Episodit
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ChatGPT is more and more becoming common place in our industry and is transforming the insurance industry. Current use cases could range from writing emails and creating marketing content to advanced risk assessment and client communication, the hosts share real-world examples of AI's integration into agency workflows. With insights into AI’s potential and limitations, this episode helps demystify how agents can leverage tech tools responsibly and effectively.
Tune in with our hosts and discover:
Practical uses of AI in marketing, customer service, and policy comparisonsHow to prompt ChatGPT effectively for more accurate and customized outputsEthical considerations and privacy risks when using AI in insuranceExciting advancements, like custom AI voices and evolving generative capabilities tailored to agency needsThese Insights from Vertafore’s very own team showcase practical, actionable ways to bring AI into daily insurance processes safely and efficiently. It's a good one for sure.
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In this live episode from the Indie Tech Showcase Experience, Patrick McBride discusses how automation can free up agency staff, improve client interactions, and increase overall efficiency. Patrick shares how his agency leverages solutions like AgencyZoom and Lightspeed Voice to streamline operations and enhance the client experience, all while maintaining the human connection that clients value most.
Listen in on this one-of-a-kind, live episode and hear Patrick break down:
How technology frees up staff to handle client concerns with more empathy and efficiency.How using tools like AgencyZoom, Patrick’s agency automates routine tasks, allowing more time for valuable client interactions.Well-defined processes, backed by the right tech, help agencies adapt to market changes without compromising service. AI’s potential to enhance quoting and carrier selection, emphasizing the need for industry adaptation.This one will have you wanting to more for sure, good thing there's a rewind button.
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The talent gap in insurance has continued to be a hot topic of conversation. Ivan Hudson, Director of The Center of Insurance and Risk Management for the University of Central Arkansas, walks us through how to partner with local colleges to start an internship program in your agency.
Meet Ivan and hear more about:
-How networking has changed post-COVID-How to Find the “it” factor in your new hires-The power of partnership with Risk Management programs-What the top agency tasks are that an intern can manage-How bringing an intern into your agency brings a fresh perspective-How to transition from intern to full-time employee
This is an episode you will want to bookmark. It is a good one.
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Davie Holt brings his unique flair, offering wisdom, wit, and practical advice live from the heart of the Indie Tech showcase. Tune in as we dive into branding, authentic leadership, and making the most out of conferences. Whether you're an agent or a tech vendor, Davy's insights are sure to inspire and inform. Meet Davie and hear more about: The power of authenticity in both personal and professional branding How Virtual Intelligence Is doing things differently in the virtual assistant space Importance of adaptability and listening when organizing or attending conferences How to create lasting impressions and attract the right customers This is an episode you will want to bookmark. It is a good one.
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Tim Owen, Vice President of Product Management, is passionate about making compliance management as easy as possible. In a world of state-based regulation, this is no easy feat. Today, he shares his vision for the future.
Meet Tim and hear more about:
What DCM stands forThe history of the federal insurance licensing initiativeHow Vertafore makes compliance management hands-offState-based regulation vs federal regulation; pros & consTim's opinion of whether or not the bar for licensing gotten lower?Get your pen and paper ready this is one you're going to want to take notes on.Transcript
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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.Meet Ravendra and hear more about:
The top 4 areas where MGAs are investing in technologyThe complexity of end-to-end connectivity for specialty linesWhy KMG thinks in terms of design-first, not functionality-firstWhat the world would look like without insurance formsThis is an episode you will want to bookmark.
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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.Meet Olivia and hear more about:
Olivia's ieas about cancelling hustle cultureThe difference between implementing and maximizing your tech stackThe toughest challenges agents face when maximizing their stackHow to set achievable goals with tech adoptionHear why Olivia Schmitt makes Monday Magic, download this episode today...
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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.Meet Brad and hear more about:
Tackling the myth that in-house servers are more secure than the cloudTop trends in the IT spaceHow to be proactive about protecting against evolving cyber risksWhy you need to talk to your staff about cyber risksShould we be afraid of AI hacksThis is an episode you will want to bookmark. It is a good one.
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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. Meet Grace and hear more about:
How to cultivate a growth-based cultureThe tips and strategies she shares for qualifying and hiring great talentPeabody Insurance the Best Practices agencyHow to guide change as a new leader in your agencyWhy you need to know your numbers in order to be a successful agency in 2024 and beyond.This is an episode you will want to bookmark. It is a good one.
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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. Meet Marit & Casey and hear more about:
How this study is produced Which video platform agents love the most How much technology do agents have today Are agencies seeing ROI on their tech investments Why Catalyit recently acquired StakWiseDownload this one its a good one to refer back to
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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 marketUsing submissions data to drive efficiencyThe secret to making small commercial business profitableReaching $1million with low-lift…and Commercial Submissions
Get your pen and paper ready this is one you're going to want to take notes on.
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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!Meet Jace & August and hear more about:
Exactly what OneCore stand forThe three pillars of OneCoreThe smashing early success of our new data delivery serviceHow we’re centralizing our API ecosystemHow we’re unifying data and focused on centralizing reportingWhy we partnered with Amazon Web ServicesThis is an episode you will want to bookmark. It is a good one.
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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.
