Ep. 6: Perpetuating Your Agency with Carey Wallace

Ep. 7: AI & the Digital Roundtrip with Matt Lane of Applied Systems

Matt Lane, SVP of Product Management at Applied Systems, joins us to discuss where AI will make its biggest impact, how Applied is using it to power the digital roundtrip, and what the future holds for AI in underwriting and commercial lines. Whether you’re curious about practical applications of AI today or excited about the innovations shaping tomorrow, this episode will give you a front-row seat to the future of Insurtech! This episode is proudly sponsored by Market Retrievers, a Nashville-based boutique marketing firm specializing in strategic marketing solutions for insurance agencies, nonprofits, and B2B clients. With over 25 years of combinedexperience, they offer services ranging from social media and SEO to public relations and website design, all aimed at driving organic growth and client engagement. Discover more at ⁠marketretrievers.com [http://marketretrievers.com]⁠.   *The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions of CAA or any of its members. The appearance of any guest does not imply an endorsement of them, their employer, or any entity they represent. Reference to any product or entity does not constitute an endorsement or recommendation by CAA.

Ep. 6: Perpetuating Your Agency with Carey Wallace

Hi, friends! For this episode, we sit down with Carey Wallace of Agency Focus to unpack the latest trends in agency mergers and acquisitions. We explore why some owners are choosing to sell now, how independent agencies can compete with private equity buyers, and the biggest pitfalls to avoid during transitions. Plus, Carey shares practical steps agents can take today to strengthen their agency’s value for the future. This episode is proudly sponsored by Market Retrievers, a Nashville-based boutique marketing firm specializing in strategic marketing solutions for insurance agencies, nonprofits, and B2B clients. With over 25 years of combined experience, they offer services ranging from social media and SEO to public relations and website design, all aimed at driving organic growth and client engagement. Discover more at ⁠marketretrievers.com⁠. *The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions of CAA or any of its members. The appearance of any guest does not imply an endorsement of them, their employer, or any entity they represent. Reference to any product or entity does not constitute an endorsement or recommendation by CAA.

Ep. 5: All Things Unrivaled Summer Series with Joan Sutton!

Our biggest event of the year is almost here! Join us as we chat with Joan Sutton, CMO of CAA, for a deep-dive into this year's Unrivaled Summer Series. We'll talk theme, agenda, giveaways, app, & more! This episode is proudly sponsored by Market Retrievers, a Nashville-based boutique marketing firm specializing in strategic marketing solutions for insurance agencies, nonprofits, and B2B clients. With over 25 years of combined experience, they offer services ranging from social media and SEO to public relations and website design, all aimed at driving organic growth and client engagement. Discover more at ⁠marketretrievers.com⁠. *The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions of CAA or any of its members. The appearance of any guest does not imply an endorsement of them, their employer, or any entity they represent. Reference to any product or entity does not constitute an endorsement or recommendation by CAA.

Ep. 4: Group Captives 101 with Ryan Murry & John Simios

Curious about group captives? We sat down with Ryan Murry of ICI and John Simios of Captive Resources to take a deeper dive into the topic. This episode covers ideal candidates, coverage options, tax implications, and more—providing a comprehensive overview for businesses considering this alternative risk management strategy. Feel free to reach out to Ryan and John on LinkedIn with any further questions on group captives. This episode is proudly sponsored by Market Retrievers, a Nashville-based boutique marketing firm specializing in strategic marketing solutions for insurance agencies, nonprofits, and B2B clients. With over 25 years of combined experience, they offer services ranging from social media and SEO to public relations and website design, all aimed at driving organic growth and client engagement. Discover more at marketretrievers.com [https://www.marketretrievers.com/]. *The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions of CAA or any of its members. The appearance of any guest does not imply an endorsement of them, their employer, or any entity they represent. Reference to any product or entity does not constitute an endorsement or recommendation by CAA.

Ep. 3: All Things CAA Insurance Services

Hi, friends - This week Julie and I are joined by our very first guests on the podcast: Kim & Lisa from our CAAIS team! In this episode you'll learn more about CAA's internal brokerage, Kim & Lisa's roles, and the value CAAIS can bring to your agency.