Vertafore Insurance Podcast

Drew Kinney - E425

How can you thrive in a hard market? - RE-RELEASE

We're re-releasing this insightful episode with Troy Korsgaden, a recognized expert in the insurance industry, in case you missed it. Troy, a published author, speaker, consultant, and founder of Korsgaden International, shares his wisdom on navigating the current insurance market and its evolving future. In this episode, he dives deep into the powerful role of technology in driving efficiency and enhancing client service, while stressing the importance of a proactive, intentional approach. This...

Are you building rapport or just collecting VINs? Ep 423

Data intake remains one of the biggest friction points for insurance agencies trying to scale their operations and deliver stellar client experiences. In this episode, we sit down with Nick Berry, Demand Generation Leader at Canopy Connect, to dive into how long-term success comes from thinking beyond the quote, and meeting prospects where they are. Nick shares how agencies are using technology to turn clunky intake processes into profit centers. Check out this episode and you will learn that: O...

Efficiency starts with better Navigation 422

The future of Insurtech isn’t just about adding features; it’s about delivering an experience that makes agents faster, smarter, and more efficient. This week, we sat down in-studio with Kelly Byrom, VP of Platform and Experience Design at Vertafore, to talk about the long game of building AgencyOne and what it takes to design smarter, faster, and more human-centered insurance software. Kelly shared what it means to centralize workflows, connect products, and build a user experience (UX) that so...

What If you could cut 20 minutes from every payment process? EP.421

Agencies struggle with slow, manual payment processes that delay cash flow and limit growth. When speed and efficiency in insurance payments can make or break an agency’s growth, ePayPolicy stands out by solving for both, fast. On this episode, I sat down with Zac Franz, Strategic Partnerships Manager at ePayPolicy, to talk about how they’re streamlining the entire cash flow, improving receivables, and helping agencies write more business, faster. When you download this one, you will hear more a...

Robotic processing and Automation aren't optional anymore in today's market? Episode 420

How do you build real growth? According to Rob Bowen, The answer is, by narrowing your focus, leveraging tech, and making the most of in-person networking. Rob is a powerhouse in the real estate investment space and a firm believer in the value of niche expertise and technology-driven efficiency. In this episode, we unpacked everything from the risks of liability and tenant legislation to why your CRM might be your most important tech investment right now. Download this episode today and hear th...

The future of insurance runs through Vertafore. Episode 419

The insurance industry is moving fast, and tech is no longer optional it’s the edge. At Accelerate 2025, Vertafore unveiled a bold vision to power a more connected, intelligent, and efficient insurance ecosystem. In this episode, Vertafore CEO, Amy Zupon and James Thom, CPO at Vertafore, step on the main stage at Accelerate to break down how Vertafore is delivering innovation that matters. From platform unification to AI that works behind the scenes, and how agencies, MGAs, and carriers can win ...

Does your tech-stack feel like home? Episode 418

At Vertafore, partnership is more than just another buzzword, it’s how we build. In this Fireside Chat, we sat down with customers, Shyla Lankford (Lipscomb Insurance) and Jordan Beck (Dimond Bros. Insurance) to unpack how their teams worked directly with Gordon Kendall at Vertafore to shape and improve products, PL rating and Commercial Submissions. Download and listen to this Fireside Chat and hear all about: How Shyla’s feedback helped streamline quoting across 47 states How Jordan’s team cut...

How can agencies automate and personalize client conversations effortlessly? Episode 417

Insurance agencies face the challenge of scaling client communications while staying personal. Matthew Smith discusses how Vertafore's partnership with ClientCircle changed the game for agency communications. Matt shares how agencies use both tools to automate outreach and improve retention. Download this one and you'll hear these key takeaways: Instant AMS360 integration for onboarding and renewals. Automate repetitive tasks and improve efficiency. Analytics track campaign opens, clicks, and re...

Get ready for Accelerate powered by NetVU in Charlotte, NC 2025 - Episode 416

Building real connection between tech providers and users is key to driving innovation in insurance. On this episode, I sat down with Jon Gorman, Executive Director at NetVU, and Rick Warter, Chief Customer Officer at Vertafore, to talk about how collaboration, education, and community power the future of the Vertafore ecosystem. When you download this episode you will hear: -NetVU connects Vertafore users for advocacy, education, and innovation. -Accelerate delivers hands-on demos, community, a...

