with them at https://agencyva.com/agency-focus/ ///////////// 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/