In this episode of the Insurance Perspectives podcast, host Kenny Hendricks speaks with Gail Crozier, Chief Operations Officer of Woodland Park Insurance Services, and Dominic Piccirillo from Elevate Teams. They discuss the transition of Woodland Park to a fully remote agency, the integration of virtual assistants, and the significant impact Elevate Teams has had on their operations. Gail shares her journey in the insurance industry and how Elevate Teams has helped streamline processes and improve customer service. The conversation highlights the importance of treating team members well and the value of building a supportive work environment.

Takeaways

• Elevate Teams provides high-quality virtual assistants for agencies.
• The agency has grown significantly despite challenges in California.
• Gail emphasizes the importance of a supportive team environment.
• Virtual assistants handle non-licensed tasks, allowing agents to focus on sales.
• Elevate Teams offers continuous learning opportunities for their VAs.
• Gail values the integration of VAs into her agency's culture.

Learn more about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

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

• Gail Crozier (click here)
• Dominic Piccirillo (click here)

More information about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/

________________________________________________________________________

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 speaks with Dominic Piccirillo, co-founder of Elevate Teams, and Gail Crozier from Woodland Park Insurance Services. They discuss the role of virtual assistants in the insurance industry, the importance of data ownership and security, and the challenges and successes of integrating virtual assistants into insurance agencies. The conversation highlights the value of building relationships and the positive impact of virtual assistants on agency efficiency and employee satisfaction.

Takeaways

• Elevate Teams provides high-quality virtual assistants for insurance agencies.
• Happy employees lead to happy customers and increased referrals.
• Training and integration of VAs require effort but yield significant long-term benefits.
• Building strong relationships with VAs can lead to meaningful connections.
• The vetting process for Elevate Teams ensures high-quality talent.
• Effective communication and training are key to successful VA integration.

Learn more about Elevate Teams:
https://elevateteams.io/
https://www.linkedin.com/company/elevate-teams/
https://www.instagram.com/elevateteams.io/

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

• Dominic Piccirillo (click here)
• Gail Crozier (click here)

More information about Woodland Park Insurance Services:
https://www.wpins.com/
https://www.facebook.com/WoodlandParkInsurance
https://www.linkedin.com/company/woodland-park-insurance-services/

________________________________________________________________________

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, Kenny Hendricks interviews Jim Dahoney from Marshall+Sterling about how they use Rhodian Group in their agency. Jim discusses the importance of technology in the insurance industry, the unique employee ownership model at Marshall+Sterling, and how partnering with Rhodian Group has transformed their operations. Jim shares insights on the challenges faced by independent agencies and the value of having a reliable technology partner to streamline processes and enhance efficiency.

Takeaways

• Rhodian Group provides a comprehensive IT solution for agencies.
• The partnership with Rhodian has allowed Marshall+Sterling to focus on core business activities.
• Technology in insurance is evolving.
• Having a reliable partner can mitigate risks and enhance operational efficiency.
• Rhodian Group offers scalable solutions for agencies of all sizes.
• Investing in technology can lead to significant time and cost savings. 

Learn more about Marshall+Sterling:
https://marshallsterling.com/
https://www.facebook.com/marshallsterling
https://www.instagram.com/marshallsterlinginsurance/

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

• Jim Dahoney (click here)
• Kris Bryant (click here)

More information about Rhodian Group:
https://rhodiangroup.com/
https://www.facebook.com/RhodianGroup
https://www.linkedin.com/company/therhodiangroup/

________________________________________________________________________

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 sits down with Kris Bryant from Rhodian Group and Jim Dahoney from Marshall+Sterling. The discussion focuses on how Rhodian Group provides managed IT services, cybersecurity, and compliance solutions to enhance productivity and mitigate risks for insurance agencies. Kris share insights on the unique value proposition of Rhodian Group, the significance of data ownership, and the challenges faced in collaborating with insurance agencies.

Takeaways

• Insurance knowledge is critical for effective service delivery in the industry.
• Agents own their data and Rhodian Group acts as stewards.
• Rhodian Group's services help agencies focus on their core business.
• The relationship between Rhodian Group and insurance agencies is built on trust and collaboration.
• The importance of operational excellence in the insurance sector is highlighted.

Learn more about Rhodian Group:
https://rhodiangroup.com/
https://www.facebook.com/RhodianGroup
https://www.linkedin.com/company/therhodiangroup/

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

• Kris Bryant (click here)
• Jim Dahoney (click here)

More information about Marshall+Sterling:
https://marshallsterling.com/
https://www.facebook.com/marshallsterling
https://www.instagram.com/marshallsterlinginsurance/

________________________________________________________________________

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 talks with Jacob Smith and Bogus Handzel about Lightspeed Voice. The conversation delves into the legacy of Handzel & Associates Insurance, the importance of customer service, and the role of technology in enhancing agency operations. Bogus shares insights on the challenges and benefits of adopting new technology, emphasizing the need for effective communication and community engagement. 

