Vertafore Insurance Podcast

Olivia

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 cloud Top trends in the IT space How to be proactive about protecting against evolving cyber risks Why you need to talk to your staff about cyber risks Should we be afraid of AI hacks 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.  Meet Grace and hear more about: How to cultivate a growth-based culture The tips and strategies she shares for qualifying and hiring great talent Peabody Insurance the Best Practices agency How to guide change as a new leader in your agency Why 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.

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 StakWise    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 Using submissions data to drive efficiency The secret to making small commercial business profitable Reaching $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. 

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 for The three pillars of OneCore The smashing early success of our new data delivery service How we’re centralizing our API ecosystem How we’re unifying data and focused on centralizing reporting Why we partnered with Amazon Web Services 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.     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 industry The challenges and opportunities around APIs, data scraping, and technology integration The pros and cons of closed versus open technology ecosystems The 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. 

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 orange The history of Vertafore, as Doug takes us to school The Orange Partner program and what it means to us here at Vertafore The 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.

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 environment Strategies for staying ahead of industry trends and successfully implementing new technologies The challenges she overcame and the mentors who influenced her success Her vision for the future of the insurance industry, highlighting key areas of growth and opportunity Practical 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.