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Artwork for The Insurance Perspectives Podcast

The Insurance Perspectives Podcast

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

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.

PublishesWeeklyEpisodes124Founded3 years ago
Number of ListenersCategories
BusinessTechnology

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Artwork for The Insurance Perspectives Podcast

Latest Episodes

In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with two members of the HawkSoft leadership team: Jake Dunbar, Director of Product Support, and Greg Fish, Director of IT and Information Security. Together they pull back th... more

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In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Brad Kaplan, president and CEO of Kaplan Insurance Agency. The discuss how Brad's friendship with Andy Priesman led him to become one of Cover Desk's earliest and m... more

YouTube

In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with Andy Priesman, CEO and founder of Cover Desk, and Kelsey Tenallion, Sr. Director of Business Development of Cover Desk, to talk about how Cover Desk can benefit an indep... more

YouTube

In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Ashley Winebrenner, a third-generation insurance professional at Dwyer Insurance Agency in London, Ohio. Ashley shares her winding path to insurance — from working ... more

YouTube

Key Facts

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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 [full name varies by record]
Host of the Insurance Perspectives Podcast with sponsor/presenter role in some episodes

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.

Not just your normal insurance podcast—lots of practical insight.
Helpful sponsor integrations that illustrate tool adoption in action.
High-quality guests who bring real-world experiences to life.
Entertaining and full of actionable takeaways for agency tech.

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?

A podcast focused on independent insurance agencies, technology adoption, and agency growth, frequently exploring how to evaluate networks, implement new tools, and align tech with people and processes. Episodes spotlight family-owned agencies, governance and succession, AI and automation, and practical technology integrations (AMS, CRM, analytics, and AI assistants) within real-world agency contexts. Notable is the mix of hands-on operator perspectives, vendor-led discussions, and candid conversations about challenges like legacy data, change management, and the balance between growth and culture. This makes it a strong fit for listeners who want actionable insights on building scalable, tech-enabled agencies while maintaining people-first... more

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How many listeners does The Insurance Perspectives Podcast get?

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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. Business Refocused
2. The Scratch Agency Podcast
3. Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe
4. Connected Conversations In Insurance
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 124 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?

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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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