From Bootstrapped Startup to Vertafore Acquisition: The AgencyZoom Journey with Moe Latif

Insurtechs.io

In this episode of Founders Journey, Jeff sits down with Moe Latif, co-founder of AgencyZoom, to talk about how a side project turned into one of the most beloved CRM platforms in the insurance industry and ultimately led to a successful acquisition by Vertafore. Moe shares how he and his co-founders identified a simple but critical problem in the insurance onboarding process and built a solution that quickly spread by word-of-mouth.

This episode explores the scrappy early days—lugging duct-taped booths to conferences, sharing hotel rooms, and reinvesting every dollar back into the business. Moe also reflects on their product philosophy of providing "insanely easy" tools for agents, the cultural shift in insurtech adoption, and how integration and AI are shaping the future of insurance sales technology.

Whether you’re an independent agent, startup founder, or someone fascinated by bootstrapped SaaS growth stories, this episode delivers valuable insight into building and scaling a tech solution inside a traditionally change-resistant industry.

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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/

Moe Latif :

https://www.linkedin.com/in/mlatif/

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