Shows
Vertafore Insurance PodcastLeveraging AI at Vertafore: The strategy behind the buzz. Episode 440Vertafore has been shaping the future of insurance AI for years. In this episode, we crack open the story behind the strategy. From early machine-learning models in 2017 to today’s trusted, human-guided AI, we trace the journey that turned automation into intelligence and set the stage for what comes next. You’ll hear how Vertafore is rethinking workflows, elevating industry expertise, and transforming data-heavy tasks into opportunities for speed, clarity, and smarter decision-making. Here’s a glimpse of what we dig into:
The origins of Vertafore’s AI foundation and why it matters now
How responsible, human-in-the-loop AI is resha...
2025-12-1423 minVertafore Insurance PodcastAre you using tech that works for your agency? Episode 438InsurTech innovation is moving fast, and independent agents need partners who keep pace. In this episode, Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, joins us to talk about the Orange Partner Program, what makes a tech solution agency-ready, and how AI is becoming a non-negotiable in the modern insurance tech stack.
Here are some highlights of this episode:
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 comparis...
2025-10-1936 minVertafore Insurance PodcastImprove your claims process today. Ep 437The claims process can be overwhelming, with so many moving parts, adjusters, contractors, carriers, and so many moving parts. Thats why we invited Ben Morrow of Claims Setter, to come in and talk with us, to provide clarity, and help us understand how we can make that process calmer and more seamless. Whether it's day one or week 3 of a stalled repair, Claim Setter steps in with solutions to help take care of your policy holder
Listen to this episode today for these takeaways:
Claims happen every 17 years, clients need trusted guidance.
70% of situations are r...
2025-10-1239 minVertafore Insurance PodcastWhat is your data really doing? Episode 436Insurance agencies have more data than ever, but unlocking its full potential is the real opportunity. August Butterbrodt, VP of Product at Vertafore, joins us to help our listeners turn that data into powerful, actionable insight.
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!
2025-10-0633 minVertafore Insurance PodcastWhat's the secret sauce of Sagitta? Episode 432In an industry constantly pushing for smarter workflows and scalable platforms, the conversation around core management systems like Sagitta is more relevant than ever. Joining us on this episode is Kate O’Toole, Vice President at Starkweather & Shepley, alongside Bruce Westman, Senior Director of Product Management for Sagitta at Vertafore. We explore operational efficiency, tech adoption, and the power of Sagitta’s user community. They share insights on driving change, building collaboration, and leading with a problem-solving mindset.
There is so much to unpack, in this episode including:
Bruce’s Family Feud throwback and agency nostalgia.
Starti...
2025-09-0735 minVertafore Insurance PodcastAre You Losing Business Before the Quote Even Lands? Episode427Getting a quote shouldn’t feel like a marathon, and yet for many independent agents, that’s exactly what it is. In this episode, we sat down with Gordon Kendall , VP of Product at Vertafore, who brings nearly 20 years of carrier experience and a serious passion for agency workflow. From rating commercial auto from the ground up to building products like PL Rating & Commercial Submissions. Gordon breaks down how quoting became the real moment of truth, and why time, not money, is the new metric of agency success.
When you listen to this episode you will hear how...
2025-08-0326 minVertafore Insurance PodcastEfficiency starts with better Navigation. Episode 422The 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 shape...
2025-06-2735 minVertafore Insurance PodcastThe future of insurance runs through Vertafore. Episode 419The 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 l...
2025-05-2529 minVertafore Insurance PodcastDoes your tech-stack feel like home? Episode 418At 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 Vert...
2025-05-1840 minVertafore Insurance PodcastHow can agencies automate and personalize client conversations effortlessly? Episode 417Insurance 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.
2025-05-1117 minVertafore Insurance PodcastGet ready for Accelerate powered by NetVU in Charlotte, NC 2025 - Episode 416Building 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.
2025-05-0428 minVertafore Insurance PodcastCould your next growth move be partnering with an MGA? Episode 414Ever 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 in...
2025-04-2026 minVertafore Insurance PodcastCan Technology Truly Benefit the Agent/Carrier Relationship Ep 413The 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...
