Profiles in Risk

Grace McNamara, Chief Strategy Officer at Elfie - PIR Ep. 791

Wed, 04 Mar 2026 07:00:00 -0500

Tony chats with Grace McNamara, Chief Strategy Officer at Elfie, they are the health superapp that brings all your health apps into one place with one seamless experience and give you better insights. A fascinating episode!

Grace McNamara: https://www.linkedin.com/in/grace-mcnamara-irelandlondonnewyork/

Elfie: https://www.elfie.co/

Video Version: https://youtu.be/t5VyIRBKE5A

Chris Casaleggio, Claims Author - PIR Ep. 790

Mon, 02 Mar 2026 07:00:00 -0500

Tony chats with Chris Casaleggio, Regional Director NE at MC Consultans, Forensic Expert, and Claims Author. Chris has written six books about the claims trade! Today we chat about his latest book: "Claims Crossroads: Fresh Starts, Smart Pivors & New Paths for Adjusters". The entire series is fantastic, but this latest entry is so important. What happens when a claims adjusters decides they need to seek a different direction? Don't leave the industry, there are many ways to make the most of your claims background and Chris can help you find the way!

Chris Casaleggio: https://www.linkedin.com/in/casaleggio/
Claims Crosswords: https://amzn.to/4l1sUhv

Kristina Fahl, Founder & CEO at Shuttlebee - PIR Ep. 789

Thu, 26 Feb 2026 09:00:00 -0500

Tony chats with Kristina Fahl, Founder & CEO at Shuttlebee, 54% of K-12 students in the US don't have traditional school bus service. Kristina set out to solve this issue with a network of highly vetted micro-entrepreneurs and found that insurance was the main stumbling block her partners faced. This is the story of how she's solving that problem. A fascinating episode you cannot miss!

Kristina Fahl: https://www.linkedin.com/in/kristinagfahl/
ShuttleBee: https://getshuttlebee.com/

Video Version: https://youtu.be/jkbdAMbZOvo

Serge Salager, CEO at Visualping - PIR Ep. 788

Mon, 23 Feb 2026 12:00:00 -0500

Tony chats with Serge Salager, CEO at Visualping, a simple idea that's incredibly useful. Be notified when an important change happens online. Sounds simple, but the insurance underwriting implications are massive. Don't miss this one!

Serge Salager: https://www.linkedin.com/in/sergesalager/
Visualping: https://visualping.io/

Kelly Donahue-Piro, Agency Performance Partners - PIR 787

Tue, 17 Feb 2026 07:00:00 -0500

Tony chats with Kelly Donahue-Piro at Agency Performance Partners, they are the BFF every independent agency owner needs, regardless of the size of your agency. If you're not loving the way your agency is running, think you might need to update your processes or your systems, you owe it to yourself to chat with Kelly and her team. They can help in many ways from deep in-person consulting and training to affordable access to the most in-depth and comprehensive online school on how to run every aspect of a modern insurance agency.

Kelly Donahue-Piro: https://www.linkedin.com/in/kellydonahuepiro/

Agency Performance Partners: https://www.agencyperformancepartners.com/

Video Version: https://youtu.be/2IuIyPYFk2A

David Stafford, Co-Founder and COO at Substance - PIR Ep. 786

Thu, 12 Feb 2026 08:00:00 -0500

Tony chats with David Stafford, Co-Founder and COO at Substance, they are a budding insurtech, currently in pre-seed funding round, that is building an An MGA that is powered by AI and robotics to completely change the risk evaluation and loss prevention process focused in warehouse and supply chain space. Their technology will have applicability to warehouses, manufacturing, and the fast growing space of data centers. They completely turn the model upside down with proprietary products starting in property. Instead of a loss control inspection they create a deep digital twin of the facility to 2 mm of precision using video, sensors and lidar. Once the policy is written they leave behind the robot to continuously scan the facility in case something changes, think of it like an industrial roomba, and his name is FELIX. An incredible conversation you wouldn't miss! #Insurance #insurtech

David Stafford: https://www.linkedin.com/in/david-stafford-b842048/
Substance: https://substance-corp.com/

Video Version: https://youtu.be/ICfUpKMSHQs

Nicolas Christiaen, Co-Founder & CEO at Donna - PIR Ep. 785

Tue, 10 Feb 2026 08:00:00 -0500

Tony chats with Nicolas Christiaen, Co-Founder andCEO at Donna, this is an update episode. Nicolas first appeared in PIR Ep. 693. Donna is an amazing AI assistant for sales teams and she just keeps getting better. Whether you're in sales or run a sales team you shouldn't miss this episode!

Nicolas Christiaen: https://www.linkedin.com/in/nicolaschristiaen/
Donna: https://www.askdonna.com

Stephen Stonberg, Co-Founder & CEO at Tabit Insurance - PIR Ep. 784

Wed, 04 Feb 2026 10:00:00 -0500

Tony chats with Stephen Stonberg, Co-Founder & CEO at Tabit Insurance, they are the world’s first (re)insurance company allowed to hold all of its regulatory capital in Bitcoin. This brings an entirely new source of capital into the global (re)insurance market, and provides complete transparency with regulatory capital visible on the blockchain. The Company is focused on innovating the balance sheet of (re)insurance, and all policies and premiums are denominated in Fiat currencies. A fascinating conversation that you shouldn't miss!

Stephen Stoberg: https://www.linkedin.com/in/stephen-stonberg/
Tabit Insurance: https://www.tabitinsurance.com/

Video Version: https://youtu.be/Rz7amk83Ryg

Harry Vardigans, Head of Insurance at Fathom - PIR Ep. 783

Tue, 03 Feb 2026 08:00:00 -0500

Tony chats with Harry Vardigans, Head of Insurance at Fathom, they are a modern cat modeling company focused on hazard mapping and catastrophe modeling on a global basis. Traditional models reflect risk from 20 years ago. Fathom provides the 2026 view of risk. A fascinating conversation you shouldn't miss!

Harry Vardigans: https://www.linkedin.com/in/harry-vardigans-a42b1612b/
Fathom: https://www.fathom.global/

Austin Carroll, Founder & CEO at Warrant - PIR Ep. 782

Mon, 26 Jan 2026 08:00:00 -0500

Tony chats with Austin Carroll, Founder & CEO at Warrant, they are the AI agent for marketing compliance and offers compliance-first social selling and marketing approval platform for regulated industries.

Austin Carroll: https://www.linkedin.com/in/austincarroll/
Warrant: https://www.hellowarrant.com/

Vishal Sankhla, Co-Founder and CEO at Outmarket AI - PIR Ep. 781

Wed, 14 Jan 2026 08:00:00 -0500

Tony chats with Vishal Sankhla, Co-Founder and CEO at Outmarket AI, they are an insurance operating system that helps brokers grow revenue, cut coasts, and reduce risk. They aim to help brokers do their admin work 2-3x faster and it's all built with the core design principle of letting you work the way you work without having to change your processes. A great conversation you shouldn't miss!

Vishal Sankhla: https://www.linkedin.com/in/vishalsankhla/
Outmarket AI: https://outmarket.ai/

Curt Hess, US Executive President at Vitesse US - PIR Ep. 780

Tue, 13 Jan 2026 08:00:00 -0500

Tony chats with Curt Hess, US Executive President at Vitesse US, they are a global treasury and payments solutions provider connecting the claims ecosystem with their unified financial infrastructure platform. Claims payments can get incredibly complex, with multiple parties, multiple approvers, and lots of friction and operational and capital inefficiencies. Vitesse solves a lot of those inefficiencies and gives you visibility into how every dollar moves through your claims.

Curt Hess: https://www.linkedin.com/in/curt-hess-81425251/
Vitesse US: https://www.vitesse.io/

Video Version: https://youtu.be/59zPQewpr4Y

Will Demitro, President at Recon Risk - PIR Ep. 779

Thu, 08 Jan 2026 08:00:00 -0500

Tony chats with Will Demitro, President at Recon Risk. Will had a successful Underwriter and then Carrier Sales Manager career, before deciding to bet on himself and open an independent agency. We chat about his career and why he left the carrier world to start an agency.

