Vertafore Insurance Podcast

OneCore: The Backend Magic of AgencyOne

When most people hear about the transformation Vertafore is going through – bringing all of our products together into one platform – they typically only think about the front-end changing. They think about new styling, new design, more connectivity, cross-product workflows being less clicks, easier navigation, improved search functionality, etc. But today, in this third installment of the AgencyOne podcasts, we’re diving into the back-end. Today we are going to take a deeper dive into the infrastructure of AgencyOne. Buckle up!

Meet Jace & August and hear more about:

• Exactly what OneCore stand for
• The three pillars of OneCore
• The smashing early success of our new data delivery service
• How we’re centralizing our API ecosystem
• How we’re unifying data and focused on centralizing reporting
• Why we partnered with Amazon Web Services

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

The Death Of The Lifestyle Agency

Financial excellence is no longer a nice-to-have in your agency; it’s a need-to-have. These 4 leaders of new business management firm, AgencyPoint, explain why you need to dial your numbers in…and how to do it.  

 

Meet the crew and hear more about: 

• when to consider top-line vs bottom-line growth 
• why your numbers should tell a story…and how to find it 
• the numbers you don’t see on a P&L, but you should know 
• how your agency could operate vs how your agency does operate 
• where to re-allocate to show profitability or invest in growth 
• Email Header: …and the birth of financial excellence… 

Networking, Innovation, and the Evolution of the Insurance Industry

Brett Fulmer, known as “Broker Brett,” is a dynamic insurance and insurtech consultant who excels in policy placement, risk management, and community building. As the Managing Broker at Newport Beach Insurance Center LLC. He seamlessly blends traditional insurance expertise with innovative technology solutions. In this episode, Brett discussed the importance of networking and community-building through initiatives like "Broker Brews" and the insurance running club, highlighting the value of these events in fostering connections and sharing knowledge across the industry. The discussion also touched on how mid-sized insurance agencies can leverage their agility and responsiveness to compete with larger enterprise players, as well as the potential impact of AI and other emerging technologies on the industry. 

Check out this episode and hear more about: 

The importance of networking and community-building through initiatives like "Broker Brews."
The evolution of openness and connectivity in the insurance industry
The challenges and opportunities around APIs, data scraping, and technology integration
The pros and cons of closed versus open technology ecosystems
The potential impact of AI and other emerging technologies on the industry.

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

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