The Insurance Perspectives Podcast

HawkSoft
  • 5.0（3則評分）
  • 商業
  • 每週更新

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.

  1. Women In Insurance Pt. 2 - Lisa Hengel

    2 天前

    Women In Insurance Pt. 2 - Lisa Hengel

    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 Networking and community support are crucial for business growth.Women in insurance ownership face unique challenges that need addressing.There is no single path to success in the insurance industry.Understanding financial literacy is essential for business owners.Technology plays a significant role in modern insurance practices.Building systems early on can facilitate future growth.Learn more about Willow Wood Insurance Agency: https://willowwoodins.com/ https://www.facebook.com/WillowWoodInsurance https://www.instagram.com/willow_wood_insurance/ To get in touch with Lisa and Ciara, reach out below: Lisa Hengel (click here)Ciara Gravier (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

    31 分鐘
  2. Women In Insurance Pt. 1 - Kasey Connors

    11月4日

    Women In Insurance Pt. 1 - Kasey Connors

    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 serves as a neutral forum for technology collaboration in insurance.Agencies should take an audit of their technology and workflows.New agents should not wait to implement technology as they grow.Mentorship and support are crucial for career development in insurance.Confidence can be built by recognizing and documenting personal achievements.Learn more about ACT: https://www.independentagent.com/agency-management/technology/ https://www.linkedin.com/company/act-agents-council-for-technology/ https://x.com/act4agents To get in touch with Kasey and Ciara, reach out below: Kasey Connors (click here)Ciara Gravier (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

    31 分鐘
  3. 30 Years Strong at HawkSoft: The Employees' Perspective

    10月28日

    30 Years Strong at HawkSoft: The Employees' Perspective

    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 supportive environment and camaraderie at Hawksoft.Customer service is a top priority of HawkSoft'sGrowth opportunities within the company keep employees engaged.The leadership at HawkSoft maintains a clear vision and strong core values.Learning from customer feedback is essential for product improvement.Striving for progress over perfection is a key lesson for employees.For more information on HawkSoft and to reach out to today's guests, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://instagram.com/hawkSoft https://x.com/HawkSoft ________________________________________________________________________ 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

    35 分鐘
  4. Agency Perpetuation Pt. 2 - Landon Bentham

    10月21日

    Agency Perpetuation Pt. 2 - Landon Bentham

    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 as it continues to grow and evolve. Takeaways The perpetuation process requires early conversations and planning.Involving key stakeholders is essential for a smooth transition.Communication is vital to avoid misunderstandings and pitfalls.Self-awareness helps in managing relationships within the agency.Transitioning leadership requires respect for the previous owner's legacy.Continuous growth and adaptation are key to agency success.Learn more about Callahan & Rice Insurance Group Inc: https://www.callahanrice.com/ https://www.facebook.com/callahanrice https://www.linkedin.com/company/callahan-&-rice-insurance-group-inc-/ To get in touch with Landon, 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

    35 分鐘
  5. Agency Perpetuation Pt. 1 - Carey Wallace

    10月14日

    Agency Perpetuation Pt. 1 - Carey Wallace

    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, and the importance of empathy in navigating these transitions. Takeaways A perpetuation plan should be a living document that evolves.Empathy is crucial during the transition of ownership.Planning should start several years in advance of any transition.Agencies should consider multiple scenarios in their plans.Communication is vital in perpetuation planning.Learn more about AgencyFocus: https://www.agency-focus.com/ https://www.facebook.com/p/AgencyFocus-100069470176104/ https://www.instagram.com/agencyfocus_cw/ To get in touch with Carey, reach out via LinkedIn. To listen to the episode of the Insurance Refocused podcast featuring Paul and Sean Hawkins, 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

    40 分鐘
  6. Agency Acquisitions Pt. 2 - Rob Bowen & Jason Hansen

    10月7日

    Agency Acquisitions Pt. 2 - Rob Bowen & Jason Hansen

    In this episode of the Insurance Perspectives Podcast, Rob Bowen, and Jason Hansen delve into the complexities of agency acquisitions. They share their personal experiences, insights on the importance of relationships, and the critical factors to consider when acquiring an agency. The conversation emphasizes the need for transparency, due diligence, and understanding cash flows, while also highlighting the significance of team dynamics and agency culture in ensuring a successful transition. Takeaways Transparency from sellers is a key factor in successful acquisitions.Relationships with carriers can significantly impact acquisition success.It's important to assess the culture of the agency being acquired.Due diligence is essential before finalizing an acquisition.Building trust with staff and clients is vital for retention post-acquisition.Acquisitions can magnify existing weaknesses in an agency's processes.To get in touch with today's guests, reach out below:  Rob Bowen (click here) Jason Hansen (click here) More information about Patriotic Insurance Group: https://patrioticinsurancegroup.com/ https://www.facebook.com/patrioticinsurancegroup https://www.instagram.com/patrioticinsurancegroup/ More information about FIG Insurance: https://www.fignow.com/ https://www.facebook.com/Fignow/ ________________________________________________________________________ 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

    52 分鐘
  7. Agency Acquisitions Pt. 1 - Carey Wallace

    9月30日

    Agency Acquisitions Pt. 1 - Carey Wallace

    In this episode of the Insurance Perspectives podcast, Kenny Hendricks and Carey Wallace discuss the intricacies of agency acquisitions. They explore the importance of understanding what it means to buy an agency, the readiness of an agency to acquire, and the significance of team communication during the process. The conversation also delves into evaluating cultural fit, identifying key performance indicators, and recognizing red flags in potential acquisitions. Takeaways It's crucial to have clean financials before pursuing an acquisition.Cultural fit is more important than just numbers in an acquisition.Communication with your team is key during the acquisition process.Red flags include unreliable data and unclear ownership agreements.Understanding the market dynamics is critical before acquiring a book.Recurring revenue is what makes an independent agency valuable.Learn more about AgencyFocus: https://www.agency-focus.com/ https://www.facebook.com/p/AgencyFocus-100069470176104/ https://www.instagram.com/agencyfocus_cw/ To get in touch with Carey, 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

    39 分鐘
  8. Social Media Success Secrets & Creating An Effective Campaign with Jeff White

    9月23日

    Social Media Success Secrets & Creating An Effective Campaign with Jeff White

    In this conversation, Jeff White, HawkSoft social media manager, shares insights on effective social media strategies for agencies. He emphasizes the importance of consistency in posting, the need to stand out in a crowded digital space, and the significance of nurturing client relationships through social media engagement. Jeff also discusses the creation of effective campaigns, focusing on strategy, core values, and audience engagement. Takeaways Consistency is key to building an audience.Understanding your audience's platform preferences is crucial.Quality content is more important than quantity.Nurturing client relationships is essential for long-term success.Unique content helps you stand out in a crowded market.Social media success is a long-term game.Engagement with your audience boosts visibility.Campaigns should align with your agency's core values.To get in touch with Jeff, 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

    20 分鐘
顯示全部 (97)

預告片

評分與評論

5
（滿分 5 顆星）
3 則評分

簡介

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.

資訊

你可能也會喜歡