The Insura-Preneur Podcast

The Untapped Goldmine in Agency Data

Ryan Deeds, Vice President, Technology and Data, Assurex Global
 
Ryan Deeds, VP of Technology and Data at Assurex Global has been digging deep into one of the largest goldmines of data in the insurance world: agency data. Listen to this fast-paced discussion to learn how he’s helping Assurex’s agency partners leverage this data for consistent revenue growth: 
 
Four data points every agency can use to fuel reliable growth
How to find your best growth strategy by analyzing your segmentation
Why insurance consumers are “buying differently” and how to attract the right leads
 
Listen now for reliable, data-driven guidance to accelerate your agency’s growth and win the right insurance consumers. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

How Climate Change is Already Impacting Insurance

Peter Picetti, Senior Vice President, Heffernan Insurance Brokers
 
Climate change is often treated as a problem that won’t impact most of us until much further down the road. According to our guest, Peter Picetti, SVP of Heffernan Insurance Brokers—one of the largest independent agencies in the nation—this couldn’t be further from the truth. 
 
In this timely conversation, this 30 year veteran of the insurance industry explains why climate change keeps him up at night, and why agents should prepare their own plan of action now. Listen for Peter’s insight on:
 
How climate change is already forcing hard-market pricing
What you can expect to be telling your personal and commercial lines clients in the next 12-24 months
How recent natural disasters are shaping the next year of insurance, and what this means for today’s agent
 
Don’t let your agency get caught flat-footed and left behind. Make this podcast a priority to prepare for the future. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

How Telematics Helps Today’s Insurance Agent

Chief Customer Officer, TrueMotion
Telematics isn’t the newest technology, but advancements in adjacent technology—GPS accuracy, machine learning, and smartphones—has made telematics an effective tool to increase customer satisfaction, and boost retention. 
 
David Morse is the Chief Customer Officer at TrueMotion, the leading smartphone-only driving data platform. In this fascinating discussion, David reveals:
 
How your agency can leverage telematics
How telematics can help you be there for your customers the moment they need you most
Why captive and direct carriers are dominating the telematic market—and how it’s changing the way they write policies
 
Telematics will continue to expand in use and capability over the next few years. Listen to this podcast to understand why your agency should pay close attention.
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Best-Selling Author Shares Practical Roadmap to Success

Bryan Falchuck, Founder and Managing Partner, Insurance Evolution Partners
Our guest, Bryan Falchuck, Founder and Managing Partner at Insurance Evolution Partners, offers a roadmap to success based on real-world successes. 
 
Bryan is the best-selling author of The Future of Insurance, and a 20 year insurance industry veteran with experience at Liberty Mutual, Beazley, Hiscox, McKinsey, and more. Bryan’s strategies and tactics are based on transformative success stories and high-quality data. Listen to this discussion to learn:
 
Bryan’s “three themes” of reliable success in today’s insurance world
Strategies to reach the performance level you want from your agency
How to make smart technology decisions and not get derailed by shiny new fads
 
Listen to this discussion for eye-opening insight to help guide you through the modern age of insurance. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

AI is Entering the Independent Agency Channel

Ron Glozman, CEO & Founder, Chisel AI
The magic of AI is hitting the independent agency channel. Ron Glozman, Founder and CEO of Chisel AI shares the story of this hot new insurtech went from dorm room project to “the one to watch.” 
 
Chisel won the Gold Award at the Zurich Innovation World Championship. After being crowned the winner of the ACORD Insurtech Innovation Challenge, Ron was named “Insurance Innovator to Watch” by Digital Insurance Magazine. Now, sitting on a growing influx of venture funding, Ron’s company is changing the way agencies operate. 
 
