Vertafore Insurance Podcast

How can you thrive in a hard market? - RE-RELEASE Jul 07, 2025

We're re-releasing this insightful episode with Troy Korsgaden, a recognized expert in the insurance industry, in case you missed it. Troy, a published author, speaker, consultant, and founder of Korsgaden International, shares his wisdom on navigating the current insurance market and its evolving future. In this episode, he dives deep into the powerful role of technology in driving efficiency and enhancing client service, while stressing the importance of a proactive, intentional approach.

This episode is caulked with so much value including :

Key strategies for success in a transitional insurance market.
How technology enables, not replaces, client relationships.
The value of being proactive in client management.
Aligning agency goals with efficiency and client focus.
Overlooked growth opportunities for carriers and agencies.

Whether you're tuning in for the first time or the second or third, this episode is packed with timeless insights that will help you stay ahead in the ever-evolving insurance landscape.

Are you building rapport or just collecting VINs? Ep 423 Jun 29, 2025

Data intake remains one of the biggest friction points for insurance agencies trying to scale their operations and deliver stellar client experiences. In this episode, we sit down with Nick Berry, Demand Generation Leader at Canopy Connect, to dive into how long-term success comes from thinking beyond the quote, and meeting prospects where they are. Nick shares how agencies are using technology to turn clunky intake processes into profit centers.
Check out this episode and you will learn that:

Only 7% of your market is ready to buy now, build for those who aren’t.
Rapport starts with building relationships, not asking for VIN numbers.
Coverage-based segmentation turns data into high conversion rates.
Follow-up wins. Consistent and automated communication is key.

Get your pen and paper ready; you'll want to take notes on this one.

Efficiency starts with better Navigation 422 Jun 27, 2025

The future of Insurtech isn’t just about adding features; it’s about delivering an experience that makes agents faster, smarter, and more efficient. This week, we sat down in-studio with Kelly Byrom, VP of Platform and Experience Design at Vertafore, to talk about the long game of building AgencyOne and what it takes to design smarter, faster, and more human-centered insurance software. Kelly shared what it means to centralize workflows, connect products, and build a user experience (UX) that solves problems instead of just looking good.
Tune in to hear more about how:

User feedback shaped global navigation across AgencyOne.
Design is about problem solving, not just aesthetics.
Iterative updates deliver consistency and efficiency for users.
Smart UX changes save agencies minutes per task.
AgencyOne connects our products for faster, smarter workflows across roles.

Get your pen and paper ready; you'll want to take notes on this one.

What If you could cut 20 minutes from every payment process? EP.421 Jun 15, 2025

Agencies struggle with slow, manual payment processes that delay cash flow and limit growth. When speed and efficiency in insurance payments can make or break an agency’s growth, ePayPolicy stands out by solving for both, fast. On this episode, I sat down with Zac Franz, Strategic Partnerships Manager at ePayPolicy, to talk about how they’re streamlining the entire cash flow, improving receivables, and helping agencies write more business, faster.

When you download this one, you will hear more about how:
Automation reduces errors and frees up staff for high-value client work.
ePay's integration reduces payment workflows by up to 20 minutes.
Agencies scale faster with streamlined receivables and automation.
To standardize payments during mergers and acquisitions.
Ciick subscribe for more incredible content for the remainder of this season.

Robotic processing and Automation aren't optional anymore in today's market? Episode 420 Jun 01, 2025

How do you build real growth? According to Rob Bowen, The answer is, by narrowing your focus, leveraging tech, and making the most of in-person networking. Rob is a powerhouse in the real estate investment space and a firm believer in the value of niche expertise and technology-driven efficiency. In this episode, we unpacked everything from the risks of liability and tenant legislation to why your CRM might be your most important tech investment right now.

Download this episode today and hear these takeaways and more:

Niche markets offer deep growth opportunities.
Liability insurance is the most overlooked risks for property owners
Robotic processing & automation are essential to scale in this market
Clean, accurate data and a strong CRM are the backbone of the modern agency

Agencies that can’t adapt in these market conditions will fall behind. Have your pen and paper ready, Rob puts on a clinic with this episode. Thank you for listening.

The future of insurance runs through Vertafore. Episode 419 May 25, 2025

The insurance industry is moving fast, and tech is no longer optional it’s the edge. At Accelerate 2025, Vertafore unveiled a bold vision to power a more connected, intelligent, and efficient insurance ecosystem. In this episode, Vertafore CEO, Amy Zupon and James Thom, CPO at Vertafore, step on the main stage at Accelerate to break down how Vertafore is delivering innovation that matters. From platform unification to AI that works behind the scenes, and how agencies, MGAs, and carriers can win today—and tomorrow.

Download this episode and you will hear these key take ways.

AgencyOne is live with dashboards, faster search, and navigation.
Project Impact saves up to 45 minutes per day per service rep.
Surefyre powers MGAs; 90% faster quotes, 44% growth in a year.
AgencyZoom is now powering agencies across all sizes.
AI drives results, automates tasks, boosts service, and reimagines insurance workflows.

Does your tech-stack feel like home? Episode 418 May 18, 2025

At Vertafore, partnership is more than just another buzzword, it’s how we build. In this Fireside Chat, we sat down with customers, Shyla Lankford (Lipscomb Insurance) and Jordan Beck (Dimond Bros. Insurance) to unpack how their teams worked directly with Gordon Kendall at Vertafore to shape and improve products, PL rating and Commercial Submissions.

Download and listen to this Fireside Chat and hear all about:

How Shyla’s feedback helped streamline quoting across 47 states
How Jordan’s team cut quote time by 80% through workflow redesign
Why direct agent-carrier collaboration is critical in today’s market
How Vertafore turns agent feedback into live product updates

Get comfortable and cozy, in this fireside chat, we are taking you behind the scenes, to see how this partnership came to life.

How can agencies automate and personalize client conversations effortlessly? Episode 417 May 11, 2025

Insurance agencies face the challenge of scaling client communications while staying personal. Matthew Smith discusses how Vertafore's partnership with ClientCircle changed the game for agency communications. Matt shares how agencies use both tools to automate outreach and improve retention.
Download this one and you'll hear these key takeaways:

Instant AMS360 integration for onboarding and renewals.
Automate repetitive tasks and improve efficiency.
Analytics track campaign opens, clicks, and retention.
Omnichannel outreach: emails, texts, handwritten cards.
Open APIs enable tailored agency communication solutions.

Get your pen and paper ready; you'll want to take notes on this one.

Get ready for Accelerate powered by NetVU in Charlotte, NC 2025 - Episode 416 May 04, 2025

Building real connection between tech providers and users is key to driving innovation in insurance. On this episode, I sat down with Jon Gorman, Executive Director at NetVU, and Rick Warter, Chief Customer Officer at Vertafore, to talk about how collaboration, education, and community power the future of the Vertafore ecosystem.

When you download this episode you will hear:

-NetVU connects Vertafore users for advocacy, education, and innovation.

-Accelerate delivers hands-on demos, community, and real collaboration.

-Product workgroups align agency leaders directly with Vertafore product teams.

-First-time attendees get mentors, tailored schedules, and early access.

-Customer success drives every initiative across NetVU and Vertafore.

Thank you for joining us again on another great episode and hit that subscribe button.

Get to know Surefyre. Episode 415 Apr 27, 2025

Surefyre

Could your next growth move be partnering with an MGA? Episode 414 Apr 20, 2025

Ever wonder how MGAs are writing billions in premiums and reshaping the insurance game? The world of MGAs is transforming at lightning speed, and it’s not slowing down. With the rise of delegated underwriting authority enterprises (DUAEs), and premium volume soaring past $100 billion, the MGA market is no longer a niche, it’s a powerhouse. In this episode of the Vertafore Insurance Podcast, I’m joined by Dawn Walker, Senior Business Intelligence Analyst at AM Best, to unpack the state of the MGA ecosystem.
Here’s what you’ll learn in this episode:

Why carriers are leaning into MGAs for diversification—and how they’re assessing risk.
The five key factors AM Best evaluates in DUAEs and why they matter.
How the MGA model is becoming a preferred growth strategy over starting new business lines.
What’s next for underwriting in emerging sectors like cyber and AI.
Why underwriters are leaving traditional carriers for MGAs—and what that says about the future of talent in insurance.

Can Technology Truly Benefit the Agent/Carrier Relationship Ep 413 Apr 13, 2025

The insurance industry is navigating challenges around agent-carrier connectivity and streamlining processes to meet evolving expectations. That’s why we sat down with Chris Gilespie, Director of Carrier marketing at Vertafore, to discuss practical insights from their recent Agent Experience Report and how carriers can better support agents.

Join us and hear Chris Gilespie bring us so much value around:

-Insights from Vertafore’s Agent Experience Report, from 1,300 agents
-The balance of training new underwriters while maintaining fast responses.
-The need for agents to utilize carrier tools for better collaboration.
-How tools like Surefyre and MGA Systems enhance speed and engagement.
-Carriers must automate tasks to maintain strong personal connections with agents.

Tune in to gain actionable insights and strategies to improve your agency’s carrier partnerships!

Could it really be that simple to be a successful producer in this marketplace Episode 412 Apr 06, 2025

Being a producer in this current marketplace comes with its own challenges. Micah Salas, an outstanding producer with the Christensen Group joins us to shares his approach to success, emphasizing organization, discipline, and the use of technology to enhance client experience.

