Vertafore Insurance Podcast

The benefits renewal season doesn’t have to be chaos, it can be your biggest growth opportunity. In this episode, Weston Lunsford, CEO of Plansight, joins the VIP Podcast to show how brokers are transforming the RFP process from manual madness into a modern, strategic advantage. With automation, clean data, and smart integrations, brokers are doubling client count, increasing revenue per client, and delivering high-touch service without the burnout. If you’re still managing renewals in spreadsheets and inboxes, this is your wake-up call to level up.

Click play on this one and you will discover how to :

Deliver faster, cleaner RFPs that convert, and impress the employer. 

Modernizing insurance isn’t about disruption for disruption’s sake; it’s about identifying deep-rooted problems and creating connected solutions that serve the entire insurance value chain. In this episode, Robin Livesay, Head of Product Strategy at ePayPolicy, joins us to talk about transforming legacy workflows, aligning product ecosystems, and using real customer data to drive innovation. Her outside-in perspective is helping redefine how agencies, MGAs, and carriers manage payments and data.

Listen to this podcast, and hear us talk about:

• Solving real problems, not chasing flashy technology,

This podcast is one you don't want to miss.

In a world where agents juggle leads but lack follow-through strategy, Todd Wurth, District Manager at Farmers Insurance, shares how he’s built a scalable, high-conversion process using AgencyZoom. From LA’s metro grind to Wyoming’s one-agent towns, Todd unpacks how consistent marketing, deep community engagement, and automated follow-up drive real growth—no matter the zip code.

Turned “low” close rate into repeatable, high-conversion follow-up strategy

Built 27+ automated pipelines tailored to product and prospect type

Combines email, text, and mail for multi-channel lead nurturing

Triggers life insurance campaigns using birthday data

Tracks ROI by campaign, activity, and individual producer performance

Getting a quote shouldn’t feel like a marathon, and yet for many independent agents, that’s exactly what it is. In this episode, we sat down with Gordon Kendall , VP of Product at Vertafore, who brings nearly 20 years of carrier experience and a serious passion for agency workflow. From rating commercial auto from the ground up to building products like PL Rating & Commercial Submissions. Gordon breaks down how quoting became the real moment of truth, and why time, not money, is the new metric of agency success.

When you listen to this episode you will hear how:

You looking for your moment of truth? You could find it in this episode.

The insurance industry is evolving at lightning speed, and keeping up with new ideas, tech innovations, and leadership insights can feel like a full-time job. That’s why we hit pause this week to bring you something special, a remix episode highlighting the best of Season 4 (so far). From high-impact insights to unexpected laughs, this recap is packed with our favorite moments, standout quotes, and other gems you won’t want to miss.

In this episode you will hear:

Whether you are a first-time listener or a return VIP, this is our gift to you! Thank you for listening!

Even after two seasons, this conversation with Drew Kinney still stands out as a must-listen. Drew, Co-Owner of Kinney Insurance Agency, delivers an authentic, agency-first breakdown of building a tech stack that works. Whether you're revamping your operations or just getting started with automation, this episode is packed with practical insights and real-world advice that hasn’t aged a day.

Key takeaways from the episode:

If you're serious about building a modern, efficient, and scalable agency, this one belongs on your playlist (again).

We're re-releasing this insightful episode with  Troy Korsgaden,  a recognized expert in the insurance industry, in case you missed it. Troy, a published author, speaker, consultant, and founder of Korsgaden International, shares his wisdom on navigating the current insurance market and its evolving future. In this episode, he dives deep into the powerful role of technology in driving efficiency and enhancing client service, while stressing the importance of a proactive, intentional approach. 

This episode is caulked with so much value including :

Whether you're tuning in for the first time or the second or third, this episode is packed with timeless insights that will help you stay ahead in the ever-evolving insurance landscape.

Data intake remains one of the biggest friction points for insurance agencies trying to scale their operations and deliver stellar client experiences. In this episode, we sit down with Nick Berry, Demand Generation Leader at Canopy Connect, to dive into how long-term success comes from thinking beyond the quote, and meeting prospects where they are. Nick shares how agencies are using technology to turn clunky intake processes into profit centers. 

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

The future of Insurtech isn’t just about adding features; it’s about delivering an experience that makes agents faster, smarter, and more efficient. This week, we sat down in-studio with Kelly Byrom, VP of Platform and Experience Design at Vertafore, to talk about the long game of building AgencyOne and what it takes to design smarter, faster, and more human-centered insurance software. Kelly shared what it means to centralize workflows, connect products, and build a user experience (UX) that solves problems instead of just looking good.

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

Agencies struggle with slow, manual payment processes that delay cash flow and limit growth. When speed and efficiency in insurance payments can make or break an agency’s growth, ePayPolicy stands out by solving for both, fast. On this episode, I sat down with Zac Franz, Strategic Partnerships Manager at ePayPolicy, to talk about how they’re streamlining the entire cash flow, improving receivables, and helping agencies write more business, faster.

When you download this one, you will hear more about how: