EPISODE · Dec 26, 2023 · 1H 2M
How to Choose Technology Partners
from The Insurance Perspectives Podcast · host HawkSoft
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/selectinsserviceMore 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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftMusic by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/
What this episode covers
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...
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How to Choose Technology Partners
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