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How to Choose Technology Partners

Episode 15 of the The Insurance Perspectives Podcast podcast, hosted by HawkSoft, titled "How to Choose Technology Partners" was published on December 26, 2023 and runs 62 minutes.

December 26, 2023 ·62m · The Insurance Perspectives Podcast

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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...

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:

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/

________________________________________________________________________

If you’re looking to reach out to HawkSoft, please email [email protected].

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/

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