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/