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The Insurance Perspectives Podcast
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The Insurance Perspectives Podcast

Author: HawkSoft

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The Insurance Perspectives podcast provides honest, open, and transparent conversations with members of the independent insurance space about technology partners, mental health, building a tech stack, and more.

133 Episodes
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In this episode of the Insurance Perspectives podcast, host Michael Ley sits down with Nikki Henley, owner of Extra Mile Insurance Solutions, to discuss her experience with Gaya. Nikki walks through how Gaya has given a four-person agency the quoting speed and capacity to compete against much larger operations, how it keeps data clean across a workflow involving VAs, account managers, and agents, and how it's become her go-to tool for commercial submissions even without a commercial rater. Sh...
In this episode of the Insurance Perspectives podcast, Michael Ley sits down with Sarah Wilson of Gaya to discuss their tool which she calls, "autofill on steroids." She walks listeners through the HawkSoft sync button, Gaya's AI-powered parsing that figures out where data belongs without requiring prompts, data ownership, and the unexpected use cases agents have discovered on their own. Nikki Henley of Extra Mile Insurance Solutions chimes in as a real-world Gaya user and shares how the tool...
In this episode of the Insurance Perspectives Podcast, host Michael Ley continues the series on Sonant. Jonathan Siegel, sales director at Cash & Forbes Insurance Group, shares what it's actually like to implement an AI receptionist inside a real independent agency. He walks through why Cash & Forbes went looking for a solution in the first place. Jonathan gets specific: the two-month build-out process, listening to every call during onboarding, building in a VIP bypass list for custo...
In this episode of the Insurance Perspectives podcast, host Michael Ley sits down with Francisco Lopes, co-founder and CEO of Sonant, to discuss their AI receptionist. Francisco came to insurance from an unlikely background in physics and astrophysics research and learned from an agency owner that insurance was full of hard, meaningful problems worth solving. What Sonant built in response is an AI voice receptionist designed exclusively for insurance agencies: it answers and routes calls, acc...
In this episode of the Insurance Perspectives podcast, host Jeff White wraps up the three-part social media series with Melissa Stallings, principal and owner of Stallings Insurance Agency. Melisa walks through her content philosophy: post consistently, put your people in front of the camera, skip the stock photos, and don't overthink it. She also shares the practical scaffolding behind Stallings Insurance's social presence — weekly Monday Messages, a marketing company handling the monthly ca...
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