Claim OwnershipThe Insurance Perspectives Podcast
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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.
112 Episodes
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In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Linda Fisher, founder of Cardinal Insurance Group. They discuss the agency's growth strategies, the challenges faced during the hard market, and the importance of restructuring and departmentalization. Linda shares insights on leveraging technology and AI to enhance efficiency and the role of mentorship in developing the next generation of insurance agents. Takeaways Proactive client communication is key during...
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Billy Wagner to discuss Brightway Insurance's focus on team development, culture, and strategies for growth in 2026. Billy shares insights on building a high-performing team, the importance of a positive culture, the rigorous hiring process for A-players, and the comprehensive benefits offered to employees. He emphasizes the significance of metrics and accountability in performance, the development of future lead...
In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Michael Cruz, founder of Foresight Insurance, discussing the agency's growth strategies, their implementation of a four-day work week, and the challenges faced in the insurance market. Michael shares insights on productivity, client retention, and the role of technology and AI in enhancing agency operations. The conversation emphasizes the importance of adapting to market conditions and leveraging innovative practice...
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Jill Hall and Suzy Tawes from Landmark Insurance and Financial Group to discuss their experiences with Mivation. The conversation covers the challenges of commission management, the efficiency gains achieved through Mivation, and the overall value it brings to their agency. Jill shares insights on how Mivation has transformed their workflows, reduced stress, and improved agent satisfaction. The episode also touch...
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Seth Preus from Mivation to discuss what they can do to help independent agents. The conversation covers Mivation's innovative approach to automating commission reconciliation, the challenges faced by independent agents, and the importance of transparency and performance tracking in enhancing agency efficiency. The guests share insights on the onboarding experience with Mivation and how their tools can significan...
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Dale Steinke, Director of Agent for the Future Advisors at Liberty Mutual, to discuss the transformative role of AI in the insurance industry. Dale emphasizes the importance of independent agents adapting to technological advancements, particularly AI, to enhance their business operations. He shares insights from his extensive experience working with agents, highlighting the need for a structured approach to impl...
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with HawkSoft leadership, Sean Hawkins and Matt Aman, to discuss the evolving role of artificial intelligence (AI) in the insurance industry and at HawkSoft. The conversation begins with an overview of HawkSoft's approach to AI, emphasizing the importance of understanding its limitations and potential pitfalls. They explore various AI functionalities that could streamline operations, such as automated reporting and po...
In this episode, the conversation revolves around the integration of Cara at LeDoux Insurance. Host Brad Boldt interviews the agency's principal, Dawn Roberts, about her experience and how Cara has transformed their operations by improving call handling and client interactions. The discussion also covers the agency's history, the challenges faced in customer service, best practices for implementing AI solutions, and the overall value that Cara brings to the agency. Takeaways Cara was adopted...
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Nikhil Kansal, co-founder and CTO of Cara, to talk about how Cara helps independent agents. They discuss the transformative role of AI in the insurance industry, focusing on Cara AI's capabilities to automate back-office tasks, enhance client interactions, and streamline the quoting process. The conversation highlights the importance of technology in improving agency efficiency and the practical applications of A...
In this episode of the Insurance Perspectives podcast, host Brad Boldt chats with Jeff Arnold to discuss the integration of AI in the insurance industry. Jeff shares his journey from a failed acting career to becoming a successful insurance agency owner, emphasizing the importance of using AI to enhance customer service and operational efficiency. The conversation explores the balance between leveraging technology and maintaining the human element in insurance, as well as the future of AI in ...
In this episode of the Insurance Perspectives podcast, Brad Boldt welcomes Amrish Singh to discuss Liberate and its transformative impact on the insurance industry. They explore the mission of Liberate, its differentiating factors, the importance of data ownership, and how AI enhances human capabilities in insurance agencies. The conversation also touches on the integration with HawkSoft, the challenges faced in the independent agency channel, and the passion that drives professionals in the ...
In this episode of the Insurance Perspective podcast, Brad Boldt hosts Chris Fitts and Scott Smith to discuss Fitts Insurance Agency's experience with Jump Suit Group. The conversation covers the evolution of the agency, the challenges of transitioning leadership, the importance of technology solutions, and the benefits of automation in client communication. Chris emphasizes the value of building trust with technology partners and the need for effective marketing strategies to compete in a co...
In this episode of the Insurance Perspectives podcast, Brad Boldt welcomes Scott Smith and Chris Fitts to discuss the role of Jump Suit Group in providing digital marketing and lead generation services for independent insurance agents. The conversation covers the importance of a strong digital presence, the challenges faced by independent agents, and the need for realistic expectations in digital marketing efforts. They explore the integration of Jump Suit Group with HawkSoft, emphasizing the...
In this episode of the Insurance Perspectives podcast, Michael Ley hosts and talks to Sean Hawkins and Matt Aman about HawkSoft's core value, "Continuous Innovation." They explore the importance of grassroots innovation, the role of team empowerment, and how feedback from users drives product development. The conversation highlights real-world examples of innovation, the challenges of embracing change, and the exciting features on the horizon at HawkSoft. Takeaways Innovation should come from...
In this episode of the Insurance Perspectives podcast, guest host Ciara Gravier speaks with Tinsley English, an operations executive and expert in female leadership development. Tinsley shares her journey into the insurance industry, the importance of people in the business, and her G-Force code, which emphasizes grit, growth, and gumption. Tinsley has a mission to, "... help 1 million women uncover their God-given brilliance and transition from lone achievers to 24-CARAT Leaders." Takeaways ...
In this episode of the Insurance Perspectives podcast, host Ciara Gravier speaks with Lisa Hengel, owner of Willow Wood Insurance Agency. They discuss Lisa's journey in the insurance industry, her experience with the Goldman Sachs 10K Small Business Program, and the importance of supporting women in ownership roles within the industry. Lisa shares insights on navigating acquisitions, the challenges of scaling a business, and the role of technology in modern insurance practices. Takeaways Netw...
In this episode of the Insurance Perspective podcast, guest host Ciara Gravier speaks with Kasey Connors, executive director of the Agents Council for Technology (ACT), about her journey into the insurance industry, the importance of relationships, and the challenges of technology adoption. They discuss the role of ACT in supporting technology in insurance, advice for new agents, and the significance of mentorship and networking, especially for women in the industry. Takeaways ACT serve...
In this episode of the Insurance Perspectives podcast hosted by Michael Ley, director of network relations at HawkSoft, we celebrate 30 years of HawkSoft by speaking with a few of the long-tenured employees at the company. The conversation highlights their unique journeys, the core values that define the company culture, the challenges faced in providing exceptional customer service, and the lessons learned throughout their careers at HawkSoft. Takeaways Employees appreciate the s...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Landon Bentham, President and CEO of Callahan and Rice Insurance Group, about the intricacies of agency perpetuation. They discuss Landon's journey within the agency, the importance of leadership during transitions, and the key lessons learned throughout the perpetuation process. Landon shares insights on avoiding common pitfalls, the significance of effective communication, and the current status of the agency...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks and Carey Wallace delve into the critical topic of perpetuation planning for insurance agencies. They discuss the definition of perpetuation planning, its importance, and the challenges faced by agencies that lack a solid plan. The conversation emphasizes the need for a living document that evolves with the agency and the emotional aspects of transitioning ownership. They also explore best practices, the role of mentorship...
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