Business Refocused

#148 - Solving the Underwriting Bottleneck w/ Trace Meek


Listen Later

On Business Refocused, Lindsay and Carey sit down with Trace Meek, a third-generation agency owner and founder of Ask Fetch, to talk about one of the most persistent challenges in personal lines: the underwriting bottleneck. From appetite confusion to slow carrier responses to the loss of institutional knowledge, Trace explains why agencies get stuck and how tools like Ask Fetch are helping teams move faster and stay competitive.

He shares the turning point that inspired him to build a solution, the operational lessons he learned running his family agency, and why speed is now one of the strongest predictors of winning new business. This episode offers practical fixes, smarter workflows, and a deeper look at what high-performing agencies are doing to improve underwriting clarity.

What you’ll learn

  • Why underwriting friction slows growth
  • How speed impacts your close ratio
  • Where appetite confusion really starts
  • How Ask Fetch helps decode carrier rules faster
  • How to reduce reliance on tribal knowledge inside your agency
  • How modern workflows help new hires quote and bind sooner
  • The mindset shift that moves agencies from overwhelmed to intentional

Business Refocused exists to help leaders remove roadblocks, improve operations, and build agencies that run with confidence.

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

Connect with us:
Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/

Show previously named Insurance Refocused

...more
View all episodesView all episodes
Download on the App Store

Business RefocusedBy Lindsay Sexton & Carey Wallace

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

47 ratings


More shows like Business Refocused

View all
Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

Agency Nation Radio

49 Listeners

Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

586 Listeners

REAL AF with Andy Frisella by Andy Frisella

REAL AF with Andy Frisella

397 Listeners

Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

Agency Intelligence: The Insurance Podcast Network

50 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,023 Listeners

The Insura-Preneur Podcast by Michael Jans

The Insura-Preneur Podcast

43 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,454 Listeners

Unstoppable Profit Podcast Hosted by Mike Stromsoe by Mike Stromsoe

Unstoppable Profit Podcast Hosted by Mike Stromsoe

12 Listeners

The Insurance Guys Podcast by Scott Howell & Bradley Flowers

The Insurance Guys Podcast

201 Listeners

The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

The Ridiculously Amazing Insurance Podcast

18 Listeners

The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

The Insurance Dudes©

167 Listeners

Power Producers Podcast by David Carothers

Power Producers Podcast

117 Listeners

Keep Hustling by Aaron Gordon

Keep Hustling

11 Listeners

The Scratch Agency Podcast by The Scratch Agency Podcast

The Scratch Agency Podcast

21 Listeners

The Insurance Perspectives Podcast by HawkSoft

The Insurance Perspectives Podcast

3 Listeners