2025-04-1331 minVertafore Insurance PodcastIs this hard market, now just the new norm? Episode 409The 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 predic...
2025-03-2025 minVertafore Insurance PodcastCan Old School Sales beat AI? Episode 405Effective 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 re...
2025-02-1624 minVertafore Insurance PodcastHow do we shift from defensive to offensive in our insurance practices? Episode 404Strong 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 tr...
2025-02-0931 minVertafore Insurance PodcastHow has InsurTech transformed over the last 50 years? Episode 403Over 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...
2025-02-0229 minVertafore Insurance PodcastHow does a small town agency continue to grow in these market conditions? Episode 402Being 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
H...
2025-01-2631 minVertafore Insurance PodcastSeason 4 Kickoff. Episode 401Get 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 A...
2025-01-1913 minVertafore Insurance PodcastWhy Every Agency Is A Large AgencyJoyce 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.
2025-01-0527 minVertafore Insurance PodcastInsurance website must-haves in 2025Websites 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...
2024-12-3028 minVertafore Insurance PodcastHelp!! I want to deploy AI in my Agency, and I don't know howAI 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 A...
2024-12-2257 minVertafore Insurance PodcastOutsource accepting physical checks TODAY!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 integrat...
2024-12-1631 minVertafore Insurance PodcastFintech meets InsurTech: Live with Chase Courtney at Indie TechIPFS 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...
2024-11-2427 minVertafore Insurance Podcast10+ ways ChatGPT is being used today in our industryChatGPT 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 ou...
2024-11-1056 minVertafore Insurance PodcastCreating a modern insurance experience through the use of technology.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, all...
2024-11-0322 minVertafore Insurance PodcastHow to start an internship in your agencyThe 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 inte...
2024-11-0127 minVertafore Insurance PodcastMaster the art of authentic brandingDavie 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...
2024-10-2024 minVertafore Insurance Podcastis it time for a Federal License.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...
2024-10-1329 minVertafore Insurance PodcastGet more out of your tech stack.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 epis...
2024-10-0628 minVertafore Insurance PodcastE38 Oliva SchmidtAccording 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...
2024-09-2923 minVertafore Insurance PodcastWhy Out-Of-The-Box Anti-virus isnt enoughBrad 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 trend...
2024-09-2230 minVertafore Insurance PodcastHow did this agency go from 0-$60 million in just 11 years?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 gro...
2024-09-1536 minVertafore Insurance PodcastThe 2024 State of Tech in Insurance StudyEvery 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
2024-09-0833 minVertafore Insurance PodcastCommercial Submissions™ helped this agency hit $1,000,000.00Shyla 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...
2024-09-0126 minVertafore Insurance PodcastOneCore: The Backend Magic of AgencyOneWhen 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 OneCor...
2024-08-2527 minVertafore Insurance PodcastThe Death Of The Lifestyle AgencyFinancial 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...
2024-08-1853 minVertafore Insurance PodcastNetworking, Innovation, and the Evolution of the Insurance IndustryBrett 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 play...
2024-08-1155 minVertafore Insurance PodcastHow does the Orange Partner Program work?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 hi...
2024-08-0440 minVertafore Insurance PodcastLeadership in the Insurance IndustryKelly 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 i...
2024-07-2852 minVertafore Insurance PodcastThe data tells the story
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...
2024-07-2155 minVertafore Insurance PodcastAgencyOne : The story behind One ExperienceKelly 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 es...
2024-07-1423 minVertafore Insurance PodcastWhat is this project that is making such an impact on the industry?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...
2024-06-3039 minVertafore Insurance PodcastThis is the inside scoop on AgencyOneVertafore 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 i...
2024-06-2334 minVertafore Insurance PodcastEveryone should have an opportunity to succeed in this industryDawnyel 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 wo...
2024-06-181h 01
SILA SpeaksEpisode 37 - - Tim Owen, VP Product Management, Vertafore
Join Diana Ivey and Allister Yu for an exciting episode with Tim Owen, the Vice President of Product Management at Vertafore. Learn about Tim’s experience in the industry and with SILA, along with some great conversation with our hosts.
