• The origins of Vertafore’s AI foundation and why it matters now
• How responsible, human-in-the-loop AI is reshaping everyday insurance work
• Where agencies can unlock efficiency and insight without losing the human touch
• A forward look at how AI is influencing Vertafore’s future content, products, and customer experience

In this episode, you will hear more about how:

• Amazon insures last-mile drivers across its global delivery operations.
• Focused driver compliance ensures accurate, ongoing coverage.
• Cloud migration presents real data security and privacy hurdles.
• AI drives smarter risk insights and insurance optimization.

• Doug finds tech built to solve real agency needs.
• Industry-built tech has stronger adoption and staying power.
• Best practice recognition starts with smart tech adoption.
• AI delivers value in billing, service calls, and policy comparison workflow.

 Subscribe now so you don’t miss the next episode of the Vertafore Insurance Podcast!

Listen to this episode today for these takeaways: Claims happen every 17 years, clients need trusted guidance. 70% of situations are resolved without a formal claim. Agents offer real value beyond the quote. AMS360 integration via Vertafore Client Communications. Thank you for joining us for this episode.

In this episode, we talk about:

• Turning raw data into real-time, actionable insights.  • Using Generative AI to eliminate manual entry and streamline workflows. • Connecting systems for a 360° client view in AgencyOne. • Helping smaller agencies compete with data-driven decisions.

Be sure to tune in and hit that subscribe button!

Key Takeaways from the Episode:

• Amazon sets client expectations, your agency must deliver on.

• AI's already here, you just need to learn it, use it & manage it.

• Build an AI usage policy before it’s too late.

• Adaptability isn’t optional; it’s your competitive advantage.

• Agents must meet clients where they are, not the other way around.

Thanks for watching or listening to today's fast-paced episode. Please subscribe wherever you listen so you never miss an episode!

• Why the right tech stack is critical to scaling a modern agency.
• The power of educating clients and walking away if values don’t align.
• How Jody stays hands-on, to deliver unmatched service to his clients.
• Why tech supports the agency, but relationships still drive the business.

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

Listen to this episode and you will hear:

• Why fragmented workflows cost agencies time, clients, and revenue.
• How AI-powered call routing boosts response time and compliance.
• Real-world agency impact: 30% of business lost during communication downtime.
• Why EcoLink is more than just a plugin it's purpose-built for insurance.
• How integrated communication elevates the entire policy lifecycle experience.

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

There is so much to unpack, in this episode including:

• Bruce’s Family Feud throwback and agency nostalgia.
• Starting with the problem before choosing tech solutions.
• The strength of the Sagitta user community.
• How working groups shape meaningful innovation.
• Importance of having the right people in place for change.
• AgencyOne’s UI and single sign-on advantages.

Get ready to laugh, learn and long for more, this one gives all the feels. Thank you for listening.

In this episode, you will hear Mariah talk about how to:

• Maximize your existing tech stack.
• Automate follow-up instead of chasing more leads.
• Build complex backend systems but keep the user experience simple.
• Utilize your data better for cross-sell and retention.
• Adopt AI intentionally and scale with purpose.

If you are looking to level up your automation game, this episode is for you! 

Click play on this one and you will discover how to :

Deliver faster, cleaner RFPs that convert, and impress the employer.  Automate low-value tasks to free you up for more value add tasks. Double your client volume, without hiring new staff. Push plan data directly into BenefitPoint, with no re-entry required. Win by blending automation with high-touch, relationship-driven service. Get your pen and paper ready; you'll want to take notes on this one.

Listen to this podcast, and hear us talk about:

• Solving real problems, not chasing flashy technology, • Integrating products to create exponential user value. • Using customer data to shape product and experience design. • Connecting payment, policy, and commission data. • Workflow flexibility that is essential for modern agencies.

This podcast is one you don't want to miss.

Turned “low” close rate into repeatable, high-conversion follow-up strategy

Built 27+ automated pipelines tailored to product and prospect type

Combines email, text, and mail for multi-channel lead nurturing

Triggers life insurance campaigns using birthday data

Tracks ROI by campaign, activity, and individual producer performance

When you listen to this episode you will hear how:

• Quoting sets the tone, before claims ever come into play.
• PL Rating and Commercial Submissions simplify the quoting journey.
• Bind bridges the data gap between agents and carriers.
• Fewer clicks means much healthier margins for agencies.
• Carriers must meet agents where quoting actually happens.

You looking for your moment of truth? You could find it in this episode.

In this episode you will hear:

• Insights into agency management, customer experience and more.
• Real talk on the hard market and how our guests are surviving.
• Incredible soundbites from some of this season's guests thus far.
• A montage of both deeply inspiring moments as well as the comical ones too.

Whether you are a first-time listener or a return VIP, this is our gift to you! Thank you for listening!

Key takeaways from the episode:

• The dynamics of working with family in an agency setting.
• The “why” and the "How" behind their AgencyZoom configuration.
• Practical advice on process optimization using the right tech tools.
• What’s working in their workflows and what could be improved.
• Aligning marketing, business intelligence, and internal operations for scalable growth.

If you're serious about building a modern, efficient, and scalable agency, this one belongs on your playlist (again).

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.

• 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.

• 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.

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.

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.

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.

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.

• 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.

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.

• 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.

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!

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.

• 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.

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.

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.

• 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.

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!

• 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.

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.

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.

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!!

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.

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.

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 :)

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.

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. 

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.

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.

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

• 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.

• 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... 

• 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 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.

• 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 

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. 

• 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.

• 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… 

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. 

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.

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-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.

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.

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.

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. 

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

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.

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.

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.

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

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 

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.

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.

• 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

• 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…

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.

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.

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. 

• 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

• 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.

• 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.

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.

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.

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

• 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. 

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

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?

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

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

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. 

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.

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.

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

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

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.

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+

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

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

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

- 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