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

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.

________________________________________________________________________

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, Stephen Harrington-Descoteaux discusses the importance of agency culture, the role of technology in independent insurance agencies, and the necessity of clean data. He emphasizes the balance between automation and personal touch, especially in client interactions, and shares insights on how agencies can maximize their technology usage.

Takeaways

• Culture is crucial for independent agents to thrive.
• Understanding agency needs is key to growth.
• Automation can streamline many agency processes.
• Not everything should be automated; personal touch matters.
• Clean data is essential for effective decision-making.
• Maintaining personal connections is vital in larger agencies.

Learn more about Agency Performance Partners:
https://www.agencyperformancepartners.com/
https://www.facebook.com/agencyperformancepartners
https://www.instagram.com/appsinsurance/
https://www.linkedin.com/company/agency-performance-partners/

To connect with Stephen, reach out via LinkedIn by clicking here or contact via the Agency Performance Partners website.

________________________________________________________________________

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 Ryan Hanley, CEO of Finding Peak, about the evolution of technology in the insurance industry. They discuss the importance of defining agency identity before selecting technology, the journey of Hanley's own agency, Rogue Risk, and the cultural changes necessary for agency success. The conversation emphasizes that technology should serve the agency's needs and that employee satisfaction is crucial for customer satisfaction.

Takeaways

• You have to figure out who you want to be first as an agency.
• Customer satisfaction is a derivative of employee satisfaction.
• If you are the number one producer in your agency, you are doing something wrong.
• You need to have one or two powerful needle moving moments each day.
• You have to get out of this mindset of identifying as independent insurance agents.
• The most important piece of technology in an agency are the human beings.

Learn more about Ryan Hanley and Finding Peak:
https://ryanhanley.com/
https://www.instagram.com/ryan_hanley
https://www.linkedin.com/in/ryanhanley/
https://www.youtube.com/c/ryanmhanley

________________________________________________________________________

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 Peggy Corbett of Agency Transformations about the intersection of technology and process in independent insurance agencies. They discuss the importance of revitalizing business processes and how automation can enhance agency operations. Peggy emphasizes the need for strong client interaction and the significance of utilizing technology effectively.

Takeaways

• Agencies often underutilize their existing technology.
• Automation can help streamline mundane tasks.
• Understanding the market is essential for client education.
• Agencies should focus on maximizing their management systems.
• Technology should complement existing processes, not replace them.
• Regular account reviews are vital for client relationships.
• Agencies need to support carriers that support them.

Learn more about Agency Transformation
https://www.agencytransform.com/
https://www.facebook.com/agencytransform

To connect with Peggy, reach out via LinkedIn by clicking here or contact via the Agency Transformation website.

________________________________________________________________________

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, Kenny Hendricks interviews Chris Cline, executive director of ACT, the Agents Council for Technology, about the role of technology in the insurance industry. They discuss the importance of finding a community to join and learn from, the transformation of ACT, and the adoption of AI in agencies. He also encourages agencies to talk to their tech providers and carriers to understand their roadmap and influence the development of AI solutions. The conversation explores the importance of understanding the problem before seeking technological solutions and emphasizes the need for agencies to slow down to evaluate their current processes before adopting new technology.

Takeaways

• ACT brings together carriers, technology providers, and agents in a neutral and collaborative space to discuss technology.
• Most agencies will be consumers of AI products rather than builders.
• Exploring resources outside the industry can provide a broader perspective on AI.
• Attending industry events and connecting with trade associations can provide valuable insights and networking opportunities.
• Collaborating with peers and learning from their experiences can help agencies make informed decisions about technology adoption.
• The insurance industry is diverse, and agencies should consider their unique business models and infrastructure when evaluating technology solutions.

Learn more about ACT:
https://www.independentagent.com/ACT
https://x.com/ACT4Agents
https://www.facebook.com/independentagent

To connect with Chris, reach out via LinkedIn 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, Kenny Hendricks interviews Scott Howell of iProtect Insurance and Financial Services about mental health as an agency owner. He emphasizes the value of having a great team and not letting other people control your mood. Scott emphasizes the importance of honesty and transparency in building relationships and believes that sharing the bad and the mistakes can be more valuable than showcasing only the good. He also discusses the significance of expressing love and appreciation to others. Scott concludes by highlighting the importance of positive energy and self-awareness in leadership. 

Takeaways

• Maintaining a positive attitude is important in business and life.
• Being open and honest can lead to more meaningful connections and success.
• Recognize that the present and future are more important than the past.
• Positive energy and self-awareness are crucial in leadership.
• Being a public figure comes with a responsibility to make good decisions.

Learn more about iProtect Insurance and Financial Services:
https://iprotectinsurance.com/
https://www.facebook.com/iprotectinsurance
https://www.instagram.com/iprotectinsurance/
https://x.com/iPROTECTinsured

To connect with Scott, reach out via LinkedIn by clicking here. 

Book recommendations:

• Greenlights by Matthew McConaughey
• How Will You Measure Your Life? by Clayton M. Christensen, James Allworth, and Karen Dillon
• Good Vibes, Good Life: How Self-Love Is the Key to Unlocking Your Greatness by Vex King

________________________________________________________________________

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