2024-06-1200 minVertafore Insurance PodcastThe Google of InsuranceJack 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.
List...
2024-06-0934 minVertafore Insurance PodcastThe future of InsurTech is now!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 in...
2024-06-021h 01Vertafore Insurance PodcastHow to use demand generation strategies to create opportunities for your agencyMikaela 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 h...
2024-05-2644 minVertafore Insurance PodcastLeading with compassion, intentionality, and mindfulnessNavigating 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 Insura...
2024-05-201h 01Vertafore Insurance PodcastWatch out for this when selecting an insurtech partnerAlexis 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 diffe...
2024-05-121h 02Vertafore Insurance PodcastInsurance loss runs to useable data in secondsScott 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 co...
2024-05-0535 minVertafore Insurance PodcastFrom Scratch to $36 Million using these sales strategies.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...
2024-04-281h 04Vertafore Insurance PodcastThe Accelerate 2024 Keynote PanelThe 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
...
2024-04-2159 minVertafore Insurance PodcastAccelerate Main Stage Featuring Amy Zupon & James ThomAccelerate 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...
2024-04-1432 minVertafore Insurance PodcastWe built bindWe 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 buil...
2024-04-0720 minVertafore Insurance PodcastData is a journey, not a destination.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 agen...
2024-03-3152 minVertafore Insurance PodcastOrange Partner Feature EpisodeEpisode 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 ...
2024-03-2422 minVertafore Insurance PodcastDo you have your finger on the pulse ?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...
2024-03-1742 minVertafore Insurance PodcastThe State of the IndustryMike 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:
...
2024-03-1042 minVertafore Insurance PodcastCommunication Is The Key!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 d...
2024-03-0356 minVertafore Insurance Podcast...Get more out of your team...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...
2024-02-2034 minVertafore Insurance PodcastEmbracing Automation to Enhance your Customer ExperienceCJ 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, Agen...
2024-02-0745 minVertafore Insurance PodcastVIP Podcast - Kill data entry with this tool!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 leve...
2024-01-3143 minVertafore Insurance PodcastWhy You Should Embrace Robots in Your AgencyMike 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...
2024-01-2434 minVertafore Insurance PodcastBuilding AI-Powered ConversionsRick 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
2024-01-1728 minVertafore Insurance PodcastIs AI evil?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
Whe...
2024-01-1048 minVertafore Insurance PodcastThe First Ever Artificial Intelligence Insurance AgentThe 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...
2024-01-0357 minVertafore Insurance PodcastPutting Your Tech Stack to workCasey 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...
2023-12-3149 minVertafore Insurance PodcastThe Secret sauce to this agency’s impressive growth.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...
2023-12-2438 minVertafore Insurance PodcastThe State of Diversity, Equity & Inclusion in InsuranceElisa 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
Cli...
2023-12-171h 07Vertafore Insurance PodcastSuccess, Driven by your Tech StackDrew 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 s...
2023-12-1043 min
Getting Past the PremiumHow to Approach Agency Technology with Vertafore's Sydney RoeInsurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more.Enjoy the episode!Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.comEllerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.comVertafore: https://www.vertafore.comLAUNCH: https://getlaunch.ioElliot Bassett: ht...
2023-12-0644 min
Agency Intelligence: The Insurance Podcast NetworkGPP: How to Approach Agency Technology with Vertafore's Sydney RoeInsurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more.Enjoy the episode!Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.comEllerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Vertafore: https://www.vertafore.comLAUNCH: https://getlaunch.ioElliot Bassett: ht...
2023-12-0646 minVertafore Insurance PodcastHow To Increase Your Team’s CapacityTom 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 n...
2023-09-2438 minVertafore Insurance PodcastWhat is AgencyOne...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...
2023-08-2040 minVertafore Insurance PodcastMeet Teresa Chia, Vertafore’s New CFOWe 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
2023-08-0640 minVertafore Insurance PodcastMeet Our New Chief Revenue OfficerFirst, 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...
2023-07-2347 minVertafore Insurance PodcastWhy Midsize Vertafore Agencies Will Win in 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...