Will Demitro: https://www.linkedin.com/in/williamd31/details/experience/

Video Version: https://youtu.be/Mt86dxvDDts

Ted Vandenberg - PIR Ep. 778

Wed, 07 Jan 2026 08:00:00 -0500

Tony chats with Ted Vandenberg about his 35 year insurance career integrating insurance and what we now call Analytics.

Ted Vandenberg: https://www.linkedin.com/in/edwardvandenberg/

Video Version: https://youtu.be/cRQzkTlcVjk

Amrish Singh, Co-Founder and CEO at Liberate - PIR Ep. 777

Tue, 06 Jan 2026 08:00:00 -0500

Tony chats with Amrish Singh, Co-Founder and CEO at Liberate, they create customer facing AI workers for insurance agencies and carriers. They AI can answer phone calls, emails, SMS, and a lot of the other activities that don't require a license. A fascinating conversation you don't want to miss!

Amrish Singh: https://www.linkedin.com/in/amrishsingh/
Liberate: https://www.liberateinc.com/

Video Version: https://youtu.be/3FG9PTlI15Y

Alex Rodov, Founder at Emtech Group - PIR Ep. 776

Mon, 05 Jan 2026 08:00:00 -0500

Tony chats with Alex Rodov, Founder at Emtech Group, a widely recognized pioneer in software QA testing. We talk about why software QA testing is now a huge deal in the era of developers using AI to create code, and how Emtech can help.

Alex Rodov: https://www.linkedin.com/in/alexrodov/
Emtech: https://emtechgroup.com/

Content Strategies for Insurance Agencies & Brokers Using Zywave's Content Cloud - PiR Ep. 775

Mon, 29 Dec 2025 11:00:00 -0500

For insurance agents and brokers, being a trusted advisor is the holy grail of professionalism. When your clients rely on you for advice, you are creating value for them beyond the insurance policy.

Becoming a trusted advisor means that you are bringing wisdom and advice, and that it is thoughtful, precise, and predominantly accurate. Over time, your credibility goes up, and credibility is a major pillar of trust.

In this Profiles in Risk episode, Nick spoke with Marketing Expert Paula Warden and Zywave's Director of Content Cloud Jamie Nelson about how agents and brokers can become subject matter experts and thought leaders using content strategies. They specifically looked into using Zywave's Content Cloud library with examples from both Jaime and Paula on how agencies and brokerages have successfully used these strategies to drive inbound traffic, leading to new business opportunities.

Slapping ChatGPT into your agency for content development is not the solution to becoming a thought leader using content...it will likely produce a lot of erroneous information, that could be counterproductive. Content Cloud uses thought leaders to generate the content for you to then share with your marketplace. A useful feature to have for agencies looking to driving inbound traffic and wishing to remain lean and mean.

Zywave Content Cloud Website:https://www.zywave.com/content-cloud/

Paula Warden - https://www.linkedin.com/in/paula-warden-44904912/
Jaime Nelson - https://www.linkedin.com/in/jamienelsonwi/

Evgeny Alexandrov, Founder and CEO at Pilotbird - PIR Ep. 774

Mon, 22 Dec 2025 08:00:00 -0500

Tony chats with Evgeny Alexandrov, Founder and CEO at Pilotbird, a lifestyle analytics company that analyzes social data points focused on helping evaluate claims for the US market. A fascinating episode you shouldn't miss!

Evegny Alexandrov: https://www.linkedin.com/in/evgeny-aleksandrov/
Pilotbird: https://www.pilotbird.com/

Video Version: https://youtu.be/pit2BOSFzG8

Diane Delaney, Executive Director at PRMA - PIR Ep. 773

Mon, 15 Dec 2025 10:00:00 -0500

Tony chats with Diane Delaney, Executive Director at PRMA, the Private Risk Management Association, the non-profit association built to bring together the high net worth insurance community. This is a fast growing and fascinating area of insurance and the PRMA serves it in many ways from education, to conferences, to advocacy, and more. A great episode!

Diane Delaney: https://www.linkedin.com/in/diane-m-delaney/
PRMA: https://www.privateriskmanagement.org/

Video Version: https://youtu.be/GX8if6sKABw

This episode of Profiles in Risk is sponsored by Zywave:

Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/

Yandy Plasencia, CEO & Founder at DataHaven - PIR Ep. 772

Wed, 10 Dec 2025 08:00:00 -0500

Tony chats with Yandy Plasencia, CEO & Founder at DataHaven. This is an update episode, Yandy was on the show in Ep. 675. DataHaven is a core infrastructure company solving the foundational data problem. Their core focus is on making sure there are no data silo and data is available where it is needed to make the best decisions. This episode is about how the company has grown over this last year and the biggest learnings along the way.

Yandy Pasencia: https://www.linkedin.com/in/yandyplasencia/
DataHaven: https://www.datahaven.software/

Video Version: https://youtu.be/CLBfiVv2TGs

Asaf Lifshitz, Co-Founder & CEO and Upasana Immo, COO at Sayata - PIR Ep. 771

Tue, 09 Dec 2025 09:00:00 -0500

Tony chats with Asaf Lifshitz, Co-Founder & CEO and Upasana Unni, COO at Sayata, an AI enabled markeplace for small commercial insurance that started in Cyber and then expanded. They recently got acquired and learned a LOT through that process, which is what the big focus of this conversation is about.

Asaf Lifshitz: https://www.linkedin.com/in/asaflifshitz/
Upasana Unni: https://www.linkedin.com/in/upasana-unni/
Sayata: https://sayata.com/

Video Version: https://youtu.be/K0CKO8O0BE4

Prior Sayata Episodes: https://youtu.be/J_kJVAnd3Hk?si=S3VUTKJuZ_yThP5e and https://www.youtube.com/watch?v=CYYb0YM3mCQ

This episode of Profiles in Risk is sponsored by Zywave:

Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/

John Stammen, CEO at Convr - PIR Ep. 770

Mon, 08 Dec 2025 09:00:00 -0500

Tony chats with John Stammen, CEO at Convr, they are an underwriting workbench for Commercial P&C insurers, brokers, and MGAs of all sizes.

John Stammen: https://www.linkedin.com/in/johnstammen/
Convr: https://convr.com/

Video Version: https://youtu.be/yOR3hbvBRNY

This episode of Profiles in Risk is sponsored by Zywave.

Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/

Debbie Brackeen, EVP Chief Innovation Officer & Corp. Development Officer at CSAA - PIR Ep. 769

Wed, 03 Dec 2025 09:00:00 -0500

Tony chats with Debbie Brackeen, EVP Chief Innovation Officer & Corp. Development Officer at CSAA about their approach to innovation, how a 100 year old insurance company can truly innovate, and more. A very interesting conversation you shouldn't miss!

Debbie Brackeen: https://www.linkedin.com/in/debra-brackeen/
CSAA: https://csaa-insurance.aaa.com

Video Version: https://youtu.be/jTN4uFfzJiY

Rose Hancock, VP of Product Management at Zywave - PIR Ep. 768

Tue, 02 Dec 2025 08:00:00 -0500

Tony chats with Rose Hancock, VP of Product Management at Zywave, a leading software provider helping insurance agents, brokers, carriers, and service providers, really provide that service multiplier. From product creation, to distribution, to client services, they can help in every step of the insurance distribution process.

Rose Hancock: https://www.linkedin.com/in/rose-hancock/
Zywave: https://www.zywave.com/

Video Version: https://youtu.be/D5sgFv9OiFA

Zac Townsend, CEO at Meanwhile - PIR Ep. 767

Tue, 18 Nov 2025 08:00:00 -0500

Tony chats with Zac Townsend, CEO at Meanwhile, the first and only life insurance company denominated in Bitcoin. Built in Bermuda with its entire balance sheet denominated in Bitcoin, and with a worldwide monopoly on Bitcoin life insurance, this is one fascinating conversation you should not miss!

