Vertafore Insurance Podcast

Vertafore 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:

Last-mile delivery is more than logistics; it’s a global insurance challenge, especially as Amazon scales coverage for delivery drivers worldwide. Recorded live at ITC Vegas, Sheetal Dhanuka, Product Manager at Amazon, shared how embedded insurance, regulatory complexity, and Amazon’s culture of customer obsession and innovation are reshaping last-mile delivery coverage.

In this episode, you will hear more about how:

InsurTech 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.

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The 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:

Insurance 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. 

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Innovation is reshaping the independent agency model. Dale Steinke, Director of Agent for the Future at Liberty Mutual/Safeco, discusses AI, customer expectations, and the mindset agencies need to thrive. From Seattle’s innovation-driven energy to agency workflows and post-pandemic pivots, Dale shares where we're headed and how to get there faster.

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.

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In this episode Jody Entrekin, Founder of Entrekin Insurance, unpacks his golden rule of agency growth. From building a tech-powered agency in small-town Mississippi, to changing how clients experience insurance, Jody covers it all in this episode. 

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

In today's insurance landscape, communication is critical to agency growth and client retention. Sean Darwish, CEO of Inteveo and creator of EcoLink, joins us to unpack how deeply integrated communication transforms agency operations from disjointed chaos to scalable, client-centric performance. In this episode, we dive into how EcoLink brings voice, text, AI, and AMS data together to power modern insurance communication.

Listen to this episode and you will hear:

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

In 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:

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

Automation isn’t just a buzzword anymore; it’s a business accelerator, and no one knows that better than Mariah Gates, Founder & CEO of Accelerated Automation. What began as a side hustle has grown into a full-scale operation that’s helped hundreds of agencies streamline operations, unlock their tech stack, and simplify complex sales cycles. Mariah breaks down the real-world challenges agencies face with automation, and how even the smallest agencies can create enterprise-level efficiency with the right strategy and systems.

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

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