; 3 Keys to Being a Connected Agency | Vertafore

Join us on October 28th at 10:00 am PT/1:00 pm ET for our upcoming webinar, 3 Keys to Being a Connected Agency.

Connectivity in insurance means a lot more than just who you know. As an agency in an evolving industry, staying connected means gaining information from carriers with ease and communicating with clients when and how they want to communicate. In our webinar, “3 Keys to Being a Connected Agency,” our panel of experts, including Angela Adams, Jennifer Morrissey, and Todd Sorel, will explain how to embrace connectivity in your agency with technology that can help your agency meet carriers and clients where they are.

Key takeaways include: 

  • Connectivity myths in the insurance industry versus the reality
  • How to maintain tight ties with carriers
  • How to get your clients the right information quickly the first time
  • Why your agency should be communicating with customers on their terms
  • How to use the right technology to enhance your agency’s connectivity
You’ll leave with the knowledge you need to debunk the myths about connectivity and understand what it means to be connected across the entire distribution channel.

If you can’t make the live webinar, go ahead and register anyway – we'll send you the recording afterward! 



Get to know our panel:

Rick Fox (Webinar Host)
VP, Agency Associations & Networks at Vertafore

Rick Fox is the vice president of agency associations and networks at Vertafore, where he serves as a liaison for agency associations, clusters and aggregators to ensure they and their members have the right technologies, systems and policies in place to drive success. He also hosts the Vertafore Insurance Podcast where he evaluates trends and hot topics with the industry's biggest influencers.

Angela Adams
President at Angela Adams Consulting

Angela began her career in 1985 in agency accounting. Before starting her own business in 2001, Angela worked as an Agency Owner, Chief Financial Officer, and Commercial and Marketing Manager. Her experience working in agencies and deep understanding of the technology they use makes her an in-demand presenter for organizations across the country, including NetVU. She also maintains a close relationship with Vertafore. As an Orange Partner, Angela Adams Consulting often works closely with Vertafore on testing new releases and discussing agency needs. Angela truly understands agency culture and staff dynamics, and through her work leading Angela Adams Consulting, she has built a team of 70+ customer-focused and experienced individuals.

Rick Fox (Webinar Host)
VP, Agency Associations & Networks at Vertafore

Rick Fox is the vice president of agency associations and networks at Vertafore, where he serves as a liaison for agency associations, clusters and aggregators to ensure they and their members have the right technologies, systems and policies in place to drive success. He also hosts the Vertafore Insurance Podcast where he evaluates trends and hot topics with the industry's biggest influencers..

Jennifer Morrissey
Chief Information Officer at Oswald Companies

Jennifer is a performance-driven insurance executive who leverages technical, digital and operational expertise to define vision and implement strategies that yield successful transformations, and contribute to significant growth in revenues and measurable client outcomes. In addition to leading the strategic information technology division for Oswald Companies, she is also a member of Oswald Companies’ Executive Committee, which drives corporate-level decisions and strategic planning on behalf of the business and employee-owner population.

Todd Sorrel
Co-Founder of ePayPolicy

Todd's experience in the insurance industry started when he founded a premium finance company in 2006. He saw a need for digital payment processing in the insurance industry and co-founded ePayPolicy in 2015. His goal at ePayPolicy is to help agencies, brokers, MGAs, and premium finance companies speed up receivables, bind business faster, and deliver a seamless user experience.

Register for the Webinar