Claim OwnershipThe Insurance Perspectives Podcast
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The Insurance Perspectives podcast provides honest, open, and transparent conversations with insurance technology companies in the independent insurance industry. There will be a two-part series highlighting members of the HawkSoft API Partner Program. Part one will focus on the company and how their technology helps the independent agent. Part two will focus on an independent agent and dive further into how this technology helps their agency be more efficient.
36 Episodes
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In this episode, Kenny Hendricks interviews Teresa Crane, agency owner at Crane Group Insurance, about how they use Ascend in their independent insurance agency. They discuss the history of the agency, their specialization in commercial lines, and the challenges they faced with agency billing before implementing Ascend. Teresa highlights the time-saving benefits of Ascend, such as automated billing and notifications, as well as the value of the relationships they have built with the Ascend te...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Kailyn Despotakis from Ascend. They discuss how the Ascend platform is used to streamline agency bill workflows and support premium financing for their clients.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...
In this episode of the Insurance Perspectives podcast, Mick Hunt of Premier Strategy Box provides insights on agency growth, sales processes, client referrals, and agency culture. He emphasizes the importance of recognizing when an agency needs outside help and taking the first step to address the problem. He shares strategies for getting clients to refer more business and emphasizes the significance of agency culture in creating a positive work environment. TakeawaysMastering a niche ma...
Kenny Hendricks interviews Nicole Johns, owner of The Johns Family Agency, about her experience using Canopy Connect. Nicole discusses how Canopy Connect has made the agency's process easier and more efficient, allowing them to gather the necessary information to provide personalized insurance advice. She also highlights the importance of trust in the advisor-client relationship and how Canopy Connect helps build that trust. TakeawaysCanopy Connect streamlines the information gathering p...
In this episode of the Insurance Perspectives podcast, Ray Huang from Canopy Connect discuss how Canopy Connect is revolutionizing the insurance industry. He explores the origin story of Canopy Connect and its mission to remove friction and frustration from the insurance process. Canopy Connect is solving real problems and offering a reliable and trustworthy solution. In this conversation, Ray discusses the importance of quality and value-based foundations in the insurance industry.&nbs...
In this episode, Kenny Hendricks interviews Jon Spaugy and Brent Thurman about the Agent Brokers United (A.B.U.) Convention and insurance conferences in general. They discuss the convention's focus on education, networking, and connecting agents with companies. The group describes the value of attending industry conferences and emphasize the importance of genuine curiosity and meaningful interactions with salespeople on the exhibit hall floor. TakeawaysThe Agent Brokers United (ABU...
Kenny Hendricks interviews Aditya Mehta, the owner of All Coverage Insurance, about their use of Agave in their agency. Aditya shares the history of All Coverage Insurance and their focus on modernizing technology while maintaining a high level of customer service. He also discusses the benefits of using Agave for payment processing and the integration with HawkSoft. All Coverage Insurance has been using Agave for payment processing and has seen benefits such as higher payment limits and...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Greg Mallin from Agave. They discuss how Agave streamlines the process of accepting payments for insurance agencies and the importance of digitization in the insurance industry. Agave prioritizes service and support, aiming for one-call resolution and proactive outreach to ensure a smooth experience for agencies and their clients.Agave values data ownership and protects sensitive payment data while providin...
In this episode, Kenny Hendricks interviews Chris Paradiso and Stephanie Fanelli from Paradiso Insurance about their experience using Certificial. They discuss the story of Paradiso Insurance, what excites them about insurance, how they use Certificial in their agency, and the value it brings to their agency.Paradiso Insurance uses Certificial to streamline the process of issuing certificates of insurance.Certificial helps Paradiso Insurance save time and money by automating the certificate i...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Peter Teresi from Certificial. They discuss how Certificial is transforming the insurance verification process and improving efficiency for agencies. Certificial is a platform that helps transform the legacy insurance verification process, creating automation and efficiency.The main focus of Certificial is to extend the capabilities of management systems and move towards a more modern, real-time, data-drive...
In this episode, Kenny Hendricks interviews Christina Bernard from Cobos Insurance Center about her experience using Bridge. They discuss how Bridge helps Cobos Insurance make connections and provide support to their clients. Christina shares how Bridge has improved their communication processes, including email, faxing, and texting. Overall, Bridge has been invaluable in helping Cobos Insurance Center serve their community and improve their sales and retention.Bridge has been a valuable addi...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Charlie Griffin of Bridge. They discuss the role of Bridge in the insurance industry and its focus on providing a comprehensive communication platform for agencies. Charlie shares the story of how Bridge came to exist and why they chose to participate in the independent agency channel.Bridge is an integrated all-inclusive communication platform for insurance agencies.Bridge exists to provide a comprehensive solu...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Heather Killian, Chief Operating Officer at Atkinson Insurance Agency, about her agency's experience using the Insurance Agent App. Heather discusses the agency's initial encounter with the platform and the benefits it provides, such as easy access to policy information and claims reporting.TakeawaysInsurance Agent App streamlines processes and consolidates information, making it easier for agencies to serve the...
In this episode, Kenny Hendricks interviews Kiki Johnson, co-founder of Insurance Agent App, about their customer service platform. They explore the importance of data ownership as well as challenges faced by insurance agencies. 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, a...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Mike Stansbury of Elite Insurance Solutions about their experience with mPowered IT. Mike discusses how mPowered IT provides efficient and effective IT support, allowing the agency to focus on serving clients and less on IT issues.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 partn...
In this episode of the Insurance Perspectives podcast, Kenny Hendricks and John Mamon, CEO of mPowered IT, discuss mPowered IT's services and functions, origin story, and their focus on independent insurance agencies. They discuss the importance of customer service and the key differentiator of mPowered IT, which is providing an exceptional experience.TakeawaysThe key differentiator of mPowered IT is their focus on providing an exceptional customer experience, which is their number one core v...
In this episode of the Insurance Perspectives podcast, Rahim Virani discusses the value that InsuredMine brings to Texan Insurance and how the agency appreciates their willingness to listen to customer feedback.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 Insuran...
In this episode of the Insurance Perspectives podcast, Tucker Hood discusses the importance of pipeline management and how it helps agencies improve efficiencies and understand where customers are at in their customer journey.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 p...
In this episode of the Insurance Perspectives podcast, Donna Cowart of Cowart Insurance Agency talks about how ClientCircle brings value to her agency by breaking down agency goals into manageable tasks and improves communication with clients. More information about Cowart Insurance Agency:https://www.cowartinsurance.com/https://www.facebook.com/cowartinsurancehttps://www.instagram.com/cowartinsuranceagencyTo get in touch with today's guests, reach out to them via LinkedIn:Donna Cowart (...
In this episode of the Insurance Perspectives podcast, Torey Maerz discusses how ClientCircle can help an agency manage their online reputation, retention campaigns, and automated marketing.Learn more about ClientCircle:https://www.clientcircle.com/https://www.facebook.com/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:/...
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