We invite you to eaves drop on this conversation to hear more about:
Using a CRM system to stay organized and disciplined in daily prospecting efforts.
Educating clients, building trust, and providing value over just selling.
Leveraging your tech stack for email campaigns, and data scrubbing helps improve efficiency.
How to be a chameleon in client interactions to help meet diverse client needs.
Be sure to listen for more insights on building long-term success in insurance, and how you can apply these strategies to your own practice.

Seamless Data Flow, Faster MGA Quoting- Episode 411 Mar 30, 2025

he E&S market is hot. MGAs and wholesale brokers must quickly turn quotes around while managing complex submissions and carrier relationships. Mike Roy, Founder of Dark Matter InsurTech, shares how Dark Matter is helping MGAs, carriers, and agencies streamline operations, reduce errors, and speed up quoting and underwriting.
We invite you to check this one out and hear more about:

How this integration approach eliminates headaches and simplifies tech stacks.
Normalized data means cleaner submissions and accurate quotes, quicker.
Streamlined data flow improves carrier-agency interactions.
Automation drives speed, consistency, and fewer manual touchpoints.
Dark Matter doubling down on innovation through tighter integration.

Get your pen and paper ready; you'll want to take notes on this one.

Leading your team through the hard market. Episode 410 Mar 23, 2025

In today’s fast-changing insurance landscape, strong leadership isn’t just about numbers , it’s about people. Managing your team with empathy, leveraging technology for efficiency, and navigating the hard market are critical skills for modern agencies.

On this episode with Tinsley English, we explore:

Leading your team with empathy to boost morale and performance.
Why technology is more than a tool, it’s vital for agency success.
What inspired Tinsley to write her book and the lessons she’s learned.
The power of treating every employee as a leader from day one.
The impact of the hard market and how to adapt to its challenges.

This episode is packed with actionable insights so you can become a more effective leader.

Is this hard market, now just the new norm? Episode 409 Mar 20, 2025

The insurance industry is navigating one of the longest and toughest hard markets we’ve seen. Rising premiums, tighter underwriting, and reduced capacity are forcing carriers and agencies alike to rethink their strategies. In this episode of the VIP Podcast, we sit down with Maheu, VP of Partnerships and Industry Relations at Vertafore, to dive deep into how insurers and agents can adapt and thrive in these challenging times.

Kelly shares expert insights on:

The real impact of prolonged hard market conditions and why they may be the “new norm”
How carriers are leveraging AI and predictive analytics to price risk smarter
The growing role of surplus lines and MGAs in providing flexible coverage solutions
Why data-sharing between carriers and agents is a must for staying competitive
How technology is streamlining underwriting and helping agencies win more business

Don’t let the hard market slow you down. Get the insights you need to stay ahead.

Can this app change the game for your agency? Episode 408 Mar 09, 2025

In today’s fast-paced world, it’s crucial for clients to be able to self-serve and get the information they need quickly, saving time for both clients and agents. In this episode, we sit down with Matt and Kiki from the Insurance Agent App to discuss the evolution of their app, designed to improve the efficiencies for insurance agents, and enhance their customer's journey.
We invite you to eavesdrop on this candid conversation and learn more about:

How you can have an app for your agency and "it's so easy!"
How your client data can be integrated from carriers into one place.
How self-service for clients and better efficiency for your agency is possible.
How the customer-first approach helps agencies save time and money.

Get your pen and paper ready; you'll want to take notes on this one.

The foundation of an integrity-driven agency. Episode 407 Mar 02, 2025

Caden Braly

How to use SEO to build a multi-million dollar niche. Episode 406 Feb 23, 2025

Landon Bentham, an experienced marketer, breaks down how agencies can leverage SEO, video marketing, and reputation-building strategies to elevate their client's experience. He emphasizes that while the digital landscape constantly evolves, agencies must prioritize quality content, long-term commitment, and simple but effective tactics to ensure they remain visible and accessible to clients. From reviews to video marketing, Landon shares actionable tips that can help agencies stand out and build lasting relationships with their audience. Listen is as we explore the critical roles of : Google Reviews: for improving local SEO and driving engagement Video Content: short, authentic videos that build trust and visibility Solid reputation & long-term brand-building over immediate sales SEO basics with optimized content and a verified profile on Google. Get your pen and paper ready; this is one you're going to want to take notes on.

Can Old School Sales beat AI? Episode 405 Feb 16, 2025

Effective prospecting and streamlined sales processes are crucial to staying ahead in today's fast-paced, competitive insurance market. In this episode, we welcome Scott Angell, Senior Vice President at LeO, to discuss the future of sales, how to stand out in a noisy world, and how AI is transforming the insurance industry. With the ability to differentiate themselves and leverage data-driven recommendations, agents using LeO can drastically improve their efficiency and success rates, making the sales process faster, more innovative, and more effective.

Check out this episode to learn more about:

LeO’s AI technology prospect recommendations
Old-school sales tactics that make a difference
Deep dive into LeO’s data usage
Balancing human touch with AI for effective sales
Using data-driven sales tactics to set personalized goals

Tune in for a fresh perspective on balancing technology in a rapidly changing industry and get ready for some solid advice on staying ahead in your sales game!

How do we shift from defensive to offensive in our insurance practices? Episode 404 Feb 09, 2025

Strong relationships are the cornerstone of success in the insurance industry, fostering trust, collaboration, and mutual growth between agents and carriers. Troy Korsgaden is a published author, trainer, speaker and consultant, and the founder of Korsgaden International. In this episode, we discuss the current and future state of the market. Troy also dives deep into the critical role technology plays in enhancing efficiency and improving client service, all while emphasizing the need for a proactive mindset and intentional strategies.
Meet Troy and hear more about:

Staying focused on the client is the key to success in a transitional market
Technology is an enabler, not a replacement, for the personal connections that define the insurance industry
The importance of being proactive rather than reactive when managing client relationships
How to align your agency's goals with operational efficiency and client-centered strategies for long-term growth.
The biggest lessons he has learned throughout his illustrious career
His thoughts on the most overlooked growth opportunities for carriers and agencies today.

Whether you're a carrier, agent, or broker, this episode is packed with actionable takeaways to help you navigate the industry's complexities and come out ahead.

How has InsurTech transformed over the last 50 years? Episode 403 Feb 02, 2025

Over the last 50 years, InsurTech has evolved from manual processes and basic data management to a dynamic, tech-driven industry that leverages AI, big data, and automation to transform how insurance is delivered and experienced. In this week episode, we delve into the evolution of InsurTech over the past five decades, guided by the insights of industry expert Linda Vecoli. With a distinguished career in insurance and risk management, Linda shares her unique perspective on the technological advancements that have shaped the industry.
Linda's commitment to lifelong learning is evident in her decision to return to academia later in life, a move that has significantly enriched her professional journey.

Tune in to hear Linda's reflections on:
The transformative milestones in InsurTech over the past 50 years
Her personal experiences navigating and adapting to technological changes in the industry
The impact of continuous education on her career trajectory
Insights into maintaining relevance in a rapidly evolving field
Advice for professionals seeking to stay ahead in the insurance sector
Don't miss this opportunity to gain valuable insights from Linda's extensive experience and forward-thinking approach.

How does a small town agency continue to grow in these market conditions? Episode 402 Jan 26, 2025

Being a small business owner comes with its fair share of challenges. However, this forward-thinking power couple, Jessica Holder and Keenan Rice continue to rise above and face those challenges head-on. They have an outstanding balance of community involvement and innovative technology at their fingertips and have mastered the balance of work and fun in their agency.

Tune in to Jessica and Keenan and hear more about:

The delicate balance of marriage and co-ownership of a growing agency
How human touch and community involvement are possible with the right technology in your agency
How the emphasis on educating their community on the intricacies of insurance drives growth
Their powerful message of staying true to yourself and not sacrificing authenticity
Get ready to be inspired and educated by this episode. It's a good thing there is a rewind button; this one is full of impactful moments.

Season 4 Kickoff. Episode 401 Jan 19, 2025

Get ready to huddle up and kick off Season 4 of the Vertafore Insurance Podcast with a bang! In this first episode, we’re talking on AgencyOne, Accelerate, Project Impact, and so much more. We’re kicking off a season full of exciting guests and tackling the everyday challenges insurance agents face, from agency management, sales automation, to leveraging the data in your agency. We have also made some changes, so you don't want to miss that either.

Here’s what’s inside this episode:

An overview of AgencyOne and how it’s shaping future-ready agencies
A preview of Accelerate and the tools that keep your workflow sizzling
A deep dive into Project Impact and its role in boosting agent efficiency
A sneak peek at what’s to come, including big-name guests and fresh insights

Dont' miss out on this one!!

Why Every Agency Is A Large Agency Jan 05, 2025

Joyce Sigler, Vice President of Acquisitions & Technology at SeibertKeck Insurance Partners, is a Vertafore insurlebrity. Today, she pulls back the curtain on what her transition from the midsize market to an enterprise broker was like. And why she stayed. Meet Joyce and hear more about: Her wake-up call moving from midsize to enterprise agency Her advice on the automations you should consider in your agency Successful change always starts with great messaging Why we shouldn’t be afraid of big data and automation This is an episode you will want to bookmark. It is a good one.

