Vertafore Insurance Podcast

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:

• Only 7% of your market is ready to buy now, build for those who aren’t.
• Rapport starts with building relationships, not asking for VIN numbers. 
• Coverage-based segmentation turns data into high conversion rates.
• Follow-up wins. Consistent and automated communication is key. 

Get your pen and paper ready; you'll want to take notes on this one.

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 solves problems instead of just looking good.

Tune in to hear more about how:

• User feedback shaped global navigation across AgencyOne.
• Design is about problem solving, not just aesthetics.
• Iterative updates deliver consistency and efficiency for users.
• Smart UX changes save agencies minutes per task. 
• AgencyOne connects our products for faster, smarter workflows across roles.

Get your pen and paper ready; you'll want to take notes on this one.

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 about how:
Automation reduces errors and frees up staff for high-value client work.
ePay's integration reduces payment workflows by up to 20 minutes.
Agencies scale faster with streamlined receivables and automation.
To standardize payments during mergers and acquisitions.
Ciick subscribe for more incredible content for the remainder of this season.

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 these takeaways and more:

• Niche markets offer deep growth opportunities.
• Liability insurance is the most overlooked risks for property owners
• Robotic processing & automation are essential to scale in this market
• Clean, accurate data and a strong CRM are the backbone of the modern agency

Agencies that can’t adapt in these market conditions will fall behind. Have your pen and paper ready, Rob puts on a clinic with this episode. Thank you for listening.

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 today—and tomorrow.

Download this episode and you will hear these key take ways.

• AgencyOne is live with dashboards, faster search, and navigation.
• Project Impact saves up to 45 minutes per day per service rep.
• Surefyre powers MGAs; 90% faster quotes, 44% growth in a year.
• AgencyZoom is now powering agencies across all sizes.
• AI drives results, automates tasks, boosts service, and reimagines insurance workflows.

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 quote time by 80% through workflow redesign
• Why direct agent-carrier collaboration is critical in today’s market
• How Vertafore turns agent feedback into live product updates

Get comfortable and cozy, in this fireside chat, we are taking you behind the scenes, to see how this partnership came to life.

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 retention.
• Omnichannel outreach: emails, texts, handwritten cards.
• Open APIs enable tailored agency communication solutions.

Get your pen and paper ready; you'll want to take notes on this one.

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, and real collaboration.

-Product workgroups align agency leaders directly with Vertafore product teams.

-First-time attendees get mentors, tailored schedules, and early access.

-Customer success drives every initiative across NetVU and Vertafore.

 

Thank you for joining us again on another great episode and hit that subscribe button.

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 ecosystem. 

Here’s what you’ll learn in this episode:

• Why carriers are leaning into MGAs for diversification—and how they’re assessing risk.
• The five key factors AM Best evaluates in DUAEs and why they matter.
• How the MGA model is becoming a preferred growth strategy over starting new business lines.
• What’s next for underwriting in emerging sectors like cyber and AI.
• Why underwriters are leaving traditional carriers for MGAs—and what that says about the future of talent in insurance.