Episode #5 The Insurance Lab: Testing Tomorrow’s Tools with guest Bradley Flowers (Portal Insurance)
Insurance Technology AMPlified
Release Date: 04/14/2025
Insurance Technology AMPlified
In this episode of Insurance Technology AMPlified, we dive into the transformative merger between Momentum and TrustedChoice.com. Join us as we welcome Chip from TrustedChoice.com to discuss how this collaboration is reshaping the insurance landscape. We explore the concept of "Agency in a Box," where the combined forces of Momentum and TrustedChoice.com offer a seamless, end-to-end solution for independent insurance agents. From lead generation to policy management, we provide a comprehensive platform that empowers agents to manage the entire customer journey efficiently. Chip shares insights...
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In this episode of Insurance Technology AMPlified, I dive into the transformative world of insurance tech with Peter Teresi from Certificial. We explore how Certificial is revolutionizing certificate management, making it synonymous with seamless, data-driven processes. Pete shares his journey from a tech background to becoming a pivotal figure in the insurance industry, emphasizing the importance of creating an interconnected ecosystem. We discuss the challenges of traditional workflows and the need for innovative solutions like smart COIs. Join us as we uncover how Certificial is bridging...
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In Episode #10 of Insurance Technology AMPlified, we sit down with Adam Urbania from the Agency Collective to explore their unique model for market access and growth in the insurance industry. Over the past six months, our partnership has flourished, highlighting the organic growth and demand for the services provided by the AC. Adam shares his journey from a background in clinical psychology and professional baseball to becoming the National Sales Director at the Agency Collective. We delve into the challenges and opportunities for independent agents, the impact of AI on client relationships,...
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In this episode of Insurance Technology AMPlified, we dive deep into the transformative power of technology in the insurance industry with Ryan Deeds. Join us as Ryan shares his 25-year journey from data strategy to his current role at Alchemy, a rapidly growing agency. We explore the concept of "vibe coding" and how AI-assisted tools like Cursor are revolutionizing software development, making it accessible to non-technical professionals. Ryan also discusses Alchemy's innovative approach to mergers and acquisitions, leveraging data to streamline processes and drive growth. Tune in to discover...
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In this episode of Insurance Technology AMPlified, I welcome Philip, a seasoned expert in the insurance technology space, to discuss the transformative power of innovation in the industry. Philip shares insights from his journey, including the complexities of commercial insurance and the role of technology in enhancing agent-carrier connections. We delve into the challenges of classification and the evolving landscape driven by both internal demands and external market shifts. Philip also highlights the importance of relationships in a tech-driven world and the gradual pace of change within...
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In this episode of Insurance Technology AMPlified, I dive into a fascinating conversation with Teresa Kitchens, founder and CEO of Sterling Insurance Group. Teresa shares her journey of building an independent virtual agency from the ground up since 2003, and how she's made insurance both easy and enjoyable. We explore the evolving role of AI in the insurance industry, discussing its potential to transform operations and improve client relationships. Teresa offers insights into how technology can enhance agency leadership by prioritizing clients and team culture. We also touch on the...
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In this episode of Insurance Technology AMPlified, I dive into the evolving challenges faced by insurance agencies in a tech-driven world. Joining me is Ema Roloff, a dynamic force in the industry who transitioned from teaching to technology sales, eventually co-founding Roloff Consulting with her husband. Ema shares her journey from corporate training to becoming a pioneer in using platforms like TikTok for business insights. We explore the power of digital tools in transforming insurance processes and how social media can offer real-time feedback on software implementations. Ema also...
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In this episode of Insurance Technology AMPlified, I sit down with Bradley Flowers from Portal Insurance to delve into the transformative tools shaping the insurance industry's future. Join us as we explore the challenges and opportunities of agency acquisitions, the importance of data compliance, and the potential of managed and professional services. Bradley shares his insights on the evolving landscape of insuretech, emphasizing the need for collaboration and innovation. We also touch on the role of AI and how it can revolutionize agency operations. Tune in to discover how technology...
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In this episode of Insurance Technology AMPlified, I dive into the transformative role of AI in the insurance industry. While 90% of agents lag behind, the top 10% are leveraging AI to revolutionize their operations. I explore how AI is not just a tool but a game-changer, offering insights into its rapid adoption compared to past technologies like VoIP. Joined by Ryan Hanley, we discuss the blend of excitement and anxiety AI brings, its accessibility, and how agentic AI could redefine efficiency. Discover how AI can shift focus back to relationship-building, problem-solving, and sales, freeing...
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In this episode of Insurance Technology AMPlified, we delve into the transformative power of technology in the insurance industry. Join me as I explore how innovation reshapes the landscape for agents and carriers alike. I sit down with Jeremy, the CEO of Sembley, who shares his journey from legal tech to insurance, highlighting the creation of a groundbreaking product that streamlines the process of handling Accord forms. We discuss the integration of AI into insurance workflows and the potential for AI-driven efficiencies. With insights from industry experts, including Craig Kilroy and Adam...
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