Insurance website must-haves in 2025 Dec 29, 2024

Websites are crucial for Insurance Agencies, because they serve as a digital storefront, accessible 24/7 to the communities that they serve. They help establish credibility, provide valuable information, and facilitate customer engagement and sales. A well-designed website can significantly enhance your brand's visibility and reputation. Jason Walker, President of Agency Revolution, recently acquired Forge3 and brought website services into the robust product portfolio of Agency Revolution. With his background in a website consulting firm startup, Shipyard, he is a wealth of knowledge on what makes a great website.

Listen in as Jason Walker breaks it all down and hear more about:

The tips and strategies to increase traffic to your website

Why social media profiles may be less relevant in the search process

How your website must market, sell AND service

The cons of buying a canned vs semi-custom site

Why QR codes are back in the game and here to stay.

This is a masterclass on how to maximize your agencies website, and digital footprint. Buckle up this is a good one.

Help!! I want to deploy AI in my Agency, and I don't know how Dec 22, 2024

AI is at the forefront of the insurance industry which means we must understand how it can improve the agency process today. However, At Vertafore, we believe it is important to have a strategy in place before deploying AI inside your agency. In this episode we are providing you an exclusive opportunity to listen in on a previously recorded webinar where we dive into all things AI.

Listen in as our Co-Hosts discuss the following:

Identifying use cases for AI in the agency
Gathering and organizing data in order to maximize the use of AI
Data and security measures with AI
Implementing AI in the agency
Specific ways that AI could be useful in growing and improving your agency

Get your pen and paper ready this is one you're going to want to take notes on.

Outsource accepting physical checks TODAY! Dec 16, 2024

Zac Franz, Manager of Strategic Partnership at ePay Policy, shares what’s going on in the payment solution space. Let’s put it this way – insurance payment solutions are innovating faster than you might think. And that’s a great thing.

Meet Zac and hear more about:

How the hard market is affecting the payments space
Why agency bill is predominant in a hard market
3 hot features new to ePay Policy that gives you time back to "do the human things"
Why ePay Policy is now more than a payments solution
The AMS360 and ePay policy integration

You may want to watch this one on YouTube so you can see all of his cool Vertafore gear :)

Fintech meets InsurTech: Live with Chase Courtney at Indie Tech Nov 24, 2024

IPFS and AndDone are pushing the boundaries in premium finance and payment processing, with a focus on enhancing agency operations through streamlined, flexible fintech solutions. Chase Courtney joins us Live for a fun conversation on the challenges of integrating siloed systems, the role of insurance agents in driving industry progress, and how companies like Vertafore are creating tech-driven solutions that give agencies choice and control.

Tune in and hear all about:

-How AndDone's payment processing reduces inefficiencies
-The importance of improving system interoperability
-AndDone’s use of 3DS verification and integration with FedNow for real-time payment validation.
-The Orange Partner Program, fostering industry innovation, and offering best-in-class tools to empower agencies and MGAs.

Get ready to have some fun with us on this one. It's a good one.

10+ ways ChatGPT is being used today in our industry Nov 10, 2024

ChatGPT is more and more becoming common place in our industry and is transforming the insurance industry. Current use cases could range from writing emails and creating marketing content to advanced risk assessment and client communication, the hosts share real-world examples of AI's integration into agency workflows. With insights into AI’s potential and limitations, this episode helps demystify how agents can leverage tech tools responsibly and effectively.

Tune in with our hosts and discover:

Practical uses of AI in marketing, customer service, and policy comparisons
How to prompt ChatGPT effectively for more accurate and customized outputs
Ethical considerations and privacy risks when using AI in insurance
Exciting advancements, like custom AI voices and evolving generative capabilities tailored to agency needs

These Insights from Vertafore’s very own team showcase practical, actionable ways to bring AI into daily insurance processes safely and efficiently. It's a good one for sure.

Creating a modern insurance experience through the use of technology. Nov 03, 2024

In this live episode from the Indie Tech Showcase Experience, Patrick McBride discusses how automation can free up agency staff, improve client interactions, and increase overall efficiency. Patrick shares how his agency leverages solutions like AgencyZoom and Lightspeed Voice to streamline operations and enhance the client experience, all while maintaining the human connection that clients value most.

Listen in on this one-of-a-kind, live episode and hear Patrick break down:

How technology frees up staff to handle client concerns with more empathy and efficiency.
How using tools like AgencyZoom, Patrick’s agency automates routine tasks, allowing more time for valuable client interactions.
Well-defined processes, backed by the right tech, help agencies adapt to market changes without compromising service.
AI’s potential to enhance quoting and carrier selection, emphasizing the need for industry adaptation.
This one will have you wanting to more for sure, good thing there's a rewind button.

How to start an internship in your agency Nov 01, 2024

The talent gap in insurance has continued to be a hot topic of conversation. Ivan Hudson, Director of The Center of Insurance and Risk Management for the University of Central Arkansas, walks us through how to partner with local colleges to start an internship program in your agency.

Meet Ivan and hear more about:

-How networking has changed post-COVID
-How to Find the “it” factor in your new hires
-The power of partnership with Risk Management programs
-What the top agency tasks are that an intern can manage
-How bringing an intern into your agency brings a fresh perspective
-How to transition from intern to full-time employee

This is an episode you will want to bookmark. It is a good one.

Master the art of authentic branding Oct 20, 2024

Davie Holt brings his unique flair, offering wisdom, wit, and practical advice live from the heart of the Indie Tech showcase. Tune in as we dive into branding, authentic leadership, and making the most out of conferences. Whether you're an agent or a tech vendor, Davy's insights are sure to inspire and inform. Meet Davie and hear more about: The power of authenticity in both personal and professional branding How Virtual Intelligence Is doing things differently in the virtual assistant space Importance of adaptability and listening when organizing or attending conferences How to create lasting impressions and attract the right customers This is an episode you will want to bookmark. It is a good one.

is it time for a Federal License. Oct 13, 2024

Tim Owen, Vice President of Product Management, is passionate about making compliance management as easy as possible. In a world of state-based regulation, this is no easy feat. Today, he shares his vision for the future.

Meet Tim and hear more about:

What DCM stands for
The history of the federal insurance licensing initiative
How Vertafore makes compliance management hands-off
State-based regulation vs federal regulation; pros & cons
Tim's opinion of whether or not the bar for licensing gotten lower?
Get your pen and paper ready this is one you're going to want to take notes on.
Transcript

Get more out of your tech stack. Oct 06, 2024

In Conning’s 2024 MGA survey, the percentage of survey respondents who “strongly agreed” with the statement that “they are worried their firm is not investing enough in technology” has fallen significantly in the past five years from 23% in 2019 to 5% in 2024. Technology consulting firms, like KGM, have played a pivotal role in this shift.
Meet Ravendra and hear more about:

The top 4 areas where MGAs are investing in technology
The complexity of end-to-end connectivity for specialty lines
Why KMG thinks in terms of design-first, not functionality-first
What the world would look like without insurance forms

This is an episode you will want to bookmark.

E38 Oliva Schmidt Sep 29, 2024

According to a nationwide survey of independent insurance agents, 65% say they feel they are not maximizing their tech stack. Olivia Schmitt, Customer Consulting Manager at Vertafore, shares insights on how she’s helping agents get more out of their tech stack.
Meet Olivia and hear more about:

Olivia's ieas about cancelling hustle culture
The difference between implementing and maximizing your tech stack
The toughest challenges agents face when maximizing their stack
How to set achievable goals with tech adoption

Hear why Olivia Schmitt makes Monday Magic, download this episode today...

Why Out-Of-The-Box Anti-virus isnt enough Sep 22, 2024

Brad Ruben is no newcomer to ensuring agency tech stacks are impenetrable. He started Archway Computer in the days of on-Premises, in-house servers. Running an agency today, it is even more critical to not only protect your client and their businesses, but it is also important to make sure your business is protected. Join us as we chat with Brad about how times have changed and why agents’ data might not be as secure as they think.
Meet Brad and hear more about:

Tackling the myth that in-house servers are more secure than the cloud
Top trends in the IT space
How to be proactive about protecting against evolving cyber risks
Why you need to talk to your staff about cyber risks
Should we be afraid of AI hacks

This is an episode you will want to bookmark. It is a good one.

How did this agency go from 0-$60 million in just 11 years? Sep 15, 2024

Grace Peabody, President of Peabody Insurance Agency, is an absolute insurance shark. She was recently named one of Flint County’s 40 under 40. After graduating with her MBA in 2013, she hit the business world running, and she shows no signs of slowing down. Her agency, Peabody Insurance has also been named as a Best Practices agency. Join us as we chat with Grace and learn more about the best practices she has used to grow her agency and her career in such a short amount of time.
Meet Grace and hear more about:

How to cultivate a growth-based culture
The tips and strategies she shares for qualifying and hiring great talent
Peabody Insurance the Best Practices agency
How to guide change as a new leader in your agency
Why you need to know your numbers in order to be a successful agency in 2024 and beyond.

This is an episode you will want to bookmark. It is a good one.