Zachary Townsend: https://www.linkedin.com/in/zactownsend/
Meanwhile: https://meanwhile.bm/

Video Version: https://youtu.be/uVBr-D8-Mvc

Charles Johnson, Head of Product Growth at Insuraviews - PIR Ep. 766

Mon, 17 Nov 2025 08:00:00 -0500

Tony chats with Charles Johnson, Head of Product Growth at Insuraviews, they provide strategic insights through advanced analytics of insurance rate filings. They take all the rate fillings through a robust ingestion process and layer on analytics and AI to give you powerful insights. This is a game changer, especially for smaller carriers that don't have a large competitive intelligence team.

Charles Johnson: https://www.linkedin.com/in/charles-johnson-actuary/
Insuraviews: https://www.insuraviews.com/

Video Version: https://youtu.be/e4-5n8TPEOc

Andrew Kelly - PIR Ep. 765

Wed, 12 Nov 2025 08:00:00 -0500

Tony chats with Andrew Kelly about PLUS, the Professional Liability Underwriting Society. Tony is obsessed with insurance education but has spent his entire career on the P&C side. This is a great introduction to the world of continuing education on the Professional Liability side and why you should dive in! We talk RPLU, CPLP, Exec PLP, and more.

Andrew Kelly: https://www.linkedin.com/in/andrewjkelly/

Video Version: https://youtu.be/hAPRbLjFDKA

Meg Duty, SVP at Puritan Life and Canvas Annuity - PIR Ep. 764

Tue, 11 Nov 2025 09:00:00 -0500

Tony chats with award winning innovator Meg Duty, SVP at Puritan Life and Canvas Annuity. Puritan Life is a life carrier started in the 1950s which they have now turned into an all-cloud shop. They built Canvas Annuity, the first all digital annuity platform. An incredible story of true innovation, opening up a product to a whole new market, and all without alienating your existing distribution channels. Lots to learn from this one. A cannot miss episode!

Video Version: https://youtu.be/tjh5xgSPbPs

Chak Kolli, CTO at Magile Software - PIR Ep. 763

Mon, 10 Nov 2025 09:00:00 -0500

Tony chats with Chak Kolli, PhD, CTO at Magile Software. Insurance companies are struggling to understand the risks of AI and Magile Software is here to help them understand and manage that risk better. A fascinating conversation you cannot miss!

Chak Kolli: https://www.linkedin.com/in/chak-kolli/
Magile Software: https://www.linkedin.com/company/magile-software/

Video Version: https://youtu.be/XT0q6dkFT6Q

Tim Lovett, Head of Enterprise Division at Blitz - PIR Ep. 762

Thu, 06 Nov 2025 08:00:00 -0500

Tony chats with Tim Lovett, Head of Enterprise Division at Blitz, they are a new fully digital API-enabled commercial lines E&S carrier that can service the entire distribution ecosystem from direct, to retailers, to wholesalers.

Tim Lovett: https://www.linkedin.com/in/timlovett/
Blitz: https://www.blitzinsurance.com/

Video Version: https://youtu.be/5ttJvASdaJ0

Mel Faxon, Co-Founder & COO at Hey Mirza - PIR Ep. 761

Wed, 05 Nov 2025 08:00:00 -0500

Tony chats with Mel Faxon, Co-Founder & COO at Hey Mirza, they are basically Turbotax for government benefits. Her Mirza is focused on helping lower income people connect with the variety of programs they might qualify for, from their home, in their native language.

Mel Faxon: https://www.linkedin.com/in/melanie-faxon/
Hey Mirza: https://heymirza.com/

Video Version: https://youtu.be/dg3rZFa-cW4

Rich Benci, CEO at Omega Benefits - PIR Ep. 760

Tue, 04 Nov 2025 09:00:00 -0500

Tony chats with Rich Benci, CEO at Omega Benefits, they help HR teams communicate benefit information to their employees, a task more complicated than I ever expected.

Rich Benci: https://www.linkedin.com/in/richbenci/
Omega Benefits: https://omegabenefits.net/

Video Version: https://youtu.be/iFskLfY1Z0g

Nakita Devlin, CEO & Founder at Ric - PIR Ep. 759

Mon, 03 Nov 2025 09:00:00 -0500

Tony chats with Nakita Devlin, CEO & Founder at Ric, the first parametric catastrophe product focused on the employee benefit market! Their parametric managing general agent will host micro parametric products with the first one being a parametric flood product for rain across the US. The plan is for this to be the first of many climate parametric products offered as an employee benefit. A very interesting concept and a conversation you shouldn't miss!

Nakita Devlin: https://www.linkedin.com/in/nakita-devlin-38155916/

Video Version: https://youtu.be/tYxf7MTEhfo

Frano Sain, CEO at Hero Response - PIR Ep. 758

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Frano Sain, CEO at Hero Response, they offer a unique monitoring system that improves profitability and lowers waster on all water related claims. It saves the contractors from having to go back every day to see if the equipment has finished drying the loss.

Frano Sain: https://www.linkedin.com/in/franosain/
Hero Response: https://heroresponse.com/home

Video Version: https://youtu.be/dhwqFws83ls

Mitch Matthews, Success Coach and Creator of the DREAM THINK DO Podcast - PIR Ep. 757

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Mitch Matthews, Success Coach and Creator of the DREAM THINK DO Podcast.

Mitch Matthews: https://www.linkedin.com/in/mitchmatthews/

Video Version: https://youtu.be/bRZWIj77y_M

Peter Teresi, Co-Founder & CEO at Certificial - PIR Ep. 756

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Peter Teresi, Co-Founder & CEO at Certificial, they are a network that sits between insurance and all other verticals focused on the certificate of insurance process from a PDF (that often needs to be made multiple times and only proves the policy was active at the time it got made) to a living document that is a truly smart Certificate of Insurance.

Peter Teresi: https://www.linkedin.com/in/pete/
Certificial: https://www.certificial.com/

Video Version: https://youtu.be/FEaZ2H5NfsA

Paul Vacquier, Founder & CEO at Beagle Services - PIR Ep. 755

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Paul Vacquier, Founder & CEO at Beagle Services, they provide last mile deployment and expertise of leak detection technology facilitating partnerships with carriers and others needing to prevent water damage. Uniquely they use plumbers they hire as employees, not a contractor network. They provide water damage prevention to carriers in a device agnostic way.

Paul Vacquier: https://www.linkedin.com/in/paulvacquier/
Beagle Services: https://www.beagleservices.com/

Video Version: https://youtu.be/07Rlr73X3CU

Danny Aronson, CEO and Ann Boger, COO at Tuned Care - PIR Ep. 754

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Danny Aronson, CEO and Ann Boger, COO at Tuned Care, they are revolutionizing hearing health benefits by helping employers offer full spectrum hearing care for their workers. Currently only 11% of workers have any hearing coverage and historically it's merely a discount on hearing aids. Tuned Care brings a much more comprehensive approach to protecting our hearing throughout our lives. A super fascinating conversation!

Danny Aronson: https://www.linkedin.com/in/dannyaronson/
Ann Boger: https://www.linkedin.com/in/ann-boger/
Tuned Care: https://www.tunedcare.com/

Video Version: https://youtu.be/n5uymOdMt0c

Sharon Henzler - PIR Ep. 753

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Sharon Henzler, after about 8 years in the industry Sharon went to her first insurance conference, the Future of Insurance Fest at Santa Monica Pier. They chat about what the conference was like and how it changed her approach to insurance conferences going forward. A great listen for all early career insurance pros.

Sharon Henzler: https://www.linkedin.com/in/sharon-henzler-000/

Video Version: https://youtu.be/xwHH3nl53p4

Paul Prendergast, Co-Founder and CEO at Kayna - PIR Ep. 752

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Paul Prendergast, Co-Founder and CEO at Kayna, they make it easy for vertical SAAS company to do embedded insurance.

