The Insurance Perspectives Podcast

Social Media Content Creation Pt. 3 with Melissa Stallings

Tue, 06 Oct 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Jeff White wraps up the three-part social media series with Melissa Stallings, principal and owner of Stallings Insurance Agency. Melisa walks through her content philosophy: post consistently, put your people in front of the camera, skip the stock photos, and don't overthink it. She also shares the practical scaffolding behind Stallings Insurance's social presence — weekly Monday Messages, a marketing company handling the monthly calendar, staff incentives to like and share, and seasonal content that doesn't always have to be about insurance.

Key Takeaways

Record it, post it, don't watch it back.
If you hate the camera, put someone else in front of it.
Stock photos are a scroll-past. Use your own faces, your own moments, your own life.
Create a recurring theme and stick with it.
Social media is branding, not direct revenue. Accept that and stop trying to measure the wrong thing.
Get someone dedicated to it. A staff member, a marketing company, or a college intern.
Seasonal beats salesy. Content tied to what's happening in life performs better than insurance facts.

Learn more about Stallings Insurance:
https://stallingsia.com/
https://www.facebook.com/stallingsia/
https://www.instagram.com/stallingsia/

To get in touch with Melissa or Jeff, reach out below:

Melissa Stallings (click here)
Jeff White (click here)

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

Social Media Content Creation Pt. 2 with Emily Ellis

Tue, 29 Sep 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Jeff White continues the three-part series on social media content creation with Emily Ellis of YMI Insurance. Emily walks the audience through YMI's content philosophy — community-first, face-forward, minimal insurance jargon — and shares campaigns that have worked best. She also gets candid about what flopped, why AI-generated content turns people off instantly, and why her best advice for any agency is the same thing she learned the hard way: just put your people in front of the camera.

Key Takeaways

Nobody wants to see insurance on their social media. Lead with community, not coverage.
Put your people in front of the camera. Faces build trust before a client ever calls.
Authenticity can't be scheduled. Some of the best content happens on the spot.
Collaborate with your community. Shares from local businesses reach audiences you'd never find alone.
When something flops, learn and move on.
Success isn't just metrics. Winning a chamber award or being recognized on sales visits count too.

Learn more about YMI Insurance:
https://ymiagency.com/
https://www.facebook.com/ymiinsurance
https://www.instagram.com/ymiinsurance/

To get in touch with Emily or Jeff, reach out below:

Emily Ellis (click here)
Jeff White (click here)

Social Media Content Creation Pt. 1 with Matt Layson

Tue, 22 Sep 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, Jeff White, HawkSoft's social media manager, kicks off a three-part series on social media content creation. Matt Larson, President of Cal Rose Insurance in Everett, Washington, joins the podcast to talk about his content strategy, advice for fellow agents and more. What started as a way to tell people he was "insurance guy" turned into a full content strategy that has generated real leads, built genuine community trust, and made him one of the most recognized independent agents in his market. Matt shares his platform-by-platform strategy, why engagement beats views every time, and how to generate content ideas from your own clients.

Key Takeaways

You're going to be bad at first — accept it. Six months of consistent practice is the baseline.
Phone, face, done. Don't buy gear until you've posted for a year.
Stop trying to impress underwriters. Create content for your actual buyer.
Engagement beats views every time. Vanity metrics don't pay commissions.
Your best content ideas are already in your inbox. FAQs, weird client situations, misunderstood coverage concepts.
Lurkers are real buyers. The people watching without ever liking may be your next best clients.

Follow Matt on social media:
https://www.facebook.com/matthew.layson.9
https://www.instagram.com/mattlayson/
https://www.tiktok.com/@matthewlayson

Learn more about CalRose Insurance:
https://calroseins.com/
https://www.facebook.com/calroseinsurance
https://www.instagram.com/calroseins

To get in touch with Matt or Jeff, reach out below:

Matt Layson (click here)
Jeff White (click here)

Revisiting Elevate Teams with Stanley Meytin and Dominic Piccirillo

Tue, 15 Sep 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Michael Ley reconnects with Dominic Piccirillo and Stanley Meytin, co-founders of Elevate Teams, for an update since their last podcast appearance in March 2025. Elevate Teams has always been known for its rigorous pre-training model but the big news this time is Elevate Plus, a new offering that audits an agency's existing workflows, builds out SOPs, and trains the incoming VA on how the agency actually operates. Dominic and Stanley also get into their matchmaking philosophy, why low churn is the real proof point, their take on AI, and why the future of the independent agency is still built on relationships.

Key Takeaways

Elevate Plus builds your SOPs before your VA starts.
Pre-training before placement changes everything.
Matchmaking keeps churn low. The right fit for both sides means nobody quits in two months.
Delegate so you can focus on what only you can do. Sell and serve.
Go talk to your clients. Proactive touchpoints build referrals before anything else does.
The relationship game isn't going anywhere.

Previous episodes featuring Elevate Teams:
Elevate Teams Pt. 1 - Apple Podcasts and Spotify
Elevate Teams Pt. 2 - Apple Podcasts and Spotify

Learn more about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/

To get in touch with today's guests, reach out below:

Stanley Meytin (click here)
Dominic Piccirillo (click here)
Michael Ley (click here)

Revisiting InsuredMine with Raution Jaiswal

Tue, 08 Sep 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Michael Ley sits down with Raution Jaiswal, founder and CEO of InsuredMine, for an update since the platform's last appearance in January 2024. What started as a CRM has evolved into what Raution calls a "system of intelligence" — a platform that sits on top of your AMS and helps agencies sell more, retain more, and understand their book of business at a level that wasn't possible before. Raution walks through several major AI developments, including Iva, an AI voice agent that takes and makes calls when your team is unavailable; a Claude MCP connector that lets agencies query their InsuredMine database in plain language; AI-drafted email responses with full customer context; and a deal-close predictability model for both new business and renewals.

Key Takeaways

InsuredMine is a system of intelligence that sits on top of your AMS.
Your customer didn't leave at renewal. They left months earlier — you just didn't know it yet.
Iva answers and makes calls when your team can't. Every missed call becomes a deal card, not a missed opportunity.
Ask your data anything. The Claude MCP connector lets you query your book of business in plain language.
AI can now predict deal close probability. Both new business and renewals, based on patterns across the full customer lifecycle.
Email drafting goes from an hour to ten minutes. InsuredMine drafts responses with full customer context, not just email context.

Previous episodes featuring InsuredMine:
InsuredMine Pt. 1 - Apple Podcasts and Spotify
InsuredMine Pt. 2 - Apple Podcasts and Spotify

Learn more about InsuredMine:
https://insuredmine.com/
https://www.linkedin.com/company/insuredmine/

To get in touch with today's guests, reach out below:

Raution Jaiswal (click here)
Michael Ley (click here)

Revisiting b atomic with Seth Zaremba

Tue, 01 Sep 2026 01:00:00 -0700

In this episode of the IP podcast, Brad Boldt reconnects with Seth Zaremba, founder and CEO of b atomic, for an update on everything that's evolved since Seth's last appearance on the podcast in 2025. b atomic started as a push-button endorsement tool and has grown into a full AMS-integrated automation platform that plugs directly into HawkSoft. Seth walks through how Service Center works in practice — from vehicle changes that go from 15 minutes to 15 seconds, to fully automated personal lines remarketing that lands bind quotes inside HawkSoft 30 days before renewal.

Takeaways

15 minutes of processing now takes 15 seconds. The data's already in HawkSoft — b atomic just moves it.
Automated remarketing lands inside HawkSoft 30 days before renewal.
b atomic is 70% cheaper than a virtual assistant.
AI is coming for your excuses, not your relationships. The independent agency of the future is relationship-first, processing-last.
Everything becomes a case. Phone, email, HawkSoft — it all flows through Service Center at the lowest cost in the industry.

Previous episodes featuring Seth Zaremba:
b atomic Pt. 1 - Apple Podcasts and Spotify
b atomic Pt. 2 - Apple Podcasts and Spotify

Learn more about b atomic:
https://www.batomic.com/
https://www.linkedin.com/company/b-atomic-llc/

To get in touch with today's guests, reach out below:

Seth Zaremba (click here)
Brad Boldt (click here)

Revisiting ClientCircle with Torey Maerz

Tue, 25 Aug 2026 01:00:00 -0700

In this episode of the IP podcast, Brad Boldt reconnects with Torey Maerz, co-founder and CEO of ClientCircle, for an update on the platform since his last appearance on the podcast in 2024. What started in 2013 as an NPS and referral tool has grown into one of the most customizable marketing automation platforms in the independent agency space. Torey walks through what's new — including a HawkSoft client create integration, a fully customizable user interface, and a robust analytics dashboard that pulls historical data going back before an agency even became a ClientCircle customer. He also shares his measured, refreshingly honest take on AI, why ClientCircle was built on timeless business fundamentals rather than flashy technology, and why the most-used feature on the platform is still the one that asks your clients a single question: how are we doing?

Takeaways

Tech should solve business problems, not just exist
NPS is the most important feature they offer. If you're not using it, you're missing 80% of what the platform can do.
Call your detractors. Most companies don't — and that's exactly why it works when you do.
Customization is now built in, not bolted on. ClientCircle can be configured to fit any agency's workflow without writing new code.
Fundamentals don't go out of style. Welcome new clients, recognize loyal ones, thank those who refer — that's been the foundation since day one.

Previous episodes featuring Torey Maerz:
ClientCircle Pt. 1 - Apple Podcasts and Spotify
ClientCircle Pt. 2 - Apple Podcasts and Spotify

Learn more about ClientCircle:
https://www.clientcircle.com/
https://www.linkedin.com/company/client-circle/

To get in touch with today's guests, reach out below:

Torey Maerz (click here)
Brad Boldt (click here)

Revisiting Canopy Connect with Ray Huang

Tue, 18 Aug 2026 01:00:00 -0700

In this episode of the IP Podcast, Brad Boldt sits down with Ray Huang, Vice President of Marketing at Canopy Connect, for an update on everything that's evolved with Canopy since Ray's last IP podcast appearance in 2024. Ray walks listeners through Policy Paste, a Chrome extension that auto-fills carrier forms with collected data; Deck Site, an AI-powered document intelligence tool that parses even 130-page commercial dec page packets into structured data; four flexible sharing paths that meet clients where they are; and a referral partner management feature for agencies working with dealerships, mortgage brokers, and other partners. He also previews what's coming next, including deeper CRM sync and robust reporting.

Takeaways

Carrier-connected data beats everything else. It comes straight from the source, not from memory.
Policy Paste fills carrier forms automatically. No more manually re-entering the same data twice.
Meet clients where they are. Four sharing paths mean no client gets left behind.
Don't Frankenstein your tech stack. One platform that integrates beats cobbling tools together.
Referral partner management is live. Track leads by partner, location, and individual sales rep.

Previous episodes featuring Ray Huang:
Canopy Connect Pt. 1 - Apple Podcasts and Spotify
Canopy Connect Pt. 2 - Apple Podcasts and Spotify

Learn more about Canopy Connect:
Book a demo
https://www.usecanopy.com/
https://www.linkedin.com/company/canopy-connect/

To get in touch with today's guests, reach out below:

Ray Huang (click here)
Brad Boldt (click here)

Revisiting GloveBox with Ryan Mathisen

Tue, 11 Aug 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt reconnects with Ryan Mathisen, CEO and co-founder of GloveBox, for an update on everything that's changed since Ryan's last IP podcast appearance. Ryan breaks down GloveBox's four-step adoption playbook and walks through major new features including full white label branding, an embedded quoting marketplace, a new per-user pricing model, and Flows, a full CRM being built natively inside the product. He also shares his take on the AI frenzy and why the fundamentals of sales and service still win.

Takeaways

GloveBox adoption starts with your website.
Four simple steps can get you to 100% adoption. Website, hold recording, out-of-office replies, and the action menu.
The new per-user model removes the pressure to scale fast.
White label means your brand, not GloveBox's.
Flows will let agencies run campaigns, pipelines, and live client messaging in one place.
Run your race. Stop looking over the fence at AI, the basics still wins.

Previous episodes featuring Ryan Mathisen:
GloveBox Pt. 1 - Apple Podcasts and Spotify
GloveBox Pt. 2 - Apple Podcasts and Spotify

Learn more about GloveBox:
https://glovebox.io/
https://www.linkedin.com/company/gloveboxapp/

To get in touch with today's guests, reach out below:

Ryan Mathisen (click here)
Brad Boldt (click here)

Sense of Community with Jake Dunbar & Greg Fish

Tue, 07 Jul 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with two members of the HawkSoft leadership team: Jake Dunbar, Director of Product Support, and Greg Fish, Director of IT and Information Security. Together they pull back the curtain on one of HawkSoft's defining core values, Sense of Community. They trace its origins back to the early days of the company and explore what it actually looks like in practice. Jake shares how HawkSoft involved its own employees in writing the core values, and why those values have guided executive decisions ever since. Greg and Jake share personal stories that illustrate why, at HawkSoft, sense of community isn't a marketing tagline, it's how decisions get made.

Takeaways

Core values mean nothing if they don't guide decisions. HawkSoft's core values were built collaboratively.
Community includes employees, customers, vendors, and partners. It's not just the people inside the building.
Two-minute wait times are a commitment, not a coincidence. HawkSoft invests in support because they mean it.
Win-win isn't just a slogan. HawkSoft looks for ways to leave people better off.

For more information on HawkSoft's core values, visit:
https://www.hawksoft.com/about/core-values/

To get in touch with Jake, Greg, or Brad, reach out below:

Jake Dunbar (click here)
Greg Fish (click here)
Brad Boldt (click here)

Cover Desk Pt. 2 - Brad Kaplan

Tue, 30 Jun 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Brad Kaplan, president and CEO of Kaplan Insurance Agency. The discuss how Brad's friendship with Andy Priesman led him to become one of Cover Desk's earliest and most enthusiastic adopters, why specialization is the key to getting the most out of virtual staff, and how Cover Desk's accounting feature has allowed his agency to reclaim 15 hours of his month. He also shares the agency's unique niche of insuring performing arts theaters across the country through what they call the "Red Carpet Program."

Takeaways

Specialize your VAs the same way you specialize your staff.
Virtual Assistants (VA) handle the back-end so licensed people can focus on coverage conversations.
Add responsibilities gradually. Dump too much at once and nobody wins.
Cover Desk handles the IT, onboarding, and tech setup.
Just put your toe in the water when it comes to adopting a VA. The investment is low, the upside is high, and you'll find more work for them than you expect.

Learn more about Kaplan Insurance Agency:
https://www.kaplaninsuranceagency.com/
https://www.facebook.com/KaplanInsuranceAgency
https://www.linkedin.com/company/kaplan-insurance-agency-inc-/

To get in touch with today's guests, reach out below:

Brad Kaplan (click here)
Andy Priesman (click here)
Kelsey Tenaillon (click here)
Brad Boldt (click here)

More information about Cover Desk:
https://coverdesk.com/
https://www.facebook.com/coverdesk
https://www.linkedin.com/company/coverdesk/

Cover Desk Pt. 1 - Andy Priesman and Kelsey Tenaillon

Tue, 23 Jun 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with Andy Priesman, CEO and founder of Cover Desk, and Kelsey Tenallion, Sr. Director of Business Development of Cover Desk, to talk about how Cover Desk can benefit an independent agent. Andy shares the origin story of Cover Desk, from hiring his first virtual assistant (VA) at Greenway Insurance in 2016 to building a 1,700-person operation. He and Kelsey break down what Cover Desk does differently: in-office infrastructure, end-to-end foundational training, and a client success team that supports agencies well past onboarding. They also get practical about the top duties VAs handle, what makes agencies succeed or fail with virtual staff, and their other services that make Cover Desk more than just a VA provider.

Takeaways

Cover Desk started as a solution to Andy's own staffing problem.
VAs can outperform local hires when given the right training and support.
You don't need perfect SOPs to start. Cover Desk will help you build them.
Training matters. Agencies that don't invest time upfront won't succeed with any hire.
Cover Desk is more than VAs — shared services, accounting, claims, and automation are all services they offer.
Treat your VA like a team member, not a task machine.

Learn more about Cover Desk:
https://coverdesk.com/
https://www.facebook.com/coverdesk
https://www.linkedin.com/company/coverdesk/

To get in touch with today's guests, reach out below:

Andy Priesman (click here)
Kelsey Tenaillon (click here)
Brad Kaplan (click here)
Brad Boldt (click here)

More information about Kaplan Insurance Agency:
https://www.kaplaninsuranceagency.com/
https://www.facebook.com/KaplanInsuranceAgency
https://www.linkedin.com/company/kaplan-insurance-agency-inc-/

Growing and Leading in a Family Agency with Ashley Winebrenner

Tue, 16 Jun 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Ashley Winebrenner, a third-generation insurance professional at Dwyer Insurance Agency in London, Ohio. Ashley shares her winding path to insurance — from working for a CRM company and traveling the world, to nursing school, to stumbling into her dad's agency "just temporarily" and never leaving. Now 14 years in, Ashley is an inaugural member of HawkSoft's Taking Flight Program and is preparing to one day take over the agency her great-grandfather founded in 1931. She opens up about the joys and challenges of working with a parent, navigating a paper-vs-digital standoff, and what it means to carry the weight of a nearly 100-year family legacy.

Takeaways

Your path doesn't have to be straight. Sometimes you stumble into your purpose.
Working with family is a gift, even when it's hard.
Change takes patience. Move the agency forward without leaving people behind.
Solve the problem before buying the tool.
Community closes the knowledge gap. You don't have to figure it out alone.
Legacy is both a burden and a privilege.

