Podcasts about vertafore

In this episode of Insurance Town, host Heath Shearon sits down with Kyle Kuest, a dynamic sales professional at Vertafore, to talk about his unique journey from ministry work to the world of insurance technology sales. Kyle shares how his background in the church, his passion for history, and his experience in teaching shaped his approach to sales, customer service, and leadership.Kyle and Heath discuss:✔️ Lessons from Ministry & Teaching – How active listening, empathy, and organization play a vital role in sales.✔️ Sales Strategies in a Hard Market – Why agencies should focus on organization, proactive communication, and leveraging technology.✔️ The Power of Workflow & CRM – How AgencyZoom and Vertafore's management systems help agencies streamline their processes.✔️ Overcoming Challenges – Advice for insurance professionals navigating the current market.✔️ The Importance of Community & Collaboration – Why independent agencies should work together rather than compete in isolation.Kyle also shares his winning strategies that helped him earn awards in his first year at Vertafore and provides practical tips for insurance professionals looking to level up their sales game.Connect with Kyle Kuest:

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing a health issue Doris highlights Vertafore's tech solutions that simplify work for insurance agents Doris introduces her book, Overcoming Challenges Against All Odds Doris stresses the importance of networking and a positive mindset for growth Doris reflects on the support from her family, colleagues, and community Connect with: Doris Gonzalez Teresa Kitchens Visit Websites: Vertafore Book: Overcoming Challenges Against All Odds Sterling Insurance Group Produced by PodSquad.fm

In this episode of Power Women In Insurance, Doris and Teresa talk about her life, her career at Vertafore, and how personal challenges have helped her to pass along her experiences to others. Key Topics: Doris shares her career journey from QQ Solutions to Vertafore Doris discusses the challenges and growth during Vertafore's acquisition of QQ Doris talks about completing her MBA while undergoing a health issue Doris highlights Vertafore's tech solutions that simplify work for insurance agents Doris introduces her book, Overcoming Challenges Against All Odds Doris stresses the importance of networking and a positive mindset for growth Doris reflects on the support from her family, colleagues, and community Connect with: Doris Gonzalez Teresa Kitchens Visit Websites: Vertafore Book: Overcoming Challenges Against All Odds Sterling Insurance Group Produced by PodSquad.fm

On this installment, we learn what's on the minds of some 2,000 independent agency staffers. Jess Butler, VP of Vertafore, which conducted a national survey, outlines how agents … Read More » The post Hard Market Woes Hammer Morale appeared first on Insurance Journal TV.

On this installment, we learn what's on the minds of some 2,000 independent agency staffers. Jess Butler, VP of Vertafore, which conducted a national survey, outlines how agents … Read More » The post Hard Market Woes Hammer Morale appeared first on Insurance Journal TV.

Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal without any need for APIs or integration. The AI Coworker can reason through tasks following your example.Vishal Rohra: https://www.linkedin.com/in/vishalrohra1/Kay: https://www.Kay.AiVideo Version: https://youtu.be/PtatVH-rD54The Growth GearExplore business growth and success strategies with Tim Jordan on 'The Growth Gear.Listen on: Apple Podcasts Spotify

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore. In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Syd Roe's career journey from family insurance agency to Vertafore The creation and mission of AgencyOne at Vertafore Challenges and solutions for integrating various tech products in insurance The role of data and technology in the future of insurance agencies The importance of offering choice and independence in insurance technology How Vertafore's Orange Partner Program supports integration and choice for agencies Syd's philosophy on leadership and work culture in the tech industry

This is the final of three episodes recorded live in New Orleans at Accelerate presented by NetVu and Vertafore. In this episode, James talks with Syd Roe, Director, Agency Marketing at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or suggestions for how we can make the show better. Key Topics: Syd Roe's career journey from family insurance agency to Vertafore The creation and mission of AgencyOne at Vertafore Challenges and solutions for integrating various tech products in insurance The role of data and technology in the future of insurance agencies The importance of offering choice and independence in insurance technology How Vertafore's Orange Partner Program supports integration and choice for agencies Syd's philosophy on leadership and work culture in the tech industry

How do you anticipate customer needs, foster innovation, and maintain a competitive edge? In the ever-changing landscape of business, staying ahead requires not just adaptation but anticipation of market trends, customer needs, and technological advancements. It's a daunting task that leaves many leaders and entrepreneurs wondering, "How do I guide my business towards sustainable growth?" This question serves as the cornerstone of our latest episode of Fordify LIVE!, featuring Rick Fox. In an engaging discussion with Ford Saeks, Rick Fox shares practical strategies and his extensive experience in driving business growth. The episode delves into the critical mindset shifts that leaders need to navigate the complexities of today's market successfully. Ford and Rick explore how confidence in leading through change is not just about reacting to market forces but proactively transforming challenges into growth opportunities. Ford and Rick highlight the importance of empowering teams, underscoring that innovation is not just the result of individual genius but the outcome of cultivating an environment where team members are equipped and motivated to bring forward groundbreaking ideas. They also discuss the significance of anticipating customer needs, a strategy that positions businesses to meet and exceed expectations in a landscape where customer preferences evolve rapidly. Additionally, Rick provides insights into the art of strategic leadership, emphasizing that fostering a culture that embraces change is crucial for success. He shares from his journey, offering listeners a perspective on how to implement these strategies within their organizations for sustained growth. Ford and Rick discuss actionable strategies for businesses to harness the potential within their teams and align their operations with the trajectory of market demand and technological advancements. This episode is a must for those seeking to refine their approach to leadership and business strategy in pursuit of excellence and growth. Watch the full interview on YouTube. In an age where information is abundant, finding guidance that not only enlightens but also empowers is rare. This episode offers just that—a blend of inspiration, strategy, and actionable insights. Whether you're a seasoned entrepreneur, a budding leader, or anyone in between, this episode is a goldmine of knowledge that addresses the heart of driving business growth in today's fast-paced market. Don't let the pace of change intimidate you. With the right strategies, mindset, and leadership, the path to business success is clearer than you think. Fordify LIVE! continues to be a beacon for professionals seeking to elevate their business expertise, with Ford at the helm guiding listeners through the intricacies of business growth, leadership, and innovation. Join us live every Wednesday at 11AM Central on your favorite social platforms for more episodes that promise to transform the way you approach business. Additionally, catch The Business Growth Show Podcast every Thursday for a weekly infusion of wisdom, strategies, and actionable advice to propel your business forward. About Rick Fox: Rick Fox brings to the table a wealth of expertise in the insurance industry, fueled by his foundational experience of creating a thriving independent insurance agency early in his career. As the Chief Revenue Officer of Brightway, Rick's role is instrumental in fostering growth and enhancing the operational efficiency of the company. He is dedicated to identifying new avenues for product offerings, revenue generation, and overall expansion, ensuring a seamless experience for customers and a supportive environment for agency growth. Before his current role at Brightway, Rick made significant contributions to the insurance sector as the Head of Agency Sales at Vertafore, a leading provider of insurance software solutions. He also lent his expertise as the President of Agency Revolution, where he specialized in automating and marketing strategies for agencies. Rick's deep-seated knowledge and experience have made him a key player in driving value and uncovering growth opportunities for agents and insurance carrier partners alike at Brightway. Rick's approach to leadership in the insurance industry is characterized by a keen understanding of the agency experience and a relentless pursuit of excellence in serving both agents and customers. His strategic vision and innovative strategies continue to propel Brightway forward, setting new benchmarks in the insurance sector. About Ford Saeks Ford Saeks stands as a testament to the power of innovative thinking and strategic action in the business world. With a career spanning over two decades, Ford has catalyzed success for a diverse range of companies, from ambitious start-ups to established Fortune 500 giants, generating over a billion dollars in worldwide sales. As the visionary President and CEO of Prime Concepts Group, Inc., his expertise has been pivotal in transforming businesses, empowering them to attract a dedicated customer base, amplify their brand presence, and spark continuous innovation. Ford's entrepreneurial spirit has led him to found more than ten companies, author five influential books, secure three U.S. patents, and garner a host of industry accolades. Beyond his remarkable business achievements, Ford has emerged as a leading figure in AI prompt engineering. He is celebrated for his ability to leverage artificial intelligence, particularly ChatGPT, to create compelling content that captivates audiences and drives unparalleled engagement and business results. His insights into the convergence of AI with operations, marketing, sales, and customer experience have illuminated paths to success for businesses at the “Unleash AI for Business Summit” and beyond. Discover more about Ford Saeks and his contributions to the business and AI landscape at ProfitRichResults.com, and catch a glimpse of his innovative strategies in action at Fordify.tv.

Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer's professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer. She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting. Her initial steps into the corporate world at Honeywell Aerospace as a cost accountant laid the groundwork for years of steady career advancement. Yet, it was her transition from accounting to a more dynamic role in financial planning and analysis (FP&A) that sparked her true passion—driving business forward through strategic finance. Sawyer's tenure in the Yellow Pages industry during its transformational phase sharpened her skills in business transformation and strategic partnership, preparing her for the challenges ahead. However, it was an opportunity at insurance software provider Vertafore that finally aligned her with a CEO mentor, whom she greatly admired. This relationship deepened her expertise in operational excellence and marked a decisive step toward achieving her eventual CFO ambitions. 

Die Themen im heutigen Versicherungsfunk Update sind: Altersvorsorge und Sparen gewinnen 2024 an Bedeutung 14 Prozent der Deutschen wollen in den kommenden zwölf Monaten mehr Geld für Altersvorsorge und Sparen ausgegeben. Mehr als jeder Fünfte in den Altersgruppen der 25 bis 34-Jährigen und 35 bis 44-Jährigen wollen mehr in Sparpläne, ETFs oder Rentenversicherungen anlegen. Auch die jungen Erwachsenen unter 25 zeigen sich vorsorgefreudig: hier will mit 19 Prozent knapp jeder Fünfte in den kommenden zwölf Monaten mehr in die private Vorsorge investieren. Insgesamt wollen mehr Männer (16 Prozent) als Frauen (12 Prozent) mehr sparen und fürs Alter vorsorgen. Das zeigt eine YouGov-Umfrage im Auftrag der Axa. Rekordschäden durch Gewitter Weltweit verursachten Naturkatastrophen 2023 Schäden von rund 250 Milliarden Dollar (Vorjahr 250 Milliarden Dollar). Davon waren 95 Milliarden Dollar (Vorjahr 125 Milliarden Dollar) versichert. Die Schadenbilanz war von vielen regionalen Unwettern geprägt. Noch nie wurden in Nordamerika und in Europa derart hohe Gewitterschäden verzeichnet: Werte von rund 66 Milliarden Dollar wurden in Nordamerika zerstört, 50 Milliarden Dollar waren versichert. In Europa betrugen die Gesamtschäden zehn Milliarden Dollar, davon waren acht Milliarden Dollar versichert. Das geht aus Zahlen der Munich Re hervor. Thinksurance holt Top-Managerin in den Beirat Das Insurtech Thinksurance gibt die Ernennung von Michele Shepard zur neuen Vorsitzenden des Beirats bekannt. Die US-Amerikanerin war zuletzt als Chief Commercial Officer bei dem Finanzsoftwareunternehmen Paya tätig. Zuvor hatte sie die Rollen der Chief Revenue Officer bei den international erfolgreichen InsurTech-Unternehmen Insurity und Vertafore inne. DFV mit neuer Generalbevollmächtigten Die DFV Deutsche Familienversicherung AG hat Viktoria Knoll für die Bereiche Marketing, Personal und Produktentwicklung zur Generalbevollmächtigten berufen. Sie ist als Chief Commercial Officer (CCO)/Chief HR Officer (CHRO) ab sofort Mitglied der Geschäftsleitung und stärkt mit Ihren neuen Verantwortungsbereichen den Vorstand der DFV. Die staatlich geprüfte Kommunikationswirtin ist seit 1. April 2022 als Head of Marketing tätig. In ihrer neuen Funktion wird die 33-jährige zusätzlich für die Bereiche Personal und Produktentwicklung verantwortlich sein. Versicherungsfreier bAV-Durchführungsweg weiter stark auf Wachstumskurs Der konstant hohe Nachfrage-Trend nach Konzepten im versicherungsfreien Durchführungsweg der betrieblichen Altersvorsorge ist ungebrochen. Wie der Bundesverband pauschaldotierte Unterstützungskasse mitteilt, verzeichneten die Anbieter und Konzeptionäre der Branche nach drei Rekordjahren in Folge auch im Jahr 2023 wieder ein durchschnittliches Umsatzwachstum von knapp 20 Prozent gegenüber dem Vorjahr. Ecclesia verstärkt ihre Geschäftsleitung Die Ecclesia Gruppe erweitert ihre Geschäftsleitung. Zum 1. Januar 2024 wurde Birgit Aspin in die Geschäftsleitung der Ecclesia Gruppe bestellt und verantwortet als Chief People Officer den Bereich Personal der gesamten Unternehmensgruppe. Am 1. Juli 2024 folgt Thomas Olaynig, der die Leitung des Ressorts „Produkt- und Portfoliomanagement“ der Ecclesia Gruppe übernimmt. Beide berichten in ihren neuen Rollen direkt an Jochen Körner, CEO der Ecclesia Gruppe.

Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/ Vertafore: https://www.vertafore.com LAUNCH: https://getlaunch.io Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515 Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale. THAT'S WHERE LAUNCH COMES IN. Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market. Visit https://getlaunch.io to learn more.

Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more.Enjoy the episode!Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.comEllerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.comVertafore: https://www.vertafore.comLAUNCH: https://getlaunch.ioElliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278aSydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bbThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

In this week's episode we are celebrating a milestone. Episode 200!!! We invited none other than our Mayor of Insurance Town, Heath Shearon's good friend, colleague and sis, Sydney Roe of Vertafore. WE get into talking Triathlons, and her big accouncement there, we talk demand gen Marketing and so much more. This is a fun Milestone episode!! Sponsors:Smart ChoiceCanopy ConnectManscaped Olde School Marketing

The Three Phases of Teresa Chia's Career: Teresa Chia's journey to becoming a CFO is divided into three distinct phases. The first saw her honing her skills in investment banking and private equity at Credit Suisse in NYC. The second found her in the insurance industry, where she discovered her passion for the field and learned about its complexity and regulatory aspects. The most recent phase has seen her also serving on the boards of various companies, a testament to her industry connections and expertise. The Shift in Focus: After two decades of focusing on strategy and capital deployment, Chia felt a shift in her interests. She wanted to be more involved in the execution of growth plans and building the infrastructure for such growth. This led her to the role of a CFO, where she could leverage her finance knowledge while also contributing to strategic execution.

Recorded LIVE from IndieTech 2023! In this episode, James talks with Doug Mohr, Vice President of Industry Relationships and Partnerships at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.

Recorded LIVE from IndieTech 2023! In this episode, James talks with Doug Mohr, Vice President of Industry Relationships and Partnerships at Vertafore. To learn more about Vertafore, visit https://www.vertafore.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe.

In this episode, James talks with Oliver Connor, Board Member of NetVU. To learn more about NetVU, visit https://www.netvu.org/web. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Oliver explains the unique dynamic between Vertafore and NetVU, and how the Accelerate conference is a collaboration between the two organizations to ensure their members get the best experience possible. (6:13) Oliver discusses the year-long planning process for the Accelerate 2024 conference. (8:58) Oliver explains the relationship between Vertafore and NetVU, and how being part of the NetVU family means being part of a larger community of users. (17:53) Oliver shares how NetVU is combating conference fatigue and delivering a compelling conference experience. (20:18) Oliver emphasizes the importance of building relationships and communicating with others in the industry, and how NetVU provides a platform for users to connect with each other and with carriers. (24:03) Key Quotes: “It's very much a year-long commitment to the members, as a joint effort between Vertafore and NetVU, to make sure that everybody's got a place. And all of these things can happen simultaneously in different rooms in different buildings. It's almost overwhelming. But I think that's what sets it apart is that it's a collaboration.” - Oliver Connor “The NetVU family is users, was users, will be users, right? And we're all in it together. We're just trying to find the best solution.” - Oliver Connor

In this episode, James talks with Oliver Connor, Board Member of NetVU. To learn more about NetVU, visit https://www.netvu.org/web. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Oliver explains the unique dynamic between Vertafore and NetVU, and how the Accelerate conference is a collaboration between the two organizations to ensure their members get the best experience possible. (6:13) Oliver discusses the year-long planning process for the Accelerate 2024 conference. (8:58) Oliver explains the relationship between Vertafore and NetVU, and how being part of the NetVU family means being part of a larger community of users. (17:53) Oliver shares how NetVU is combating conference fatigue and delivering a compelling conference experience. (20:18) Oliver emphasizes the importance of building relationships and communicating with others in the industry, and how NetVU provides a platform for users to connect with each other and with carriers. (24:03) Key Quotes: “It's very much a year-long commitment to the members, as a joint effort between Vertafore and NetVU, to make sure that everybody's got a place. And all of these things can happen simultaneously in different rooms in different buildings. It's almost overwhelming. But I think that's what sets it apart is that it's a collaboration.” - Oliver Connor “The NetVU family is users, was users, will be users, right? And we're all in it together. We're just trying to find the best solution.” - Oliver Connor

James Thom, Vertafore's Chief Product Officer, candidly shares the challenges and opportunities for one of the largest tech providers in insurance. You'll walk away from this episode with a better grasp on the insurtech conversation and how Vertafore plans to dominate it in 2023:  What are the biggest challenges facing any insurtech in 2023?  Which of those challenges is Vertafore facing head-on? Why data islands are killing efficiency Why our Amazon bet was the right move Why API development is a priority How we plan to win the commercial rating game What the best Canadian candy bar is 

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Syd Roe, Director, Agency Marketing of Vertafore. Syd and Teresa talk about her journey in the insurance space and how that journey is helping Vertafore market forward. Episode Highlights: Syd explains that she wanted to help tell the story of the independent agent in a way that made people feel like the rock stars they are. (2:30) Syd shares how her insurance career started, the companies she worked with, and how she grew in the insurance industry. (4:23) Syd mentions that she believes in small businesses because that is where her heart is, and she wants to use that to help Vertafore re-envision how it interacts with the industry. (14:20) Teresa explains that one of the things she loves about the insurance industry is that people can choose the type of environment they want to work in. (18:35) Syd believes that what she does in her personal life can give her either a competitive advantage or provide difficulty in her professional life. (21:43) Syd believes that the Power Women In Insurance podcast helps women recognize that there is more room for women in the insurance sector. (32:34) Teresa mentions she loves bringing in folks who work for large firms and other organizations so that listeners can see and hear about their corporate journeys. (32:25) Syd mentions that one of the things they're focusing on is having the marketing team serve as the voice of the client inside Vertafore in order to develop stronger relationships. (37:19) Key Quotes: “I wanted to be able to be a part of telling the story of the independent agent and really making them cool, like making people feel like freaking rockstars. Because that's who we are at the end of the day.” - Syd Roe “I believe in small business, that's where my heart is, and it still is where my heart is. I think in many ways when I came to Vertafore, I wanted to bring that heart and soul into the company, and start to help Vertafore re-envision how it interacts with the industry, right? Not as just this machine, not as Goliath, but as a different sort of player in the space.” - Syd Roe “I do see my personal and professional as balanced, but not separated…For me, things that I do in my personal life can create a competitive edge, or can, you know, become a challenge for me in my professional life, and I have to be really conscious of the choices that I'm making in my personal life because they will affect my professional life.” - Syd Roe Resources Mentioned: Syd Roe LinkedIn Vertafore Contact Teresa Kitchens Sterling Insurance Group

