In this episode of The Insurance Refocused Podcast, Lindsay and Carey Wallace welcome Beth DeLaForest back to the show to talk about Launchpad, a new webinar series designed to help the next generation of insurance professionals learn, grow, and build meaningful industry connections.

Beth and Carey share why knowledge transfer matters more than ever as experienced leaders prepare to exit the industry and younger professionals step into bigger roles. They discuss the value of mentorship, outside perspectives, peer relationships, and learning from leaders who have already walked the road ahead.

The conversation also highlights the heart behind Launchpad: creating a free, collaborative space where future leaders can hear from experienced voices across the industry on topics like leadership, delegation, imposter syndrome, AI, and building confidence in their careers.

Link to Upcoming Launchpad Sessions

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Show previously named Insurance Refocused

In this special re-release, we’re sharing an episode originally featured on Nina Shepard's Insurance Leaders Lab Podcast. Carey joins Nina to talk about financial clarity for independent insurance agency owners.

They discuss why waiting until you're ready to sell is a mistake, how your compensation structure could secretly be tanking your agency's value, and the three key drivers that determine what your business is really worth—growth, profitability, and transferability.

Originally featured on the Insurance Leaders Lab Podcast

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Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/

Show previously named Insurance Refocused

In this episode of Business Refocused, Carey and Lindsay break down what they’re seeing from real agency benchmarking data and how top-performing insurance agencies are driving growth and profitability.

They walk through the key metrics that matter most, including organic growth, profitability, staffing, technology spend, and revenue per employee. More importantly, they explain how these metrics work together and what actually drives performance inside an agency.

One of the biggest takeaways is high growth doesn’t always mean high marketing spend. In fact, some of the fastest-growing agencies are spending less than 2% on marketing, relying instead on referrals, niche strategies, and operational efficiency.

They also dig into how technology, AI investments, and compensation structures impact profitability, and why simply adding tools or people doesn’t always improve results.

Key insights from the episode:

• How to use benchmarking as a health check for your agency
• Why growth and profitability vary based on strategy
• The real impact of marketing spend on organic growth
• How technology and staffing decisions affect performance
• Why compensation structure can limit profitability

Connect with us:
Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/

Show previously named Insurance Refocused