Lightspeed Voice Pt. 1 - Jacob Smith The Insurance Perspectives podcast

28:10

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Jake Finnell from RPost and Brenda James from Matthews 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. Takeaways RPost provides secure email services tailored for the insurance industry. Customer success is a key differentiator in the competitive insurance market. RPost has evolved its services to meet the needs of the insurance sector. Building relationships with customers is vital for success in insurance. RPost emphasizes customer service and support for its clients. Learn more about RPost: https://rpost.com/ https://www.facebook.com/RPostInc https://www.linkedin.com/company/rpost/ To get in touch with today's guests, reach out below: Jake Finnell ( click here ) Brenda James ( click here ) More information about Mathews Insurance: https://mathewsinsurance.com/ https://www.facebook.com/MathewsInsuranceinc/ https://www.instagram.com/mathewsinsuranceinc/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
A Prospect's Perspective with Sembley & Aron Robertson 19:30

9 days ago19:30

19:30

In this episode of the Insurance Protectors podcast, Aron Robertson interviews Joseph G. Ems from Sembley, discussing the importance of data ownership in insurance, the benefits of Sembley's technology for streamlining the insurance process, and the shift from personal to commercial lines among independent agents. They explore Sembley's origin story, its competitive advantages, and how it addresses common challenges like loss runs, ultimately emphasizing the need for efficiency and security in the insurance industry. Takeaways Sembley streamlines the Accord and supplemental form process. Sembley aims to simplify the intake process for agents. A single source of truth is essential for efficiency. User-friendly software is a priority for Sembley. Addressing loss runs is a key focus for Sembley's future developments. Efficiency in agency operations leads to better customer experiences. Learn more about Sembley: https://sembley.com/ https://www.linkedin.com/company/sembley/ To get in touch with today's guests, reach out below: Joseph G. Ems ( click here ) Aron Robertson ( click here ) More information about Robertson Insurance Group: https://aronrobertsoninsurance.com/ https://www.facebook.com/RobertsonInsuranceGrp/ https://www.instagram.com/robertsoninsurancegrp/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Navigating Conflict Pt. 2 with Elia Gourgouris Ph.D. 28:43

16 days ago28:43

28:43

In this episode of the Insurance Perspectives Podcast, we share Elia Gourgouris's presentation on navigating conflict from the 2025 HawkSoft User Group National Conference, #HUGatSea. Elia emphasizes the importance of self-awareness, adaptability, and kindness in resolving conflicts. By identifying whether we fall into victim, critic, bystander, or navigator roles, we can better manage our responses to challenges. He encourages listeners to embrace challenges, practice gratitude, and foster a safe environment for open communication within teams. Takeaways Embrace challenges and understand that we have a choice. Identify your default personality type when facing conflict. Flexibility and adaptability are crucial in navigating life's challenges. Gratitude can transform our perspective on difficulties. Navigators take action and maintain a positive outlook. Creating a safe environment encourages open communication. Curiosity helps reduce conflict and fosters understanding. Empathy is essential for effective conflict resolution. To reach out to Elia, visit: https://www.dreliagourgouris.com/ https://www.linkedin.com/in/thehappinessdoctor/ https://www.instagram.com/dr.eliag/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Navigating Conflict Pt. 1 with Elia Gourgouris Ph.D. 26:50

23 days ago26:50

26:50

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Elia Gourgouris to discuss the complexities of workplace conflict and resolution. He emphasizes the importance of vulnerability in leadership, the necessity of clear communication, and the role of curiosity in understanding differing perspectives. The conversation also touches on the challenges of family dynamics in business and the need for boundaries to maintain professionalism. Takeaways Conflict is part of human nature and inevitable in the workplace. Vulnerability in leadership fosters connection and trust among team members. Clear communication is essential to avoid misunderstandings and future conflicts. Conflict can lead to great results if handled properly and collaboratively. Leaders should encourage open dialogue and challenge the status quo. Setting boundaries is important in maintaining professionalism in family businesses. To reach out to Elia, visit: https://www.dreliagourgouris.com/ https://www.linkedin.com/in/thehappinessdoctor/ https://www.instagram.com/dr.eliag/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
A Follow-Up Conversation with ePayPolicy, Pt. 2 - Sandi Copson 27:55

30 days ago27:55

27:55

In this episode of the Insurance Perspectives podcast, Kenny Hendricks, Zac Franz, and Sandi Copson discuss the integration of ePayPolicy at O'Quinn Insurance. Sandi shares insights on the agency's history, their experience with ePay, and how the integration has streamlined workflows and improved client interactions. The conversation also touches on an agent's experience giving feedback to ePay and the overall value that ePay brings to the agency and its clients. Takeaways Onboarding with ePay was straightforward. The integration with HawkSoft has significantly reduced manual processes. Client experience is a top priority for O'Quinn Insurance. Finance Connect is expected to enhance payment processing further. Feedback from the agency is crucial for improving ePay and HawkSoft services. Sandi appreciates the family-like culture at HawkSoft and their commitment to client success. Learn more about about O'Quinn Insurance: https://floridasinsuranceagency.com/ https://www.facebook.com/OQuinnInsuranceServices/ https://www.instagram.com/oquinninsuranceservices/ To get in touch with today's guests, reach out to them via LinkedIn: Sandi Copson ( click here ) Zac Franz ( click here ) More information on ePayPolicy: https://epaypolicy.com/ https://www.facebook.com/epaypolicy https://www.linkedin.com/company/epaypolicy/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
A Follow-Up Conversation with ePayPolicy, Pt. 1 - Zac Franz 31:31

5 weeks ago31:31

31:31

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Zac Franz from ePay Policy to discuss the evolution of ePay, its new features, and the impact on agency operations and client experiences. The conversation touches on the importance of data ownership in the insurance industry, emphasizing the need for agencies to maintain control over their data. They highlight ePay's innovative solutions, such as Finance Connect, and their vision for expanding the payables network to enhance service delivery and customer satisfaction. Takeaways ePay helps agencies speed up receivables for faster coverage. The company has significantly expanded its team to enhance offerings. New features include a quoting and invoicing tool for better integration. The two-way integration with HawkSoft allows seamless payment processing. Client experience is a top priority for agencies using ePay. Data ownership is crucial for agencies in the insurance ecosystem. ePay's growth has been measured and focused on maintaining culture. The ease of use of ePay tools has improved agency operations. Sandy Copson highlights the positive impact on their CFO's workload. Learn more about ePayPolicy: https://epaypolicy.com/ https://www.facebook.com/epaypolicy https://www.linkedin.com/company/epaypolicy/ To get in touch with today's guests, reach out to them via LinkedIn: Zac Franz ( click here ) Sandi Copson ( click here ) More information about O'Quinn Insurance: https://floridasinsuranceagency.com/ https://www.facebook.com/OQuinnInsuranceServices/ https://www.instagram.com/oquinninsuranceservices/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
LeO Pt. 2 - Steve Donigan 23:02

