100 episodes

The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!

Vertafore Insurance Podcast Vertafore

    • Business
    • 4.8 • 33 Ratings

The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!

    The Service Superpower KPI.

    The Service Superpower KPI.

    Episode 33 of the VIP Podcast is now LIVE!
    Seth Zaremba, Founder of b atomic!, shares how he bootstrapped an insurance startup that's changing the analytics game. This isn't your standard, run-of-the-mill KPI conversation about total premium, retention and monthly sales targets. Seth is introducing new KPIs that the industry has never seen. And it all starts with three little words: cost per transaction.
    Meet Seth and hear:
    From agency startup to insurtech startup
    Do agencies really own their data?
    Why current analytics don't give us a competitive edge
    The cost per transaction: what it is and why it matters
    How to begin leveraging data in your agency

    • 34 min
    He’s building a sales world without duplicate entry.

    He’s building a sales world without duplicate entry.

    Tolga Tezel, Founder & CEO of Canopy Connect, is solving for a massive problem in insurance: moving sales data WITHOUT human hands. In any other industry, data is supportive to the product being sold. In insurance, the data IS the product being sold...which means, there's a lot of it. And moving it between systems? Whew. Pretty sure sales teams are already tearing up reading this. But dry up those eyes. Tolga and crew have an exciting solution.
    Meet Tolga and hear:- How he ended up in insurtech of all things- Why he has bootstrapped his company from the ground up- How much time sales teams waste being data janitors- An innovative solution for moving hundreds of data fields in just a few clicks- Where Canopy Connect is going next

    • 42 min
    Marketing yourself on TikTok

    Marketing yourself on TikTok

    Elijah Goodman, Producer at Goodman Family Insurance, was looking for a creative way to gain attention and write more business. He and his buddies created a video that went quickly went viral and Elijah saw his sales increase and his Tik Tok fame rise in the process. Goodman Family Insurance is a family-owned independent insurance agency. Elijah’s unique marketing efforts made this local agency a household name and now writes in multiple states outside of his home state of Wisconsin.

    • 29 min
    The First Ever Digital M&A Platform

    The First Ever Digital M&A Platform

    Adam Bowe, Founder of Cake, has created a Carvana-like insurance marketplace where you can buy or sell your book of business. Today, the only way to buy or sell is...know the right person. With cake, that changes to...know the right platform. Not only are they democratizing the M&A space, they're also making it possible to exchange groups of accounts (known as "slices"), instead of the whole cake (aka, book of business). Believe us, this is one you don't want to miss.
    Meet Adam and hear:
    How Cake works
    The *free Value Your Agency tool available on haveyourcake.com
    Why this platform makes the M&A space available to anyone and everyone
    The "trust" challenge Cake must overcome - and how they're doing it
    Where this platform is headed in 2024+

    • 57 min
    It Starts With The Data.

    It Starts With The Data.

    Margeaux Giles, Founder & CEO of IRYS, sits down with us to try and settle the CRM vs AMS debate. Her experience in both agency operations and insurtech gives her a unique perspective on what the next generation of technology could look like for the indie agent. And it all starts with...the data.
    Meet Margeaux and hear:
    • 4 key differences between a CRM and AMS
    • A high-level overview of the importance of data architecture
    • Why agencies need a CRM to be competitive in the digital era
    • How to overcome the change management hurdle

    • 40 min
    SPOILER: An Agency’s Valuation Increases..

    SPOILER: An Agency’s Valuation Increases..

    Carey Wallace, Founder of AgencyFocus, has an intriguing background. She cut her teeth in startup early-on after helping take a company public shortly after finishing undergrad. Since then, she’s gone on to launch two more startups, both in the insurance analytics space. Her most recent venture is focused on helping agencies increase their valuation with......better data.

    • 42 min

Customer Reviews

4.8 out of 5
33 Ratings

33 Ratings

mujastarr ,

Great Content!

Great insurance and business related content for the independent agent or agency owner.

Flood Guru ,

Awesome podcast

Absolutely awesome podcast for the insurance industry

GParker2019 ,

Great mix of content and relatability

The podcast that dives into deeper topics within insurance, has specific tangible takeaways while remaining personable. Glad I took a look

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