Advertise on podcast: Vertafore Insurance Podcast

Vertafore has been shaping the future of insurance AI for years. In this episode, we crack open the story behind the strategy. From early machine-learning models in 2017 to today’s trusted, human-guided AI, we trace the journey that turned automation into intelligence and set the stage for what comes next. You’ll hear how Vertafore is rethinking workflows, elevating industry expertise, and transforming data-heavy tasks into opportunities for speed, clarity, and smarter decision-making. Here’s a glimpse of what we dig into: The origins of Vertafore’s AI foundation and why it matters now How responsible, human-in-the-loop AI is reshaping everyday insurance work Where agencies can unlock efficiency and insight without losing the human touch A forward look at how AI is influencing Vertafore’s future content, products, and customer experience

Last-mile delivery is more than logistics; it’s a global insurance challenge, especially as Amazon scales coverage for delivery drivers worldwide. Recorded live at ITC Vegas, Sheetal Dhanuka, Product Manager at Amazon, shared how embedded insurance, regulatory complexity, and Amazon’s culture of customer obsession and innovation are reshaping last-mile delivery coverage. In this episode, you will hear more about how: Amazon insures last-mile drivers across its global delivery operations. Focused driver compliance ensures accurate, ongoing coverage. Cloud migration presents real data security and privacy hurdles. AI drives smarter risk insights and insurance optimization.

InsurTech innovation is moving fast, and independent agents need partners who keep pace. In this episode, Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, joins us to talk about the Orange Partner Program, what makes a tech solution agency-ready, and how AI is becoming a non-negotiable in the modern insurance tech stack. Here are some highlights of this episode: Doug finds tech built to solve real agency needs. Industry-built tech has stronger adoption and staying power. Best practice recognition starts with smart tech adoption. AI delivers value in billing, service calls, and policy comparison workflow.  Subscribe now so you don’t miss the next episode of the Vertafore Insurance Podcast!

The claims process can be overwhelming, with so many moving parts, adjusters, contractors, carriers, and so many moving parts. Thats why we invited Ben Morrow of Claims Setter, to come in and talk with us, to provide clarity, and help us understand how we can make that process calmer and more seamless. Whether it's day one or week 3 of a stalled repair, Claim Setter steps in with solutions to help take care of your policy holder  Listen to this episode today for these takeaways: Claims happen every 17 years, clients need trusted guidance. 70% of situations are resolved without a formal claim. Agents offer real value beyond the quote. AMS360 integration via Vertafore Client Communications. Thank you for joining us for this episode.

Insurance agencies have more data than ever, but unlocking its full potential is the real opportunity. August Butterbrodt, VP of Product at Vertafore, joins us to help our listeners turn that data into powerful, actionable insight.  In this episode, we talk about: • Turning raw data into real-time, actionable insights.  • Using Generative AI to eliminate manual entry and streamline workflows. • Connecting systems for a 360° client view in AgencyOne. • Helping smaller agencies compete with data-driven decisions. Be sure to tune in and hit that subscribe button!

Innovation is reshaping the independent agency model. Dale Steinke, Director of Agent for the Future at Liberty Mutual/Safeco, discusses AI, customer expectations, and the mindset agencies need to thrive. From Seattle’s innovation-driven energy to agency workflows and post-pandemic pivots, Dale shares where we're headed and how to get there faster. Key Takeaways from the Episode: • Amazon sets client expectations, your agency must deliver on. • AI's already here, you just need to learn it, use it & manage it. • Build an AI usage policy before it’s too late. • Adaptability isn’t optional; it’s your competitive advantage. • Agents must meet clients where they are, not the other way around.   Thanks for watching or listening to today's fast-paced episode. Please subscribe wherever you listen so you never miss an episode!

In this episode Jody Entrekin, Founder of Entrekin Insurance, unpacks his golden rule of agency growth. From building a tech-powered agency in small-town Mississippi, to changing how clients experience insurance, Jody covers it all in this episode.  Tune in to hear: Why the right tech stack is critical to scaling a modern agency. The power of educating clients and walking away if values don’t align. How Jody stays hands-on, to deliver unmatched service to his clients. Why tech supports the agency, but relationships still drive the business. Get your pen and paper ready; you'll want to take notes on this one.

In today's insurance landscape, communication is critical to agency growth and client retention. Sean Darwish, CEO of Inteveo and creator of EcoLink, joins us to unpack how deeply integrated communication transforms agency operations from disjointed chaos to scalable, client-centric performance. In this episode, we dive into how EcoLink brings voice, text, AI, and AMS data together to power modern insurance communication. Listen to this episode and you will hear: Why fragmented workflows cost agencies time, clients, and revenue. How AI-powered call routing boosts response time and compliance. Real-world agency impact: 30% of business lost during communication downtime. Why EcoLink is more than just a plugin it's purpose-built for insurance. How integrated communication elevates the entire policy lifecycle experience.   Get your pen and paper ready; you'll want to take notes on this one.