The 2024 State of Tech in Insurance Study Sep 08, 2024

Every year for the last 3 years, Catalyit has published an intriguing study analyzing agency digital transformation trends. (They must know agents love to see what other agents are doing.) We review the most surprising insights together. Download the whole study here.
Meet Marit & Casey and hear more about:

How this study is produced
Which video platform agents love the most
How much technology do agents have today
Are agencies seeing ROI on their tech investments
Why Catalyit recently acquired StakWise

Download this one its a good one to refer back to

Commercial Submissions™ helped this agency hit $1,000,000.00 Sep 01, 2024

Shyla Lankford is a seasoned insurance professional with a career spanning over two decades, Since joining Lipscomb Insurance in 2010, she has become a cornerstone of their commercial insurance and risk management team. Most agents dismiss small business commercial because “It’s too cookie-cutter.” “They’re the price shoppers of the commercial space.” “It’s not profitable enough.” Shyla Langford, Chief Operating Officer of Lipscomb Insurance, heard every reason not to sell into this space...until she found Commercial Submissions…and the rest is history.

Meet Shyla and hear more about:

Why stewarding transitions is so important in a hard market
Using submissions data to drive efficiency
The secret to making small commercial business profitable
Reaching $1million with low-lift…and Commercial Submissions

Get your pen and paper ready this is one you're going to want to take notes on.

OneCore: The Backend Magic of AgencyOne Aug 25, 2024

When most people hear about the transformation Vertafore is going through – bringing all of our products together into one platform – they typically only think about the front-end changing. They think about new styling, new design, more connectivity, cross-product workflows being less clicks, easier navigation, improved search functionality, etc. But today, in this third installment of the AgencyOne podcasts, we’re diving into the back-end. Today we are going to take a deeper dive into the infrastructure of AgencyOne. Buckle up!
Meet Jace & August and hear more about:

Exactly what OneCore stand for
The three pillars of OneCore
The smashing early success of our new data delivery service
How we’re centralizing our API ecosystem
How we’re unifying data and focused on centralizing reporting
Why we partnered with Amazon Web Services

This is an episode you will want to bookmark. It is a good one.

The Death Of The Lifestyle Agency Aug 18, 2024

Financial excellence is no longer a nice-to-have in your agency; it’s a need-to-have. These 4 leaders of new business management firm, AgencyPoint, explain why you need to dial your numbers in…and how to do it.

Meet the crew and hear more about:

when to consider top-line vs bottom-line growth
why your numbers should tell a story…and how to find it
the numbers you don’t see on a P&L, but you should know
how your agency could operate vs how your agency does operate
where to re-allocate to show profitability or invest in growth
Email Header: …and the birth of financial excellence…

Networking, Innovation, and the Evolution of the Insurance Industry Aug 11, 2024

Brett Fulmer, known as “Broker Brett,” is a dynamic insurance and insurtech consultant who excels in policy placement, risk management, and community building. As the Managing Broker at Newport Beach Insurance Center LLC. He seamlessly blends traditional insurance expertise with innovative technology solutions. In this episode, Brett discussed the importance of networking and community-building through initiatives like "Broker Brews" and the insurance running club, highlighting the value of these events in fostering connections and sharing knowledge across the industry. The discussion also touched on how mid-sized insurance agencies can leverage their agility and responsiveness to compete with larger enterprise players, as well as the potential impact of AI and other emerging technologies on the industry.

Check out this episode and hear more about:

The importance of networking and community-building through initiatives like "Broker Brews."
The evolution of openness and connectivity in the insurance industry
The challenges and opportunities around APIs, data scraping, and technology integration
The pros and cons of closed versus open technology ecosystems
The potential impact of AI and other emerging technologies on the industry.

This is an episode you will want to bookmark. It is a good one.

How does the Orange Partner Program work? Aug 04, 2024

Doug Mohr is an esteemed colleague, serving as the Vice President of Industry Relations and Partnerships here at Vertafore. His visionary leadership and innovative spirit have been instrumental in shaping the future of insurance software solutions. With a keen eye for transformative technology and a deep understanding of the industry’s intricacies, Doug has been pivotal in forging strategic partnerships that drive progress and efficiency. His unique ability to navigate the complex waters of industry relations has made him a respected figure within the industry.

Listen in as we dive deeper into:
Doug Mohr's career and his love for big orange
The history of Vertafore, as Doug takes us to school
The Orange Partner program and what it means to us here at Vertafore
The Importance of partnership, open API's, and the value that it brings to our industry.
You may want to bookmark this one, there is a lot of information in this episode.

Leadership in the Insurance Industry Jul 28, 2024

Kelly Gonyo is a highly experienced and dedicated insurance professional with over two decades in the industry. As the founder and President of Blue Line Insurance Agency, she has demonstrated exceptional leadership and a commitment to client service. Her expertise spans various insurance roles, and she specializes in commercial insurance. Kelly is deeply committed to community service, actively participating in local economic development and supporting small businesses. Her insights on building strong client relationships and advocating for independent agents are truly inspiring.

Listen in as Kelly talks to us about:

Her philosophy on leadership, emphasizing the importance of caring for your team and fostering a positive work environment
Strategies for staying ahead of industry trends and successfully implementing new technologies
The challenges she overcame and the mentors who influenced her success
Her vision for the future of the insurance industry, highlighting key areas of growth and opportunity
Practical tips for professionals looking to thrive in an evolving insurance landscape.

You may want to bookmark this one. There is a lot of good advice in this episode.

The data tells the story Jul 21, 2024

Denis Mrkva has significantly contributed to the field of data and analytics at Keystone Agency Partners, where he serves as the Vice President of Data & Analytics. His work focuses on implementing data-driven strategies that enhance the operational efficiency and decision-making capabilities of insurance agents. In this week's episode, Denis dives into the significance of data-driven strategies and the crucial role analytics play at Keystone Agency Partners. We also discuss the integral part Vertafore plays in their process.
Listen in as Dennis explains:

The data-driven strategies used to boost operational efficiency and decision-making
How Keystone leverages advanced analytics for better insurance portfolio management
How working with Vertafore integrating cutting-edge technology continues to drive growth and innovation
Practical examples of data application in agency growth.

You may want to bookmark this one, there is a lot of information in this episode.

AgencyOne : The story behind One Experience Jul 14, 2024

Kelly Byrom and Daniella Ivey, are the leaders and the strategic mastermind behind this groundbreaking solution. We are calling AgencyOne. You heard about it a few weeks ago on the podcast. Today we will be having an in-depth discussion into the seamless interface, innovative look and feel, and enhanced customer experience that will set AgencyOne apart. Kelly and Daniella share how they've done extensive research with their largest customers to create a solution that focusses on the idea of "one experience." An all-in-one experience that clients are clamoring for. With high energy and the excitement, this episode captures the essence of what makes Agency One a game-changer in the industry.

Listen in as we :

Discover the strategies Agency One used to become a frontrunner in the industry
Hear more about customer-centric research: Learn how thorough research with top clients has shaped their services
Understand the demand for these Integrated Solutions

Gain practical tips and strategies to implement in your agency immediately

Don't miss out on this opportunity to elevate your agency's performance. Tune in now and learn more about AgencyOne.

What is this project that is making such an impact on the industry? Jun 30, 2024

As Vertafore CEO, Amy Zupon, said, “Project Impact is about more than just technology; it’s about creating meaningful change. We are committed to supporting our customers, our employees, and our communities in every way we can. We're thrilled to announce our latest podcast episode featuring Vijay Muniswami, the visionary leader behind Vertafore's transformative Project Impact.” Known for his innovative approach and deep industry insights, Vijay has been a driving force with in the Vertafore ecosystem and the insurance technology landscape for over a decade. His passion for leveraging technology to create meaningful change is nothing short of inspiring. In this episode, Vijay delves into how Project Impact is revolutionizing the insurance industry through technology, community engagement, and sustainability. Tune in to discover the incredible innovations and strategies driving this project forward!

In this episode, you’ll learn:

What Project Impact is and how important it is to Vertafore's development of solutions
What Vijay and his team learned from from spending time inside 70 plus agencies
The impact of Vertafore’s community engagement and educational programs
Innovations enhancing customer experience and satisfaction
Sustainability practices and their importance in the modern insurance landscape
You may want to bookmark this one, there is a lot of information in this episode.

This is the inside scoop on AgencyOne Jun 23, 2024

Vertafore is changing the game again, raising the bar for the user experience even higher with AgencyOne. This platform will transform the way insurance agencies operate by providing a comprehensive, all-in-one platform designed to streamline processes, enhance productivity, and elevate customer service. Whether you’re new to the world of insurance tech or looking to upgrade your current systems, this episode is packed with insights on how AgencyOne can be a game-changer for your agency.

AgencyONE was born out of the need for a more integrated and efficient agency management system. It’s the result of years of industry research and feedback from insurance professionals. The platform has evolved through collaboration with agencies of all sizes, ensuring it addresses real-world challenges and needs. Today we have Jace Hopper, VP of Product Management joining us alongside Kelsey Anderson Manager of Product Marketing to break it all down for us.

Listen in as Jace Hopper and Kelsey Anderson share:

What’s new with it and where we are today with AgencyOne
A behind the scenes look at how it is being put together from the marketing and product view point
The day to day challenges in an agency that AgencyOne solves
How this project is truly about enhancing our customer's experience here at Vertafore.

We discuss this and so much more, that we will be releasing a sequel coming out in the fall.

Everyone should have an opportunity to succeed in this industry Jun 18, 2024

Dawnyel Smink is a force to be reckoned with in the insurance industry. As the founder and CEO of Canyon Lands Insurance (CLI), she has revolutionized the way insurance services are delivered, fostering growth across multiple states and establishing CLI as a powerhouse in the field. Her entrepreneurial spirit and keen insight have not only propelled her company to new heights but also paved the way for women in a traditionally male-dominated sector.

