The Insurance Perspectives Podcast

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.

The Insurance Perspectives Podcast is a business podcast hosted by HawkSoft, with 125 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

HawkSoft hosts The Insurance Perspectives Podcast, a business show with 125 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #129

  Revisiting Canopy Connect with Ray Huang

  Aug 18, 202636 minS6

  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 Policy Paste, a Chrome extension that auto-fills carrier forms with collected data; Deck Site, an AI-powered document intelligence tool that parses even 130-page commercial dec page packets into structured data; four flexible sharing paths that meet clients where they are; and a referral partner management feature for agencies working with dealerships, mortgage brokers, and other partners. He also previews what's coming next, including deeper CRM sync and robust reporting. Takeaways Carrier-connected data beats everything else. It comes straight from the source, not from memory. Policy Paste fills carrier forms automatically. No more manually re-entering the same data twice. Meet clients where they are. Four sharing paths mean no client gets left behind. Don't Frankenstein your tech stack. One platform that integrates beats cobbling tools together. Referral partner management is live. Track leads by partner, location, and individual sales rep. Previous episodes featuring Ray Huang: Canopy Connect Pt. 1 - Apple Podcasts and Spotify Canopy Connect Pt. 2 - Apple Podcasts and Spotify Learn more about Canopy Connect: Book a demo https://www.usecanopy.com/ https://www.linkedin.com/company/canopy-connect/ To get in touch with today's guests, reach out below: Ray Huang ( click here ) Brad Boldt ( click here ) ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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  Episode #128

  Revisiting GloveBox with Ryan Mathisen

  Aug 11, 202631 minS6

  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 adoption playbook and walks through major new features including full white label branding, an embedded quoting marketplace, a new per-user pricing model, and Flows, a full CRM being built natively inside the product. He also shares his take on the AI frenzy and why the fundamentals of sales and service still win. Takeaways GloveBox adoption starts with your website. Four simple steps can get you to 100% adoption. Website, hold recording, out-of-office replies, and the action menu. The new per-user model removes the pressure to scale fast. White label means your brand, not GloveBox's. Flows will let agencies run campaigns, pipelines, and live client messaging in one place. Run your race. Stop looking over the fence at AI, the basics still wins. Previous episodes featuring Ryan Mathisen: GloveBox Pt. 1 - Apple Podcasts and Spotify GloveBox Pt. 2 - Apple Podcasts and Spotify Learn more about GloveBox: https://glovebox.io/ https://www.linkedin.com/company/gloveboxapp/ To get in touch with today's guests, reach out below: Ryan Mathisen ( click here ) Brad Boldt ( click here ) ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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  Episode #127

  Sense of Community with Jake Dunbar & Greg Fish

  Jul 7, 202635 minS5

  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 the curtain on one of HawkSoft's defining core values, Sense of Community. They trace its origins back to the early days of the company and explore what it actually looks like in practice. Jake shares how HawkSoft involved its own employees in writing the core values, and why those values have guided executive decisions ever since. Greg and Jake share personal stories that illustrate why, at HawkSoft, sense of community isn't a marketing tagline, it's how decisions get made. Takeaways Core values mean nothing if they don't guide decisions. HawkSoft's core values were built collaboratively. Community includes employees, customers, vendors, and partners. It's not just the people inside the building. Two-minute wait times are a commitment, not a coincidence. HawkSoft invests in support because they mean it. Win-win isn't just a slogan. HawkSoft looks for ways to leave people better off. For more information on HawkSoft's core values, visit: https://www.hawksoft.com/about/core-values/ To get in touch with Jake, Greg, or Brad, reach out below: Jake Dunbar ( click here ) Greg Fish ( click here ) Brad Boldt ( click here ) ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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  Episode #126

  Cover Desk Pt. 2 - Brad Kaplan

  Jun 30, 202629 minS5

  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 most enthusiastic adopters, why specialization is the key to getting the most out of virtual staff, and how Cover Desk's accounting feature has allowed his agency to reclaim 15 hours of his month. He also shares the agency's unique niche of insuring performing arts theaters across the country through what they call the "Red Carpet Program." Takeaways Specialize your VAs the same way you specialize your staff. Virtual Assistants (VA) handle the back-end so licensed people can focus on coverage conversations. Add responsibilities gradually. Dump too much at once and nobody wins. Cover Desk handles the IT, onboarding, and tech setup. Just put your toe in the water when it comes to adopting a VA. The investment is low, the upside is high, and you'll find more work for them than you expect. Learn more about Kaplan Insurance Agency: https://www.kaplaninsuranceagency.com/ https://www.facebook.com/KaplanInsuranceAgency https://www.linkedin.com/company/kaplan-insurance-agency-inc-/ To get in touch with today's guests, reach out below: Brad Kaplan ( click here ) Andy Priesman ( click here ) Kelsey Tenaillon ( click here ) Brad Boldt ( click here ) More information about Cover Desk: https://coverdesk.com/ https://www.facebook.com/coverdesk https://www.linkedin.com/company/coverdesk/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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  Episode #125

  Cover Desk Pt. 1 - Andy Priesman and Kelsey Tenaillon

  Jun 23, 202632 minS5

  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 independent agent. Andy shares the origin story of Cover Desk, from hiring his first virtual assistant (VA) at Greenway Insurance in 2016 to building a 1,700-person operation. He and Kelsey break down what Cover Desk does differently: in-office infrastructure, end-to-end foundational training, and a client success team that supports agencies well past onboarding. They also get practical about the top duties VAs handle, what makes agencies succeed or fail with virtual staff, and their other services that make Cover Desk more than just a VA provider. Takeaways Cover Desk started as a solution to Andy's own staffing problem. VAs can outperform local hires when given the right training and support. You don't need perfect SOPs to start. Cover Desk will help you build them. Training matters. Agencies that don't invest time upfront won't succeed with any hire. Cover Desk is more than VAs — shared services, accounting, claims, and automation are all services they offer. Treat your VA like a team member, not a task machine. Learn more about Cover Desk: https://coverdesk.com/ https://www.facebook.com/coverdesk https://www.linkedin.com/company/coverdesk/ To get in touch with today's guests, reach out below: Andy Priesman ( click here ) Kelsey Tenaillon ( click here ) Brad Kaplan ( click here ) Brad Boldt ( click here ) More information about Kaplan Insurance Agency: https://www.kaplaninsuranceagency.com/ https://www.facebook.com/KaplanInsuranceAgency https://www.linkedin.com/company/kaplan-insurance-agency-inc-/ ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on HawkSoft, visit: https://www.hawksoft.com/ https://www.facebook.com/hawksoft https://x.com/HawkSoft https://instagram.com/hawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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