Shows
What's the Benefit?What's the Benefit?! Podcast - S1 E11 - Justin Sylvester, CEO of PerfectQuotePerfectQuote is the system we use to create spreadsheets for the RFPS we work for you. Justin and I discuss the onus behind PerfectQuote as an entrepreneurial activity and also his visions for the business of quoting for the future. - You can learn more about Benefit Profiles Inc. over at our website: https://www.benefitprofilesinc.com
2024-12-1944 min
P's & Q's Podcast by PerfectQuote9. Daryl Hemeon, Director, Customer Solutions, NoyoWe are happy to showcase Daryl Hemeon, Director, Customer Solutions, at NOYO with our latest P's and Q's Podcast. Our host, Kevin Dawson, shares a beer and discusses with Daryl how NOYO is connecting enrollment platforms to carriers with real time benefits transactions. Crack open one of your favorites and sit back and listen!
2024-01-2528 min
P's & Q's Podcast by PerfectQuote8. Mark Rieder, Head of Innovation, NFPIn this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Mark Rieder, Head of Innovation at NFP. We discuss how brokerages like NFP are working to implement technology with their teams after making aqcuisitions of smaller agencies to improve effeciencies. As well as how smaller agencies can make themselves more attractive as merger partners by utilizing technology to become more profitbale. Mark also shares with us what he believes the future of insurance technology will focus on in the world of artificial intellegence. About MarkMark Rieder, Head of Innovation...
2023-09-2128 min
P's & Q's Podcast by PerfectQuote7. Alan Katz, Co-Founder NextAgencyIn this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Alan Katz, Co-Founder and CEO of NextAgency. We discuss how NextAgency is helping brokers build and manage their agencies more efficiently, and build more profitablely into their business. Leveraging the power of technology, more small to mid-sized agencies are able to tackle the changing market and spend more time taking care of their clients and less time dealing with busy work. We also talk about how NextAgency has helped their users work with PerfectQuote.About AlanAlan served as...
2023-07-2028 min
P's & Q's Podcast by PerfectQuote6. Nancy Giacolone, President at Olympic Crest InsuranceIn this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Nancy Giacolone, President of Olympic Crest Insurance and 2023 BenefitsPRO Broker of the Year. We discuss how she has evolved her agency to better serve her clients and their employees using technology and social media, what it takes to become an award winning broker, and how the insurance industry is evolving with technology. About Nancy:Nancy started Olympic Crest Insurance in 1995 as a boutique employee benefit focused agency and has continued to grow it ever since. With her extensive experience...
2023-06-1518 min
P's & Q's Podcast by PerfectQuote5. Jackie Hermes, Founder & CEO of Accelity MarketingIn this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Jackie Hermes, Founder & CEO of Accleity Marketing. We discuss how insurance agencies should embrace marketing and technology to grow their businesses. Jackie shares insights into what changes she has seen take place in the insurance industry as she has worked with many InsurTech firms over the last decade, and how brokers and their clients have adapted to new technology. About Accelity:As a unique agency comprised of entrepreneurs (over half of us have side hustles or are former entrepreneurs!), we...
2023-05-1822 min
P's & Q's Podcast by PerfectQuote4. Doug Mohr, VP of Industry Relationships & Partnerships at VertaforeIn this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Doug Mohr, Vice President of Industry Realtionships & Partnerships at Vertafore. We discuss how insurance agencies have utilized technology platforms like Vertafore's suite of offerings to generate more efficiency in managing their agencies. As well as discuss the Orange Partner Program that PerfectQuote as a Strategic Partner integrates with Vertafore's BenefitPoint.About Vertafore:As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters mo...
2023-04-2021 min
P's & Q's Podcast by PerfectQuote3. Holly Forest, VP Client Services at OneDigitalHolly Forest, Vice President of Client Services at OneDigital joins P's & Q's Host Kevin Dawson for some Pints and Questions to share how OneDigital saw that manually keying carrier data into a spreadsheet was not scalable when working with thousands of employers. Her team’s time was better spent engaging with clients and providing quality consulting. They needed another way. Enter PerfectQuote, the leading-edge health benefits quoting platform that helps companies like OneDigital sell and renew employee benefits faster.Learn more about PerfectQuote helps agencies like OneDigital.OneDigital is a steward of business growth and people po...
2023-03-1613 min
P's & Q's Podcast by PerfectQuote2. Elek Pew, Head of Digital Partnerships, Beam BenefitsElek Pew, Head of Digital Partnerships at Beam Benefits joins P's & Q's Host Kevin Dawson for some Pints and Questions to share his story about Beam Benefits, his thoughts on the future of insurance, and the partnership between Beam and PerfectQuote. Meet Beam: Beam Benefits is a digitally-native employee benefits company that offers dental, vision, life, disability, and supplemental health coverage for employers of all sizes. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its intuitive online platform, self-service tools, AI-powered underwriting, and thoughtful coverage for improved overall wellness. Its Beam Perks™ program offers incentives to...
2023-02-1616 min
P's & Q's Podcast by PerfectQuote1. Justin Sylvester, Co-Founder and CEO of PerfectQuoteJustin Sylvester, Co-Founder, and CEO of PerfectQuote joins P's & Q's Host Kevin Dawson for some Pints and Questions to share his story on how PerfectQuote came to be and his thoughts on the future of insurance and technology working together. Justin had already spent 18 hours on the road and 6 hours in client meetings—not to mention the 12+ hours the team spent building and rebuilding error-filled spreadsheets. All told, this one engagement took 50+ hours.Surely other brokers were having this problem, right?They were—because the way brokers were selling insurance wasn’t efficient. They needed...
2023-01-1019 min
P's & Q's Podcast by PerfectQuoteP's & Q's Teaser TrailerWelcome to the P's and Q's Podcast by PerfectQuote. For each episode, we're going to share a pint and ask some questions to learn more about the current state of the employee benefits broker market and the future of insurance technology.Who is PerfectQuote? We are a cloud-based quoting platform designed to make quoting health insurance easy. Our patented technology enables agencies to automate sales and renewal processes across their business regardless of client size. We support all sizes of agencies, from mom-and-pop shops to national agencies. Agencies that use PerfectQuote are saving thousands of hours per year...
2022-12-1501 min