Vertafore Insurance Podcast

In Conning’s 2024 MGA survey, the percentage of survey respondents who “strongly agreed” with the statement that “they are worried their firm is not investing enough in technology” has fallen significantly in the past five years from 23% in 2019 to 5% in 2024. Technology consulting firms, like KGM, have played a pivotal role in this shift.

• The top 4 areas where MGAs are investing in technology

This is an episode you will want to bookmark.

According to a nationwide survey of independent insurance agents, 65% say they feel they are not maximizing their tech stack. Olivia Schmitt, Customer Consulting Manager at Vertafore, shares insights on how she’s helping agents get more out of their tech stack.

• Olivia's ieas about cancelling hustle culture

Hear why Olivia Schmitt makes Monday Magic, download this episode today... 

Brad Ruben is no newcomer to ensuring agency tech stacks are impenetrable. He started Archway Computer in the days of on-Premises, in-house servers.  Running an agency today, it is even more critical to not only protect your client and their businesses, but it is also important to make sure your business is protected.  Join us as we chat with Brad about how times have changed and why agents’ data might not be as secure as they think.

• Tackling the myth that in-house servers are more secure than the cloud

This is an episode you will want to bookmark. It is a good one.

Grace Peabody, President of Peabody Insurance Agency, is an absolute insurance shark. She was recently named one of Flint County’s 40 under 40. After graduating with her MBA in 2013, she hit the business world running, and she shows no signs of slowing down. Her agency, Peabody Insurance has also been named as a Best Practices agency. Join us as we chat with Grace and learn more about the best practices she has used to grow her agency and her career in such a short amount of time. 

• How to cultivate a growth-based culture

This is an episode you will want to bookmark. It is a good one.

Every year for the last 3 years, Catalyit has published an intriguing study analyzing agency digital transformation trends. (They must know agents love to see what other agents are doing.) We review the most surprising insights together. Download the whole study here.  

• How this study is produced 

Download this one its a good one to refer back to 

Shyla Lankford is a seasoned insurance professional with a career spanning over two decades, Since joining Lipscomb Insurance in 2010, she has become a cornerstone of their commercial insurance and risk management team. Most agents dismiss small business commercial because “It’s too cookie-cutter.” “They’re the price shoppers of the commercial space.” “It’s not profitable enough.” Shyla Langford, Chief Operating Officer of Lipscomb Insurance, heard every reason not to sell into this space...until she found Commercial Submissions…and the rest is history.

Meet Shyla and hear more about:

Why stewarding transitions is so important in a hard market

Get your pen and paper ready this is one you're going to want to take notes on. 

When most people hear about the transformation Vertafore is going through – bringing all of our products together into one platform – they typically only think about the front-end changing. They think about new styling, new design, more connectivity, cross-product workflows being less clicks, easier navigation, improved search functionality, etc. But today, in this third installment of the AgencyOne podcasts, we’re diving into the back-end. Today we are going to take a deeper dive into the infrastructure of AgencyOne. Buckle up!

• Exactly what OneCore stand for

This is an episode you will want to bookmark. It is a good one.

Financial excellence is no longer a nice-to-have in your agency; it’s a need-to-have. These 4 leaders of new business management firm, AgencyPoint, explain why you need to dial your numbers in…and how to do it.  

• when to consider top-line vs bottom-line growth 

Brett Fulmer, known as “Broker Brett,” is a dynamic insurance and insurtech consultant who excels in policy placement, risk management, and community building. As the Managing Broker at Newport Beach Insurance Center LLC. He seamlessly blends traditional insurance expertise with innovative technology solutions. In this episode, Brett discussed the importance of networking and community-building through initiatives like "Broker Brews" and the insurance running club, highlighting the value of these events in fostering connections and sharing knowledge across the industry. The discussion also touched on how mid-sized insurance agencies can leverage their agility and responsiveness to compete with larger enterprise players, as well as the potential impact of AI and other emerging technologies on the industry. 

Check out this episode and hear more about: 

The importance of networking and community-building through initiatives like "Broker Brews."

This is an episode you will want to bookmark. It is a good one. 

Doug Mohr is an esteemed colleague, serving as the Vice President of Industry Relations and Partnerships here at Vertafore. His visionary leadership and innovative spirit have been instrumental in shaping the future of insurance software solutions. With a keen eye for transformative technology and a deep understanding of the industry’s intricacies, Doug has been pivotal in forging strategic partnerships that drive progress and efficiency. His unique ability to navigate the complex waters of industry relations has made him a respected figure within the industry.

Listen in as we dive deeper into: