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AgencyFocus

Name: AgencyFocus
Address: 2156 Cheswick Lane, Hilton Head Island, SC, 29466, US
Telephone: +16146572674

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

10/13/2026

In this episode of Business Refocused, Carey sits down with Dan Vander Kooi of Manna Insurance Group to talk about the value of having the right people around you as an agency owner.

Dan shares the story behind Agent Underground, a small, collaborative event created for independent agency owners who want to learn from each other, talk openly about what is working, and have honest conversations about the challenges that come with ownership and leadership.

The conversation also gets into something many business owners experience but do not always talk about. Running an agency can feel lonely. Having a group of peers who understand the decisions you are making, the pressure you carry, and the problems you are trying to solve can make a real difference.

Dan and Carey also talk about technology, leadership, and how agencies can use tools like AI to create more capacity for their teams. The goal is not to replace people. It is to give them more time to focus on clients, relationships, and the work that actually needs a human touch.

A few things we cover:
➡️Why agency ownership can feel isolating
➡️How trusted peers can help you make better decisions
➡️Why collaboration can make independent agencies stronger
➡️How technology can create more capacity for your team
➡️What agency owners can learn from each other about staffing, leadership, and growth
➡️Why smaller, relationship-driven events can lead to better conversations
➡️The importance of staying curious and open to new ideas

Listen to the full episode at the link in the comments🎧

10/12/2026

Join a room of agents who push each other to BE BETTER.

This isn’t just another networking group. Be a part of a mastermind for independent insurance leaders to:
💡Benchmark performance
💡Share data confidentially
💡Drive accountability through deep strategic conversations

We’re opening the door for new voices and fresh perspectives in our mastermind community. Fill out an interest form at the link in the comments today🔗

10/09/2026

Make decisions for your agency with confidence🤝

From Independent Insurance Agency Fractional CFO Services to Valuation, our team works to provide the insights you need to maximize your independent agency’s value.

A huge thank you to Joel Verdon from Lemon Mohler Insurance Agency for the kind words! Working with you and your agency is always a pleasure.

10/08/2026

Can a deal on an agency be too good to be true?🤔

A deal may look good on paper, but not asking the right questions before purchasing may put you in a poor financial situation, questioning how you are going to make this agency work.

Revenue is usually the first number a seller shares, and on its own it tells you very little. When purchasing an agency, it is necessary to dig deeper into additional important metrics that tell the full story.

Avoid buyers regret by reading our newest article at the link in the comments🔗

10/07/2026

The finance aspect in growing businesses has fundamentally shifted📈

Interest in Fractional CFO solutions has risen by 310% since 2020 - and for good reason. Companies no longer need to choose between a full-time executive salary and high-level strategic oversight.

Have you been thinking of a fractional CFO for your independent agency? Look no further than the link in the comments👇

10/06/2026

In this Coffee Break episode of Business Refocused, Carey and Lindsay talk through what agency owners should actually be looking at when evaluating an acquisition.

Too often, the conversation starts and ends with revenue or a rumored multiple. But as Carey explains, that can lead to a very incomplete picture. Growth, profitability, staffing, book mix, retention risk, and the people behind the business can all change whether an agency is a strong acquisition or one you should walk away from.

They also preview Carey’s upcoming “Buy or Pass” session at ITC Agents, where attendees will evaluate real agencies, decide whether they would buy them, and then see what those businesses actually sold for. The goal is to show just how much the answer can change once you look beneath the surface.

One example drives that point home. On paper, the agency looked attractive: strong revenue, solid profitability, commercial lines concentration, and positive growth. But once they revealed that 72% of the staff was over age 68, the risk profile changed significantly. A buyer would need to think about potential turnover, staffing gaps, client retention, and what happens when a major transition hits the team.

A few things we cover:
💡Why revenue alone is not enough to evaluate an acquisition
💡Which financial and operational metrics buyers should look at
💡How staffing and succession risk can affect agency value
💡Why the same agency can look very different once you dig deeper
💡How buyers can avoid overpaying for an agency
💡What sellers can strengthen before going to market

If buying an insurance agency is part of your growth strategy, this episode is a good reminder that the multiple is only one piece of the decision. The real work is understanding what you are actually buying.

Listen to the full episode at the link in the comments🎧

$Q4 is here. When does your 2027 planning start? We can help. From fractional CFO services to perpetuation planning to fa...$

10/05/2026

Q4 is here. When does your 2027 planning start? We can help.

From fractional CFO services to perpetuation planning to fair market valuations, our team provides the insights you need to maximize your independent agency’s value.

Ready to feel confident in your agency's financial decision making? Get started at the link in the comments👇

10/02/2026

What a week!

Thank you InsureTech Connect for having Carey share insights on what agency buyers and sellers should be looking for in this marketplace. The feedback was incredible and it is always amazing to see all the energy and excitement at this event.

09/30/2026

A well-deserved round of applause👏

Congratulations to all of our clients who were recently recognized as 2026 Best Practices Agencies by Independent Insurance Agents & Brokers of America, Inc. and Reagan Consulting Inc.!

This accomplishment is a true testament to your operational excellence and dedication to your clients and communities. Keep up the great work!

See an agency you know? Leave a congratulations in the comments👇

09/29/2026

- Legacy Insurance Partners was presented with the Keystone Partner of the Year award🌟

The agency was also awarded as the North Carolina and national agency of the year.

Well deserved! Congratulations to Robert and Scott Broome (pictured), as well as the whole Legacy Partners team!

Address

2156 Cheswick Lane
Hilton Head Island, SC
29466

Opening Hours

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

Telephone

+16146572674

Website

https://www.agency-focus.com/

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