Takeaways

• Customer service is a critical differentiator in a competitive market.
• Technology can streamline operations and enhance customer experience.
• Effective communication is essential for agency success.
• Agencies must adapt to changing market dynamics and customer needs.
• Partnerships with technology providers should focus on mutual growth.
• Continuous improvement and feedback are vital for technology integration.
• Agencies should prioritize features that enhance operational efficiency.

Learn more about Handzel & Associates Insurance:
https://www.handzel.com/
https://www.facebook.com/HandzelAssociates/
https://www.linkedin.com/company/handzel/

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

• Bogus Handzel (click here)
• Jacob Smith (click here)

More information about Lightspeed Voice:
https://www.lightspeedvoice.com/
https://www.facebook.com/lsvoice/
https://www.linkedin.com/company/lightspeedvoice/

________________________________________________________________________

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, Kenny Hendricks sits down with Jacob Smith from Lightspeed Voice and  Bogus Handzel from Handzel & Associates. The discussion revolves around the unique offerings of Lightspeed Voice, particularly its focus on the insurance industry, the importance of customer support, and the significance of data ownership for agencies.

Takeaways

• Lightspeed Voice is tailored specifically for insurance agencies.
• Customer support is a key differentiator for Lightspeed Voice.
• Data ownership is crucial for agencies using technology platforms.
• Integration with agency management systems enhances efficiency

Learn more about Lightspeed Voice:
https://www.lightspeedvoice.com/
https://www.facebook.com/lsvoice/
https://www.linkedin.com/company/lightspeedvoice/

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

• Jacob Smith (click here)
• Bogus Handzel (click here)

More information about Handzel & Associates Insurance:
https://www.handzel.com/
https://www.facebook.com/HandzelAssociates/
https://www.linkedin.com/company/handzel/

________________________________________________________________________

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 sits down with JR Bell, owner of Bell Insurance Solutions, and Seth Zaremba from b atomic. They discuss JR's journey from a captive insurance agent to an independent agency owner, the importance of technology in enhancing agency operations, and how neon has transformed JR's agency by automating processes and improving efficiency. 

Takeaways

• The core of insurance is helping people and solving their problems.
• neon allows for customization and efficiency in agency operations.
• Data-driven insights help agencies make informed decisions.
• Automation can significantly reduce the time spent on routine tasks.
• Agencies can scale without necessarily increasing staff by leveraging technology.
• Understanding the cost of operations is key to agency success.
• Technology should enhance the agent's ability to serve clients, not dictate their processes.

Learn more about Bell Insurance Solutions:
https://getbellinsurance.com/
https://www.facebook.com/BellInsuranceSolutions/
https://www.linkedin.com/company/bell-insurance-solutions/
https://www.instagram.com/bellinsurancesolutionsllc/

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

• JR Bell (click here)
• Seth Zaremba (click here)

More information about b atomic's neon platform:
https://www.batomic.com/
https://www.linkedin.com/company/b-atomic-llc/

________________________________________________________________________

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 speaks with Seth Zaremba from b atomic and JR Bell from Bell Insurance Solutions about the neon platform and its impact on independent insurance agencies. They discuss the importance of automation, data ownership, and the challenges faced by agencies in adapting to new technologies. The conversation highlights the need for a growth mindset and the role of independent agents in their communities.

Takeaways

• The neon platform focuses on CRM, workflows, and data integration.
• Automation is essential for independent agencies to remain competitive.
• Data ownership is crucial for agencies, and b atomic ensures agents own their data.
• Technology should enhance agency processes, not dictate them.
• The partnership between b atomic and HawkSoft supports agency growth.
• A growth mindset is vital for agencies looking to thrive in the future.

Learn more about b atomic's neon platform:
https://www.batomic.com/
https://www.linkedin.com/company/b-atomic-llc/

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

• Seth Zaremba (click here)
• JR Bell (click here)

More information about Bell Insurance Solutions:
https://getbellinsurance.com/
https://www.facebook.com/BellInsuranceSolutions/
https://www.linkedin.com/company/bell-insurance-solutions/
https://www.instagram.com/bellinsurancesolutionsllc/

________________________________________________________________________

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 special episode of the Insurance Perspectives podcast, Kenny Hendricks discusses HawkSoft's core value of 'Attitude of Gratitude' with the three co-founders of the company. Sean Hawkins, Paul Hawkins, and Jason Hansen explore the origins of this value, its impact on company culture, leadership, and daily operations. The conversation emphasizes the importance of expressing gratitude in the workplace and how it fosters positive relationships among employees and with clients.

Takeaways

• Gratitude can transform workplace culture.
• Core values guide decision-making at HawkSoft.
• Expressing thanks improves relationships and morale.
• Gratitude is essential for personal and professional growth.
• Thankfulness leads to happiness, not the other way around.
• Practicing gratitude can help alleviate stress.
• Building relationships is at the heart of gratitude.

For more information on HawkSoft's core values, visit: 
https://www.hawksoft.com/about/core-values/

________________________________________________________________________

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