The Insurance Perspectives Podcast

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.TakeawaysWorking 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)________________________________________________________________________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/

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.TakewaysMulti‑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/AshmeadInsurancehttps://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)________________________________________________________________________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/

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.TakeawaysRunning a family‑owned insurance agency requires clear roles and accountabilityModernizing systems can improve efficiency without losing cultureTechnology works best when teams are involved and changes roll out graduallyStrong community relationships drive long‑term agency successClear processes make agencies easier to scale and protect against E&O riskLearn more about EAB Insurance Group:https://www.facebook.com/EABInsuranceGrouphttps://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)________________________________________________________________________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/

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.TakeawaysClear 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)________________________________________________________________________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/

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.TakeawaysSembley 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/patrioticinsurancegrouphttps://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 ________________________________________________________________________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/

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. TakeawaysSembley 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/sembleyTo 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/patrioticinsurancegrouphttps://www.linkedin.com/company/patriotic-insurance-group/________________________________________________________________________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/

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. TakeawaysProactive 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)________________________________________________________________________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/

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.TakeawaysCreating 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/BrightwayInsurancehttps://www.instagram.com/brightwayinsurancehttps://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)________________________________________________________________________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/

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.TakeawaysChallenges 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/foresightihttps://www.instagram.com/foresightinsurancehttps://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)________________________________________________________________________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/

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Jill Hall and Suzy Tawes from Landmark Insurance and Financial Group to discuss their experiences with Mivation. The conversation covers the challenges of commission management, the efficiency gains achieved through Mivation, and the overall value it brings to their agency. Jill shares insights on how Mivation has transformed their workflows, reduced stress, and improved agent satisfaction. The episode also touches on future enhancements and the importance of trust in financial reporting.TakeawaysMivation significantly reduced commission processing time from 40 hours to 4 hours.Mivation provides clarity and transparency in commission reporting for agents.The agency can now pay agents more promptly, improving satisfaction.The integration of Mivation has streamlined workflows and reduced stress for the team.Mivation is the most cost-effective solution compared to manual processes.The ability to track missing commissions proactively is a game changer.Learn more about Landmark Insurance & Financial Group:https://landmarkinsuranceinc.com/https://www.facebook.com/landmarkinchttps://www.linkedin.com/company/landmark-insurance-&-financial-group-inc-/To get in touch with today's guests, reach out below:Jill Hall (click here)Suzy Tawes (click here)Seth Preus (click here)Brad Boldt (click here)More information about Mivation:https://www.mivation.com/https://www.facebook.com/MivationSoftware/https://www.linkedin.com/company/mivationsoftware/________________________________________________________________________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/

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Seth Preus from Mivation to discuss what they can do to help independent agents. The conversation covers Mivation's innovative approach to automating commission reconciliation, the challenges faced by independent agents, and the importance of transparency and performance tracking in enhancing agency efficiency. The guests share insights on the onboarding experience with Mivation and how their tools can significantly reduce the time spent on commission processing, ultimately allowing agents to focus on sales and client relationships.TakeawaysMivation automates commission reconciliation for insurance agencies.Understanding carrier statements is crucial for accurate commission management.Mivation's technology allows for handling multiple carriers and formats.Transparency in commission data increases trust among producers.Integration with HawkSoft enhances data management and efficiency.Learn more about Mivation:https://www.mivation.com/https://www.facebook.com/MivationSoftware/https://www.linkedin.com/company/mivationsoftware/To get in touch with today's guests, reach out below:Seth Preus (click here)Jill Hall (click here)Suzy Tawes (click here)Brad Boldt (click here)More information about Landmark Insurance & Financial Group:https://landmarkinsuranceinc.com/https://www.facebook.com/landmarkinchttps://www.linkedin.com/company/landmark-insurance-&-financial-group-inc-/________________________________________________________________________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/

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.TakeawaysAI 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/agentforthefutureAI vendor landscape resource, click here.To get in touch with today's guest, reach out below:Dale Steinke (click here)Brad Boldt (click here)________________________________________________________________________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/

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.TakeawaysAI 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)________________________________________________________________________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/

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.TakeawaysCara 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/________________________________________________________________________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/

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.TakeawaysCara 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/________________________________________________________________________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/

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.TakeawaysAI 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/RightSurehttps://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/________________________________________________________________________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/

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.TakeawaysLiberate 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/RightSurehttps://www.linkedin.com/company/rightsure-insurance-group/________________________________________________________________________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/

