In this episode, Carey and Lindsay sit down with Ted Rusinoff to discuss a transition story few agency owners prepare for, purchasing an agency after the unexpected death of its owner.

Ted shares the real-world challenges of stabilizing operations during a time of loss, building trust with clients and carriers, and making critical tech and business decisions under pressure.

The conversation highlights the importance of succession planning, the realities of leading through change, and the vital role community plays in navigating the toughest moments in agency ownership.

Whether you're an agency owner, successor, or advisor, this episode is a powerful reminder of why preparation, and adaptability matters.

Sponsored by AgencyPoint

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