Dawnyel’s leadership extends beyond business acumen; she is a visionary who actively shapes industry practices, advocating for the empowerment and fair treatment of women. Her voice is a beacon of change, resonating through her participation in regional and national carrier councils. Dawnyel Smink is not just a leader; she is an innovator, a philanthropist, and an inspiration to many.

Listen in as Dawnyel talks about:

Her journey as an entrepreneur in this industry, and how she came to where she is today
Leadership principles she has learned along the way, and how she has used those to empower so many others
How her active participation in regional and national carrier councils has propelled her career forward
The transition from Canyon Lands Insurance to Keystone and the impact for her agents
What's next on the horizon for her agents at CLI and Keystone and her excitement for it.
Buckle up folks, because this one is a powerful episode

The Google of Insurance Jun 09, 2024

Jack Gibson is a distinguished leader in the insurance and risk management industry, renowned for his role as the President and CEO of the International Risk Management Institute (IRMI). With a career spanning over four decades at IRMI, Jack has been instrumental in steering the company’s strategic direction and expanding its educational resources. His expertise is also reflected in his authorship and editorial contributions to numerous industry publications. He was also instrumental in the partnership between IRMI and Reference Connect.

We want to dive deeper into Jack’s work and the services offered by IRMI.

Listen in as Jack talks about:

His journey to IRMI and his prestigious career there as CEO.
The long-term relationship between IRMI and Reference Connect by Vertafore
The various use cases for IRMI in your agency
All of the various content that IRMI offers including the brand-new BOP content
What's next for IRMI.

This one you won't want to miss.

The future of InsurTech is now! Jun 02, 2024

Christopher Frankland is an award-winning influencer in the InsurTech space, and the Global Head of Product & Innovation at Cover Desk. He has been serving in this role since April 2021. With a rich background in the InsurTech industry, Christopher has founded InsurTech360. His expertise extends to mentoring roles in various organizations, including Lloyd’s Lab, Hartford InsurTech Hub, gener8tor, and the Global Insurance Accelerator. Cover Desk, under his leadership, aims to lead global innovation efforts, including new product and service development, and identifying new market opportunities. This aligns with cultivating a culture of innovation across Cover Desk and the insurance industry.

Listen in as Christopher talks about:

His journey from across the pond to where he has become an award-winning influencer in our industry
How he became the founder of Insurtech360
The trends that he sees in the insurance industry as well as future trends
How Cover Desk is deploying incredible virtual employees trained in the technology used by your agency
The emergence of Artificial intelligence and how agencies could be using it
The use cases for artificial intelligence from a audio and visual standpoint using generative AI
You may want to bookmark this one.

There is a lot to unpack in this episode.

How to use demand generation strategies to create opportunities for your agency May 26, 2024

Mikaela Dittbrenner, Vertafore's Agency Demand Generation Marketing Manager, brings a diverse background in lead generation, campaign marketing and conversion path optimization for both B2B and B2C programs. Her relentless drive to boost demand generation and amplify brand visibility through strategic initiatives has propelled Vertafore's Agency Marketing presence to new heights within the industry.

Listen in as Mikaela talks about:

Her Journey through her marketing career and how she landed at Vertafore
What suprised her the most about the insurance industry
What demand generation marketing is and why it is so important
The importance of having good culture
How to use demand generation marketing strategies to gather more opportunities for your sales team
How to deploy a solid marketing campaign in your agency
What is on the horizon for the Vertafore Demand Generation team through 2024.

Leading with compassion, intentionality, and mindfulness May 19, 2024

Navigating this hard market takes extreme intentionality. Prioritizing mental health and having a great culture in your organization are just as important as having a solid foundation of process and procedure in your agency. Both lead to finding success in these times and today we have 2 great guests to talk more about this. Scott Howell is more than an insurance agent; he’s an educator, a thought leader, and a trusted advisor. His dedication to the industry and his clients is unmatched, making him a true “insurance guy” in every sense of the word. Scott is owner of iprotect Insurance and financial services and the co-host of the Insurance Guys Podcast. The podcast has become a go-to resource for insurance agents seeking guidance on everything from sales and hiring to the day-to-day operations of running a successful agency. Kenneth Williamson is the Director of Operations at Portal Insurance. He is a breath of fresh air as a voice in our industry. He leads his team with compassion and intentionality.

Listen in on this conversation as they talk about:
Scott Howell and the Insurance Guys Podcast as they celebrate 1 million downloads and what that means to him
Scott Howell and Kenneth Williamson as they introduce themselves to the audience
The importance of having a good culture in your agency and leading with compassion and mindfulness
Kenneth's approach to managing a service team during the hard market
Scott discusses his agency's tech stack, and how important it to the success of his agency
How important it is to have a solid foundation build on solid processes and procedures
The creation of their new company Mind Your Agency, and how it came to be.

You may want to bookmark this one

Watch out for this when selecting an insurtech partner May 12, 2024

Alexis Cierra Vaughn was recently named "Women to Watch in InsurTech 2023', "Insurance Business America" as one of the top 85 trailblazing Elite Women in Insurance for 2022", Litghitco named her a top "Influencer" on the "Top 100 Insurance Innovators" list & ACORD and Alchemy Crew named her "Top 14 Global InsurTech Leaders of 2022 Globally.”

In other words, if you want a guide to identifying the right insurtech partner, start here.

Meet Alexis and learn:

how she grew Cowbell Cyber agency appointments from a few hundred to 23,000
the genesis and early successes of her new consulting company, off-course
the difference between a great insurtech CEO and an ego-driven one
bleeding-edge technologies to consider when building your tech stack
questions to ask in your insurtech interview process

Insurance loss runs to useable data in seconds May 05, 2024

Scott Knowles is a serial entrepreneur in the Insur-Tech industry, recognized for his innovative contributions as the CEO and Co-Founder of Loss Scan. Scott has been instrumental in developing Loss Scan’s one-click tool that imports and extracts detailed information from loss-runs, eliminating manual processes and saving time for carriers and agents, His deep understanding of the insurance industry has allowed him to create technology that not only solves problems but also enhances human capabilities. Loss Scan was created, not to replace humans but to improve and enhance what they are doing. He wanted to provide a tool that could handle the tedious work of data extraction, so his clients could concentrate on interpreting the data and making informed decisions. Loss Scan, has since become a game-changer in the insurance technology space, demonstrating the limitless potential of AI in enhancing human capabilities.

Listen in as Scott talks about:

His journey from his first successful start-up in Modgic to co-founding Lossscan
How he came to the idea of Lossscan
The importance of the technology behind Lossscan Various use cases for the technology
Artificial Intelligence and how he is taking advantage of it to enhance the customer journey
A data-driven , AI powered approach to underwriting
The creation of Lossscan was not to replace humans but to enhance their capabilities.

You may want to bookmark this one, there is a lot of information in this episode.

From Scratch to $36 Million using these sales strategies. Apr 28, 2024

Andrew Filar is the CEO and Managing Partner of Peachy Insurance, the fastest growing Allstate agency in the U.S. Andrew is focused on building the best team in the insurance industry. He has acquired seven Allstate agencies and has organically grown them from $0 to $36,000,000 in annual premiums in just 5 years. Additionally, Andrew is involved with Next Call Club, where he helps businesses turn cold leads into warm leads, close more clients, and improve ROI through effective outbound calling.

Listen in as Andrew talks about:

His journey and how he got to be the fastest-growing Allstate agency
His training for unlicensed callers, and the steps to take before passing them to a licensed sales agent
A live role-play with Heath to demonstrate an outbound call process
The importance of understanding the client journey and the tools he uses for follow-up
The lead scoring model and how he optimizes his process using this model qualification and verification for lead sources
A data-driven approach to not only optimize the funnel but also leverage the digital footprint
A closer look at how the cost moves through the process as opposed to the sticker price
A playbook for implementing an outbound calling strategy in your agency

The myth that online leads don’t stick around and how he shares his retention rate to respond to the judgmental bias
Next Call Club works and how to learn more about the service.

The Accelerate 2024 Keynote Panel Apr 21, 2024

The highlighted main stage session on Wednesday was a panel discussion led by Vertafore’s CFO, Teresa Chia. We dove into topics that ranged from the current state of the market for independent agents, carriers, and MGA’s to current technology trends such as Artificial Intelligence. Let’s just say….there weren’t any quiet moments!
Hear the leaders below challenge each other and the industry:

Charles Symington, CEO of Big I
Bobby Reagan, Executive Chairman of Reagan Consulting
Stephanie Bush, Former Head of Small Commercial & Personal Lines at The Hartford
Drew Aldrich, Managing Partner at Viewpoint

Accelerate Main Stage Featuring Amy Zupon & James Thom Apr 14, 2024

Accelerate by Netvu in 2024 was hosted by the great city of New Orleans, and widely attended by independent agents and vendors from all over the country. With over 85 thousand hours of learning across those in attendance, over 250 techhub appointments, over 100 exhibitors, and so much more. This year's mainstage sessions were highlighted by two of our executives, CEO, Amy Zupon, and Chief Product officer, James Thom. They had the audience on the edge of their seats as they discussed 5 exciting product enhancements, gave away some amazing door prizes, and so much more.
Listen in as Amy and James talk about:

How proud they are to be a part of the Netvu community
Vertafore’s commitment to the indie channel by Investing record amounts back into our products
Amy’s top 3 trends insurance industry as she sees it – Security, Data, Artificial Intelligence
James discusses our desire to give back time empower to success by streamline process, eliminate manual tasks, equipping agents with the tools they need
5 product highlights that exemplifies our relentless pursuit of innovation and excellence
Project impact, a project that shadows 72 agents and how we are identifying tons of opportunities to improve day to day processes
James talks about the launch of the bind button on PL Rating
Amy addresses the misconception that AZ is only for the small agency

All this and so much more…

We built bind Apr 07, 2024

We have a big announcement to make here at Vertafore! We made a promise 6 months ago and we are making good on our promise. The buy button is here. This is a story of passion and persistence that peaked at our Sales Kick-off Meeting. The buy button is not just about efficiency, it’s about giving the power back to the agency. With this new feature, your account managers, producers, and all other staff in your agencies, have the power to start and end a quote process without leaving the system of their choice.
It is about building trust. We built this buy button with both the agency and the carrier in mind. This is a big milestone for the industry, but we aren’t done yet. We will continue to evolve and continue to enhance this technology with you in mind.

