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  • 9. Daryl Hemeon, Director, Customer Solutions, Noyo

    9. Daryl Hemeon, Director, Customer Solutions, Noyo
    2024/01/25
    We are happy to showcase Daryl Hemeon, Director, Customer Solutions, at NOYO with our latest P's and Q's Podcast. Our host, Kevin Dawson, shares a beer and discusses with Daryl how NOYO is connecting enrollment platforms to carriers with real time benefits transactions. Crack open one of your favorites and sit back and listen!
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    29 分
  • 8. Mark Rieder, Head of Innovation, NFP

    8. Mark Rieder, Head of Innovation, NFP
    2023/09/21
    In this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Mark Rieder, Head of Innovation at NFP. We discuss how brokerages like NFP are working to implement technology with their teams after making aqcuisitions of smaller agencies to improve effeciencies. As well as how smaller agencies can make themselves more attractive as merger partners by utilizing technology to become more profitbale. Mark also shares with us what he believes the future of insurance technology will focus on in the world of artificial intellegence.

    About Mark
    Mark Rieder, Head of Innovation at NFP, is inspired by faith, family and fatherhood to lead his company by example. Mark is a noted authority on the technology that drives insurance and employee benefits, having written and spoken extensively on these subjects.


    About NFP
    NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. We enable client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions across the globe. With more than 7,000 employees around the world, we are experts, leaders and advocates, all coming together to work towards one goal: to help our clients solve problems.

    About PerfectQuote:
    PerfectQuote is a group insurance quoting platform that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error-free, and without any need for data entry. PerfectQuote is cloud-based software used by Top-50 agencies, regional, local firms, and general agencies operating within the employee benefits industry. PerfectQuote is proud to call Austin, Texas home.
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    29 分
  • 7. Alan Katz, Co-Founder NextAgency

    7. Alan Katz, Co-Founder NextAgency
    2023/07/20
    In this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Alan Katz, Co-Founder and CEO of NextAgency. We discuss how NextAgency is helping brokers build and manage their agencies more efficiently, and build more profitablely into their business. Leveraging the power of technology, more small to mid-sized agencies are able to tackle the changing market and spend more time taking care of their clients and less time dealing with busy work. We also talk about how NextAgency has helped their users work with PerfectQuote.


    About Alan
    Alan served as SVP for Individual and Small Group Sales at WellPoint (now Anthem) and Chief Sales Officer at SeeChange Health. Alan entered the insurance industry in 1983 and is a past President of the National Associations of Health Underwriters (now NABIP). He received NABIP’s “Person of the Year” award in 2013. Alan was an attorney with the U.S. Securities and Exchange Commission and Chief of Staff to California’s Lt. Governor. He has written and spoken extensively on sales, marketing, technology, and business planning.

    About NextAgency:
    NextAgency’s Purpose: Help Brokers Win. The benefits world is changing.

    New legislation. New competitors. New responsibilities and expectations. Never has the market demanded as much from benefit brokers. Never has it demanded greater efficiency.That’s why we created NextAgency: to help you build the agency of your dreams. And that’s why we’re constantly enhancing NextAgency: to provide you with the tools you need to succeed.

    About PerfectQuote:
    PerfectQuote is a group insurance quoting platform that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error-free, and without any need for data entry. PerfectQuote is cloud-based software used by Top-50 agencies, regional, local firms, and general agencies operating within the employee benefits industry. PerfectQuote is proud to call Austin, Texas home.
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    28 分
  • 6. Nancy Giacolone, President at Olympic Crest Insurance

    6. Nancy Giacolone, President at Olympic Crest Insurance
    2023/06/15
    In this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Nancy Giacolone, President of Olympic Crest Insurance and 2023 BenefitsPRO Broker of the Year. We discuss how she has evolved her agency to better serve her clients and their employees using technology and social media, what it takes to become an award winning broker, and how the insurance industry is evolving with technology.


    About Nancy:
    Nancy started Olympic Crest Insurance in 1995 as a boutique employee benefit focused agency and has continued to grow it ever since. With her extensive experience working with and for employers in the employee benefit area, her mission is to share her knowledges with as many employers as possible to transform their benefit package.

    Nancy has earned many industry awards and is a sought after speaker both within and outside of the industry. She is the host of her own podcast “Recipe for Success” which can be found on all major podcast platforms and YouTube.

    She is a life-long learner with a desire for constant improvement which is the key ingredient to her success.

