Vertafore Insurance Podcast

Striking data gold at your agency, with Liri Halperin Segal and Michael LaBella

In this episode, we have AI and data experts Liri Halperin Segal and Michael LaBella joining us from InsurTech LeO, where Liri is the co-founder and CEO, and Michael is the vice president of sales.  

During this episode, Rick, Liri, and Michael talk through:

• The importance of creating new data to improve sales (11:00)
• Why agencies don’t need to hire a data analyst if they have the right tools (14:22)
• The missing piece in self-service offerings at many agencies (17:20)
• Measuring the effectiveness of your tech. If employees aren’t using it, it’s a waste. (25:20)

Happy listening!

 

Running away from bad tech, with Syd Roe

In this episode, we have the one and only Syd Roe joining us on the podcast, and she’s got some insights about tech and insurance you need to hear:

• Changes Syd wants to see in the industry
• How Syd envisions those changes coming
• The importance of an effective tech stack
• When to run—not walk—away from bad tech

Enjoy the episode!

 

 

InsuRant: Who handles the tech at your agency?

Imagine you’re an agency owner, and you’ve just decided to invest in new technology to improve your business. That’s a crucial first step, but have you ever thought about the steps that come immediately after?

This topic has come up a lot lately, so we’re breaking down what you need to know.  

During this episode, Rick shares his playbook to help you get ahead in the tech implementation game. Want to watch the episode instead? Check it out on YouTube.

InsuRant: Unwinding what-ifs

If you’re a business owner, you’ve likely had thoughts and questions like these:

• I wish we would’ve done ____three years ago.
• Where would we be now if we had done _____ instead?

In this episode, we’re getting a bit introspective and talking about what would happen if we could go back in time and unwind some of the choices we made for our business. Of course, we don’t have the power to change the past, but we do have the power to change something today that will help you in the future.

Tune in to hear Rick’s perspective on what decisions you need to be making today for a better tomorrow—and why you should NEVER make fast decisions or band-aid decisions.

Breaking glass ceilings, with Sarah Muniz

In this episode, Rick Fox is joined by Sarah Muniz, a long-time producer and author of the book, Undiscovered Voices: Unlocking the Potential of Women in Insurance.  

Sarah’s voice is one you need to hear in this industry as she shares her valuable perspective working her way up from CSR to producer, and the many lessons she learned along the way as she navigated bias in the workplace.  

A must-listen for everyone, hear why there is still a leadership gap in insurance, navigating unconscious biases, why more diversity in leadership roles helps companies make more money, and much more. 

InsurRant: Keeping up with the InsurTech glow-up

For this week’s episode, Rick Fox is talking all about the technology glow-up in the insurance industry. When it comes to keeping up with the expectations of customers and employees in 2022, industry leaders and professionals are sure to learn about: 

• The advancing independent agent model as more and more captive agents switch over 
• The competition created by tech-focused start-up agencies and why there are fewer barriers than ever to starting your own agency 
• Why being data-driven is more important than ever at agencies 

A live video panel at Accelerate

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! 

InsuRant: Get, be, stay curious

In this episode, Rick talks about ways a curious mindset can help if you’ve fallen victim to ‘mud season’ - that yuck period between beautiful snowfalls and the fresh start of spring, when you can feel a bit stuck. 

Feeling stuck in the mud? Ready to spring into action? Rick spells out the three pillars of curiosity and how they can help you start winning again in business and in life. 

Ron Berg talks about the future of commercial lines

During this week’s episode, Rick is joined by Ron Berg, a legend in the insurance industry who has served as Executive Director of the Agents Council for Technology since 2013.  

Listen in as Rick and Ron dive into data security (insurance is a bigger target than ever!), workflows, and how Vertafore is solving one of the biggest headaches in insurance with the launch of Commercial Submissions (starting at 8:42).

Vertafore’s Commercial Submissions is the insurance industry’s first all-in-one solution to automate the commercial submissions process. They talk about how this game-changing tool will help support collaboration between the end-insured, agencies, and carriers, and streamline the complexity and uniqueness of small commercial lines quoting and submissions.  

Learn more about Vertafore Commercial Submissions here or see it LIVE at Accelerate, powered by NetVU, in Denver March 28-31. 

Becoming more likeable, with Brian Ahearn

During this week’s episode, Rick is joined by Brian Ahearn, an international speaker, coach, and consultant who has spent over 30 years in the insurance industry. The author of Influence People, Brian breaks down how psychology can be applied to the insurance sales process. 

Learn more about the art of listening, buying styles, and a simple hack Brian leverages to become more likeable (and sell more, as a result).

Anyone looking to sharpen their sales skills will benefit from this episode!