
Kat Ternes, VP of Revenue, hops on less than 24 hours after the acquisition announcement to give a behind-the-scenes on what's next for AgencyZoom. Why did Vertafore acquire? Will the original team stay? What should agents expect?
Nov 22, 2021
39 min

Cory Hagan, founder of Hagan Insurance, discusses the importance of building a data culture and his experiences operationalizing it. Throughout the episode, he talks about his background, issues he's run into transforming his agency and his commitment to long-term solutions.
Sep 7, 2021
34 min

A behind-the-scenes with Allan Egbert, co-founder of Ask Kodiak, on why they made the decision to partner with IVANS. And what this means for the future of Ask Kodiak.
Aug 23, 2021
51 min

Ty Harris & Matt Wielbut, Co-Founders of Openly, have created a 5-question quoting experience....with option to bind. Their next nut to crack: creating the same frictionless experience on the service side. Here's how they're going to do it (hint: data, data, data).
Jul 12, 2021
39 min

Carey Wallace, founder of AgencyFocus, has helped agencies across the country weaponize their data for well over a decade. She explains why certain KPIs that businesses currently use to benchmark themselves just aren't good enough anymore. And what metrics we should be thinking about instead.
Jun 15, 2021
33 min

Brent Hammer, Innovation Officer, and Bobbie Collies, VP of Strategic Distribution, share a behind-the-scenes look at how a regional carrier is quickly carving out space in the IA channel. Our prediction: mid-size carriers who can wrestle the data beast early give themselves a competitive edge against even the biggest nationals out there.
May 17, 2021
35 min

When we first started b atomic almost 2 years ago, many were skeptical. "Independent agents will never care about their data. And the industry will never care about independent agent data." Today, with just over 75 million rows of data, the skeptics are harder to hear. Here's why.
May 10, 2021
51 min

Everyone I've asked so far has defined "clean data" different. It's inaccurate data! It's incomplete data! It's a bad migration! The answer is...yes...and more. Sarah Applegate, Director of Data Integrity, breaks down exactly what it means and the depths to which bad data can hurt your business.
Apr 26, 2021
36 min

You already know the answer: the data. Aaron Bickle, CEO, and Brian Ogle, COO, share what service performance metrics they're tracking...AND how they've used these metrics to re-shape their culture. Beast mode.
Apr 19, 2021
36 min

"Growth doesn't matter unless it's profitable," Marc Petersen of American Advantage Insurance. Listen as he breaks down the 5 key metrics he uses to measure profitability. P.s. they don't include retention and premium growth.
Apr 12, 2021
25 min
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