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's
• Growth 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 [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 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.

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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 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.

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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 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 [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 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 [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, 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 [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, Dustin Parker, co-founder of SALT, shares his journey of transforming agency culture. He emphasizes the importance of showing care for employees, developing a clear vision, and fostering a collaborative environment. Through personal anecdotes and practical strategies, Parker illustrates how humility, recognition, and a focus on core values can lead to a thriving workplace culture.

This presentation was recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

• Creating a culture of care is essential for agency success.
• Leadership requires humility and self-awareness.
• A clear vision is foundational for organizational culture.
• Core values should guide all organizational decisions.
• Culture is the internal identity of an organization.
• Vision should transcend business objectives.

To get in touch with Dustin, reach out via LinkedIn.

More information about SALT:
https://salt.insure/
https://www.facebook.com/saltinsure
https://www.instagram.com/saltinsure

________________________________________________________________________

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, Nicole Harris and Mary Hyland discuss strategies for cultivating leadership at every level and phone and email etiquette. Nicole focuses on the importance of empowering staff and fostering a positive workplace culture. Mary provides practical tips for effective communication in the insurance industry.

These presentations were recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

• Identify and utilize the strengths of your staff.
• Create an environment where staff can make decisions.
• Establish clear visions and objectives for collaboration.
• Invest in workplace culture to strengthen relationships.
• Trust your staff to make decisions without second-guessing.
• Use proper etiquette in phone and email interactions.
• Always proofread your communications before sending.

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

• Nicole Harris (click here)
• Mary Hyland (click here)

More information about Atkinson Insurance Agency:

• https://www.atkinsoninsuranceagency.com/
• https://www.facebook.com/AtkinsonInsurance/
• https://www.instagram.com/atkinsoninsuranceagency/

More information about Cedar Risk Management:

• https://www.cedarrisk.com/
• https://www.facebook.com/CedarRisk/
• https://www.instagram.com/cedarrisk/

Learn more about the HawkSoft User Group's Fall Regional Meetings 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, Rushang Shah and Paul Moyes of HawkSoft share insights on leadership and personal fulfillment. Rushang discusses the concept of servant leadership, emphasizing the importance of supporting team members and fostering growth. Paul explores the difference between fleeting happiness and lasting joy, offering practical tips for cultivating joy through gratitude, meaningful connections, and intentional living.

These presentations were recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

• Servant leadership focuses on supporting and growing team members.
• True leaders are foundational elements, not just figureheads.
• The modern worker seeks purpose beyond just a job.
• Acts of kindness can significantly boost joy and well-being.
• Gratitude can lead to a measurable increase in happiness.
• Intentional living requires effort and mindfulness.
• Leadership should be about creating a supportive environment.

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

• Rushang Shah (click here)
• Paul Moyes (click here)

Learn more about the HawkSoft User Group's Fall Regional Meetings 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, Brent Thurman and Michelle Hancock discuss the importance of team dynamics, leadership, and employee engagement within the insurance industry. Brent shares insights on leading without authority, emphasizing the need for self-awareness and the ability to influence others positively. Michelle highlights the significance of clarity in leadership and the impact of meaningful mission and vision statements on employee retention and agency culture. Together, they provide actionable strategies for enhancing leadership effectiveness and fostering a supportive work environment.

These presentations were recorded at the 2025 HawkSoft User Group (HUG) National Conference.

Takeaways

• True leadership is about influence, not authority.
• Agency culture is defined by the perceptions of its members.
• Self-care is essential for effective leadership.
• Every team member has the potential to lead.
• Clarity in mission and vision enhances employee engagement.
• Employees are more likely to stay when they feel connected to a purpose.
• Mission statements should reflect the true purpose of the agency.
• Values guide decision-making and shape culture.

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

• Brent Thurman (click here)
• Michelle Hancock (click here)

More information about Keystone Insurance:

• https://keystoneinsurance.com/
• https://www.facebook.com/bearriveragent/

More information about PNW Insurance Group:

• https://www.pnwinsurancegroup.com/
• https://www.facebook.com/pnwinsurance/

Learn more about the HawkSoft User Group's Fall Regional Meetings 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