On this episode of Business Refocused, Carey and Lindsay Wallace sit down with Jay Mueller, an independent agency owner who lives on the Mediterranean coast of Spain while running a growing brick and mortar insurance agency in Cincinnati. He shares how he restructured a multigenerational family business, implemented EOS, and built a leadership team that allows him to be overseas without losing momentum, culture, or performance. They unpack what it really looks like to design freedom into your agency, from getting out of the day to day to trusting your people and putting the right systems in place.

What you’ll learn:

• How Jay runs a Cincinnati based independent insurance agency while living in Spain
• The path from 10 employees down to 3, then back up to 15 with close to 20% organic revenue growth
• Why EOS, clarity in roles, and a true accountability chart unlocked scale
• How to move from “I am the main producer” to “I develop producers and leaders”
• Simple ways to test working remotely before you commit to a big life change
• Practical ideas to create more freedom for yourself and your team, including extended time off and sabbatical style breaks

If you are asking yourself whether it is possible to grow your agency, protect your culture, and still build a life you are excited about, this conversation gives you a realistic, step by step view of what it takes.

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