Connected Conversations In Insurance

Connected Conversations in Insurance – A Canopy Connect Podcast Welcome to Connected Conversations in Insurance, the podcast by Canopy Connect where we dive into the stories, strategies, and technology shaping the future of the insurance industry. Each episode, we sit down with top agents, industry leaders, and innovators to discuss the challenges they face, the solutions they’ve found, and how they’re streamlining their processes to better serve clients.

Connected Conversations In Insurance is a business podcast hosted by Canopy Connect, with 31 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.

Canopy Connect hosts Connected Conversations In Insurance, a business show with 31 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 #10

  CCII: Michael Ley

  Jun 2, 202651 minS3

  <p>Michael Ley on Agency Networks, Tech Stacks, and the HawkSoft Purple Cow | Connected Conversations in Insurance</p><p>In this episode of Connected Conversations in Insurance, Ray Huang sits down with Michael Ley, Director of Network Relations at HawkSoft, to talk about what agency networks and aggregators are doing to stand out and deliver real value beyond commission splits.</p><p>Michael shares his journey from a family-owned agency to HawkSoft and breaks down what agencies should look for before joining a network—from book ownership and carrier access to contract terms, transparency, and technology investments.</p><p>They al...

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  Episode #9

  CCII: Nick Berry

  May 26, 202641 minS3

  <p>Nick Berry on TotalCSR, Microlearning, and Unhinged Insurance Marketing | Connected Conversations in InsuranceIn this episode of Connected Conversations in Insurance, host Ray Huang welcomes former co-host Nick Berry back to the show to share what he’s been up to since leaving Canopy Connect, including his new role as head of marketing at TotalCSR. </p><p>Nick explains how TotalCSR helps agencies find, assess, and train talent across personal lines, commercial lines, and health and benefits, including license tracking and a microlearning app designed to reinforce knowledge retention—especially for complex commercial topics. </p><p>They discuss common resistance to t...

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  Episode #8

  CCII: Peter Wood

  May 19, 202641 minS3

  <p>Peter Wood on Mentorship, Community, and Collaboration in Insurance | Connected Conversations</p><p>Peter Wood didn't find insurance. Insurance found him. In this episode, Carrie sits down with Peter, agency owner at Kraken Insurance Services based in Chandler, Arizona, to talk about what it really takes to build a thriving agency, a strong community, and a mentorship culture that actually works.</p><p>Peter shares how Kraken grew from around $5,000 a month in commissions to $350,000 in just 18 months, why he believes your problems are never as unique as you think, and the hard truth he has had to accept...

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  Episode #7

  CCII: Austin Panter

  May 12, 202632 minS3

  <p>Austin Panter on Client-First Tech, Canopy Connect, and Using AI Without Losing the Human Touch | Connected ConversationsIn this episode of Connected Conversations, Canopy Connect host Carrie Thornbrugh speaks with Austin Panter of Kevin Panter Insurance in Blue Ridge, Georgia, about modernizing agency operations by adopting technology that prioritizes client convenience. </p><p>Austin shares how his agency uses Canopy Connect as a secure, encrypted intake link to quickly gather dec pages and verified policy data, reducing manual scanning and duplicate entry, and how clear communication helps overcome occasional security concerns or internal resistance. He highlights a tech stack including...

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  Episode #6

  CCII: Casey Nelson

  May 5, 202644 minS3

  <p>Casey Nelson on SOPs, Front Door Theory & Content as a Growth Differentiator | Connected Conversations</p><p>Casey Nelson joins Carrie Thornbrugh for the Connected Conversations season finale to talk about why agencies struggle with tech and operations—and how to fix it. He breaks down Catalyit’s role, the three common “origin stories” that lead to messy systems, and why solid SOPs, training, and accountability actually make tech work.Casey also shares his “front door theory” for standardizing how requests come in (so your data isn’t a mess), plus some practical tips for getting your team on board with change. T...

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