Shows
The Insurance Perspectives PodcastA Follow-Up Conversation with ePayPolicy, Pt. 2 - Sandi CopsonIn this episode of the Insurance Perspectives podcast, Kenny Hendricks, Zac Franz, and Sandi Copson discuss the integration of ePayPolicy at O'Quinn Insurance. Sandi shares insights on the agency's history, their experience with ePay, and how the integration has streamlined workflows and improved client interactions. The conversation also touches on an agent's experience giving feedback to ePay and the overall value that ePay brings to the agency and its clients.TakeawaysOnboarding with ePay was straightforward.The integration with HawkSoft has significantly reduced manual processes.Client experience is a top priority for O'Quinn Insurance.Finance Connect...2025-05-1327 min
The Insurance Perspectives PodcastA Follow-Up Conversation with ePayPolicy, Pt. 1 - Zac FranzIn this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Zac Franz from ePay Policy to discuss the evolution of ePay, its new features, and the impact on agency operations and client experiences. The conversation touches on the importance of data ownership in the insurance industry, emphasizing the need for agencies to maintain control over their data. They highlight ePay's innovative solutions, such as Finance Connect, and their vision for expanding the payables network to enhance service delivery and customer satisfaction.TakeawaysePay helps agencies speed up receivables for faster coverage.The company...2025-05-0631 min
The Insurance Perspectives PodcastLeO Pt. 2 - Steve DoniganIn 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.TakeawaysLeO has significantly streamlined their lead generation process.Before LeO lead generation was...2025-04-2923 min
The Insurance Perspectives PodcastLeO Pt. 1 - Scott AngellIn 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.TakeawaysThe 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...2025-04-2225 min
The Insurance Perspectives PodcastThe Importance of Service with Maverick Risk PartnersIn this episode of the Insurance Perspectives Podcast, host Kenny Hendricks discusses the importance of community engagement and volunteering with Dawn Bijou Janes-Bartley and Mark Sacay from Maverick Risk Partners. They share their experiences and insights on how their agency supports local communities, the challenges and joys of volunteering, and the significance of giving back as independent agents. They emphasize the need for agencies to be involved in their communities and the impact of volunteer work on agency culture.TakeawaysCommunity engagement is essential for independent insurance agencies.Volunteering can be tailored to individual passions and...2025-04-1531 min
The Insurance Perspectives PodcastBuilding Relationships In Your Community with T5 Insurance ServicesIn this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Stephen Turnbull of T5 Insurance Services to discuss the importance of community engagement and volunteering. Stephen shares his journey in the insurance industry and how he actively participates in community service through various organizations like Rotary and the local chamber of commerce. The conversation highlights the balance between business and volunteering, the impact of community involvement on agency culture, and the long-term benefits of building relationships through service.TakeawaysCommunity engagement builds trust and accountability with clients.Creating impactful events can significantly benefit local...2025-04-0833 min
The Insurance Perspectives PodcastThe Pizza Perspectives Podcast presented by Wild Mike’s Ultimate PizzaDisclaimer: 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 em...2025-04-0135 min
The Insurance Perspectives PodcastClaimSetter Pt. 2 - Torry WilcoxIn this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with Torry Wilcox to discuss the role of ClaimSetter in his agency. The conversation explores the challenges faced by agencies in the claims process, the importance of customer experience, and how ClaimSetter serves as a valuable partner in improving client satisfaction and retention.TakeawaysCustomer experience is crucial in retaining clients.ClaimSetter helps improve the claims experience significantly.Speed and efficiency in claims handling leads to happier clients.Communication with clients during the claims process is vital.Learn more about Insure Pro:2025-03-2531 min
The Insurance Perspectives PodcastClaimSetter Pt. 1 - Elnor RozenrotIn this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Elnor Rozenrot of ClaimSetter and Torry Wilcox from Insure Pro. They discuss the challenges of the insurance claims process, the importance of trust between parties, and how ClaimSetter aims to streamline claims for a better customer experience. The conversation also touches on data ownership, the inertia within the insurance industry, and the opportunities for agencies to enhance their service offerings.TakeawaysClaimSetter simplifies the claims process into three stages.A good claims experience can enhance customer retention.Inertia in the insurance industry...2025-03-1828 min