Learn more about Dwyer Insurance Agency:
https://www.dwyerinsuranceagency.com/
https://www.facebook.com/DwyerInsAgency

To get in touch with today's guest, reach out below:

Ashley Winebrenner (click here)
Brad Boldt (click here)

Building a Growth-Focused Agency with Jason Larsen

Tue, 09 Jun 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with Jason Larsen, CEO and Risk Advisor at First State Insurance Agency Southwest, to discuss his rapid journey from outside the insurance industry to agency owner. Jason shares how an unexpected career transition led him into insurance during the COVID era, and how strong mentorship, structure, and a willingness to learn helped him step into leadership quickly. He opens up about the challenges of leading through a hard insurance market, building team culture across multiple locations, and balancing growth with thoughtful decision‑making.

Takeaways:

Strong mentorship can accelerate leadership readiness and ownership transitions.
Clear structure and documentation are essential for sustainable agency growth.
Culture is built through everyday moments, not just big initiatives.
Technology should enhance workflows through integration, not complexity.
Community involvement builds trust and long‑term client relationships.
Serving people well ultimately drives agency growth.

Learn more about First State Insurance Agency Southwest:
https://firststateinsurance.net/
https://www.facebook.com/Firststateinsurancesw/
https://www.instagram.com/firststateinsuranceagency/

To get in touch with today's guest, reach out below:

Jason Larsen (click here)
Brad Boldt (click here)

Growing a Values‑Driven Agency with Jesse Villafranca

Tue, 02 Jun 2026 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Jesse Villafranca, owner of Evergreen Insurance, to share the story of building an independent insurance agency from the ground up. Jesse walks through his journey of starting with almost nothing, opening Evergreen Insurance at age 33, and growing it into a respected, community‑focused agency. This conversation dives into family‑first leadership, mentoring the next generation (including bringing his son into the agency), and why doing the right thing for employees and clients always pays dividends.

Takeaways

Values and family drive long‑term agency success
Staying paperless early created lasting efficiency
Leadership evolves from client service to team development
Mentoring the next generation strengthens continuity
Community and relationships fuel sustainable growth
Doing the right thing builds trust and loyalty

Learn more about Evergreen Insurance:
https://evergreen-insurance.com/
https://www.facebook.com/EvergreenInsurance
https://www.instagram.com/evergreenvanwa/

To get in touch with today's guest, reach out below:

Jesse Villafranca (click here)
Brad Boldt (click here)

Getting to Know HawkSoft's New Director of Partner Integrations with Darrin DeFouw

Tue, 26 May 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Darrin DeFouw, Director of Partner Integrations at HawkSoft, to explore his 20‑year journey with the company and his new role building and maintaining HawkSoft’s partner ecosystem. Darrin shares what it was like joining HawkSoft as one of the company’s first employees, how his experience across every department shaped his perspective, and why partner integrations play a critical role in solving real‑world agency problems.

Takeaways

Partner integrations solve agency problems holistically.
HawkSoft carefully vets partners for quality and fit.
Agencies retain full ownership of their data.
Cloud architecture enables better, faster integrations.
Technology should support real agency workflows.

Learn more about HawkSoft and the Partner Program:
https://www.hawksoft.com/
https://www.hawksoft.com/about/partners/
https://www.facebook.com/hawksoft/
https://www.instagram.com/hawksoft/

To get in touch with today's guest, reach out below:

Darrin DeFouw (click here)
Brad Boldt (click here)

Choosing a Network and Auditing Tech with Michael Ley

Tue, 19 May 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Brad Boldt is joined by Michael Ley, HawkSoft Director of Networks, to discuss choosing the right network and conducting effective technology audits. Michael shares practical guidance on how agencies should evaluate networks, identify red flags in contracts, and avoid common mistakes that can lead to costly exits or misalignment. The conversation concludes with a discussion on technology audits and how agencies can assess their current tech stack, avoid “shiny object syndrome,” and ensure new tools actually support workflows and growth goals.

Takeaways

Interview multiple networks before committing.
Always review contracts and exit terms.
Strong networks offer more than commissions.
Annual tech audits reduce waste and improve ROI.
Assign a tech owner to drive adoption.
New tech should support clear workflows.
Integration and training matter more than price.

Learn more about HawkSoft:
https://www.hawksoft.com/
https://www.hawksoft.com/networks/
https://www.facebook.com/hawksoft/
https://www.instagram.com/hawksoft/

To get in touch with today's guests, reach out below:

Michael Ley (click here)
Brad Boldt (click here)

Family Dynamics with Dirk and Beth Zeigler

Tue, 12 May 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Dirk and Beth Zeigler of Zeigler Insurance to discuss the realities of building and running an independent insurance agency as a married couple. Dirk and Beth share their journey from the early days of starting the agency out of necessity, through the leap from a captive model to independence, and into the long‑term growth of a community‑focused agency. They open up about the challenges of working alongside a spouse, setting boundaries between work and home, navigating major business decisions together, and learning to trust each other’s strengths.

Takeaways

Working with a spouse requires clear role separation and strong communication.
Setting boundaries between work and home helps protect both the business and the marriage.
Mentorship and business coaching can accelerate growth and clarity in leadership roles.
Shared values and community involvement strengthen agency culture and client trust.
Empowering both partners as true owners leads to long‑term sustainability.

Learn more about Zeigler Insurance:
https://www.zeiglerinsurance.com/
https://www.facebook.com/zeiglerinsurance/
https://www.instagram.com/zeiglerins/

To get in touch with today's guests, reach out below:

Dirk Zeigler (click here)
Beth Zeigler (click here)
Brad Boldt (click here)

Family Dynamics with Ashmead Insurance Associates

Tue, 05 May 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Megan Ashmead Pacella and Kim Ashmead Leyens share insights on managing family dynamics within their independent insurance agency. They discuss the evolution of their agency, the challenges and rewards of working with family, and strategies for effective partnership and leadership.

Takeways

Multi‑generation agencies succeed with clear succession and communication.
Family hires need mentorship, not shortcuts.
Open communication reduces legacy and leadership pressure.
Strong teams smooth leadership transitions.
Family becomes an advantage when trust aligns goals.

Learn more about Ashmead Insurance Associates:
https://ashmeadins.com/
https://www.facebook.com/AshmeadInsurance
https://www.instagram.com/ashmeadinsurance/
https://www.linkedin.com/company/ashmead-insurance-associates/

To get in touch with today's guests, reach out below:

Megan Ashmead Pacella (click here)
Kim Ashmead Leyens (click here)
Brad Boldt (click here)

Family Dynamics with Dee and Jackie Zampella

Tue, 28 Apr 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt speaks with Dee and Jackie Zampella of EAB Insurance Group about leading and modernizing a family‑owned independent insurance agency. They discuss working together as a family, leadership, agency technology, and how tools like HawkSoft helped modernize operations while preserving a strong, client‑first culture.

Takeaways

Running a family‑owned insurance agency requires clear roles and accountability
Modernizing systems can improve efficiency without losing culture
Technology works best when teams are involved and changes roll out gradually
Strong community relationships drive long‑term agency success
Clear processes make agencies easier to scale and protect against E&O risk

Learn more about EAB Insurance Group:
https://www.facebook.com/EABInsuranceGroup
https://www.linkedin.com/company/eabinsurance/

To get in touch with today's guests, reach out below:

Dee Zampella (click here)
Jackie Zampella (click here)
Brad Boldt (click here)

Family Dynamics with David and Grayson Carothers

Tue, 21 Apr 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt interviews David and Grayson Carothers from Florida Risk Partners, exploring the unique dynamics of working with family in the insurance industry. They discuss the evolution of their agency, the onboarding process of Grayson into the business, and the importance of mentorship and building relationships with clients. The conversation highlights the challenges and rewards of family-run businesses, emphasizing the significance of clear communication and understanding in maintaining both personal and professional relationships.

Takeaways

Clear rules and boundaries are essential when working with family.
Customer service experience is invaluable in the insurance industry.
Mentorship plays a crucial role in onboarding new family members.
Patience is necessary for both learning and teaching in a family business.
It's important to let family members find their own path in the business.
Success in family business requires open communication and trust.

Learn more about Florida Risk Partners:
https://www.facebook.com/FloridaRiskPartners/
https://www.instagram.com/flriskpartners/
https://www.linkedin.com/company/florida-risk-partners/

To get in touch with today's guests, reach out below:

David Carothers (click here)
Grayson Carothers (click here)
Brad Boldt (click here)

Sembley Pt. 2 - Dean Bowen

Tue, 14 Apr 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Dean Bowen of Patriotic Insurance Group to explore how Sembley functions inside a real independent agency. Dean shares his journey into the insurance industry, what it was like joining his family’s agency, and how Sembley has transformed their workflows. The conversation highlights the practical, day‑to‑day impact of Sembley, including streamlined intake processes, simplified ACORD creation, reduced manual work, and improved client communication.

Takeaways

Sembley makes ACORD creation fast, standardized, and far less manual.
Custom intakes help simplify complex and E&S submissions.
Sembley keeps data consistent across tools.
Clients benefit from cleaner, more complete intakes with fewer follow‑ups.
Onboarding was smooth, and the team adopted Sembley quickly.

Learn more about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/
https://www.facebook.com/patrioticinsurancegroup
https://www.linkedin.com/company/patriotic-insurance-group/

To get in touch with today's guests, reach out below:

Dean Bowen (click here)
Joe Ems (click here)
Brad Boldt (click here)

More information about Sembley:
https://sembley.com/
linkedin.com/company/sembley

Sembley Pt. 1 - Joe Ems

Tue, 07 Apr 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Dean Bowen and Joe Ems to explore how Sembley is transforming insurance workflows. They discuss Sembley's mission to eliminate duplicate data entry, streamline ACORD and supplemental forms, leverage document‑reading AI, and deeply integrate with systems like HawkSoft, AgencyZoom, and Canopy Connect. Listeners get a behind‑the‑scenes look at how Sembley was founded, how the product has rapidly evolved over just two years, and what’s coming next—from proposal automation to pushing data directly into carrier portals.

Takeaways

Sembley eliminates duplicate data entry using a single source of truth for ACORD and supplemental forms.
Custom Intake forms allow agencies to build, embed, and route fully customizable intake processes that map directly into forms.
Over 400 agencies now use Sembley after only two years in the market.
Upcoming features include automated proposals and the ability to push data directly to rating systems and carrier portals.
Agencies retain 100% ownership of their data in Sembley.
Real‑world workflows show major time savings, clean data flow into HawkSoft, and seamless ACORD handling.

Learn more about Sembley:
https://sembley.com/
linkedin.com/company/sembley

To get in touch with today's guests, reach out below:

Joe Ems (click here)
Dean Bowen (click here)
Brad Boldt (click here)

More information about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/
https://www.facebook.com/patrioticinsurancegroup
https://www.linkedin.com/company/patriotic-insurance-group/

Growing Your Agency in 2026 with Linda Fisher

Tue, 31 Mar 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Linda Fisher, founder of Cardinal Insurance Group. They discuss the agency's growth strategies, the challenges faced during the hard market, and the importance of restructuring and departmentalization. Linda shares insights on leveraging technology and AI to enhance efficiency and the role of mentorship in developing the next generation of insurance agents.

Takeaways

Proactive client communication is key during hard market conditions.
Mentorship is vital for developing the next generation of agents.
Leadership involves letting go of certain responsibilities.
Technology can significantly enhance agency efficiency.
AI can streamline data collection and client interactions.
HawkSoft plays a crucial role in agency management and responsiveness.

Learn more about Cardinal Insurance Group:
https://www.cardinalinsurancegroup.com/
https://www.facebook.com/profile.php?id=100064189562608#
https://www.linkedin.com/company/fisher-agency-inc-dba-cardinal-insurance-group/

To get in touch with our guest or host, reach out below:

Linda Fisher (click here)
Brad Boldt (click here)

Growing Your Agency in 2026 with Billy Wagner

Tue, 24 Mar 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Billy Wagner to discuss Brightway Insurance's focus on team development, culture, and strategies for growth in 2026. Billy shares insights on building a high-performing team, the importance of a positive culture, the rigorous hiring process for A-players, and the comprehensive benefits offered to employees. He emphasizes the significance of metrics and accountability in performance, the development of future leaders, and the agency's vision for community impact.

Takeaways

Creating a positive team culture is essential for success.
Leadership development is a key focus for the agency's future.
Community impact is a significant goal for Brightway Insurance.
Work-life balance is prioritized by the agency's leadership.
Technology is leveraged to improve efficiency and speed.
AI is seen as a future tool for enhancing operations in the insurance industry.

Learn more about Brightway Insurance:
https://www.brightway.com/
https://www.facebook.com/BrightwayInsurance
https://www.instagram.com/brightwayinsurance
https://www.linkedin.com/company/brightway-insurance/

To get in touch with our guest or host, reach out below:

Billy Wagner (click here)
Brad Boldt (click here)

Growing Your Agency in 2026 with Michael Cruz

Tue, 17 Mar 2026 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Michael Cruz, founder of Foresight Insurance, discussing the agency's growth strategies, their implementation of a four-day work week, and the challenges faced in the insurance market. Michael shares insights on productivity, client retention, and the role of technology and AI in enhancing agency operations. The conversation emphasizes the importance of adapting to market conditions and leveraging innovative practices for sustainable growth in 2026.

Takeaways

Challenges in 2025 were largely due to market conditions.
Pre-qualifying clients has become essential for efficiency.
Smart cycling helps retain good clients even after losing policies.
Technology like HawkSoft has improved task management and efficiency.
AI tools can enhance productivity but require careful implementation.
Documenting processes is crucial for agency operations.

Learn more about Foresight Insurance:
https://www.foresighti.com/
https://www.facebook.com/foresighti
https://www.instagram.com/foresightinsurance
https://www.linkedin.com/company/foresight-insurance-llc/

To get in touch with our guest or host, reach out below:

Michael Cruz (click here)
Brad Boldt (click here)

Utilizing AI to Become an Agent For The Future with Dale Steinke

Tue, 24 Feb 2026 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Dale Steinke, Director of Agent for the Future Advisors at Liberty Mutual, to discuss the transformative role of AI in the insurance industry. Dale emphasizes the importance of independent agents adapting to technological advancements, particularly AI, to enhance their business operations. He shares insights from his extensive experience working with agents, highlighting the need for a structured approach to implementing AI, including data security, staff training, and establishing usage policies.

Takeaways

AI is a tool to amplify human capabilities, not replace them.
Agencies should prioritize data security when implementing AI.
Engaging staff in the AI adoption process can lead to better outcomes.
AI can help streamline repetitive tasks, allowing agents to focus on client relationships.

For more information on Agent For The Future, visit:
https://www.agentforthefuture.com/ https://www.linkedin.com/showcase/agentforthefuture

AI vendor landscape resource, click here.

To get in touch with today's guest, reach out below:

Dale Steinke (click here)
Brad Boldt (click here)

The Future of AI at HawkSoft with Sean Hawkins & Matt Aman

Tue, 17 Feb 2026 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with HawkSoft leadership, Sean Hawkins and Matt Aman, to discuss the evolving role of artificial intelligence (AI) in the insurance industry and at HawkSoft. The conversation begins with an overview of HawkSoft's approach to AI, emphasizing the importance of understanding its limitations and potential pitfalls. They explore various AI functionalities that could streamline operations, such as automated reporting and policy comparisons. The episode concludes with a reflection on the future of AI in the insurance sector, emphasizing the need for responsible implementation and the importance of maintaining the human touch in client interactions.

Takeaways

AI is a powerful tool but has limitations.
Accuracy in AI responses is crucial for insurance agents.
HawkSoft is exploring AI to enhance agency workflows.
Caution is necessary when implementing AI features.
AI should augment human interactions, not replace them.

To get in touch with today's guests, reach out below:

Sean Hawkins (click here)
Matt Aman (click here)
Brad Boldt (click here)

Cara Pt. 2 - Dawn Roberts

Tue, 10 Feb 2026 01:00:00 -0800

In this episode, the conversation revolves around the integration of Cara at LeDoux Insurance. Host Brad Boldt interviews the agency's principal, Dawn Roberts, about her experience and how Cara has transformed their operations by improving call handling and client interactions. The discussion also covers the agency's history, the challenges faced in customer service, best practices for implementing AI solutions, and the overall value that Cara brings to the agency.

Takeaways

Cara was adopted to improve phone coverage and client interaction.
The AI assistant has significantly reduced wait times for clients, streamlined quoting processes, and improved client engagement.
The agency has seen an increase in quote proposals due to Cara.
Best practices for AI implementation include clear communication with clients.
Cara allows the customization of voice and interaction style to suit client preferences.
Cara has enhanced the overall client-agent relationship.

Learn more about LeDoux Insurance:
https://ledouxinsurance.com/
https://www.facebook.com/LeDouxInsuranceAgencyInc/
https://www.instagram.com/ledouxinsuranceagy/

To get in touch with today's guests, reach out below:

Dawn Roberts (click here)
Nikhil Kansal (click here)
Brad Boldt (click here)

More information about Cara:
https://www.getcara.ai/
https://www.linkedin.com/company/caraai/

Cara Pt. 1 - Nikhil Kansal

Tue, 03 Feb 2026 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Nikhil Kansal, co-founder and CTO of Cara, to talk about how Cara helps independent agents. They discuss the transformative role of AI in the insurance industry, focusing on Cara AI's capabilities to automate back-office tasks, enhance client interactions, and streamline the quoting process. The conversation highlights the importance of technology in improving agency efficiency and the practical applications of AI in everyday insurance operations.