Paul Prendergast: https://www.linkedin.com/in/paulincork/
Kayna: https://www.kayna.io/

Video Version: https://youtu.be/_OYgTHmXE7I

Nishant Tomar, Chairman and CEO at DigsFact - PIR Ep. 751

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Nishant Tomar, Chairman and CEO at DigsFact, they are leveraging AI to accelerate virtual inspections both during underwriting and post-loss. They can help with property, vehicles, and toys. In 2 minutes the policyholder can do a guided video or photos and be done while getting the carrier all the info they need.

Nishant Tomar: https://www.linkedin.com/in/thenishanttomar/
DigsFact https://digsfact.com/

Video Version: https://youtu.be/2cR8yllASz4

Emma Corcoran, Strategic Facilitator, Women's Leadership Champion & Consultant - Ep. 750

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Emma Corcoran, Strategic Facilitator, Women's Leadership Champion & Consultant. We talk about her career in insurance and her work now as an independent consultant.

Emma Corcoran: https://www.linkedin.com/in/emma-corcoran-1b851022/

Video Version: https://youtu.be/N_-V_-BJHnU

Love Redin, Co-Founder and CEO at Vantel - PIR Ep. 749

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Love Redin, Co-Founder and CEO at Vantel, they build AI tools for middle market commercial insurance producers to help them process documents, find coverage gaps, compare quotes, review contracts, and more.

Love Redin: https://www.linkedin.com/in/love-redin/
Vantel: https://vantel.com/

Video Version: https://youtu.be/V9lqVj8r9uY

Liam Harreys, Co-Founder and CEO at ThreadWise - PIR Ep. 748

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Liam Harris, Co-Founder and CEO at ThreadWise, they are a commercial co-pilot for commercial insurance communications starting with email. They believe that while commercial brokering is complex, the tools shouldn't be. Their goal is to clean the data before it gets dirty and allow brokers to do the work they're licensed to do. Their biggest focus to start with is the submission workflow.

Liam Harris: https://www.linkedin.com/in/liam-harreys/
ThreadWise: https://threadwise.ai/

Video Version: https://youtu.be/1AhcQxGlfsw

Gregg Golson - PIR Ep. 747

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Gregg Golson about his career in claims, his involvement in CPCU, advice for the next generation, and his consulting endeavors.

Gregg Golson: https://www.linkedin.com/in/gregggolsoncpcu/

Video Version: https://youtu.be/ieaJ7VAAbQ8

Jake Tamarkin - Co-Founder & President at Everyday Life Insurance - PIR Ep. 746

Fri, 31 Oct 2025 10:00:00 -0400

Tony chats with Jake Tamarkin - Co-Founder & President at Everyday Life Insurance, they are building the premiere life insurance platform for everyday people. They are an independent life insurance agency that caters to people that want to do business online. They use machine learning and other tools to help people find the best fitting Life product for them.

Jake Tamarkin: https://www.linkedin.com/in/jake-tamarkin/
Everyday Life: https://everydaylifeinsurance.com/

Video Version: https://youtu.be/pazFw5gARAU

Rose Hall - PIR Ep. 745

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Rose Hall about her fantastic career in insurance and innovation.

Rose Hall: https://www.linkedin.com/in/rose-hall-pe/

Video Version: https://youtu.be/qnLiXvowv2g

Toby Hung, Co-Founder and COO at 1Fort - PIR Ep. 744

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Toby Hung, Co-Founder and COO at 1Fort, they are an all-in-one solution for commercial insurance agents to grow revenue and save time and money. Their AI digs through your book and finds cross-sale opportunities, analyzes the risk exposures based on third party data, and even gives you talking points to make the sale. It can also help submitting on different carrier portals, creating proposals, and much more.

Toby Hung: https://www.linkedin.com/in/tobyhung/
1Fort: https://www.1fort.com/

Video Version: https://youtu.be/EnbC_xebC6c

Santoash Rajaram, Founder at Stitch Studio - PIR Ep. 743

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Santoash Rajaram, Founder at Stitch Studio, they are building an insurance specific AI platform making AI agents. They believe that in order for AI to be adaptable to insurance organizations have to be able to embed them in the existing value chain of what’s happening in the organization already. And you need to create an infrastructure that allows agents to be rooted in the insurance knowledge and the organizational knowledge.

Santoash Rajaram: https://www.linkedin.com/in/srajara/
Stitch Studio: https://stitchstudio.ai/

Video Version: https://youtu.be/O1eyE7JjhIo

Todd Hawk, Founder and CEO At Elisa For Life - PIR Ep. 742

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Todd Hawk, Founder and CEO At Elisa For Life, they are an insurtech in the Life Insurance space solving a difficult issue in that space, the younger generation of buyers don't respond well to cold-calling or mailers. Elisa for Life is an embeddable digital advisor and digital sales assistant. The prospect answers a series of questions, gets scored, educated, and then Elisa makes a broad recommendation leaving the agent a lot of room to work with. Their goal is to help independent agents compete with tech companies in selling Life in a modern way.

Todd Hawk: https://www.linkedin.com/in/todd-hawk-b5a99748/
Elisa For Life: https://www.elisaforlife.com/

Video Version: https://youtu.be/N-EDoGGID9Y

Arlind Mucaj - Ep. 741

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Arlind Mucaj, AVP CDO Exchange & Partnerships at Verisk, Chief Experience Officer at Insurtech Hartford about his career and what they're building at Insurtech Hartford.

Arlind Mucaj: https://www.linkedin.com/in/arlind-mucaj-mba-scaled-agile-black-belt-831b03b/

Video Version: https://youtu.be/4qcRDSYVIwI

Scott Thompson - PIR Ep. 740

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Scott Thompson, long-time insurance recruiter. We chat about the insurance industry past and present, especially when it comes to the recruiting environment.

Scott Thompson: https://www.linkedin.com/in/scottthompsontn/

Video Version: https://youtu.be/I_SKhJBQ8ZQ

Lars Helgeson, Founder and CEO at Easy Aftercare - PIR Ep. 739

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Lars Helgeson, Founder and CEO at Easy Aftercare, they have applied CRM technology to radically improve patient compliance through a series curated personalized text messages and videos leading to 30% better outcomes and 40% reduction in unneeded calls back to the providers office. An amazing example of how existing technology can be reimagined in new and innovative ways!

Lars Helgerson: https://www.linkedin.com/in/larshelgeson/
Easy Aftercare: https://www.easyaftercare.com/

Video Version: https://youtu.be/i8qliK-9mTE

Patrick Girouard, Founder and CEO at District Cover - PIR Ep. 738

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Patrick Girouard, Founder and CEO at District Cover, they are a small business insurance platform solely focused on broadening insurance access within cities and especially areas where traditional carriers have shied away or struggled to serve. They underwrite at a block by block or even business by business level of granularity allowing them to be much more accurate without needing to use credit. A very interesting approach and conversation!

Patrick Girouard: https://www.linkedin.com/in/patrick-girouard-84842934/
District Cover: https://www.districtcover.com/

Video Version: https://youtu.be/vt5QVRlrUbc

Matan Slaghter, CEO at Armadillo - PIR Ep. 737

Fri, 31 Oct 2025 09:00:00 -0400

Tony chats with Matan Slaghter, CEO at Armadillo, the first tech enabled home warranty program. Matan originally talked about Armadillo on Ep. 251 and now returns to give us an update and make an announcement of some unique improvements they have made to their offerings.

Matan Slagter: https://www.linkedin.com/in/matan-slagter/
Armadillo: https://www.armadillo.one/
PIR Ep. 251: https://youtu.be/O0o3XPTyOC0?si=X051N_PCORHliowt

Videro Version: https://youtu.be/QaiOsi3NmHw

Alicia Burke, Director of Portfolio and Product Development at The CAS Institute - PIR Ep. 736

Thu, 11 Sep 2025 09:00:00 -0400

Tony chats with Alicia Burke, Director of Portfolio and Product Development at The CAS Institute, we chat about ICAS a wholly owned subsidiary of the Casualty Actuarial Society that offers analytics professionals and their employers the opportunity to certify skills specifically as applied to property and casualty insurance. Their Certified Specialist in Predictive Analytics (CSPA) and the International Society of Catastrophe Managers (ISCM) designations are hands-on and in partnership with The Institutes. A great conversation about continuing education on the analytics side of the industry.

