Ep17: Wendy Boyd, Senior VP at Transamerica, Transamerica's Renewed Vision: Brokerage Reinvention & Diversity

Ep17: Wendy Boyd, Senior VP at Transamerica, Transamerica's Renewed Vision: Brokerage Reinvention & Diversity

In this episode, Trent engages in a dynamic conversation with Wendy Boyd, Senior Vice President of Transamerica, as they delve into the company's ambitious transformation journey. Wendy discusses her pivotal role in revitalizing the Transamerica brand, emphasizing a recommitment to brokerage and the implementation of the Over 25 initiative. They explore how this initiative is reshaping Transamerica's apps, processes, offerings, and overall credibility in the industry. Additionally, Wendy highlights the importance of bringing diversity of perspective to life insurance distribution, underscoring Transamerica's commitment to inclusivity and innovation. Join Trent and Wendy for an insightful discussion that unveils Transamerica's renewed vision and its transformative impact on the insurance landscape.

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Skip Ahead:

0:00-2:09 Intro

2:09-3:24 Roll Tide

3:24-5:45 Wendy and Early BGA

5:45-14:17 Why Wendy joined Transamerica

14:17-21:45 What needed to change and the initiative to address it

21:45-27:11 Recommitment to Brokerage

27:11-31:49 New Underwriting Speed in standard apps and final expense

31:49-33:55 Final Expense Underwriting Differences

33:55-37:42 Group Life and LTC

36:42-44:53 Project Revitalize and What success will look like

44:53-47:02 Closing

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Jaksot(21)

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