Takeaways

Cara is designed to automate manual back-office work for insurance agents.
Cara leverages a knowledge base to assist agents with underwriting and procedures.
Accuracy of information provided by Cara is high, but double-checking is encouraged.
Agents should use Cara as a tool, not a replacement for their expertise.
Transparency with clients about using AI is important for trust.
The technology has proven effective in simplifying complex insurance information.
Automation will play a key role in future updates of Cara.

Learn more about Cara:
https://www.getcara.ai/
https://www.linkedin.com/company/caraai/

To get in touch with today's guests, reach out below:

Nikhil Kansal (click here)
Dawn Roberts (click here)
Brad Boldt (click here)

More information about LeDoux Insurance:
https://ledouxinsurance.com/
https://www.facebook.com/LeDouxInsuranceAgencyInc/
https://www.instagram.com/ledouxinsuranceagy/

Liberate Pt. 2 - Jeff Arnold

Tue, 27 Jan 2026 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Brad Boldt chats with Jeff Arnold to discuss the integration of AI in the insurance industry. Jeff shares his journey from a failed acting career to becoming a successful insurance agency owner, emphasizing the importance of using AI to enhance customer service and operational efficiency. The conversation explores the balance between leveraging technology and maintaining the human element in insurance, as well as the future of AI in the industry.

Takeaways

AI can handle mundane tasks, allowing humans to focus on complex issues.
Proactive customer engagement can enhance service during crises.
Choosing the right technology partner is crucial for agency success.
Continuous improvement is key to leveraging technology effectively.
The human element remains vital in the insurance industry.
AI can significantly reduce response times for customer inquiries.
Staying informed about new technologies is important for future growth.

Learn more about RightSure:
https://www.rightsure.com/
https://www.facebook.com/RightSure
https://www.linkedin.com/company/rightsure-insurance-group/

To get in touch with today's guests, reach out below:

Jeff Arnold (click here)
Amrish Singh (click here)
Brad Boldt (click here)

More information about Liberate:
https://www.liberateinc.com/
https://www.linkedin.com/company/liberate-inc/

Liberate Pt. 1 - Amrish Singh

Tue, 20 Jan 2026 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Brad Boldt welcomes Amrish Singh to discuss Liberate and its transformative impact on the insurance industry. They explore the mission of Liberate, its differentiating factors, the importance of data ownership, and how AI enhances human capabilities in insurance agencies. The conversation also touches on the integration with HawkSoft, the challenges faced in the independent agency channel, and the passion that drives professionals in the insurance sector.

Takeaways

Liberate provides 24/7 support with no wait time.
The mission is to help agencies sell more policies and reduce costs.
Service, trust, and quality are core values of Liberate.
AI handles basic tasks, allowing humans to focus on valuable interactions.
Integration with HawkSoft accelerates deployment and efficiency.
There are significant sales opportunities after hours.
AI can be tailored to reflect the brand's voice and tone.
Human relationships remain vital in the insurance industry.

Learn more about Liberate:
https://www.liberateinc.com/
https://www.linkedin.com/company/liberate-inc/

To get in touch with today's guests, reach out below:

Amrish Singh (click here)
Jeff Arnold (click here)
Brad Boldt (click here)

More information about RightSure:
https://www.rightsure.com/
https://www.facebook.com/RightSure
https://www.linkedin.com/company/rightsure-insurance-group/

Jump Suit Group Pt. 2 - Chris Fitts

Tue, 13 Jan 2026 01:00:00 -0800

In this episode of the Insurance Perspective podcast, Brad Boldt hosts Chris Fitts and Scott Smith to discuss Fitts Insurance Agency's experience with Jump Suit Group. The conversation covers the evolution of the agency, the challenges of transitioning leadership, the importance of technology solutions, and the benefits of automation in client communication. Chris emphasizes the value of building trust with technology partners and the need for effective marketing strategies to compete in a competitive landscape.

Takeaways

Embracing technology is essential for modern insurance agencies.
Automation can significantly improve client communication and workflow efficiency.
Building trust with technology partners is crucial for success.
A strong online presence is necessary for attracting clients.
Agencies should focus on their core competencies and rely on experts for technology solutions.
Effective marketing strategies are vital to compete with larger companies.
The insurance industry is evolving, and agencies must adapt to stay relevant.

Learn more about Fitts Insurance:
https://fittsinsurance.com/
https://www.facebook.com/fittsinsurance
https://www.linkedin.com/company/fitts-insurance-agency-inc-/

To get in touch with today's guests, reach out below:

Chris Fitts (click here)
Scott Smith (click here)
Brad Boldt (click here)

More information about Jump Suit Group:
https://www.jumpsuitgroup.com/
https://www.facebook.com/JumpSuitGroup
https://www.linkedin.com/company/jump-suit-group/

Jump Suit Group Pt. 1 - Scott Smith

Tue, 06 Jan 2026 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Brad Boldt welcomes Scott Smith and Chris Fitts to discuss the role of Jump Suit Group in providing digital marketing and lead generation services for independent insurance agents. The conversation covers the importance of a strong digital presence, the challenges faced by independent agents, and the need for realistic expectations in digital marketing efforts. They explore the integration of Jump Suit Group with HawkSoft, emphasizing the benefits of automation and streamlined processes for agents.

Takeaways

Jumpsuit Group specializes in digital marketing for independent insurance agents.
Setting realistic expectations is key for agents investing in digital marketing.
Independent agents often struggle with time management and prioritizing digital growth.
Content creation should focus on educating consumers without offering specific insurance advice.
Automation can significantly improve efficiency in managing leads and customer interactions.
Integration with Hawksoft enhances lead management and tracking for agents.

Learn more about Jump Suit Group:
https://www.jumpsuitgroup.com/
https://www.facebook.com/JumpSuitGroup
https://www.linkedin.com/company/jump-suit-group/

To get in touch with today's guests, reach out below:

Scott Smith (click here)
Chris Fitts (click here)
Brad Boldt (click here)

More information about Fitts Insurance:
https://fittsinsurance.com/
https://www.facebook.com/fittsinsurance
https://www.linkedin.com/company/fitts-insurance-agency-inc-/

Continuous Innovation with Sean Hawkins & Matt Aman

Tue, 25 Nov 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Michael Ley hosts and talks to Sean Hawkins and Matt Aman about HawkSoft's core value, "Continuous Innovation." They explore the importance of grassroots innovation, the role of team empowerment, and how feedback from users drives product development. The conversation highlights real-world examples of innovation, the challenges of embracing change, and the exciting features on the horizon at HawkSoft.

Takeaways

Innovation should come from all levels of the organization, not just leadership.
Feedback from users is crucial for driving product development.
Embracing change is essential for continuous innovation.
AI integration is a focus, but must be done responsibly.
Prioritizing features is key to meeting customer needs.

For more information on HawkSoft's core values, visit:
https://www.hawksoft.com/about/core-values/

To get in touch with Michael, Sean, or Matt, reach out below:

Michael Ley (click here)
Sean Hawkins (click here)
Matt Aman (click here)

Women In Insurance Pt. 3 - Tinsley English

Tue, 18 Nov 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, guest host Ciara Gravier speaks with Tinsley English, an operations executive and expert in female leadership development. Tinsley shares her journey into the insurance industry, the importance of people in the business, and her G-Force code, which emphasizes grit, growth, and gumption. Tinsley has a mission to, "... help 1 million women uncover their God-given brilliance and transition from lone achievers to 24-CARAT Leaders."

Takeaways

The insurance industry is fundamentally about people and relationships.
Having a servant's heart is crucial for success in insurance.
Grit involves adaptability, self-discipline, and resilience.
Women often struggle with prioritizing their own well-being.
Delegation should be a process of teaching, not just dumping tasks.
High-achieving women are often ready for change and willing to work hard.
Imposter syndrome is common and can be managed effectively.

Learn more about the G-Force Code:
https://gritgrowthgumption.com/
https://www.instagram.com/tinsleyenglish

To get in touch with Tinsley and Ciara, reach out below:

Tinsley English (click here)
Ciara Gravier (click here)

Women In Insurance Pt. 2 - Lisa Hengel

Tue, 11 Nov 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Ciara Gravier speaks with Lisa Hengel, owner of Willow Wood Insurance Agency. They discuss Lisa's journey in the insurance industry, her experience with the Goldman Sachs 10K Small Business Program, and the importance of supporting women in ownership roles within the industry. Lisa shares insights on navigating acquisitions, the challenges of scaling a business, and the role of technology in modern insurance practices.

Takeaways

Networking and community support are crucial for business growth.
Women in insurance ownership face unique challenges that need addressing.
There is no single path to success in the insurance industry.
Understanding financial literacy is essential for business owners.
Technology plays a significant role in modern insurance practices.
Building systems early on can facilitate future growth.

Learn more about Willow Wood Insurance Agency:
https://willowwoodins.com/
https://www.facebook.com/WillowWoodInsurance
https://www.instagram.com/willow_wood_insurance/

To get in touch with Lisa and Ciara, reach out below:

Lisa Hengel (click here)
Ciara Gravier (click here)

Women In Insurance Pt. 1 - Kasey Connors

Tue, 04 Nov 2025 01:00:00 -0800

In this episode of the Insurance Perspective podcast, guest host Ciara Gravier speaks with Kasey Connors, executive director of the Agents Council for Technology (ACT), about her journey into the insurance industry, the importance of relationships, and the challenges of technology adoption. They discuss the role of ACT in supporting technology in insurance, advice for new agents, and the significance of mentorship and networking, especially for women in the industry.

Takeaways

ACT serves as a neutral forum for technology collaboration in insurance.
Agencies should take an audit of their technology and workflows.
New agents should not wait to implement technology as they grow.
Mentorship and support are crucial for career development in insurance.
Confidence can be built by recognizing and documenting personal achievements.

Learn more about ACT:
https://www.independentagent.com/agency-management/technology/
https://www.linkedin.com/company/act-agents-council-for-technology/ https://x.com/act4agents

To get in touch with Kasey and Ciara, reach out below:

Kasey Connors (click here)
Ciara Gravier (click here)

30 Years Strong at HawkSoft: The Employees' Perspective

Tue, 28 Oct 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast hosted by Michael Ley,
director of network relations at HawkSoft, we celebrate 30 years of HawkSoft by speaking with a few of the long-tenured employees at the company. The conversation highlights their unique journeys, the core values that define the company culture, the challenges faced in providing exceptional customer service, and the lessons learned throughout their careers at HawkSoft.

Takeaways

Employees appreciate the supportive environment and camaraderie at Hawksoft.
Customer service is a top priority of HawkSoft's
Growth opportunities within the company keep employees engaged.
The leadership at HawkSoft maintains a clear vision and strong core values.
Learning from customer feedback is essential for product improvement.
Striving for progress over perfection is a key lesson for employees.

For more information on HawkSoft and to reach out to today's guests, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://instagram.com/hawkSoft
https://x.com/HawkSoft

Agency Perpetuation Pt. 2 - Landon Bentham

Tue, 21 Oct 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Landon Bentham, President and CEO of Callahan and Rice Insurance Group, about the intricacies of agency perpetuation. They discuss Landon's journey within the agency, the importance of leadership during transitions, and the key lessons learned throughout the perpetuation process. Landon shares insights on avoiding common pitfalls, the significance of effective communication, and the current status of the agency as it continues to grow and evolve.

Takeaways

The perpetuation process requires early conversations and planning.
Involving key stakeholders is essential for a smooth transition.
Communication is vital to avoid misunderstandings and pitfalls.
Self-awareness helps in managing relationships within the agency.
Transitioning leadership requires respect for the previous owner's legacy.
Continuous growth and adaptation are key to agency success.

Learn more about Callahan & Rice Insurance Group Inc:
https://www.callahanrice.com/
https://www.facebook.com/callahanrice
https://www.linkedin.com/company/callahan-&-rice-insurance-group-inc-/

To get in touch with Landon, reach out via LinkedIn.

Agency Perpetuation Pt. 1 - Carey Wallace

Tue, 14 Oct 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks and Carey Wallace delve into the critical topic of perpetuation planning for insurance agencies. They discuss the definition of perpetuation planning, its importance, and the challenges faced by agencies that lack a solid plan. The conversation emphasizes the need for a living document that evolves with the agency and the emotional aspects of transitioning ownership. They also explore best practices, the role of mentorship, and the importance of empathy in navigating these transitions.

Takeaways

A perpetuation plan should be a living document that evolves.
Empathy is crucial during the transition of ownership.
Planning should start several years in advance of any transition.
Agencies should consider multiple scenarios in their plans.
Communication is vital in perpetuation planning.

Learn more about AgencyFocus:
https://www.agency-focus.com/
https://www.facebook.com/p/AgencyFocus-100069470176104/
https://www.instagram.com/agencyfocus_cw/

To get in touch with Carey, reach out via LinkedIn.

To listen to the episode of the Insurance Refocused podcast featuring Paul and Sean Hawkins, click here.

Agency Acquisitions Pt. 2 - Rob Bowen & Jason Hansen

Tue, 07 Oct 2025 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, Rob Bowen, and Jason Hansen delve into the complexities of agency acquisitions. They share their personal experiences, insights on the importance of relationships, and the critical factors to consider when acquiring an agency. The conversation emphasizes the need for transparency, due diligence, and understanding cash flows, while also highlighting the significance of team dynamics and agency culture in ensuring a successful transition.

Takeaways

Transparency from sellers is a key factor in successful acquisitions.
Relationships with carriers can significantly impact acquisition success.
It's important to assess the culture of the agency being acquired.
Due diligence is essential before finalizing an acquisition.
Building trust with staff and clients is vital for retention post-acquisition.
Acquisitions can magnify existing weaknesses in an agency's processes.

To get in touch with today's guests, reach out below:

Rob Bowen (click here)
Jason Hansen (click here)

More information about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/ https://www.facebook.com/patrioticinsurancegroup https://www.instagram.com/patrioticinsurancegroup/

More information about FIG Insurance:
https://www.fignow.com/
https://www.facebook.com/Fignow/

Agency Acquisitions Pt. 1 - Carey Wallace

Tue, 30 Sep 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks and Carey Wallace discuss the intricacies of agency acquisitions. They explore the importance of understanding what it means to buy an agency, the readiness of an agency to acquire, and the significance of team communication during the process. The conversation also delves into evaluating cultural fit, identifying key performance indicators, and recognizing red flags in potential acquisitions.

Takeaways

It's crucial to have clean financials before pursuing an acquisition.
Cultural fit is more important than just numbers in an acquisition.
Communication with your team is key during the acquisition process.
Red flags include unreliable data and unclear ownership agreements.
Understanding the market dynamics is critical before acquiring a book.
Recurring revenue is what makes an independent agency valuable.

Learn more about AgencyFocus:
https://www.agency-focus.com/
https://www.facebook.com/p/AgencyFocus-100069470176104/
https://www.instagram.com/agencyfocus_cw/

To get in touch with Carey, reach out via LinkedIn.

Social Media Success Secrets & Creating An Effective Campaign with Jeff White

Tue, 23 Sep 2025 01:00:00 -0700

In this conversation, Jeff White, HawkSoft social media manager, shares insights on effective social media strategies for agencies. He emphasizes the importance of consistency in posting, the need to stand out in a crowded digital space, and the significance of nurturing client relationships through social media engagement. Jeff also discusses the creation of effective campaigns, focusing on strategy, core values, and audience engagement.

Takeaways

Consistency is key to building an audience.
Understanding your audience's platform preferences is crucial.
Quality content is more important than quantity.
Nurturing client relationships is essential for long-term success.
Unique content helps you stand out in a crowded market.
Social media success is a long-term game.
Engagement with your audience boosts visibility.
Campaigns should align with your agency's core values.

To get in touch with Jeff, reach out via LinkedIn.

Culture Eats Strategy For Breakfast with Dustin Parker

Tue, 16 Sep 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Dustin Parker, co-founder of SALT, shares his journey of transforming agency culture. He emphasizes the importance of showing care for employees, developing a clear vision, and fostering a collaborative environment. Through personal anecdotes and practical strategies, Parker illustrates how humility, recognition, and a focus on core values can lead to a thriving workplace culture.

This presentation was recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

Creating a culture of care is essential for agency success.
Leadership requires humility and self-awareness.
A clear vision is foundational for organizational culture.
Core values should guide all organizational decisions.
Culture is the internal identity of an organization.
Vision should transcend business objectives.

To get in touch with Dustin, reach out via LinkedIn.

More information about SALT:
https://salt.insure/
https://www.facebook.com/saltinsure
https://www.instagram.com/saltinsure

Cultivating Leaders at Every Level & Phone and Email Etiquette

Tue, 09 Sep 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Nicole Harris and Mary Hyland discuss strategies for cultivating leadership at every level and phone and email etiquette. Nicole focuses on the importance of empowering staff and fostering a positive workplace culture. Mary provides practical tips for effective communication in the insurance industry.

These presentations were recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

Identify and utilize the strengths of your staff.
Create an environment where staff can make decisions.
Establish clear visions and objectives for collaboration.
Invest in workplace culture to strengthen relationships.
Trust your staff to make decisions without second-guessing.
Use proper etiquette in phone and email interactions.
Always proofread your communications before sending.

