Vertafore Insurance Podcast

How does the Orange Partner Program work?

Doug Mohr is an esteemed colleague, serving as the Vice President of Industry Relations and Partnerships here at Vertafore. His visionary leadership and innovative spirit have been instrumental in shaping the future of insurance software solutions. With a keen eye for transformative technology and a deep understanding of the industry’s intricacies, Doug has been pivotal in forging strategic partnerships that drive progress and efficiency. His unique ability to navigate the complex waters of industry relations has made him a respected figure within the industry.

Listen in as we dive deeper into:
Doug Mohr's career and his love for big orange
The history of Vertafore, as Doug takes us to school
The Orange Partner program and what it means to us here at Vertafore
The Importance of partnership, open API's, and the value that it brings to our industry.
You may want to bookmark this one, there is a lot of information in this episode.

Leadership in the Insurance Industry

Kelly Gonyo is a highly experienced and dedicated insurance professional with over two decades in the industry. As the founder and President of Blue Line Insurance Agency, she has demonstrated exceptional leadership and a commitment to client service. Her expertise spans various insurance roles, and she specializes in commercial insurance.  Kelly is deeply committed to community service, actively participating in local economic development and supporting small businesses. Her insights on building strong client relationships and advocating for independent agents are truly inspiring.

Listen in as Kelly talks to us about:

• Her philosophy on leadership, emphasizing the importance of caring for your team and fostering a positive work environment
• Strategies for staying ahead of industry trends and successfully implementing new technologies
• The challenges she overcame and the mentors who influenced her success
• Her vision for the future of the insurance industry, highlighting key areas of growth and opportunity
• Practical tips for professionals looking to thrive in an evolving insurance landscape.

You may want to bookmark this one. There is a lot of good advice in this episode.

The data tells the story

Denis Mrkva has significantly contributed to the field of data and analytics at Keystone Agency Partners, where he serves as the Vice President of Data & Analytics. His work focuses on implementing data-driven strategies that enhance the operational efficiency and decision-making capabilities of insurance agents. In this week's episode, Denis dives into the significance of data-driven strategies and the crucial role analytics play at Keystone Agency Partners. We also discuss the integral part Vertafore plays in their process. Listen in as Dennis explains: The data-driven strategies used to boost operational efficiency and decision-making How Keystone leverages advanced analytics for better insurance portfolio management How working with Vertafore integrating cutting-edge technology continues to drive growth and innovation Practical examples of data application in agency growth. You may want to bookmark this one, there is a lot of information in this episode.

 

AgencyOne : The story behind One Experience

Kelly Byrom and Daniella Ivey, are the leaders and the strategic mastermind behind this groundbreaking solution. We are calling AgencyOne. You heard about it a few weeks ago on the podcast. Today we will be having an in-depth discussion into the seamless interface, innovative look and feel, and enhanced customer experience that will set AgencyOne apart.  Kelly and Daniella share how they've done extensive research with their largest customers to create a solution that focusses on the idea of "one experience."  An all-in-one experience that clients are clamoring for. With high energy and the excitement, this episode captures the essence of what makes Agency One a game-changer in the industry.

Listen in as we :

Discover the strategies Agency One used to become a frontrunner in the industry
Hear more about customer-centric research: Learn how thorough research with top clients has shaped their services
Understand the demand for these Integrated Solutions

Gain practical tips and strategies to implement in your agency immediately

Don't miss out on this opportunity to elevate your agency's performance. Tune in now and learn more about AgencyOne.

What is this project that is making such an impact on the industry?

As Vertafore CEO, Amy Zupon, said, “Project Impact is about more than just technology; it’s about creating meaningful change. We are committed to supporting our customers, our employees, and our communities in every way we can. We're thrilled to announce our latest podcast episode featuring Vijay Muniswami, the visionary leader behind Vertafore's transformative Project Impact.”  Known for his innovative approach and deep industry insights, Vijay has been a driving force with in the Vertafore ecosystem and the insurance technology landscape for over a decade. His passion for leveraging technology to create meaningful change is nothing short of inspiring. In this episode, Vijay delves into how Project Impact is revolutionizing the insurance industry through technology, community engagement, and sustainability. Tune in to discover the incredible innovations and strategies driving this project forward!

In this episode, you’ll learn:

What Project Impact is and how important it is to Vertafore's development of solutions
What Vijay and his team learned from from spending time inside 70 plus agencies
The impact of Vertafore’s community engagement and educational programs
Innovations enhancing customer experience and satisfaction
Sustainability practices and their importance in the modern insurance landscape
You may want to bookmark this one, there is a lot of information in this episode.

