The Insurance Perspectives Podcast

How to Choose Technology Partners

December 26, 2023 HawkSoft Season 1 Episode 15
How to Choose Technology Partners
The Insurance Perspectives Podcast
More Info
The Insurance Perspectives Podcast
How to Choose Technology Partners
Dec 26, 2023 Season 1 Episode 15
HawkSoft

In this episode, agency owners Pat Lamb and Brent Thurman share their perspectives on evaluating technology partners for insurance agencies. They discuss the importance of understanding agency needs, asking the right questions, and verifying the features and capabilities of potential partners. They also emphasize the need for agencies to take responsibility for their own data and to thoroughly evaluate agreements before entering into partnerships. 

Resources discussed in today's episode:

  • An Agent's Guide For Evaluating Solution Partners (click here)

To get in touch with today's guests, reach out to them via LinkedIn:

More information about Select Insurance Services:
https://www.selectinsservice.com/
https://www.facebook.com/selectinsservice

More information about Keystone Insurance:
https://keystoneinsurance.com/
https://www.facebook.com/bearriveragent/

________________________________________________________________________

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://twitter.com/hawksoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay

Show Notes

In this episode, agency owners Pat Lamb and Brent Thurman share their perspectives on evaluating technology partners for insurance agencies. They discuss the importance of understanding agency needs, asking the right questions, and verifying the features and capabilities of potential partners. They also emphasize the need for agencies to take responsibility for their own data and to thoroughly evaluate agreements before entering into partnerships. 

Resources discussed in today's episode:

  • An Agent's Guide For Evaluating Solution Partners (click here)

To get in touch with today's guests, reach out to them via LinkedIn:

More information about Select Insurance Services:
https://www.selectinsservice.com/
https://www.facebook.com/selectinsservice

More information about Keystone Insurance:
https://keystoneinsurance.com/
https://www.facebook.com/bearriveragent/

________________________________________________________________________

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://twitter.com/hawksoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay