Vertafore Insurance Podcast

Chris Paradiso of Paradiso Insurance is the guru of the customer journey. He gives us a peek behind the scenes and walks us through what makes his agency' so special as it relates to the customer journey.  He talks so highly of his staff and how important it is to train your staff up and lead with proper communication. His agency has a robust touch point system post bind, and he has been very intentional every step of the way to ensure that each of his clients have a great experience with the Paradiso Agency....

Chris Paradiso's story of successes and he even shares with us his mistakes too. 

There's a lot to unpack in this episode. Click below to dig in.

David Watson, CEO and Founder of RiskAdvisor and Equity Partner of Mappus Insurance Agency, is a thought leader in the industry, as it pertains to processes and procedures in your agency. He talks us through the impact of the customer journey, and how important it is to have a Customer Journey enhanced and driven by technology. Not only does he walk us through what he is doing in his agency at Mappus, but also talks to us about RiskAdvisor and how he's found a way to improve the quoting process.

Meet David Watson and hear:

• David Watson's story of how he got in the industry and where he is today.

CJ Hutsenpillar of Hutsenpillar Insurance takes us behind the scenes and shows us how he has built his tech stack to focus on the needs of his customers. With a tagline in his agency of "where the convenience of online shopping meets the security of having a local agent," its no wonder why Hustsenpillar insurance setting the bar high for customer experience. Not only does he walk us through the sales cycle of his customers, but we also talk about so much more...

Together, we Discuss: 

• What sets Hutsenpillar Insurance apart from the competition

There's a lot to unpack in this episode. Click below to dig in.

Carl Ziade and Jean-Pierre Vertil, Co-Founders of Gaya, make a lofty promise to “speed up your insurance quoting process by 10x.” Their AI-powered Chrome extension allows you to move data between carrier portals, management systems, and other software in just a few clicks. We have a sneaky suspicion this niche solution will grow to do big things in the future.

Meet Carl and Jean-Pierre to hear:

Mike Fusco of Fusco and Orsini pulls back the curtain and talk to us about the hard market through his lens. Mike and his agency have a strong focus on Commercial Insurance and Employee Benefits.  He tells us how he uses robot process automation to improve efficiency, employee morale, and overall customer satisfaction. Not only do we discuss this, but also we discuss why he loves the hard market and so much more...

• What sets Fusco & Orsini apart from the competition

There's a lot to unpack in this episode. 

Rick Warter, SVP of Customer Success, discusses how we’re thinking about system conversions differently at Vertafore. Moving massive amounts of data from one system to another is no easy feat. Doing so accurately? Even tougher. Rick explains how his team is tackling this challenge using artificial intelligence in creative ways.

• The current state of conversions at Vertafore

Jamie Peers, VP of Business Development at Synatic, guides us through the unknown as he peels back the layers of AI’s real impact on insurance. Fluent in data architecture and connectivity through his work at a leading API insurtech, Jamie’s outlook on the future of AI is intriguing. Ultimately, he wants to help you answer the question…for yourself.

• Who is Jamie Peers (and why you should know him)

The Vega-Sanz brothers started out as two frustrated and car-less college students trying to get to a local pizzeria. Now? They have been featured in Forbes 30 Under 30 for building the first ever AI-powered insurance agent. This is a company to watch in 2024. Not just because of their innovative tech, but because of their endless ability to pivot.

Meet Matthew Vega-Sanz & Roberto Salinas and learn:

• The unbelievable (and at-times-humorous) story behind how Gail started

Casey Nelson, founder and Ceo of Stakwise, is the Insurance tech stack guru and someone to count on to question the status quo and make you change the way you think about the technology in your agency. He  is a former agency principal and has spent his entire career developing processes and procedures to increase efficiencies. Early in his career he saw technology as the answer to so much of the efficiency that he was seeking. and enhanced the processes he was implementing.... 

Meet Casey and hear:

• How he began his career in the Insurance industry.