In this podcast episode, Peter interviews Zach Franz, the manager of strategic partnerships at ePay Policy, discussing the evolution of digital payment solutions in the insurance industry. They explore trends in financing, innovations in payment processing, and the benefits of using ePay for insurance payments. The conversation also touches on cybersecurity, AI applications, and the future of payment processing, highlighting ePay's unique offerings and commitment to enhancing the agency experience.
In this episode of the Momentum Amped podcast, hosts Michael Lebor and Peter welcome Chip from trustedchoice.com to discuss the recent merger and its implications for independent agents. They explore the excitement surrounding the merger, the feedback from the community, and the technological advancements that will enhance the agent experience. The conversation delves into lead generation, the importance of data and AI, and strategies for agents to improve their conversion rates. Chip shares valuable insights and advice for agents to thrive in the evolving landscape of the insurance industry.
In this conversation, Peter Teresi discusses his extensive background in technology within the insurance industry, focusing on the challenges and inefficiencies surrounding the management of Certificates of Insurance (COIs). He emphasizes the need for a data-driven approach to streamline processes and improve collaboration among stakeholders. Teresi introduces Certificial, a platform designed to connect the insurance industry with various verticals, enhancing operational efficiency and empowering independent agents with technology. The discussion also touches on the importance of partnerships and the evolving landscape of insurance technology. In this conversation, Peter Teresi discusses the challenges and innovations in the insurance industry, particularly focusing on the role of technology and data in improving operational efficiency and compliance. He emphasizes the need for better documentation practices, the potential of telematics, and the importance of AI in transforming the insurance landscape. The discussion also touches on the onboarding process for agents and the significance of change management in adopting new technologies.
In this episode of the Momentum Amplify podcast, Michael Lebor and Adam Urbania discuss the evolution of the Agency Collective, the importance of resilience in the independent insurance market, and the role of technology and AI in shaping the future of insurance. They explore the challenges faced by agents transitioning from captive to independent models, the significance of building relationships in a digital age, and the potential of market access and commercial lines rating to enhance agency operations. In this conversation, Adam Urbania discusses the various aspects of maximizing revenue opportunities for insurance agents, the importance of evaluating agent quality, and fostering community and networking among agents. He emphasizes the need for adaptability in the insurance industry and highlights the significance of succession planning for agency owners. The discussion also touches on the role of technology and partnerships in enhancing agent success.
In this conversation, Ryan Deeds shares his extensive experience in the insurance industry, discussing his career journey, the impact of AI on development, and the concept of vibe coding. He elaborates on his current role at Alchemy, an agency focused on growth through acquisitions and operational efficiency. The discussion also touches on the challenges of data management in agencies, the importance of effective governance, and the future of engineering in the context of AI advancements. In this conversation, the speakers delve into the evolving landscape of agency operations, emphasizing the integration of AI and technology to enhance efficiency and knowledge sharing. They discuss the importance of establishing a clear internal operating system, leveraging AI for practical applications, and the need for agencies to rethink their technology purchasing processes. The conversation also highlights the significance of connecting expertise within agencies and retaining institutional knowledge as the industry faces a labor shortage. Ultimately, the speakers provide actionable insights for agencies to navigate the complexities of AI and technology adoption.
In this podcast episode, Michael, Peter, and Adam discuss with Philip Charles-Pierre about the evolving landscape of the insurance industry, focusing on the role of technology, the importance of relationships, and the challenges faced in commercial lines rating. They explore how AI and data flow can enhance the efficiency of agents and carriers, while emphasizing the need for collaboration and partnerships to drive innovation. The conversation highlights the gradual changes in the industry and the potential for niche markets to thrive as technology continues to advance.
In this episode of the Momentum AMP podcast, Teresa Kitchens, founder and CEO of Sterling Insurance Group, shares her insights on the evolving insurance industry, the impact of technology and AI, and the importance of building strong relationships within the industry. She discusses the challenges and opportunities that come with change, emphasizing the need for agencies to adapt and grow in a rapidly changing environment. Teresa also highlights the significance of understanding AI and its potential to enhance agency operations, while acknowledging the fears and uncertainties that many in the industry face regarding its implementation. In this conversation, Michael Lebor and Teresa Kitchens discuss the complexities of running an insurance agency, emphasizing the importance of understanding the difference between being a salesperson and a business owner. They explore the need for effective training and support, the significance of having a clear vision for agency operations, and the role of technology and AI in enhancing agency efficiency. The discussion also highlights the necessity of communication within the team and with clients to foster a successful agency environment.
