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.

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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. 

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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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. 

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Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, a...

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. 

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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. 

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Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier paya...

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! 

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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.

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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. 

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Ascend 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....

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. 

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Ascend 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/ins...

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. 

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Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables...

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

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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. 

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Ascend 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/insuran...