In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with Torry Wilcox to discuss the role of ClaimSetter in his agency. The conversation explores the challenges faced by agencies in the claims process, the importance of customer experience, and how ClaimSetter serves as a valuable partner in improving client satisfaction and retention.

Takeaways

• Customer experience is crucial in retaining clients.
• ClaimSetter helps improve the claims experience significantly.
• Speed and efficiency in claims handling leads to happier clients.
• Communication with clients during the claims process is vital.

Learn more about Insure Pro:
https://www.insurepro.biz/
https://www.facebook.com/insureproins/
https://www.instagram.com/insureprollc/

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

• Torry Wilcox (click here)
• Elnor Rozenrot (click here)

More information about ClaimSetter:
https://www.claimsetter.com/
https://www.linkedin.com/company/claimsetter/

________________________________________________________________________

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Elnor Rozenrot of ClaimSetter and Torry Wilcox from Insure Pro. They discuss the challenges of the insurance claims process, the importance of trust between parties, and how ClaimSetter aims to streamline claims for a better customer experience. The conversation also touches on data ownership, the inertia within the insurance industry, and the opportunities for agencies to enhance their service offerings.

Takeaways

• ClaimSetter simplifies the claims process into three stages.
• A good claims experience can enhance customer retention.
• Inertia in the insurance industry presents challenges.
• Every agency has unique needs and challenges.
• There is significant potential for innovation in insurance.

Learn more about ClaimSetter:
https://www.claimsetter.com/
https://www.linkedin.com/company/claimsetter/

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

• Elnor Rozenrot (click here)
• Torry Wilcox (click here)

More information about Insure Pro:
https://www.insurepro.biz/
https://www.facebook.com/insureproins/
https://www.instagram.com/insureprollc/

________________________________________________________________________

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks sits down with members of the HawkSoft sales team, Paul Moyes and Linda Anderson, to explore the unique sales approach of HawkSoft. The conversation delves into the consultative sales philosophy that prioritizes building relationships over meeting quotas, the characteristics of HawkSoft customers, and the motivations that drive them. The discussion also highlights the importance of understanding the insurance industry and the value of long-term connections with clients.

Takeaways

• Understanding the customer's needs is paramount.
• The sales process should be tailored to the customer's timeline and needs, not the salesperson's agenda.
• A consultative approach fosters trust and leads to better customer relationships.
• Clear communication about goals and expectations is essential in the sales process.
• Slow down and take your time in the sales process.
• Do not talk down about competitors; focus on your strengths.
• Building relationships with clients is key to success.

Learn more about HawkSoft and their dedication to delivering a "purple cow" experience by visiting this link.

To get in touch with today's guests, email [email protected] or reach out below:

• Paul Moyes (click here)
• Linda Anderson (click 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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/