Get to know Surefyre. Episode 415

Surefyre

Could your next growth move be partnering with an MGA? Episode 414

Ever wonder how MGAs are writing billions in premiums and reshaping the insurance game? The world of MGAs is transforming at lightning speed, and it’s not slowing down. With the rise of delegated underwriting authority enterprises (DUAEs), and premium volume soaring past $100 billion, the MGA market is no longer a niche, it’s a powerhouse. In this episode of the Vertafore Insurance Podcast, I’m joined by Dawn Walker, Senior Business Intelligence Analyst at AM Best, to unpack the state of the MGA...

Can Technology Truly Benefit the Agent/Carrier Relationship Ep 413

The insurance industry is navigating challenges around agent-carrier connectivity and streamlining processes to meet evolving expectations. That’s why we sat down with Chris Gilespie, Director of Carrier marketing at Vertafore, to discuss practical insights from their recent Agent Experience Report and how carriers can better support agents. Join us and hear Chris Gilespie bring us so much value around: -Insights from Vertafore’s Agent Experience Report, from 1,300 agents -The balance of trainin...

Could it really be that simple to be a successful producer in this marketplace Episode 412

Being a producer in this current marketplace comes with its own challenges. Micah Salas, an outstanding producer with the Christensen Group joins us to shares his approach to success, emphasizing organization, discipline, and the use of technology to enhance client experience. We invite you to eaves drop on this conversation to hear more about: Using a CRM system to stay organized and disciplined in daily prospecting efforts. Educating clients, building trust, and providing value over just selli...

Seamless Data Flow, Faster MGA Quoting- Episode 411

he E&S market is hot. MGAs and wholesale brokers must quickly turn quotes around while managing complex submissions and carrier relationships. Mike Roy, Founder of Dark Matter InsurTech, shares how Dark Matter is helping MGAs, carriers, and agencies streamline operations, reduce errors, and speed up quoting and underwriting. We invite you to check this one out and hear more about: How this integration approach eliminates headaches and simplifies tech stacks. Normalized data means cleaner sub...

Leading your team through the hard market. Episode 410

In today’s fast-changing insurance landscape, strong leadership isn’t just about numbers , it’s about people. Managing your team with empathy, leveraging technology for efficiency, and navigating the hard market are critical skills for modern agencies. On this episode with Tinsley English, we explore: Leading your team with empathy to boost morale and performance. Why technology is more than a tool, it’s vital for agency success. What inspired Tinsley to write her book and the lessons she’s lear...

Is this hard market, now just the new norm? Episode 409

The insurance industry is navigating one of the longest and toughest hard markets we’ve seen. Rising premiums, tighter underwriting, and reduced capacity are forcing carriers and agencies alike to rethink their strategies. In this episode of the VIP Podcast, we sit down with Maheu, VP of Partnerships and Industry Relations at Vertafore, to dive deep into how insurers and agents can adapt and thrive in these challenging times. Kelly shares expert insights on: The real impact of prolonged hard mar...

Can this app change the game for your agency? Episode 408

In today’s fast-paced world, it’s crucial for clients to be able to self-serve and get the information they need quickly, saving time for both clients and agents. In this episode, we sit down with Matt and Kiki from the Insurance Agent App to discuss the evolution of their app, designed to improve the efficiencies for insurance agents, and enhance their customer's journey. We invite you to eavesdrop on this candid conversation and learn more about: How you can have an app for your agency and "it...

The foundation of an integrity-driven agency. Episode 407

Caden Braly

How to use SEO to build a multi-million dollar niche. Episode 406

Landon Bentham, an experienced marketer, breaks down how agencies can leverage SEO, video marketing, and reputation-building strategies to elevate their client's experience. He emphasizes that while the digital landscape constantly evolves, agencies must prioritize quality content, long-term commitment, and simple but effective tactics to ensure they remain visible and accessible to clients. From reviews to video marketing, Landon shares actionable tips that can help agencies stand out and build...

Can Old School Sales beat AI? Episode 405

Effective prospecting and streamlined sales processes are crucial to staying ahead in today's fast-paced, competitive insurance market. In this episode, we welcome Scott Angell, Senior Vice President at LeO, to discuss the future of sales, how to stand out in a noisy world, and how AI is transforming the insurance industry. With the ability to differentiate themselves and leverage data-driven recommendations, agents using LeO can drastically improve their efficiency and success rates, making the...

How do we shift from defensive to offensive in our insurance practices? Episode 404

Strong relationships are the cornerstone of success in the insurance industry, fostering trust, collaboration, and mutual growth between agents and carriers. Troy Korsgaden is a published author, trainer, speaker and consultant, and the founder of Korsgaden International. In this episode, we discuss the current and future state of the market. Troy also dives deep into the critical role technology plays in enhancing efficiency and improving client service, all while emphasizing the need for a pro...

How has InsurTech transformed over the last 50 years? Episode 403

Over the last 50 years, InsurTech has evolved from manual processes and basic data management to a dynamic, tech-driven industry that leverages AI, big data, and automation to transform how insurance is delivered and experienced. In this week episode, we delve into the evolution of InsurTech over the past five decades, guided by the insights of industry expert Linda Vecoli. With a distinguished career in insurance and risk management, Linda shares her unique perspective on the technological adva...

How does a small town agency continue to grow in these market conditions? Episode 402

Being a small business owner comes with its fair share of challenges. However, this forward-thinking power couple, Jessica Holder and Keenan Rice continue to rise above and face those challenges head-on. They have an outstanding balance of community involvement and innovative technology at their fingertips and have mastered the balance of work and fun in their agency. Tune in to Jessica and Keenan and hear more about: The delicate balance of marriage and co-ownership of a growing agency How huma...

Season 4 Kickoff. Episode 401

Get ready to huddle up and kick off Season 4 of the Vertafore Insurance Podcast with a bang! In this first episode, we’re talking on AgencyOne, Accelerate, Project Impact, and so much more. We’re kicking off a season full of exciting guests and tackling the everyday challenges insurance agents face, from agency management, sales automation, to leveraging the data in your agency. We have also made some changes, so you don't want to miss that either. Here’s what’s inside this episode: An overview ...

Why Every Agency Is A Large Agency

Joyce Sigler, Vice President of Acquisitions & Technology at SeibertKeck Insurance Partners, is a Vertafore insurlebrity. Today, she pulls back the curtain on what her transition from the midsize market to an enterprise broker was like. And why she stayed. Meet Joyce and hear more about: Her wake-up call moving from midsize to enterprise agency Her advice on the automations you should consider in your agency Successful change always starts with great messaging Why we shouldn’t be afraid of b...

Insurance website must-haves in 2025

Websites are crucial for Insurance Agencies, because they serve as a digital storefront, accessible 24/7 to the communities that they serve. They help establish credibility, provide valuable information, and facilitate customer engagement and sales. A well-designed website can significantly enhance your brand's visibility and reputation. Jason Walker, President of Agency Revolution, recently acquired Forge3 and brought website services into the robust product portfolio of Agency Revolution. With...

Help!! I want to deploy AI in my Agency, and I don't know how

AI is at the forefront of the insurance industry which means we must understand how it can improve the agency process today. However, At Vertafore, we believe it is important to have a strategy in place before deploying AI inside your agency. In this episode we are providing you an exclusive opportunity to listen in on a previously recorded webinar where we dive into all things AI. Listen in as our Co-Hosts discuss the following: Identifying use cases for AI in the agency Gathering and organizin...

Outsource accepting physical checks TODAY!

Zac Franz, Manager of Strategic Partnership at ePay Policy, shares what’s going on in the payment solution space. Let’s put it this way – insurance payment solutions are innovating faster than you might think. And that’s a great thing. Meet Zac and hear more about: How the hard market is affecting the payments space Why agency bill is predominant in a hard market 3 hot features new to ePay Policy that gives you time back to "do the human things" Why ePay Policy is now more than a payments soluti...

Fintech meets InsurTech: Live with Chase Courtney at Indie Tech

IPFS and AndDone are pushing the boundaries in premium finance and payment processing, with a focus on enhancing agency operations through streamlined, flexible fintech solutions. Chase Courtney joins us Live for a fun conversation on the challenges of integrating siloed systems, the role of insurance agents in driving industry progress, and how companies like Vertafore are creating tech-driven solutions that give agencies choice and control. Tune in and hear all about: -How AndDone's payment pr...