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Connected Conversations In Insurance

Canopy Connect
Canopy Connect
Insurance
Insurance Industry
Artificial Intelligence
Social Media
Automation
Insurtech
Virtual Intelligence
The Bunker Insurance and Risk Management
Insuretechny
Insurance Technology
Insurance Planning
Branding
Financial Planning
Personal Branding
Content Creation
Agency Zoom
South Florida
Portal
Generative AI

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 th... more

PublishesWeeklyEpisodes31Foundeda year ago
Number of ListenersCategory
Business

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Artwork for Connected Conversations In Insurance

Latest Episodes

Michael Ley on Agency Networks, Tech Stacks, and the HawkSoft Purple Cow | Connected Conversations in Insurance

In this episode of Connected Conversations in Insurance, Ray Huang sits down with Michael Ley, Director of Network Relations at HawkSoft,... more

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Nick Berry on TotalCSR, Microlearning, and Unhinged Insurance Marketing | Connected Conversations in InsuranceIn this episode of Connected Conversations in Insurance, host Ray Huang welcomes former co-host Nick Berry back to the show to share what he... more

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Peter Wood on Mentorship, Community, and Collaboration in Insurance | Connected Conversations

Peter Wood didn't find insurance. Insurance found him. In this episode, Carrie sits down with Peter, agency owner at Kraken Insurance Services based in Cha... more

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Austin Panter on Client-First Tech, Canopy Connect, and Using AI Without Losing the Human Touch | Connected ConversationsIn this episode of Connected Conversations, Canopy Connect host Carrie Thornbrugh speaks with Austin Panter of Kevin Panter Insur... more

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Casey Nelson on SOPs, Front Door Theory & Content as a Growth Differentiator | Connected Conversations

Casey Nelson joins Carrie Thornbrugh for the Connected Conversations season finale to talk about why agencies struggle with tech and operations—an... more

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Dylan DiMarchi on Premium Lock: A 3-Year Price Guarantee for Homeowners Insurance | Connected Conversations in InsuranceRay Huang hosts Dylan DiMarchi, co-founder of Eventual, to discuss the volatility in U.S. homeowners insurance since COVID and how... more

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Victoria Ardito on Insurance Education, Relationship-Driven Selling & InsurTech | Connected ConversationsIn this customer-focused episode of Connected Conversations, host Carrie speaks with Victoria Ardito, a personal lines insurance advisor at Insur... more

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Meaghan Dowd on P&C Insurance Planning for Financial Advisors | Connected Conversations in InsuranceIn this episode of Connected Conversations in Insurance, host Ray Huang talks with Meaghan Dowd, Director of Insurance at Holistiplan, about why perso... more

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Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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People also subscribe to these shows.

The Scratch Agency Podcast
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The Insurance Guys Podcast
The Insurance Guys PodcastScott Howell & Bradley Flowers

Recent Guests

Michael Ley
Director of Network Relations at HawkSoft
HawkSoft
Episode: CCII: Michael Ley
Nick Berry
Insurtech marketing leader; former Canopy Connect Demand Gen Manager; Head of Marketing at TotalCSR
TotalCSR
Episode: CCII: Nick Berry
Peter Wood
Executive at Kraken Insurance, former captive multi-line agent, growth-focused producer relations lead
Kraken Insurance
Episode: CCII: Peter Wood
Austin Panter
Owner at Kevin Panter Insurance
Kevin Panter Insurance
Episode: CCII: Austin Panter
Casey Nelson
Director of Consulting Services for Catalyt
Catalyt
Episode: CCII: Casey Nelson
Dylan DiMarchi
Co-founder of Eventual, creator of Premium Lock
Eventual
Episode: CCII: Dylan DiMarchi
Victoria Ardito
Insurance Office of America advisor with extensive experience in personal and commercial lines
Insurance Office of America
Episode: CCII: Victoria Ardito
Meaghan Dowd
Director of Insurance at Holistaplan
Holistaplan
Episode: CCII: Meaghan Dowd
Tony Lew
Co-founder and managing director of InsureTechNY
InsureTechNY
Episode: CCII: Tony Lew

Hosts

Ray Huang
Host with a focus on insurance technology, agency networks, and product ecosystems; often acts as interviewer and industry observer.
Carrie Thornbrugh
Co-host and marketing leader, frequently guiding conversations on agency tech adoption, branding, and audience education.

Talking Points

Recent interactions between the hosts and their guests.

CCII: Meaghan Dowd
Q: What should insurance agents do to build better referral relationships with financial planners?
Agents should position themselves as the risk-management arm of the advisors' practice, offering education and being readily available for questions and quick quotes. Demonstrating expertise, providing value beyond price, and using education-centered outreach helps build trust and turn advisors into long-term partners.
CCII: Meaghan Dowd
Q: What friction points do advisors face when gathering insurance information, and how does Holistiplan address them?
Advisors faced time-consuming processes and awkward conversations when collecting deck pages and policy details. Holistiplan provides a streamlined lifestyle/needs analysis, supports that with senior CFPs, and integrates with Canopy Connect to reduce data gathering time, making the insurance planning workflow practical for busy advisors.
CCII: Meaghan Dowd
Q: How did you get to the point of expanding into insurance planning, and why now?
The expansion into insurance planning was driven by the realization that advisors have deep client relationships and the need to fill coverage gaps with a needs-based approach, rather than just quoting. It became clear that insurance planning completes the financial protection picture and improves client outcomes, which is why the shift toward broader advisor-led planning is happening now.
Connected Conversations in Insurance | David Carothers
Q: How did you transition from a traditional insurance path to building Florida Risk Partners?
I left a conventional role, followed advice from a mentor, and pursued opportunities that allowed me to grow aggressively while maintaining entrepreneurial flexibility. The shift involved creating a platform that could offer multiple lines and leverage partnerships to protect revenue while expanding services.
CCII: Dylan DiMarchi
Q: How do agents sell Premium Lock and integrate it into the sales process?
Agents typically present Premium Lock at point of sale or midterm renewals, explain the three-year guarantee, and can leverage Canopy Connect to pre-fill data for a quick, seamless quote.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Connected Conversations In Insurance

What is Connected Conversations In Insurance about and what kind of topics does it cover?

A business-focused show examining how technology, data, and practical workflows reshape insurance agencies and brokerages. Episodes consistently explore how modern tech stacks, data connectivity, and AI-powered tools can accelerate quoting, underwriting, and client education while preserving the human touch that clients expect. Guests range from agency leaders and insurtech founders to marketing chiefs and product builders, offering actionable guidance on vendor selection, process standardization, branding, and growth strategies. The series often highlights real-world implementations (such as data integration via Canopy Connect, automation, and needs-based planning) and features candid discussions about challenges like change management, op... more

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How many listeners does Connected Conversations In Insurance get?

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Which podcasts are similar to Connected Conversations In Insurance?

These podcasts share a similar audience with Connected Conversations In Insurance:

1. The Scratch Agency Podcast
2. The Insurance Guys Podcast

How many episodes of Connected Conversations In Insurance are there?

Connected Conversations In Insurance launched a year ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Connected Conversations In Insurance?

Recent guests on Connected Conversations In Insurance include:

1. Michael Ley
2. Nick Berry
3. Peter Wood
4. Austin Panter
5. Casey Nelson
6. Dylan DiMarchi
7. Victoria Ardito
8. Meaghan Dowd

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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