To get in touch with today's guests, reach out below:

Nicole Harris (click here)
Mary Hyland (click here)

More information about Atkinson Insurance Agency:

More information about Cedar Risk Management:

Learn more about the HawkSoft User Group's Fall Regional Meetings by clicking here.

Servant Leadership & Finding The Joy

Tue, 02 Sep 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Rushang Shah and Paul Moyes of HawkSoft share insights on leadership and personal fulfillment. Rushang discusses the concept of servant leadership, emphasizing the importance of supporting team members and fostering growth. Paul explores the difference between fleeting happiness and lasting joy, offering practical tips for cultivating joy through gratitude, meaningful connections, and intentional living.

These presentations were recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

Servant leadership focuses on supporting and growing team members.
True leaders are foundational elements, not just figureheads.
The modern worker seeks purpose beyond just a job.
Acts of kindness can significantly boost joy and well-being.
Gratitude can lead to a measurable increase in happiness.
Intentional living requires effort and mindfulness.
Leadership should be about creating a supportive environment.

To get in touch with today's guests, reach out via LinkedIn:

Rushang Shah (click here)
Paul Moyes (click here)

Learn more about the HawkSoft User Group's Fall Regional Meetings by clicking here.

How To Lead When You're Not In Charge & Engaging Your Team

Tue, 26 Aug 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Brent Thurman and Michelle Hancock discuss the importance of team dynamics, leadership, and employee engagement within the insurance industry. Brent shares insights on leading without authority, emphasizing the need for self-awareness and the ability to influence others positively. Michelle highlights the significance of clarity in leadership and the impact of meaningful mission and vision statements on employee retention and agency culture. Together, they provide actionable strategies for enhancing leadership effectiveness and fostering a supportive work environment.

These presentations were recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

True leadership is about influence, not authority.
Agency culture is defined by the perceptions of its members.
Self-care is essential for effective leadership.
Every team member has the potential to lead.
Clarity in mission and vision enhances employee engagement.
Employees are more likely to stay when they feel connected to a purpose.
Mission statements should reflect the true purpose of the agency.
Values guide decision-making and shape culture.

To get in touch with today's guests, reach out via LinkedIn:

Brent Thurman (click here)
Michelle Hancock (click here)

More information about Keystone Insurance:

More information about PNW Insurance Group:

Learn more about the HawkSoft User Group's Fall Regional Meetings by clicking here.

The Value of the HawkSoft User Group with George Patterson

Tue, 19 Aug 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, George Patterson shares his experiences and insights from attending the HawkSoft User Group (HUG) National Conference. He discusses the value of networking, building relationships, and the importance of engaging with HawkSoft leadership. The conversation highlights the benefits of being part of the HUG community, including access to resources, learning opportunities, and the personal connections formed through shared experiences.

Takeaways

Attending HUG events provides valuable insights for agency improvement.
Networking at HUG events fosters long-lasting friendships.
HUG offers direct access to HawkSoft developers and decision-makers.
The community aspect of HUG enhances professional relationships.
User sharing among members is a key benefit of HUG.
Hawksoft actively listens to user feedback for product development.

Learn more about HUG:

To get in touch with George, reach out on LinkedIn.

More information about Williamson Insurance Service:

Developing Company Culture with Paul Hawkins and Rushang Shah

Tue, 08 Jul 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Paul Hawkins and Rushang Shah discusses the importance of developing a strong company culture. They share insights on how to define and disseminate culture within an organization, the significance of core values, and the role of leadership in fostering an environment where employees feel valued and engaged.

Takeaways

Culture is defined by consistent and repeated behaviors.
Purpose should extend beyond just selling products.
Investing in people leads to customer satisfaction.
Real-life role models help define behavior expectations.
Stories are powerful tools for conveying culture.
Core values should be living documents that evolve.

To get in touch with today's guests, reach out via LinkedIn:

Paul Hawkins (click here)
Rushang Shah (click here)

More information about HawkSoft's core values: https://www.hawksoft.com/about/core-values/.

Levitate Pt. 2 - April Jordan

Tue, 01 Jul 2025 01:00:00 -0700

In this episode, Kenny Hendricks chats with April Jordan about the impact of Levitate on Carolina Property Insurance. They discuss the agency's growth, the importance of client relationships, and how Levitate has transformed their operations through automation and personalized communication. April shares her passion for the insurance industry and the value of maintaining connections with clients and referral partners.

Takeaways

April emphasizes the importance of personal relationships in insurance.
Automation through Levitate has freed up staff time for more valuable tasks.
Personalized follow-ups have enhanced client engagement and satisfaction.
Levitate's integration with HawkSoft streamlines operations for the agency.
Feedback from users is crucial for Levitate's ongoing development.

Learn more about Carolina Property Insurance:
http://www.carolinapropertyinsurance.com/
https://www.facebook.com/carolinapropertyinsurance/
https://www.instagram.com/carolinapropertyinsurance/

To get in touch with today's guests, reach out below:

April Jordan (click here)
Leia Stallings (click here)

More information about Levitate:
https://www.levitate.ai/
https://www.facebook.com/LevitateAI
https://www.instagram.com/levitateai/

Levitate Pt. 1 - Leia Stallings

Tue, 24 Jun 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Leia Stallings from Levitate and April Jordan from Carolina Property Insurance to discuss the unique value proposition of Levitate's communication platform. The conversation touches on the challenges faced by insurance agencies and the rewarding relationships built through technology partnerships.

Takeaways

Levitate is a communication platform for relationship businesses.
Building relationships is key to agency success.
Levitate's integration with HawkSoft streamlines operations.
Personalized outreach is essential for client retention.
Customer empathy is a core value at Levitate.
The culture at Levitate fosters strong relationships with clients.

Learn more about Levitate:
https://www.levitate.ai/
https://www.facebook.com/LevitateAI
https://www.instagram.com/levitateai/

To get in touch with today's guests, reach out below:

Leia Stallings (click here)
April Jordan (click here)

More information about Carolina Property Insurance:
http://www.carolinapropertyinsurance.com/
https://www.facebook.com/carolinapropertyinsurance/
https://www.instagram.com/carolinapropertyinsurance/

RPost Pt. 2 - Brenda James

Tue, 17 Jun 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks is joined by Brenda James and Jake Finnell to discuss the importance of secure communication, the innovative features of RPost, and the evolving landscape of cybersecurity. Brenda shares how Mathews Insurance utilizes RPost to enhance agency efficiency and client security.

Takeaways

RPost offers a range of services beyond electronic signatures, including encrypted email and tracking.
Cybersecurity threats are becoming more sophisticated, necessitating advanced protective measures.
Integration and automation can significantly enhance agency efficiency and client service.
Understanding the risks associated with new technologies is crucial for agency owners.

Learn more about Mathews Insurance:
https://mathewsinsurance.com/
https://www.facebook.com/MathewsInsuranceinc/
https://www.instagram.com/mathewsinsuranceinc/

To get in touch with today's guests, reach out below:

Brenda James (click here)
Jake Finnell (click here)

More information about RPost:
https://rpost.com/
https://www.facebook.com/RPostInc
https://www.linkedin.com/company/rpost/

RPost Pt. 1 - Jake Finnell

Tue, 10 Jun 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Jake Finnell from RPost and Brenda James from Mathews Insurance to discuss RPost's easy-to-use and affordable email security/compliance services. The conversation highlights the evolution of RPost and the challenges and rewards of working with independent insurance agencies. The episode emphasizes the need for customer success and effective communication in a rapidly changing technological landscape.

Correction: Mathews Insurance is based out of Athens, Ohio, not McConnelsville, Ohio.

Takeaways

RPost provides secure email services tailored for the insurance industry.
Customer success is a key differentiator in the competitive insurance market.
RPost has evolved its services to meet the needs of the insurance sector.
Building relationships with customers is vital for success in insurance.
RPost emphasizes customer service and support for its clients.

Learn more about RPost:
https://rpost.com/
https://www.facebook.com/RPostInc
https://www.linkedin.com/company/rpost/

To get in touch with today's guests, reach out below:

Jake Finnell (click here)
Brenda James (click here)

More information about Mathews Insurance:
https://mathewsinsurance.com/
https://www.facebook.com/MathewsInsuranceinc/
https://www.instagram.com/mathewsinsuranceinc/

A Prospect's Perspective with Sembley & Aron Robertson

Tue, 03 Jun 2025 01:00:00 -0700

In this episode of the Insurance Protectors podcast, Aron Robertson interviews Joseph G. Ems from Sembley, discussing the importance of data ownership in insurance, the benefits of Sembley's technology for streamlining the insurance process, and the shift from personal to commercial lines among independent agents. They explore Sembley's origin story, its competitive advantages, and how it addresses common challenges like loss runs, ultimately emphasizing the need for efficiency and security in the insurance industry.

Takeaways

Sembley streamlines the Accord and supplemental form process.
Sembley aims to simplify the intake process for agents.
A single source of truth is essential for efficiency.
User-friendly software is a priority for Sembley.
Addressing loss runs is a key focus for Sembley's future developments.
Efficiency in agency operations leads to better customer experiences.

Learn more about Sembley:
https://sembley.com/
https://www.linkedin.com/company/sembley/

To get in touch with today's guests, reach out below:

Joseph G. Ems (click here)
Aron Robertson (click here)

More information about Robertson Insurance Group:
https://aronrobertsoninsurance.com/
https://www.facebook.com/RobertsonInsuranceGrp/
https://www.instagram.com/robertsoninsurancegrp/

Navigating Conflict Pt. 2 with Elia Gourgouris Ph.D.

Tue, 27 May 2025 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, we share Elia Gourgouris's presentation on navigating conflict from the 2025 HawkSoft User Group National Conference, #HUGatSea. Elia emphasizes the importance of self-awareness, adaptability, and kindness in resolving conflicts. By identifying whether we fall into victim, critic, bystander, or navigator roles, we can better manage our responses to challenges. He encourages listeners to embrace challenges, practice gratitude, and foster a safe environment for open communication within teams.

Takeaways

Embrace challenges and understand that we have a choice.
Identify your default personality type when facing conflict.
Flexibility and adaptability are crucial in navigating life's challenges.
Gratitude can transform our perspective on difficulties.
Navigators take action and maintain a positive outlook.
Creating a safe environment encourages open communication.
Curiosity helps reduce conflict and fosters understanding.
Empathy is essential for effective conflict resolution.

To reach out to Elia, visit:
https://www.dreliagourgouris.com/
https://www.linkedin.com/in/thehappinessdoctor/
https://www.instagram.com/dr.eliag/

Navigating Conflict Pt. 1 with Elia Gourgouris Ph.D.

Tue, 20 May 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Elia Gourgouris to discuss the complexities of workplace conflict and resolution. He emphasizes the importance of vulnerability in leadership, the necessity of clear communication, and the role of curiosity in understanding differing perspectives. The conversation also touches on the challenges of family dynamics in business and the need for boundaries to maintain professionalism.

Takeaways

Conflict is part of human nature and inevitable in the workplace.
Vulnerability in leadership fosters connection and trust among team members.
Clear communication is essential to avoid misunderstandings and future conflicts.
Conflict can lead to great results if handled properly and collaboratively.
Leaders should encourage open dialogue and challenge the status quo.
Setting boundaries is important in maintaining professionalism in family businesses.

To reach out to Elia, visit:
https://www.dreliagourgouris.com/
https://www.linkedin.com/in/thehappinessdoctor/
https://www.instagram.com/dr.eliag/

A Follow-Up Conversation with ePayPolicy, Pt. 2 - Sandi Copson

Tue, 13 May 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks, Zac Franz, and Sandi Copson discuss the integration of ePayPolicy at O'Quinn Insurance. Sandi shares insights on the agency's history, their experience with ePay, and how the integration has streamlined workflows and improved client interactions. The conversation also touches on an agent's experience giving feedback to ePay and the overall value that ePay brings to the agency and its clients.

Takeaways

Onboarding with ePay was straightforward.
The integration with HawkSoft has significantly reduced manual processes.
Client experience is a top priority for O'Quinn Insurance.
Finance Connect is expected to enhance payment processing further.
Feedback from the agency is crucial for improving ePay and HawkSoft services.
Sandi appreciates the family-like culture at HawkSoft and their commitment to client success.

Learn more about about O'Quinn Insurance:
https://floridasinsuranceagency.com/
https://www.facebook.com/OQuinnInsuranceServices/ https://www.instagram.com/oquinninsuranceservices/

To get in touch with today's guests, reach out to them via LinkedIn:

Sandi Copson (click here)
Zac Franz (click here)

More information on ePayPolicy:
https://epaypolicy.com/
https://www.facebook.com/epaypolicy
https://www.linkedin.com/company/epaypolicy/

A Follow-Up Conversation with ePayPolicy, Pt. 1 - Zac Franz

Tue, 06 May 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Zac Franz from ePay Policy to discuss the evolution of ePay, its new features, and the impact on agency operations and client experiences. The conversation touches on the importance of data ownership in the insurance industry, emphasizing the need for agencies to maintain control over their data. They highlight ePay's innovative solutions, such as Finance Connect, and their vision for expanding the payables network to enhance service delivery and customer satisfaction.

Takeaways

ePay helps agencies speed up receivables for faster coverage.
The company has significantly expanded its team to enhance offerings.
New features include a quoting and invoicing tool for better integration.
The two-way integration with HawkSoft allows seamless payment processing.
Client experience is a top priority for agencies using ePay.
Data ownership is crucial for agencies in the insurance ecosystem.
ePay's growth has been measured and focused on maintaining culture.
The ease of use of ePay tools has improved agency operations.
Sandy Copson highlights the positive impact on their CFO's workload.

Learn more about ePayPolicy:
https://epaypolicy.com/
https://www.facebook.com/epaypolicy
https://www.linkedin.com/company/epaypolicy/

To get in touch with today's guests, reach out to them via LinkedIn:

Zac Franz (click here)
Sandi Copson (click here)

More information about O'Quinn Insurance:
https://floridasinsuranceagency.com/
https://www.facebook.com/OQuinnInsuranceServices/ https://www.instagram.com/oquinninsuranceservices/

The Importance of Service with Maverick Risk Partners

Tue, 15 Apr 2025 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks discusses the importance of community engagement and volunteering with Dawn Bijou Janes-Bartley and Mark Sacay from Maverick Risk Partners. They share their experiences and insights on how their agency supports local communities, the challenges and joys of volunteering, and the significance of giving back as independent agents. They emphasize the need for agencies to be involved in their communities and the impact of volunteer work on agency culture.

Takeaways

Community engagement is essential for independent insurance agencies.
Volunteering can be tailored to individual passions and skills.
Choosing which volunteer opportunities to pursue can be challenging.
Both guests agree on the importance of giving back to the community.
Community involvement enhances agency culture and relationships.

Learn more about Maverick Risk Partners:
https://maverickriskpartners.com/
https://www.facebook.com/maverickriskpartners
https://www.linkedin.com/company/maverick-risk-partners/

To get in touch with Dawn, reach out by clicking this link. To get in touch with Mark, reach out by clicking this link.

Organizations mentioned in the episode:

The Link – supports youth and families experiencing homelessness, young people who are survivors of sex trafficking, and youth who are involved in the juvenile justice system.
TreeHouse Hope – focuses on serving teens in communities in Minnesota and across the USA through support groups, opportunities for belonging, faith-based connections, mentorship and educational or vocational coaching.
Foster Adopt Minnesota – supports Minnesota’s adoptive, foster, and kinship families and the professionals who work in these communities.
The Mission Continues – a national nonprofit organization that connects military veterans with new missions in under-resourced communities.
Big Brothers Big Sisters of America – helps children realize their potential and build their futures. They nurture children and strengthen communities.
Ampersand Families – help older youth and teens in foster care join safe, loving, permanent families through adoption.

Book mentioned in the episode: The Second Mountain: The Quest for a Moral Life by David Brooks.

Building Relationships In Your Community with T5 Insurance Services

Tue, 08 Apr 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Stephen Turnbull of T5 Insurance Services to discuss the importance of community engagement and volunteering. Stephen shares his journey in the insurance industry and how he actively participates in community service through various organizations like Rotary and the local chamber of commerce. The conversation highlights the balance between business and volunteering, the impact of community involvement on agency culture, and the long-term benefits of building relationships through service.

Takeaways

Community engagement builds trust and accountability with clients.
Creating impactful events can significantly benefit local causes.
Volunteering is a long-term investment in community relationships.
Building a culture of volunteering enhances agency morale.
Relationships formed through volunteering can lead to business opportunities.
Acting like a big agency from day one sets a strong foundation.

Learn more about T5 Insurance Services:
https://www.t5insurance.com/
https://www.facebook.com/t5insurance
https://www.instagram.com/t5insurance/
https://www.youtube.com/@t5insuranceservices796

To get in touch with Stephen, reach out by clicking here.

The Pizza Perspectives Podcast presented by Wild Mike’s Ultimate Pizza

Tue, 01 Apr 2025 01:00:00 -0700

Disclaimer: This is an April Fool's joke podcast. We will return to insurance-related content next week. Thank you!

In this episode of the Pizza Perspectives presented by Wild Mike’s Ultimate Pizza, hosts Kenny Hendricks and Jeff White discuss their love for pizza, share stories about local pizzerias, the history of frozen pizza, and draft their perfect frozen pizza pie. They explore the significance of pizza in their lives, highlight unique pizza places, and engage in a lively debate about controversial pizza topics. The conversation highlights the nostalgia and convenience of frozen pizza, while also emphasizing the importance of supporting local pizzerias. The conversation is filled with humor, nostalgia, and a shared love for pizza, making it a delightful listen for pizza enthusiasts.