2023-07-0938 min
Agency Freedom2023 NetVU/Vertafore Accelerate Conference DebriefIn this episode, James talks with Oliver Connor, Board Member of NetVU.To learn more about NetVU, visit https://www.netvu.org/web.Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.comConnect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.Episode...
2023-05-1631 min
Agency Intelligence: The Insurance Podcast NetworkAgency Freedom: 2023 NetVU/Vertafore Accelerate Conference DebriefIn this episode, James talks with Oliver Connor, Board Member of NetVU.To learn more about NetVU, visit https://www.netvu.org/web.Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.comConnect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedomEmail us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.Episode...
2023-05-1631 min
Collabcast by IAOA with Captain Dave JacksonOlivia Schmitt with VertaforeOlivia Schmitt joins Collabcast and talks about her family, Monday Magic videos, and her career where she now works at Vertafore.
Episode Highlights:
Olivia shares about her family, her upbringing as the daughter of an immigrant, and her experiences as a parent. (5:03)
Olivia discusses her career path, which includes working in a family-owned business, Total CSR, B Atomic, Catalytic, and Vertafore. (23:24)
Olivia mentions that the most important thing that helps a business grow and stay healthy is the referral. (34:58)
Olivia discusses her current position at Vertafore...
2023-05-1257 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
The Agent Leader PodcastBuilding Effective Relationships with Tech - Interview with Rick Fox of VertaforeRick Fox, Head of Agency Sales for Vertafore, joins Brent to talk about how agencies can leverage the power of technology for relationship building with their clients.
Listen in for tips on how to:
- Get the best bang for your buck when your agency eventually gets acquired
- Give staff 30% to 40% more time back, so they can go build more loyal customers
- Making tech scalable for your agency
- Making your agency more attractive to clients and future employees
- Build a user experience that is modern and will scale...
2022-09-0752 min
The Agent Leader PodcastBuilding Effective Relationships with Tech - Interview with Rick Fox of VertaforeRick Fox, Head of Agency Sales for Vertafore, joins Brent to talk about how agencies can leverage the power of technology for relationship building with their clients.
Listen in for tips on how to:
- Get the best bang for your buck when your agency eventually gets acquired
- Give staff 30% to 40% more time back, so they can go build more loyal customers
- Making tech scalable for your agency
- Making your agency more attractive to clients and future employees
- Build a user experience that is modern and will scale to whatever happens in the future.
Let's gain...
2022-09-0652 min
The Insurance PodcastRick Fox from Vertafore: Brokers, agents, distribution, & connectionRick Fox, head of Agency Sales for Vertafore, joins the show to talk about how agents and brokers need to look at their connections with clients and what moves them forward. This episode is a thought leader seminar as Rick hits hard with many ideas based on his legacy experience and position in the industry. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-11-1954 min
The Data ChiefVertafore's Chad Hawkinson on Cloud Data Security and Streamlining WorkflowsJoining Cindi today is Chad Hawkinson, the Chief Product and Data Officer at Vertafore, the leader in creating modern insurance technology. A seasoned data and analytics guru, Chad has seen first-hand the profound impact data-driven insights can have on customers’ success. On this episode, Chad and Cindi discuss how the cloud makes it safer to use sensitive data, when it was long-feared it might do just the opposite. They cover everything from alleviating client concerns about the use of this data and securing this data from cyberattacks, to the value of streamlining data collection into everyday workflows rat...
2020-09-1653 min
Boots About BusinessEpisode 3: Business is also about Mission and Troop Welfare; BJ Schaknowski, Chief Sales & Marketing Officer at Vertafore
There are three things the Marine Corps taught BJ Schaknowski that he says are still true in business. First, highly diverse teams that are well organized are among the most successful. Second, the priorities of leadership business are still troop welfare and mission accomplishment. Third, the ability and desire to put in the work will pay off business just like it has in uniform. In this episode, he shares some of his ideas on what veterans can offer businesses and what they can do to prepare for a career in business. Show notes online at www.bootsaboutbusiness...
