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Artwork for The Insurance Perspectives Podcast

The Insurance Perspectives Podcast

HawkSoft
Hawksoft
Artificial Intelligence
Leadership
Insurance Industry
Cara AI
Cover Desk
Kaplan Insurance Agency
Sembley
Servant Leadership
Mergers and Acquisitions
Company Culture
Fitts Insurance
Mivation
Core Values
Billy Wagner
Ashmead Insurance Associates
Insurance
Jump Suit Group
Liberate Voice
Perpetuation

The Insurance Perspectives podcast provides honest, open, and transparent conversations with members of the independent insurance space about technology partners, mental health, building a tech stack, and more.

PublishesWeeklyEpisodes128Founded3 years ago
Number of ListenersCategories
BusinessTechnology

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Artwork for The Insurance Perspectives Podcast

Latest Episodes

In this episode of the IP podcast, Brad Boldt reconnects with Seth Zaremba, founder and CEO of b atomic, for an update on everything that's evolved since Seth's last appearance on the podcast in 2025. b atomic started as a push-button endorsement too... more

YouTube

In this episode of the IP podcast, Brad Boldt reconnects with Torey Maerz, co-founder and CEO of ClientCircle, for an update on the platform since his last appearance on the podcast in 2024. What started in 2013 as an NPS and referral tool has grown ... more

YouTube

In this episode of the IP Podcast, Brad Boldt sits down with Ray Huang, Vice President of Marketing at Canopy Connect, for an update on everything that's evolved with Canopy since Ray's last IP podcast appearance in 2024. Ray walks listeners through ... more

YouTube

In this episode of the Insurance Perspectives podcast, Brad Boldt reconnects with Ryan Mathisen, CEO and co-founder of GloveBox, for an update on everything that's changed since Ryan's last IP podcast appearance. Ryan breaks down GloveBox's four-step... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Brad Kaplan
Owner of Kaplan Insurance Agency
Kaplan Insurance Agency
Episode: Cover Desk Pt. 1 - Andy Priesman and Kelsey Tenaillon
Andy Priesman
CEO and Founder of Cover Desk
Cover Desk
Episode: Cover Desk Pt. 1 - Andy Priesman and Kelsey Tenaillon
Ashley Winebrenner
Insurance Agent at Dwyer Insurance Agency, third-generation agent
Dwyer Insurance Agency
Episode: Growing and Leading in a Family Agency with Ashley Winebrenner
Jason Larsen
CEO, Risk Advisor at First State Insurance Agency Southwest
First State Insurance Agency Southwest
Episode: Building a Growth-Focused Agency with Jason Larsen
Jesse Villafranca
Agency owner at Evergreen Insurance
Evergreen Insurance
Episode: Growing a Values‑Driven Agency with Jesse Villafranca
Darrin DeFouw
Director of Partner Integrations at HawkSoft
HawkSoft
Episode: Getting to Know HawkSoft's New Director of Partner Integrations with Darrin DeFouw
Michael Ley
HawkSoft Director of Agency Networks
HawkSoft
Episode: Choosing a Network and Auditing Tech with Michael Ley
Dirk Zeigler
Co-owner of Zeigler Insurance; Navy veteran; moved from Farmers to independent
Zeigler Insurance
Episode: Family Dynamics with Dirk and Beth Zeigler
Beth Zeigler
Co-owner of Zeigler Insurance; marketer by training; joined the agency post-start
Zeigler Insurance
Episode: Family Dynamics with Dirk and Beth Zeigler

Host

Brad
Host of The Insurance Perspectives Podcast

Reviews

5.0 out of 5 stars from 6 ratings
  • Fun and unique!

    Not just your normal insurance podcast! Lord of great insight and entertaining.

    Apple Podcasts
    5
    JeffWhite19
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The conversations frequently highlight tech partners and actionable workflows.
This show is consistently insightful and not your typical insurance podcast.
Guests bring practical, real-world agency experience.
The storytelling around family-owned agencies adds a personal, relatable touch.

Talking Points

Recent interactions between the hosts and their guests.

Growing and Leading in a Family Agency with Ashley Winebrenner
Q: What prompted you to join HawkSoft's Taking Flight Program, and how has it helped you as you transition into ownership?
Ashley explains that the program provides mentorship and a structured environment to connect with others in similar situations, helping her navigate governance, reports, and agency growth while avoiding isolation common to small, family-run agencies.
The Value of the HawkSoft User Group with George Patterson
Q: What other benefits exist for members outside of the national conference?
There are regional events, webinars, and partner webinars that address operational, morale, and mental health topics, providing ongoing learning and support beyond the main conferences.
The Value of the HawkSoft User Group with George Patterson
Q: Why is attending HUG conferences important for agents and their agencies?
Attending goes beyond sessions; it builds content connections and personal networks, giving agents real opportunities to learn, share, and implement improvements that can boost efficiency and growth.
The Value of the HawkSoft User Group with George Patterson
Q: How does a HUG event separate itself from other industry events?
George explains that the differentiator is direct access to developers and decision-makers, plus a collaborative environment where user voices drive future features, often with visible traction after requests are made.
Agency Acquisitions Pt. 1 - Carey Wallace
Q: Carey, what does it mean to buy an agency? Can you talk about the elements of buying an agency?
A typical acquisition centers on the book of business—the renewals and the relationships that come with a list of clients. Sometimes the whole entity is purchased, but more often buyers acquire the book, which means taking over the existing client relationships and the associated assets and liabilities. The deal structure varies: it can be all cash, or pay-over-time, or a mix depending on the quality of the book and the synergies with the buyer.

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 The Insurance Perspectives Podcast

What is The Insurance Perspectives Podcast about and what kind of topics does it cover?

The show targets professionals in the independent insurance space, with a strong emphasis on technology, agency operations, and growth strategies. Episodes consistently feature agency leaders, technology providers, and ecosystem partners discussing how to modernize workflows, implement and govern tech stacks, and scale with people-first cultures. A standout is the frequent alignment with HawkSoft and other tech vendors, plus deep dives into family- and founder-led agency dynamics, making practical, real-world lessons accessible to independent agencies of varying sizes. The format often blends hands-on operational guidance with strategic perspectives, offering actionable takeaways for listeners evaluating tech partners, onboarding staff, or ... more

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How many listeners does The Insurance Perspectives Podcast get?

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What are the audience demographics for The Insurance Perspectives Podcast?

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Which podcasts are similar to The Insurance Perspectives Podcast?

These podcasts share a similar audience with The Insurance Perspectives Podcast:

1. The Scratch Agency Podcast
2. Business Refocused
3. Scale Your Insurance Agency | Hosted by Mike Stromsoe
4. Power Producers Podcast
5. The Insurance Guys Podcast

How many episodes of The Insurance Perspectives Podcast are there?

The Insurance Perspectives Podcast launched 3 years ago and published 128 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Insurance Perspectives Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Insurance Perspectives Podcast?

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What guests have appeared on The Insurance Perspectives Podcast?

Recent guests on The Insurance Perspectives Podcast include:

1. Brad Kaplan
2. Andy Priesman
3. Ashley Winebrenner
4. Jason Larsen
5. Jesse Villafranca
6. Darrin DeFouw
7. Michael Ley
8. Dirk Zeigler

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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