AgencyFocus

AgencyFocus Helping independent insurance agencies understand their value and plan for their future.

06/04/2026

In this episode of the podcast, Carey and Lindsay sit down with Patrick McClure of Impact Performance Team to talk about one of the biggest challenges agency owners face: creating a true sales culture.

Patrick shares his journey from commercial insurance producer to sales leader and entrepreneur, helping independent agencies improve sales performance, develop producers, recruit talent, and build accountability across their organizations. What started as sales coaching has evolved into leadership consulting, recruiting, and operational support for growing agencies.

The conversation explores why many agencies hit a growth ceiling, how agency owners can transition from producer to leader, and what it takes to build a team that consistently generates new business.

Key takeaways include:
🌟The difference between managing producers and leading them
🌟How to build accountability without micromanaging
🌟Why recruiting the right people matters more than insurance experience
🌟The five non-negotiables of a successful sales organization
🌟How agencies can move from referral-driven growth to intentional sales growth

🎧Listen to the full episode at https://zurl.co/Rw9rs

The CFO 🔟We're walking through the Top 10 questions every agency should be asking their CFO. Here are the first two: 1️⃣...
06/03/2026

The CFO 🔟

We're walking through the Top 10 questions every agency should be asking their CFO. Here are the first two:

1️⃣ What is our current EBITDA margin, and how does it compare to best-in-class benchmarks? This is the single most important metric for understanding agency value and operational efficiency. If your CFO can't answer it cold, that's a problem.

2️⃣ What is our organic growth rate, and what's driving it (or slowing it)? Top-performing agencies consistently grow organically at 10%+ annually. Understanding the components new business vs. retention vs. rate tells you where to focus.

In celebration of , we want to highlight the value independent agencies bring to the insurance industry each and every ...
06/01/2026

In celebration of , we want to highlight the value independent agencies bring to the insurance industry each and every day.

By providing personalized guidance and tailored coverage solutions, independent agents help clients navigate risk with confidence. Their client-first approach helps individuals and businesses feel protected, supported, and confident they’re receiving the right coverage at the right value.

Over the years, we’ve had the privilege of working alongside so many incredible independent agencies, and we’ve seen firsthand the dedication, care, and hard work they bring to the industry every single day. Thank you for all you do to support clients, strengthen communities, and move our industry forward. 💙

What an event! AgencyFocus was humbled to be part of the 57 Lions, No Sheep Mastermind. 🦁The conversations and connectio...
05/28/2026

What an event! AgencyFocus was humbled to be part of the 57 Lions, No Sheep Mastermind. 🦁

The conversations and connections were amazing, and we're proud to have helped celebrate the recognitions of Billy Wagner and Matt Naimoli for all they do for our industry.

05/27/2026

In this episode of the 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.

🎧Listen to the full episode at https://zurl.co/4W2UC

Register for our next Launchpad as we dive into AI Automation, featuring Wessly Anderson: https://zurl.co/qfWXw

We are proud to announce Carey's latest feature, Passing the Baton, in the Summer 2026 issue of the Korsgaden Insights C...
05/26/2026

We are proud to announce Carey's latest feature, Passing the Baton, in the Summer 2026 issue of the Korsgaden Insights Community Magazine!

This article delves into the critical importance of strategic perpetuation planning for independent insurance agencies, emphasizing that successful transitions are living strategies embedded in an agency's culture.

Discover how to ensure your agency's legacy and protect its value for future generations. Read the full story by joining the Korsgaden Insights Community: https://zurl.co/zDf9t.

Home of the free, because of the brave. Today, we reflect on the true meaning of Memorial Day. We are forever grateful f...
05/25/2026

Home of the free, because of the brave.

Today, we reflect on the true meaning of Memorial Day. We are forever grateful for the heroes who gave their all for our freedom.

Insights tailored to your agency's needs - at a fraction of the cost!Our ongoing fractional CFO services provide the fin...
05/21/2026

Insights tailored to your agency's needs - at a fraction of the cost!

Our ongoing fractional CFO services provide the financial foundation and strategic insights your agency needs to grow and scale month after month.

What we review monthly:
💡Budget vs. Actuals
💡Capacity and Payroll
💡Growth Drivers
💡Customized KPIs
💡Projected Profitability

Learn how our customized programs are tailored to your agency's CFO needs: https://zurl.co/AQbUY

Carey Wallace and Beth DeLaForest are back with another FREE webinar in their Launch Pad series, created to help young i...
05/21/2026

Carey Wallace and Beth DeLaForest are back with another FREE webinar in their Launch Pad series, created to help young insurance professionals learn, grow, and gain insights from industry leaders.

The second session will take a closer look at AI Automation and how it’s shaping the future of the industry.
🎙️ Facilitated by Beth DeLaForest & Carey Wallace
👉 Featuring Wessly Anderson
📅 June 4 | 11:00 AM - 12:00 PM CDT

👉 Reserve your spot: https://zurl.co/Esplr

The data is clear: our industry isn't just growing - it’s accelerating📈With deal values climbing 18% in 2025, the appeti...
05/19/2026

The data is clear: our industry isn't just growing - it’s accelerating📈

With deal values climbing 18% in 2025, the appetite for innovation has never been higher.

This increase reflects a market that is leaning into new technology and strategic partnerships to drive the future of the insurance industry.

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Hilton Head Island, SC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+16146572674

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