
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
Levitate Pt. 2 - April Jordan
In this episode, Kenny Hendricks chats with April Jordan about the impact of Levitate on Carolina Property Insurance. They discuss the agency's growth, the importance of client relationships, and how Levitate has transformed their operations through automation and personalized communication. April shares her passion for the insurance industry and the value of maintaining connections with clients and referral partners.
Takeaways
- April emphasizes the importance of personal relationships in insurance.
- Automation through Levitate has freed up staff time for more valuable tasks.
- Personalized follow-ups have enhanced client engagement and satisfaction.
- Levitate's integration with HawkSoft streamlines operations for the agency.
- Feedback from users is crucial for Levitate's ongoing development.
Learn more about Carolina Property Insurance:
http://www.carolinapropertyinsurance.com/
https://www.facebook.com/carolinapropertyinsurance/
https://www.instagram.com/carolinapropertyinsurance/
To get in touch with today's guests, reach out below:
- April Jordan (click here)
- Leia Stallings (click here)
More information about Levitate:
https://www.levitate.ai/
https://www.facebook.com/LevitateAI
https://www.instagram.com/levitateai/
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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
Intro/Outro music by Denys Kyshchuk from Pixabay