Focused on helping independent insurance agencies grow and thrive by leveraging data and technology.
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Hilton Head , South Carolina 29928, US
Lucky to have Lauren Washington on our team! Congratulations to her to getting her Generative AI Certification through John Hopkins University!
Happy to annouce that I recently completed a certification in Applied Generative AI through the Johns Hopkins Whiting School of Engineering! This was an excellent course and I highly recommend it to anyone that wants to learn more about AI. Super thankful to AgencyFocus™ for the opportunity to take this course.
Growth doesn't come without growing pains. And while it can be frustrating, they are signs your agency is moving in the right direction. In Lauren's newest article, she dives into how recognizing these hurdles early and having a strategy to navigate each one can help agencies maintain momentum, preserve culture, and build a strong foundation for the future. Discover the solutions to common growing pains agencies face in the full article: https://zurl.co/RhaSZ #AgencyGrowth #Article
What an amazing time spent in Vail, CO at the HawkSoft Owners Retreat! The HawkSoft leadership team created an incredible environment for collaboration and growing together as an industry. The energy in the room said it all - this is a community built on real connection. A huge thank you to the HawkSoft team for having us! Paul Hawkins Sean Hawkins seth zaremba Cindy Burns, CIC, CPIA Daniel J Burns, CIC, CPIA Carey Wallace Lindsay Wallace #AgencyFocus #BigIndustrySmallCommunity
When you know the numbers and financials within your agency, you gain a new perspective when it comes time to make a decision💡 Our ongoing fractional CFO services provide the financial foundation and strategic insights your agency needs to grow and scale month after month. Discover what a fractional CFO could do for your agency: agency-focus.com/cfo #CFO #AgencyFocus
Real stories, bold strategies, and a fresh approach to insurance leadership💡 Thanks to an invite from authors Beth DeLaForest and Joan Curtis, our own Carey and Lindsay Wallace had the privilege to bring their voices and insights to the blueprint for modern insurance agencies in "Rethink Everything". We can’t wait for you to get your hands on it! Order your copy on Amazon today: https://zurl.co/2G8Z1 #AgencyFocus #InsuranceLeadership
Retaining top producers in the independent insurance space is harder than ever. As competition rises, agencies are looking for strategic incentives beyond traditional commissions and bonuses. Dive into what producers are looking for in a career and the innovative incentive structures to match: https://lnkd.in/e5jUriiN #IncentivePrograms #IndependentAgencies
What a week we had in North Carolina! 1️⃣ An incredible Mastermind event with Christopher Paradiso and his team 2️⃣ An unforgettable evening hosted by Aubie and Natalie Knight 3️⃣ An amazing conference held by Independent Insurance Agents of North Carolina, Inc. (IIANC) 4️⃣ A time to enjoy the company of so many great folks in this industry with Agency VA The PEOPLE of insurance are the ones that make this all happen! We're just glad to be along for the ride. #ThankYou #BigIndustrySmallCommunity
Maybe you're in a Mastermind group. Maybe you've joined one in the past. Maybe you've thought they "aren't for you", or that there are "too many of them to decide". No matter where you're at with Mastermind groups, there is one thing we know for sure - independent insurance leaders want to know how to improve their agencies and grow strategically. That's why this isn’t just another networking group. This is built around real numbers, real data, and real conversations. Join a room of agents who push each other to BE BETTER. Learn more now at https://lnkd.in/ehp7Cwpc #Mastermind #ChallengeYourThinking
Our team really loves getting to spend time with the ISU Steadfast Insurance Agency Network APF group! This group pushes each other to be better and take themselves to the next level. Carey Wallace Lindsay Wallace
We’re proud to have hosted another outstanding ISU Steadfast Agency Principal Forum (APF) in Chicago, IL! Bringing together agency leaders from across the country, this event was filled with focused discussions, meaningful connections, and actionable insights to help our members better serve their clients and grow their businesses. The energy in the room was incredible! Everyone was engaged, on topic, and eager to share ideas. Even with a packed house, the collaboration and knowledge-sharing never stopped. A sincere thank you to everyone who contributed to planning, facilitating (Carey Wallace & Lindsay Wallace), and supporting this event. Your dedication and teamwork made this APF our best yet. We’re excited to continue the momentum and elevate the way we support our network and the communities we help serve.
You can't fake passion👏 On this episode of the #InsuranceRefocused podcast, Lindsay and Carey Wallace sit down with Elizabeth Moore, co-founder of Amelia Risk Insurance Brokers, to discuss building a specialized insurance agency in the consumer-packaged goods (CPG) space. Elizabeth shares how her career path shifted from advertising dreams in New York to a fulfilling journey in insurance, and why choosing a niche has been key to her agency’s growth. She explains how important for agencies to use technology to streamline operations while keeping client relationships personal, and why referrals and trust often outweigh traditional advertising. 🎧Listen to the full episode at: https://zurl.co/cGUWA #CPG #RiskInsuranceBrokers