Vertafore Insurance Podcast

Rick's 4-step cure for the summer funk

We're in the middle of the summer and many of us are going on family vacations to have fun and re-charge. But the hardest part of taking time off? Coming back to work at the end of it. This rant is about putting things in place to make getting back to work easy and stress-free. Join rick to learn how to beat the summer funk when you get back to the office after your break.

Double your business with your existing workforce, with Ron Glozman

If you're unsure of how AI can benefit your insurance business, today's episode is for you! Guest Ron Glozman is an artificial intelligence guru, thought leader, and CEO & Founder of Chisel AI, an AI solution for the global insurance industry. Ron breaks down how AI is changing the insurance industry and how it can help you double your business with your existing workforce. 

In this episode Ron guides us through: 

• The seven types of AI (7:34)
• AI in insurance: Natural Language Processing - data extraction and classification (18:20)
• Supporting insurers through change management (24:22)
• Dispelling the myth of AI taking away jobs in the insurance industry (28:01)

Ron simplifies complex information about artificial intelligence and will change the way you look at your business.

InsuRant: It's all about independence

Today's InsuRant is all about independence, from Independence Day earlier this month to the independent agent channel. As America celebrated Independence Day, Rick thought about personal independence and the difference it makes in your life. This week's rant features advice on independence, freedom, and self-empowerment for individuals, and how those can impact your professional life. 

Learn how to win big and influence sales, with Brian Ahearn

If today's episode doesn't excite you and position you to win, I don't know what will. Our guest today is Brian Ahearn, Chief Influence Officer at Influence People LLC. He  has 30+ years of insurance industry experience, is a LinkedIn learning author, and a Cialdini Certified Trainer (one of 20 globally). Today he shares how to apply the science of influence - psychology - to hear yes. You will have so many ah-ha moments you will kick yourself if you don't have a pen and paper to take notes. Brian offers subtle techniques you'll remember to help you hear yes. 

Leading with a positive mindset

It's time for another InsuRant! This week it's all about how to handle the uncertainty and stress that this year has thrown us. From COVID-19 to social unrest, and the added stress of an election year, it's easy to sink into the negative. Rick talks about how to create a positive mindset when negativity is forced upon us daily, as well as how we can change our lives, and the lives of those we interact with daily. Let's focus on what we can do instead of what we can't!

The big 3+1, with Westfield Insurance

This week we're excited to welcome two very special guests, Chris Cline and Craig Welsh of Westfield Insurance! Chris and Craig are experts on all things distribution, and they have a rule for us all to follow: the big 3 + 1. But what is the big 3+1? One answer is 4, but Chris and Craig are talking about these four steps:

1. Perpetuation
2. Digital & Marketing
3. Data & Analytics
   +
4. Diversity & Inclusion

Grab your notebook and take some notes - this episode is full of important information. 

Dreaming about insurance, with Dustin Yoder

This week Rick is joined by Dustin Yoder, CEO of Sureify and he'll have you dreaming about insurance. One day Dustin woke up at 26 and knew that insurance was his calling. Tune in to this week's episode as Rick and Dustin talk about the top-down approach to technology in insurance, customer experience and expectations, and how you can enable more sales. 

InsuRant: Rick's modernization report card

Let's press pause on everything happening in the world and take these next 18 minutes to think about how your agency scores compared to your competition. Rick gives you the four subjects you should be tracking, and what you should be doing to achieve a perfect 4.0. We're going back to school y'all, so tune in to see how you score! 

Harness the power of IoT without the OMG, with Gordon Hui

On this week's episode Rick is joined by Gordon Hui, VP of Strategic Innovation at Hartford Steam Boiler, a division of Munich Re. Gordon focuses on providing turnkey IoT solutions for small commercial lines, what we all know as the businesses on main street in our towns. But what is IoT and how can it help the independent agent? Tune in to hear what Rick and Gordon have to say about the topic.

InsuRant: Silver Linings

As we're all aware, things are different now, but there are some silver linings to this less-than-ideal situation. Rick has identified two areas that have shifted since the beginning of COVID-19: a change in technology and a change in customer expectations. 

But what can you do to meet these shifting needs and priorities? Tune in to this week's episode to find out.