Vertafore Insurance Podcast

How do you build real growth? According to Rob Bowen, The answer is, by narrowing your focus, leveraging tech, and making the most of in-person networking. Rob is a powerhouse in the real estate investment space and a firm believer in the value of niche expertise and technology-driven efficiency. In this episode, we unpacked everything from the risks of liability and tenant legislation to why your CRM might be your most important tech investment right now.

Download this episode today and hear these takeaways and more:

Agencies that can’t adapt in these market conditions will fall behind. Have your pen and paper ready, Rob puts on a clinic with this episode. Thank you for listening.

The insurance industry is moving fast, and tech is no longer optional it’s the edge. At Accelerate 2025, Vertafore unveiled a bold vision to power a more connected, intelligent, and efficient insurance ecosystem. In this episode, Vertafore CEO, Amy Zupon and James Thom, CPO at Vertafore, step on the main stage at Accelerate to break down how Vertafore is delivering innovation that matters. From platform unification to AI that works behind the scenes, and how agencies, MGAs, and carriers can win today—and tomorrow.

Download this episode and you will hear these key take ways.

At Vertafore, partnership is more than just another buzzword, it’s how we build. In this Fireside Chat, we sat down with customers, Shyla Lankford (Lipscomb Insurance) and Jordan Beck (Dimond Bros. Insurance) to unpack how their teams worked directly with Gordon Kendall at Vertafore to shape and improve products, PL rating and Commercial Submissions.

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Get comfortable and cozy, in this fireside chat, we are taking you behind the scenes, to see how this partnership came to life.

Insurance agencies face the challenge of scaling client communications while staying personal. Matthew Smith discusses how Vertafore's partnership with ClientCircle changed the game for agency communications. Matt shares how agencies use both tools to automate outreach and improve retention.

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

Building real connection between tech providers and users is key to driving innovation in insurance. On this episode, I sat down with Jon Gorman, Executive Director at NetVU, and Rick Warter, Chief Customer Officer at Vertafore, to talk about how collaboration, education, and community power the future of the Vertafore ecosystem.

When you download this episode you will hear:

-NetVU connects Vertafore users for advocacy, education, and innovation.

-Accelerate delivers hands-on demos, community, and real collaboration.

-Product workgroups align agency leaders directly with Vertafore product teams.

-First-time attendees get mentors, tailored schedules, and early access.

-Customer success drives every initiative across NetVU and Vertafore.

Thank you for joining us again on another great episode and hit that subscribe button.

Surefyre

Ever wonder how MGAs are writing billions in premiums and reshaping the insurance game? The world of MGAs is transforming at lightning speed, and it’s not slowing down. With the rise of delegated underwriting authority enterprises (DUAEs), and premium volume soaring past $100 billion, the MGA market is no longer a niche, it’s a powerhouse. In this episode of the Vertafore Insurance Podcast, I’m joined by Dawn Walker, Senior Business Intelligence Analyst at AM Best, to unpack the state of the MGA ecosystem. 

The insurance industry is navigating challenges around agent-carrier connectivity and streamlining processes to meet evolving expectations. That’s why we sat down with Chris Gilespie, Director of Carrier marketing at Vertafore, to discuss practical insights from their recent Agent Experience Report and how carriers can better support agents.

Join us and hear Chris Gilespie bring us so much value around:

Being a producer in this current marketplace comes with its own challenges. Micah Salas, an outstanding producer with the Christensen Group joins us to shares his approach to success, emphasizing organization, discipline, and the use of technology to enhance client experience.

We invite you to eaves drop on this conversation to hear more about:

he E&S market is hot. MGAs and wholesale brokers must quickly turn quotes around while managing complex submissions and carrier relationships. Mike Roy, Founder of Dark Matter InsurTech, shares how Dark Matter is helping MGAs, carriers, and agencies streamline operations, reduce errors, and speed up quoting and underwriting. 

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