Vertafore Insurance Podcast

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. 

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, ultimately, collaborative culture. It all starts with one, honest conversation.

Meet Elisa and hear:

• Why she chose to make DEI for insurance her mission

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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 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

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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 new KPIs that the industry has never seen. And it all starts with three little words: cost per transaction.

Meet Seth and hear:

• From agency startup to insurtech startup

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 product being sold...which means, there's a lot of it. And moving it between systems? Whew. Pretty sure sales teams are already tearing up reading this. But dry up those eyes. Tolga and crew have an exciting solution.

Meet Tolga and hear:

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 his sales increase and his Tik Tok fame rise in the process. Goodman Family Insurance is a family-owned independent insurance agency. Elijah's unique marketing efforts made this local agency a household name and now writes in multiple states outside of his home state of Wisconsin. 

• How he got his start in the agency.

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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 democratizing the M&A space, they're also making it possible to exchange groups of accounts (known as "slices"), instead of the whole cake (aka, book of business). Believe us, this is one you don't want to miss.

Meet Adam and hear:

• How Cake works

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 could look like for the indie agent. And it all starts with...the data.

Meet Margeaux and hear:

• 4 key differences between a CRM and AMS

• A high-level overview of the importance of data architecture

• Why agencies need a CRM to be competitive in the digital era

• How to overcome the change management hurdle

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 analytics space. Her most recent venture is focused on helping agencies increase their valuation with......better data.  

Meet Carey and hear:

• Who is Carey Wallace and why has AgencyFocus taken off?

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 partnership with the Independent Insurance Agents of North Carolina state association is what truly makes it powerful.  

Meet Pat and hear:

• First, what is an accelerator and how is 101 Weston Labs different