6 weeks ago23:02

23:02

In this episode of the Insurance for Insurance Perspectives podcast, host Kenny Hendricks discusses the impact of LeO in Donigan Insurance with Steve Donigan and Camille. The conversation explores the agency's niche focus on landlords and investors, the challenges they faced before adopting LeO, and how the platform has transformed their lead generation and marketing efforts. The guests share their experiences, feedback on LeO, and the overall value it brings to their agency, emphasizing the importance of quality leads and customer service. Takeaways LeO has significantly streamlined their lead generation process. Before LeO lead generation was tedious and labor-intensive. LeO allows for targeted marketing to landlords and investors. The agency has built a substantial email list for marketing purposes. Feedback from users is actively sought and implemented by LeO. The partnership with LeO has enhanced the agency's efficiency and effectiveness. The agency values the responsive customer service provided by LeO. Learn more about Donigan Insurance: https://www.doniganinsurance.com/ https://www.facebook.com/insuranceagentadvisorsnyinsurancebusinesspersonal/ https://www.linkedin.com/in/doniganinsurancesavesyou/ https://x.com/SteveDonigan To get in touch with today's guests, reach out below: Steve Donigan ( click here ) Scott Angell ( click here ) More information about LeO: https://www.meetleo.com/ https://www.linkedin.com/company/meetleo/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
LeO Pt. 1 - Scott Angell 25:38

7 weeks ago25:38

25:38

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks discusses the role of LeO in an independent insurance agency with Scott Angell. The conversation explores how an agency utilizes LeO as a prospecting tool, the evolution of LeO, the importance of data ownership, and the challenges and rewards of working with insurance agencies. Takeaways The goal of LeO is to help agents build a book of business by pinpointing their ideal market. LeO provides key data points to help brokers prepare for sales calls. Donigan Insurance has seen significant growth in new landlord clients through LeO. The integration of LeO with Hawksoft enhances agency operations. The collaboration between technology providers and agencies is essential for growth. Learn more about LeO: https://www.meetleo.com/ https://www.linkedin.com/company/meetleo/ To get in touch with today's guests, reach out below: Scott Angell ( click here ) Steve Donigan ( click here ) More information about Donigan Insurance: https://www.doniganinsurance.com/ https://www.facebook.com/insuranceagentadvisorsnyinsurancebusinesspersonal/ https://www.linkedin.com/in/doniganinsurancesavesyou/ https://x.com/SteveDonigan ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
The Importance of Service with Maverick Risk Partners 31:42

8 weeks ago31:42

31:42

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks discusses the importance of community engagement and volunteering with Dawn Bijou Janes-Bartley and Mark Sacay from Maverick Risk Partners. They share their experiences and insights on how their agency supports local communities, the challenges and joys of volunteering, and the significance of giving back as independent agents. They emphasize the need for agencies to be involved in their communities and the impact of volunteer work on agency culture. Takeaways Community engagement is essential for independent insurance agencies. Volunteering can be tailored to individual passions and skills. Choosing which volunteer opportunities to pursue can be challenging. Both guests agree on the importance of giving back to the community. Community involvement enhances agency culture and relationships. Learn more about Maverick Risk Partners: https://maverickriskpartners.com/ https://www.facebook.com/maverickriskpartners https://www.linkedin.com/company/maverick-risk-partners/ To get in touch with Dawn, reach out by clicking this link . To get in touch with Mark, reach out by clicking this link . Organizations mentioned in the episode: The Link – supports youth and families experiencing homelessness, young people who are survivors of sex trafficking, and youth who are involved in the juvenile justice system. TreeHouse Hope – focuses on serving teens in communities in Minnesota and across the USA through support groups, opportunities for belonging, faith-based connections, mentorship and educational or vocational coaching. Foster Adopt Minnesota – supports Minnesota’s adoptive, foster, and kinship families and the professionals who work in these communities. The Mission Continues – a national nonprofit organization that connects military veterans with new missions in under-resourced communities. Big Brothers Big Sisters of America – helps children realize their potential and build their futures. They nurture children and strengthen communities. Ampersand Families – help older youth and teens in foster care join safe, loving, permanent families through adoption. Book mentioned in the episode: The Second Mountain: The Quest for a Moral Life by David Brooks. ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Building Relationships In Your Community with T5 Insurance Services 33:10

9 weeks ago33:10

33:10

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Stephen Turnbull of T5 Insurance Services to discuss the importance of community engagement and volunteering. Stephen shares his journey in the insurance industry and how he actively participates in community service through various organizations like Rotary and the local chamber of commerce. The conversation highlights the balance between business and volunteering, the impact of community involvement on agency culture, and the long-term benefits of building relationships through service. Takeaways Community engagement builds trust and accountability with clients. Creating impactful events can significantly benefit local causes. Volunteering is a long-term investment in community relationships. Building a culture of volunteering enhances agency morale. Relationships formed through volunteering can lead to business opportunities. Acting like a big agency from day one sets a strong foundation. Learn more about T5 Insurance Services: https://www.t5insurance.com/ https://www.facebook.com/t5insurance https://www.instagram.com/t5insurance/ https://www.youtube.com/@t5insuranceservices796 To get in touch with Stephen, reach out by clicking here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
The Pizza Perspectives Podcast presented by Wild Mike’s Ultimate Pizza 35:30

10 weeks ago35:30

35:30

Disclaimer : This is an April Fool's joke podcast. We will return to insurance-related content next week. Thank you! In this episode of the Pizza Perspectives presented by Wild Mike’s Ultimate Pizza, hosts Kenny Hendricks and Jeff White discuss their love for pizza, share stories about local pizzerias, the history of frozen pizza, and draft their perfect frozen pizza pie. They explore the significance of pizza in their lives, highlight unique pizza places, and engage in a lively debate about controversial pizza topics. The conversation highlights the nostalgia and convenience of frozen pizza, while also emphasizing the importance of supporting local pizzerias. The conversation is filled with humor, nostalgia, and a shared love for pizza, making it a delightful listen for pizza enthusiasts. Takeaways Pizza is not just food; it's a cultural experience. Local pizzerias often have unique stories and flavors. Flatbreads do not qualify as pizza in their opinion. Cold pizza can be just as enjoyable as hot pizza. The quality of sauce is crucial for pizza integrity. Frozen pizza has a rich history dating back to the 1950s. The frozen pizza market is worth nearly $20 billion. Pizza can be a healthy meal option when made with the right ingredients. Frozen pizza is convenient for families and late-night snacks. To get in touch with today's guests, reach out below: Kenny Hendricks ( click here ) Jeff White ( click here ) Music by Anastasia Chubarova from Pixabay ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
ClaimSetter Pt. 2 - Torry Wilcox 31:18

11 weeks ago31:18

31:18

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with Torry Wilcox to discuss the role of ClaimSetter in his agency. The conversation explores the challenges faced by agencies in the claims process, the importance of customer experience, and how ClaimSetter serves as a valuable partner in improving client satisfaction and retention. Takeaways Customer experience is crucial in retaining clients. ClaimSetter helps improve the claims experience significantly. Speed and efficiency in claims handling leads to happier clients. Communication with clients during the claims process is vital. Learn more about Insure Pro: https://www.insurepro.biz/ https://www.facebook.com/insureproins/ https://www.instagram.com/insureprollc/ To get in touch with today's guests, reach out below: Torry Wilcox ( click here ) Elnor Rozenrot ( click here ) More information about ClaimSetter: https://www.claimsetter.com/ https://www.linkedin.com/company/claimsetter/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
ClaimSetter Pt. 1 - Elnor Rozenrot 28:36

12 weeks ago28:36

28:36

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Elnor Rozenrot of ClaimSetter and Torry Wilcox from Insure Pro. They discuss the challenges of the insurance claims process, the importance of trust between parties, and how ClaimSetter aims to streamline claims for a better customer experience. The conversation also touches on data ownership, the inertia within the insurance industry, and the opportunities for agencies to enhance their service offerings. Takeaways ClaimSetter simplifies the claims process into three stages. A good claims experience can enhance customer retention. Inertia in the insurance industry presents challenges. Every agency has unique needs and challenges. There is significant potential for innovation in insurance. Learn more about ClaimSetter: https://www.claimsetter.com/ https://www.linkedin.com/company/claimsetter/ To get in touch with today's guests, reach out below: Elnor Rozenrot ( click here ) Torry Wilcox ( click here ) More information about Insure Pro: https://www.insurepro.biz/ https://www.facebook.com/insureproins/ https://www.instagram.com/insureprollc/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
How to Sell to HawkSoft Agencies 39:28

13 weeks ago39:28

39:28

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with members of the HawkSoft sales team, Paul Moyes and Linda Anderson, to explore the unique sales approach of HawkSoft. The conversation delves into the consultative sales philosophy that prioritizes building relationships over meeting quotas, the characteristics of HawkSoft customers, and the motivations that drive them. The discussion also highlights the importance of understanding the insurance industry and the value of long-term connections with clients. Takeaways Understanding the customer's needs is paramount. The sales process should be tailored to the customer's timeline and needs, not the salesperson's agenda. A consultative approach fosters trust and leads to better customer relationships. Clear communication about goals and expectations is essential in the sales process. Slow down and take your time in the sales process. Do not talk down about competitors; focus on your strengths. Building relationships with clients is key to success. Learn more about HawkSoft and their dedication to delivering a "purple cow" experience by visiting this link . To get in touch with today's guests, email sales@hawksoft.com or reach out below: Paul Moyes ( click here ) Linda Anderson ( click here ) ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Elevate Teams Pt. 2 - Gail Crozier 33:17

14 weeks ago33:17

33:17

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Gail Crozier, Chief Operations Officer of Woodland Park Insurance Services, and Dominic Piccirillo from Elevate Teams. They discuss the transition of Woodland Park to a fully remote agency, the integration of virtual assistants, and the significant impact Elevate Teams has had on their operations. Gail shares her journey in the insurance industry and how Elevate Teams has helped streamline processes and improve customer service. The conversation highlights the importance of treating team members well and the value of building a supportive work environment. Takeaways Elevate Teams provides high-quality virtual assistants for agencies. The agency has grown significantly despite challenges in California. Gail emphasizes the importance of a supportive team environment. Virtual assistants handle non-licensed tasks, allowing agents to focus on sales. Elevate Teams offers continuous learning opportunities for their VAs. Gail values the integration of VAs into her agency's culture. Learn more about Woodland Park Insurance Services: https://www.wpins.com/ https://www.facebook.com/WoodlandParkInsurance https://www.linkedin.com/company/woodland-park-insurance-services/ To get in touch with today's guests, reach out below: Gail Crozier ( click here ) Dominic Piccirillo ( click here ) More information about Elevate Teams: https://elevateteams.io/ https://www.linkedin.com/company/elevate-teams/ https://www.instagram.com/elevateteams.io/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Elevate Teams Pt. 1 - Dominic Piccirillo 32:13

15 weeks ago32:13

32:13

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Dominic Piccirillo, co-founder of Elevate Teams, and Gail Crozier from Woodland Park Insurance Services. They discuss the role of virtual assistants in the insurance industry, the importance of data ownership and security, and the challenges and successes of integrating virtual assistants into insurance agencies. The conversation highlights the value of building relationships and the positive impact of virtual assistants on agency efficiency and employee satisfaction. Takeaways Elevate Teams provides high-quality virtual assistants for insurance agencies. Happy employees lead to happy customers and increased referrals. Training and integration of VAs require effort but yield significant long-term benefits. Building strong relationships with VAs can lead to meaningful connections. The vetting process for Elevate Teams ensures high-quality talent. Effective communication and training are key to successful VA integration. Learn more about Elevate Teams: https://elevateteams.io/ https://www.linkedin.com/company/elevate-teams/ https://www.instagram.com/elevateteams.io/ To get in touch with today's guests, reach out below: Dominic Piccirillo ( click here ) Gail Crozier ( click here ) More information about Woodland Park Insurance Services: https://www.wpins.com/ https://www.facebook.com/WoodlandParkInsurance https://www.linkedin.com/company/woodland-park-insurance-services/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Rhodian Group Pt. 2 - Jim Dahoney 27:20

16 weeks ago27:20

27:20

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Jim Dahoney from Marshall+Sterling about how they use Rhodian Group in their agency. Jim discusses the importance of technology in the insurance industry, the unique employee ownership model at Marshall+Sterling, and how partnering with Rhodian Group has transformed their operations. Jim shares insights on the challenges faced by independent agencies and the value of having a reliable technology partner to streamline processes and enhance efficiency. Takeaways Rhodian Group provides a comprehensive IT solution for agencies. The partnership with Rhodian has allowed Marshall+Sterling to focus on core business activities. Technology in insurance is evolving. Having a reliable partner can mitigate risks and enhance operational efficiency. Rhodian Group offers scalable solutions for agencies of all sizes. Investing in technology can lead to significant time and cost savings. Learn more about Marshall+Sterling: https://marshallsterling.com/ https://www.facebook.com/marshallsterling https://www.instagram.com/marshallsterlinginsurance/ To get in touch with today's guests, reach out below: Jim Dahoney ( click here ) Kris Bryant ( click here ) More information about Rhodian Group: https://rhodiangroup.com/ https://www.facebook.com/RhodianGroup https://www.linkedin.com/company/therhodiangroup/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Rhodian Group Pt. 1 - Kris Bryant 24:16

17 weeks ago24:16

24:16

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Kris Bryant from Rhodian Group and Jim Dahoney from Marshall+Sterling. The discussion focuses on how Rhodian Group provides managed IT services, cybersecurity, and compliance solutions to enhance productivity and mitigate risks for insurance agencies. Kris share insights on the unique value proposition of Rhodian Group, the significance of data ownership, and the challenges faced in collaborating with insurance agencies. Takeaways Insurance knowledge is critical for effective service delivery in the industry. Agents own their data and Rhodian Group acts as stewards. Rhodian Group's services help agencies focus on their core business. The relationship between Rhodian Group and insurance agencies is built on trust and collaboration. The importance of operational excellence in the insurance sector is highlighted. Learn more about Rhodian Group: https://rhodiangroup.com/ https://www.facebook.com/RhodianGroup https://www.linkedin.com/company/therhodiangroup/ To get in touch with today's guests, reach out below: Kris Bryant ( click here ) Jim Dahoney ( click here ) More information about Marshall+Sterling: https://marshallsterling.com/ https://www.facebook.com/marshallsterling https://www.instagram.com/marshallsterlinginsurance/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Navigating Remote Staff Dynamics with Michael Cruz 33:23

18 weeks ago33:23

33:23

In this conversation, Michael Cruz of Foresight Insurance shares his insights on effective hiring and onboarding strategies, the importance of a structured learning management system, and the transition to a hybrid work environment. He discusses the implementation of a four-day work week to enhance employee satisfaction and the significance of monitoring staff morale and career development. Michael emphasizes the need for agencies to embrace change and technology to remain competitive in the industry. Takeaways Always be recruiting, even when you're not hiring. Hire in advance, train in advance, and never stop hiring. A learning management system allows you to control the curriculum. Do not assign accounts to individual CSRs; service as a team. Don't fall behind; keep improving your processes. Learn more about Foresight Insurance: https://www.foresighti.com/ https://www.facebook.com/foresighti https://www.instagram.com/foresightinsurance https://www.linkedin.com/company/foresight-insurance-llc/ To get in touch with Michael, reach out by clicking here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Lightspeed Voice Pt. 2 - Bogus Handzel 29:18

19 weeks ago29:18

29:18

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks talks with Jacob Smith and Bogus Handzel about Lightspeed Voice. The conversation delves into the legacy of Handzel & Associates Insurance, the importance of customer service, and the role of technology in enhancing agency operations. Bogus shares insights on the challenges and benefits of adopting new technology, emphasizing the need for effective communication and community engagement. Takeaways Customer service is a critical differentiator in a competitive market. Technology can streamline operations and enhance customer experience. Effective communication is essential for agency success. Agencies must adapt to changing market dynamics and customer needs. Partnerships with technology providers should focus on mutual growth. Continuous improvement and feedback are vital for technology integration. Agencies should prioritize features that enhance operational efficiency. Learn more about Handzel & Associates Insurance: https://www.handzel.com/ https://www.facebook.com/HandzelAssociates/ https://www.linkedin.com/company/handzel/ To get in touch with today's guests, reach out below: Bogus Handzel ( click here ) Jacob Smith ( click here ) More information about Lightspeed Voice: https://www.lightspeedvoice.com/ https://www.facebook.com/lsvoice/ https://www.linkedin.com/company/lightspeedvoice/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Lightspeed Voice Pt. 1 - Jacob Smith 28:13

20 weeks ago28:13

28:13

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Jacob Smith from Lightspeed Voice and Bogus Handzel from Handzel & Associates. The discussion revolves around the unique offerings of Lightspeed Voice, particularly its focus on the insurance industry, the importance of customer support, and the significance of data ownership for agencies. Takeaways Lightspeed Voice is tailored specifically for insurance agencies. Customer support is a key differentiator for Lightspeed Voice. Data ownership is crucial for agencies using technology platforms. Integration with agency management systems enhances efficiency Learn more about Lightspeed Voice: https://www.lightspeedvoice.com/ https://www.facebook.com/lsvoice/ https://www.linkedin.com/company/lightspeedvoice/ To get in touch with today's guests, reach out below: Jacob Smith ( click here ) Bogus Handzel ( click here ) More information about Handzel & Associates Insurance: https://www.handzel.com/ https://www.facebook.com/HandzelAssociates/ https://www.linkedin.com/company/handzel/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
b atomic Pt. 2 - JR Bell 34:07

21 weeks ago34:07

34:07

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with JR Bell, owner of Bell Insurance Solutions, and Seth Zaremba from b atomic. They discuss JR's journey from a captive insurance agent to an independent agency owner, the importance of technology in enhancing agency operations, and how neon has transformed JR's agency by automating processes and improving efficiency. Takeaways The core of insurance is helping people and solving their problems. neon allows for customization and efficiency in agency operations. Data-driven insights help agencies make informed decisions. Automation can significantly reduce the time spent on routine tasks. Agencies can scale without necessarily increasing staff by leveraging technology. Understanding the cost of operations is key to agency success. Technology should enhance the agent's ability to serve clients, not dictate their processes. Learn more about Bell Insurance Solutions: https://getbellinsurance.com/ https://www.facebook.com/BellInsuranceSolutions/ https://www.linkedin.com/company/bell-insurance-solutions/ https://www.instagram.com/bellinsurancesolutionsllc/ To get in touch with today's guests, reach out below: JR Bell ( click here ) Seth Zaremba ( click here ) More information about b atomic's neon platform: https://www.batomic.com/ https://www.linkedin.com/company/b-atomic-llc/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
b atomic Pt. 1 - Seth Zaremba 32:14

22 weeks ago32:14

32:14

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Seth Zaremba from b atomic and JR Bell from Bell Insurance Solutions about the neon platform and its impact on independent insurance agencies. They discuss the importance of automation, data ownership, and the challenges faced by agencies in adapting to new technologies. The conversation highlights the need for a growth mindset and the role of independent agents in their communities. Takeaways The neon platform focuses on CRM, workflows, and data integration. Automation is essential for independent agencies to remain competitive. Data ownership is crucial for agencies, and b atomic ensures agents own their data. Technology should enhance agency processes, not dictate them. The partnership between b atomic and HawkSoft supports agency growth. A growth mindset is vital for agencies looking to thrive in the future. Learn more about b atomic's neon platform: https://www.batomic.com/ https://www.linkedin.com/company/b-atomic-llc/ To get in touch with today's guests, reach out below: Seth Zaremba ( click here ) JR Bell ( click here ) More information about Bell Insurance Solutions: https://getbellinsurance.com/ https://www.facebook.com/BellInsuranceSolutions/ https://www.linkedin.com/company/bell-insurance-solutions/ https://www.instagram.com/bellinsurancesolutionsllc/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Finding an Attitude of Gratitude with HawkSoft 42:12

28 weeks ago42:12

42:12

In this special episode of the Insurance Perspectives podcast, Kenny Hendricks discusses HawkSoft's core value of 'Attitude of Gratitude' with the three co-founders of the company. Sean Hawkins, Paul Hawkins, and Jason Hansen explore the origins of this value, its impact on company culture, leadership, and daily operations. The conversation emphasizes the importance of expressing gratitude in the workplace and how it fosters positive relationships among employees and with clients. Takeaways Gratitude can transform workplace culture. Core values guide decision-making at HawkSoft. Expressing thanks improves relationships and morale. Gratitude is essential for personal and professional growth. Thankfulness leads to happiness, not the other way around. Practicing gratitude can help alleviate stress. Building relationships is at the heart of gratitude. For more information on HawkSoft's core values, visit: https://www.hawksoft.com/about/core-values/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Navigating Technology and Processes Pt. 5 - Bradley Flowers 38:56

29 weeks ago38:56

38:56

In this episode of the Insurance Prospectors podcast, host Kenny Hendricks speaks with Bradley Flowers, founder of Portal Insurance, about the evolving landscape of technology in the insurance industry. They discuss the importance of innovative technologies, the current tech stack at Portal Insurance, and the balance between hiring personnel and implementing technology for agency growth. Bradley emphasizes the necessity of having established processes before integrating technology and shares insights on how to effectively scale an agency. Takeaways Technology should reduce multiple entries, not increase them. Agencies often suffer from shiny object syndrome with tech. A solid tech stack is crucial for agency efficiency. Processes must be established before implementing technology. Data integrity in AMS is vital for agency growth. Balancing technology and personnel is key to scaling. Learn more about Bradley Flowers and Portal Insurance: https://portalinsurance.com/ https://www.linkedin.com/in/bradleyflowers/ https://www.instagram.com/bradleyflowers__/ https://www.facebook.com/insurancesaraland https://x.com/Bradleyflowers7 Listen to Bradley's podcast that he co-hosts with Scott Howell, The Insurance Guys Podcast . Watch Scott Howell's episode of the Insurance Perspectives podcast by clicking here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Navigating Technology and Processes Pt. 4 - Stephen Harrington-Descoteaux 31:24

30 weeks ago31:24

31:24

In this episode of the Insurance Perspectives podcast, Stephen Harrington-Descoteaux discusses the importance of agency culture, the role of technology in independent insurance agencies, and the necessity of clean data. He emphasizes the balance between automation and personal touch, especially in client interactions, and shares insights on how agencies can maximize their technology usage. Takeaways Culture is crucial for independent agents to thrive. Understanding agency needs is key to growth. Automation can streamline many agency processes. Not everything should be automated; personal touch matters. Clean data is essential for effective decision-making. Maintaining personal connections is vital in larger agencies. Learn more about Agency Performance Partners: https://www.agencyperformancepartners.com/ https://www.facebook.com/agencyperformancepartners https://www.instagram.com/appsinsurance/ https://www.linkedin.com/company/agency-performance-partners/ To connect with Stephen, reach out via LinkedIn by clicking here or contact via the Agency Performance Partners website . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Navigating Technology and Processes Pt. 3 - Ryan Hanley 40:20

31 weeks ago40:20

40:20

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Ryan Hanley, CEO of Finding Peak, about the evolution of technology in the insurance industry. They discuss the importance of defining agency identity before selecting technology, the journey of Hanley's own agency, Rogue Risk, and the cultural changes necessary for agency success. The conversation emphasizes that technology should serve the agency's needs and that employee satisfaction is crucial for customer satisfaction. Takeaways You have to figure out who you want to be first as an agency. Customer satisfaction is a derivative of employee satisfaction. If you are the number one producer in your agency, you are doing something wrong. You need to have one or two powerful needle moving moments each day. You have to get out of this mindset of identifying as independent insurance agents. The most important piece of technology in an agency are the human beings. Learn more about Ryan Hanley and Finding Peak: https://ryanhanley.com/ https://www.instagram.com/ryan_hanley https://www.linkedin.com/in/ryanhanley/ https://www.youtube.com/c/ryanmhanley ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Navigating Technology and Processes Pt. 2 - Peggy Corbett 36:47

32 weeks ago36:47

36:47

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Peggy Corbett of Agency Transformations about the intersection of technology and process in independent insurance agencies. They discuss the importance of revitalizing business processes and how automation can enhance agency operations. Peggy emphasizes the need for strong client interaction and the significance of utilizing technology effectively. Takeaways Agencies often underutilize their existing technology. Automation can help streamline mundane tasks. Understanding the market is essential for client education. Agencies should focus on maximizing their management systems. Technology should complement existing processes, not replace them. Regular account reviews are vital for client relationships. Agencies need to support carriers that support them. Learn more about Agency Transformation https://www.agencytransform.com/ https://www.facebook.com/agencytransform To connect with Peggy, reach out via LinkedIn by clicking here or contact via the Agency Transformation website . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Navigating Technology and Processes Pt. 1 - Chris Cline 39:54

33 weeks ago39:54

39:54

In this episode, Kenny Hendricks interviews Chris Cline, executive director of ACT, the Agents Council for Technology, about the role of technology in the insurance industry. They discuss the importance of finding a community to join and learn from, the transformation of ACT, and the adoption of AI in agencies. He also encourages agencies to talk to their tech providers and carriers to understand their roadmap and influence the development of AI solutions. The conversation explores the importance of understanding the problem before seeking technological solutions and emphasizes the need for agencies to slow down to evaluate their current processes before adopting new technology. Takeaways ACT brings together carriers, technology providers, and agents in a neutral and collaborative space to discuss technology. Most agencies will be consumers of AI products rather than builders. Exploring resources outside the industry can provide a broader perspective on AI. Attending industry events and connecting with trade associations can provide valuable insights and networking opportunities. Collaborating with peers and learning from their experiences can help agencies make informed decisions about technology adoption. The insurance industry is diverse, and agencies should consider their unique business models and infrastructure when evaluating technology solutions. Learn more about ACT: https://www.independentagent.com/ACT https://x.com/ACT4Agents https://www.facebook.com/independentagent To connect with Chris, reach out via LinkedIn by clicking here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Mental Health Pt. 5 - Scott Howell 42:46

34 weeks ago42:46

42:46

In this episode, Kenny Hendricks interviews Scott Howell of iProtect Insurance and Financial Services about mental health as an agency owner. He emphasizes the value of having a great team and not letting other people control your mood. Scott emphasizes the importance of honesty and transparency in building relationships and believes that sharing the bad and the mistakes can be more valuable than showcasing only the good. He also discusses the significance of expressing love and appreciation to others. Scott concludes by highlighting the importance of positive energy and self-awareness in leadership. Takeaways Maintaining a positive attitude is important in business and life. Being open and honest can lead to more meaningful connections and success. Recognize that the present and future are more important than the past. Positive energy and self-awareness are crucial in leadership. Being a public figure comes with a responsibility to make good decisions. Learn more about iProtect Insurance and Financial Services: https://iprotectinsurance.com/ https://www.facebook.com/iprotectinsurance https://www.instagram.com/iprotectinsurance/ https://x.com/iPROTECTinsured To connect with Scott, reach out via LinkedIn by clicking here . Book recommendations: Greenlights by Matthew McConaughey How Will You Measure Your Life? by Clayton M. Christensen, James Allworth, and Karen Dillon Good Vibes, Good Life: How Self-Love Is the Key to Unlocking Your Greatness by Vex King ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Mental Health Pt. 4 - Patty Lares 39:27

35 weeks ago39:27

39:27

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Patty Lares, owner of AA Lares Insurance Services, about the importance of mental health in the insurance industry. They discuss Patty's journey as an agency owner, the dynamics of working with family, and the proactive measures she takes to support her team's mental health. Patty emphasizes the significance of vulnerability, setting boundaries, and maintaining a balance between work and personal well-being. Takeaways Regular check-ins can help identify mental health issues in team members. Leaders must prioritize their own mental health to support others effectively. Vulnerability is key to building trust within a team. Setting boundaries is essential for maintaining a healthy work culture. Community service can enhance team morale and purpose. Encouraging personal goals during one-on-ones fosters accountability. It's important to provide resources for team members seeking help. Creating a culture of gratitude can improve workplace relationships. Learn more about AA Lares Insurance: https://laresinsurance.com/ https://www.instagram.com/laresinsurance https://www.facebook.com/AALaresInsurance/ To connect with Patty, reach out via LinkedIn by clicking here . Book recommendations: Daring Greatly: How the Courage to Be Vulnerable Transforms the Way We Live, Love, Parent, and Lead by Brené Brown Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Mental Health Pt. 3 - Jason Hansen 41:03

36 weeks ago41:03

41:03

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Jason Hansen, the president of Financial Insurance Group. They discuss the importance of managing mental health in the insurance industry and how to support staff members in their mental well-being. Jason shares his personal experience of facing challenges and how it has shaped his leadership style. He emphasizes the need for structure and accountability in supporting team members while also recognizing the importance of empathy and understanding. Takeaways Managing mental health is crucial in the insurance industry, and leaders should prioritize the well-being of their staff members. Creating a supportive and structured environment can help team members thrive and reduce stress. Leaders should empathize with their team members' challenges while also maintaining accountability and not enabling negative behaviors. Personal faith can play a role in maintaining well-being and inspiring support for others. Balancing time and money is important, and leaders should consider the long-term impact of their decisions on the well-being of their team members. Learn more about Financial Insurance Group: https://www.idahosbestinsurance.com/ To connect with Jason, reach out via LinkedIn by clicking here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Mental Health Pt. 2 - Brenden Corr 45:35

37 weeks ago45:35

45:35

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Brendan Corr of Loss Run Pros about mental health in the insurance industry. Brendan shares his personal experience with addiction and recovery, highlighting the importance of having supportive friends, family, and community. They discuss the need for open conversations about mental health in the workplace and the challenges of seeking help. The conversation concludes with a discussion about Project55, a platform designed to provide mental health resources and support within the insurance community. Takeaways Being present and listening can make a significant difference in someone's journey. Listening and showing empathy can create a safe space for individuals with mental health issues to open up and seek support. Breaking the isolation that often accompanies mental health struggles is crucial for recovery and well-being. Finding a supportive work environment that allows for open discussions about mental health is important for professionals. Project 55 is a platform that aims to educate, equip, and empower individuals within the insurance community to have conversations about mental health and access resources. Learn more about Loss Run Pro: https://www.lossrunpro.com/ https://www.facebook.com/lossrunpro https://www.instagram.com/lossrunpro https://www.linkedin.com/company/lossrunpro/ Follow/connect with Brenden on LinkedIn by clicking here . More information on Project55: click here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Mental Health Pt. 1 - Dr. Leslie B. Hammer 39:34