In this special episode, we discuss:

The history of this project and the impact it will have on our industry
How important it is to build trust with your clients and how important it is for us to build that same trust with you
The idea that this button goes far beyond efficiency.
We also acknowledge that, while this is a big announcement, there is still more work to do, more enhancements and more to evolve.

There's a lot to unpack in this episode.
Click below to dig in.

Data is a journey, not a destination. Mar 31, 2024

Brian Comerford is an accomplished digital transformation strategist with a diverse background who began his journey in tv and radio. Brian’s specialties include innovation strategy, enterprise technology, and creativity. His work involves staying at the forefront of digital transformation and driving innovative solutions. Brian Comerford’s expertise and contributions play a significant role in shaping the insurance technology sector,and his, and work at Vertafore reflects a commitment to advancing the industry through technology and creative thinking.

Listen in as Brian sheds light on:

The necessary mindset change that needs to take place in many agencies
The reason he returned to Vertafore
The evolution our industry has taken, from an order-taking mentality to one centered on consumer demand
A strategic plan to cleanse your agency’s data
Data Maturity and quality begins with self-awareness
Navigating the challenges of change management in an agency.

Orange Partner Feature Episode Mar 24, 2024

Episode 11 of Season 3 on the VIP Podcast is now LIVE!

Each agency, carrier, and MGA has unique tech needs. That’s why we created the Vertafore Orange Partner Program—leveraging our open platform and APIs to create integrations with best-in-class solutions that complement your Vertafore suite of products. In this episode of the VIP Podcast, we went live at our annual Sales Kickoff meeting to meet some of our Orange Partners.

Listen in as we:

Introduce our Orange Partner Vendors
Discuss what being anOrange Parner program means to them
Showcase their products and solutions 
Find out how to contact each vendor

There's a lot to unpack in this episode. Click below to dig in.

Do you have your finger on the pulse ? Mar 17, 2024

Dustyne Bryant of The National Alliance for Insurance Education definitely has her finger on the pulse, when it comes to our industry. Which is why she was a perfect guest to bring on for this episode. Dustyne Bryant sits down with, good friend and host of this episode, Heath Shearon, to talk all things state of the industry. She shares her experience and her advice on so many different topics on this one.
Together, we discuss:

Dustyne Bryant's journey go get into the industry and where she is today.
The Hard Market, and Why she believes we are where we are experiencing this type of market
Insuretech and the State of the industry from a tech perspective
Buzz words in the industry
The future of our industry with regards to Artificial Intelligence
Trending Coverages such as Parametric Insurance, Cyber Insurance, etc
Finally we wrap up the podcast discussing the National Alliance- Practitioners Teaching Practitioners

The State of the Industry Mar 10, 2024

Mike Becker, CEO of the National Professional Insurance Agents has his finger on the pulse of what is going on out there in our industry, discuss, which is exactly why we invited him to come on the show today and the state of the industry with, the Mayor, Heath Shearon. Mike Becker has connections all over the country inside insurance agencies big and small as well as significant connections on Capitol Hill. Mike share with us how PIA is advocating for insurance agents every day and also bridging the gap between agencies and technology,
Together, we discuss:

Mike Beckers story on finding his way to the PIA of Arkansas
What Pia is doing every single say to fight on behalf of the Small Business owners of our industry.
How they are tackling the numner one issue facing PIA members today ... Finding and Keeping Talent.
The importance of the Relaunch of the PIA Tech Council.
The Experience of Joining Amy Zupon and others on the CEO panel at the Indie Tech Conference last year.
How PIA is addressing the topic of AI

There's a lot to unpack in this episode. Click below to dig in.

Communication Is The Key! Mar 03, 2024

Chris Paradiso of Paradiso Insurance is the guru of the customer journey. He gives us a peek behind the scenes and walks us through what makes his agency' so special as it relates to the customer journey. He talks so highly of his staff and how important it is to train your staff up and lead with proper communication. His agency has a robust touch point system post bind, and he has been very intentional every step of the way to ensure that each of his clients have a great experience with the Paradiso Agency....
Together, we discuss:

Chris Paradiso's story of successes and he even shares with us his mistakes too.
How Speed and Price are not the most important thing
He talks about educating and training your team.
Process and Procedures and how important it is to be intentional in setting those up
Chris walks us through step by step through what they do at his agency.
The importance of training your staff and communicating effectively.
Email is about information-Phone calls are about communication.
How important Flag Day is for his agency, and it sets the tone for the culture of his agency.

There's a lot to unpack in this episode. Click below to dig in.

...Get more out of your team... Feb 20, 2024

David Watson, CEO and Founder of RiskAdvisor and Equity Partner of Mappus Insurance Agency, is a thought leader in the industry, as it pertains to processes and procedures in your agency. He talks us through the impact of the customer journey, and how important it is to have a Customer Journey enhanced and driven by technology. Not only does he walk us through what he is doing in his agency at Mappus, but also talks to us about RiskAdvisor and how he's found a way to improve the quoting process.

Meet David Watson and hear:

David Watson's story of how he got in the industry and where he is today.
How important David feels that it is to have Processes and Procedures set up for your agency.
How he has leveraged automation in his agency's customer journey.
A walkthrough step by step of his customer's journey, and the tech he uses to power this journey.
A walk through RiskAdvisor and how you can use his product to enhance your agency process for quoting.

Embracing Automation to Enhance your Customer Experience Feb 07, 2024

CJ Hutsenpillar of Hutsenpillar Insurance takes us behind the scenes and shows us how he has built his tech stack to focus on the needs of his customers. With a tagline in his agency of "where the convenience of online shopping meets the security of having a local agent," its no wonder why Hustsenpillar insurance setting the bar high for customer experience. Not only does he walk us through the sales cycle of his customers, but we also talk about so much more...

Together, we Discuss:

What sets Hutsenpillar Insurance apart from the competition
QQ Catalyst, AgencyZoom and the open API's that allowed them to build out a robust tech stack
How he stopped looking at geographic location and focus the best talent available
He walks us through his his customer journey from start to finish.
The lessons learned from Direct-To-Consumer carriers and how to differentiate yourself from them.
Automation presale and post bind.
The importance of educating your customers as a part of the Customer Journey

There's a lot to unpack in this episode. Click below to dig in.

VIP Podcast - Kill data entry with this tool! Jan 31, 2024

Carl Ziade and Jean-Pierre Vertil, Co-Founders of Gaya, make a lofty promise to “speed up your insurance quoting process by 10x.” Their AI-powered Chrome extension allows you to move data between carrier portals, management systems, and other software in just a few clicks. We have a sneaky suspicion this niche solution will grow to do big things in the future.

Meet Carl and Jean-Pierre to hear:

- The story of two immigrant founders taking their shot in America
- Why these Standford MBAs choose to tackle the insurance industry
- How Gaya leverages AI and Natural Language Processing
- Real agency use cases
- The vision for Gaya’s future

Why You Should Embrace Robots in Your Agency Jan 24, 2024

Mike Fusco of Fusco and Orsini pulls back the curtain and talk to us about the hard market through his lens. Mike and his agency have a strong focus on Commercial Insurance and Employee Benefits. He tells us how he uses robot process automation to improve efficiency, employee morale, and overall customer satisfaction. Not only do we discuss this, but also we discuss why he loves the hard market and so much more...
Together, we tackle:

What sets Fusco & Orsini apart from the competition
How his Team Dynamic produces big returns
What is Robot Process Automation ?
Why should we be paying closer attention to RPA?
What's next in his agency for technology and Robots
What should agencies expect in 2024?

There's a lot to unpack in this episode.

Building AI-Powered Conversions Jan 17, 2024

Rick Warter, SVP of Customer Success, discusses how we’re thinking about system conversions differently at Vertafore. Moving massive amounts of data from one system to another is no easy feat. Doing so accurately? Even tougher. Rick explains how his team is tackling this challenge using artificial intelligence in creative ways.

Meet Rick and learn:

The current state of conversions at Vertafore
What makes a system conversion so challenging
How AI is improving accuracy and speed
Where the conversions team is headed next

Is AI evil? Jan 10, 2024

Jamie Peers, VP of Business Development at Synatic, guides us through the unknown as he peels back the layers of AI’s real impact on insurance. Fluent in data architecture and connectivity through his work at a leading API insurtech, Jamie’s outlook on the future of AI is intriguing. Ultimately, he wants to help you answer the question…for yourself.

