Vertafore Insurance Podcast

By Vertafore

What's Vertafore Insurance Podcast about?

The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!

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Vertafore Insurance Podcast episodes:

06.30.2024
What 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...
06.23.2024
This is the inside scoop on AgencyOne
Vertafore 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...
06.18.2024
Everyone should have an opportunity to succeed in this industry
Dawnyel 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...
06.09.2024
The Google of Insurance
Jack 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...
06.02.2024
The 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...
05.26.2024
How to use demand generation strategies to create opportunities for your agency
Mikaela 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...
05.19.2024
Leading with compassion, intentionality, and mindfulness
Navigating 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...
05.12.2024
Watch out for this when selecting an insurtech partner
Alexis 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"...
05.05.2024
Insurance loss runs to useable data in seconds
Scott 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...
04.28.2024
From 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...
04.21.2024
The Accelerate 2024 Keynote Panel
The 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...
04.14.2024
Accelerate Main Stage Featuring Amy Zupon & James Thom
Accelerate 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...
04.07.2024
We built bind
We 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...
03.31.2024
Data 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...
03.24.2024
Orange Partner Feature Episode
Episode 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...
03.17.2024
Do 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,...
03.10.2024
The State of the Industry
Mike 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...
03.03.2024
Communication 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...
02.20.2024
...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...
02.14.2024
The Bind Button is here!!!
Episode 7 of Season 3 on the VIP Podcast is now LIVE!We have a big announcement a 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...
02.07.2024
Embracing Automation to Enhance your Customer Experience
CJ 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...
01.31.2024
VIP 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...
01.24.2024
Why You Should Embrace Robots in Your Agency
Mike 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...
01.17.2024
Building AI-Powered Conversions
Rick 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...
01.10.2024
Is 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...
01.03.2024
The First Ever Artificial Intelligence Insurance Agent
The 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...
12.31.2023
Putting Your Tech Stack to work
Casey 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...
12.24.2023
The 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...
12.17.2023
The State of Diversity, Equity & Inclusion in Insurance
Elisa 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,...
12.10.2023
Success, Driven by your Tech Stack
Drew 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...
12.03.2023
The Service Superpower KPI.
Episode 33 of the VIP Podcast is now LIVE! 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...
11.26.2023
He’s building a sales world without duplicate entry.
Tolga Tezel, Founder & CEO of Canopy Connect, is solving for a massive problem in insurance: moving sales data WITHOUT human hands. In any other industry, data is supportive to the product being sold. In insurance, the data IS the...
11.19.2023
Marketing yourself on TikTok
Episode 31 of the VIP Podcast is now LIVE! 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...
11.05.2023
The First Ever Digital M&A Platform
Adam Bowe, Founder of Cake, has created a Carvana-like insurance marketplace where you can buy or sell your book of business. Today, the only way to buy or sell is...know the right person. With cake, that changes to...know the right platform. Not only are they...
10.29.2023
It Starts With The Data.
Margeaux Giles, Founder & CEO of IRYS, sits down with us to try and settle the CRM vs AMS debate. Her experience in both agency operations and insurtech gives her a unique perspective on what the next generation of technology...
10.22.2023
SPOILER: An Agency’s Valuation Increases..
Carey Wallace, Founder of AgencyFocus, has an intriguing background. She cut her teeth in startup early-on after helping take a company public shortly after finishing undergrad. Since then, she's gone on to launch two more startups, both in the insurance...
10.15.2023
A Startup Accelerator For Indie Agents ONLY
Pat Cline, Director of Accelerator Operations at 101 Weston Labs, is building a new kind of accelerator. This accelerator doesn't help carrier insurtech, MGA insurtech or, honestly, any insurtech other than solutions meant to drive change for indie agents. Its...
10.08.2023
Making Insurtech A Profit Center, Not Cost Center
Steve Anderson, CEO of Catalyit, joins us to discuss 2023 insurtech trends across almost 500 agencies from his recent 2023 State Of Tech Report. In this episode, you'll learn: - the #1 tech issue facing agencies in 2023 - the average number...
10.01.2023
Commercial Insurance Made Easy
Becky Monfre, VP of Digital Accounts at Coterie Insurance, joins us to talk about how Coterie is making small commercial Insurance easier. She has been in the industry her entire career and understands the value of speed and efficiency for commercial insurance. ...
09.24.2023
How To Increase Your Team’s Capacity
Tom 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...
09.10.2023
Will blockchain ”Netflix” insurtech?
Garrett Droege, SVP Director of Innovation at IMA Financial Group, is someone you can always count on to question the status quo. He researches and experiments with bleeding edge tech to help position his firm successfully for the next wave of...
08.27.2023
#1 Way To Make Your Data More Reliable
Zac Sutherland, Owner of Sutherland Insurance, joins us from Canada…eh! A few years ago, he become so frustrated with the inaccuracy and manual nature of his agency’s reporting that he took matters into his own hands. Fast forward, he now...
08.20.2023
What 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...
08.13.2023
End Your Sales/Service War
David Foster, Founder of Three Arbor Insurance, is one of the most humble people you'll meet. You wouldn't guess he owns a successful multi-million dollar agency...that's still growing by leaps and bounds. Today, he shares why his focus on culture...
08.06.2023
Meet Teresa Chia, Vertafore’s New CFO
We 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...
07.30.2023
The ”Buy Button” Is Coming to PL Rating!
Keith Savino, Managing Partner of PCF Insurance Services, is fondly known as The Godfather of The Buy Button....and for good reason. He has worked with multiple organizations over a decade to make this dream a reality. Now, with the help...
07.23.2023
Meet Our New Chief Revenue Officer
First, 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...
07.16.2023
How Indium is disrupting the “Networks” model
Networks are a polarizing topic in the insurance industry. What value is worth giving up your entrepreneurial freedom for? Indie model purists would say….nothing! But the shrewd capitalist in many questions this. Kat Ternes, CEO of Indium, tackles this question...
07.09.2023
Why 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...
06.18.2023
3 Ways To Use AI In Your Sales Process Today
This week Dean Giem, Founder of Paradox Insurance, and Liri Halperin Segal, Founder of LeO, join us to talk about how to leverage artificial intelligence in your agency. This isn't The Future; it's here. Tune in to meet Dean and Liri,...