Alicia Burque: https://www.linkedin.com/in/aliciaburke/
The CAS Institute: https://thecasinstitute.org/

Video Version: https://youtu.be/hRKkfqejYDw

Luis Ricci Maia, Co-Founder and COO at Trag - Ep. 735

Wed, 10 Sep 2025 10:00:00 -0400

Tony chats Luis Ricci Maia, Co-Founder and COO at Trag, they are a Brazilian insurtech helping their clients understand climate risk they're facing in agriculture and help mitigate that risk through parametric and weather derivatives. Brazil is the largest exporter of crops in the world and only 10% of those crops have any insurance, so this is massive opportunity.

Luis Ricci Maia: https://www.linkedin.com/in/luisriccimaia/
Trag: https://www.trag.agr.br/

Video Version: https://youtu.be/kO9aVMSH6O4

Kerry Macca - Women in Insurance Initiative - PIR Ep. 734

Tue, 09 Sep 2025 08:00:00 -0400

Tony chats with Kerry Macca about the Kerry Macca - Women in Insurance Initiative and their live event at the RISE Leadership Summit.

Kerry Macca: https://www.linkedin.com/in/kerrymacca/
Women in Insurance Initiative: https://www.linkedin.com/company/women-in-insurance-initiative/posts/?feedView=all

Video Version: https://youtu.be/bsDpdPt2JUo

Niti Jain, Founder & CEO at medml.ai - PIR Ep. 733

Thu, 04 Sep 2025 08:00:00 -0400

Tony chats with Niti Jain, Founder & CEO at medml.ai, the first underwriting platform created by actuaries. After 10 years of experience in pricing Life, Health, and P&C she was tired of extremely manual underwriting processes so they set out to create a better underwriting platform.

Niti Jain: https://www.linkedin.com/in/niti-nj-jain-b6083b73/
medml.al: https://medml.ai/

Video Version: https://youtu.be/w9hE4ZJn9Ps

Michael Derkacz, Business Development at Ai.Law - PIR Ep. 732

Wed, 03 Sep 2025 09:00:00 -0400

Tony chats with Michael Derkacz, Business Development at Ai.Law and Ai.Claims. They are a single claim file application, they generate a claims analysis report that summarizes complicated files and it does very powerful analysis to superpower your claims adjusters. It provides next steps for the claim and helps newer adjusters think like an experienced adjuster!

Michael Derkacz: https://www.linkedin.com/in/michael-derkacz-6b4549113/
AI.Claims: https://Ai.Claims

Video Version: https://youtu.be/-bmz4aBlMLU

Chris Bean, CEO & Co-Founder at Skytree Scientific - PIR Ep. 731

Tue, 02 Sep 2025 08:00:00 -0400

Tony chats with Chris Bean, CEO & Co-Founder at Skytree Scientific, they are revolutionizing how insurers assess lightning risk. Their platform analyses property data and delivers a risk score in minutes allowing for faster underwriting, better pricing, and fewer losses. It also generates mitigation strategies for the policyholder. This technology came from an engineering process in Europe and is now available at an affordable cost for the insurance industry. A super interesting conversation you shouldn't miss!

Chris Bean: https://www.linkedin.com/in/christopher-bean-tech/
Skytree Scientific: https://skytreescientific.ai/

Video Version: https://youtu.be/eYwETZkCOMs

Les Schlesinger, Owner at Auto Insurance Consulting - PIR Ep. 730

Thu, 28 Aug 2025 09:00:00 -0400

I chat with Les Schlesinger, Owner at Auto Insurance Consulting, he has 35 years of experience in all aspects of the Auto Insurance space and is now offering that expertise to carriers, MGAs, etc who need help in Product, Marketing, Claims, Litigation, etc.

Les Schlesinger: https://www.linkedin.com/in/les-schlesinger-039a3510/

Lucas Roberts, Wholesale Broker at Anzen Insurance - PIR Ep. 729

Wed, 27 Aug 2025 13:00:00 -0400

Tony chats with Lucas Roberts, Wholesale Broker at Anzen Insurance, they aim to offer the best technology combined with the best wholesale broker offering Cyber, Specialty Commercial, E&O, D&O and EPLI. Their software analyzes submission data and allows sending to various markets in one click while still having a broker that can really walk you through difficult risks.

Lucas Roberts: https://www.linkedin.com/in/lucas-roberts-a70612a5/
Anzen Insurance: https://anzen.com/

Dan Hill, National Director of Sales at CarFax - PIR Ep. 728

Mon, 25 Aug 2025 08:00:00 -0400

Tony Chats with Dan Hill, National Director of Sales at CarFax, you probably think of CarFax as the people who get you a report on a used car before you buy it but for the insurance world they do a lot more!

Dan Price: https://www.linkedin.com/in/danghill/
CarFax: https://www.carfaxforinsurers.com/

Video Version: https://youtu.be/3CepVh9BO7o

Jeremy Jawish, CEO at Shift Technology - PIR Ep. 727

Wed, 20 Aug 2025 10:00:00 -0400

I chat with Jeremy Jawish, CEO at Shift Technology, they are a vertical AI company providing solutions for the insurance industry helping us make better decisions. They already serve 70% of the US P&C market for AI fraud detection! They just launched the Insurance Data Network, which will allow carriers to better share claim claims and fraud data with each other. This is a huge deal! A very important episode to listen to!

Jeremy Jawish: https://www.linkedin.com/in/jeremy-jawish/
Shift Technology: https://www.shift-technology.com/

Video Version: https://youtu.be/eOkxvmKNhY8

Murtaza Ali, Co-Founder and CEO at Symphony - PIR Ep. 726

Tue, 19 Aug 2025 08:00:00 -0400

Tony chats with Murtaza Ali, Co-Founder and CEO at Symphony, they have created a voice AI to build role plays to train insurance professionals. These fully dynamic voice AI agents can provide full conversations for practice, including on really complex conversations. Then it can analyze both the content and the emotional parts of the conversation.

Murtaza Ali: https://www.linkedin.com/in/-murtazaali/
Symphony: https://www.getsymphony.co/

Video Version: https://youtu.be/k6r3X69wdVw

Grace Hanson, Co-Founder and CEO at Elysian - PIR Ep. 725

Mon, 18 Aug 2025 08:00:00 -0400

Tony chats with Grace Hanson, Co-Founder and CEO at Elysian, they are an AI native TPA that handles claims end-to-end. They build the best tech and combine it with highly experienced adjusters and it results in better handling of commercial claims. The whole company and their processes are truly based on what adjusters really do and the way they really think.

Grace Hanson: https://www.linkedin.com/in/grace-hanson/
Elysian: https://elysian.is/

Video Version: https://youtu.be/dfSH6G6Mtkc

Joseph Sigona, Head of Business Development at MGM Technology Partners - PIR Ep. 724

Tue, 12 Aug 2025 09:00:00 -0400

Tony chats with Joseph Sigona, Head of Business Development at MGM Technology Partners, they bring complex scalable enterprise level applications to production. They can be the one stop shop in all of the pieces to get your application into production. From planning, to building, QA support, all the way through integration. Their Cosmo platform covers the whole value chain of insurance from risk management, through quoting, binding, and all the way through accounting, all in a modular format. Cosmo in built on the A12 platform, the product of 30 years of experience building enterprise level systems allowing you all of the flexibility you need, with less of the work.