38 weeks ago39:34

39:34

In this episode, Dr. Leslie B. Hammer, a specialist in workplace mental health and wellbeing, discusses the impact of the workplace on mental health and the importance of supportive supervisors. She highlights the definition of mental health and emphasizes the need to normalize discussions around mental health. She identifies six mental health supportive supervisor behaviors, including emotional support, practical arrangements, role modeling, stigma reduction, warning sign recognition, and warning sign response. Dr. Hammer also shares the positive outcomes of supervisor training, such as improvements in physical health, sleep, family outcomes, and workplace outcomes. Takeaways Mental health is a state of positive experience and the workplace has a significant impact on mental health and wellbeing. The prevalence of mental health challenges in the population highlights the need to normalize discussions around mental health. Supervisors play a crucial role in promoting mental health and wellbeing in the workplace. Resources like supportiveworkplaces.org and the National Institute for Occupational Safety and Health provide valuable information and training materials for promoting mental health in the workplace. Learn more about the Oregon Healthy Workforce Center: https://www.ohsu.edu/oregon-institute-occupational-health-sciences/oregon-healthy-workforce-center To connect with Dr. Hammer, reach out via email . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Captive to Independent Pt. 5 - James Jenkins 28:30

39 weeks ago28:30

28:30

In this episode, Kenny Hendricks interviews James Jenkins of RiskWell, who shares his experience transitioning from a captive insurance agent to an independent agent. They discuss the challenges and benefits of being an independent agent, the importance of negotiating contracts, and the need for operational standards in an agency. James emphasizes the need for agents to figure out their brand and identity before making the transition to independence. He also recommends resources such as his book, 'Leaving Captivity,' and industry associations like the Big I and PIA for support and guidance. Takeaways Transitioning from a captive insurance agent to an independent agent requires careful planning and consideration of your brand identity and vision. Negotiating contracts with carriers is essential for independent agents to ensure they have the flexibility and support they need. Joining industry associations like the Big I and PIA can provide valuable resources and support for captive agents looking to make the transition to independence. Learn more about RiskWell: https://www.riskwell.com/ https://www.facebook.com/riskwell https://www.youtube.com/riskwell https://www.linkedin.com/company/riskwellus/ To connect with James, reach out via LinkedIn . Book - " Leaving Captivity " by James Jenkins. ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Captive to Independent Pt. 4 - Ciara Gravier 37:10

40 weeks ago37:10

37:10

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ciara Gravier of The Bunker Insurance and Risk Management. Ciara shares her experience transitioning from a captive agent to an independent agent. She talks about the importance of underwriting and building relationships with carriers in the independent space. In addition, she emphasizes the importance of mentorship and community in the insurance industry and encourages agents to seek out mentors and be good mentees. Takeaways Being a captive agent provides the advantage of support and training from the larger organization. Building a reputation and strong relationships with carriers is crucial in the independent space. Focus on quality over quantity. Get involved in industry associations and be an advocate for the industry. Obtain designations to demonstrate dedication and expertise. Choose a niche and become an expert in that area. Seek mentors and be a good mentee. Build a supportive community around you. Learn more about The Bunker Insurance & Risk Management: https://www.bunkeryourrisk.com/ https://www.facebook.com/bunkeryourrisk/ https://www.instagram.com/bunkeryourrisk/ https://www.linkedin.com/company/the-bunker-insurance/ To connect with Ciara, reach out via LinkedIn . Listen to Ciara's podcast, "The Bunker Talk," by visiting the channel on YouTube . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Captive to Independent Pt. 3 - John Crawley 36:50

41 weeks ago36:50

36:50

In this episode, John Crawley shares his experience transitioning from a captive insurance agent to an independent agent. He discusses his background as a captive agent, the challenges he faced when becoming independent, and the strategies he used to establish himself as an independent agent. He emphasizes the importance of learning from others, seeking out resources and education, and building relationships within the industry. John also highlights the misconceptions he had about being independent and the beliefs he had to unlearn. Takeaways Seek mentorship and learn from experienced agents who have successfully transitioned from captive to independent. Consider working with an agency or cluster to gain support, access to carriers, and training. Attend webinars, conventions, and other industry events to stay updated on industry trends and learn from experts. Be prepared for the challenges of being independent, such as the need to learn about different carriers and contracts, and the responsibility of running your own agency. Learn more about JCA Insurance Services: https://jcainsure.com/ https://www.facebook.com/JCAinsure https://www.instagram.com/jcainsurance/ To connect with John, reach out via LinkedIn . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Captive to Independent Pt. 2 - Ron Keats 36:05

42 weeks ago36:05

36:05

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ron Keats of Keats Insurance Agencies about his transition from being a captive insurance agent to becoming an independent agent. Ron shares his background as a captive agent and how he established himself in the independent space. He discusses the advantages and challenges of being a captive agent and the importance of having choice and options for clients. Ron emphasizes the need for agents to participate in industry groups and think tanks and build a team to work on the business rather than in the business. Takeaways Transitioning from being a captive agent to becoming an independent agent requires preparation and a clear value proposition. Participating in industry groups and think tanks can provide valuable insights and support for independent agents. Delegating tasks and building a team is essential for agents to work on the business rather than in the business. Open communication and collaboration between independent agents and carriers can lead to better outcomes for both parties. Learn more about Keats Insurance Agencies: https://www.keatsagency.com/ https://www.facebook.com/KeatsAgency https://x.com/keatsagency To connect with Ron, reach out via LinkedIn . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Captive to Independent Pt. 1 - Niki Henley 32:09