What's Vertafore Insurance Podcast about?

Download our free app to listen on your phone

Vertafore Insurance Podcast episodes:

What is this project that is making such an impact on the industry?

This is the inside scoop on AgencyOne

Everyone should have an opportunity to succeed in this industry

The Google of Insurance

The future of InsurTech is now!

How to use demand generation strategies to create opportunities for your agency

Leading with compassion, intentionality, and mindfulness

Watch out for this when selecting an insurtech partner

Insurance loss runs to useable data in seconds

From Scratch to $36 Million using these sales strategies.

The Accelerate 2024 Keynote Panel

Accelerate Main Stage Featuring Amy Zupon & James Thom

We built bind

Data is a journey, not a destination.

Orange Partner Feature Episode

Do you have your finger on the pulse ?

The State of the Industry

Communication Is The Key!

...Get more out of your team...

The Bind Button is here!!!

Embracing Automation to Enhance your Customer Experience

VIP Podcast - Kill data entry with this tool!

Why You Should Embrace Robots in Your Agency

Building AI-Powered Conversions

Is AI evil?

The First Ever Artificial Intelligence Insurance Agent

Putting Your Tech Stack to work

The Secret sauce to this agency’s impressive growth.

The State of Diversity, Equity & Inclusion in Insurance

Success, Driven by your Tech Stack

The Service Superpower KPI.

He’s building a sales world without duplicate entry.

Marketing yourself on TikTok

The First Ever Digital M&A Platform

It Starts With The Data.

SPOILER: An Agency’s Valuation Increases..

A Startup Accelerator For Indie Agents ONLY

Making Insurtech A Profit Center, Not Cost Center

Commercial Insurance Made Easy

How To Increase Your Team’s Capacity

Will blockchain ”Netflix” insurtech?

#1 Way To Make Your Data More Reliable

What is AgencyOne...

End Your Sales/Service War

Meet Teresa Chia, Vertafore’s New CFO

The ”Buy Button” Is Coming to PL Rating!

Meet Our New Chief Revenue Officer

How Indium is disrupting the “Networks” model

Why Midsize Vertafore Agencies Will Win in 2023+

3 Ways To Use AI In Your Sales Process Today

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