2020-05-0621 min
The Insurance Innovators Unscripted PodcastEp 104: Rick Fox – Vertafore – Innovating Agency ManagementOn this episode of the Insurance Innovators Unscripted Podcast, I speak with Rick Fox, VP of Agency Association and Networks at Vertafore, a company focused on driving innovation through agency management platforms. We discuss: Agency Management Systems Innovation Maximizing the use of Data and Analytics Growth through working on business instead of in your businessRead More
2019-12-1249 minThe Insurance Innovators Unscripted PodcastEp 104: Rick Fox – Vertafore – Innovating Agency ManagementOn this episode of the Insurance Innovators Unscripted Podcast, I speak with Rick Fox, VP of Agency Association and Networks at Vertafore, a company focused on driving innovation through agency management platforms. We discuss: Agency Management Systems Innovation Maximizing the use of Data and Analytics Growth through working on business instead of in your businessRead More
2019-12-1249 min
Risk IntelligenceEpisode 15 - Kudos to Vertafore!This episode will speak about the computer software and insurance industry - the player for both - Vertafore!
2019-07-2103 min
The Digital Broker Podcast059 - What Has Vertafore Been Up To? Chief Marketing Officer RespondsIn this episode of The Digital Broker, Ryan Deeds talks with BJ Schaknowski, Chief Sales & Marketing Officer at Vertafore about how Vertafore is retooling its products to meet the challenges affecting insurance agencies and how BJ, a former Marine, brings rigor and discipline to his customer service and sales strategies.
2019-05-2136 min
The AI Eye: stock news & deal trackerThe #AI Eye: Gopher (OTCQB: $GOPH) Receives International Search Report and Opinion Regarding Radio Token Patent Application, Vertafore ChoThe #AI Eye: Gopher (OTCQB: $GOPH) Receives International Search Report and Opinion Regarding Radio Token Patent Application, Vertafore Chooses AWS ( $AMZN) to Accelerate Innovation and IBM ( $IBM) Collaborates with Sun & Baelt
2019-04-2404 minThe AI Eye: stock news & deal trackerThe #AI Eye: Gopher (OTCQB: $GOPH) Receives International Search Report and Opinion Regarding Radio Token Patent Application, Vertafore ChoThe #AI Eye: Gopher (OTCQB: $GOPH) Receives International Search Report and Opinion Regarding Radio Token Patent Application, Vertafore Chooses AWS ( $AMZN) to Accelerate Innovation and IBM ( $IBM) Collaborates with Sun & Baelt
2019-04-2404 min
The Digital Broker Podcast#016 - Converting From Vertafore Sagitta to TechCanary and Why (Featuring Chris Roman)In this episode of “The Digital Broker” podcast, Steve and Ryan speak with Chris Roman of Magnum Insurance Agency about transitioning from Vertafore's agency management software, Sagitta (which they had been using for twenty years) to TechCanary, a new, modern solution.
2018-07-1029 min
The Issues and Answers PodcastVertafore Forecasts CloudsGreg Wright, SVP agency management systems for Vertafore, said today’s modern producer needs to have the right content and solutions at their finger tips, anytime, anywhere, using any device.
2014-09-2900 minThe Issues and Answers PodcastVertafore Offers Big Data SolutionsBill Reid, VP in Product Management for Vertafore, said that for 30 years the company has been building software so the independent insurance agents can manage their business by easily connecting to the carriers so both sides can grow their business.
2014-04-3000 minThe Issues and Answers PodcastVertafore's Sharath Dorbala on Distribution Channel EfficiencySharath Dorbala, senior vice president of product management and strategy at Vertafore, explains how his company is focusing on improving efficiency across the distribution channels-- not just in the silos.
2011-09-2700 minThe Issues and Answers PodcastVertafore's Steven FinchSteven Finch, vice president of Enterprise Market Solutions at Vertafore, says the company's WorkSmart provides unprecedented insight, reduces process steps and ensures maximum efficiency through streamlined workload management.
2010-09-2900 minThe Issues and Answers PodcastVertafore's Dave AckerVertafore's Dave Acker explains how the company's products are making the insurance industry more efficient.
2009-09-2800 min