macie

Premium Perspectives: A CAA Podcast

Business EN ↓ 7 episodes

Welcome to Premium Perspectives—the podcast that makes insurance almost as exciting as we wish it were! Join Macie & Julie as we dive into all things CAA (Combined Agents of America) and the insurance industry. With Julie’s veteran expertise and Macie’s fresh perspective, we'll bring a dynamic mix of insights to keep you informed, entertained, and maybe even inspired. Because insurance runs the world, and we’re here to talk about it!*The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions of CAA or any of its members

Author

macie

Episodes

Ep. 7: AI & the Digital Roundtrip with Matt Lane of Applied Systems 02.09.2025 29:01

Matt Lane, SVP of Product Management at Applied Systems, joins us to discuss where AI will make its biggest impact, how Applied is using it to power the digital roundtrip, and what the future holds for AI in underwriting and commercial lines. Whether you’re curious about practical applications of AI today or excited about the innovations shaping tomorrow, this episode will give you a front-row sea...

Ep. 6: Perpetuating Your Agency with Carey Wallace 06.08.2025 27:35

Hi, friends! For this episode, we sit down with Carey Wallace of Agency Focus to unpack the latest trends in agency mergers and acquisitions. We explore why some owners are choosing to sell now, how independent agencies can compete with private equity buyers, and the biggest pitfalls to avoid during transitions. Plus, Carey shares practical steps agents can take today to strengthen their agency’s...

Ep. 5: All Things Unrivaled Summer Series with Joan Sutton! 01.07.2025 24:34

Our biggest event of the year is almost here! Join us as we chat with Joan Sutton, CMO of CAA, for a deep-dive into this year's Unrivaled Summer Series . We'll talk theme, agenda, giveaways, app, & more! This episode is proudly sponsored by Market Retrievers, a Nashville-based boutique marketing firm specializing in strategic marketing solutions for insurance agencies, nonprofits, and...

Ep. 4: Group Captives 101 with Ryan Murry & John Simios 20.05.2025 22:59

Curious about group captives? We sat down with Ryan Murry of ICI and John Simios of Captive Resources to take a deeper dive into the topic. This episode covers ideal candidates, coverage options, tax implications, and more—providing a comprehensive overview for businesses considering this alternative risk management strategy. Feel free to reach out to Ryan and John on LinkedIn with any further que...

Ep. 3: All Things CAA Insurance Services 17.04.2025 31:35

Hi, friends - This week Julie and I are joined by our very first guests on the podcast: Kim & Lisa from our CAAIS team! In this episode you'll learn more about CAA's internal brokerage, Kim & Lisa's roles, and the value CAAIS can bring to your agency.

Ep. 2: Some of the Strangest Insurance Stories... 27.03.2025 20:10

Hi, friends! This week, Julie and I unpack some of the strangest claims in history, including the Starbucks lawsuit that has made headlines recently. This episode has a fun, lighthearted twist as we gear up to host our first guest on the podcast in two weeks. Enjoy! *The views and opinions expressed on this podcast are the personal views of the podcasters, and not the views, policies, or opinions...

Episode 1: Introduction to the Podcast 12.03.2025 20:32

Hi, friends! In this first episode, Julie and I dive into our vision for the podcast, our MO, and introduce ourselves as your hosts. We also ask each other the question that we'll ask every guest on the podcast: What's the best piece of advice you've ever been given? Great things to come, and we hope you stay tuned! *The views and opinions expressed on this podcast are the personal vie...