Meet the crew and hear more about: when to consider top-line vs bottom-line growth why your numbers should tell a story…and how to find it the numbers you don’t see on a P&L, but you should know how your agency could operate vs how your agency does operate where to re-allocate to show profitability or invest in growth Email Header: …and the birth of financial excellence… -
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."The evolution of openness and connectivity in the insurance industryThe challenges and opportunities around APIs, data scraping, and technology integrationThe pros and cons of closed versus open technology ecosystemsThe potential impact of AI and other emerging technologies on the industry.
This is an episode you will want to bookmark. It is a good one.
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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:Doug Mohr's career and his love for big orangeThe history of Vertafore, as Doug takes us to schoolThe Orange Partner program and what it means to us here at VertaforeThe Importance of partnership, open API's, and the value that it brings to our industry.You may want to bookmark this one, there is a lot of information in this episode.
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Kelly Gonyo is a highly experienced and dedicated insurance professional with over two decades in the industry. As the founder and President of Blue Line Insurance Agency, she has demonstrated exceptional leadership and a commitment to client service. Her expertise spans various insurance roles, and she specializes in commercial insurance. Kelly is deeply committed to community service, actively participating in local economic development and supporting small businesses. Her insights on building strong client relationships and advocating for independent agents are truly inspiring.
Listen in as Kelly talks to us about:
Her philosophy on leadership, emphasizing the importance of caring for your team and fostering a positive work environmentStrategies for staying ahead of industry trends and successfully implementing new technologiesThe challenges she overcame and the mentors who influenced her successHer vision for the future of the insurance industry, highlighting key areas of growth and opportunityPractical tips for professionals looking to thrive in an evolving insurance landscape.You may want to bookmark this one. There is a lot of good advice in this episode.
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Denis Mrkva has significantly contributed to the field of data and analytics at Keystone Agency Partners, where he serves as the Vice President of Data & Analytics. His work focuses on implementing data-driven strategies that enhance the operational efficiency and decision-making capabilities of insurance agents. In this week's episode, Denis dives into the significance of data-driven strategies and the crucial role analytics play at Keystone Agency Partners. We also discuss the integral part Vertafore plays in their process.Listen in as Dennis explains:
The data-driven strategies used to boost operational efficiency and decision-makingHow Keystone leverages advanced analytics for better insurance portfolio managementHow working with Vertafore integrating cutting-edge technology continues to drive growth and innovationPractical examples of data application in agency growth.You may want to bookmark this one, there is a lot of information in this episode.
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Kelly Byrom and Daniella Ivey, are the leaders and the strategic mastermind behind this groundbreaking solution. We are calling AgencyOne. You heard about it a few weeks ago on the podcast. Today we will be having an in-depth discussion into the seamless interface, innovative look and feel, and enhanced customer experience that will set AgencyOne apart. Kelly and Daniella share how they've done extensive research with their largest customers to create a solution that focusses on the idea of "one experience." An all-in-one experience that clients are clamoring for. With high energy and the excitement, this episode captures the essence of what makes Agency One a game-changer in the industry.
Listen in as we :
Discover the strategies Agency One used to become a frontrunner in the industryHear more about customer-centric research: Learn how thorough research with top clients has shaped their servicesUnderstand the demand for these Integrated Solutions
Gain practical tips and strategies to implement in your agency immediately
Don't miss out on this opportunity to elevate your agency's performance. Tune in now and learn more about AgencyOne.
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As Vertafore CEO, Amy Zupon, said, “Project Impact is about more than just technology; it’s about creating meaningful change. We are committed to supporting our customers, our employees, and our communities in every way we can. We're thrilled to announce our latest podcast episode featuring Vijay Muniswami, the visionary leader behind Vertafore's transformative Project Impact.” Known for his innovative approach and deep industry insights, Vijay has been a driving force with in the Vertafore ecosystem and the insurance technology landscape for over a decade. His passion for leveraging technology to create meaningful change is nothing short of inspiring. In this episode, Vijay delves into how Project Impact is revolutionizing the insurance industry through technology, community engagement, and sustainability. Tune in to discover the incredible innovations and strategies driving this project forward!
In this episode, you’ll learn:
What Project Impact is and how important it is to Vertafore's development of solutionsWhat Vijay and his team learned from from spending time inside 70 plus agenciesThe impact of Vertafore’s community engagement and educational programsInnovations enhancing customer experience and satisfactionSustainability practices and their importance in the modern insurance landscapeYou may want to bookmark this one, there is a lot of information in this episode.
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Vertafore is changing the game again, raising the bar for the user experience even higher with AgencyOne. This platform will transform the way insurance agencies operate by providing a comprehensive, all-in-one platform designed to streamline processes, enhance productivity, and elevate customer service. Whether you’re new to the world of insurance tech or looking to upgrade your current systems, this episode is packed with insights on how AgencyOne can be a game-changer for your agency.
AgencyONE was born out of the need for a more integrated and efficient agency management system. It’s the result of years of industry research and feedback from insurance professionals. The platform has evolved through collaboration with agencies of all sizes, ensuring it addresses real-world challenges and needs. Today we have Jace Hopper, VP of Product Management joining us alongside Kelsey Anderson Manager of Product Marketing to break it all down for us.
Listen in as Jace Hopper and Kelsey Anderson share:
What’s new with it and where we are today with AgencyOneA behind the scenes look at how it is being put together from the marketing and product view pointThe day to day challenges in an agency that AgencyOne solvesHow this project is truly about enhancing our customer's experience here at Vertafore.
We discuss this and so much more, that we will be releasing a sequel coming out in the fall.
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