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The Insurance Perspectives podcast provides honest, open, and transparent conversations with insurance technology companies in the independent insurance industry. There will be a two-part series highlighting members of the HawkSoft API Partner Program. Part one will focus on the company and how their technology helps the independent agent. Part two will focus on an independent agent and dive further into how this technology helps their agency be more efficient.
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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 challe…
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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…
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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-s…
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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 i…
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Increasing Agency Efficiency with Mick Hunt
29:32
29:32
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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 t…
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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 …
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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 t…
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Agents Brokers United & Navigating Trade Shows
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43:04
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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 import…
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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 integra…
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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 outrea…
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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 …
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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 effi…
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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, Bridg…
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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 independe…
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Insurance Agent App, Pt. 2 - Heather Killian
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26:52
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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 informati…
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Insurance Agent App, Pt. 1 - Kiki Johnson
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41:19
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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 extend…
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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 experti…
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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 experie…
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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 aut…
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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 in…
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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/…
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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 wit…
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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 respo…
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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 …
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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 …
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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.facebo…
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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…
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On this episode of the Insurance Perspectives podcast, we sit down with Kirk Chester of GRIT Insurance Group to talk about how Adapt API 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 …
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On this episode of The Insurance Perspectives podcast, we sit down with Jacob Simon of Adapt API to talk about how Adapt automatically completes mundane tasks, freeing up your staff to focus on more important tasks. Learn more about Adapt API: https://adaptinsurance.com/ https://www.linkedin.com/company/adapt-insurance/ To get in touch with today's…
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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…
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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…
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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 …
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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 wit…
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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/patrioticinsuranc…
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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://t…
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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 …
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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/ Polic…
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The Insurance Perspectives Podcast - Trailer
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0:49
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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…
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