Joseph Sigona: https://www.linkedin.com/in/joesigona/
MGM Technology Partners: https://www.mgm-tp.com/

Video version: https://youtu.be/Urzj9Nu3LlA

Brian Baughman, CPCU, ARM - ESOP Evangelist - PIR Ep. 723

Mon, 11 Aug 2025 07:00:00 -0400

Brian Baughman, CPCU, ARM - ESOP Evangelist and VP of Sales at The Hartwell Corporation. We chat about why it makes sense for agencies to adopt an Employee Stock Ownership Plan (ESOP) and what the advantages are. All employees are automatically owners after roughly a year. This aligns incentives in a way virtually impossible in other types of ownership structures. A very interesting conversation!

Brian Baughman: https://www.linkedin.com/in/brian-baughman-cpcu-arm/
The Hartwell Corporation: https://www.thehartwellcorp.com/

Video Version: https://youtu.be/Zwb2At9v-ak

Chris Merideth, Candidate for Oklahoma Insurance Commissioner - PIR Ep. 722

Fri, 08 Aug 2025 07:00:00 -0400

Tony chats with Chris Merideth, Candidate for Oklahoma Insurance Commissioner.

Chris Merideth: https://www.linkedin.com/in/chris-merideth-a6b4a255/

Video Version: https://youtu.be/xrTdfGMQ4TQ

David Serna Perez, Account Executive at LivePerson - PIR Ep. 721

Fri, 08 Aug 2025 07:00:00 -0400

David Serna Perez, Account Executive at LivePerson, they are an AI native company that has developed two AI agent assistant for the underwriter. They are mainly focused on MGA and underwriting teams. One is focused on MGA underwriting teams and the other one is focused on reinsurance brokers and underwriters. A great conversation with an experienced AI practitioner who really gets insurance.

David Serna Perez: https://www.linkedin.com/in/david-serna-perez-42825689/
LivePerson: https://www.liveperson.com/

Video Version: https://youtu.be/hkgQBYYpob4

Daniel Palacios, Co-Founder and CRO at Sytrex - PIR Ep. 720

Wed, 06 Aug 2025 11:00:00 -0400

Tony chats with Daniel Palacios, Co-Founder and CRO at Sytrex, they are an AI native company that has developed two AI Agents assistants for underwriters. They are mainly focused on helping MGA underwriting teams, basically co-pilots for insurance and reinsurance operations. They place underwriters in the center and take away the manual and boring repetitive work.

Daniel Palacios: https://www.linkedin.com/in/danielpalaciossales/
Sytrex: https://www.sytrex.io/

Video Version: https://youtu.be/894J0dwi7O8

Charles Merritt, Co-Founder and CEO at Buddy - PIR Ep. 719

Tue, 05 Aug 2025 12:00:00 -0400

Tony chats with Charles Merritt, Co-Founder and CEO at Buddy, the insurance gateway for people who build software. They help product teams and developers that are being tasked with integrating insurance APIs and help accelerate distribution of digital insurance products.

Charles Merritt: https://www.linkedin.com/in/charlesmerritt/
Charles first appearance on Profiles in Risk Ep. 298: https://youtu.be/IWI1zxTT6nM?si=yzwTpPQlDLtDFeKp
Buddy: https://www.buddy.insure/team

Video Version: https://youtu.be/jGAp09-Vhyw

Bill Martin, President & CEO at Plymouth Rock Home Assurance - PIR Ep. 718

Mon, 04 Aug 2025 10:00:00 -0400

Tony chats with Bill Martin, President & CEO at Plymouth Rock Home Assurance in a friendly debate about the merits of remote vs a full return-to-the-office (RTO).

Bill Martin: https://www.linkedin.com/in/billmartiniv/

Nadav Interstein, VP of Marketing at Swifter.io - PIR Ep. 717

Thu, 31 Jul 2025 08:00:00 -0400

Tony chats with Nadav Interstein, VP of Marketing at Swifter.io, they started as a low-code no-code platform but they have now shifted and have aggressively focused on AI. Now they have created a software development life cycle tool that uses agentic AI to generate the entire software development life cycle process going from project definition all the way through wireframe, processes, actual code in the language you want, automated testing, and deployment. A to Z AI powered creation of enterprise level software for front-end.

Nadav Interstein: https://www.linkedin.com/in/nadav-interstein-45118615/
Swifter.io: https://Swifter.io

Video Version: https://youtu.be/S0lqfKwJniY

Mary Rossi, President at Rossi Claims Training Academy - PIR Ep. 716

Wed, 30 Jul 2025 09:00:00 -0400

Tony chats with Mary Rossi, President at Rossi Claims Training Academy. Mary is a 35 year veteran of the claims world, with extensive experience both carrier claims and running an IA firm. She's now offering training for claims adjuster for both new and experienced adjusters. The teaching is focused around case studies.

Mary Rossi: https://www.linkedin.com/in/mary-rossi-b8a3648a/
Rossi Claims Training Academy: https://rossiclaimservices.com/claims-academy-enrollment/

Video Version: https://youtu.be/7XGxVnA9l0s

Nima Ashtari, Founder and CEO at Manifold - PIR Ep. 715

Tue, 29 Jul 2025 11:00:00 -0400

Tony chats with Nima Ashtari, Founder and CEO at Manifold, they help insurance in the auto space use video analytics for telematics. From dash cams to telematics devices they can help you digest all of it. Essentially they are an aggregation and analysis tool for underwriting and claims. A very interesting company with a very interesting back story. A must listen to episode if you're into auto insurance.

Nima Ashtari: https://www.linkedin.com/in/nima-ashtari/
Manifold: https://www.manifold.autos/

Video Version: https://youtu.be/zeghwnMskHg

Michael Ley, Director of Network Relationships at Hawksoft - PIR Ep. 714

Mon, 28 Jul 2025 11:00:00 -0400

Tony chats with Michael Ley, Director of Network Relationships at Hawksoft, they are the third largest Agency Management System (AMS) with a passionate group of users. (For High Ds: Actual content starts at about minute 8.) I had heard about Hawksoft every once in a while and it was awesome to finally hear the story direct from them. What an interesting company! What started as an app writer because of bad handwriting, grew to be a full fledged AMS. They're still family owned and every agency that uses is part of the family.

Michael Ley: https://www.linkedin.com/in/realmichaelley/
Hawksoft: https://www.hawksoft.com

Video Version: https://youtu.be/Y1nc-PR_J90

John L. Connell, Co-Founder and CEO at Focal - PIR Ep. 713

Thu, 24 Jul 2025 08:00:00 -0400

Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that saves advisors 50 hours a month! It empowers you to deepen your relationships with your clients.

John L. Connell: https://www.linkedin.com/in/john-l-connell/
Focal: https://meetwithfocal.com/

Video Version: https://youtu.be/n0PUISKLMqs

Eric Adler, Founder and CEO at Flume Water - PIR Ep. 712

Wed, 23 Jul 2025 10:00:00 -0400

Tony chats with Eric Adler, Founder and CEO at Flume Water, they help save insurance companies money and homeowners the pain and experiences of filing a water claim. They also help decrease the time away from their house which is a win/win. They do this through a combination of DIY self-installed sensor and a network of Flume technicians that help identify issues in the home.

Eric Adler: https://www.linkedin.com/in/eric-adler/
Flume Water: https://flumewater.com/

Video Version: https://youtu.be/qr36cZdz8-o

Mike Hallock, Partner at McCoy Leavitt Laskey and President at Chicago CLM - PIR Ep. 711

Tue, 22 Jul 2025 19:00:00 -0400

Tony chats with Mike Hallock, Partner at McCoy Leavitt Laskey and President at Chicago CLM. Mike is an expert in fire and explosion catastrophic claims and is working with CLM to build an Emergency Response Taskforce with over 100 members to aggressively defend instead of always playing catchup to plaintiff appointments. A fascinating conversation!

