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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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Dawnyel Smink is a force to be reckoned with in the insurance industry. As the founder and CEO of Canyon Lands Insurance (CLI), she has revolutionized the way insurance services are delivered, fostering growth across multiple states and establishing CLI as a powerhouse in the field. Her entrepreneurial spirit and keen insight have not only propelled her company to new heights but also paved the way for women in a traditionally male-dominated sector.
Dawnyel’s leadership extends beyond business acumen; she is a visionary who actively shapes industry practices, advocating for the empowerment and fair treatment of women. Her voice is a beacon of change, resonating through her participation in regional and national carrier councils. Dawnyel Smink is not just a leader; she is an innovator, a philanthropist, and an inspiration to many.
Listen in as Dawnyel talks about:
Her journey as an entrepreneur in this industry, and how she came to where she is todayLeadership principles she has learned along the way, and how she has used those to empower so many othersHow her active participation in regional and national carrier councils has propelled her career forwardThe transition from Canyon Lands Insurance to Keystone and the impact for her agentsWhat's next on the horizon for her agents at CLI and Keystone and her excitement for it. Buckle up folks, because this one is a powerful episode
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Jack Gibson is a distinguished leader in the insurance and risk management industry, renowned for his role as the President and CEO of the International Risk Management Institute (IRMI). With a career spanning over four decades at IRMI, Jack has been instrumental in steering the company’s strategic direction and expanding its educational resources. His expertise is also reflected in his authorship and editorial contributions to numerous industry publications. He was also instrumental in the partnership between IRMI and Reference Connect.
We want to dive deeper into Jack’s work and the services offered by IRMI.
Listen in as Jack talks about:
His journey to IRMI and his prestigious career there as CEO.The long-term relationship between IRMI and Reference Connect by VertaforeThe various use cases for IRMI in your agencyAll of the various content that IRMI offers including the brand-new BOP contentWhat's next for IRMI.This one you won't want to miss.
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Christopher Frankland is an award-winning influencer in the InsurTech space, and the Global Head of Product & Innovation at Cover Desk. He has been serving in this role since April 2021. With a rich background in the InsurTech industry, Christopher has founded InsurTech360. His expertise extends to mentoring roles in various organizations, including Lloyd’s Lab, Hartford InsurTech Hub, gener8tor, and the Global Insurance Accelerator. Cover Desk, under his leadership, aims to lead global innovation efforts, including new product and service development, and identifying new market opportunities. This aligns with cultivating a culture of innovation across Cover Desk and the insurance industry.
Listen in as Christopher talks about:
His journey from across the pond to where he has become an award-winning influencer in our industry How he became the founder of Insurtech360 The trends that he sees in the insurance industry as well as future trendsHow Cover Desk is deploying incredible virtual employees trained in the technology used by your agencyThe emergence of Artificial intelligence and how agencies could be using itThe use cases for artificial intelligence from a audio and visual standpoint using generative AIYou may want to bookmark this one.
There is a lot to unpack in this episode.
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Mikaela Dittbrenner, Vertafore's Agency Demand Generation Marketing Manager, brings a diverse background in lead generation, campaign marketing and conversion path optimization for both B2B and B2C programs. Her relentless drive to boost demand generation and amplify brand visibility through strategic initiatives has propelled Vertafore's Agency Marketing presence to new heights within the industry.
Listen in as Mikaela talks about:
Her Journey through her marketing career and how she landed at VertaforeWhat suprised her the most about the insurance industryWhat demand generation marketing is and why it is so importantThe importance of having good cultureHow to use demand generation marketing strategies to gather more opportunities for your sales teamHow to deploy a solid marketing campaign in your agencyWhat is on the horizon for the Vertafore Demand Generation team through 2024. -
Navigating this hard market takes extreme intentionality. Prioritizing mental health and having a great culture in your organization are just as important as having a solid foundation of process and procedure in your agency. Both lead to finding success in these times and today we have 2 great guests to talk more about this. Scott Howell is more than an insurance agent; he’s an educator, a thought leader, and a trusted advisor. His dedication to the industry and his clients is unmatched, making him a true “insurance guy” in every sense of the word. Scott is owner of iprotect Insurance and financial services and the co-host of the Insurance Guys Podcast. The podcast has become a go-to resource for insurance agents seeking guidance on everything from sales and hiring to the day-to-day operations of running a successful agency. Kenneth Williamson is the Director of Operations at Portal Insurance. He is a breath of fresh air as a voice in our industry. He leads his team with compassion and intentionality.