Meet Jamie and learn:

Who is Jamie Peers (and why you should know him)
A 30,000 foot view on how AI works
The unknown cost of AI in insurance
AI challenges you should be aware of
Where will insurance AI be in 3, 5 and 10 years?

The First Ever Artificial Intelligence Insurance Agent Jan 03, 2024

The Vega-Sanz brothers started out as two frustrated and car-less college students trying to get to a local pizzeria. Now? They have been featured in Forbes 30 Under 30 for building the first ever AI-powered insurance agent. This is a company to watch in 2024. Not just because of their innovative tech, but because of their endless ability to pivot.

Meet Matthew Vega-Sanz & Roberto Salinas and learn:

The unbelievable (and at-times-humorous) story behind how Gail started
What an AI-powered Insurance Agent can do in an agency today
How Gail (aka, the AI) works
Why agencies should see AI as a competitive advantage
How Gail empowers (not replaces) the insurance agency team

Putting Your Tech Stack to work Dec 31, 2023

Casey Nelson, founder and Ceo of Stakwise, is the Insurance tech stack guru and someone to count on to question the status quo and make you change the way you think about the technology in your agency. He is a former agency principal and has spent his entire career developing processes and procedures to increase efficiencies. Early in his career he saw technology as the answer to so much of the efficiency that he was seeking. and enhanced the processes he was implementing....

Meet Casey and hear:

How he began his career in the Insurance industry.
How to use the tech you have right now in your agency to improve efficiency.
What he calls the "trinity of your technology" Stack
What he thinks is crucial to your client's Experience at your agency.
How to get staff buy in and early adoption of new technology.
Casey define the difference in a CRM and AMS

The Secret sauce to this agency’s impressive growth. Dec 24, 2023

When Sarah Zambrano, the operations director, of Colorado Insurance, started with the agency there were only 4 people on staff including the agency principal, fast forwarding to today there are over 100 people on staff and over 100 million in production. Sarah credits much of the agency's success to the relentless pursuit of consistent process and procedures. The procedures that were set up when they were a small agency are still in use today and are still incredibly valuable to the growth of the agency.

Meet Sarah and hear:

How She got started with Colorado Insurance.
What fundamental decision help set them up for success.
How having consistent agency standards helps the agency be intentional in their growth
Why the customer journey is so important and the processes and procedures they use to maintain consistency in that journey.
How to prepare your agency for success beyond sales and service.

The State of Diversity, Equity & Inclusion in Insurance Dec 17, 2023

Elisa Stampf, CEO of Insure Equality, shares how she is working to make insurance a more welcome place for everyone. Through her non-profit, she has created an actionable framework to help any agency or company achieve a more open, authentic and, ultimately, collaborative culture. It all starts with one, honest conversation.

Meet Elisa and hear:

Why she chose to make DEI for insurance her mission
Defining Diversity, Equity & Inclusion; why is it important?
Real-world examples of agencies & companies championing change
How Insure Equality can help your business
A sneak peek at Insure Equality's 2024 annual event

Click below to watch.

Success, Driven by your Tech Stack Dec 10, 2023

Drew Kinney is the co- owner of Kinney Insurance Agency, and someone you can always count on for a collaboration session. He is always open to sharing his ideas and his success stories with anyone in the industry. Drew is actively involved with the daily agency operations including: process management, agency data analytics, business intelligence reporting, and marketing.

Meet Drew and hear:

How he got started in the industry
What is like working so closely with family and how they make it work
How they built their tech stack out.
Step by step walk through how they set up their Agency zoom.
How to operate your agency with the right tech stack

Click Here watch.

The Service Superpower KPI. Dec 03, 2023

Episode 33 of the VIP Podcast is now LIVE!

Seth Zaremba, Founder of b atomic!, shares how he bootstrapped an insurance startup that's changing the analytics game. This isn't your standard, run-of-the-mill KPI conversation about total premium, retention and monthly sales targets. Seth is introducing new KPIs that the industry has never seen. And it all starts with three little words: cost per transaction.

Meet Seth and hear:

From agency startup to insurtech startup
Do agencies really own their data?
Why current analytics don't give us a competitive edge
The cost per transaction: what it is and why it matters
How to begin leveraging data in your agency

He’s building a sales world without duplicate entry. Nov 26, 2023

Tolga Tezel, Founder & CEO of Canopy Connect, is solving for a massive problem in insurance: moving sales data WITHOUT human hands. In any other industry, data is supportive to the product being sold. In insurance, the data IS the product being sold...which means, there's a lot of it. And moving it between systems? Whew. Pretty sure sales teams are already tearing up reading this. But dry up those eyes. Tolga and crew have an exciting solution.

Meet Tolga and hear:
- How he ended up in insurtech of all things
- Why he has bootstrapped his company from the ground up
- How much time sales teams waste being data janitors
- An innovative solution for moving hundreds of data fields in just a few clicks
- Where Canopy Connect is going next

Marketing yourself on TikTok Nov 19, 2023

Episode 31 of the VIP Podcast is now LIVE!

Elijah Goodman, Producer at Goodman Family Insurance, was looking for a creative way to gain attention and write more business. He and his buddies created a video that went quickly went viral and Elijah saw his sales increase and his Tik Tok fame rise in the process. Goodman Family Insurance is a family-owned independent insurance agency. Elijah's unique marketing efforts made this local agency a household name and now writes in multiple states outside of his home state of Wisconsin.
Meet Elijah and hear:

How he got his start in the agency.
The origin story of his viral Tik Tok Videos
Elijah Goodman's marketing advice for Indie Agents
The rise and fall of Elijah's Tik Tok Channel.
What is next for Elijah Goodman and Goodman Family Insurance

Click below to watch.

The First Ever Digital M&A Platform Nov 05, 2023

Adam Bowe, Founder of Cake, has created a Carvana-like insurance marketplace where you can buy or sell your book of business. Today, the only way to buy or sell is...know the right person. With cake, that changes to...know the right platform. Not only are they democratizing the M&A space, they're also making it possible to exchange groups of accounts (known as "slices"), instead of the whole cake (aka, book of business). Believe us, this is one you don't want to miss.

Meet Adam and hear:

How Cake works
The *free Value Your Agency tool available on haveyourcake.com
Why this platform makes the M&A space available to anyone and everyone
The "trust" challenge Cake must overcome - and how they're doing it
Where this platform is headed in 2024+

It Starts With The Data. Oct 29, 2023

Margeaux Giles, Founder & CEO of IRYS, sits down with us to try and settle the CRM vs AMS debate. Her experience in both agency operations and insurtech gives her a unique perspective on what the next generation of technology could look like for the indie agent. And it all starts with...the data.

Meet Margeaux and hear:

• 4 key differences between a CRM and AMS

• A high-level overview of the importance of data architecture

• Why agencies need a CRM to be competitive in the digital era

• How to overcome the change management hurdle

SPOILER: An Agency’s Valuation Increases.. Oct 22, 2023

Carey Wallace, Founder of AgencyFocus, has an intriguing background. She cut her teeth in startup early-on after helping take a company public shortly after finishing undergrad. Since then, she's gone on to launch two more startups, both in the insurance analytics space. Her most recent venture is focused on helping agencies increase their valuation with......better data.

Meet Carey and hear:

Who is Carey Wallace and why has AgencyFocus taken off?
Her belief on the importance of an agency's data in 2023 and beyond
How data and valuation are linked
The biggest data challenges she helps under-valued agencies overcome
A few things you can do to improve your data maturity

A Startup Accelerator For Indie Agents ONLY Oct 15, 2023

Pat Cline, Director of Accelerator Operations at 101 Weston Labs, is building a new kind of accelerator. This accelerator doesn't help carrier insurtech, MGA insurtech or, honestly, any insurtech other than solutions meant to drive change for indie agents. Its partnership with the Independent Insurance Agents of North Carolina state association is what truly makes it powerful.

Meet Pat and hear:

First, what is an accelerator and how is 101 Weston Labs different
Why 101 Weston Labs & IIANC is a match made in heaven
A look at the first cohort of insurtech solutions
The 12 week startup bootcamp and annual event
Where 101 Weston Labs is headed in the future

Making Insurtech A Profit Center, Not Cost Center Oct 08, 2023

Steve Anderson, CEO of Catalyit, joins us to discuss 2023 insurtech trends across almost 500 agencies from his recent 2023 State Of Tech Report. In this episode, you'll learn:

- the #1 tech issue facing agencies in 2023

- the average number of solutions an agency uses (and why)

- how to turn your tech from a profit center into a cost center

- a simple process for selecting the right tech for your agency

Commercial Insurance Made Easy Oct 01, 2023

Becky Monfre, VP of Digital Accounts at Coterie Insurance, joins us to talk about how Coterie is making small commercial Insurance easier. She has been in the industry her entire career and understands the value of speed and efficiency for commercial insurance. As the head of digital distribution, she loves helping agents to embed small commercial insurance capabilities on their website.

Meet Becky and hear:

What is Coterie Insurance claim to fame?
How Coterie is able to help agencies get a bindable quote in 2 minutes
The importance of having a strong process for this hard market.
The impact of the Customer Journey
How Coterie helps you matian the vital relationship peice with your customers.

Click below to watch.