The Insurance Perspectives PodcastHow to Sell to HawkSoft AgenciesIn this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with members of the HawkSoft sales team, Paul Moyes and Linda Anderson, to explore the unique sales approach of HawkSoft. The conversation delves into the consultative sales philosophy that prioritizes building relationships over meeting quotas, the characteristics of HawkSoft customers, and the motivations that drive them. The discussion also highlights the importance of understanding the insurance industry and the value of long-term connections with clients.TakeawaysUnderstanding the customer's needs is paramount.The sales process should be tailored to the customer's timeline and...2025-03-1139 min
The Insurance Perspectives PodcastElevate Teams Pt. 2 - Gail CrozierIn 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.Takeaways2025-03-0433 min
The Insurance Perspectives PodcastElevate Teams Pt. 1 - Dominic PiccirilloIn 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.TakeawaysElevate Teams provides high-quality virtual assistants for insurance agencies.Happy employees lead to happy customers and increased...2025-02-2532 min
The Insurance Perspectives PodcastRhodian Group Pt. 2 - Jim DahoneyIn 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.TakeawaysRhodian Group provides a comprehensive IT solution for agencies.The partnership with Rhodian has allowed Marshall+Sterling...2025-02-1827 min
The Insurance Perspectives PodcastRhodian Group Pt. 1 - Kris BryantIn 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.TakeawaysInsurance knowledge is critical for effective service delivery in the industry.Agents own their data and Rhodian Group acts as stewards...2025-02-1124 min
The Insurance Perspectives PodcastNavigating Remote Staff Dynamics with Michael CruzIn 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.TakeawaysAlways be recruiting, even when you're not hiring.Hire in advance, train in advance, and never stop hiring.A learning management system...2025-02-0433 min
The Insurance Perspectives PodcastLightspeed Voice Pt. 2 - Bogus HandzelIn 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. TakeawaysCustomer 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 c...2025-01-2829 min
The Insurance Perspectives PodcastLightspeed Voice Pt. 1 - Jacob SmithIn 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.TakeawaysLightspeed 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 efficiencyLearn more about Lightspeed Voice:h...2025-01-2128 min
The Insurance Perspectives Podcastb atomic Pt. 2 - JR BellIn 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. TakeawaysThe 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 s...2025-01-1434 min
The Insurance Perspectives Podcastb atomic Pt. 1 - Seth ZarembaIn 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.TakeawaysThe neon platform focuses on CRM, workflows, and data integration.Automation is essential for independent agencies to remain competitive.Data ownership is...2025-01-0732 min
The Insurance Perspectives PodcastFinding an Attitude of Gratitude with HawkSoftIn 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.TakeawaysGratitude 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...2024-11-2642 min
The Insurance Perspectives PodcastNavigating Technology and Processes Pt. 5 - Bradley FlowersIn 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.TakeawaysTechnology should reduce multiple entries, not increase them.Agencies often suffer from shiny object syndrome with tech.A solid...2024-11-1938 min
The Insurance Perspectives PodcastNavigating Technology and Processes Pt. 4 - Stephen Harrington-DescoteauxIn 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.TakeawaysCulture 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...2024-11-1231 min
The Insurance Perspectives PodcastNavigating Technology and Processes Pt. 3 - Ryan HanleyIn 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.TakeawaysYou have to figure out who you want to be first as an agency.Customer satisfaction is a derivative...2024-11-0540 min
The Scratch Agency PodcastSocial Media Tips for Insurance Agents with Jeff White of HawksoftWelcome to Episode 96 of The Scratch Agency Podcast. Join Stephen Turnbull and Shawn Fitzgerald as they sit down with Jeff White, Social Media Manager at Hawksoft, to dive deep into the world of social media strategies for insurance agents. In this episode, Jeff shares his journey, the evolution of Hawksoft's approach to social media, and invaluable tips to boost your online presence.
