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?

the path to building a data culture

Sep 7th, 2021 34m 40s

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 com

why Ask Kodiak was acquired (and what's next)

Aug 23rd, 2021 51m 39s

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.

openly on The Underwriterless Service Experience

Jul 12th, 2021 39m 3s

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 (hin

"revenue per employee" is dead

Jun 15th, 2021 33m 7s

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

why Grange believes in the power of indie data

May 17th, 2021 35m 57s

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 d

how much is independent agent data really worth?

May 10th, 2021 51m 31s

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 ske

what is "clean" data and why it matters

Apr 26th, 2021 36m 33s

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

why their service time is down 63% in 5 months

Apr 19th, 2021 36m 30s

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.

these 5 metrics are the answer to profitable growth

Apr 12th, 2021 25m 47s

"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.

the first step to monetizing insurance data

Apr 5th, 2021 41m 21s

Mei Wong, former fashionista turned data scientist, explains why most insurance agents' data sets aren't worth as much as they could be. And how to fix that. In a world of trillion dollar data sales, this is one you don't want to miss.

is your service team profitable? dan's is.

Mar 22nd, 2021 28m 31s

Wilber Price Insurance is where enterprise standards and pace-of-play meets small business heart and soul. Dan Chadwell, COO, explains how his 20+ year corporate career is helping drive change inside a top Nationwide agency that's turned indepe

how taylor rhodes is championing change inside Applied

Feb 22nd, 2021 1h 4m

It's no secret that independent insurance agents have been frustrated with the lack of innovation inside their agency management systems. Even in 2021, many AMS' still struggle with data standardization, won't or can't connect to other solution

the right way to build automation

Feb 15th, 2021 35m 14s

Yep, there's a wrong way to build automation. And if built without these principles in mind, it can wreak havoc on your customer experience and business process. Nate Manns, b atomic Architect, and Anna Shaffer, head of b atomic motorsports, ex

what the better agency & IVANS partnership means

Feb 8th, 2021 39m 56s

IVANS, the connectivity highway between independent agents and carriers, has only ever passed policy data through the indie agent's base tech: the Agency Management System. That changed in January, 2021. IVANS connected for the first time direc

the issues with omni-channel insurance marketing

Feb 1st, 2021 38m 56s

Allie Vaughan and Syd Roe discuss the journey of the neon marketing crew and why creating an omni-channel insurance experience has been tougher than we originally thought.

he cares more about inefficiency than efficiency

Jan 25th, 2021 44m 19s

At b atomic, we talk to insurance agency owners across the country who all say the same thing: "I want to be more efficient." They look for the promise of speed from others. "It's time to reverse that thinking," Jeromy Huerta, owner of Heritage

EZLynx sold. what does it mean for the IA channel?

Jan 18th, 2021 42m 42s

Last week caught us all a bit by surprise. 2 major acquisitions happened in the IA channel. Bold Penguin to American Family Insurance. And EZLynx to Applied. We focus today on the latter. Our big question: does this truly help the independent a

try this: put all your carriers on one zoom

Jan 11th, 2021 59m 37s

Jack Wingate, CEO of ALLCHOICE Insurance, isn't one to shy away from a little risk. He was one of the first to take on content marketing (still produces weekly content years later), didn't raise an eyebrow at truly investing in brand, has helpe

does predictive intelligence actually work?

Dec 21st, 2020 51m 38s

Ben Zauski, a quantitative investment analyst, tackles The Question around predictive intelligence. If we're basing impactful business decisions both at an agency and carrier level off these analytics, how accurate are they really?

how we're building a world without "portals"

Dec 14th, 2020 37m 7s

The independent insurance distribution model is suffering from a serious lack of connectivity. We've tried to band-aid with portals. But in a world where the customer demands something in minutes, not hours or days....portals just aren't fast e

the key to successful AMS transitions

Dec 7th, 2020 34m 55s

Before you move your entire team from one piece of technology to another, give this nugget a listen. A bad transition can cost you: a loss of team morale, unhappy customers and, ultimately, your bottom line. Robby Burton from Burton & Co. expla

the domino effect of bad data entry

Nov 30th, 2020 38m 42s

Internally, data collection is often perceived as a roadblock as opposed to an opportunity. Shifting that perception starts with understanding the domino effect of bad data entry. How does it affect the customer experience, automations, reporti

the next generation of IVANS

Nov 23rd, 2020 50m 59s

You don't bring on a new CEO unless you're looking to set a new strategic vision. What is that vision? How will they actualize it? And most importantly...why? All questions Reid Holzworth and I wrestle with. This is the next generation of IVANS

this is the future of fully-integrated insurance marketing

Nov 16th, 2020 30m 28s

The #1 issue most insurance marketers face today: a disconnected marketing system. They spend so much time being data janitors, their creative time is crushed. But the holy grail of insurance marketing...a fully integrated system...isn't withou