This is the inside scoop on AgencyOne

Vertafore is changing the game again, raising the bar for the user experience even higher with AgencyOne. This platform will transform the way insurance agencies operate by providing a comprehensive, all-in-one platform designed to streamline processes, enhance productivity, and elevate customer service. Whether you’re new to the world of insurance tech or looking to upgrade your current systems, this episode is packed with insights on how AgencyOne can be a game-changer for your agency.

AgencyONE was born out of the need for a more integrated and efficient agency management system. It’s the result of years of industry research and feedback from insurance professionals. The platform has evolved through collaboration with agencies of all sizes, ensuring it addresses real-world challenges and needs. Today we have Jace Hopper, VP of Product Management joining us alongside Kelsey Anderson Manager of Product Marketing to break it all down for us.

Listen in as Jace Hopper and Kelsey Anderson share:

What’s new with it and where we are today with AgencyOne
A behind the scenes look at how it is being put together from the marketing and product view point
The day to day challenges in an agency that AgencyOne solves
How this project is truly about enhancing our customer's experience here at Vertafore.

We discuss this and so much more, that we will be releasing a sequel coming out in the fall. 

Everyone should have an opportunity to succeed in this industry

Dawnyel Smink is a force to be reckoned with in the insurance industry. As the founder and CEO of Canyon Lands Insurance (CLI), she has revolutionized the way insurance services are delivered, fostering growth across multiple states and establishing CLI as a powerhouse in the field. Her entrepreneurial spirit and keen insight have not only propelled her company to new heights but also paved the way for women in a traditionally male-dominated sector.

Dawnyel’s leadership extends beyond business acumen; she is a visionary who actively shapes industry practices, advocating for the empowerment and fair treatment of women. Her voice is a beacon of change, resonating through her participation in regional and national carrier councils.  Dawnyel Smink is not just a leader; she is an innovator, a philanthropist, and an inspiration to many.

Listen in as Dawnyel talks about:

Her journey as an entrepreneur in this industry, and how she came to where she is today
Leadership principles she has learned along the way, and how she has used those to empower so many others
How her active participation in regional and national carrier councils has propelled her career forward
The transition from Canyon Lands Insurance to Keystone and the impact for her agents
What's next on the horizon for her agents at CLI and Keystone and her excitement for it. 
Buckle up folks, because this one is a powerful episode

The Google of Insurance

Jack Gibson is a distinguished leader in the insurance and risk management industry, renowned for his role as the President and CEO of the International Risk Management Institute (IRMI). With a career spanning over four decades at IRMI, Jack has been instrumental in steering the company’s strategic direction and expanding its educational resources. His expertise is also reflected in his authorship and editorial contributions to numerous industry publications. He was also instrumental in the partnership between IRMI and Reference Connect. 

We want to dive deeper into Jack’s work and the services offered by IRMI. 

Listen in as Jack talks about:

• His journey to IRMI and his prestigious career there as CEO.
• The long-term relationship between IRMI and Reference Connect by Vertafore
• The various use cases for IRMI in your agency
• All of the various content that IRMI offers including the brand-new BOP content
• What's next for IRMI.

This one you won't want to miss.

The future of InsurTech is now!

Christopher Frankland is an award-winning influencer in the InsurTech space, and the Global Head of Product & Innovation at Cover Desk. He has been serving in this role since April 2021. With a rich background in the InsurTech industry, Christopher has founded InsurTech360. His expertise extends to mentoring roles in various organizations, including Lloyd’s Lab, Hartford InsurTech Hub, gener8tor, and the Global Insurance Accelerator. Cover Desk, under his leadership, aims to lead global innovation efforts, including new product and service development, and identifying new market opportunities. This aligns with cultivating a culture of innovation across Cover Desk and the insurance industry.

Listen in as Christopher talks about:

His journey from across the pond to where he has become an award-winning influencer in our industry 
How he became the founder of Insurtech360 
The trends that he sees in the insurance industry as well as future trends
How Cover Desk is deploying incredible virtual employees trained in the technology used by your agency
The emergence of Artificial intelligence and how agencies could be using it
The use cases for artificial intelligence from a audio and visual standpoint using generative AI
You may want to bookmark this one.

There is a lot to unpack in this episode.

How to use demand generation strategies to create opportunities for your agency

Mikaela Dittbrenner, Vertafore's Agency Demand Generation Marketing Manager, brings a diverse background in lead generation, campaign marketing and conversion path optimization for both B2B and B2C programs.  Her relentless drive to boost demand generation and amplify brand visibility through strategic initiatives has propelled Vertafore's Agency Marketing presence to new heights within the industry.

Listen in as Mikaela talks about:

• Her Journey through her marketing career and how she landed at Vertafore
• What suprised her the most about the insurance industry
• What demand generation marketing is and why it is so important
• The importance of having good culture
• How to use demand generation marketing strategies to gather more opportunities for your sales team
• How to deploy a solid marketing campaign in your agency
• What is on the horizon for the Vertafore Demand Generation team through 2024.