Vertafore Insurance Podcast

We are taking a 3-week summer break from producing new episodes while we book new guests, revamp our brand, and get a little R&R. 

We encourage you to listen to this episode from earlier this year with guest Kelly Lennon, vice president and risk advisor for technology at USI Property and Casualty. Kelly and Rick Fox talk about innovative sales and marketing tools, including different ways to use video to your advantage. She’s also here to remind us that it’s okay to try new things (and then try them again if they don’t work).  

There are three types of insurance agencies out there:

• ”Tech-forward” agencies that fully embrace and leverage technology to improve all aspects of their business.

During this week’s episode, Rick breaks down why technology is so essential for enhancing the customer experience and why it will be impossible to grow without it—because, ready or not, tech has already changed everything.

No matter which of the three camps you fall into above, we think you’ll learn something valuable in this episode. Enjoy!

We’ve heard time and time again that insurance is strictly a “referrals business,” but that’s no longer the case in a digital, post-pandemic world. More than ever, insurance agencies need to invest in their brand to keep up with customer expectations and make their presence known in the market. But where to begin? 

Today on the episode, Rick talks to insurance marketing expert Peter van Aartrijk about the essential toolkit agencies need to build their brand the right way. Learn how agencies can harness the power of their brand to form emotional connections with clients and employees, and make sure you have a pen ready when Peter shares his top three tips for brand-building!  

Listen in to this week’s podcast for a dive into all things sales training. As Rick says, “Sales is a sport, and we need to compete to win.” Rick shares everything you need to be a sales champion, including his top sales techniques that range from how to stay connected with customers on a deeper level to how to be ready to adapt your strategy at any time. 

Ready to get your head in the sales game?  

Remember those memes from years ago that compare what people in your life think you do and what you actually do? We’re getting into that today—the expectation versus reality of being an insurance agent. And, what exactly does Ashley mean when she calls herself the “Beyoncé of insurance”?  

In this episode, Rick and Ashley discuss the perception of an independent agent versus the reality, and how agents can transform from a frustrated paper-pusher to a trusted risk advisor.  

Joan Jett may not care about her reputation, but that was back in the 80s and the world has changed. Do you care about yours? You should, because no matter the size of your company or what part of the industry you represent, a good reputation is vital—and how reputations are formed and maintained is not like it used to be. This week we are talking about how to create a positive reputation online, how to maintain it, and why it’s so important. Rick talks reviews, including how to generate more from your clients and how to respond, plus how reviews can impact other areas of business like hiring.  

This is a topic that doesn’t get a lot of attention in our industry, but your “digital storefront” deserves a close look, and Rick has tips and tricks to help listeners avoid common mistakes in reputation management.   

This week on the podcast we welcome Dimitrios Argitis, VP & GM of Vertafore Canada. He and Rick discuss how to create a robust and tech-driven company and how corporate strategy and tech strategy are essentially indistinguishable at any future-ready company.  

Dimitrios has broken down four separate strategies for becoming future-ready: digital-first, cloud at the core, investment in the right relationships, and data-driven decision-making.  

Listen in as he expands on these four strategies and shares what he’s learned when it comes to the insurance industry and technology.