🕒 (00:00) - Introduction
🕒 (01:49) - Jeff's background and experience in social media
🕒 (02:47) - How Hawksoft's social media strategy evolved
🕒 (04:42) - Common mistakes insurance agents make on social media
🕒 (07:31) - The importance of con...2024-10-2944 min
The Insurance Perspectives PodcastNavigating Technology and Processes Pt. 2 - Peggy CorbettIn 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.TakeawaysAgencies 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...2024-10-2936 min
The Insurance Perspectives PodcastNavigating Technology and Processes Pt. 1 - Chris ClineIn 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...2024-10-2239 min
The Insurance Perspectives PodcastMental Health Pt. 5 - Scott HowellIn 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. TakeawaysMaintaining a positive a...2024-10-1542 min
The Insurance Perspectives PodcastMental Health Pt. 4 - Patty LaresIn 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.TakeawaysRegular check-ins can help identify mental health issues in team members.Leaders must prioritize their own mental health to support others effectively...2024-10-0839 min
The Insurance Perspectives PodcastMental Health Pt. 3 - Jason HansenIn 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. TakeawaysManaging mental health is crucial in the insurance industry, and leaders should prioritize the well-being of their s...2024-10-0141 min
The Insurance Perspectives PodcastMental Health Pt. 2 - Brenden CorrIn 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.TakeawaysBeing present and listening can make a significant difference in someone's...2024-09-2445 min
The Insurance Perspectives PodcastMental Health Pt. 1 - Dr. Leslie B. HammerIn 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.TakeawaysMental health...2024-09-1739 min
The Insurance Perspectives PodcastCaptive to Independent Pt. 5 - James JenkinsIn 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.TakeawaysTransitioning from a...2024-09-1028 min
The Insurance Perspectives PodcastCaptive to Independent Pt. 4 - Ciara GravierIn 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.TakeawaysBeing a captive agent provides the advantage of support and training from the larger organization.Building a reputation and strong relationships...2024-09-0337 min
The Insurance Perspectives PodcastCaptive to Independent Pt. 3 - John CrawleyIn 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.TakeawaysSeek mentorship and learn from experienced agents who have successfully transitioned from captive to...2024-08-2736 min
The Insurance Perspectives PodcastCaptive to Independent Pt. 2 - Ron KeatsIn 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....2024-08-2036 min
The Insurance Perspectives PodcastCaptive to Independent Pt. 1 - Niki HenleyIn 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.TakeawaysFinding 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...2024-08-1332 min
The Insurance Perspectives PodcastSummer Break & Looking Towards Season TwoKenny 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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftIntro/Outro music by Denys Kyshchuk from Pixabay2024-07-0201 min
The Insurance Perspectives PodcastMilly Books Pt. 2 - Clayton YomtobIn 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....2024-06-2533 min
The Insurance Perspectives PodcastMilly Books Pt. 1 - Adam BoweIn 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.TakeawaysMilly Books' valuation engine is a powerful tool for insurance agencies to understand the worth of their assets and plan...2024-06-1834 min
The Insurance Perspectives PodcastAgencyZoom Pt. 2 - Brad BoldtIn 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. TakeawaysAmerigard 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 c...2024-06-1148 min
The Insurance Perspectives PodcastAgencyZoom Pt. 1 - Sydney RoeIn 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.TakeawaysAgencyZoom 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...2024-06-0444 min
The Insurance Perspectives PodcastAgency Revolution Pt. 2 - Jim KingIn 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 challenges of social media marketing. TakeawaysWaverley Insurance Agency, founded in 1953, has a long history and primarily focuses on personal lines with some commercial lines.The integration of HawkSoft and Agency Revolution's Fuse and Forge products has allowed Waverley Insurance Agency to automate processes and enhance t...2024-05-2829 min
The Insurance Perspectives PodcastAgency Revolution Pt. 1 - Dave MortonIn 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.TakeawaysRelationships are a key part of the insurance industry, and Agency Revolution aims to deliver technology as an extension of the agency's brand and personality.Data ownership is important, and Agency Revolution ensures that the agency owns and controls their data.Working with insurance agencies is rewarding because they are passionate about serving their communities and delivering a valuable...2024-05-2131 min
The Insurance Perspectives PodcastAscend Pt. 2 - Teresa CraneIn 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-saving benefits of Ascend, such as automated billing and notifications, as well as the value of the relationships they have built with the Ascend team.TakeawaysAscend has helped Crane Group Insurance streamline their agency billing processes and save time.Automated billing and notifications have made...2024-05-1422 min
