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.
Michael Ley on Agency Networks, Tech Stacks, and the HawkSoft Purple Cow | Connected Conversations in Insurance
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.
Michael shares his journey from a family-owned agency to HawkSof...
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.
Nick explains how TotalCSR helps agencies find, assess, and train talent across pers...
Peter Wood on Mentorship, Community, and Collaboration in Insurance | Connected Conversations
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.
Peter shares how Kraken grew from aroun...
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.
Austin shares how his agency uses Canopy Connect as a secure...
Casey Nelson on SOPs, Front Door Theory & Content as a Growth Differentiator | Connected Conversations
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...
Dylan DiMarchi on Premium Lock: A 3-Year Price Guarantee for Homeowners Insurance | Connected Conversations in InsuranceRay Huang hosts Dylan DiMarchi, co-founder of Eventual, to discuss the volatility in U.S. homeowners insurance since COVID and how Eventual’s Premium Lock offers a three-year price guarantee as a supplement to standard one-year admitted homeowners policies.
Dylan explains how home insurance premiums rose nationall...
Victoria Ardito on Insurance Education, Relationship-Driven Selling & InsurTech | Connected ConversationsIn this customer-focused episode of Connected Conversations, host Carrie speaks with Victoria Ardito, a personal lines insurance advisor at Insurance Office of America with 14 years in the industry.
Victoria shares how she entered insurance by walking into a mom-and-pop agency for an auto quote and quickly advanced from ...
Meaghan Dowd on P&C Insurance Planning for Financial Advisors | Connected Conversations in InsuranceIn this episode of Connected Conversations in Insurance, host Ray Huang talks with Meaghan Dowd, Director of Insurance at Holistiplan, about why personal lines (P&C) insurance is a missing but high-demand piece of financial planning.
Meaghan shares her background as a longtime insurance broker and explains how proactive i...
Tony Lew on InsurTechNY, AI, and the Human Side of Insurance | Connected Conversations
In this episode of Connected Conversations in Insurance, host Ray Huang sits down with Tony Lew, co-founder and managing director of InsurTechNY, to discuss how the organization grew from filling a community gap in New York’s insurance innovation scene into a multi-pronged hub offering events, a corporate innovation membership program, an MGA-focu...
Season 3 Kickoff: New Cohost, Podcast Mission, and Change in Insurance
Season three kicks off with Ray sharing the updated vision for the show, exploring the people, stories, and technology shaping insurance and related industries.
Ray also introduces new cohost Carrie Thornbrugh, Canopy Connect’s customer and partner marketing manager, who brings a background in marketing, community building, teaching, and even local radio.
00:00 New...
Consumer Permissioned Data: The Future of Insurance Verification | Connected Conversations
In this episode of Connected Conversations in Insurance, host Ray Huang interviews Tolga Tezel, CEO of Canopy Connect. They explore the origins and evolution of Canopy Connect, a platform that uses consumer permission data to streamline insurance verification. Learn about the company's journey, the impact of accurate data, and how their so...
David Carothers on Building a Successful Insurance Agency | Connected Conversations
In this episode of Connected Conversations in Insurance, host Nick Berry welcomes David Carothers of Florida Risk Partners. David, known for his diverse experiences and deep commitment to his family, shares his journey from retail to insurance, highlighting his transition and success in middle market commercial insurance. The discussion delves into D...
Charles McDade's Origin Story & Success in Insurance In this episode of Connected Conversations in Insurance, host Ray welcomes Charles McDade, owner of McDade Insurance Brokerage Group. Charles shares his unique journey into the insurance industry, marked by resilience and a sprinkle of spite, eventually leading to the establishment of his own agency. They discuss the importance of relationships with carriers, the value of...
Building a Bold Insurance Brand with Ciara Gravier In this episode of the Connected Conversations in Insurance podcast, host Nick Berry sits down with Ciara Gravier, the founder of The Bunker Insurance and Risk Management. Ciara shares her 20-year journey in the insurance industry, her experiences with rebranding, and the challenges of building a boutique commercial insurance agency in South Florida. The conversation dives into the...
Steve Anderson on Embracing AI in Insurance & Overcoming Tech Frustrations | Connected Conversations
In this episode of the Connected Conversations in Insurance podcast, host Ray Huang of Canopy Connect welcomes Steve Anderson, an experienced insurance professional, co-founder of Catalyit, and author of The Bezos Letters. Steve shares his journey in the insurance industry, his firsthand experiences with early tech solutions, and...
Mariah Gates on Automating Insurance Agencies & Embracing Tech | Connected Conversations
In this episode of the Connected Conversations in Insurance podcast, host Nick Berry from Canopy Connect interviews Mariah Gates, founder of Accelerated Automation. Mariah discusses her journey from an insurance agent to a tech consultant, highlighting her use of CRM tools like Agency Zoom to revolutionize operations. She shares insights on ...
Davie Holt on Virtual Employees in Insurance Industry | Connected Conversations
In this episode of Connected Conversations in Insurance, host Nick Berry welcomes Davie Holt, president of Virtual Intelligence. Davie shares insights on the role of virtual employees (VEs) in the insurance industry, addressing common misconceptions and emphasizing the importance of proper training and integration. The conversation covers best practices ...
Leveraging Social Media for Insurance: A Conversation with Matt Layson
In this episode of 'Connected Conversations in Insurance,' host Ray Huang interviews Matt Layson, an insurance advisor and operations manager at Calrose Insurance. They discuss Matt's journey to becoming an insurance agent, his family's long-standing presence in the industry, and his pivot from being a professional musician to focusing on insuranc...
Landry Fields on AI's Transformative Impact on the Insurance Industry | Connected Conversations
In this episode of the Connected Conversations in Insurance podcast, host Nick Berry from Canopy Connect welcomes Landry Fields, the founder and CEO of Nova Insurance. They discuss the integration of AI in the insurance industry, the potential to streamline operations, and the future possibilities for AI-assisted services. Landry ...
Winning on Social Media: Strategies for Insurance Agents with Nicholas Sakha | Connected Conversations
In this episode of the Connected Conversations in Insurance podcast, host Nick Berry of Canopy Connect engages in an insightful dialogue with Nicholas Sakha, owner of a fast-growing Allstate Insurance Agency. Nicholas shares his inspiring journey from banking and pizza delivery to successfully running a $22 million insurance agency...
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