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Syd Roe, Director, Agency Marketing of Vertafore. Syd and Teresa talk about her journey in the insurance space and how that journey is helping Vertafore market forward. Episode Highlights: Syd explains that she wanted to help tell the story of the independent agent in a way that made people feel like the rock stars they are. (2:30) Syd shares how her insurance career started, the companies she worked with, and how she grew in the insurance industry. (4:23) Syd mentions that she believes in small businesses because that is where her heart is, and she wants to use that to help Vertafore re-envision how it interacts with the industry. (14:20) Teresa explains that one of the things she loves about the insurance industry is that people can choose the type of environment they want to work in. (18:35) Syd believes that what she does in her personal life can give her either a competitive advantage or provide difficulty in her professional life. (21:43) Syd believes that the Power Women In Insurance podcast helps women recognize that there is more room for women in the insurance sector. (32:34) Teresa mentions she loves bringing in folks who work for large firms and other organizations so that listeners can see and hear about their corporate journeys. (32:25) Syd mentions that one of the things they're focusing on is having the marketing team serve as the voice of the client inside Vertafore in order to develop stronger relationships. (37:19) Key Quotes: “I wanted to be able to be a part of telling the story of the independent agent and really making them cool, like making people feel like freaking rockstars. Because that's who we are at the end of the day.” - Syd Roe “I believe in small business, that's where my heart is, and it still is where my heart is. I think in many ways when I came to Vertafore, I wanted to bring that heart and soul into the company, and start to help Vertafore re-envision how it interacts with the industry, right? Not as just this machine, not as Goliath, but as a different sort of player in the space.” - Syd Roe “I do see my personal and professional as balanced, but not separated…For me, things that I do in my personal life can create a competitive edge, or can, you know, become a challenge for me in my professional life, and I have to be really conscious of the choices that I'm making in my personal life because they will affect my professional life.” - Syd Roe Resources Mentioned: Syd Roe LinkedIn Vertafore Contact Teresa Kitchens Sterling Insurance Group

Like other industry disruptions preceding it, the InsurTech movement was widely viewed as a threat to the existence of the independent agency channel.  Thus far, the independent agent has proven to be an invaluable component in meeting client needs and expectations. Still, technology advances are the ecosystem in which they must operate – together with their carrier and digital partners. In this panel, leaders representing the three components of this dynamic, IA's, carriers, and tech, share their thoughts on how to make the customer journey a smoother one and why collaboration is a win-win for all parties. Don't miss this conversation... Episode Highlights: Ryan introduces his guests: Amy Zupon, CEO of Vertafore, Tyler Asher, President of IA Distribution for Liberty Mutual, and Matt Masiello, CEO of SAA. Amy Zupon mentions that the increasing amount of M&A in the industry is catching her attention right now. (8:50) Amy Zupon explains that there is a huge amount of money invested in the space right now, and she sees this trend continuing. (11:07) Matt Masiello shares that we are currently seeing a lot of exclusive business channels being converted to independent agency channels. (13:25) Tyler Asher explains that in the next few years, what he sees is better quality service and continuous growth in market share. (15:55) Matt Masiello believes that small businesses need to be a part of other organizations to remain small and independent. (22:27) Amy Zupon explains that as a software company, they believe in an open platform, and they belong to groups where they participate with tech companies that are similar to them. (27:12) Amy Zupon explains that the Orange Partner Program's concept is to be open and to establish relationships because the partnership is about trust and communication. (33:06) Matt Masiello mentions that partnership has two bookends, first, you have to like your partner, and second, you have to have the same goal as them. (37:40) Tyler Asher shares that the agents, carriers, technology providers, and vendors still have a lot of work to do when it comes to integration. (45:24) Tyler Asher explains that retention is materially higher when customers engage in online digital capabilities for service. (54:24) Matt Masiello shares that the two things independent agencies can do to scale their business are lead generation and digitization. (57:47) Key Quotes: "We did start that Orange Partner Program with the philosophy of being open and building on relationships and collaborating with others to build things." - Amy Zupon "To really grow, it means taking a look at the digital resources that are out there and getting them into your agency, which includes building a digital brand, whether you're in a geographic market, or a digital market." - Matt Masiello "I think right now, the biggest gap is making sure that we're serving customers in the way they need to be served today." - Tyler Asher Resources Mentioned: Amy Zupon LinkedIn Matt Masiello LinkedIn Tyler Asher LinkedIn Vertafore SIAA Liberty Mutual Insurance Reach out to Ryan Hanley