43 weeks ago32:09

32:09

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Niki Henley from Extra Mile Insurance Solutions about her transition from being a captive insurance agent to becoming an independent agent. They discuss Niki's background in insurance, the challenges she faced as a captive agent, and the resources she utilized to aid in her transition. Takeaways Finding a community of independent agents through platforms like Facebook can provide valuable support and guidance. It's important to focus on learning insurance in general, not just the underwriting guidelines of a specific carrier. Don't feel pressured to adopt every new technology or tool in the market. Only invest in solutions that address specific problems in your agency. Timing is important when making the transition to independence, but there may never be a perfect time. If it feels right, go for it. Learn more about Extra Mile Insurance Solutions: https://www.extramileins.com/ https://www.facebook.com/Agenthenley https://www.instagram.com/agenthenley To connect with Niki, reach out via LinkedIn or Facebook . Learn more about the "Insurance Mavericks" Facebook group by clicking here . ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

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Summer Break & Looking Towards Season Two 1:33

49 weeks ago1:33

1:33

Kenny Hendricks, host of the Insurance Perspectives podcast, discusses the road ahead for the IP podcast. Season one has concluded and season two will begin on August 13th. ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Milly Books Pt. 2 - Clayton Yomtob 33:00

50 weeks ago33:00

33:00

In this episode, Kenny Hendricks interviews Clayton Yomtob about how his agency uses Milly Books. The conversation covers topics such as the experience of using Milly Books, the impact on the Insurance Company Advisors Group, and the value it brings to the agency. Clayton discusses the benefits of Milly Books' platform, the challenges of buying and selling insurance assets, and the role of technology in streamlining the process. DISCLAIMER : This video was recorded prior to Milly Books rebranding in February of 2025. They are referred to as "Cake" in this video. Takeaways Milly Books' platform streamlines the process of buying and selling insurance assets, providing a secure and efficient way to evaluate and transact. The value of Milly Books lies in its ability to take the guesswork out of the buying and selling process, providing a high-level view and enabling faster decision-making. The platform's API integration and payment portal add further value by facilitating transactions and providing a secure and customizable experience for buyers and sellers. Learn more about Insurance Company Advisors Group: https://myicagroup.com/ https://www.facebook.com/p/Insurance-Company-Advisors-Group-61553033879541/ https://www.instagram.com/_icagroup/ To get in touch with today's guests, reach out below: Clayton Yomtob ( click here ) Adam Bowe ( click here ) More information about Milly Books: https://www.millybooks.com/ https://www.linkedin.com/company/millybooks/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Milly Books Pt. 1 - Adam Bowe 34:12

51 weeks ago34:12

34:12

In this episode, Kenny Hendricks interviews Adam Bowe from Milly Books on how agencies can utilize Milly Bookss book of business marketplace to strategically grow their agency. The conversation covers the origins of Milly Books, the challenges in the insurance industry, and the unique value proposition of their platform. DISCLAIMER : This episode was recorded prior to Milly Books rebranding in February of 2025. They are referred to as "Cake" in this video. Takeaways Milly Books' valuation engine is a powerful tool for insurance agencies to understand the worth of their assets and plan for their future. Milly Books' platform provides a unique solution for small to medium-sized insurance agencies, addressing the limitations of traditional M&A brokers and super brokers. Valuation tools provide insurance agencies with valuable information about the value of their business, helping them make informed decisions. Learn more about Milly Books: https://www.millybooks.com/ https://www.linkedin.com/company/millybooks/ To get in touch with today's guests, reach out below: Adam Bowe ( click here ) Clayton Yomtob ( click here ) More information about Insurance Company Advisors Group: https://myicagroup.com/ https://www.facebook.com/p/Insurance-Company-Advisors-Group-61553033879541/ https://www.instagram.com/_icagroup/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
AgencyZoom Pt. 2 - Brad Boldt 48:09

1 year ago48:09

48:09

In part two of a series on AgencyZoom, Kenny Hendricks interviews Brad Boldt, president of Amerigard Insurance Agency. Brad shares his 25-year journey in the insurance industry and how he transitioned from being a captive agent to an independent agent. He discusses how AgencyZoom has helped streamline their sales process and improve their customer communication. AgencyZoom is described as the most valuable tool for his agency. Takeaways Amerigard Insurance Agency primarily focuses on personal lines but has been growing in small commercial lines. AgencyZoom has helped Amerigard Insurance Agency streamline their sales process and improve customer communication. Having a CRM and sales pipeline tool like AgencyZoom provides structure and visibility for the agency's sales and prospecting efforts. Automation features of AgencyZoom have made the agency more efficient. AgencyZoom allows the agency to play offense in their operations. Learn more about Ameriguard Insurance Agency: https://www.ameriguardinsurance.com/ https://www.facebook.com/ameriguardinsurance https://www.instagram.com/ameriguardinsurance/ https://www.youtube.com/@ameriguardinsuranceagency To get in touch with today's guests, reach out below: Brad Boldt ( click here ) Sydney Roe ( click here ) More information about AgencyZoom: https://www.agencyzoom.com/ https://www.facebook.com/Vertafore/ https://www.linkedin.com/company/vertafore/ Podcast: https://www.vertafore.com/vertafore-insurance-podcast ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
AgencyZoom Pt. 1 - Sydney Roe 44:20

1 year ago44:20

44:20

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Sydney Roe from Vertafore on how AgencyZoom can be used in an agency to automate marketing and sales efforts. Sydney discusses the value of personalization at scale while effectively serving the customer. Takeaways AgencyZoom helps agencies automate their marketing and sales efforts, bringing consistency and efficiency to their processes. The platform enables personalization at scale, allowing agencies to provide a more tailored experience to their customers. AgencyZoom allows customers to access, modify, and delete their data, as well as request it in a file or through APIs. The integration between AgencyZoom and HawkSoft allows for seamless flow of information, improving communication and efficiency. Learn more about AgencyZoom: https://www.agencyzoom.com/ https://www.facebook.com/Vertafore/ https://www.linkedin.com/company/vertafore/ Podcast: https://www.vertafore.com/vertafore-insurance-podcast To get in touch with today's guests, reach out below: Sydney Roe ( click here ) Brad Boldt ( click here ) More information about Ameriguard Insurance Agency: https://www.ameriguardinsurance.com/ https://www.facebook.com/ameriguardinsurance https://www.instagram.com/ameriguardinsurance/ https://www.youtube.com/@ameriguardinsuranceagency ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Intro/Outro music by Denys Kyshchuk from Pixabay…

The Insurance Perspectives Podcast

1
Agency Revolution Pt. 2 - Jim King 29:02

1 year ago29:02