In this conversation, Ema Roloff shares her unique journey into the insurance industry, highlighting her transition from teaching to technology and sales. She discusses the impact of social media, particularly TikTok, on her professional development and audience engagement. Ema emphasizes the importance of focusing on problem-solving in technology implementation, especially in the fast-paced insurance sector, and reflects on the challenges of transitioning from core selling to consulting. The discussion also touches on the broader implications of AI in the industry and the need for a strategic approach to technology adoption. In this conversation, Ema Roloff and Michael Lebor discuss the challenges faced by insurance agencies, including the impact of technology, the aging workforce, and the importance of uniquely human skills in the age of AI. They emphasize the need for agencies to focus on solving core problems rather than just adopting the latest tools, and the significance of knowledge transfer within organizations. The discussion also highlights the role of AI in enhancing agency operations and the necessity for employees to develop digital literacy to adapt to changing job landscapes.
In this conversation, the speakers discuss various aspects of the insurance industry, focusing on acquisition challenges, the importance of data governance, and the role of technology in enhancing agency operations. They also explore the significance of podcasts in business growth and the potential of AI in the insurance sector. The discussion highlights the need for better data management practices and the value of managed services for smaller agencies. In this conversation, the speakers discuss the evolving landscape of the insurance industry, focusing on the integration of technology in rating and quoting processes, the challenges faced by agents and carriers, and the potential for disruption in the broker and wholesaler sectors. They emphasize the importance of customer experience, the role of premium financing, and the need for effective communication and training within agencies. The conversation also touches on innovative marketing strategies and the use of AI to enhance operational efficiency.
The insurance industry is on the edge of a technological revolution — and most independent agents are missing it.
In this episode of Insurance Technology Amplified, we sit down with industry trailblazers to unpack why 90% of independent agents are lagging behind on AI, what the top 10% are doing differently, and why this moment might be the single greatest opportunity of your career.
We dive into:
The real capabilities (and limits) of today’s AI tools — LLMs vs. Agentic AI
How forward-thinking agencies are automating 80% of workflows
Why AI adoption is different this time — and how it compares to VoIP and API integrations
The emotional landscape of AI for agents: excitement, nervous energy, and a healthy dose of FOMO
What the future holds for insurance tech — including quantum computing, protocol-driven agent orchestration, and AI-powered sales enablement
You'll also hear why now is the window to take action — and how early adopters can build uncatchable advantages before the rest of the market wakes up.
Whether you're skeptical, curious, or already experimenting with AI, this episode delivers insights, laughs, and a clear call to action: get to work — or get left behind.
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 Kiefer, we examine the future of insurance technology and the opportunities it presents for enhancing agent experiences. Tune in to discover how technology is revolutionizing the insurance sector and what lies ahead.
In this episode of Insurance Technology AMPlified, we dive into the future of insurance agencies with the help of AI, featuring insights from industry legend Steve Anderson. Join us as we explore how AI is revolutionizing productivity and enhancing, not replacing, the role of agents. Steve shares his expertise on the practical applications of AI, from video email to policy checking, and discusses the importance of embracing technology in building stronger client relationships. We also touch on the fear of technology replacing agents and how to overcome it. Tune in to learn how to future-proof your agency for 2025 and beyond and discover practical steps to integrate AI into your workflow, even with a limited budget. Don't miss this insightful conversation on staying ahead in the rapidly evolving world of insurance technology.
In this episode of Insurance Technology AMPlified, we dive deep into the future of commercial insurance with Kiefer, Peter, and Adam, pioneers in the field of digital commercial rating and agency management systems (AMS). Join us as we discuss how Momentum is reshaping the industry by combining cutting-edge technology, market access, and automation to create an end-to-end solution for agents. From improving efficiency and harnessing data to empowering agents to stop saying no, this episode is packed with insights on how technology is revolutionizing the way agents quote, bind, and manage policies.