The Insurance Perspectives Podcast

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 efficiency to their processes.
• The platform enables personalization at scale, allowing agencies to provide a more tailored experience to their customers.
• AgencyZoom allows customers to access, modify, and delete their data, as well as request it in a file or through APIs.
• The integration between AgencyZoom and HawkSoft allows for seamless flow of information, improving communication and efficiency.

Learn more about AgencyZoom:
https://www.agencyzoom.com/
https://www.facebook.com/Vertafore/
https://www.linkedin.com/company/vertafore/
Podcast: https://www.vertafore.com/vertafore-insurance-podcast

To get in touch with today's guests, reach out below:

• Sydney Roe (click here)
• Brad Boldt (click here)

More information about Ameriguard Insurance Agency:
https://www.ameriguardinsurance.com/
https://www.facebook.com/ameriguardinsurance
https://www.instagram.com/ameriguardinsurance/
https://www.youtube.com/@ameriguardinsuranceagency

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If you’re looking to reach out to HawkSoft, please email [email protected].
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

In this episode of the Insurance Prospectors podcast, host Kenny Hendricks speaks with Bradley Flowers, founder of Portal Insurance, about the evolving landscape of technology in the insurance industry. They discuss the importance of innovative technologies, the current tech stack at Portal Insurance, and the balance between hiring personnel and implementing technology for agency growth. Bradley emphasizes the necessity of having established processes before integrating technology and shares insights on how to effectively scale an agency.
Takeaways

• Technology should reduce multiple entries, not increase them.
• Agencies often suffer from shiny object syndrome with tech.
• A solid tech stack is crucial for agency efficiency.
• Processes must be established before implementing technology.
• Data integrity in AMS is vital for agency growth.
• Balancing technology and personnel is key to scaling.

Learn more about Bradley Flowers and Portal Insurance:
https://portalinsurance.com/
https://www.linkedin.com/in/bradleyflowers/
https://www.instagram.com/bradleyflowers__/
https://www.facebook.com/insurancesaraland
https://x.com/Bradleyflowers7
Listen to Bradley's podcast that he co-hosts with Scott Howell, The Insurance Guys Podcast.
Watch Scott Howell's episode of the Insurance Perspectives podcast by clicking here.

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If you’re looking to reach out to HawkSoft, please email [email protected].
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

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 relationships within the industry. John also highlights the misconceptions he had about being independent and the beliefs he had to unlearn.
Takeaways

• Seek mentorship and learn from experienced agents who have successfully transitioned from captive to independent.
• Consider working with an agency or cluster to gain support, access to carriers, and training.
• Attend webinars, conventions, and other industry events to stay updated on industry trends and learn from experts.
• Be prepared for the challenges of being independent, such as the need to learn about different carriers and contracts, and the responsibility of running your own agency.

Learn more about JCA Insurance Services:
https://jcainsure.com/
https://www.facebook.com/JCAinsure
https://www.instagram.com/jcainsurance/

To connect with John, reach out via LinkedIn.

________________________________________________________________________
If you’re looking to reach out to HawkSoft, please email [email protected].
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

In this conversation, Michael Cruz of Foresight Insurance shares his insights on effective hiring and onboarding strategies, the importance of a structured learning management system, and the transition to a hybrid work environment. He discusses the implementation of a four-day work week to enhance employee satisfaction and the significance of monitoring staff morale and career development. Michael emphasizes the need for agencies to embrace change and technology to remain competitive in the industry.
Takeaways

• Always be recruiting, even when you're not hiring.
• Hire in advance, train in advance, and never stop hiring.
• A learning management system allows you to control the curriculum.
• Do not assign accounts to individual CSRs; service as a team.
• Don't fall behind; keep improving your processes.

Learn more about Foresight Insurance:
https://www.foresighti.com/
https://www.facebook.com/foresighti
https://www.instagram.com/foresightinsurance
https://www.linkedin.com/company/foresight-insurance-llc/

To get in touch with Michael, reach out by clicking here.

________________________________________________________________________
If you’re looking to reach out to HawkSoft, please email [email protected].
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

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks discusses the role of LeO in an independent insurance agency with Scott Angell. The conversation explores how an agency utilizes LeO as a prospecting tool, the evolution of LeO, the importance of data ownership, and the challenges and rewards of working with insurance agencies.

Takeaways

• The goal of LeO is to help agents build a book of business by pinpointing their ideal market.
• LeO provides key data points to help brokers prepare for sales calls.
• Donigan Insurance has seen significant growth in new landlord clients through LeO.
• The integration of LeO with Hawksoft enhances agency operations.
• The collaboration between technology providers and agencies is essential for growth.

Learn more about LeO:
https://www.meetleo.com/
https://www.linkedin.com/company/meetleo/

To get in touch with today's guests, reach out below:

• Scott Angell (click here)
• Steve Donigan (click here)

More information about Donigan Insurance:
https://www.doniganinsurance.com/
https://www.facebook.com/insuranceagentadvisorsnyinsurancebusinesspersonal/
https://www.linkedin.com/in/doniganinsurancesavesyou/
https://x.com/SteveDonigan

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If you’re looking to reach out to HawkSoft, please email [email protected].
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