Embrace the PAUSE! Did you catch our episode this week with Julie Webb, CPCU, CIC? Find it where you listen to podcasts!
Insurance Refocused Podcast
保险业
Hilton Head Island，South Carolina 1,029 位关注者
Join us in navigating and keeping up with the ever-changing independent insurance industry.
关于我们
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 X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of everyday 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!
- 网站
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https://agency-focus.com/insurancerefocusedpodcast
Insurance Refocused Podcast的外部链接
- 所属行业
- 保险业
- 规模
- 1 人
- 总部
- Hilton Head Island，South Carolina
- 领域
- insurance、Leadership、M&A 、Agency Ownership 、Agency Transition 、insurance agency、marketing、branding和insurtech
动态
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Loved having Kabir Syed, from ennabl join us a couple of weeks ago on the podcast! Thank you for coming on to share your insights and give our listeners a look into the future of data in Insurance Tune in here if you missed it: https://lnkd.in/dRc9MRqX
#AMS Reports Shouldn’t Take Longer Than Your Morning Coffee If you hit “Run Report” and have time to brew a coffee, drink it, and question your life choices before it’s done… we have a solution. We believe #InsuranceBrokers and #InsuranceAgents deserve fast, clean, and insightful data—without the wait. Dynamic dashboards, instant filtering, and no more painful AMS workarounds. Because insurance should run on intelligence…. not inconvenience. #DataWithoutDelay #InsuranceInnovation #CoffeeNotCode https://lnkd.in/gS7Epz4q
#91 - The Data-Driven Future of Insurance w/ Kabir Syed
https://www.youtube.com/
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In this week's episode, Lindsay and Carey sit down with Chris Larmore, CIC, CRM, PHR, OHST, CRIS, eS. to discuss his experience in building a niche agency specializing in high risk construction markets. They explore the challenges and opportunities within the insurance market, the importance of relationships, and how technology, particularly AI, is being leveraged to enhance agency efficiency.?
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If you could impact two things in your time in the industry what would they be? Carey Wallace Lindsay Wallace AgencyFocus?
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Tomorrow in our AgencyFocus? newsletter we're diving into a case study on Abigail Whorton's story. Her father unexpectedly passed away and there was no agency perpetuation plan in place. As we were writing it we got two more agencies onboarded in the same situation. You never think it will happen to you, until it does. It's time to make a plan!
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Insurance Refocused Podcast转发了
I've always known perpetuation planning was important. But I didn’t realize how devastating it is when there’s no plan—until I started hearing the stories. An agency owner passes away unexpectedly. Their spouse, still grieving, is left scrambling to figure out what to do. Employees are uncertain. Clients start looking elsewhere. And a business that took decades to build can fall apart in months. It happens more than you’d think. The worst part? It’s avoidable. In tomorrow's episode, we break down what happens when there’s no plan—and how to fix it before it’s too late. If you don't have a plan in place, let's figure one out together before your family needs our emergency help. Tomorrow, dropping at 6 AM, Failing to Plan: An Agency's Biggest Risk.
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