Vertafore Insurance Podcast

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 face, from agency management, sales automation, to leveraging the data in your agency.  We have also made some changes, so you don't want to miss that either.

Here’s what’s inside this episode:

• An overview of AgencyOne and how it’s shaping future-ready agencies
• A preview of Accelerate and the tools that keep your workflow sizzling
• A deep dive into Project Impact and its role in boosting agent efficiency
• A sneak peek at what’s to come, including big-name guests and fresh insights

Dont' miss out on this one!!

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 wake-up call moving from midsize to enterprise agency Her advice on the automations you should consider in your agency Successful change always starts with great messaging Why we shouldn’t be afraid of big data and automation This is an episode you will want to bookmark. It is a good one.

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 enhance your brand's visibility and reputation. Jason Walker, President of Agency Revolution, recently acquired Forge3 and brought website services into the robust product portfolio of Agency Revolution. With his background in a website consulting firm startup, Shipyard, he is a wealth of knowledge on what makes a great website.

Listen in as Jason Walker breaks it all down and hear more about:

The tips and strategies to increase traffic to your website

Why social media profiles may be less relevant in the search process

How your website must market, sell AND service

The cons of buying a canned vs semi-custom site

Why QR codes are back in the game and here to stay.

This is a masterclass on how to maximize your agencies website, and digital footprint. Buckle up this is a good one.

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 opportunity to listen in on a previously recorded webinar where we dive into all things AI.

Listen in as our Co-Hosts discuss the following:

Identifying use cases for AI in the agency
Gathering and organizing data in order to maximize the use of AI
Data and security measures with AI
Implementing AI in the agency
Specific ways that AI could be useful in growing and improving your agency

Get your pen and paper ready this is one you're going to want to take notes on.

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 affecting the payments space
• Why agency bill is predominant in a hard market
• 3 hot features new to ePay Policy that gives you time back to "do the human things"
• Why ePay Policy is now more than a payments solution
• The AMS360 and ePay policy integration

You may want to watch this one on YouTube so you can see all of his cool Vertafore gear :)

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 insurance agents in driving industry progress, and how companies like Vertafore are creating tech-driven solutions that give agencies choice and control.

Tune in and hear all about: 

-How AndDone's payment processing reduces inefficiencies
-The importance of improving system interoperability
-AndDone’s use of 3DS verification and integration with FedNow for real-time payment validation.
-The Orange Partner Program, fostering industry innovation, and offering best-in-class tools   to empower agencies and MGAs.

Get ready to have some fun with us on this one.  It's a good one.

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 into agency workflows. With insights into AI’s potential and limitations, this episode helps demystify how agents can leverage tech tools responsibly and effectively.

Tune in with our hosts and discover:

• Practical uses of AI in marketing, customer service, and policy comparisons
• How to prompt ChatGPT effectively for more accurate and customized outputs
• Ethical considerations and privacy risks when using AI in insurance
• Exciting advancements, like custom AI voices and evolving generative capabilities tailored to agency needs

These Insights from Vertafore’s very own team showcase practical, actionable ways to bring AI into daily insurance processes safely and efficiently. It's a good one for sure. 

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 operations and enhance the client experience, all while maintaining the human connection that clients value most.

Listen in on this one-of-a-kind, live episode and hear Patrick break down: 

How technology frees up staff to handle client concerns with more empathy and efficiency.
How using tools like AgencyZoom, Patrick’s agency automates routine tasks, allowing more time for valuable client interactions.
Well-defined processes, backed by the right tech, help agencies adapt to market changes without compromising service.
 AI’s potential to enhance quoting and carrier selection, emphasizing the need for industry adaptation.
This one will have you wanting to more for sure, good thing there's a rewind button.

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 and hear more about:

-How networking has changed post-COVID
-How to Find the “it” factor in your new hires
-The power of partnership with Risk Management programs
-What the top agency tasks are that an intern can manage
-How bringing an intern into your agency brings a fresh perspective
-How to transition from intern to full-time employee

This is an episode you will want to bookmark. It is a good one.

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 inspire and inform. Meet Davie and hear more about: The power of authenticity in both personal and professional branding How Virtual Intelligence Is doing things differently in the virtual assistant space Importance of adaptability and listening when organizing or attending conferences How to create lasting impressions and attract the right customers This is an episode you will want to bookmark. It is a good one.