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.
Episodes
123 episodes
Cover Desk Pt. 2 - Brad Kaplan
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...
Cover Desk Pt. 1 - Andy Priesman and Kelsey Tenaillon
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...
Growing and Leading in a Family Agency with Ashley Winebrenner
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 wo...
Building a Growth-Focused Agency with Jason Larsen
In this episode of the Insurance Perspectives Podcast, Brad Boldt sits down with Jason Larsen, CEO and Risk Advisor at First State Insurance Agency Southwest, to discuss his rapid journey from outside the insurance industry to agency owner. Jas...
Growing a Values‑Driven Agency with Jesse Villafranca
In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Jesse Villafranca, owner of Evergreen Insurance, to share the story of building an independent insurance agency from the ground up. Jesse walks through his jo...
Getting to Know HawkSoft's New Director of Partner Integrations with Darrin DeFouw
In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Darrin DeFouw, Director of Partner Integrations at HawkSoft, to explore his 20‑year journey with the company and his new role building and maintaining HawkSof...
Choosing a Network and Auditing Tech with Michael Ley
In this episode of the Insurance Perspectives podcast, host Brad Boldt is joined by Michael Ley, HawkSoft Director of Networks, to discuss choosing the right network and conducting effective technology audits. Michael shares practical guidance ...
Family Dynamics with Dirk and Beth Zeigler
In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Dirk and Beth Zeigler of Zeigler Insurance to discuss the realities of building and running an independent insurance agency as a married couple. Dirk and Beth...
Family Dynamics with Ashmead Insurance Associates
In this episode of the Insurance Perspectives podcast, Megan Ashmead Pacella and Kim Ashmead Leyens share insights on managing family dynamics within their independent insurance agency. They discuss the evolution of their agency, the challenges...
Family Dynamics with Dee and Jackie Zampella
In this episode of the Insurance Perspectives podcast, Brad Boldt speaks with Dee and Jackie Zampella of EAB Insurance Group about leading and modernizing a family‑owned independent insurance agency. They discuss working together as a family, l...
Family Dynamics with David and Grayson Carothers
In this episode of the Insurance Perspectives podcast, Brad Boldt interviews David and Grayson Carothers from Florida Risk Partners, exploring the unique dynamics of working with family in the insurance industry. They discuss the evolution of t...
Sembley Pt. 2 - Dean Bowen
In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Dean Bowen of Patriotic Insurance Group to explore how Sembley functions inside a real independent agency. Dean shares his journey into the insurance industry...
Sembley Pt. 1 - Joe Ems
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Dean Bowen and Joe Ems to explore how Sembley is transforming insurance workflows. They discuss Sembley's mission to eliminate duplicate data entry, streamline ACO...
Growing Your Agency in 2026 with Linda Fisher
In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Linda Fisher, founder of Cardinal Insurance Group. They discuss the agency's growth strategies, the challenges faced during the hard market, and the importance of rest...
Growing Your Agency in 2026 with Billy Wagner
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Billy Wagner to discuss Brightway Insurance's focus on team development, culture, and strategies for growth in 2026. Billy shares insights on building a high-perfo...
Growing Your Agency in 2026 with Michael Cruz
In this episode of the Insurance Perspectives podcast, Brad Boldt interviews Michael Cruz, founder of Foresight Insurance, discussing the agency's growth strategies, their implementation of a four-day work week, and the challenges faced in the ...
Utilizing AI to Become an Agent For The Future with Dale Steinke
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Dale Steinke, Director of Agent for the Future Advisors at Liberty Mutual, to discuss the transformative role of AI in the insurance industry. Dale emphasizes the ...
The Future of AI at HawkSoft with Sean Hawkins & Matt Aman
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with HawkSoft leadership, Sean Hawkins and Matt Aman, to discuss the evolving role of artificial intelligence (AI) in the insurance industry and at HawkSoft. The conver...
Cara Pt. 2 - Dawn Roberts
In this episode, the conversation revolves around the integration of Cara at LeDoux Insurance. Host Brad Boldt interviews the agency's principal, Dawn Roberts, about her experience and how Cara has transformed their operations by improving call...
Cara Pt. 1 - Nikhil Kansal
In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Nikhil Kansal, co-founder and CTO of Cara, to talk about how Cara helps independent agents. They discuss the transformative role of AI in the insurance industry, f...
Liberate Pt. 2 - Jeff Arnold
In this episode of the Insurance Perspectives podcast, host Brad Boldt chats with Jeff Arnold to discuss the integration of AI in the insurance industry. Jeff shares his journey from a failed acting career to becoming a successful insurance age...
Liberate Pt. 1 - Amrish Singh
In this episode of the Insurance Perspectives podcast, Brad Boldt welcomes Amrish Singh to discuss Liberate and its transformative impact on the insurance industry. They explore the mission of Liberate, its differentiating factors, the importan...
Jump Suit Group Pt. 2 - Chris Fitts
In this episode of the Insurance Perspective podcast, Brad Boldt hosts Chris Fitts and Scott Smith to discuss Fitts Insurance Agency's experience with Jump Suit Group. The conversation covers the evolution of the agency, the challenges of trans...
Jump Suit Group Pt. 1 - Scott Smith
In this episode of the Insurance Perspectives podcast, Brad Boldt welcomes Scott Smith and Chris Fitts to discuss the role of Jump Suit Group in providing digital marketing and lead generation services for independent insurance agents. The conv...
Continuous Innovation with Sean Hawkins & Matt Aman
In this episode of the Insurance Perspectives podcast, Michael Ley hosts and talks to Sean Hawkins and Matt Aman about HawkSoft's core value, "Continuous Innovation." They explore the importance of grassroots innovation, the role of team empowe...
