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Vertafore Insurance Podcast

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!

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Leveraging AI at Vertafore: The strategy behind the buzz. Episode 440

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…

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Is Amazon redefining Insurance for the gig economy? Episode 439

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…

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Are you using tech that works for your agency? Episode 438

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…

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Improve your claims process today. Ep 437

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…

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What is your data really doing? Episode 436

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. •…

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The agent for the future is now. Episode 435

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…

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The golden rule for agency growth Episode 434

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…

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Is your communication strategy costing you? Episode 433

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…

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What's the secret sauce of Sagitta? Episode 432

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…

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Turning tech confusion into agency growth. Episode 431

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…

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