Cover Desk Pt. 2 - Brad Kaplan

In this episode of the Insurance Perspectives Podcast, host Brad Boldt sits down with Brad Kaplan, president and CEO of Kaplan Insurance Agency. The discuss how Brad's friendship with Andy Priesman led him to become one of Cover Desk's earliest and most enthusiastic adopters, why specialization is the key to getting the most out of virtual staff, and how Cover Desk's accounting feature has allowed his agency to reclaim 15 hours of his month. He also shares the agency's unique niche of insuring performing arts theaters across the country through what they call the "Red Carpet Program." Episode table of contents 00:00 - Introduction. 01:15 - Tell us about Kaplan Insurance Agency. 03:48 - Brad talks about their niche in insuring performing arts theaters. 04:50 - What keeps you in insurance after being in the industry for 20 years? 06:02 - Brad talks about the biggest challenges his agency faces. 08:00 - Brad shares why he choose Cover Desk and what he was looking for in a Virtual Assistant (VA) company. 09:36 - What types of work are Kaplan Insurance agency's Cover Desk VAs doing? 13:42 - How did you onboard your VAs at the beginning? 16:01 - How does your agency benefit from utilizing Cover Desk VAs? 17:31 - For someone considering a VA, why would you suggest Cover Desk? 19:58 - Brad talks about the accounting management service of Cover Desk. 24:11 - What's one thing you'd change about Cover Desk if you could? 25:16 - What advice would you offer to fellow agents who are looking for a VA? 26:45 - Conclusion. ________________________________________________________________________ View all episodes of the Insurance Perspectives podcast ⤵️    • The Insurance Perspectives Podcast   Learn more about Kaplan Insurance Agency ⤵️ https://www.kaplaninsuranceagency.com/   / kaplaninsuranceagency     / kaplan-insurance-agency-inc-   To get in touch with today's guests, reach out below ⤵️ -Brad Kaplan (  / bradkaplan1  ) -Andy Priesman (  / andy-priesman-6286834  ) -Kelsey Tenaillon (  / kelsey-tenaillon-3a0683a2  ) -Brad Boldt (  / brad-boldt-00318278  ) More information about Cover Desk ⤵️ https://coverdesk.com/   / coverdesk     / coverdesk   If you’re looking to reach out to HawkSoft, please email [email protected]. For more information on HawkSoft, visit ⤵️ https://www.hawksoft.com/   / hawksoft     / hawksoft   https://x.com/HawkSoft Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/