Takeaways

Pizza is not just food; it's a cultural experience.
Local pizzerias often have unique stories and flavors.
Flatbreads do not qualify as pizza in their opinion.
Cold pizza can be just as enjoyable as hot pizza.
The quality of sauce is crucial for pizza integrity.
Frozen pizza has a rich history dating back to the 1950s.
The frozen pizza market is worth nearly $20 billion.
Pizza can be a healthy meal option when made with the right ingredients.
Frozen pizza is convenient for families and late-night snacks.

To get in touch with today's guests, reach out below:

Kenny Hendricks (click here)
Jeff White (click here)

Music by Anastasia Chubarova from Pixabay

ClaimSetter Pt. 2 - Torry Wilcox

Tue, 25 Mar 2025 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with Torry Wilcox to discuss the role of ClaimSetter in his agency. The conversation explores the challenges faced by agencies in the claims process, the importance of customer experience, and how ClaimSetter serves as a valuable partner in improving client satisfaction and retention.

Takeaways

Customer experience is crucial in retaining clients.
ClaimSetter helps improve the claims experience significantly.
Speed and efficiency in claims handling leads to happier clients.
Communication with clients during the claims process is vital.

Learn more about Insure Pro:
https://www.insurepro.biz/
https://www.facebook.com/insureproins/
https://www.instagram.com/insureprollc/

To get in touch with today's guests, reach out below:

Torry Wilcox (click here)
Elnor Rozenrot (click here)

More information about ClaimSetter:
https://www.claimsetter.com/
https://www.linkedin.com/company/claimsetter/

ClaimSetter Pt. 1 - Elnor Rozenrot

Tue, 18 Mar 2025 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Elnor Rozenrot of ClaimSetter and Torry Wilcox from Insure Pro. They discuss the challenges of the insurance claims process, the importance of trust between parties, and how ClaimSetter aims to streamline claims for a better customer experience. The conversation also touches on data ownership, the inertia within the insurance industry, and the opportunities for agencies to enhance their service offerings.

Takeaways

ClaimSetter simplifies the claims process into three stages.
A good claims experience can enhance customer retention.
Inertia in the insurance industry presents challenges.
Every agency has unique needs and challenges.
There is significant potential for innovation in insurance.

Learn more about ClaimSetter:
https://www.claimsetter.com/
https://www.linkedin.com/company/claimsetter/

To get in touch with today's guests, reach out below:

Elnor Rozenrot (click here)
Torry Wilcox (click here)

More information about Insure Pro:
https://www.insurepro.biz/
https://www.facebook.com/insureproins/
https://www.instagram.com/insureprollc/

How to Sell to HawkSoft Agencies

Tue, 11 Mar 2025 01:00:00 -0700

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with members of the HawkSoft sales team, Paul Moyes and Linda Anderson, to explore the unique sales approach of HawkSoft. The conversation delves into the consultative sales philosophy that prioritizes building relationships over meeting quotas, the characteristics of HawkSoft customers, and the motivations that drive them. The discussion also highlights the importance of understanding the insurance industry and the value of long-term connections with clients.

Takeaways

Understanding the customer's needs is paramount.
The sales process should be tailored to the customer's timeline and needs, not the salesperson's agenda.
A consultative approach fosters trust and leads to better customer relationships.
Clear communication about goals and expectations is essential in the sales process.
Slow down and take your time in the sales process.
Do not talk down about competitors; focus on your strengths.
Building relationships with clients is key to success.

Learn more about HawkSoft and their dedication to delivering a "purple cow" experience by visiting this link.

To get in touch with today's guests, email sales@hawksoft.com or reach out below:

Paul Moyes (click here)
Linda Anderson (click here)

Elevate Teams Pt. 2 - Gail Crozier

Tue, 04 Mar 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Gail Crozier, Chief Operations Officer of Woodland Park Insurance Services, and Dominic Piccirillo from Elevate Teams. They discuss the transition of Woodland Park to a fully remote agency, the integration of virtual assistants, and the significant impact Elevate Teams has had on their operations. Gail shares her journey in the insurance industry and how Elevate Teams has helped streamline processes and improve customer service. The conversation highlights the importance of treating team members well and the value of building a supportive work environment.

Takeaways

Elevate Teams provides high-quality virtual assistants for agencies.
The agency has grown significantly despite challenges in California.
Gail emphasizes the importance of a supportive team environment.
Virtual assistants handle non-licensed tasks, allowing agents to focus on sales.
Elevate Teams offers continuous learning opportunities for their VAs.
Gail values the integration of VAs into her agency's culture.

Learn more about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

To get in touch with today's guests, reach out below:

Gail Crozier (click here)
Dominic Piccirillo (click here)

More information about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/

Elevate Teams Pt. 1 - Dominic Piccirillo

Tue, 25 Feb 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Dominic Piccirillo, co-founder of Elevate Teams, and Gail Crozier from Woodland Park Insurance Services. They discuss the role of virtual assistants in the insurance industry, the importance of data ownership and security, and the challenges and successes of integrating virtual assistants into insurance agencies. The conversation highlights the value of building relationships and the positive impact of virtual assistants on agency efficiency and employee satisfaction.

Takeaways

Elevate Teams provides high-quality virtual assistants for insurance agencies.
Happy employees lead to happy customers and increased referrals.
Training and integration of VAs require effort but yield significant long-term benefits.
Building strong relationships with VAs can lead to meaningful connections.
The vetting process for Elevate Teams ensures high-quality talent.
Effective communication and training are key to successful VA integration.

Learn more about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/

To get in touch with today's guests, reach out below:

Dominic Piccirillo (click here)
Gail Crozier (click here)

More information about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

Rhodian Group Pt. 2 - Jim Dahoney

Tue, 18 Feb 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Jim Dahoney from Marshall+Sterling about how they use Rhodian Group in their agency. Jim discusses the importance of technology in the insurance industry, the unique employee ownership model at Marshall+Sterling, and how partnering with Rhodian Group has transformed their operations. Jim shares insights on the challenges faced by independent agencies and the value of having a reliable technology partner to streamline processes and enhance efficiency.

Takeaways

Rhodian Group provides a comprehensive IT solution for agencies.
The partnership with Rhodian has allowed Marshall+Sterling to focus on core business activities.
Technology in insurance is evolving.
Having a reliable partner can mitigate risks and enhance operational efficiency.
Rhodian Group offers scalable solutions for agencies of all sizes.
Investing in technology can lead to significant time and cost savings.

Learn more about Marshall+Sterling:
https://marshallsterling.com/
https://www.facebook.com/marshallsterling
https://www.instagram.com/marshallsterlinginsurance/

To get in touch with today's guests, reach out below:

Jim Dahoney (click here)
Kris Bryant (click here)

More information about Rhodian Group:
https://rhodiangroup.com/
https://www.facebook.com/RhodianGroup
https://www.linkedin.com/company/therhodiangroup/

Rhodian Group Pt. 1 - Kris Bryant

Tue, 11 Feb 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Kris Bryant from Rhodian Group and Jim Dahoney from Marshall+Sterling. The discussion focuses on how Rhodian Group provides managed IT services, cybersecurity, and compliance solutions to enhance productivity and mitigate risks for insurance agencies. Kris share insights on the unique value proposition of Rhodian Group, the significance of data ownership, and the challenges faced in collaborating with insurance agencies.

Takeaways

Insurance knowledge is critical for effective service delivery in the industry.
Agents own their data and Rhodian Group acts as stewards.
Rhodian Group's services help agencies focus on their core business.
The relationship between Rhodian Group and insurance agencies is built on trust and collaboration.
The importance of operational excellence in the insurance sector is highlighted.

Learn more about Rhodian Group:
https://rhodiangroup.com/
https://www.facebook.com/RhodianGroup
https://www.linkedin.com/company/therhodiangroup/

To get in touch with today's guests, reach out below:

Kris Bryant (click here)
Jim Dahoney (click here)

More information about Marshall+Sterling:
https://marshallsterling.com/
https://www.facebook.com/marshallsterling
https://www.instagram.com/marshallsterlinginsurance/

Navigating Remote Staff Dynamics with Michael Cruz

Tue, 04 Feb 2025 01:00:00 -0800

In this conversation, Michael Cruz of Foresight Insurance shares his insights on effective hiring and onboarding strategies, the importance of a structured learning management system, and the transition to a hybrid work environment. He discusses the implementation of a four-day work week to enhance employee satisfaction and the significance of monitoring staff morale and career development. Michael emphasizes the need for agencies to embrace change and technology to remain competitive in the industry.

Takeaways

Always be recruiting, even when you're not hiring.
Hire in advance, train in advance, and never stop hiring.
A learning management system allows you to control the curriculum.
Do not assign accounts to individual CSRs; service as a team.
Don't fall behind; keep improving your processes.

To get in touch with Michael, reach out by clicking here.

Lightspeed Voice Pt. 2 - Bogus Handzel

Tue, 28 Jan 2025 01:00:00 -0800

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks talks with Jacob Smith and Bogus Handzel about Lightspeed Voice. The conversation delves into the legacy of Handzel & Associates Insurance, the importance of customer service, and the role of technology in enhancing agency operations. Bogus shares insights on the challenges and benefits of adopting new technology, emphasizing the need for effective communication and community engagement.

Takeaways

Customer service is a critical differentiator in a competitive market.
Technology can streamline operations and enhance customer experience.
Effective communication is essential for agency success.
Agencies must adapt to changing market dynamics and customer needs.
Partnerships with technology providers should focus on mutual growth.
Continuous improvement and feedback are vital for technology integration.
Agencies should prioritize features that enhance operational efficiency.

Learn more about Handzel & Associates Insurance:
https://www.handzel.com/
https://www.facebook.com/HandzelAssociates/
https://www.linkedin.com/company/handzel/

To get in touch with today's guests, reach out below:

Bogus Handzel (click here)
Jacob Smith (click here)

More information about Lightspeed Voice:
https://www.lightspeedvoice.com/
https://www.facebook.com/lsvoice/
https://www.linkedin.com/company/lightspeedvoice/

Lightspeed Voice Pt. 1 - Jacob Smith

Tue, 21 Jan 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Jacob Smith from Lightspeed Voice and Bogus Handzel from Handzel & Associates. The discussion revolves around the unique offerings of Lightspeed Voice, particularly its focus on the insurance industry, the importance of customer support, and the significance of data ownership for agencies.

Takeaways

Lightspeed Voice is tailored specifically for insurance agencies.
Customer support is a key differentiator for Lightspeed Voice.
Data ownership is crucial for agencies using technology platforms.
Integration with agency management systems enhances efficiency

Learn more about Lightspeed Voice:
https://www.lightspeedvoice.com/
https://www.facebook.com/lsvoice/
https://www.linkedin.com/company/lightspeedvoice/

To get in touch with today's guests, reach out below:

Jacob Smith (click here)
Bogus Handzel (click here)

More information about Handzel & Associates Insurance:
https://www.handzel.com/
https://www.facebook.com/HandzelAssociates/
https://www.linkedin.com/company/handzel/

b atomic Pt. 2 - JR Bell

Tue, 14 Jan 2025 01:00:00 -0800

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with JR Bell, owner of Bell Insurance Solutions, and Seth Zaremba from b atomic. They discuss JR's journey from a captive insurance agent to an independent agency owner, the importance of technology in enhancing agency operations, and how neon has transformed JR's agency by automating processes and improving efficiency.

Takeaways

The core of insurance is helping people and solving their problems.
neon allows for customization and efficiency in agency operations.
Data-driven insights help agencies make informed decisions.
Automation can significantly reduce the time spent on routine tasks.
Agencies can scale without necessarily increasing staff by leveraging technology.
Understanding the cost of operations is key to agency success.
Technology should enhance the agent's ability to serve clients, not dictate their processes.

Learn more about Bell Insurance Solutions:
https://getbellinsurance.com/
https://www.facebook.com/BellInsuranceSolutions/
https://www.linkedin.com/company/bell-insurance-solutions/
https://www.instagram.com/bellinsurancesolutionsllc/

To get in touch with today's guests, reach out below:

JR Bell (click here)
Seth Zaremba (click here)

More information about b atomic's neon platform:
https://www.batomic.com/
https://www.linkedin.com/company/b-atomic-llc/

b atomic Pt. 1 - Seth Zaremba

Tue, 07 Jan 2025 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Seth Zaremba from b atomic and JR Bell from Bell Insurance Solutions about the neon platform and its impact on independent insurance agencies. They discuss the importance of automation, data ownership, and the challenges faced by agencies in adapting to new technologies. The conversation highlights the need for a growth mindset and the role of independent agents in their communities.

Takeaways

The neon platform focuses on CRM, workflows, and data integration.
Automation is essential for independent agencies to remain competitive.
Data ownership is crucial for agencies, and b atomic ensures agents own their data.
Technology should enhance agency processes, not dictate them.
The partnership between b atomic and HawkSoft supports agency growth.
A growth mindset is vital for agencies looking to thrive in the future.

Learn more about b atomic's neon platform:
https://www.batomic.com/
https://www.linkedin.com/company/b-atomic-llc/

To get in touch with today's guests, reach out below:

Seth Zaremba (click here)
JR Bell (click here)

More information about Bell Insurance Solutions:
https://getbellinsurance.com/
https://www.facebook.com/BellInsuranceSolutions/
https://www.linkedin.com/company/bell-insurance-solutions/
https://www.instagram.com/bellinsurancesolutionsllc/

Finding an Attitude of Gratitude with HawkSoft

Tue, 26 Nov 2024 01:00:00 -0800

In this special episode of the Insurance Perspectives podcast, Kenny Hendricks discusses HawkSoft's core value of 'Attitude of Gratitude' with the three co-founders of the company. Sean Hawkins, Paul Hawkins, and Jason Hansen explore the origins of this value, its impact on company culture, leadership, and daily operations. The conversation emphasizes the importance of expressing gratitude in the workplace and how it fosters positive relationships among employees and with clients.

Takeaways

Gratitude can transform workplace culture.
Core values guide decision-making at HawkSoft.
Expressing thanks improves relationships and morale.
Gratitude is essential for personal and professional growth.
Thankfulness leads to happiness, not the other way around.
Practicing gratitude can help alleviate stress.
Building relationships is at the heart of gratitude.

For more information on HawkSoft's core values, visit:
https://www.hawksoft.com/about/core-values/

Navigating Technology and Processes Pt. 5 - Bradley Flowers

Tue, 19 Nov 2024 01:00:00 -0800

In this episode of the Insurance Prospectors podcast, host Kenny Hendricks speaks with Bradley Flowers, founder of Portal Insurance, about the evolving landscape of technology in the insurance industry. They discuss the importance of innovative technologies, the current tech stack at Portal Insurance, and the balance between hiring personnel and implementing technology for agency growth. Bradley emphasizes the necessity of having established processes before integrating technology and shares insights on how to effectively scale an agency.

Takeaways

Technology should reduce multiple entries, not increase them.
Agencies often suffer from shiny object syndrome with tech.
A solid tech stack is crucial for agency efficiency.
Processes must be established before implementing technology.
Data integrity in AMS is vital for agency growth.
Balancing technology and personnel is key to scaling.

Learn more about Bradley Flowers and Portal Insurance:
https://portalinsurance.com/
https://www.linkedin.com/in/bradleyflowers/
https://www.instagram.com/bradleyflowers__/
https://www.facebook.com/insurancesaraland
https://x.com/Bradleyflowers7

Listen to Bradley's podcast that he co-hosts with Scott Howell, The Insurance Guys Podcast.

Watch Scott Howell's episode of the Insurance Perspectives podcast by clicking here.

Navigating Technology and Processes Pt. 4 - Stephen Harrington-Descoteaux

Tue, 12 Nov 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Stephen Harrington-Descoteaux discusses the importance of agency culture, the role of technology in independent insurance agencies, and the necessity of clean data. He emphasizes the balance between automation and personal touch, especially in client interactions, and shares insights on how agencies can maximize their technology usage.

Takeaways

Culture is crucial for independent agents to thrive.
Understanding agency needs is key to growth.
Automation can streamline many agency processes.
Not everything should be automated; personal touch matters.
Clean data is essential for effective decision-making.
Maintaining personal connections is vital in larger agencies.

Learn more about Agency Performance Partners:
https://www.agencyperformancepartners.com/
https://www.facebook.com/agencyperformancepartners
https://www.instagram.com/appsinsurance/
https://www.linkedin.com/company/agency-performance-partners/

To connect with Stephen, reach out via LinkedIn by clicking here or contact via the Agency Performance Partners website.

Navigating Technology and Processes Pt. 3 - Ryan Hanley

Tue, 05 Nov 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Ryan Hanley, CEO of Finding Peak, about the evolution of technology in the insurance industry. They discuss the importance of defining agency identity before selecting technology, the journey of Hanley's own agency, Rogue Risk, and the cultural changes necessary for agency success. The conversation emphasizes that technology should serve the agency's needs and that employee satisfaction is crucial for customer satisfaction.

Takeaways

You have to figure out who you want to be first as an agency.
Customer satisfaction is a derivative of employee satisfaction.
If you are the number one producer in your agency, you are doing something wrong.
You need to have one or two powerful needle moving moments each day.
You have to get out of this mindset of identifying as independent insurance agents.
The most important piece of technology in an agency are the human beings.

