

حمایت شده
In this episode, we sit down with Daniel Metcalf, co-founder of Smart Harbor, to explore the complete lifecycle of building and exiting an insurtech business. Daniel shares the origin story of Smart Harbor, a company born out of the belief that independent insurance agents needed modern digital tools to compete with direct writers. He talks about the company's evolution from its startup days to a strategic acquisition by Vertafore, revealing hard-earned insights into timing the market, building valuable tech for a niche audience, and navigating a sale in a down market. Daniel also reflects on what founders often get wrong about exits, how M&A differs when strategic buyers are involved, and what he would do differently if he started again today. This episode is a must-listen for insurtech founders, operators, and investors who want a clear-eyed view of what it really takes to succeed and exit in today's market.
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Thank you to our sponsors:
Traq AI!
To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io
Mav
Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs
Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today!
https://insurtechs-2.creator-spring.com
Follow Insurtechs.io :
https://www.linkedin.com/company/insurtechs/
https://www.youtube.com/@insurtechs
https://x.com/Insurtechs_io
https://www.instagram.com/insurtechs/
https://www.facebook.com/Insurtechs/
https://www.tiktok.com/@insurtechs
Listen to the Pod :
Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982
Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh
Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614
Jeff Shi :
https://www.linkedin.com/in/jeffshiva/
Daniel Metcalf :
https://www.linkedin.com/in/danielmetcalf/
-----------------------------
Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!
93 قسمت
In this episode, we sit down with Daniel Metcalf, co-founder of Smart Harbor, to explore the complete lifecycle of building and exiting an insurtech business. Daniel shares the origin story of Smart Harbor, a company born out of the belief that independent insurance agents needed modern digital tools to compete with direct writers. He talks about the company's evolution from its startup days to a strategic acquisition by Vertafore, revealing hard-earned insights into timing the market, building valuable tech for a niche audience, and navigating a sale in a down market. Daniel also reflects on what founders often get wrong about exits, how M&A differs when strategic buyers are involved, and what he would do differently if he started again today. This episode is a must-listen for insurtech founders, operators, and investors who want a clear-eyed view of what it really takes to succeed and exit in today's market.
-----------------------------
Thank you to our sponsors:
Traq AI!
To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io
Mav
Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs
Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today!
https://insurtechs-2.creator-spring.com
Follow Insurtechs.io :
https://www.linkedin.com/company/insurtechs/
https://www.youtube.com/@insurtechs
https://x.com/Insurtechs_io
https://www.instagram.com/insurtechs/
https://www.facebook.com/Insurtechs/
https://www.tiktok.com/@insurtechs
Listen to the Pod :
Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982
Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh
Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614
Jeff Shi :
https://www.linkedin.com/in/jeffshiva/
Daniel Metcalf :
https://www.linkedin.com/in/danielmetcalf/
-----------------------------
Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!
93 قسمت
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