The Insurance Perspectives PodcastAscend Pt. 1 - Kailyn DespotakisIn 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.TakeawaysBuilding relationships and working with vendors that integrate seamlessly with existing systems is crucial for insurance agencies.Change management is a challenge when implementing new technology solutions in insurance agencies.Data ownership and security are important considerations for insurance agencies when working with technology vendors.Learn more about Ascend:https://www.useascend.com/https://www.linkedin.com...2024-05-0731 min
The Insurance Perspectives PodcastIncreasing Agency Efficiency with Mick HuntIn 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 to refer more business and emphasizes the significance of agency culture in creating a positive work environment. TakeawaysMastering a niche market and understanding a client's pain points are key elements of a successful sales process.Create a positive agency culture that values t...2024-04-3029 min
The Insurance Perspectives PodcastCanopy Connect Pt. 2 - Nicole JohnsKenny 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 the advisor-client relationship and how Canopy Connect helps build that trust. TakeawaysCanopy Connect streamlines the information gathering process for insurance agencies, making it easier to collect the necessary data to provide personalized advice.The ability to qualify prospects and gather comprehensive information upfront helps a...2024-04-2333 min
The Insurance Perspectives PodcastCanopy Connect Pt. 1 - Ray HuangIn 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 trustworthy solution. In this conversation, Ray discusses the importance of quality and value-based foundations in the insurance industry. TakeawaysCanopy Connect is a platform that simplifies the process of collecting insurance information from prospects and clients.Trust is a core value of Canopy Co...2024-04-1637 min
The Insurance Perspectives PodcastAgents Brokers United & Navigating Trade ShowsIn 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 importance of genuine curiosity and meaningful interactions with salespeople on the exhibit hall floor. TakeawaysThe Agent Brokers United (ABU) conference focuses on education, networking, and connecting agents with companies.ABU stands out by maintaining a traditional format and fostering meaningful relationships among attendees.Las Vegas of...2024-04-0943 min
The Insurance Perspectives PodcastAgave Pt. 2 - Aditya MehtaKenny 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 integration with HawkSoft. All Coverage Insurance has been using Agave for payment processing and has seen benefits such as higher payment limits and streamlined operations.Aditya Mehta highlights the importance of maintaining a balance between implementing new technology and accommodating customers' preferences, especially for l...2024-04-0231 min
The Insurance Perspectives PodcastAgave Pt. 1 - Greg MallinIn 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 outreach to ensure a smooth experience for agencies and their clients.Agave values data ownership and protects sensitive payment data while providing customizable transaction reporting and integration with accounting systems.Insurance agencies should avoid settling for subpar technology solutions and engage with vendors to find the best fit for their n...2024-03-2635 min
The Insurance Perspectives PodcastCertificial Pt. 2 - Paradiso InsuranceIn 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 streamline the process of issuing certificates of insurance.Certificial helps Paradiso Insurance save time and money by automating the certificate issuance process and providing a centralized platform for managing certificates.Certificial's customer-centric approach and commitment to solving pain points make it a valuable tool for insurance agencies...2024-03-1936 min
The Insurance Perspectives PodcastCertificial Pt. 1 - Peter TeresiIn 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 efficiency.The main focus of Certificial is to extend the capabilities of management systems and move towards a more modern, real-time, data-driven experience.Certificial integrates seamlessly with HawkSoft, providing agencies with a user-friendly and efficient solution for insurance verification.Learn more about Certificial:https://www.certificial.com/https://www.facebook.c...2024-03-1232 min
The Insurance Perspectives PodcastBridge Pt. 2 - Christina BernardIn 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, Bridge has been invaluable in helping Cobos Insurance Center serve their community and improve their sales and retention.Bridge has been a valuable addition to Cobos Insurance Center's operations, helping them improve their communication processes and provide better support to their clients.Community involvement is an important aspect of Cobos Insurance...2024-03-0532 min
The Insurance Perspectives PodcastBridge Pt. 1 - Charlie GriffinIn 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 independent agency channel.Bridge is an integrated all-inclusive communication platform for insurance agencies.Bridge exists to provide a comprehensive solution for agencies, focusing on telephony, e-signatures, and contact management.Bridge is committed to data ownership and ensures that customers have control over their data.2024-02-2732 min
The Insurance Perspectives PodcastInsurance Agent App, Pt. 2 - Heather KillianIn 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 information and claims reporting.TakeawaysInsurance Agent App streamlines processes and consolidates information, making it easier for agencies to serve their clients.Maintaining a strong relationship between agencies and insureds is crucial for independent agencies.The app provides value to agencies by offering ease of use, consistency...2024-02-2026 min
