PODCAST · business
Vertafore Insurance Podcast
by Vertafore
The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!
Episodes
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Leveraging AI at Vertafore: The strategy behind the buzz. Episode 440
Vertafore has been shaping the future of insurance AI for years. In this episode, we crack open the story behind the strategy. From early machine-learning models in 2017 to today’s trusted, human-guided AI, we trace the journey that turned automation into intelligence and set the stage for what...
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Is Amazon redefining Insurance for the gig economy? Episode 439
Last-mile delivery is more than logistics; it’s a global insurance challenge, especially as Amazon scales coverage for delivery drivers worldwide. Recorded live at ITC Vegas, Sheetal Dhanuka, Product Manager at Amazon, shared how embedded insurance, regulatory complexity, and Amazon’s culture of...
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Are you using tech that works for your agency? Episode 438
InsurTech innovation is moving fast, and independent agents need partners who keep pace. In this episode, Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, joins us to talk about the Orange Partner Program, what makes a tech solution agency-ready, and how AI is…
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Improve your claims process today. Ep 437
The claims process can be overwhelming, with so many moving parts, adjusters, contractors, carriers, and so many moving parts. Thats why we invited Ben Morrow of Claims Setter, to come in and talk with us, to provide clarity, and help us understand how we can make that process calmer and more...
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What is your data really doing? Episode 436
Insurance agencies have more data than ever, but unlocking its full potential is the real opportunity. August Butterbrodt, VP of Product at Vertafore, joins us to help our listeners turn that data into powerful, actionable insight. In this episode, we talk about: • Turning raw data into…
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The agent for the future is now. Episode 435
Innovation is reshaping the independent agency model. Dale Steinke, Director of Agent for the Future at Liberty Mutual/Safeco, discusses AI, customer expectations, and the mindset agencies need to thrive. From Seattle’s innovation-driven energy to agency workflows and post-pandemic pivots, Dale...
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The golden rule for agency growth Episode 434
In this episode Jody Entrekin, Founder of Entrekin Insurance, unpacks his golden rule of agency growth. From building a tech-powered agency in small-town Mississippi, to changing how clients experience insurance, Jody covers it all in this episode. Tune in to hear: Why the right tech stack is...
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Is your communication strategy costing you? Episode 433
In today's insurance landscape, communication is critical to agency growth and client retention. Sean Darwish, CEO of Inteveo and creator of EcoLink, joins us to unpack how deeply integrated communication transforms agency operations from disjointed chaos to scalable, client-centric performance.…
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What's the secret sauce of Sagitta? Episode 432
In an industry constantly pushing for smarter workflows and scalable platforms, the conversation around core management systems like Sagitta is more relevant than ever. Joining us on this episode is Kate O’Toole, Vice President at Starkweather & Shepley, alongside Bruce Westman, Senior Director…
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Turning tech confusion into agency growth. Episode 431
Automation isn’t just a buzzword anymore; it’s a business accelerator, and no one knows that better than Mariah Gates, Founder & CEO of Accelerated Automation. What began as a side hustle has grown into a full-scale operation that’s helped hundreds of agencies streamline operations, unlock their...
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Are you set up to win this renewal season? Episode430
The benefits renewal season doesn’t have to be chaos, it can be your biggest growth opportunity. In this episode, Weston Lunsford, CEO of Plansight, joins the VIP Podcast to show how brokers are transforming the RFP process from manual madness into a modern, strategic advantage. With automation,...
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What happens when data drives strategy? - Episode 429
Modernizing insurance isn’t about disruption for disruption’s sake; it’s about identifying deep-rooted problems and creating connected solutions that serve the entire insurance value chain. In this episode, Robin Livesay, Head of Product Strategy at ePayPolicy, joins us to talk about transforming...
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What's the secret to a high close rate on online leads? Episode 428
In a world where agents juggle leads but lack follow-through strategy, Todd Wurth, District Manager at Farmers Insurance, shares how he’s built a scalable, high-conversion process using AgencyZoom. From LA’s metro grind to Wyoming’s one-agent towns, Todd unpacks how consistent marketing, deep...
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Are You Losing Business Before the Quote Even Lands? Episode427
Getting a quote shouldn’t feel like a marathon, and yet for many independent agents, that’s exactly what it is. In this episode, we sat down with Gordon Kendall , VP of Product at Vertafore, who brings nearly 20 years of carrier experience and a serious passion for agency workflow. From rating...
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Missed an episode this season? Start here. Episode 426 (Bonus Episode)
The insurance industry is evolving at lightning speed, and keeping up with new ideas, tech innovations, and leadership insights can feel like a full-time job. That’s why we hit pause this week to bring you something special, a remix episode highlighting the best of Season 4 (so far). From...
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Is your tech stack actually working for your agency? Episode 425 (Re-release)
Even after two seasons, this conversation with Drew Kinney still stands out as a must-listen. Drew, Co-Owner of Kinney Insurance Agency, delivers an authentic, agency-first breakdown of building a tech stack that works. Whether you're revamping your operations or just getting started with...
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How can you thrive in a hard market? Episode 424 - (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…
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Are you building rapport or just collecting VINs? Episode 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...
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Efficiency starts with better Navigation. Episode 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...
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What If you could cut 20 minutes from every payment process? Episode 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...
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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....
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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...
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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...
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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....
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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...
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Get to know Surefyre. Episode 415
Surefyre
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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...
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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…
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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...
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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...
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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...
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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...
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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…
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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…
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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...
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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…
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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...
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10+ ways ChatGPT is being used today in our industry
ChatGPT is more and more becoming common place in our industry and is transforming the insurance industry. Current use cases could range from writing emails and creating marketing content to advanced risk assessment and client communication, the hosts share real-world examples of AI's integration...
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Creating a modern insurance experience through the use of technology.
In this live episode from the Indie Tech Showcase Experience, Patrick McBride discusses how automation can free up agency staff, improve client interactions, and increase overall efficiency. Patrick shares how his agency leverages solutions like AgencyZoom and Lightspeed Voice to streamline...
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How to start an internship in your agency
The talent gap in insurance has continued to be a hot topic of conversation. Ivan Hudson, Director of The Center of Insurance and Risk Management for the University of Central Arkansas, walks us through how to partner with local colleges to start an internship program in your agency. Meet Ivan…
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Master the art of authentic branding
Davie Holt brings his unique flair, offering wisdom, wit, and practical advice live from the heart of the Indie Tech showcase. Tune in as we dive into branding, authentic leadership, and making the most out of conferences. Whether you're an agent or a tech vendor, Davy's insights are sure to...
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is it time for a Federal License.
Tim Owen, Vice President of Product Management, is passionate about making compliance management as easy as possible. In a world of state-based regulation, this is no easy feat. Today, he shares his vision for the future. Meet Tim and hear more about: What DCM stands for The history of the…
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ABOUT THIS SHOW
The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!
HOSTED BY
Vertafore
CATEGORIES
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Frequently Asked Questions
How many episodes does Vertafore Insurance Podcast have?
Vertafore Insurance Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Vertafore Insurance Podcast about?
The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!
How often does Vertafore Insurance Podcast release new episodes?
Vertafore Insurance Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Vertafore Insurance Podcast?
You can listen to Vertafore Insurance Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Vertafore Insurance Podcast?
Vertafore Insurance Podcast is created and hosted by Vertafore.
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