Mike Hallock: https://www.linkedin.com/in/hallockmichael/

Video Version: https://youtu.be/7wOFHgSTfpk

Lokesh Ballenahalli, Founder and Sunil Shivappa, COO at Enkefalos Technology - PIR Ep. 710

Mon, 21 Jul 2025 08:00:00 -0400

Tony chats with Lokesh Ballenahalli, Founder and Sunil Shivappa, COO at Enkefalos Technology, they are a research first global AI company focused on building AI solutions for the AI industry. They combine research deep research in LLMs, Responsible AI, and domain expertise to develop what they call the AI operating system for insurance. It has 3 core layers: Insurance GTP, Agentic AI Applications, and Monitoring of that AI.

Lokesh Ballenahalli: https://www.linkedin.com/in/lokesh-ballenahalli/
Sunil Shivappa: https://www.linkedin.com/in/sunil-m-shivappa-86273519a/
Enkefalos Technology: https://www.enkefalos.com/

Video Version: https://youtu.be/u3_xWZyPDEg

Frederick Fisher, Professional Liability Expert and Author of "Claims-Made Insurance" - PIR Ep. 709

Wed, 16 Jul 2025 07:00:00 -0400

Frederick Fisher, Professional Liability Expert and Author of "Claims-Made Insurance The Policy that Changed The Industry: A Deep Dive, Review, and History". A fascinating conversation about the Claims-Made side of insurance! A must not miss episode for anyone in the Professional Lines side of insurance.

Frederick Fisher: https://www.linkedin.com/in/frederick-fisher-j-d-ccp-46b1944/

Claims-Made Insurance The Policy that Changed The Industry: A Deep Dive, Review, and History: https://amzn.to/4nQgWrR

Video Version: https://youtu.be/mCrv3xWRbos

The Topol Brothers, Co-Founders and Co-CEOs at MGT Insurance - PIR Ep. 708

Tue, 15 Jul 2025 08:00:00 -0400

Tony chats with Graham Topol and Michael Topol, Co-Founders and Co-CEOs at MGT Insurance, they are the first Neo Insurer, a modern commercial insurance carrier which they built from the ground up to support small businesses and the agents that support them. A super interesting conversation that you cannot miss!

Graham Topol: https://www.linkedin.com/in/graham-topol-645b5451/
Michael Topol: https://www.linkedin.com/in/michael-topol-74710b99/

MGT Insurance: https://www.mgtinsurance.com/

Video Version: https://youtu.be/_cJv2osE4-w

Kyle Bartee, Founder and CEO at Aviation Ops Ally - PIR Ep. 707

Mon, 14 Jul 2025 12:00:00 -0400

Tony chats with Kyle Bartee, Founder and CEO Aviation Ops Ally. They are building an all-in-one app for private pilots that helps them get on the air faster, and helps them with their complicated insurance needs. A super fun conversation, especially for a flight sim nerd like me!

Kyle Bartee: https://www.linkedin.com/in/knjnd-consulting/

Michelle Raue, EVP Chief Claims and Transformation Officer at Preferred Mutual - PIR Ep. 706

Wed, 09 Jul 2025 05:00:00 -0400

Tony chats with Michelle Raue, EVP Chief Claims and Transformation Officer at Preferred Mutual. Michelle has had an incredible claims career and joins me on the show to talk about claims careers, mental health, innovation, and so much more. A cannot miss conversation!

Michelle Raue: https://www.linkedin.com/in/michelleraue/

Video Version: https://youtu.be/t1STEHxd_XI

Brandon Dendas, Owner and Marketing Director at Convirtue - PIR Ep. 705

Tue, 08 Jul 2025 07:00:00 -0400

Brandon Dendas, Owner and Marketing Director at Convirtue. They specialize in helping independent insurance agents grow through content marketing and SEO. They're also now starting to work on LEO: Large Language Model Optimization. You heard it here first (July 2025)! Their approach is different, instead of being top-of-funnel demand gen focused, they optimize bottom-of-funnel transactional content. They focus on people who know what they need and what they created works exceptionally well on Google. Now they're changing that approach to make sure it works with LLMs also.

Brandon Dendas: https://www.linkedin.com/in/brandondendas/
Convirtue: https://www.convirtue.com/

Video Version: https://youtu.be/7pHSC7dAzZ4

Diane Coogan, Co-Founder and CEO and Robert Clark, Co-Founder and EVP at PLACECovr - PIR Ep. 704

Mon, 07 Jul 2025 09:00:00 -0400

Tony chats with Diane Coogan, Co-Founder and CEO and Robert Clark, Co-Founder and EVP at PLACECovr. They created a whole new type of insurance, Location Insurance! What happens if you buy a house and the quality of your state or the quality of your city goes down? PLACECovr can protect your equity. This is what true insurance innovation looks like! A fascinating episode!

Diane Coogan: https://www.linkedin.com/in/diane-coogan-66215812/
Robert Clark: https://www.linkedin.com/in/robert-clark-0245a05/
PLACECovr: https://placecovr.com/

Video Version: https://youtu.be/K2U2junnzHg

Jerry Chien, CEO at Jump Point - PIR Ep. 703

Wed, 02 Jul 2025 08:00:00 -0400

Jerry Chien, CEO at Jump Point, they are building the insurance infrastructure of tomorrow built from the ground up from AI first perspective. It helps brokers and insurance companies automate their workflows, gain access to their data that is trapped in all their documents, and build an interface that is transformative to the way you run your operations. You can run your entire operation from voice and text prompts! 🤯 A cannot miss episode!

Jerry Chien: https://www.linkedin.com/in/jerrychienx/
Jump Point: https://www.jumppoint.ai/

Video Version: https://youtu.be/j-dPGIGd_rw

Jacquie Legrand, CEO & Co-Founder at MAPTYCS - PIR Ep. 702

Tue, 01 Jul 2025 08:00:00 -0400

Tony chats with Jacquie Legrand, CEO & Co-Founder at MAPTYCS, they are focused on using geospatial analytics to assess property and climate risk. They offer a web based solution for property risk management and exposure analytics. It the platform you can combine, visualize, and analyze your property portfolio data with multiple a la carte specialty data sets from different third-party providers. This is INCREDIBLY powerful!

Jacquie Legand: https://www.linkedin.com/in/jacqueline-legrand-2806291/
MAPTYCS: https://maptycs.com/

Video Version: https://youtu.be/xe_sgCuTDAQ

Joel Gendelman, CEO and Founder at n2itive - PIR Ep. 701

Thu, 26 Jun 2025 08:00:00 -0400

Tony chats with Joel Gendelman, CEO and Founder at n2itive, they are 100% focused on improving recorded statements. Adjusters chat with the claimants to get the story from the horse's mouth shortly after the loss happens and they record it. This is basically a CRM for recorded statements, already in use at 35 carriers and with 3 of the top 10 carriers. It allows adjusters to reliably and easily record the statement, they gets stored, transcribed, and most importantly transformed by AI and unlocking the content of the conversations and making that data available to make the best decisions and make adjusters more efficient. The adjuster doesn't have to even type notes, the system guides them through it. This data is the most untapped data in the claims side of insurance. A must listen to episode!

Joel Gendelman: https://www.linkedin.com/in/joeldgendelman/
n2itive: https://n2uitive.com/

Sam Broomer, President of Embedded Parametric Solutions at NormanMax - PIR Ep 700!

Wed, 25 Jun 2025 08:00:00 -0400

Tony chats with Sam Broomer, President of Embedded Parametric Solutions at NormanMax Insurance Solutions, they help solve this growing gap of economic loss relative to insurance coverages. Parametric solves a real challenge for both consumers and businesses. On the consumer side they're creating coverages that didn't exist before, all of it with the fast speed of parametric. On the Homeowner side they help cover your deductible. On the commercial property side there are a whole bunch of other issues that can be addressed with parametric. A must not miss episode!

Sam Broomer: https://www.linkedin.com/in/samuel-broomer-5997616/
NormanMax Insurance Solutions: https://normanmaxinsurancesolutions.com/

Video Version: https://youtu.be/-ikoUUCshd0

Daniel Smith, Co-Founder and CMO at Market Retrievers - PIR Ep. 699

Tue, 24 Jun 2025 07:00:00 -0400

Tony chats with Daniel Smith, Co-Founder and CMO at Market Retrievers, they are a digital marketing firm primarily focused on helping insurance organizations better tell their stories online and fetch their targets. First they help you map out a strategy and then execute on that strategy.

