Business Refocused
Business Refocused
Lindsay Sexton & Carey Wallace
#175 - Get Your Agency a Health Check
26 minutes Posted Jun 9, 2026 at 10:00 am.
0:00
26:22
Download MP3
Show notes
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 underst...