AgencyFocus

Out team is THANKFUL for the opportunity to serve YOU! We love this industry and our clients, and we look forward to closing out 2024 strong. Wishing you and yours the happiest of Thanksgiving holidays from all of us at AgencyFocus! #Thankful

In this episode of the #InsuranceRefocused podcast, Lindsay and Carey sit down with Andrew Ryan, CIC from Hertvik Insurance Group to discuss the importance of mentorship, generational differences in the workplace, the role of technology in modern insurance, and the significance of creating a culture that encourages innovation and risk-taking. Andrew emphasizes the need for alignment between individual and organizational goals, offering valuable insights for both young professionals and agency owners. ??? Listen now at https://lnkd.in/d7dcedV9 ?? Sponsored by Cake #Mentorship #Culture

Thanks Ashley! A great experience is what we strive to fulfill when we engage with an agency. Whether it is: ?? Valuation ?? Acquisition ?? Perpetuation ?? CFO Services ?? or other Consulting... We're here to help! Visit agency-focus.com to learn more. #Valuation #Perpetuation #CFO

In this episode of the #InsuranceRefocused podcast, Lindsay and Carey Wallace answer the question "What even is a valuation report anyways?" and break down what one really is, why understanding your agency’s worth is crucial, and the key components that make up an accurate valuation. The discussion highlights how regular valuations serve as a vital health check for agencies, the essential data you’ll need, and the role subjectivity plays in these reports. They wrap up with practical insights on how knowing your agency's strengths and weaknesses can impact your valuation strategy. ??? Listen now at https://lnkd.in/d7dcedV9 #Valuation #Insight #AgencyValue

Can you leverage technology to not only improve the workflow of your agency - but also increase its value? Carey shares her thoughts on how this can be an effective strategy. #Technology #AgencyValue #Valuation

Certainly, 50/50 ownership can have its benefits. But we've seen quite a few scenarios where one owner doesn't agree with another on agency strategy. In a 50/50 scenario - what do you do next? If your ownership structure is holding your agency back, it may be time to discuss your options. A third party can sometimes be the answer, and we're happy to discuss how. Visit agency-focus.com for more information on how we can help. #AgencyOwners #DecisionMaking

Want the attorneys to win? On his episode of the #InsuranceRefocused podcast, ????Bradley Flowers of Portal Insurance and The Insurance Guys Podcast says that when you give producers ownership of their books - that's the only group that can end up winning. Hear more from Bradley, Carey, and Lindsay now at https://lnkd.in/d7dcedV9 #Ownership #Insurance

Are there opportunities to reallocate in your expenses? If you don't know what to look for, they can be hard to identify. When we analyze agency financials, we talk with them about the discretionary expenses that might provide opportunities for change. Let's talk about how we can support your agency. Visit agency-focus.com to get started. #Expenses #Financials #CFO

In this episode of the #InsuranceRefocused podcast, Lindsay and Carey talk about "Solving the People Problem" with Billy Wagner of Brightway Insurance. Billy explores the transition from being an operator to a CEO, emphasizing the importance of building a high-performance team, and solving the people problem. Thank you for all the insights, Billy! ??? Listen now at https://lnkd.in/d7dcedV9 ?? Sponsored by Cake #People #Leadership

Thank you Veterans! What a special day for us to take time and show appreciation for those who served our country. There are some amazing veterans from my family and from this industry whom I hold in high regard - and I'm proud to know them. If you served our country, please know that you have our gratitude. ?????? #VeteransDay #ThankYou