The Insurance Perspectives Podcast

In this episode, Dr. Leslie B. Hammer, a specialist in workplace mental health and wellbeing, discusses the impact of the workplace on mental health and the importance of supportive supervisors. She highlights the definition of mental health and emphasizes the need to normalize discussions around mental health. She identifies six mental health supportive supervisor behaviors, including emotional s...

In this episode, Kenny Hendricks interviews James Jenkins of RiskWell, who shares his experience transitioning from a captive insurance agent to an independent agent. They discuss the challenges and benefits of being an independent agent, the importance of negotiating contracts, and the need for operational standards in an agency. James emphasizes the need for agents to figure out their brand and...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ciara Gravier of The Bunker Insurance and Risk Management. Ciara shares her experience transitioning from a captive agent to an independent agent. She talks about the importance of underwriting and building relationships with carriers in the independent space. In addition, she emphasizes the importance of mentorship...

In this episode, John Crawley shares his experience transitioning from a captive insurance agent to an independent agent. He discusses his background as a captive agent, the challenges he faced when becoming independent, and the strategies he used to establish himself as an independent agent. He emphasizes the importance of learning from others, seeking out resources and education, and building re...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ron Keats of Keats Insurance Agencies about his transition from being a captive insurance agent to becoming an independent agent. Ron shares his background as a captive agent and how he established himself in the independent space. He discusses the advantages and challenges of being a captive agent and the importance...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Niki Henley from Extra Mile Insurance Solutions about her transition from being a captive insurance agent to becoming an independent agent. They discuss Niki's background in insurance, the challenges she faced as a captive agent, and the resources she utilized to aid in her transition. Takeaways Finding a commun...

Kenny Hendricks, host of the Insurance Perspectives podcast, discusses the road ahead for the IP podcast. Season one has concluded and season two will begin on August 13th. ________________________________________________________________________ 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:...

In this episode, Kenny Hendricks interviews Clayton Yomtob about how his agency uses Milly Books. The conversation covers topics such as the experience of using Milly Books, the impact on the Insurance Company Advisors Group, and the value it brings to the agency. Clayton discusses the benefits of Milly Books' platform, the challenges of buying and selling insurance assets, and the role of te...

In this episode, Kenny Hendricks interviews Adam Bowe from Milly Books on how agencies can utilize Milly Bookss book of business marketplace to strategically grow their agency. The conversation covers the origins of Milly Books, the challenges in the insurance industry, and the unique value proposition of their platform. DISCLAIMER : This episode was recorded prior to Milly Books rebranding in Feb...

In part two of a series on AgencyZoom, Kenny Hendricks interviews Brad Boldt, president of Amerigard Insurance Agency. Brad shares his 25-year journey in the insurance industry and how he transitioned from being a captive agent to an independent agent. He discusses how AgencyZoom has helped streamline their sales process and improve their customer communication. AgencyZoom is described as the most...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Sydney Roe from Vertafore on how AgencyZoom can be used in an agency to automate marketing and sales efforts. Sydney discusses the value of personalization at scale while effectively serving the customer. Takeaways AgencyZoom helps agencies automate their marketing and sales efforts, bringing consistency and efficien...

In this episode, Kenny Hendricks interviews Jim King of Waverley Insurance Agency about his experience using Agency Revolution. The conversation covers topics such as the history and focus of Waverley Insurance Agency, the value of customer service and proactive outreach, the integration of HawkSoft and Agency Revolution's platforms, and the challenges of social media marketing.  Takeaways Wa...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Dave Morton about how Agency Revolution empowers agencies to stay top of mind with clients through their client communication and website platforms, Fuse and Forge. Takeaways Relationships are a key part of the insurance industry, and Agency Revolution aims to deliver technology as an extension of the agency's b...

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 billin...

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. Takeaways Building relationships and working with vendors that integrate seamlessly with existing systems is crucial for insurance agencies. Change managemen...

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 significa...

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 Canop...

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 di...

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 int...

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 be...

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...

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...

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 exten...

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 C...

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-inc...