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

In this episode of the Insurance Perspectives podcast, George Patterson shares his experiences and insights from attending the HawkSoft User Group (HUG) National Conference. He discusses the value of networking, building relationships, and the importance of engaging with HawkSoft leadership. The conversation highlights the benefits of being part of the HUG community, including access to resources, learning opportunities, and the personal connections formed through shared experiences.

Takeaways

• Attending HUG events provides valuable insights for agency improvement.
• Networking at HUG events fosters long-lasting friendships.
• HUG offers direct access to HawkSoft developers and decision-makers.
• The community aspect of HUG enhances professional relationships.
• User sharing among members is a key benefit of HUG.
• Hawksoft actively listens to user feedback for product development.

Learn more about HUG:

• https://hawksoftusergroup.org/
• https://www.facebook.com/groups/Hawksoft
• https://www.linkedin.com/company/hawksoftusergroup

To get in touch with George, reach out on LinkedIn.

More information about Williamson Insurance Service:

• https://www.williamsoninsurance.net/
• https://www.facebook.com/WilliamsonInsuranceZanesville/
• https://www.linkedin.com/company/williamson-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, Paul Hawkins and Rushang Shah discusses the importance of developing a strong company culture. They share insights on how to define and disseminate culture within an organization, the significance of core values, and the role of leadership in fostering an environment where employees feel valued and engaged.

Takeaways

• Culture is defined by consistent and repeated behaviors.
• Purpose should extend beyond just selling products.
• Investing in people leads to customer satisfaction.
• Real-life role models help define behavior expectations.
• Stories are powerful tools for conveying culture.
• Core values should be living documents that evolve.

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

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

More information about HawkSoft's core values: 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, Kenny Hendricks chats with April Jordan about the impact of Levitate on Carolina Property Insurance. They discuss the agency's growth, the importance of client relationships, and how Levitate has transformed their operations through automation and personalized communication. April shares her passion for the insurance industry and the value of maintaining connections with clients and referral partners.

Takeaways

• April emphasizes the importance of personal relationships in insurance.
• Automation through Levitate has freed up staff time for more valuable tasks.
• Personalized follow-ups have enhanced client engagement and satisfaction.
• Levitate's integration with HawkSoft streamlines operations for the agency.
• Feedback from users is crucial for Levitate's ongoing development.

Learn more about Carolina Property Insurance:
http://www.carolinapropertyinsurance.com/
https://www.facebook.com/carolinapropertyinsurance/
https://www.instagram.com/carolinapropertyinsurance/

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

• April Jordan (click here)
• Leia Stallings (click here)

More information about Levitate:
https://www.levitate.ai/
https://www.facebook.com/LevitateAI
https://www.instagram.com/levitateai/

________________________________________________________________________

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 Leia Stallings from Levitate and April Jordan from Carolina Property Insurance to discuss the unique value proposition of Levitate's communication platform. The conversation touches on the challenges faced by insurance agencies and the rewarding relationships built through technology partnerships.

Takeaways

• Levitate is a communication platform for relationship businesses.
• Building relationships is key to agency success.
• Levitate's integration with HawkSoft streamlines operations.
• Personalized outreach is essential for client retention.
• Customer empathy is a core value at Levitate.
• The culture at Levitate fosters strong relationships with clients.

Learn more about Levitate:
https://www.levitate.ai/
https://www.facebook.com/LevitateAI
https://www.instagram.com/levitateai/ 

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

• Leia Stallings (click here)
• April Jordan (click here)

More information about Carolina Property Insurance:
http://www.carolinapropertyinsurance.com/
https://www.facebook.com/carolinapropertyinsurance/
https://www.instagram.com/carolinapropertyinsurance/

________________________________________________________________________

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 is joined by Brenda James and Jake Finnell to discuss the importance of secure communication, the innovative features of RPost, and the evolving landscape of cybersecurity. Brenda shares how Mathews Insurance utilizes RPost to enhance agency efficiency and client security. 

Takeaways

• RPost offers a range of services beyond electronic signatures, including encrypted email and tracking.
• Cybersecurity threats are becoming more sophisticated, necessitating advanced protective measures.
• Integration and automation can significantly enhance agency efficiency and client service.
• Understanding the risks associated with new technologies is crucial for agency owners.

Learn more about Mathews Insurance:
https://mathewsinsurance.com/
https://www.facebook.com/MathewsInsuranceinc/
https://www.instagram.com/mathewsinsuranceinc/

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

• Brenda James (click here)
• Jake Finnell (click here)

More information about RPost:
https://rpost.com/
https://www.facebook.com/RPostInc
https://www.linkedin.com/company/rpost/

________________________________________________________________________

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