Connected Conversations In Insurance
Connected Conversations In Insurance
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on themes such as insurtech innovations, industry challenges, and the evolution of client services within insurance. Episodes feature discussions on topics like agency transformation, technology integration, and best practices for enhancing customer experiences, with specific examples like insights from leaders such as Austin Moorhead and C.J. Hutsenpiller.

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.
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 joining an agency network, and the challenges of navigating a hard market. Charles also talks about his recent election to the board of the Independent Insurance Agents of Houston, making history as its first African American member. The episode concludes with a fun, superhero-themed discussion, exploring which heroes embody the qualities of an insurance agent. Charles also provides insights into his tech stack and emphasizes the importance of balancing AI with human connections.
00:00 Introduction and Welcome
00:42 Meet Charles McDade
02:11 Charles' Insurance Origin Story
04:04 Starting McDade Insurance
04:53 Joining Premier Group Insurance
08:01 Challenges with Small Carriers
09:25 Historic Board Election
15:11 Superhero Fun
20:46 Tech Stack and Innovations
25:31 Final Thoughts and Sign Off
Connect with Charles:
LinkedIn: https://www.linkedin.com/in/charlesmcdade/
Website: https://www.mcdadeins.com/

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