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The Insurance Perspectives Podcast

HawkSoft
Hawksoft
Artificial Intelligence
Leadership
Insurance Industry
Cara AI
Cover Desk
Sonant
Kaplan Insurance Agency
Sembley
Insurance
Insurance Agencies
Servant Leadership
Mergers and Acquisitions
Company Culture
Canopy Connect
Fitts Insurance
Mivation
Core Values
Gaya
Billy Wagner

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.

PublishesWeeklyEpisodes135Founded3 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, host Michael Ley sits down with Nikki Henley, owner of Extra Mile Insurance Solutions, to discuss her experience with Gaya. Nikki walks through how Gaya has given a four-person agency the quoting... more

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In this episode of the Insurance Perspectives podcast, Michael Ley sits down with Sarah Wilson of Gaya to discuss their tool which she calls, "autofill on steroids." She walks listeners through the HawkSoft sync button, Gaya's AI-powered parsing that... more

YouTube

In this episode of the Insurance Perspectives Podcast, host Michael Ley continues the series on Sonant. Jonathan Siegel, sales director at Cash & Forbes Insurance Group, shares what it's actually like to implement an AI receptionist inside a real ind... more

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In this episode of the Insurance Perspectives podcast, host Michael Ley sits down with Francisco Lopes, co-founder and CEO of Sonant, to discuss their AI receptionist. Francisco came to insurance from an unlikely background in physics and astrophysic... more

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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

Sarah Wilson
Gaya solutions consultant with around 20 years of insurance industry experience
Gaya
Episode: Gaya Pt. 1 - Sarah Wilson
Niki Henley
Owner of Extra Mile Insurance Solutions
Extra Mile Insurance Solutions
Episode: Gaya Pt. 1 - Sarah Wilson
Jonathan Siegel
Sales director at Cash & Forbes Insurance Group with more than a decade in insurance.
Cash & Forbes Insurance Group
Episode: Sonant Pt. 2 - Jonathan Siegel
Francisco Lopes
Sonant representative who works with agencies on AI receptionist onboarding and implementation.
Sonant
Episode: Sonant Pt. 2 - Jonathan Siegel
Missy Stallings
Principal and owner at Stallings Insurance Agency
Stallings Insurance Agency
Episode: Social Media Content Creation Pt. 3 with Melissa Stallings
Matt Layson
President at CalRose Insurance
CalRose Insurance
Episode: Social Media Content Creation Pt. 1 with Matt Layson
Dominic Piccirillo
Co-founder of Elevate Teams
Elevate Teams
Episode: Revisiting Elevate Teams with Stanley Meytin and Dominic Piccirillo
Stanley Meytin
Co-founder of Elevate Teams
Elevate Teams
Episode: Revisiting Elevate Teams with Stanley Meytin and Dominic Piccirillo
Raution Jaiswal
CEO of InsuredMine
InsuredMine
Episode: Revisiting InsuredMine with Raution Jaiswal

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.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Gaya Pt. 1 - Sarah Wilson
Q: What is Gaya's approach to data ownership for customers?
Wilson says agencies own their data and control whether it is deleted or saved to their portal. She adds that data is encrypted, Gaya is SOC 2 compliant, and its AI model does not train on client data.
Gaya Pt. 1 - Sarah Wilson
Q: What is Gaya?
Wilson describes it as a browser extension that extracts information from sources such as PDFs, handwritten notes, photos, spreadsheets, and websites, then transfers it into carrier portals, agency systems, and forms.
Sonant Pt. 2 - Jonathan Siegel
Q: What was that experience like for the staff?
Siegel emphasized that the AI receptionist was intended to support staff, not replace them. The agency explained its value to employees and customers, and created a VIP option for customers who prefer not to use AI.
Sonant Pt. 2 - Jonathan Siegel
Q: What drove you guys to look at Sonant and why implement Sonant?
Cash & Forbes wanted to identify call-handling bottlenecks, route callers to the right staff quickly, and improve efficiency and customer experience.
Revisiting Canopy Connect with Ray Huang
Q: What does the future look like for Canopy Connect in terms of CRM and reporting?
Future developments include better reporting on submissions, pulling information back from CRMs, and deeper CRM integrations to provide visibility into deals and performance, not to replace CRMs but to sync relevant data for workflows.

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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To see how many followers or subscribers The Insurance Perspectives Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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 135 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?

Rephonic pulls ratings and reviews for The Insurance Perspectives Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Insurance Perspectives Podcast?

Recent guests on The Insurance Perspectives Podcast include:

1. Sarah Wilson
2. Niki Henley
3. Jonathan Siegel
4. Francisco Lopes
5. Missy Stallings
6. Matt Layson
7. Dominic Piccirillo
8. Stanley Meytin

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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