The Insurance Perspectives Podcast

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 restructuring and departmentalization. Linda shares insights on leveraging technology and AI to enhance efficiency and the role of mentorship in developing the next generation of insurance agents. TakeawaysProactive client communication is key during hard market conditions.Mentorship is vital for developing the next generation of agents.Leadership involves letting go of certain responsibilities.Technology can significantly enhance agency efficiency.AI can streamline data collection and client interactions.HawkSoft plays a crucial role in agency management and responsiveness.Learn more about Cardinal Insurance Group:https://www.cardinalinsurancegroup.com/https://www.facebook.com/profile.php?id=100064189562608#https://www.linkedin.com/company/fisher-agency-inc-dba-cardinal-insurance-group/To get in touch with our guest or host, reach out below:Linda Fisher (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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftMusic by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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-performing team, the importance of a positive culture, the rigorous hiring process for A-players, and the comprehensive benefits offered to employees. He emphasizes the significance of metrics and accountability in performance, the development of future leaders, and the agency's vision for community impact.TakeawaysCreating a positive team culture is essential for success.Leadership development is a key focus for the agency's future.Community impact is a significant goal for Brightway Insurance.Work-life balance is prioritized by the agency's leadership.Technology is leveraged to improve efficiency and speed.AI is seen as a future tool for enhancing operations in the insurance industry.Learn more about Brightway Insurance:https://www.brightway.com/https://www.facebook.com/BrightwayInsurancehttps://www.instagram.com/brightwayinsurancehttps://www.linkedin.com/company/brightway-insurance/To get in touch with our guest or host, reach out below:Billy Wagner (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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftMusic by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

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 insurance market. Michael shares insights on productivity, client retention, and the role of technology and AI in enhancing agency operations. The conversation emphasizes the importance of adapting to market conditions and leveraging innovative practices for sustainable growth in 2026.TakeawaysChallenges in 2025 were largely due to market conditions.Pre-qualifying clients has become essential for efficiency.Smart cycling helps retain good clients even after losing policies.Technology like HawkSoft has improved task management and efficiency.AI tools can enhance productivity but require careful implementation.Documenting processes is crucial for agency operations.Learn more about Foresight Insurance:https://www.foresighti.com/https://www.facebook.com/foresightihttps://www.instagram.com/foresightinsurancehttps://www.linkedin.com/company/foresight-insurance-llc/To get in touch with our guest or host, reach out below:Michael Cruz (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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftMusic by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

Mivation Pt. 2 - Jill Hall & Suzy Tawes

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Jill Hall and Suzy Tawes from Landmark Insurance and Financial Group to discuss their experiences with Mivation. The conversation covers the challenges of commission management, the efficiency gains achieved through Mivation, and the overall value it brings to their agency. Jill shares insights on how Mivation has transformed their workflows, reduced stress, and improved agent satisfaction. The episode also touches on future enhancements and the importance of trust in financial reporting.TakeawaysMivation significantly reduced commission processing time from 40 hours to 4 hours.Mivation provides clarity and transparency in commission reporting for agents.The agency can now pay agents more promptly, improving satisfaction.The integration of Mivation has streamlined workflows and reduced stress for the team.Mivation is the most cost-effective solution compared to manual processes.The ability to track missing commissions proactively is a game changer.Learn more about Landmark Insurance & Financial Group:https://landmarkinsuranceinc.com/https://www.facebook.com/landmarkinchttps://www.linkedin.com/company/landmark-insurance-&-financial-group-inc-/To get in touch with today's guests, reach out below:Jill Hall (click here)Suzy Tawes (click here)Seth Preus (click here)Brad Boldt (click here)More information about Mivation:https://www.mivation.com/https://www.facebook.com/MivationSoftware/https://www.linkedin.com/company/mivationsoftware/________________________________________________________________________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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftMusic by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/

Mivation Pt. 1 - Seth Preus

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Seth Preus from Mivation to discuss what they can do to help independent agents. The conversation covers Mivation's innovative approach to automating commission reconciliation, the challenges faced by independent agents, and the importance of transparency and performance tracking in enhancing agency efficiency. The guests share insights on the onboarding experience with Mivation and how their tools can significantly reduce the time spent on commission processing, ultimately allowing agents to focus on sales and client relationships.TakeawaysMivation automates commission reconciliation for insurance agencies.Understanding carrier statements is crucial for accurate commission management.Mivation's technology allows for handling multiple carriers and formats.Transparency in commission data increases trust among producers.Integration with HawkSoft enhances data management and efficiency.Learn more about Mivation:https://www.mivation.com/https://www.facebook.com/MivationSoftware/https://www.linkedin.com/company/mivationsoftware/To get in touch with today's guests, reach out below:Seth Preus (click here)Jill Hall (click here)Suzy Tawes (click here)Brad Boldt (click here)More information about Landmark Insurance & Financial Group:https://landmarkinsuranceinc.com/https://www.facebook.com/landmarkinchttps://www.linkedin.com/company/landmark-insurance-&-financial-group-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/hawksofthttps://x.com/HawkSofthttps://instagram.com/hawkSoftMusic by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/