Agency Freedom

E155: Syd Roe On AgencyOne And Big Orange

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This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore.


In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed.


Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom


Email us at [email protected] with ideas, requests, complaints or suggestions for how we can make the show better.


Key Topics:

  • Syd Roe's career journey from family insurance agency to Vertafore
  • The creation and mission of AgencyOne at Vertafore
  • Challenges and solutions for integrating various tech products in insurance
  • The role of data and technology in the future of insurance agencies
  • The importance of offering choice and independence in insurance technology
  • How Vertafore’s Orange Partner Program supports integration and choice for agencies
  • Syd's philosophy on leadership and work culture in the tech industry
    • ...more
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    Agency FreedomBy James Jenkins
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