In an industry constantly pushing for smarter workflows and scalable platforms, the conversation around core management systems like Sagitta is more relevant than ever. Joining us on this episode is Kate O’Toole, Vice President at Starkweather & Shepley, alongside Bruce Westman, Senior Director of Product Management for Sagitta at Vertafore. We explore operational efficiency, tech adoption, and the power of Sagitta’s user community. They share insights on driving change, building collaboration, and leading with a problem-solving mindset. There is so much to unpack, in this episode including: Bruce’s Family Feud throwback and agency nostalgia. Starting with the problem before choosing tech solutions. The strength of the Sagitta user community. How working groups shape meaningful innovation. Importance of having the right people in place for change. AgencyOne’s UI and single sign-on advantages. Get ready to laugh, learn and long for more, this one gives all the feels. Thank you for listening.

Automation isn’t just a buzzword anymore; it’s a business accelerator, and no one knows that better than Mariah Gates, Founder & CEO of Accelerated Automation. What began as a side hustle has grown into a full-scale operation that’s helped hundreds of agencies streamline operations, unlock their tech stack, and simplify complex sales cycles. Mariah breaks down the real-world challenges agencies face with automation, and how even the smallest agencies can create enterprise-level efficiency with the right strategy and systems. In this episode, you will hear Mariah talk about how to: Maximize your existing tech stack. Automate follow-up instead of chasing more leads. Build complex backend systems but keep the user experience simple. Utilize your data better for cross-sell and retention. Adopt AI intentionally and scale with purpose.   If you are looking to level up your automation game, this episode is for you!

The benefits renewal season doesn’t have to be chaos, it can be your biggest growth opportunity. In this episode, Weston Lunsford, CEO of Plansight, joins the VIP Podcast to show how brokers are transforming the RFP process from manual madness into a modern, strategic advantage. With automation, clean data, and smart integrations, brokers are doubling client count, increasing revenue per client, and delivering high-touch service without the burnout. If you’re still managing renewals in spreadsheets and inboxes, this is your wake-up call to level up. Click play on this one and you will discover how to : Deliver faster, cleaner RFPs that convert, and impress the employer.  Automate low-value tasks to free you up for more value add tasks. Double your client volume, without hiring new staff. Push plan data directly into BenefitPoint, with no re-entry required. Win by blending automation with high-touch, relationship-driven service. Get your pen and paper ready; you'll want to take notes on this one.

Modernizing insurance isn’t about disruption for disruption’s sake; it’s about identifying deep-rooted problems and creating connected solutions that serve the entire insurance value chain. In this episode, Robin Livesay, Head of Product Strategy at ePayPolicy, joins us to talk about transforming legacy workflows, aligning product ecosystems, and using real customer data to drive innovation. Her outside-in perspective is helping redefine how agencies, MGAs, and carriers manage payments and data. Listen to this podcast, and hear us talk about: • Solving real problems, not chasing flashy technology, • Integrating products to create exponential user value. • Using customer data to shape product and experience design. • Connecting payment, policy, and commission data. • Workflow flexibility that is essential for modern agencies. This podcast is one you don't want to miss.

In a world where agents juggle leads but lack follow-through strategy, Todd Wurth, District Manager at Farmers Insurance, shares how he’s built a scalable, high-conversion process using AgencyZoom. From LA’s metro grind to Wyoming’s one-agent towns, Todd unpacks how consistent marketing, deep community engagement, and automated follow-up drive real growth—no matter the zip code. Turned “low” close rate into repeatable, high-conversion follow-up strategy Built 27+ automated pipelines tailored to product and prospect type Combines email, text, and mail for multi-channel lead nurturing Triggers life insurance campaigns using birthday data Tracks ROI by campaign, activity, and individual producer performance

Getting a quote shouldn’t feel like a marathon, and yet for many independent agents, that’s exactly what it is. In this episode, we sat down with Gordon Kendall , VP of Product at Vertafore, who brings nearly 20 years of carrier experience and a serious passion for agency workflow. From rating commercial auto from the ground up to building products like PL Rating & Commercial Submissions. Gordon breaks down how quoting became the real moment of truth, and why time, not money, is the new metric of agency success. When you listen to this episode you will hear how: Quoting sets the tone, before claims ever come into play. PL Rating and Commercial Submissions simplify the quoting journey. Bind bridges the data gap between agents and carriers. Fewer clicks means much healthier margins for agencies. Carriers must meet agents where quoting actually happens.   You looking for your moment of truth? You could find it in this episode.

The insurance industry is evolving at lightning speed, and keeping up with new ideas, tech innovations, and leadership insights can feel like a full-time job. That’s why we hit pause this week to bring you something special, a remix episode highlighting the best of Season 4 (so far). From high-impact insights to unexpected laughs, this recap is packed with our favorite moments, standout quotes, and other gems you won’t want to miss.   In this episode you will hear: Insights into agency management, customer experience and more. Real talk on the hard market and how our guests are surviving. Incredible soundbites from some of this season's guests thus far. A montage of both deeply inspiring moments as well as the comical ones too.   Whether you are a first-time listener or a return VIP, this is our gift to you! Thank you for listening!