Your agency might have strong revenue, solid margins, and loyal clients, but does the business truly stand on its own? The answer comes down to transferability.

In this episode, Lindsay and Carey Wallace talk with Monica Adwani of Breezy Seguros about what it really takes to build an agency that is valuable beyond the owner. Monica shares her journey from joining a startup as the fourth employee, to helping grow and sell that agency, and now to running her own consulting firm and serving a new community as a partner at Breezy.

You’ll hear about:

• Why owners themselves are often the biggest risk to agency value
• How to make your operations, book, and team less dependent on you
• The role of client communication preferences in shaping sustainability
• What it means to build a culture that supports long-term transferability

If you want your agency to thrive today and be worth more tomorrow, this conversation will give you practical ideas and inspiration to get there.

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