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.TakeawaysEmbracing 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/fittsinsurancehttps://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/JumpSuitGrouphttps://www.linkedin.com/company/jump-suit-group/________________________________________________________________________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/

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.TakeawaysJumpsuit 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/JumpSuitGrouphttps://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/fittsinsurancehttps://www.linkedin.com/company/fitts-insurance-agency-inc-/________________________________________________________________________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/

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.TakeawaysInnovation 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)________________________________________________________________________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/

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."TakeawaysThe 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/tinsleyenglishTo get in touch with Tinsley and Ciara, reach out below:Tinsley English (click here)Ciara Gravier (click here) ________________________________________________________________________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/

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.TakeawaysNetworking 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/WillowWoodInsurancehttps://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) ________________________________________________________________________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/

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. TakeawaysACT 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/act4agentsTo get in touch with Kasey and Ciara, reach out below:Kasey Connors (click here)Ciara Gravier (click here) ________________________________________________________________________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/

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'sGrowth 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/hawksofthttps://instagram.com/hawkSofthttps://x.com/HawkSoft________________________________________________________________________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/

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.TakeawaysThe 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/callahanricehttps://www.linkedin.com/company/callahan-&-rice-insurance-group-inc-/To get in touch with Landon, reach out via LinkedIn.________________________________________________________________________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/

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.TakeawaysA 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.________________________________________________________________________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/

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.TakeawaysTransparency 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/________________________________________________________________________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/

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.TakeawaysIt'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.________________________________________________________________________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/

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.TakeawaysConsistency 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.________________________________________________________________________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/

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.TakeawaysCreating 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/saltinsurehttps://www.instagram.com/saltinsure________________________________________________________________________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/

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.TakeawaysIdentify 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:https://www.atkinsoninsuranceagency.com/https://www.facebook.com/AtkinsonInsurance/https://www.instagram.com/atkinsoninsuranceagency/More information about Cedar Risk Management:https://www.cedarrisk.com/https://www.facebook.com/CedarRisk/https://www.instagram.com/cedarrisk/Learn more about the HawkSoft User Group's Fall Regional Meetings by clicking here.________________________________________________________________________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/

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.TakeawaysServant 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.________________________________________________________________________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/

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.TakeawaysTrue 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:https://keystoneinsurance.com/https://www.facebook.com/bearriveragent/More information about PNW Insurance Group:https://www.pnwinsurancegroup.com/https://www.facebook.com/pnwinsurance/Learn more about the HawkSoft User Group's Fall Regional Meetings by clicking here.________________________________________________________________________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/

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.TakeawaysAttending 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:https://hawksoftusergroup.org/https://www.facebook.com/groups/Hawksofthttps://www.linkedin.com/company/hawksoftusergroupTo get in touch with George, reach out on LinkedIn.More information about Williamson Insurance Service:https://www.williamsoninsurance.net/https://www.facebook.com/WilliamsonInsuranceZanesville/https://www.linkedin.com/company/williamson-insurance-services/________________________________________________________________________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/

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.TakeawaysCulture 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/.________________________________________________________________________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/

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.TakeawaysApril 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/LevitateAIhttps://www.instagram.com/levitateai/ ________________________________________________________________________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/

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.TakeawaysLevitate 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/LevitateAIhttps://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/________________________________________________________________________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/

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. TakeawaysRPost 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/RPostInchttps://www.linkedin.com/company/rpost/________________________________________________________________________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/

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.TakeawaysRPost 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/RPostInchttps://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/________________________________________________________________________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/

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.TakeawaysSembley 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/________________________________________________________________________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/

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.TakeawaysEmbrace 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/________________________________________________________________________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/

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.TakeawaysConflict 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/________________________________________________________________________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/

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.TakeawaysOnboarding 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/epaypolicyhttps://www.linkedin.com/company/epaypolicy/________________________________________________________________________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/

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.TakeawaysePay 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/epaypolicyhttps://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/________________________________________________________________________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/

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.TakeawaysCommunity 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/maverickriskpartnershttps://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.________________________________________________________________________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/

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.TakeawaysCommunity 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/t5insurancehttps://www.instagram.com/t5insurance/https://www.youtube.com/@t5insuranceservices796To get in touch with Stephen, reach out by clicking here.________________________________________________________________________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/

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.TakeawaysPizza 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________________________________________________________________________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/

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.TakeawaysCustomer 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/________________________________________________________________________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/

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.TakeawaysClaimSetter 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/________________________________________________________________________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/

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.TakeawaysUnderstanding 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 [email protected] or reach out below:Paul Moyes (click here)Linda Anderson (click here)________________________________________________________________________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/