Listen in on this conversation as they talk about:Scott Howell and the Insurance Guys Podcast as they celebrate 1 million downloads and what that means to himScott Howell and Kenneth Williamson as they introduce themselves to the audience The importance of having a good culture in your agency and leading with compassion and mindfulnessKenneth's approach to managing a service team during the hard marketScott discusses his agency's tech stack, and how important it to the success of his agencyHow important it is to have a solid foundation build on solid processes and proceduresThe creation of their new company Mind Your Agency, and how it came to be.
You may want to bookmark this one
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Alexis Cierra Vaughn was recently named "Women to Watch in InsurTech 2023', "Insurance Business America" as one of the top 85 trailblazing Elite Women in Insurance for 2022", Litghitco named her a top "Influencer" on the "Top 100 Insurance Innovators" list & ACORD and Alchemy Crew named her "Top 14 Global InsurTech Leaders of 2022 Globally.”
In other words, if you want a guide to identifying the right insurtech partner, start here.
Meet Alexis and learn:
how she grew Cowbell Cyber agency appointments from a few hundred to 23,000the genesis and early successes of her new consulting company, off-coursethe difference between a great insurtech CEO and an ego-driven onebleeding-edge technologies to consider when building your tech stackquestions to ask in your insurtech interview process -
Scott Knowles is a serial entrepreneur in the Insur-Tech industry, recognized for his innovative contributions as the CEO and Co-Founder of Loss Scan. Scott has been instrumental in developing Loss Scan’s one-click tool that imports and extracts detailed information from loss-runs, eliminating manual processes and saving time for carriers and agents, His deep understanding of the insurance industry has allowed him to create technology that not only solves problems but also enhances human capabilities. Loss Scan was created, not to replace humans but to improve and enhance what they are doing. He wanted to provide a tool that could handle the tedious work of data extraction, so his clients could concentrate on interpreting the data and making informed decisions. Loss Scan, has since become a game-changer in the insurance technology space, demonstrating the limitless potential of AI in enhancing human capabilities.
Listen in as Scott talks about:
His journey from his first successful start-up in Modgic to co-founding LossscanHow he came to the idea of LossscanThe importance of the technology behind Lossscan Various use cases for the technologyArtificial Intelligence and how he is taking advantage of it to enhance the customer journeyA data-driven , AI powered approach to underwritingThe creation of Lossscan was not to replace humans but to enhance their capabilities.You may want to bookmark this one, there is a lot of information in this episode.
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Andrew Filar is the CEO and Managing Partner of Peachy Insurance, the fastest growing Allstate agency in the U.S. Andrew is focused on building the best team in the insurance industry. He has acquired seven Allstate agencies and has organically grown them from $0 to $36,000,000 in annual premiums in just 5 years. Additionally, Andrew is involved with Next Call Club, where he helps businesses turn cold leads into warm leads, close more clients, and improve ROI through effective outbound calling.
Listen in as Andrew talks about:
His journey and how he got to be the fastest-growing Allstate agencyHis training for unlicensed callers, and the steps to take before passing them to a licensed sales agentA live role-play with Heath to demonstrate an outbound call processThe importance of understanding the client journey and the tools he uses for follow-upThe lead scoring model and how he optimizes his process using this model qualification and verification for lead sources A data-driven approach to not only optimize the funnel but also leverage the digital footprintA closer look at how the cost moves through the process as opposed to the sticker priceA playbook for implementing an outbound calling strategy in your agency
The myth that online leads don’t stick around and how he shares his retention rate to respond to the judgmental biasNext Call Club works and how to learn more about the service.
- Se mer