Like other industry disruptions preceding it, the InsurTech movement was widely viewed as a threat to the existence of the independent agency channel.  Thus far, the independent agent has proven to be an invaluable component in meeting client needs and expectations. Still, technology advances are the ecosystem in which they must operate – together with their carrier and digital partners. In this panel, leaders representing the three components of this dynamic, IA's, carriers, and tech, share their thoughts on how to make the customer journey a smoother one and why collaboration is a win-win for all parties. Don't miss this conversation... Episode Highlights: Ryan introduces his guests: Amy Zupon, CEO of Vertafore, Tyler Asher, President of IA Distribution for Liberty Mutual, and Matt Masiello, CEO of SAA. Amy Zupon mentions that the increasing amount of M&A in the industry is catching her attention right now. (8:50) Amy Zupon explains that there is a huge amount of money invested in the space right now, and she sees this trend continuing. (11:07) Matt Masiello shares that we are currently seeing a lot of exclusive business channels being converted to independent agency channels. (13:25) Tyler Asher explains that in the next few years, what he sees is better quality service and continuous growth in market share. (15:55) Matt Masiello believes that small businesses need to be a part of other organizations to remain small and independent. (22:27) Amy Zupon explains that as a software company, they believe in an open platform, and they belong to groups where they participate with tech companies that are similar to them. (27:12) Amy Zupon explains that the Orange Partner Program's concept is to be open and to establish relationships because the partnership is about trust and communication. (33:06) Matt Masiello mentions that partnership has two bookends, first, you have to like your partner, and second, you have to have the same goal as them. (37:40) Tyler Asher shares that the agents, carriers, technology providers, and vendors still have a lot of work to do when it comes to integration. (45:24) Tyler Asher explains that retention is materially higher when customers engage in online digital capabilities for service. (54:24) Matt Masiello shares that the two things independent agencies can do to scale their business are lead generation and digitization. (57:47) Key Quotes: "We did start that Orange Partner Program with the philosophy of being open and building on relationships and collaborating with others to build things." - Amy Zupon "To really grow, it means taking a look at the digital resources that are out there and getting them into your agency, which includes building a digital brand, whether you're in a geographic market, or a digital market." - Matt Masiello "I think right now, the biggest gap is making sure that we're serving customers in the way they need to be served today." - Tyler Asher Resources Mentioned: Amy Zupon LinkedIn Matt Masiello LinkedIn Tyler Asher LinkedIn Vertafore SIAA Liberty Mutual Insurance Reach out to Ryan Hanley

Like other industry disruptions preceding it, the InsurTech movement was widely viewed as a threat to the existence of the independent agency channel. Thus far, the independent agent has proven to be an invaluable component in meeting client needs and expectations. Still, technology advances are the ecosystem in which they must operate – together with their carrier and digital partners.In this panel, leaders representing the three components of this dynamic, IA's, carriers, and tech, share their thoughts on how to make the customer journey a smoother one and why collaboration is a win-win for all parties.Don't miss this conversation...Episode Highlights: Ryan introduces his guests: Amy Zupon, CEO of Vertafore, Tyler Asher, President of IA Distribution for Liberty Mutual, and Matt Masiello, CEO of SAA. Amy Zupon mentions that the increasing amount of M&A in the industry is catching her attention right now. (8:50) Amy Zupon explains that there is a huge amount of money invested in the space right now, and she sees this trend continuing. (11:07) Matt Masiello shares that we are currently seeing a lot of exclusive business channels being converted to independent agency channels. (13:25) Tyler Asher explains that in the next few years, what he sees is better quality service and continuous growth in market share. (15:55) Matt Masiello believes that small businesses need to be a part of other organizations to remain small and independent. (22:27) Amy Zupon explains that as a software company, they believe in an open platform, and they belong to groups where they participate with tech companies that are similar to them. (27:12) Amy Zupon explains that the Orange Partner Program's concept is to be open and to establish relationships because the partnership is about trust and communication. (33:06) Matt Masiello mentions that partnership has two bookends, first, you have to like your partner, and second, you have to have the same goal as them. (37:40) Tyler Asher shares that the agents, carriers, technology providers, and vendors still have a lot of work to do when it comes to integration. (45:24) Tyler Asher explains that retention is materially higher when customers engage in online digital capabilities for service. (54:24) Matt Masiello shares that the two things independent agencies can do to scale their business are lead generation and digitization. (57:47) Key Quotes: "We did start that Orange Partner Program with the philosophy of being open and building on relationships and collaborating with others to build things." - Amy Zupon "To really grow, it means taking a look at the digital resources that are out there and getting them into your agency, which includes building a digital brand, whether you're in a geographic market, or a digital market." - Matt Masiello "I think right now, the biggest gap is making sure that we're serving customers in the way they need to be served today." - Tyler Asher Resources Mentioned: Amy Zupon LinkedIn Matt Masiello LinkedIn Tyler Asher LinkedIn Vertafore SIAA Liberty Mutual Insurance Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Fox, Head of Agency Sales for Vertafore, joins Brent to talk about how agencies can leverage the power of technology for relationship building with their clients. Listen in for tips on how to: - Get the best bang for your buck when your agency eventually gets acquired - Give staff 30% to 40% more time back, so they can go build more loyal customers - Making tech scalable for your agency - Making your agency more attractive to clients and future employees - Build a user experience that is modern and will scale to whatever happens in the future. Let's gain efficiency and give back more time to your team to go build loyal relationships with Rick Fox, now. To read the transcript of this episode, visit https://www.sitkins.com/blog/building-effective-relationships-with-tech-interview-with-rick-fox-of-vertafore To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Visiting with agency tech executive Joyce Sigler is akin to a yoga session with a mensch and a sherpa. She will stretch your mind, provide sound advice, and … Read More » The post Change Is Your Friend appeared first on Insurance Journal TV.

Visiting with agency tech executive Joyce Sigler is akin to a yoga session with a mensch and a sherpa. She will stretch your mind, provide sound advice, and … Read More » The post Change Is Your Friend appeared first on Insurance Journal TV.

In this episode, I brought on a guest. Rick Fox who is the Head of Agency Sales for Vertafore. Here was my list of questions that we worked through: Tell me about yourself and how you got into the exciting world of insurance.Tell me about Vertafore.  Give me a little history of the company, how […] The post Simply Explaining Insurance #223- Rick Fox appeared first on Dietz Agency.

