Vertafore Insurance Podcast

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.

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.

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 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.

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!

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.

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.

Even after two seasons, this conversation with Drew Kinney still stands out as a must-listen. Drew, Co-Owner of Kinney Insurance Agency, delivers an authentic, agency-first breakdown of building a tech stack that works. Whether you're revamping your operations or just getting started with automation, this episode is packed with practical insights and real-world advice that hasn’t aged a day. Key takeaways from the episode: The dynamics of working with family in an agency setting. The “why” and the "How" behind their AgencyZoom configuration. Practical advice on process optimization using the right tech tools. What’s working in their workflows and what could be improved. Aligning marketing, business intelligence, and internal operations for scalable growth. If you're serious about building a modern, efficient, and scalable agency, this one belongs on your playlist (again).

Data intake remains one of the biggest friction points for insurance agencies trying to scale their operations and deliver stellar client experiences. In this episode, we sit down with Nick Berry, Demand Generation Leader at Canopy Connect, to dive into how long-term success comes from thinking beyond the quote, and meeting prospects where they are. Nick shares how agencies are using technology to turn clunky intake processes into profit centers. Check out this episode and you will learn that: Only 7% of your market is ready to buy now, build for those who aren’t. Rapport starts with building relationships, not asking for VIN numbers. Coverage-based segmentation turns data into high conversion rates. Follow-up wins. Consistent and automated communication is key. Get your pen and paper ready; you'll want to take notes on this one.

Agencies struggle with slow, manual payment processes that delay cash flow and limit growth. When speed and efficiency in insurance payments can make or break an agency’s growth, ePayPolicy stands out by solving for both, fast. On this episode, I sat down with Zac Franz, Strategic Partnerships Manager at ePayPolicy, to talk about how they’re streamlining the entire cash flow, improving receivables, and helping agencies write more business, faster. When you download this one, you will hear more about how:Automation reduces errors and frees up staff for high-value client work.ePay's integration reduces payment workflows by up to 20 minutes.Agencies scale faster with streamlined receivables and automation.To standardize payments during mergers and acquisitions.Ciick subscribe for more incredible content for the remainder of this season.

The insurance industry is moving fast, and tech is no longer optional it’s the edge. At Accelerate 2025, Vertafore unveiled a bold vision to power a more connected, intelligent, and efficient insurance ecosystem. In this episode, Vertafore CEO, Amy Zupon and James Thom, CPO at Vertafore, step on the main stage at Accelerate to break down how Vertafore is delivering innovation that matters. From platform unification to AI that works behind the scenes, and how agencies, MGAs, and carriers can win today—and tomorrow. Download this episode and you will hear these key take ways. AgencyOne is live with dashboards, faster search, and navigation. Project Impact saves up to 45 minutes per day per service rep. Surefyre powers MGAs; 90% faster quotes, 44% growth in a year. AgencyZoom is now powering agencies across all sizes. AI drives results, automates tasks, boosts service, and reimagines insurance workflows.

Insurance agencies face the challenge of scaling client communications while staying personal. Matthew Smith discusses how Vertafore's partnership with ClientCircle changed the game for agency communications. Matt shares how agencies use both tools to automate outreach and improve retention.Download this one and you'll hear these key takeaways: Instant AMS360 integration for onboarding and renewals. Automate repetitive tasks and improve efficiency. Analytics track campaign opens, clicks, and retention. Omnichannel outreach: emails, texts, handwritten cards. Open APIs enable tailored agency communication solutions. Get your pen and paper ready; you'll want to take notes on this one.