If you want to keep up with the fast pace of today’s insurance innovation, listen to Ron reveal:
 
How Artificial Intelligence can slash the time it takes to review policies
Emerging tech trends agency principals need to keep their eye on
Where AI will be leveraged most in the insurance industry
 
Don’t miss this important conversation with one of the industry’s top innovators. Learn about the major innovations hitting the insurance market today, and shaping its future when you listen to this discussion.
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Vertafore CEO’s Vision of the Independent Agent’s Future

Amy Zupon, CEO, Vertafore
Some thought leaders predict the future. Some describe it. Very few shape it. As CEO of one of the largest technology firms in insurance, Amy Zupon has a reach and influence that affects the business and lives of tens of thousands of independent insurance agents. 
 
In this robust conversation, Amy reveals her insights on the trends and forces that are rapidly changing the demands of the entire agency channel—and delivers practical advice for agency principals who want to control their future. Listen to this discussion to learn: 
 
How changes in consumer behavior are shifting the role of today’s agency.
The most important decisions agency principals can make today to secure their future.
How to navigate the world of technology in the insurance agency.
 
Whether or not you’re a Vertafore customer, you should know what Amy sees and thinks. Don’t miss this conversation with one of the most influential people in our industry. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Where agency software is going and what you need to do now

Lucas Jans, Vice President of Product, Agency Revolution
For 21 years Lucas Jans has designed and delivered software solutions for independent insurance agencies. From ZipDrip—the industry’s first automated email marketing system in 1999—to Fuse™, the intelligent automated marketing powerhouse we offer today, Lucas has a unique perspective on how agencies should think about software and make buying decisions that will help them scale. Listen to Lucas’ insights on: 
 
Critical criteria to help agency principals make the best buying decisions for their agency
Newer technologies that are changing how the independent agency system operates
Common expensive mistakes agencies make when buying technology
 
Implementing the right software is a necessity for agencies looking to scale today. This conversation will help eliminate confusion and add clarity to the important buying decisions you’ll make this year. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

The Three Ultimate Secrets to Organic Agency Growth

Michael Jans, Founder, Agency Revolution, Principal, Michael Jans Advisory
The modern insurance age presents unique challenges, and many agents struggle with what to do next. In this episode Michael Jans takes center stage to present a simple, but powerful way to thrive in today’s marketplace. Michael delivers a clear path and plan for agency growth, including: 
 
The secret about the modern insurance consumer most agents miss
A five stage path and plan to help agencies avoid confusion, expensive mistakes, and wasted time – and instead achieve growth
Where to look for the money in today’s fast moving environment
 
If you’re looking for a path to growth for your agency, or just need to add value, don’t miss the analysis and strategy from one of the industry’s top advisors in strategy and marketing.
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

How AI is Changing the Shape of Insurance

CEO, Head of Research, Emerj Artificial Intelligence Research
While the world is whizzing by at record speed, Dan Faggella has a keen sense of where it’s going. Emerj Artificial Intelligence Research is called upon by organizations like the World Bank, United Nations, INTERPOL, and global insurance and banking companies to help them navigate the landscape of artificial intelligence. 
 
In this discussion, Dan and Michael strip AI down to the basics. What it is. What it does. Why it matters—in real and practical ways—to the modern insurance agent. Listen to this discussion to learn:
 
How the investment in AI by major carriers will impact the independent agency
The strategic response Dan says smart agents must make as the impact of AI and changing consumer expectations converge.
How AI will affect your everyday business: pricing, markets, and shifting roles of agents.
 
If your strategic horizon goes past two years, this is a conversation you need to listen to now. Don’t miss this expert view on how this powerful technology will impact the independent agency system. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Investing in the Client Journey Paid Off For This Agency

Joanna Paredes, Quality Assurance Manager, Swingle Collins & Associates
 
Swingle Collins & Associates is one of the largest privately owned agencies in Texas. Like any other agency in the modern era, getting to the next level meant change, and change can be hard.
 
Listen to this discussion to learn how a well established agency embraced modern communication to not just meet the expectations of today’s consumers, but win the hearts and support of their
producers.
How Joanna used automation to improve client satisfaction and boost retention
Tips to increase policy per client count
How this agency implemented automation in a way that won the hearts of their own producers
 
If you’re trying to make new tech work in your agency, or if you need to win support from your team to make change stick, do not miss this episode. 
 
Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.