Vertafore Insurance Podcast

Experiments aren't just for science, with ePayPolicy

This week Rick is excited to bring back another repeat guest, Todd Sorrel and first-time guest Seth Nagle from ePayPolicy! Seth and Todd have some great insights and perspectives on what you can be doing tight now with the additional time on our hands. 

This week, Rick and the ePay team leave you with some important questions you should be asking of yourself and your business:

• What can you do to improve processes and workflows?
• Is there another way to use your existing tech stack?
• Are there people in my community that I can reach out to?

Ultimately, get out of your comfort zone - now is the perfect time to make the changes you've always wanted to. Go get your business, change the way you do business, and experiment!

How to succeed during a worldwide pandemic with Ron Berg

This week on the Vertafore Insurance Podcast, we have our first repeat guest, Ron Berg, Executive Director of the Agents Council for Technology (ACT). Ron has over a decade of experience working remotely, and he is sharing his knowledge with ACT members and the VIP audience to help navigate this time of change and uncertainty.

Rick and Ron leave you with these things that you can do to be successful right now:

• Contingency planning
• Remote working best practices
• Regulations to be aware of
• Taking cyber security into account

InsuRant: Six ingredients for leading a remote workforce

This week on Rick’s InsuRant we wanted to follow up on our previous rant about COVID-19 featuring Laura Nettles. Today Rick talks about our new normal, the human side of a worldwide pandemic, and how our industry is affected. Rick leaves you with the six ingredients to leading a remote workforce, and as a bonus we have three things you need to be doing in your day-to-day life right now according to Rick’s wife, Maghan.

Change is the only constant with Mike Becker

Is the pace of change making you dizzy? We've said it before, and we'll say it again: the only way to survive is to embrace change and evolve. This week, Mike Becker, EVP and CEO of the National Association of Professional Insurance Agents (PIA) joins us to talk about his own philosophy around the changes that are shaking up our industry every day. In this episode, Mike covers: 

• His recipe for surviving and adapting to change 
• What you should consider as you take those first steps into new territory 
• The importance of understanding your client base (and how to show them you do) 

Agency growing pains (not starring Kirk Cameron)

Every business, large or small, wants to grow - it's only natural. But growing isn't always easy! If your agency is succeeding, you might find yourself struggling with some growing pains as you try to navigate the path from a single person shop to a mega-broker and everywhere in between. In this week's InsuRant, Rick brings his experience as an agency owner and longtime industry veteran to the table to provide some solid advice for agencies of all sizes (and growing!)

Embrace your niche with Ted and Arleen Taveras

This week we have two guests: Husband and wife, business partners, and podcasting duo Ted and Arleen Taveras. Ted and Arleen are the founders of Insurance Licensing Services of America, better known as ILSA, and also run the SpotOn Insurance podcast. This week, Ted and Arleen share their unique story and perspective to inspire you in your own career and life.

Some of the key moments you won't want to miss include:

• The most important thing you can do, period (11:20)
• Turning a niche from a limitation into an asset (26:00)
• Why prioritizing your culture is vital and how to do it (34:14)

SPECIAL EDITION - Agency Roadmap for COVID-19 with Laura Nettles

This week, we are bringing you a special edition of the podcast! While we are all trying to settle in to our new normal, I wanted to bring this important discussion with Laura Nettles, CEO of Nettles Consulting, to you all. In this bonus episode, Laura and I talk about the things you can be doing in this new environment to maintain the customer relationships you value so much. Tune in and stay safe!

InsuRant: Will robots take my job?

Robots, artificial intelligence, machine learning, automation: these are hot topics right now as scientists predict a major shift from human employees to computer labor in the near future. While long haul truckers might legitimately fear being replaced by self-driving trucks, Rick explains why he doesn't believe the humans in our industry are going anywhere. Check out this week's InsuRant to learn:

• Which parts of our industry we can and should automate to free up our people for more important parts of the job (8:40)
• What we should do now to position ourselves for the high-tech future (13:43)
• What InsurTech can do to be more like Netflix (15:40)

You don't have to play golf to be a insurance insider with Caribou Honig

Today's guest is Caribou Honig, Chairman and co-founder of InsureTech Connect, one of the largest gatherings of insurance technology professionals in the world. Before he ventured into InsurTech, Caribou spent over a decade in the financial technology sector and witnessed the digital disruption-slash-transformation that occurred in the worlds of banking and finance. 

With his vast knowledge and understanding of the insurance and technology businesses, along with the finance and investments that power the current surge in InsurTech, Caribou brings loads of insights to the table. Not least of which, the revelation that playing gold is no longer a necessary part of winning in our industry.

InsuRant: Why modernizing matters

What does "modernizing your agency" mean and why is it something you have to do (and do now!) to survive? In this week's InsuRant, Rick explains the importance of moving into the future for the benefit of your customers, your employees, and your overall business. More than just updating the look of your office, Rick explains how and why using modern technology to engage your customers and empower your employees will ultimately enable profitable growth for your business.