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
Family Dynamics with Dee and Jackie Zampella
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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, leadership, agency technology, and how tools like HawkSoft helped modernize operations while preserving a strong, client‑first culture.
Takeaways
- Running a family‑owned insurance agency requires clear roles and accountability
- Modernizing systems can improve efficiency without losing culture
- Technology works best when teams are involved and changes roll out gradually
- Strong community relationships drive long‑term agency success
- Clear processes make agencies easier to scale and protect against E&O risk
Learn more about EAB Insurance Group:
https://www.facebook.com/EABInsuranceGroup
https://www.linkedin.com/company/eabinsurance/
To get in touch with today's guests, reach out below:
- Dee Zampella (click here)
- Jackie Zampella (click here)
- Brad Boldt (click here)
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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
Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/