The Insurance Perspectives PodcastInsurance Agent App, Pt. 1 - Kiki JohnsonIn 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. TakeawaysInsurance Agent App delivers instant access to policy data and an excellent customer experience.The app extends the agency's services to 24/7 and provides access to policy information, auto ID cards, and claims.Data ownership is a crucial aspect, and Insurance Agent App ensures that agencies and clients own their respective data.Learn more about Insurance Agent App:https://www.insuranceagentapp.co...2024-02-1341 min
The Insurance Perspectives PodcastmPowered IT Pt. 2 - Mike StansburyIn 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.TakeawaysThe compassion and expertise of the mPowered IT team are key benefits for Elite Insurance Solutions.Value alignment and communication are important factors in successful partnerships with vendors.Learn more about Elite Insurance Solutions:https://eliteinsurancesolutions.com/https://www.facebook.com/myEliteIS/https://www...2024-02-0630 min
The Insurance Perspectives PodcastmPowered IT Pt. 1 - John MamonIn 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 experience.TakeawaysThe key differentiator of mPowered IT is their focus on providing an exceptional customer experience, which is their number one core value.mPowered IT does not own their customers' data but helps protect and provide access to it. mPowered IT ensures the security...2024-01-3031 min
The Insurance Perspectives PodcastInsuredMine Pt. 2 - Rahim ViraniIn 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.TakeawaysInsuredMine's integration with Hawksoft has been a game changer for Texan Insurance, allowing for seamless data transfer and automation.Rahim Virani emphasizes the importance of data mobility and the need for systems to work together to provide real-time insights.Texan Insurance values the partnership with InsuredMine and appreciates their willingness to listen to customer feedback and make improvements.Learn more about Texan Insurance:2024-01-2335 min
The Insurance Guys PodcastCome To California With UsIn this episode, Bradley and Scott discuss the upcoming Hawksoft User Group Conference with Amelia Jach and Brent Thurman. ///////////// SPONSORS: HawkSoft Agency Management SystemCustomize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast. 2024-01-1734 min
The Insurance Perspectives PodcastInsuredMine Pt. 1 - Tucker HoodIn 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.TakeawaysInsuredMine is a platform that provides pipeline management, marketing automation, and workflow automation for independent insurance agencies.The customizable aspect of InsuredMine allows agencies to create and manage their own processes and standard operating procedures.InsuredMine works with Hawksoft through a two-way API integration, allowing for the exchange of data between the two systems.Learn more about InsuredMine:https://insuredmine...2024-01-1630 min
The Insurance Perspectives PodcastClientCircle, Pt. 2 - Donna CowartIn 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/cowartinsurancehttps://www.instagram.com/cowartinsuranceagencyTo get in touch with today's guests, reach out to them via LinkedIn:Donna Cowart (click here)Torey Maerz (click here)Learn more about ClientCircle:https://www.clientcircle.com/https://www.facebook.c...2024-01-0930 min
The Insurance Perspectives PodcastClientCircle, Pt. 1 - Torey MaerzIn 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/ClientCirclehttps://www.instagram.com/client_circle/To get in touch with today's guests, reach out to them via LinkedIn:Torey Maerz (click here)Donna Cowart (click here)More information about Cowart Insurance Agency:https://www.cowartinsurance.com/https://www.facebook.com/cowartinsurancehttps://www.instagram.com/cowartinsuranceagency2024-01-0235 min
The Insurance Perspectives PodcastHow to Choose Technology PartnersIn this episode, agency owners Pat Lamb and Brent Thurman share their perspectives on evaluating technology partners for insurance agencies. They discuss the importance of understanding agency needs, asking the right questions, and verifying the features and capabilities of potential partners. They also emphasize the need for agencies to take responsibility for their own data and to thoroughly evaluate agreements before entering into partnerships. Resources discussed in today's episode:An Agent's Guide For Evaluating Solution Partners (click here)To get in touch with today's guests, reach out to them via LinkedIn:Pat Lamb (click h...2023-12-261h 02
The Insurance Perspectives PodcastePayPolicy Pt. 2 - Emmanuel OsuyahIn 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 brings to their agency. TakeawaysePayPolicy has helped Alpha Direct Agency streamline their payment processing and reconciliation, saving them time and effort.Using ePayPolicy provides peace of mind, knowing that the payment processing is reliable and efficient.The value of ePayPolicy goes beyond just payment p...2023-12-1929 min
The Insurance Perspectives PodcastePayPolicy Pt. 1 - Zac FranzOn 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/epaypolicyhttps://www.linkedin.com/company/epaypolicy/To get in touch with today's guests, reach out to them via LinkedIn:Zac Franz (click here)Emmanuel Osuyah (click here)More information about Alpha Direct Agency:https://www.alphadrct.com/https://www.facebook.com/AlphaDirectAgency2023-12-1225 min
The Insurance Perspectives PodcastFormstack Pt. 2 - J.C. WogomonOn 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.facebook.com/catalystinsgrphttps://www.instagram.com/catalystinsgrp/To get in touch with today's guests, reach out to them via LinkedIn:J.C. Wogomon (click here)Zak Pines (click here)Resource discussed in todays episode: Big Paper campaign by Fo...2023-12-0529 min