Learn more about Ryan Hanley and Finding Peak:
https://ryanhanley.com/
https://www.instagram.com/ryan_hanley
https://www.linkedin.com/in/ryanhanley/
https://www.youtube.com/c/ryanmhanley

Navigating Technology and Processes Pt. 2 - Peggy Corbett

Tue, 29 Oct 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Peggy Corbett of Agency Transformations about the intersection of technology and process in independent insurance agencies. They discuss the importance of revitalizing business processes and how automation can enhance agency operations. Peggy emphasizes the need for strong client interaction and the significance of utilizing technology effectively.

Takeaways

Agencies often underutilize their existing technology.
Automation can help streamline mundane tasks.
Understanding the market is essential for client education.
Agencies should focus on maximizing their management systems.
Technology should complement existing processes, not replace them.
Regular account reviews are vital for client relationships.
Agencies need to support carriers that support them.

Learn more about Agency Transformation
https://www.agencytransform.com/
https://www.facebook.com/agencytransform

To connect with Peggy, reach out via LinkedIn by clicking here or contact via the Agency Transformation website.

Navigating Technology and Processes Pt. 1 - Chris Cline

Tue, 22 Oct 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Chris Cline, executive director of ACT, the Agents Council for Technology, about the role of technology in the insurance industry. They discuss the importance of finding a community to join and learn from, the transformation of ACT, and the adoption of AI in agencies. He also encourages agencies to talk to their tech providers and carriers to understand their roadmap and influence the development of AI solutions. The conversation explores the importance of understanding the problem before seeking technological solutions and emphasizes the need for agencies to slow down to evaluate their current processes before adopting new technology.

Takeaways

ACT brings together carriers, technology providers, and agents in a neutral and collaborative space to discuss technology.
Most agencies will be consumers of AI products rather than builders.
Exploring resources outside the industry can provide a broader perspective on AI.
Attending industry events and connecting with trade associations can provide valuable insights and networking opportunities.
Collaborating with peers and learning from their experiences can help agencies make informed decisions about technology adoption.
The insurance industry is diverse, and agencies should consider their unique business models and infrastructure when evaluating technology solutions.

Learn more about ACT:
https://www.independentagent.com/ACT
https://x.com/ACT4Agents
https://www.facebook.com/independentagent

To connect with Chris, reach out via LinkedIn by clicking here.

Mental Health Pt. 5 - Scott Howell

Tue, 15 Oct 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Scott Howell of iProtect Insurance and Financial Services about mental health as an agency owner. He emphasizes the value of having a great team and not letting other people control your mood. Scott emphasizes the importance of honesty and transparency in building relationships and believes that sharing the bad and the mistakes can be more valuable than showcasing only the good. He also discusses the significance of expressing love and appreciation to others. Scott concludes by highlighting the importance of positive energy and self-awareness in leadership.

Takeaways

Maintaining a positive attitude is important in business and life.
Being open and honest can lead to more meaningful connections and success.
Recognize that the present and future are more important than the past.
Positive energy and self-awareness are crucial in leadership.
Being a public figure comes with a responsibility to make good decisions.

Learn more about iProtect Insurance and Financial Services:
https://iprotectinsurance.com/
https://www.facebook.com/iprotectinsurance
https://www.instagram.com/iprotectinsurance/
https://x.com/iPROTECTinsured

To connect with Scott, reach out via LinkedIn by clicking here.

Book recommendations:

Greenlights by Matthew McConaughey
How Will You Measure Your Life? by Clayton M. Christensen, James Allworth, and Karen Dillon
Good Vibes, Good Life: How Self-Love Is the Key to Unlocking Your Greatness by Vex King

Mental Health Pt. 4 - Patty Lares

Tue, 08 Oct 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Patty Lares, owner of AA Lares Insurance Services, about the importance of mental health in the insurance industry. They discuss Patty's journey as an agency owner, the dynamics of working with family, and the proactive measures she takes to support her team's mental health. Patty emphasizes the significance of vulnerability, setting boundaries, and maintaining a balance between work and personal well-being.

Takeaways

Regular check-ins can help identify mental health issues in team members.
Leaders must prioritize their own mental health to support others effectively.
Vulnerability is key to building trust within a team.
Setting boundaries is essential for maintaining a healthy work culture.
Community service can enhance team morale and purpose.
Encouraging personal goals during one-on-ones fosters accountability.
It's important to provide resources for team members seeking help.
Creating a culture of gratitude can improve workplace relationships.

Learn more about AA Lares Insurance:
https://laresinsurance.com/
https://www.instagram.com/laresinsurance
https://www.facebook.com/AALaresInsurance/

To connect with Patty, reach out via LinkedIn by clicking here.

Book recommendations:

Daring Greatly: How the Courage to Be Vulnerable Transforms the Way We Live, Love, Parent, and Lead by Brené Brown
Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear

Mental Health Pt. 3 - Jason Hansen

Tue, 01 Oct 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Jason Hansen, the president of Financial Insurance Group. They discuss the importance of managing mental health in the insurance industry and how to support staff members in their mental well-being. Jason shares his personal experience of facing challenges and how it has shaped his leadership style. He emphasizes the need for structure and accountability in supporting team members while also recognizing the importance of empathy and understanding.

Takeaways

Managing mental health is crucial in the insurance industry, and leaders should prioritize the well-being of their staff members.
Creating a supportive and structured environment can help team members thrive and reduce stress.
Leaders should empathize with their team members' challenges while also maintaining accountability and not enabling negative behaviors.
Personal faith can play a role in maintaining well-being and inspiring support for others.
Balancing time and money is important, and leaders should consider the long-term impact of their decisions on the well-being of their team members.

Learn more about Financial Insurance Group:
https://www.idahosbestinsurance.com/

To connect with Jason, reach out via LinkedIn by clicking here.

Mental Health Pt. 2 - Brenden Corr

Tue, 24 Sep 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Brendan Corr of Loss Run Pros about mental health in the insurance industry. Brendan shares his personal experience with addiction and recovery, highlighting the importance of having supportive friends, family, and community. They discuss the need for open conversations about mental health in the workplace and the challenges of seeking help. The conversation concludes with a discussion about Project55, a platform designed to provide mental health resources and support within the insurance community.

Takeaways

Being present and listening can make a significant difference in someone's journey. Listening and showing empathy can create a safe space for individuals with mental health issues to open up and seek support.
Breaking the isolation that often accompanies mental health struggles is crucial for recovery and well-being.
Finding a supportive work environment that allows for open discussions about mental health is important for professionals.
Project 55 is a platform that aims to educate, equip, and empower individuals within the insurance community to have conversations about mental health and access resources.

Learn more about Loss Run Pro:
https://www.lossrunpro.com/
https://www.facebook.com/lossrunpro
https://www.instagram.com/lossrunpro
https://www.linkedin.com/company/lossrunpro/

Follow/connect with Brenden on LinkedIn by clicking here.

More information on Project55: click here.

Mental Health Pt. 1 - Dr. Leslie B. Hammer

Tue, 17 Sep 2024 01:00:00 -0700

In this episode, Dr. Leslie B. Hammer, a specialist in workplace mental health and wellbeing, discusses the impact of the workplace on mental health and the importance of supportive supervisors. She highlights the definition of mental health and emphasizes the need to normalize discussions around mental health. She identifies six mental health supportive supervisor behaviors, including emotional support, practical arrangements, role modeling, stigma reduction, warning sign recognition, and warning sign response. Dr. Hammer also shares the positive outcomes of supervisor training, such as improvements in physical health, sleep, family outcomes, and workplace outcomes.

Takeaways

Mental health is a state of positive experience and the workplace has a significant impact on mental health and wellbeing.
The prevalence of mental health challenges in the population highlights the need to normalize discussions around mental health.
Supervisors play a crucial role in promoting mental health and wellbeing in the workplace.
Resources like supportiveworkplaces.org and the National Institute for Occupational Safety and Health provide valuable information and training materials for promoting mental health in the workplace.

Learn more about the Oregon Healthy Workforce Center:
https://www.ohsu.edu/oregon-institute-occupational-health-sciences/oregon-healthy-workforce-center

To connect with Dr. Hammer, reach out via email.

Captive to Independent Pt. 5 - James Jenkins

Tue, 10 Sep 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews James Jenkins of RiskWell, who shares his experience transitioning from a captive insurance agent to an independent agent. They discuss the challenges and benefits of being an independent agent, the importance of negotiating contracts, and the need for operational standards in an agency. James emphasizes the need for agents to figure out their brand and identity before making the transition to independence. He also recommends resources such as his book, 'Leaving Captivity,' and industry associations like the Big I and PIA for support and guidance.

Takeaways

Transitioning from a captive insurance agent to an independent agent requires careful planning and consideration of your brand identity and vision.
Negotiating contracts with carriers is essential for independent agents to ensure they have the flexibility and support they need.
Joining industry associations like the Big I and PIA can provide valuable resources and support for captive agents looking to make the transition to independence.

Learn more about RiskWell:
https://www.riskwell.com/
https://www.facebook.com/riskwell
https://www.youtube.com/riskwell
https://www.linkedin.com/company/riskwellus/

To connect with James, reach out via LinkedIn.

Book - "Leaving Captivity" by James Jenkins.

Captive to Independent Pt. 4 - Ciara Gravier

Tue, 03 Sep 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ciara Gravier of The Bunker Insurance and Risk Management. Ciara shares her experience transitioning from a captive agent to an independent agent. She talks about the importance of underwriting and building relationships with carriers in the independent space. In addition, she emphasizes the importance of mentorship and community in the insurance industry and encourages agents to seek out mentors and be good mentees.

Takeaways

Being a captive agent provides the advantage of support and training from the larger organization.
Building a reputation and strong relationships with carriers is crucial in the independent space. Focus on quality over quantity.
Get involved in industry associations and be an advocate for the industry.
Obtain designations to demonstrate dedication and expertise.
Choose a niche and become an expert in that area.
Seek mentors and be a good mentee.
Build a supportive community around you.

Learn more about The Bunker Insurance & Risk Management:
https://www.bunkeryourrisk.com/
https://www.facebook.com/bunkeryourrisk/
https://www.instagram.com/bunkeryourrisk/
https://www.linkedin.com/company/the-bunker-insurance/

To connect with Ciara, reach out via LinkedIn.

Listen to Ciara's podcast, "The Bunker Talk," by visiting the channel on YouTube.

Captive to Independent Pt. 3 - John Crawley

Tue, 27 Aug 2024 01:00:00 -0700

In this episode, John Crawley shares his experience transitioning from a captive insurance agent to an independent agent. He discusses his background as a captive agent, the challenges he faced when becoming independent, and the strategies he used to establish himself as an independent agent. He emphasizes the importance of learning from others, seeking out resources and education, and building relationships within the industry. John also highlights the misconceptions he had about being independent and the beliefs he had to unlearn.

Takeaways

Seek mentorship and learn from experienced agents who have successfully transitioned from captive to independent.
Consider working with an agency or cluster to gain support, access to carriers, and training.
Attend webinars, conventions, and other industry events to stay updated on industry trends and learn from experts.
Be prepared for the challenges of being independent, such as the need to learn about different carriers and contracts, and the responsibility of running your own agency.

Learn more about JCA Insurance Services:
https://jcainsure.com/
https://www.facebook.com/JCAinsure
https://www.instagram.com/jcainsurance/

To connect with John, reach out via LinkedIn.

Captive to Independent Pt. 2 - Ron Keats

Tue, 20 Aug 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ron Keats of Keats Insurance Agencies about his transition from being a captive insurance agent to becoming an independent agent. Ron shares his background as a captive agent and how he established himself in the independent space. He discusses the advantages and challenges of being a captive agent and the importance of having choice and options for clients. Ron emphasizes the need for agents to participate in industry groups and think tanks and build a team to work on the business rather than in the business.

Takeaways

Transitioning from being a captive agent to becoming an independent agent requires preparation and a clear value proposition.
Participating in industry groups and think tanks can provide valuable insights and support for independent agents.
Delegating tasks and building a team is essential for agents to work on the business rather than in the business.
Open communication and collaboration between independent agents and carriers can lead to better outcomes for both parties.

Learn more about Keats Insurance Agencies:
https://www.keatsagency.com/
https://www.facebook.com/KeatsAgency
https://x.com/keatsagency

To connect with Ron, reach out via LinkedIn.

Captive to Independent Pt. 1 - Niki Henley

Tue, 13 Aug 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Niki Henley from Extra Mile Insurance Solutions about her transition from being a captive insurance agent to becoming an independent agent. They discuss Niki's background in insurance, the challenges she faced as a captive agent, and the resources she utilized to aid in her transition.

Takeaways

Finding a community of independent agents through platforms like Facebook can provide valuable support and guidance.
It's important to focus on learning insurance in general, not just the underwriting guidelines of a specific carrier.
Don't feel pressured to adopt every new technology or tool in the market. Only invest in solutions that address specific problems in your agency.
Timing is important when making the transition to independence, but there may never be a perfect time. If it feels right, go for it.

Learn more about Extra Mile Insurance Solutions:
https://www.extramileins.com/
https://www.facebook.com/Agenthenley
https://www.instagram.com/agenthenley

To connect with Niki, reach out via LinkedIn or Facebook.

Learn more about the "Insurance Mavericks" Facebook group by clicking here.

Summer Break & Looking Towards Season Two

Tue, 02 Jul 2024 01:00:00 -0700

Kenny Hendricks, host of the Insurance Perspectives podcast, discusses the road ahead for the IP podcast. Season one has concluded and season two will begin on August 13th.

Milly Books Pt. 2 - Clayton Yomtob

Tue, 25 Jun 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Clayton Yomtob about how his agency uses Milly Books. The conversation covers topics such as the experience of using Milly Books, the impact on the Insurance Company Advisors Group, and the value it brings to the agency. Clayton discusses the benefits of Milly Books' platform, the challenges of buying and selling insurance assets, and the role of technology in streamlining the process.

DISCLAIMER: This video was recorded prior to Milly Books rebranding in February of 2025. They are referred to as "Cake" in this video.

Takeaways

Milly Books' platform streamlines the process of buying and selling insurance assets, providing a secure and efficient way to evaluate and transact.
The value of Milly Books lies in its ability to take the guesswork out of the buying and selling process, providing a high-level view and enabling faster decision-making.
The platform's API integration and payment portal add further value by facilitating transactions and providing a secure and customizable experience for buyers and sellers.

Learn more about Insurance Company Advisors Group:

https://myicagroup.com/
https://www.facebook.com/p/Insurance-Company-Advisors-Group-61553033879541/
https://www.instagram.com/_icagroup/

To get in touch with today's guests, reach out below:

Clayton Yomtob (click here)
Adam Bowe (click here)

More information about Milly Books:

https://www.millybooks.com/
https://www.linkedin.com/company/millybooks/

Milly Books Pt. 1 - Adam Bowe

Tue, 18 Jun 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Adam Bowe from Milly Books on how agencies can utilize Milly Bookss book of business marketplace to strategically grow their agency. The conversation covers the origins of Milly Books, the challenges in the insurance industry, and the unique value proposition of their platform.

DISCLAIMER: This episode was recorded prior to Milly Books rebranding in February of 2025. They are referred to as "Cake" in this video.

Takeaways

Milly Books' valuation engine is a powerful tool for insurance agencies to understand the worth of their assets and plan for their future.
Milly Books' platform provides a unique solution for small to medium-sized insurance agencies, addressing the limitations of traditional M&A brokers and super brokers.
Valuation tools provide insurance agencies with valuable information about the value of their business, helping them make informed decisions.

Learn more about Milly Books:

https://www.millybooks.com/
https://www.linkedin.com/company/millybooks/

To get in touch with today's guests, reach out below:

Adam Bowe (click here)
Clayton Yomtob (click here)

More information about Insurance Company Advisors Group:

https://myicagroup.com/
https://www.facebook.com/p/Insurance-Company-Advisors-Group-61553033879541/
https://www.instagram.com/_icagroup/

AgencyZoom Pt. 2 - Brad Boldt

Tue, 11 Jun 2024 01:00:00 -0700

In part two of a series on AgencyZoom, Kenny Hendricks interviews Brad Boldt, president of Amerigard Insurance Agency. Brad shares his 25-year journey in the insurance industry and how he transitioned from being a captive agent to an independent agent. He discusses how AgencyZoom has helped streamline their sales process and improve their customer communication. AgencyZoom is described as the most valuable tool for his agency.

Takeaways

Amerigard Insurance Agency primarily focuses on personal lines but has been growing in small commercial lines.
AgencyZoom has helped Amerigard Insurance Agency streamline their sales process and improve customer communication.
Having a CRM and sales pipeline tool like AgencyZoom provides structure and visibility for the agency's sales and prospecting efforts.
Automation features of AgencyZoom have made the agency more efficient.
AgencyZoom allows the agency to play offense in their operations.

Learn more about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

To get in touch with today's guests, reach out below:

Brad Boldt (click here)
Sydney Roe (click here)

More information about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

AgencyZoom Pt. 1 - Sydney Roe

Tue, 04 Jun 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Sydney Roe from Vertafore on how AgencyZoom can be used in an agency to automate marketing and sales efforts. Sydney discusses the value of personalization at scale while effectively serving the customer.

Takeaways

AgencyZoom helps agencies automate their marketing and sales efforts, bringing consistency and efficiency to their processes.
The platform enables personalization at scale, allowing agencies to provide a more tailored experience to their customers.
AgencyZoom allows customers to access, modify, and delete their data, as well as request it in a file or through APIs.
The integration between AgencyZoom and HawkSoft allows for seamless flow of information, improving communication and efficiency.