    When not trying to revolutionize the benefits industry, she can be found spending time with her husband and three dogs or in the kitchen whipping up something fabulous. She is also a reader, lover of puzzles, Peloton, and a good laugh with friends and family.

    About PerfectQuote:
    PerfectQuote is a group insurance quoting platform that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error-free, and without any need for data entry. PerfectQuote is cloud-based software used by Top-50 agencies, regional, local firms, and general agencies operating within the employee benefits industry. PerfectQuote is proud to call Austin, Texas home.
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    18 分
  • 5. Jackie Hermes, Founder & CEO of Accelity Marketing

    5. Jackie Hermes, Founder & CEO of Accelity Marketing
    2023/05/18
    In this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Jackie Hermes, Founder & CEO of Accleity Marketing. We discuss how insurance agencies should embrace marketing and technology to grow their businesses. Jackie shares insights into what changes she has seen take place in the insurance industry as she has worked with many InsurTech firms over the last decade, and how brokers and their clients have adapted to new technology.

    About Accelity:
    As a unique agency comprised of entrepreneurs (over half of us have side hustles or are former entrepreneurs!), we help growth-stage B2B software companies grow. From planning to execution, our team of growth-minded marketers has one goal: driving revenue growth for B2B businesses. Marketing isn’t a one-size-fits-all thing. From video marketing and sales enablement to highly targeted inbound campaigns, our talented team loves customizing strategies to best serve each company's unique growth goals. To learn more, visit accelitymarketing.com or contact hello@accelitymarketing.com.

    About PerfectQuote:
    PerfectQuote is a group insurance quoting platform that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error-free, and without any need for data entry. PerfectQuote is cloud-based software used by Top-50 agencies, regional, local firms, and general agencies operating within the employee benefits industry. PerfectQuote is proud to call Austin, Texas home.
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    22 分
  • 4. Doug Mohr, VP of Industry Relationships & Partnerships at Vertafore

    4. Doug Mohr, VP of Industry Relationships & Partnerships at Vertafore
    2023/04/20
    In this episode of the P's & Q's Podcast by PerfectQuote, we share some pints and questions with Doug Mohr, Vice President of Industry Realtionships & Partnerships at Vertafore. We discuss how insurance agencies have utilized technology platforms like Vertafore's suite of offerings to generate more efficiency in managing their agencies. As well as discuss the Orange Partner Program that PerfectQuote as a Strategic Partner integrates with Vertafore's BenefitPoint.

    About Vertafore:
    As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore’s solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers.

    About PerfectQuote:
    PerfectQuote is a group insurance quoting platform that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error-free and without any need for data entry. PerfectQuote is cloud-based software used by Top-50 agencies, regional, local firms and general agencies operating within the employee benefits industry. PerfectQuote is proud to call Austin, Texas home.
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    22 分
  • 3. Holly Forest, VP Client Services at OneDigital

    3. Holly Forest, VP Client Services at OneDigital
    2023/03/16
    Holly Forest, Vice President of Client Services at OneDigital joins P's & Q's Host Kevin Dawson for some Pints and Questions to share how OneDigital saw that manually keying carrier data into a spreadsheet was not scalable when working with thousands of employers. Her team’s time was better spent engaging with clients and providing quality consulting. They needed another way. Enter PerfectQuote, the leading-edge health benefits quoting platform that helps companies like OneDigital sell and renew employee benefits faster.

    Learn more about PerfectQuote helps agencies like OneDigital.

    OneDigital is a steward of business growth and people potential. Our insurance, financial services, and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
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    14 分
  • 2. Elek Pew, Head of Digital Partnerships, Beam Benefits

    2. Elek Pew, Head of Digital Partnerships, Beam Benefits
    2023/02/16
    Elek Pew, Head of Digital Partnerships at Beam Benefits joins P's & Q's Host Kevin Dawson for some Pints and Questions to share his story about Beam Benefits, his thoughts on the future of insurance, and the partnership between Beam and PerfectQuote.

    Meet Beam: Beam Benefits is a digitally-native employee benefits company that offers dental, vision, life, disability, and supplemental health coverage for employers of all sizes. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its intuitive online platform, self-service tools, AI-powered underwriting, and thoughtful coverage for improved overall wellness. Its Beam Perks™ program offers incentives to members and rewards them for healthy behaviors. Beam has raised over $160 million in funding and is available in 44 states across the U.S. Learn more at beambenefits.com
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    16 分