In this episode, Carey and Lindsay sit down with George Robertson to talk about taking over his father's agency, how he made changes after the transition, and his process for choosing the right technology for your agency.

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This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused

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Show previously named Insurance Refocused