Learn more about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

To get in touch with today's guests, reach out below:

Sydney Roe (click here)
Brad Boldt (click here)

More information about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

Agency Revolution Pt. 2 - Jim King

Tue, 28 May 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Jim King of Waverley Insurance Agency about his experience using Agency Revolution. The conversation covers topics such as the history and focus of Waverley Insurance Agency, the value of customer service and proactive outreach, the integration of HawkSoft and Agency Revolution's platforms, and the challenges of social media marketing.

Takeaways

Waverley Insurance Agency, founded in 1953, has a long history and primarily focuses on personal lines with some commercial lines.
The integration of HawkSoft and Agency Revolution's Fuse and Forge products has allowed Waverley Insurance Agency to automate processes and enhance their online presence.
Proactive outreach and personalized communication through Fuse have improved customer service and engagement.

Learn more about Waverley Insurance Agency:
https://waverleyins.com/
https://www.facebook.com/waverleyins/
https://www.linkedin.com/company/waverley-insurance-agency/

To get in touch with today's guests, reach out below:

Jim King (click here)
Dave Morton (click here)

More information about Agency Revolution:
https://www.agencyrevolution.com/
https://www.facebook.com/AgencyRevolution/
https://www.linkedin.com/company/agency-revolution/
https://twitter.com/agencyrev

Agency Revolution Pt. 1 - Dave Morton

Tue, 21 May 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Dave Morton about how Agency Revolution empowers agencies to stay top of mind with clients through their client communication and website platforms, Fuse and Forge.

Takeaways

Relationships are a key part of the insurance industry, and Agency Revolution aims to deliver technology as an extension of the agency's brand and personality.
Data ownership is important, and Agency Revolution ensures that the agency owns and controls their data.
Working with insurance agencies is rewarding because they are passionate about serving their communities and delivering a valuable service.

Learn more about Agency Revolution:
https://www.agencyrevolution.com/
https://www.facebook.com/AgencyRevolution/
https://www.linkedin.com/company/agency-revolution/
https://twitter.com/agencyrev

To get in touch with today's guests, reach out below:

Dave Morton (click here)
Jim King (click here)

More information about Waverley Insurance Agency:
https://waverleyins.com/
https://www.facebook.com/waverleyins/
https://www.linkedin.com/company/waverley-insurance-agency/

Ascend Pt. 2 - Teresa Crane

Tue, 14 May 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Teresa Crane, agency owner at Crane Group Insurance, about how they use Ascend in their independent insurance agency. They discuss the history of the agency, their specialization in commercial lines, and the challenges they faced with agency billing before implementing Ascend. Teresa highlights the time-saving benefits of Ascend, such as automated billing and notifications, as well as the value of the relationships they have built with the Ascend team.

Takeaways

Ascend has helped Crane Group Insurance streamline their agency billing processes and save time.
Automated billing and notifications have made it easier for the agency to ensure timely payments from clients.
The value of Ascend extends beyond the software itself, as Crane Group Insurance has built strong relationships with the Ascend team.
Ascend's continuous product enhancements and responsiveness to agency needs have been appreciated by Crane Group Insurance.

Learn more about Crane Group Insurance:
https://www.cranegroupinc.com/
https://www.facebook.com/CraneGroupIncorporated/
https://www.linkedin.com/company/crane-group-inc/

To get in touch with today's guests, reach out below:

Teresa Crane (click here)
Kailyn Despotakis (click here)

More information about Ascend:
https://www.useascend.com/
https://www.linkedin.com/company/useascend/
https://twitter.com/useascend

Ascend Pt. 1 - Kailyn Despotakis

Tue, 07 May 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Kailyn Despotakis from Ascend. They discuss how the Ascend platform is used to streamline agency bill workflows and support premium financing for their clients.

Takeaways

Building relationships and working with vendors that integrate seamlessly with existing systems is crucial for insurance agencies.
Change management is a challenge when implementing new technology solutions in insurance agencies.
Data ownership and security are important considerations for insurance agencies when working with technology vendors.

Learn more about Ascend:
https://www.useascend.com/
https://www.linkedin.com/company/useascend/
https://twitter.com/useascend

To get in touch with today's guests, reach out below:

Kailyn Despotakis (click here)
Teresa Crane (click here)

More information about Crane Group Insurance:
https://www.cranegroupinc.com/
https://www.facebook.com/CraneGroupIncorporated/
https://www.linkedin.com/company/crane-group-inc/

Increasing Agency Efficiency with Mick Hunt

Tue, 30 Apr 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Mick Hunt of Premier Strategy Box provides insights on agency growth, sales processes, client referrals, and agency culture. He emphasizes the importance of recognizing when an agency needs outside help and taking the first step to address the problem. He shares strategies for getting clients to refer more business and emphasizes the significance of agency culture in creating a positive work environment.

Takeaways

Mastering a niche market and understanding a client's pain points are key elements of a successful sales process.
Create a positive agency culture that values teamwork, communication, and employee well-being.
Use technology to enhance agency processes, but ensure it aligns with the agency's needs and integrates well with existing systems.

Learn more about Premier Strategy Box:
https://www.mystrategybox.com/
https://www.facebook.com/premierstrategybox/
https://www.linkedin.com/company/premierstrategybox/

Follow Mick Hunt on social media:
https://www.instagram.com/mickunplugged
https://www.linkedin.com/in/mickhunt/
https://twitter.com/MickUnplugged

Canopy Connect Pt. 2 - Nicole Johns

Tue, 23 Apr 2024 01:00:00 -0700

Kenny Hendricks interviews Nicole Johns, owner of The Johns Family Agency, about her experience using Canopy Connect. Nicole discusses how Canopy Connect has made the agency's process easier and more efficient, allowing them to gather the necessary information to provide personalized insurance advice. She also highlights the importance of trust in the advisor-client relationship and how Canopy Connect helps build that trust.

Takeaways

Canopy Connect streamlines the information gathering process for insurance agencies, making it easier to collect the necessary data to provide personalized advice.
The ability to qualify prospects and gather comprehensive information upfront helps agencies focus on their ideal clients and provide better service.
Canopy Connect's integration with Hawksoft and its continuous improvements in data mobility and ease of use make it a valuable tool for insurance agencies.

Learn more about The Johns Family Agency:
https://www.thejohnsagency.com/
https://www.facebook.com/TheJohnsFamilyAgency/

To get in touch with today's guests, reach out to them via LinkedIn:

Nicole Johns (click here)
Ray Huang (click here)

More information about Canopy Connect:
https://www.usecanopy.com/
https://www.facebook.com/usecanopy
https://www.linkedin.com/company/canopy-connect/
https://twitter.com/canopy_connect

Canopy Connect Pt. 1 - Ray Huang

Tue, 16 Apr 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Ray Huang from Canopy Connect discuss how Canopy Connect is revolutionizing the insurance industry. He explores the origin story of Canopy Connect and its mission to remove friction and frustration from the insurance process. Canopy Connect is solving real problems and offering a reliable and trustworthy solution. In this conversation, Ray discusses the importance of quality and value-based foundations in the insurance industry.

Takeaways

Canopy Connect is a platform that simplifies the process of collecting insurance information from prospects and clients.
Trust is a core value of Canopy Connect, and the ability to provide verified insurance data is a key aspect that draws and retains customers.
Technology can facilitate data sharing and improve the customer experience.
The integration between Canopy Connect and Hawksoft offers a seamless and efficient way to import policy information.

Learn more about Canopy Connect:
https://www.usecanopy.com/
https://www.facebook.com/usecanopy
https://www.linkedin.com/company/canopy-connect/
https://twitter.com/canopy_connect

To get in touch with today's guests, reach out to them via LinkedIn:

Ray Huang (click here)
Nicole Johns (click here)

More information about The Johns Family Agency:
https://www.thejohnsagency.com/
https://www.facebook.com/TheJohnsFamilyAgency/

Agents Brokers United & Navigating Trade Shows

Tue, 09 Apr 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Jon Spaugy and Brent Thurman about the Agent Brokers United (A.B.U.) Convention and insurance conferences in general. They discuss the convention's focus on education, networking, and connecting agents with companies. The group describes the value of attending industry conferences and emphasize the importance of genuine curiosity and meaningful interactions with salespeople on the exhibit hall floor.

Takeaways

The Agent Brokers United (ABU) conference focuses on education, networking, and connecting agents with companies.
ABU stands out by maintaining a traditional format and fostering meaningful relationships among attendees.
Las Vegas offers a wide range of activities, shows, and dining options outside of the conference.
Attending industry conferences can provide valuable networking opportunities and insights into industry trends.

Learn more about Agents Brokers United:
https://www.biginsusa.com/
https://www.facebook.com/AgentBrokersUnited/

Register for A.B.U Convention here and use the promo code "hawksoft".

To get in touch with today's guests, reach out to them via LinkedIn:

Jon Spaugy (click here)
Brent Thurman (click here)

More information about Keystone Insurance Services:
https://keystoneinsurance.com/
https://www.facebook.com/bearriveragent/

Agave Pt. 2 - Aditya Mehta

Tue, 02 Apr 2024 01:00:00 -0700

Kenny Hendricks interviews Aditya Mehta, the owner of All Coverage Insurance, about their use of Agave in their agency. Aditya shares the history of All Coverage Insurance and their focus on modernizing technology while maintaining a high level of customer service. He also discusses the benefits of using Agave for payment processing and the integration with HawkSoft.

All Coverage Insurance has been using Agave for payment processing and has seen benefits such as higher payment limits and streamlined operations.
Aditya Mehta highlights the importance of maintaining a balance between implementing new technology and accommodating customers' preferences, especially for legacy customers who may still prefer traditional payment methods.
The value of Agave for All Coverage Insurance lies in the after-sales support, insights from reporting, and the consolidated platform it provides.

Learn more about All Coverage Insurance:
https://getallcoverage.com/
https://www.facebook.com/AllCoverageRVA/
https://www.instagram.com/allcoverageinsuranceva/

To get in touch with today's guests, reach out to them via LinkedIn:

Aditya Mehta (click here)
Greg Mallin (click here)

More information about Agave:
https://www.agavepay.com/
https://www.facebook.com/agavepay/
https://www.linkedin.com/company/agavepay/

Agave Pt. 1 - Greg Mallin

Tue, 26 Mar 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Greg Mallin from Agave. They discuss how Agave streamlines the process of accepting payments for insurance agencies and the importance of digitization in the insurance industry.

Agave prioritizes service and support, aiming for one-call resolution and proactive outreach to ensure a smooth experience for agencies and their clients.
Agave values data ownership and protects sensitive payment data while providing customizable transaction reporting and integration with accounting systems.
Insurance agencies should avoid settling for subpar technology solutions and engage with vendors to find the best fit for their needs.

Learn more about Agave:
https://www.agavepay.com/
https://www.facebook.com/agavepay/
https://www.linkedin.com/company/agavepay/

To get in touch with today's guests, reach out to them via LinkedIn:

Greg Mallin (click here)
Aditya Mehta (click here)

More information about All Coverage Insurance:
https://getallcoverage.com/
https://www.facebook.com/AllCoverageRVA/
https://www.instagram.com/allcoverageinsuranceva/

Certificial Pt. 2 - Paradiso Insurance

Tue, 19 Mar 2024 01:00:00 -0700

In this episode, Kenny Hendricks interviews Chris Paradiso and Stephanie Fanelli from Paradiso Insurance about their experience using Certificial. They discuss the story of Paradiso Insurance, what excites them about insurance, how they use Certificial in their agency, and the value it brings to their agency.

Paradiso Insurance uses Certificial to streamline the process of issuing certificates of insurance.
Certificial helps Paradiso Insurance save time and money by automating the certificate issuance process and providing a centralized platform for managing certificates.
Certificial's customer-centric approach and commitment to solving pain points make it a valuable tool for insurance agencies.
Paradiso Insurance appreciates Hawksoft's dedication to listening to agents and improving their technology to better serve the industry.

Learn more about Paradiso Insurance:
https://www.paradisoinsurance.com/
https://www.instagram.com/paradiso_insurance/
https://twitter.com/paradisoins

To get in touch with today's guests, reach out to them via LinkedIn:

Chris Paradiso (click here)
Stephanie Fanelli (click here)
Peter Teresi (click here)

More information about Certificial:
https://www.certificial.com/
https://www.facebook.com/BeCertificial/
https://twitter.com/BeCertificial

Certificial Pt. 1 - Peter Teresi

Tue, 12 Mar 2024 01:00:00 -0700

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Peter Teresi from Certificial. They discuss how Certificial is transforming the insurance verification process and improving efficiency for agencies.

Certificial is a platform that helps transform the legacy insurance verification process, creating automation and efficiency.
The main focus of Certificial is to extend the capabilities of management systems and move towards a more modern, real-time, data-driven experience.
Certificial integrates seamlessly with HawkSoft, providing agencies with a user-friendly and efficient solution for insurance verification.

Learn more about Certificial:
https://www.certificial.com/
https://www.facebook.com/BeCertificial/
https://twitter.com/BeCertificial

To get in touch with today's guests, reach out to them via LinkedIn:

Peter Teresi (click here)
Chris Paradiso (click here)
Stephanie Fanelli (click here)

More information about Paradiso Insurance:
https://www.paradisoinsurance.com/
https://www.instagram.com/paradiso_insurance/
https://twitter.com/paradisoins

Bridge Pt. 2 - Christina Bernard

Tue, 05 Mar 2024 01:00:00 -0800

In this episode, Kenny Hendricks interviews Christina Bernard from Cobos Insurance Center about her experience using Bridge. They discuss how Bridge helps Cobos Insurance make connections and provide support to their clients. Christina shares how Bridge has improved their communication processes, including email, faxing, and texting. Overall, Bridge has been invaluable in helping Cobos Insurance Center serve their community and improve their sales and retention.

Bridge has been a valuable addition to Cobos Insurance Center's operations, helping them improve their communication processes and provide better support to their clients.
Community involvement is an important aspect of Cobos Insurance Center's business, and Bridge helps them make connections and serve as a center of influence in their communities.
Bridge offers features such as call recordings, pipeline management, and video proposals that have helped Cobos Insurance Center improve their sales and retention.

Learn more about Cobos Insurance Center:
https://cobosins.com/
https://www.facebook.com/cobosinsurance/
https://www.instagram.com/cobosins/

To get in touch with today's guests, reach out to them via LinkedIn:

Christina Bernard (click here)
Charlie Griffin (click here)

More information about Bridge:
https://www.bridge.insure/
https://www.facebook.com/bridgeforagents
https://www.linkedin.com/company/bridge-a-redcliffe-company/

Bridge Pt. 1 - Charlie Griffin

Tue, 27 Feb 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Charlie Griffin of Bridge. They discuss the role of Bridge in the insurance industry and its focus on providing a comprehensive communication platform for agencies. Charlie shares the story of how Bridge came to exist and why they chose to participate in the independent agency channel.

Bridge is an integrated all-inclusive communication platform for insurance agencies.
Bridge exists to provide a comprehensive solution for agencies, focusing on telephony, e-signatures, and contact management.
Bridge is committed to data ownership and ensures that customers have control over their data.

Learn more about Bridge:
https://www.bridge.insure/
https://www.facebook.com/bridgeforagents
https://www.linkedin.com/company/bridge-a-redcliffe-company/

To get in touch with today's guests, reach out to them via LinkedIn:

Charlie Griffin (click here)
Christina Bernard (click here)

More information about Cobos Insurance Center:
https://cobosins.com/
https://www.facebook.com/cobosinsurance/
https://www.instagram.com/cobosins/

Insurance Agent App, Pt. 2 - Heather Killian

Tue, 20 Feb 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Heather Killian, Chief Operating Officer at Atkinson Insurance Agency, about her agency's experience using the Insurance Agent App. Heather discusses the agency's initial encounter with the platform and the benefits it provides, such as easy access to policy information and claims reporting.

Takeaways

Insurance Agent App streamlines processes and consolidates information, making it easier for agencies to serve their clients.
Maintaining a strong relationship between agencies and insureds is crucial for independent agencies.
The app provides value to agencies by offering ease of use, consistency, and peace of mind.
Insurance Agent App values feedback and collaborates with agencies to improve their platform.

Learn more about Atkinson Insurance Agency:
https://www.atkinsoninsuranceagency.com/
https://www.facebook.com/AtkinsonInsurance/
https://www.instagram.com/atkinsoninsuranceagency/

To get in touch with today's guests, reach out to them via LinkedIn:

Heather Killian (click here)
Kiki Johnson (click here)

More information about Insurance Agent App:
https://www.insuranceagentapp.com/
https://www.facebook.com/InsuranceAgentApp
https://www.instagram.com/insuranceagentapp/
https://www.twitter.com/InsAgentApp

Insurance Agent App, Pt. 1 - Kiki Johnson

Tue, 13 Feb 2024 01:00:00 -0800

In this episode, Kenny Hendricks interviews Kiki Johnson, co-founder of Insurance Agent App, about their customer service platform. They explore the importance of data ownership as well as challenges faced by insurance agencies.

Takeaways

Insurance Agent App delivers instant access to policy data and an excellent customer experience.
The app extends the agency's services to 24/7 and provides access to policy information, auto ID cards, and claims.
Data ownership is a crucial aspect, and Insurance Agent App ensures that agencies and clients own their respective data.