Ed Roshitsh is the CEO of Brightfin, one of the fastest growing Inc 5000 companies. Ed is also the author of Leadership book Solid Handshake and created an increase of 3 billion in shareholder value for multiple PE Portfolio Companies including  Blackbaud, Vertafore and PointClickCare. Brightfin were put together by a private equity firm out of Chicago in the peak of the Pandemic. They had a hypothesis about the market and put three separate companies together to create Brightfin who now hold a revenue between 32 and 36 million. KEY TAKEAWAYS Brightfin are an IT expense management system, they've created just one platform to manage your mobile, telecom and cloud investments. Brightfin are the only company in the world that offers company expense management built on top of the service/workflow architecture. Word of mouth, client referrals and unique products are what Brightfin rely on to market themselves, they are solution led. Frequently referrals turn into clients and their great product almost sells itself too. A multi-fronted marketing approach that is measurable is essential to building a predictable revenue. If you collect data accurately, focus on the right metrics and reverse engineer, then you can start to build a predictable revenue path. The world of marketing has changed. You didn't have all the tools and sophistication of today 20 years ago but you were able to simply call people and reach them. Brightfin have 10 operating principles that their team all adhere to. This helps create a team that is aligned and working towards the same goals and aspirations. Resource is a challenge in every company. You don't have enough resources to do and fix everything you want to. It's about prioritising what matters right now in the business and focusing on that to drive you forward.   BEST MOMENTS  “You can build a pretty good and predictable revenue path by reverse engineering how much you need of x, y and z” “Right now the hardest work is to cut through the noise on your website digitally” “Collaboration and consensus building is what helps us get to the best decisions” “Bad news should travel faster than good so we can fix it”   Do You Want The Closing Secrets That Helped Close Over $125 Million in New Business for Free?"  Grab them HERE: https://www.whalesellingsystem.com/closingsecrets   Ryan Staley Founder and CEO Whale Boss 312-848-7443 ryan@whalesellingsystem.com www.ryanstaley.io  Saas, Saas growth, Scale, Business Growth, B2b Saas, Saas Sales, Enterprise Saas, Business growth strategy   EPISODE RESOURCES https://www.linkedin.com/in/roshitsh/ https://www.brightfin.com/resources/team_member/ed-roshitsh/   ABOUT THE SHOW How do you grow like a VC backed company without taking on investors? Do you want to create a lifestyle business, a performance business or an empire? How do you scale to an exit without losing your freedom? Join the host Ryan Staley every Monday and Wednesday for conversations with the brightest and best Founders, CEO's and Entrepreneurs to crack the code on repeatable revenue growth, leadership, lifestyle freedom and mindset. This show has featured Startup and Billion Dollar Founders, Best Selling Authors, and the World's Top Sales and Marketing Experts like Terry Jones (Founder of Travelocity and Chairman of Kayak), Andrew Gazdecki (Founder of Micro Acquire), Harpaul Sambhi (Founder of Magical with a previous exit to Linkedin) and many more. This is where Scaling and Sales are made simple in 25 minutes or less. © PLEASE NOTE: This communication and any attachments is the copyright of the sender and contains information which is confidential and for the exclusive use of the intended recipient(s). The sender does not accept responsibility for any loss or damage resulting directly or indirectly from the use of this e-mail or its contents or any attachments. All communications and the contents and attachments of this email are herein are made WITHOUT PREJUDICE and without liability on the sender or Progressive Property Ventures LLP nor is any liability accepted for the consequences of any action taken on the basis of information provided in this message or its attachments. The contents of this message also may not be used for any legal purpose or as evidence in legal proceedings without the express written consent of a partner of Progressive Property Ventures LLP.   Any views or opinions presented in this e-mail are solely those of the author and do not represent those of Progressive Property Ventures LLP.   Progressive Property Ventures LLP  Company Number OC361197, VAT number: 110742655 Registered office: Unit 10, Office Village, Hampton, Peterborough PE7 8GX. Support the show: https://www.linkedin.com/in/ryan-staley/ See omnystudio.com/listener for privacy information.

What's the meaning of all that customer data in your agency technology system? It just sits there, right? No! We should turn that data into knowledge and wisdom. … Read More » The post Agency Data is Money! appeared first on Insurance Journal TV.

What's the meaning of all that customer data in your agency technology system? It just sits there, right? No! We should turn that data into knowledge and wisdom. … Read More » The post Agency Data is Money! appeared first on Insurance Journal TV.

For this week's special episode, the VIP recorded live at Accelerate, powered by NetVU, with a panel of insurance experts. Joining Rick Fox on the panel was Syd Roe, Vertafore's director of agency marketing, Jessica Jeffress, chairwoman of NetVU, and Michael Lebor, CEO of InsuranceGiG.   During this live video recording, the panel dove into all things InsurTech, including where we stand in 2022, why independent agencies are not dead or dying, and what agencies can look forward to as they navigate the unlimited tech choices at their fingertips.   See the video of the episode here! 

​According to a new study from Safeco Insurance and Liberty Mutual Insurance shows, 60% of employees in agencies are women, yet, they are underrepresented in leadership roles. The report also found that 1 in 4 female frontline staff don't feel they are given equal opportunity in their agency and more than one-third of female agency principals say they are often the only woman in the room. On this episode of Agency Nation Radio, we meet three women who are leaders in the independent agency channel. These women's accomplishments illustrate the opportunities for women in the insurance industry, and their experiences represent the work that remains to be done to achieve parity. This episode features insight on women in the channel from Liz Nguyen, Vertafore's first female CTO; Crista Walker, vice president of agent engagement at Liberty Mutual and Safeco; and Kate Ferri Dawson, President of Ferri Dawson Insurance Group in Murrysville, Pennsylvania. Welcome to Declaration of Independents on Agency Nation Radio where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure-- stories that helped make them the professionals they are today. From main street USA, to the pages of Independent Agent Magazine. Today's episode is narrated by Jana Foster, Owner of Nevada Insurance Agency Group, brought to you exclusively by Agency Nation Radio. Visit our website www.iamagazine.com/podcasts for more episodes, show notes and guest contact information.

Abe Boling sits down with Kayla Greenwalt, Vertafore's Vice President of Marketing, to talk about the Accelerate Conference, being held in Denver Colorado from March 28-31. Sign up to register here: https://www.mcisemi.com/netvu2022/

BJ Schaknowski is a seasoned software industry executive, with over 20 years of experience in leadership roles across a wide variety of operating functions. Before joining symplr, BJ served as the Chief Sales & Marketing Officer at Vertafore, the world's leading provider of insurance technology. Prior to that, BJ spent four years at LexisNexis Software Solutions in progressively ascending roles, culminating as its SVP Marketing, Sales & Services. He held numerous senior and global leadership roles earlier in his career at CA Technologies, Intuit, and Sage Software. BJ brings his dedication to creating balanced value and outcomes for employees, customers, and shareholders to the symplr community. He earned a BA in Communications from the State University of New York at Geneseo and his MBA at the University of Georgia – Terry College of Business. BJ served in the United States Marine Corps infantry as an enlisted reservist for 8 years.

Kat Ternes, VP of Revenue, hops on less than 24 hours after the acquisition announcement to give a behind-the-scenes on what's next for AgencyZoom. Why did Vertafore acquire? Will the original team stay? What should agents expect?

