Vertafore Insurance Podcast

InsuRant: Being a client champion

In this episode, Rick dives into the power of personal relationships and what that means for your business. Relationships are everything in the insurance industry, and the definition of those relationships has changed a lot in the past 10-15 years. Get ready to take notes as Rick shares tips for how to be a champion for today’s modern consumer—and it's more than just being nice on the phone. 

InsuRant: Level up during the Great Resignation

This week’s episode is all about the million-dollar question we’re asking right now:  

"How can we beat the Great Resignation blues with better recruiting?” 

We recently ran an online poll asking this question, so we have new insights to share! Tune in to learn concrete ways the insurance industry can be proactive and find solutions to combat a worker shortage. 

It’s more than a sales buzz phrase, with Kat Ternes

In this week’s episode we welcome guest Kat Ternes, an expert on sales for independent agencies. Rick and Kat talk about analysis paralysis, something all producers get caught up in—and Kat knows the way out. Plus, she gives guidance on how agencies can be embracing sales tools to help them get more done, talk to more clients, and do an overall better job.  

The key to this? Sales enablement. 

InsuRant: Let’s do this, 2022!

Ready to get hyped? This high-energy episode is jam-packed with everything you need to plan for a successful 2022. From setting realistic expectations to navigating curveballs, Rick outlines a step-by-step strategy for crushing all your goals in the New Year. 

Press play and let’s do this! 

Women and insurance, with Kim Beach

In this week’s episode we welcome special guest Kim Beach. Kim is the founder and CEO of InsureWomen, an independent agency created in early 2021 to educate, empower, and service the insurance needs of all women. 

Kim shares her journey to launch InsureWomen, an idea ignited by the recognition that women are often unheard and unseen when it comes to getting the right insurance options. Kim and Rick also discuss the importance of recruiting more women in insurance, reasons to start your own business today, and more. 

2021 time capsule: Part 2

In the second and final episode of our time capsule series, we’ve got more never-before-heard content from our incredible guests in 2021.

Listen as more VIP guests share what their biggest piece of advice would be for the insurance industry. Some of their answers might surprise you!

• Bill Pieroni, ACORD (1:08-2:48)
• Kelly Byrom, Vertafore (2:55-3:10)
• Brett Allen, BOSS Social (3:16-4:26)
• Dimitrios Argitis, Vertafore Canada (4:33-4:58)
• Michael Freilich, Renaissance Alliance (5:05-7:24)
• Shawn Michael Walker, Premier Group Insurance (7:34-8:23)
• Charles Specht, Permission Network Insurance Agency (8:32-10:46)
• Kelly Lennon, USI Insurance Services (10:54-11:17)
• Pete Tessier, BSI Insurance (11:27-13:02)
• Matt Masiello, SIAA (13:12-14:08)

InsuRant: How will your business be better in 2022?

It’s the last InsuRant of 2021, so we’re in goal-setting mode for 2022. Rick believes agencies needs to figure out what “itches” they need scratched to improve their business in the new year—whether that's automating the sales process, optimizing efficiency, or even enhancing the way they celebrate high-performing employees.  

Rick also shares more about Vertafore’s recent AgencyZoom acquisition and its potential impact on our industry. 

2021 time capsule: Part 1

Today we're traveling back in time for our special “time capsule” episode with never-before-heard content from our 2021 guests. 

For this part 1 episode, hear what beliefs about the industry some of our guests have in common:

• Jason Walker, Agency InsurTech (1:23-2:48)
• Crystal Ware, Empower Benefits &Insurance Group (2:50-4:00)
• David Carothers, Florida Risk Partners, LLC (4:01-6:20)
• Ashley Fitzsimmons, Ohio Insurance Agents Association, Inc. (6:22-8:22)
• Peter van Aartrijk, Aartrijk (8:24-9:00)
• Tyrre Burks, Player’s Health (9:01-10:05)
• Wyatt Stewart, Independent Insurance Agents and Brokers of America (10:07-11:29)

Asking the right questions, with Pete Tessier

Today on the episode, we welcome Pete Tessier, vice president of sales and marketing at BSI Insurance and host of The Insurance Podcast. Pete shares why asking “what if?” is the key to helping an agency remain successful in the long term.  

Rick and Pete dive into how addressing hypothetical questions help agencies be more agile and prepared for the unexpected. Also, learn one of Pete’s favorite hacks he uses during brainstorming sessions that will help your team feel included and improve company culture.   

Rick or Treat: Things that go bump in the night

Listen all you gals and ghouls,

We've got a spooky show for you.

Grab your candy and take a seat,

It's time for a special "Rick or Treat!"

 

What's your fear, your worry, your fright?

Which problems lurch and go bump in the night?

Whatever haunts you or freezes your veins,

Let's bury the hatchet and dig its grave.

 

There's something for everyone,

Listen if you dare.

But enter with caution,

Cause you might get scared.