Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Business Refocused
#175 - Get Your Agency a Health Check
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In this episode of Business Refocused, Carey and Lindsay explore how agency benchmarking is helping independent insurance agencies gain deeper financial visibility and make more informed business decisions.
As more agency owners look beyond valuation and focus on long-term performance, health checks have become a powerful tool for measuring growth, profitability, book health, staffing efficiency, and operational risk. Carey and Lindsay discuss how agencies can use benchmarking data to understand where they stand, identify blind spots, and uncover opportunities for improvement.
Topics covered include:
- How a health check differs from a traditional agency valuation
- Why growth and profitability metrics matter together
- The risks of carrier, client, and producer concentration
- How staffing efficiency impacts agency performance
- Why technology investments should create measurable capacity gains
- Using financial data to make more confident business decisions
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Show previously named Insurance Refocused
