How to Approach Agency Technology with Vertafore's Sydney Roe episode artwork

EPISODE · Dec 6, 2023 · 44 MIN

How to Approach Agency Technology with Vertafore's Sydney Roe

from Getting Past the Premium · host Elliot Bassett & Sydney Roe

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.

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.co...

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How to Approach Agency Technology with Vertafore's Sydney Roe

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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...

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