Learn more about Insurance Agent App:
https://www.insuranceagentapp.com/
https://www.facebook.com/InsuranceAgentApp
https://www.instagram.com/insuranceagentapp/
https://www.twitter.com/InsAgentApp

To get in touch with today's guests, reach out to them via LinkedIn:

Kiki Johnson (click here)
Heather Killian (click here)

More information about Atkinson Insurance Agency:
https://www.atkinsoninsuranceagency.com/
https://www.facebook.com/AtkinsonInsurance/
https://www.instagram.com/atkinsoninsuranceagency/

mPowered IT Pt. 2 - Mike Stansbury

Tue, 06 Feb 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Mike Stansbury of Elite Insurance Solutions about their experience with mPowered IT. Mike discusses how mPowered IT provides efficient and effective IT support, allowing the agency to focus on serving clients and less on IT issues.

Takeaways

The compassion and expertise of the mPowered IT team are key benefits for Elite Insurance Solutions.
Value alignment and communication are important factors in successful partnerships with vendors.

Learn more about Elite Insurance Solutions:
https://eliteinsurancesolutions.com/
https://www.facebook.com/myEliteIS/
https://www.instagram.com/myeliteis/

To get in touch with today's guests, reach out to them via LinkedIn:

Mike Stansbury (click here)
John Mamon (click here)

More information about mPowered IT:
https://mpoweredit.com/
https://www.facebook.com/mpoweredit/
https://twitter.com/mPoweredIT

mPowered IT Pt. 1 - John Mamon

Tue, 30 Jan 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Kenny Hendricks and John Mamon, CEO of mPowered IT, discuss mPowered IT's services and functions, origin story, and their focus on independent insurance agencies. They discuss the importance of customer service and the key differentiator of mPowered IT, which is providing an exceptional experience.

Takeaways

The key differentiator of mPowered IT is their focus on providing an exceptional customer experience, which is their number one core value.
mPowered IT does not own their customers' data but helps protect and provide access to it. mPowered IT ensures the security and protection of that data.
mPowered IT offers a fractional CIO role, which provides oversight, guidance, and escalation support for the technology environment of insurance agencies.

Learn more about mPowered IT:
https://mpoweredit.com/
https://www.facebook.com/mpoweredit/
https://twitter.com/mPoweredIT

To get in touch with today's guests, reach out to them via LinkedIn:

John Mamon (click here)
Mike Stansbury (click here)

More information about Elite Insurance Solutions:
https://eliteinsurancesolutions.com/
https://www.facebook.com/myEliteIS/
https://www.instagram.com/myeliteis/

InsuredMine Pt. 2 - Rahim Virani

Tue, 23 Jan 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Rahim Virani discusses the value that InsuredMine brings to Texan Insurance and how the agency appreciates their willingness to listen to customer feedback.

Takeaways

InsuredMine's integration with Hawksoft has been a game changer for Texan Insurance, allowing for seamless data transfer and automation.
Rahim Virani emphasizes the importance of data mobility and the need for systems to work together to provide real-time insights.
Texan Insurance values the partnership with InsuredMine and appreciates their willingness to listen to customer feedback and make improvements.

Learn more about Texan Insurance:
https://www.texaninsurance.com/
https://www.facebook.com/TexanInsurance/
https://www.instagram.com/texaninsurance

To get in touch with today's guests, reach out to them via LinkedIn:

Rahim Virani (click here)
Tucker Hood (click here)

More information about InsuredMine:
https://insuredmine.com/
https://www.facebook.com/InsuredMine/
https://www.instagram.com/insuredmine/

InsuredMine Pt. 1 - Tucker Hood

Tue, 16 Jan 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Tucker Hood discusses the importance of pipeline management and how it helps agencies improve efficiencies and understand where customers are at in their customer journey.

Takeaways

InsuredMine is a platform that provides pipeline management, marketing automation, and workflow automation for independent insurance agencies.
The customizable aspect of InsuredMine allows agencies to create and manage their own processes and standard operating procedures.
InsuredMine works with Hawksoft through a two-way API integration, allowing for the exchange of data between the two systems.

Learn more about InsuredMine:
https://insuredmine.com/
https://www.facebook.com/InsuredMine/
https://www.instagram.com/insuredmine/

To get in touch with today's guests, reach out to them via LinkedIn:

Tucker Hood (click here)
Rahim Virani (click here)

More information about Texan Insurance:
https://www.texaninsurance.com/
https://www.facebook.com/TexanInsurance/
https://www.instagram.com/texaninsurance

ClientCircle, Pt. 2 - Donna Cowart

Tue, 09 Jan 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Donna Cowart of Cowart Insurance Agency talks about how ClientCircle brings value to her agency by breaking down agency goals into manageable tasks and improves communication with clients.

More information about Cowart Insurance Agency:
https://www.cowartinsurance.com/
https://www.facebook.com/cowartinsurance
https://www.instagram.com/cowartinsuranceagency

To get in touch with today's guests, reach out to them via LinkedIn:

Donna Cowart (click here)
Torey Maerz (click here)

Learn more about ClientCircle:
https://www.clientcircle.com/
https://www.facebook.com/ClientCircle
https://www.instagram.com/client_circle/

ClientCircle, Pt. 1 - Torey Maerz

Tue, 02 Jan 2024 01:00:00 -0800

In this episode of the Insurance Perspectives podcast, Torey Maerz discusses how ClientCircle can help an agency manage their online reputation, retention campaigns, and automated marketing.

Learn more about ClientCircle:
https://www.clientcircle.com/
https://www.facebook.com/ClientCircle
https://www.instagram.com/client_circle/

To get in touch with today's guests, reach out to them via LinkedIn:

Torey Maerz (click here)
Donna Cowart (click here)

More information about Cowart Insurance Agency:
https://www.cowartinsurance.com/
https://www.facebook.com/cowartinsurance
https://www.instagram.com/cowartinsuranceagency

How to Choose Technology Partners

Tue, 26 Dec 2023 01:00:00 -0800

In this episode, agency owners Pat Lamb and Brent Thurman share their perspectives on evaluating technology partners for insurance agencies. They discuss the importance of understanding agency needs, asking the right questions, and verifying the features and capabilities of potential partners. They also emphasize the need for agencies to take responsibility for their own data and to thoroughly evaluate agreements before entering into partnerships.

Resources discussed in today's episode:

An Agent's Guide For Evaluating Solution Partners (click here)

To get in touch with today's guests, reach out to them via LinkedIn:

Pat Lamb (click here)
Brent Thurman (click here)

More information about Select Insurance Services:
https://www.selectinsservice.com/
https://www.facebook.com/selectinsservice

More information about Keystone Insurance:
https://keystoneinsurance.com/
https://www.facebook.com/bearriveragent/

ePayPolicy Pt. 2 - Emmanuel Osuyah

Tue, 19 Dec 2023 01:00:00 -0800

In this episode, Kenny Hendricks interviews Emmanuel Osuyah, principal at Alpha Direct Agency, about their experience using ePayPolicy. Emmanuel shares how ePayPolicy has helped streamline their payment processing and reconciliation, saving them time and effort. He also highlights the peace of mind that comes with using ePayPolicy and the value it brings to their agency.

Takeaways

ePayPolicy has helped Alpha Direct Agency streamline their payment processing and reconciliation, saving them time and effort.
Using ePayPolicy provides peace of mind, knowing that the payment processing is reliable and efficient.
The value of ePayPolicy goes beyond just payment processing, as it allows for easy access to payment information and integration with other systems.
Emmanuel highly recommends ePayPolicy to other insurance agencies for its ease of use, flexibility, and continuous improvement.

More information about Alpha Direct Agency:
https://www.alphadrct.com/
https://www.facebook.com/AlphaDirectAgency

To get in touch with today's guests, reach out to them below:

Zac Franz (click here)
Emmanuel Osuyah (click here)

Learn more about ePayPolicy:
https://epaypolicy.com/
https://www.facebook.com/epaypolicy
https://www.linkedin.com/company/epaypolicy/

ePayPolicy Pt. 1 - Zac Franz

Tue, 12 Dec 2023 01:00:00 -0800

On this episode of the Insurance Perspectives podcast, we sit down with Zac Franz to talk about how ePayPolicy is an insurance agent's one-stop shop for all things accounts payable and accounts receivable.

Learn more about ePayPolicy:
https://epaypolicy.com/
https://www.facebook.com/epaypolicy
https://www.linkedin.com/company/epaypolicy/

To get in touch with today's guests, reach out to them via LinkedIn:

Zac Franz (click here)
Emmanuel Osuyah (click here)

More information about Alpha Direct Agency:
https://www.alphadrct.com/
https://www.facebook.com/AlphaDirectAgency

Formstack Pt. 2 - J.C. Wogomon

Tue, 05 Dec 2023 01:00:00 -0800

On this episode of the Insurance Perspectives podcast, we sit down with J.C. Wogomon to discuss how his agency utilizes the easy-to-use HawkSoft E-Signature™ (powered by Formstack Sign) platform to quickly and securely send documents for digital signature.

Learn more about Catalyst Insurance Group:
https://www.catalystinsgrp.com/
https://www.facebook.com/catalystinsgrp
https://www.instagram.com/catalystinsgrp/

To get in touch with today's guests, reach out to them via LinkedIn:

J.C. Wogomon (click here)
Zak Pines (click here)

Resource discussed in todays episode: Big Paper campaign by Formstack.

More information about Formstack:
https://www.formstack.com/
https://www.hawksoft.com/agency-management-system/tour/esignature/

Formstack Pt. 1 - Zak Pines

Tue, 28 Nov 2023 01:00:00 -0800

On this episode of the Insurance Perspectives podcast, we sit down with Zak Pines of Formstack to talk about how HawkSoft E-Signature™ (powered by Formstack Sign) helps agencies collect signatures for documents with ease.

Learn more about Formstack:
https://www.formstack.com/
https://www.hawksoft.com/agency-management-system/tour/esignature/

To get in touch with today's guests, reach out to them via LinkedIn:

Zak Pines (click here)
J.C. Wogomon (click here)

More information about Catalyst Insurance Group:
https://www.catalystinsgrp.com/
https://www.facebook.com/catalystinsgrp
https://www.instagram.com/catalystinsgrp/

Submit your questions for our special holiday episode by emailing marketing@hawksoft.com.

Special intro music by Maksym Dudchyk from Pixabay.

Adapt Pt. 2 - Kirk Chester

Tue, 21 Nov 2023 01:00:00 -0800

On this episode of the Insurance Perspectives podcast, we sit down with Kirk Chester of GRIT Insurance Group to talk about how Adapt automates tedious busy work in his agency, allowing his agents to focus on more important tasks.

More information about GRIT Insurance Group:
https://gritinsurance.com/
https://www.facebook.com/Gritins/

To get in touch with today's guests, reach out to them via email: Kirk Chester (kirk@gritinsurance.com) and Jacob Simon (jacob@adaptinsurance.com).

Learn more about Adapt:
https://adaptinsurance.com/
https://www.linkedin.com/company/adapt-insurance/

Submit your questions for our special holiday episode by emailing marketing@hawksoft.com.

Special intro music by Maksym Dudchyk from Pixabay.

Adapt Pt. 1 - Jacob Simon

Tue, 14 Nov 2023 01:00:00 -0800

On this episode of The Insurance Perspectives podcast, we sit down with Jacob Simon of Adapt to talk about how Adapt automatically completes mundane tasks, freeing up your staff to focus on more important tasks.

Learn more about Adapt :
https://adaptinsurance.com/
https://www.linkedin.com/company/adapt-insurance/

To get in touch with today's guests, reach out to them via email: Jacob Simon (jacob@adaptinsurance.com) and Kirk Chester (kirk@gritinsurance.com).

More information about GRIT Insurance Group:
https://gritinsurance.com/
https://www.facebook.com/Gritins/

Submit your questions for our special holiday episode by emailing marketing@hawksoft.com.

Special intro music by Maksym Dudchyk from Pixabay.

MyArchway Pt. 2 - Kevin Panter

Tue, 07 Nov 2023 01:00:00 -0800

On this episode of the Insurance Perspectives podcast, Kevin Panter of Kevin Panter Insurance talks about how MyArchway provides reliable IT support and assists his agency in attracting top talent.

More information about Kevin Panter Insurance:
https://www.kevinpanterinsurance.com/
https://www.facebook.com/KevinPanterInsurance/

To get in touch with today's guests, reach out to them via email: Kevin Panter (Kevin@kpiga.com) and Brad Ruben (brad.ruben@myarchway.com).

Learn more about MyArchway :
https://www.myarchway.com/
https://www.facebook.com/archwaycomputer
https://twitter.com/ArchwayComputer

Submit your questions for our special holiday episode by emailing marketing@hawksoft.com.

Special intro music by Maksym Dudchyk from Pixabay.

MyArchway Pt. 1 - Brad Ruben

Tue, 31 Oct 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, we sit down with Brad Ruben of MyArchway to talk about the importance of cybersecurity in your insurance agency.

Learn more about MyArchway :
https://www.myarchway.com/
https://www.facebook.com/archwaycomputer
https://twitter.com/ArchwayComputer

To get in touch with today's guests, reach out to them via email: Brad Ruben (brad.ruben@myarchway.com) and Kevin Panter (Kevin@kpiga.com).

More information about Kevin Panter Insurance:
https://www.kevinpanterinsurance.com/
https://www.facebook.com/KevinPanterInsurance/

GloveBox Pt. 2 - Bob Graves

Tue, 24 Oct 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, Bob Graves of Graves Insurance Group discusses how GloveBox has given his an agency a simple way to communicate with clients that helps maximize his agency's efficiency.

More information about Graves Insurance Group:
https://gravesig.com/
https://www.facebook.com/GravesIG/

To get in touch with today's guests, reach out to them via email: Bob Graves (rgraves@gravesig.com) and Ryan Mathisen (ryan@gloveboxapp.com).

Learn more about GloveBox:
https://gloveboxapp.com/
https://www.facebook.com/gloveboxapp
https://twitter.com/myglovebox

GloveBox Pt. 1 - Ryan Mathisen

Tue, 17 Oct 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, Ryan Mathisen discusses how GloveBox empowers policyholders by giving them access to their insurance information through the easy-to-use GloveBox platform.

Learn more about GloveBox:
https://gloveboxapp.com/
https://www.facebook.com/gloveboxapp
https://twitter.com/myglovebox

To get in touch with today's guests, reach out to them via email: Ryan Mathisen (ryan@gloveboxapp.com) and Bob Graves (rgraves@gravesig.com).

More information about Graves Insurance Group:
https://gravesig.com/
https://www.facebook.com/GravesIG/

Aureus Analytics Pt. 2 - Rob Bowen

Tue, 10 Oct 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, Rob Bowen of Patriotic Insurance Group talks about he uses DONNA to gain greater insight into his book of business.

More information about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/
https://www.facebook.com/patrioticinsurancegroup
https://www.instagram.com/patrioticinsurancegroup/

To get in touch with today's guests, reach out to them via email: Rob Bowen (rob@patrioticinsurancegroup.com) and Thomas Mann (thomas@aureusanalytics.com).

Learn more about DONNA/Aureus Analytics:
https://www.aureusanalytics.com/donna
https://www.facebook.com/aureusanalytics/
https://twitter.com/DonnaforAgents

Aureus Analytics Pt. 1 - Thomas Mann

Tue, 03 Oct 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, Thomas Mann from Aureus Analytics discusses how DONNA can help an independent agency leverage data to deliver a superior customer experience to their policyholders.

Learn more about DONNA/Aureus Analytics:
https://www.aureusanalytics.com/donna
https://www.facebook.com/aureusanalytics/
https://twitter.com/DonnaforAgents

To get in touch with today's guests, reach out to them via email: Thomas Mann (thomas@aureusanalytics.com) and Rob Bowen (rob@patrioticinsurancegroup.com).

More information about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/
https://www.facebook.com/patrioticinsurancegroup
https://www.instagram.com/patrioticinsurancegroup/

ValChoice Pt. 2 - Kelly Endicott

Tue, 26 Sep 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, Kelly Endicott of K&M Insurance Agency out of Ohio discusses how ValChoice helps her agency be more efficient.

Learn more more about ValChoice:
https://www.valchoice.com/
https://www.facebook.com/ValChoice
https://twitter.com/ValChoice

To get in touch with today's guests, reach out to them via email: Kelly Endicott (kellye@johndawsoninsurance.com) and Dan Karr (info@valchoice.com).

ValChoice Pt. 1 - Dan Karr

Tue, 19 Sep 2023 01:00:00 -0700

On this episode of The Insurance Perspectives podcast, Dan Karr from ValChoice discusses how ValChoice is considered the, "Carfax of Insurance", and how they bring value to the independent insurance agent.

Resources discussed in today's episode:
Re-Marketing and Book Roll Calculator - https://agent.valchoice.com/calculators/agency-calculator/
Policyholder Retention Calculator - https://agent.valchoice.com/calculators/carriers/

Learn more more about ValChoice:
https://www.valchoice.com/
https://www.facebook.com/ValChoice
https://twitter.com/ValChoice

To get in touch with today's guests, reach out to them via email: Kelly Endicott (kellye@johndawsoninsurance.com) and Dan Karr (info@valchoice.com).

The Insurance Perspectives Podcast - Trailer

Wed, 13 Sep 2023 05:00:00 -0700

Kenny Hendricks, Director of Partner Integrations and Host of The Insurance Perspectives podcast, welcomes you to this new podcast series brought to you by HawkSoft. Kenny will be facilitating discussions between HawkSoft Partners and an independent insurance agent who use their service. Join us as we have transparent conversations about technology partners to help agencies decide if the technology is right for their agency.