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 s...

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...

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...

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. T...

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 hav...

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....

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 G...

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 o...

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 ...

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 cultu...

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. Takeaway...

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 peo...

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 insu...

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 agen...

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 becomi...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Jake Finnell from RPost and Brenda James from Mathews Insurance to discuss RPost's easy-to-use and affordable email security/compliance services. The conversation highlights the evolution of RPost and the challenges and rewards of working with independent insurance agencies. The episode emphasizes the need for customer success and effective communication in a rapidly changing technological landscape. Corre...

In this episode of the Insurance Protectors podcast, Aron Robertson interviews Joseph G. Ems from Sembley, discussing the importance of data ownership in insurance, the benefits of Sembley's technology for streamlining the insurance process, and the shift from personal to commercial lines among independent agents. They explore Sembley's origin story, its competitive advantages, and how it addresses common challenges like loss runs, ultimately emphasizing the need for efficiency and security i...

In this episode of the Insurance Perspectives Podcast, we share Elia Gourgouris's presentation on navigating conflict from the 2025 HawkSoft User Group National Conference, #HUGatSea. Elia emphasizes the importance of self-awareness, adaptability, and kindness in resolving conflicts. By identifying whether we fall into victim, critic, bystander, or navigator roles, we can better manage our responses to challenges. He encourages listeners to embrace challenges, practice gratitude, and foster a...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks sits down with Elia Gourgouris to discuss the complexities of workplace conflict and resolution. He emphasizes the importance of vulnerability in leadership, the necessity of clear communication, and the role of curiosity in understanding differing perspectives. The conversation also touches on the challenges of family dynamics in business and the need for boundaries to maintain professionalism. Takeaways Conflict is part ...

In this episode of the Insurance Perspectives podcast, Kenny Hendricks, Zac Franz, and Sandi Copson discuss the integration of ePayPolicy at O'Quinn Insurance. Sandi shares insights on the agency's history, their experience with ePay, and how the integration has streamlined workflows and improved client interactions. The conversation also touches on an agent's experience giving feedback to ePay and the overall value that ePay brings to the agency and its clients. Takeaways Onboarding with eP...