How To Increase Your Team’s Capacity Sep 24, 2023

Tom Parratt, Chief Operating Officer at Sheally Insurance Group, can tell you down to the second how long it takes for someone to answer and log a call. In fact, it was the time saved on this activity that brought them to Vertafore's My Personal Lines Suite. Listen as Tom shares how his background in professional soccer has helped him achieve operational excellence in a fast-growing North Carolina agency.

Meet Tom and hear:

How he ended up in insurance after his successful career in professional soccer
His philosophy around operational excellence
Why data is a carrot not a stick
How his Vertafore tech suite helps his team work 2.1X faster

Will blockchain ”Netflix” insurtech? Sep 10, 2023

Garrett Droege, SVP Director of Innovation at IMA Financial Group, is someone you can always count on to question the status quo. He researches and experiments with bleeding edge tech to help position his firm successfully for the next wave of adoption. That includes Virtual Reality, web3...and blockchain.

Meet Garrett and hear:

How he ended up researching the bleeding edge of insurtech
What is blockchain and how it helps decentralized data challenges
The evolution of The Smart Contract
Hurdles we must overcome to truly adopt blockchain tech
How to prepare your agency

#1 Way To Make Your Data More Reliable Aug 27, 2023

Zac Sutherland, Owner of Sutherland Insurance, joins us from Canada…eh! A few years ago, he become so frustrated with the inaccuracy and manual nature of his agency’s reporting that he took matters into his own hands. Fast forward, he now has a real-time look into his agency’s operations with just a few clicks. How’d he do it? Click play to find out.

Meet Zac and hear:

The story of Sutherland Insurance
The biggest challenges Zac faced around reporting
Mistakes he wish he wouldn’t have made on his data journey
How he built data visualization he trusts 100%
The KPI’s he watches every week

What is AgencyOne... Aug 20, 2023

Today, you'll hear from not one, but all three of our incredible Product VPs on the future of Vertafore. Imagine a world where your tech stack works seamlessly on the front-end and back-end. Goodbye excessive manual entry. Goodbye completely separate multiple interfaces and logins. Goodbye redundant data silos. That's the mission of AgencyOne.
You’ll walk away with:

What are the biggest tech challenges facing agencies right now
What is AgencyOne
How does AgencyOne solve for these challenges
How will our Product VPs work together to build AgencyOne

What can you expect this year and into 2024

End Your Sales/Service War Aug 13, 2023

David Foster, Founder of Three Arbor Insurance, is one of the most humble people you'll meet. You wouldn't guess he owns a successful multi-million dollar agency...that's still growing by leaps and bounds. Today, he shares why his focus on culture and process have been his secret weapons.
Tune in to meet David, plus:

Hear why David started a scratch agency
What it took to end the sales and service war behind closed doors
How he built a tech stack that truly empowers his people
- and more!

There’s a lot to unpack in this episode.

Meet Teresa Chia, Vertafore’s New CFO Aug 06, 2023

We are continuing to build an amazing team here at Vertafore. The newest addition to the Big Orange? Teresa Chia, our Chief Financial Officer. This CFO is one you should know. She hails from the insurance industry! Her perspective on insurtech acquisitions and mergers is not to be missed.

You’ll walk away with:

Who is Teresa Chia
Why in the world she chose the insurance industry
An inside look at the logistics of insurtech mergers and acquisitions
Why Vertafore is part of her long-term plan
Where she sees the insurtech M&A space headed in 2024

The ”Buy Button” Is Coming to PL Rating! Jul 30, 2023

Keith Savino, Managing Partner of PCF Insurance Services, is fondly known as The Godfather of The Buy Button....and for good reason. He has worked with multiple organizations over a decade to make this dream a reality. Now, with the help of Gordon Kendall, Director of Product Management for PL Rating, it's on our doorstep.

You’ll walk away with:

A short (and fascinating) history on rating (going back to the 80s, baby!)
Why The Buy Button is about more than 24/7 access
The 3 Myths about The Buy Button: online sales only, increased tech costs and commoditization
The impact of The Buy Button on the indie channel
The inside scoop on when and how this will be launched in PL Rating

Meet Our New Chief Revenue Officer Jul 23, 2023

First, what is the role of a CRO? CRO stands for Chief Revenue Officer, meaning they are responsible for every revenue-generating activity inside a company. Outside of product development itself, one could argue that quite of a bit of activity falls into this category - marketing, sales, customer experience - and one would often be right.
Gareth Walter, Vertafore's new CRO, brings 25 years of experience in technology-focused organizations. After successfully leading product teams in companies such as Salesforce and C3 AI, he is bringing his knowledge and passion for innovation into insurance. He's not here to smile and wave, that's for sure!
You’ll walk away with:

Who is Gareth Walter and why he chose Vertafore
Why he loves biking more than running
How he developed a "playbook" over 7 successful years at Salesforce
What he learned about leadership at C3 AI (an AI-powered CRM)
His first 30 days at Vertafore - show us the opportunities!
How he's thinking about the next year

How Indium is disrupting the “Networks” model Jul 16, 2023

Networks are a polarizing topic in the insurance industry. What value is worth giving up your entrepreneurial freedom for? Indie model purists would say….nothing! But the shrewd capitalist in many questions this. Kat Ternes, CEO of Indium, tackles this question head-on in her vision for the business. The model she’s building for this unconventional network is one to consider.

You’ll walk away with:

A high-level overview of the great Networks debate in 2023
Why Kat chose to lead Indium after a successful startup exit
Breaking down Indium’s unconventional model
Why this model will be successful in 2023 and beyond
Tackling the AMS vs CRM challenge

Why Midsize Vertafore Agencies Will Win in 2023+ Jul 09, 2023

Dana Pasquali, Vice President of Product Management, came into the insurance space with a drive to create real change. After successfully leading product teams in companies as young as an analytics-focused startup and as mature as General Electric, she is bringing her knowledge and passion for innovation into insurance. Keep an eye on her.

You’ll walk away with:

Who is Dana Pasquali and why she chose Vertafore
What makes a “successful” product team
Mastering the art & science of choosing the right problems to solve
Why data must be the foundation of any competitive product strategy
What’s to come for midsize agencies in 2023+

3 Ways To Use AI In Your Sales Process Today Jun 18, 2023

This week Dean Giem, Founder of Paradox Insurance, and Liri Halperin Segal, Founder of LeO, join us to talk about how to leverage artificial intelligence in your agency. This isn't The Future; it's here.

Tune in to meet Dean and Liri, plus:

Hear why Dean started a scratch agency
Learn how to leverage rich 3rd party data to understand your prospects’ coverage gaps before walking in the front door
Learn how AI can help you ask the right clients for the right referrals
Understand how to create a smarter cross-selling strategy
and more!

Vertafore’s NEW Data Delivery Strategy Jun 04, 2023

We live in a data economy. Agency owners need better access to the gold in their backyard. They need to see a wholistic view of their team, clients and business. They need open architecture to power a tech stack without duplicate entry. They need insurance-specific AI-powered Next Best Action predictive intelligence. August Butterbrodt, Sr. Director of Product Management, explains how his data science team at Vertafore is tackling these challenges head-on.

Tune in to meet August and walk away with:

What has been Vertafore’s data delivery strategy in the past
2023 data challenges for every size agency
Why data is your jet fuel
How Vertafore is solving for agency data challenges
What to expect in 2023

Did Vertafore make the right bet on Amazon? May 21, 2023

Just over a year ago, big bets were made on modernization. Legacy tech debt was limiting faster and smarter innovation from happening within the walls of insurtech leaders. It was time to invest in the future. We saw partnerships in the headlines with big names that brought with them big promises. Today, the question is: now that bets have been placed, who is leading the race for modernization?

I’m joined by Jace Hopper, VP of Product Management; August Butterbrodt, Sr. Director of Product Management; Ralph Severini, Global Leader of Insurance Alliances for Amazon Web Services.

Together, we tackle:

What does “platforming” actually mean
What is Vertafore’s plan of attack for platforming
How is Vertafore re-engineering our data strategy
Why did we choose Amazon as our digital transformation partner?
What makes our partnership with Amazon unique?
What should agencies expect in 2023?

chatGPT EXPLAINED for insurance Apr 30, 2023

Mariah Gates, founder of Gates Insurance, loves being on the bleeding edge of technology. Time and again, she has experimented with success, even when she couldn’t at first see the true impact. Today, she defends her title yet again for Most Innovative Agent by dipping her toes into chatGPT’s waters.

Tune in to meet Mariah and walk away with:

How to overcome the challenges of being a female agency owner in a male dominated industry
How she gets buy-in from her team for new tech (it’s spicy)
How to measure service performance (and profitability) for the first time
What is chatGPT
6 crazy examples of bad actors using this tool nefariously
How Gates Insurance is eliminating low-value tasks with chatGPT
How Gates Insurance is supporting high-value tasks with chatGPT

This agent has over 1 million Tik Tok followers Apr 23, 2023

In 2008, Daniel Seong, founder of Great Park Insurance, lost everything. He and his wife had to shut down their business and, for a short period of time, live off food stamps with their 4 kids. It was during this time that Great Park Insurance was created. Today, 15 years later, the story of Great Park Insurance is one for the history books. And it’s one you don’t want to miss.

Tune in to meet Daniel and walk away with:

What is the makeup of a true entrepreneur
Do you have to have an ego to be an entrepreneur
Is success the result of fate or (free) will
The tech suite that powers 13 months of personalized communication in 1 month
How he saves his sales team 45 min during discovery/qualification
The secret to his 1 million Tik Tok followers

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