Embracing Automation to Enhance your Customer Experience
Vertafore Insurance Podcast
by Vertafore
2w ago
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 t ..read more
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VIP Podcast - Kill data entry with this tool!
Vertafore Insurance Podcast
by Vertafore
3w ago
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 agenc ..read more
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Why You Should Embrace Robots in Your Agency
Vertafore Insurance Podcast
by Vertafore
1M ago
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  ..read more
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Building AI-Powered Conversions
Vertafore Insurance Podcast
by Vertafore
1M ago
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 ..read more
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Is AI evil?
Vertafore Insurance Podcast
by Vertafore
1M ago
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 ..read more
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The First Ever Artificial Intelligence Insurance Agent
Vertafore Insurance Podcast
by Vertafore
1M ago
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 ..read more
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Putting Your Tech Stack to work
Vertafore Insurance Podcast
by Vertafore
2M ago
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 ..read more
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The Secret sauce to this agency’s impressive growth.
Vertafore Insurance Podcast
by Vertafore
2M ago
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 ..read more
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Success, Driven by your Tech Stack
Vertafore Insurance Podcast
by Vertafore
2M ago
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 ho ..read more
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The Service Superpower KPI.
Vertafore Insurance Podcast
by Vertafore
3M ago
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 transa ..read more
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