Director of Data Science at Vertafore, Scott Ziemke joins Wendy on this week's episode of Would You Data Scientist to get in depth about data science in the insurance field. Find out how data differs from sector to sector, how it’s sometimes the same, and how data differs from academia to the world of work. KEY TAKEAWAYS Vertafore has the largest insurance policy data set in the world. One of the biggest use cases in insurance data science is re-marketing, essentially catching people who may leave for a better deal elsewhere and targeting them with something to incentivise them to stay. Academic data sets still don’t measure in complexity to an enterprise data set. The scale and size of the data problems are much greater in the industry than people are used to seeing while studying. Some kinds of data science apply to all businesses. For example, every company has a HR department and there is HR data science. If you’re looking to get into data science then get experience hands on with a real-life data set. Employers will generally look for the person with experience rather than just the learning. BEST MOMENTS ‘All our competitors use data’ ‘Analytics can do something that a human could never process’ ‘Most people don’t have good data’ ‘How do you populate your résumé with experience as quick as possible’ EPISODE RESOURCES https://www.linkedin.com/in/scottcziemke/ https://www.vertafore.com/ ABOUT THE GUEST Scott Ziemke: “I am a hands-on, analytics leader with over twelve years of expertise in data science and innovative analytics strategy.From small-scale projects to industry-changing initiatives, I have spent my career providing services and building products using data science algorithms and technologies. My passion is leading teams that acquire, engineer, and monetize data.Vertafore is an industry-leading SaaS fintech, part of the Roper Technologies portfolio.” VALUABLE RESOURCES LinkedIn Qwerk Recruitment Website @qwerkrec on socials ABOUT THE HOST Wendy Gannon started Qwerk Recruitment in the middle of the Covid Pandemic to disrupt the recruitment sector with ETHICAL data recruitment and treat everyone with love, dignity and respect. Avid Music photographer of 15 years. PODCAST DESCRIPTION Interviewing successful Data Scientists to find out about their journey into Data Science and any struggles they’ve faced to help next generation Data Scientists from all walks of life to access their dream career.See omnystudio.com/listener for privacy information.

Adapted for the podcast from our Elevate Trilogy Data Conference from July, is this exclusive interview being released to the public for the first time. This one features Vertafore CEO Amy Zupon as she sits down with Big "I" president & CEO Bob Rusbuldt in an informal and candid discussion on the data and tech priorities and issues facing the independent agency channel and our industry. Hear how data and analytics have changed the way agencies operate. This session explores the technologies and innovations that generate real value for agencies and the end-insured, as well as technologies that right now are still more hype than substance.

In this episode of The Insurance Technology Podcast, Reid speaks to David Wroe about how APIs have the potential to be the most impactful piece of technology for the insurance industry to date. Get a free lesson from an industry heavyweight on how APIs give insurers more options to adopt new technology in smaller pieces.Episode HighlightsA little bit of history and big names in the industry (9:21)The most impactful piece of tech (11:13)David's plans for today and tomorrow (13:24)Quote“There's all kinds of investments going into artificial intelligence, big data, et cetera, but I really come back to the APIs. What's happening is that the whole insurtech momentum is spawning so much innovation. So many other ideas, all of which are sort of a small scale. Something needs to be able to put them all together to create a greater value than anyone individually. In APIs, we have the potential to do that.”About the GuestDavid has spent his career in the insurance industry with a focus on technology. He was very involved in the creation of the first agency carrier interface, the formation of ACORD AL3, and the birth of IVANS. For many years he was the Chairman and CEO of Agency Management Services now Vertafore. He was the Senior Vice President and Chief Technology Officer for CNA Insurance Companies in Chicago. Today, as President of Clareworks, he remains very active consulting with and sitting on the boards of a number of private equity backed technology companies in the property and casualty insurance space.  Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

In this episode of The Insurance Technology Podcast, Reid speaks to David Wroe about why decisions made early in the evolution of the insurance industry have kept it from reaching its true potential. Tune in for David's take on where and why collaboration initiatives failed and the tremendous impact it's had on standardization and automation across the industry.  Episode HighlightsDavid's journey into insurtech (2:12)The birth of interface and AL3 (4:52)A consortium of 7 insurers built AMS (7:45)The thread of opposing solutions (9:50)Factors of AMS growth (13:20)About the GuestDavid has spent his career in the insurance industry with a focus on technology. He was very involved in the creation of the first agency carrier interface, the formation of ACORD AL3, and the birth of IVANS. For many years he was the Chairman and CEO of Agency Management Services now Vertafore. He was the Senior Vice President and Chief Technology Officer for CNA Insurance Companies in Chicago. Today, as President of Clareworks, he remains very active consulting with and sitting on the boards of a number of private equity backed technology companies in the property and casualty insurance space.  Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

In this episode of The Insurance Technology Podcast, the legendary Dennis Chookaszian returns to talk to Reid about the evolution of agency management systems. Going back to the days when long hair and bell-bottoms were in fashion, Dennis walks us through the fascinating history of the management system – from computer punch cards right up to today's two insurance software titans, Applied Systems and Vertafore. You'll be amazed by the people involved, who went on to build some of the biggest insurance technology companies in the world. Episode Highlights The early days of agency management with Hollerith punch cards (2:05)Dennis' involvement in the development of the management system (6:45)Trying to put together a deal between Applied and AMS (11:09) Some of the creative companies that were offshoots (16:18)Core problems that still exist (24:58)Insurance technology trends Dennis sees now (27:54)About the GuestDennis Chookaszian is an Adjunct Professor at the University of Chicago Booth School of Business and teaches courses in Corporate Governance. Before his professorship, he was with CNA Insurance for 26 years, serving as chairman and CEO for seven years, then chairman of the executive committee for three years. Prior to that, he was President for two years and CFO for 15 years. After CNA, he was chairman and CEO of mPower Inc., an internet financial advisory service. Prior to CNA, Dennis was a management consultant with Deloitte for eight years.Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

In this episode we look at hackers targeting: Vertafore: https://www.vertafore.com/ Animal Jam: https://www.animaljam.com/en 123RF: https://www.123rf.com/ Pluto TV: https://pluto.tv/live-tv/tv-land-sitcoms Lumber Union: https://lumberunion.com/ and more. How could any of these breaches directly affect you? Find out in this episode of Bourbon and Data Breaches!

Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, shares what their most successful agent customers are doing to keep up with the new normal and what top technology solutions are critical to their success. Hosted by our guest podcaster, Kelly Donahue-Piro of Agency Performance Partners.

https://youtu.be/jDPvwlDU-Mc If you are like most agents, you hate having to use 3 or 4 different technology tools to get things done in the agency.  As much as you need an Agency Management System for policy administration and much more, you also need a system for Sales, Contact Management, and Marketing Automation! Now the question is which one?   In this webinar, we will explore one such option. Vertafore's AMS360 and its integration with InsuredMine. The two-way integration allows Vertafore users to push and sync data with the InsuredMine system (real-time) and vice versa. Examples: Sync info from AMS360 to InsuredMine when you want to start a cross-sell campaign Add a contact as a lead in InsuredMine and sync it in real-time with AMS 360 Sync Existing AMS360 user info with InsuredMine. After sync, changes will reflect on every update done in either tool Our Home Page: https://www.inspireanation.org/ The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts in the world by Feedspot; https://blog.feedspot.com/insurance_podcasts/

Rick Fox, former agency owner and and current vice president of agency associations and networks at Vertafore, shares the key to an agent's survival during this time where agents are being forced to adopt technology faster than they anticipated. Hosted by our guest podcaster, Joey Giangola of RPS.

Today's guest served as a Marine for seven years before making his way from plant manager to VP of Sales within four years in the manufacturing industry and making the jump towards technology.   Ben and Michael will be discussing how to make the jump into the tech field, the impact of military service on his professional life, and how founding the Denver Startup Week has affected his career.   ABOUT OUR GUEST Ben Deda has a professional path that includes seven years of service in the Marines. He started his civilian career as the Plant Manager for TruStile Doors becoming the VP of commercial sales in four years. He then made the jump into tech and was the VP of Sales at FullContact, the COO at Galvanize, VP of Marketing for Vertafore and is currently the CEO of Foodmaven. Ben also co-founded the hugely successful Denver Startup Week.   Ben graduated from the University of Notre-Dame with a degree in Mechanical Engineering and an MBA from the University of Denver.   GET IN TOUCH WITH BEN ON LINKEDIN AND TWITTER   THANKS TO OUR SPONSORS Podfly Productions: Podfly.net Veterans of Foreign Wars: VFWpost1.org OC Executive Search: OCExecutiveSearch.com   KEY TAKEAWAYS [1:50] Michael introduces Ben and asks him to share an interesting tidbit about himself — Ben grew up in a town small enough that it didn't require a stoplight and out of which came the founders of two businesses that were sold for over nine figures apiece! He shares what Foodmaven does.   [3:15] 40% of the food produced in the country is wasted, for an estimated 200 billion dollar loss annually. Ben explains Foodmaven's mission in this landscape as well as how some of the varied industries he's worked in have similarities that he was able to use and be more adaptable and sometimes even innovative.   CEO EXPECTATIONS [8:45] Being newly minted, Ben touches on what he expected being a CEO would be as well as the people, preparation and path it took to get him there. He also touches on the great board he can count on to help him navigate the learning curves.   CRITICAL EXPERIENCE [12:59] Ben breaks down the different ways you can get the critical pieces of experience you need in order to get to a CEO position as well as the importance of surrounding yourself well while still being knowledgeable.   THE MOST IMPACTFUL ROLE [15:43] While there wasn't one role that made him the CEO he is today, Ben does highlight a few of the key positions he's held and how they drove his management style and general business knowledge — and that includes his military service.   FOR THE AMBITIOUS VP OUT THERE [18:52] Ben's advice is about figuring yourself out, picking your opportunities and planning your path.   WHEN THINGS DON'T GO AS PLANNED [20:40] Without singling out one specific moment or decision, Ben touches on his broader tendency to make decisions that seem not to follow a straight line and what may have helped him land the CEO position.   DENVER STARTUP WEEK [23:40] Ben shares how it started, with whom, and why — today, it's the largest free entrepreneurial event in North America. He also takes a moment to reflect on the possibilities for the future.   [31:47] Ben speaks to the great network the Denver Startup Week has facilitated for him.   [33:20] Organizing Denver Startup Week has taught Ben a lot about community and that giving up a measure of control is both hard and necessary. He shares how he has now begun to move away from the frontlines and into a board position.   SO YOU WANT TO BUILD AN EVENT? [36:44] Ben shares his best advice for people who may be interested in building an event of their own. He also gives the three rules he uses with new teams: Get stuff done. Don't screw your team. Always assume positive intent.   MILITARY SERVICE [39:59] Ben breaks down how his military career informs who he is as a person and as a leader.   BEST WORST JOB BEN EVER HAD [41:47] Working on a plastic injection molding factory floor gives you some perspective on what a lot of people's lives are like.   BOOKS AND FINAL THOUGHTS [43:59] Ben shares his reading list and a few final thoughts for emerging CXOs.   [46:57] Michael thanks Ben for coming on the podcast to share his insight and closes out the podcast with his favorite takeaways.   We hope you learned something today and enjoyed the conversation. Please give us 5 stars on iTunes and share your comments so we can improve and ask the questions you want to hear.   MENTIONED IN THIS EPISODE Foodmaven Foodmaven board T-Shaped skills Denver Startup Week (Denver Startup Bash) The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers, by Ben Horowitz Ender's Game, by Orson Scott Card   SPECIAL THANKS TO Jalan Crossland for the music Angela Johnson at OC Executive Search Joseph Batty at Podfly Corey Coates at Podfly

In this episode of The Digital Broker, Ryan Deeds talks with BJ Schaknowski, Chief Sales & Marketing Officer at Vertafore about how Vertafore is retooling its products to meet the challenges affecting insurance agencies and how BJ, a former Marine, brings rigor and discipline to his customer service and sales strategies.

In this episode of “The Digital Broker” podcast, Steve and Ryan speak with Chris Roman of Magnum Insurance Agency about transitioning from Vertafore's agency management software, Sagitta (which they had been using for twenty years) to TechCanary, a new, modern solution.

We all use the same tired descriptions to explain why our agency is different from the competition. It's officially time to change that. In this episode of Agency Nation Radio, we break down why the common insurance agency "Brags" are meaningless to the prospects we're hoping to attract and when does differentiate one insurance agency from another. Get more Agency Nation Radio here. This episode of Agency Nation Radio is sponsored by Vertafore —the Leader in Modern Insurance Technology. If you haven't been to the Vertafore website lately, you need to spend some time on the blog. They update that site a couple times a week with information about industry trends and news to keep you ahead of your competition. They have great information for producers, principals and customer service professionals. It's worth spending some time on the site and reading the blog.  Go to Vertafore dot com, check out the blog in the resources section.