Connected Conversations in Insurance

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Connected Conversations In Insurance

Canopy Connect

20 episodes

1 day ago

Connected Conversations in Insurance – A Canopy Connect Podcast Welcome to Connected Conversations in Insurance, the podcast by Canopy Connect where we dive into the stories, strategies, and technology shaping the future of the insurance industry. Each episode, we sit down with top agents, industry leaders, and innovators to discuss the challenges they face, the solutions they’ve found, and how they’re streamlining their processes to better serve clients.

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Connected Conversations in Insurance | Charles McDade

Connected Conversations In Insurance

28 minutes 53 seconds

1 week ago

Connected Conversations in Insurance | Charles McDade

Charles McDade's Origin Story & Success in Insurance In this episode of Connected Conversations in Insurance, host Ray welcomes Charles McDade, owner of McDade Insurance Brokerage Group. Charles shares his unique journey into the insurance industry, marked by resilience and a sprinkle of spite, eventually leading to the establishment of his own agency. They discuss the importance of relationships with carriers, the value of joining an agency network, and the challenges of navigating a hard market. Charles also talks about his recent election to the board of the Independent Insurance Agents of Houston, making history as its first African American member. The episode concludes with a fun, superhero-themed discussion, exploring which heroes embody the qualities of an insurance agent. Charles also provides insights into his tech stack and emphasizes the importance of balancing AI with human connections.

00:00 Introduction and Welcome

00:42 Meet Charles McDade

02:11 Charles' Insurance Origin Story

04:04 Starting McDade Insurance

04:53 Joining Premier Group Insurance

08:01 Challenges with Small Carriers

09:25 Historic Board Election

15:11 Superhero Fun

20:46 Tech Stack and Innovations

25:31 Final Thoughts and Sign Off

Connect with Charles:

LinkedIn: https://www.linkedin.com/in/charlesmcdade/

Website: https://www.mcdadeins.com/