Vertafore Insurance Podcast

Embracing Automation to Enhance your Customer Experience

CJ Hutsenpillar of Hutsenpillar Insurance takes us behind the scenes and shows us how he has built his tech stack to focus on the needs of his customers. With a tagline in his agency of "where the convenience of online shopping meets the security of having a local agent," its no wonder why Hustsenpillar insurance setting the bar high for customer experience. Not only does he walk us through the sales cycle of his customers, but we also talk about so much more...

Together, we Discuss: 

• What sets Hutsenpillar Insurance apart from the competition
• QQ Catalyst, AgencyZoom and the open API's that allowed them to build out a robust tech stack
• How he stopped looking at geographic location and focus the best talent available 
• He walks us through his his customer journey from start to finish. 
• The lessons learned from Direct-To-Consumer carriers and how to differentiate yourself from them. 
• Automation presale and post bind.
• The importance of educating your customers as a part of the Customer Journey 

There's a lot to unpack in this episode. Click below to dig in.

VIP Podcast - Kill data entry with this tool!

Carl Ziade and Jean-Pierre Vertil, Co-Founders of Gaya, make a lofty promise to “speed up your insurance quoting process by 10x.” Their AI-powered Chrome extension allows you to move data between carrier portals, management systems, and other software in just a few clicks. We have a sneaky suspicion this niche solution will grow to do big things in the future.

Meet Carl and Jean-Pierre to hear:

- The story of two immigrant founders taking their shot in America
- Why these Standford MBAs choose to tackle the insurance industry
- How Gaya leverages AI and Natural Language Processing
- Real agency use cases
- The vision for Gaya’s future

Why You Should Embrace Robots in Your Agency

Mike Fusco of Fusco and Orsini pulls back the curtain and talk to us about the hard market through his lens. Mike and his agency have a strong focus on Commercial Insurance and Employee Benefits.  He tells us how he uses robot process automation to improve efficiency, employee morale, and overall customer satisfaction. Not only do we discuss this, but also we discuss why he loves the hard market and so much more...

Together, we tackle: 

• What sets Fusco & Orsini apart from the competition
• How his Team Dynamic produces big returns
• What is Robot Process Automation ? 
• Why should we be paying closer attention to RPA?
• What's next in his agency for technology and Robots
• What should agencies expect in 2024? 

There's a lot to unpack in this episode. 

Building AI-Powered Conversions

Rick Warter, SVP of Customer Success, discusses how we’re thinking about system conversions differently at Vertafore. Moving massive amounts of data from one system to another is no easy feat. Doing so accurately? Even tougher. Rick explains how his team is tackling this challenge using artificial intelligence in creative ways.

Meet Rick and learn:

• The current state of conversions at Vertafore
• What makes a system conversion so challenging
• How AI is improving accuracy and speed
• Where the conversions team is headed next

Is AI evil?

Jamie Peers, VP of Business Development at Synatic, guides us through the unknown as he peels back the layers of AI’s real impact on insurance. Fluent in data architecture and connectivity through his work at a leading API insurtech, Jamie’s outlook on the future of AI is intriguing. Ultimately, he wants to help you answer the question…for yourself.

Meet Jamie and learn:

• Who is Jamie Peers (and why you should know him)
• A 30,000 foot view on how AI works
• The unknown cost of AI in insurance
• AI challenges you should be aware of
• Where will insurance AI be in 3, 5 and 10 years?

The First Ever Artificial Intelligence Insurance Agent

The Vega-Sanz brothers started out as two frustrated and car-less college students trying to get to a local pizzeria. Now? They have been featured in Forbes 30 Under 30 for building the first ever AI-powered insurance agent. This is a company to watch in 2024. Not just because of their innovative tech, but because of their endless ability to pivot.

Meet Matthew Vega-Sanz & Roberto Salinas and learn:

• The unbelievable (and at-times-humorous) story behind how Gail started
• What an AI-powered Insurance Agent can do in an agency today
• How Gail (aka, the AI) works
• Why agencies should see AI as a competitive advantage
• How Gail empowers (not replaces) the insurance agency team

Putting Your Tech Stack to work

Casey Nelson, founder and Ceo of Stakwise, is the Insurance tech stack guru and someone to count on to question the status quo and make you change the way you think about the technology in your agency. He  is a former agency principal and has spent his entire career developing processes and procedures to increase efficiencies. Early in his career he saw technology as the answer to so much of the efficiency that he was seeking. and enhanced the processes he was implementing.... 

Meet Casey and hear:

• How he began his career in the Insurance industry. 
• How to use the tech you have right now in your agency to improve efficiency.
• What he calls the "trinity of your technology" Stack
• What he thinks is crucial to your client's Experience at your agency.
• How to get staff buy in and early adoption of new technology. 
• Casey define the difference in a CRM and AMS

The Secret sauce to this agency’s impressive growth.

When Sarah Zambrano, the operations director, of Colorado Insurance, started with the agency there were only 4 people on staff including the agency principal, fast forwarding to today there are over 100 people on staff and over 100 million in production.  Sarah credits much of the agency's success to the relentless pursuit of consistent process and procedures.  The procedures that were set up when they were a small agency are still in use today and are still incredibly valuable to the growth of the agency. 

Meet Sarah and hear:

• How She got started with Colorado Insurance. 
• What fundamental decision help set them up for success.
• How having consistent agency standards helps the agency be intentional in their growth
• Why the customer journey is so important and the processes and procedures they use to maintain consistency in that journey. 
• How to prepare your agency for success beyond sales and service. 

 

The State of Diversity, Equity & Inclusion in Insurance

Elisa Stampf, CEO of Insure Equality, shares how she is working to make insurance a more welcome place for everyone. Through her non-profit, she has created an actionable framework to help any agency or company achieve a more open, authentic and, ultimately, collaborative culture. It all starts with one, honest conversation.

Meet Elisa and hear:

• Why she chose to make DEI for insurance her mission
• Defining Diversity, Equity & Inclusion; why is it important?
• Real-world examples of agencies & companies championing change
• How Insure Equality can help your business 
• A sneak peek at Insure Equality's 2024 annual event

Click below to watch.

Success, Driven by your Tech Stack

Drew Kinney is the co- owner of Kinney Insurance Agency, and someone you can always count on for a collaboration session.  He is always open to sharing his ideas and his success stories with anyone in the industry. Drew is actively involved  with the daily agency operations including: process management, agency data analytics, business intelligence reporting, and marketing. 

Meet Drew and hear:

• How he got started in the industry
• What is like working so closely with family and how they make it work
• How they built their tech stack out. 
• Step by step walk through how they set up their Agency zoom. 
• How to operate your agency with the right tech stack

Click Here watch.