Daniel Smith: https://www.linkedin.com/in/daniel-smith-retrievers/
Market Retrievers: https://www.marketretrievers.com/

Video Version: https://youtu.be/aGZ7P5r3fQA

Jerry Lujan, CEO at Elevation180 - PIR Ep. 698

Mon, 23 Jun 2025 10:00:00 -0400

Tony chats with Jerry Lujan, CEO at Elevation180, they are a performance coaching organization focused on Producers, helping them significantly grow their book of business in less time. They also have a program to help them grow their team.

Jerry Lujan: https://www.linkedin.com/in/jerrylujan/
Elevation 180: https://elevation180.com/

AI Summary:

Tony introduces the Profiles in Risk podcast, which has nearly 700 episodes and a large audience of insurance professionals. He welcomes Jerry Lujan, CEO of Elevation180, and they discuss the weather in Albuquerque and Tony's experience living in hot climates.

Jerry's insurance background and challenges @ 1:34

Jerry shares that he came from a third-generation insurance family, and it took him 17 years to build a $1 million book of business, working 100 hours per week. This led to a wake-up call from his young daughter about the lack of work-life balance.

Developing a systematic approach @ 4:58

After receiving coaching, Jerry was able to quadruple his book of business in half the time by becoming more systematic and focused. He learned to identify his ideal customer profile and ask better questions to understand his clients' needs.

Transitioning to coaching @ 6:09

Jerry's success and recognition as one of the 25 most innovative agents led to many inquiries from others seeking to replicate his approach. This inspired him to document his methods and start coaching other producers, eventually leading him to sell his agency and focus full-time on the coaching business.

Elevation180's coaching program @ 11:06

Jerry explains Elevation180's structured 2-year coaching program, which involves in-person sessions every quarter and monthly check-ins. The program has achieved an average 26% annual growth for participants, with some doubling or tripling their book of business.

The role of human connection in the age of AI @ 45:48

Jerry and Tony discuss the impact of AI and technology on the insurance industry, agreeing that the ability to connect emotionally with clients will be crucial for producers to thrive, even as AI handles more transactional tasks.

Elevate180 and team development @ 50:28

Jerry outlines Elevation180's Elevate180 program, which focuses on leadership development and helping teams and individuals identify the right roles and responsibilities to achieve sustainable performance.

Video Version: https://youtu.be/Q8Ry-W_MMg4

Philip Charles-Pierre, CEO at Semsee - PIR Ep. 697

Fri, 20 Jun 2025 07:00:00 -0400

Tony chats with Philip Charles-Pierre, CEO at Semsee. On Hey #Insurance - Ep. 139 Tony reviewed a report from Semsee and then on PIR Ep. 341, Tony interviewed Philip Charles-Pierre about Semsee. Today we chat again about the new Semsee.

Semsee is a commercial rating platform really focused on helping agents connect to carriers. Two things have evolved: They've added a lot more carriers and a lot more agents, over 6,000 agents now, over 20 lines of business, and over 50 carriers. The platform can help agents classify business and then find the right market of the risk, whether it's a carrier they already have, or going through Semsee Map they can find carriers they weren't familiar with. Larger brokers, MGAs, and carriers have started coming to Semsee to solve some of their challenges too.

Philip Charles-Pierre: https://www.linkedin.com/in/philip-charles-pierre-4474a82/

Semsee: https://semsee.com/

Chrysa Jones, Co-Founder and COO at StreamSettle - PIR Ep. 696

Thu, 19 Jun 2025 09:00:00 -0400

Tony chats with Chrysa Jones, Co-Founder and COO at StreamSettle, they are a triple blind deal detector. Currently being used between insurance adjusters and plaintiff attorneys to to help them reach settlements faster. Adjusters put in their true no BS top offer and the attorneys put in their true no BS bottom line. If there is a deal to be made the system detects it without people showing their cards!

Chrysa Jones: https://www.linkedin.com/in/chrysa-jones-2a556a271/
StreamSettle: https://streamsettle.com/

Video Version: https://youtu.be/nfNBTpYk5XY

Jes La Russa - Ep. 695

Thu, 19 Jun 2025 09:00:00 -0400

Tony chats with Jes La Russa, Insurance Marketing Executive about her 20 year career in commercial insurance marketing, advice for the next generation, and her plans for what's next. A wonderful episode!

Jes La Russa: https://www.linkedin.com/in/jeslarussa/

Video Version: https://youtu.be/dzCIBVaQEC0

Jason Cass, Managing Partner at The Insurance Alliance - PIR Ep. 694

Thu, 19 Jun 2025 08:00:00 -0400

Tony chats with Jason Cass, Managing Partner at The Insurance Alliance. If you're not familiar with Jason Cass you're just not paying attention! They just published an amazing manual on AI for insurance agents. This is the first step in a 3 step process: 1. Manual. 2. Book. 3. Audio Book (different content from the book). You simply can't afford to miss this!

Jason Cass: https://www.linkedin.com/in/jasondcass/
AI Manual: https://agencyintelligencemanual.com/

Video Version: https://youtu.be/s04Y7IuuMOw

Michael Balarezo, Founder & CEO at Adjusto - PIR Ep. 685

Thu, 19 Jun 2025 08:00:00 -0400

Tony chats with Michael Balarezo, Founder & CEO at Adjusto, they are focused on removing all friction in personal property claims. Their platform helps adjusters solve claims quickly while building policyholder trust while creating an empathetic experience for both sides, including the adjuster completely reimagining how the process works for content claims. An amazing episode you cannot miss!

Michael Balarezo: https://www.linkedin.com/in/michaelbalarezo/
Adjusto: https://www.adjusto.ai/

Video Version: https://youtu.be/R_SYL6_W8yA

Aman Gour, Co-Founder at CEO at FurtherAI - PIR Ep. 692

Thu, 19 Jun 2025 08:00:00 -0400

Tony chats with Aman Gour, Co-Founder at CEO at FurtherAI, they are an AI platform focused solely on insurance. It's like ChatGPT for insurance and can help automate complex workflows in basically al areas of insurance and unlock things that were not possible before! An incredible conversation you cannot miss!

Aman Gour: https://www.linkedin.com/in/amangour/
FurtherAI: https://www.furtherai.com/

Video Version: https://youtu.be/hU6rAdyQM-E

Brendan Corr and Heather Blevins - Project 55 - PIR Ep. 691

Thu, 19 Jun 2025 08:00:00 -0400

Two years ago at my first AppliedNet, in Las Vegas, I saw an amazing panel with Brenden Corr, Justin Goodman, Marissa Rutkowski, CIC, CRM, and Ryan Deeds (and I might be missing another panelist) had a very honest discussion about mental health. It was an amazing moment. People were crying both on the panel, and in the audience. Clearly this was a huge need! A few weeks later Heather Blevins CPCU, ITP, M. Ed. hosted a similar one at CPCU In2Risk and all of the sudden the Insurance world was finally talking about mental health. The panel at AppliedNet ended up directly leading to Brenden and Justin partnering to create Project55 to serve the mental health needs not only of insurance, but of our society in general. This is radically important! We have ALL been touched by the mental health crisis. If it's not you, it's someone you love. Project55 has built an amazing and professionally built toolkit to help us through this, and an amazing community.

Project55: https://www.Project55.org

Video Version: https://youtu.be/vBzSGGGT7iI

Jenn Urso, Leadership Coach + Facilitator - PIR 689

Thu, 19 Jun 2025 08:00:00 -0400

Tony chats with Jenn Urso, Leadership Coach + Facilitator. Jenn created the idea of Nourished Leadership with 3 pillars: 1. Self-Leadership. 2. Soft Power. 3. Self-Care. After coaching a few hundred people she looked at the data and figured out what is it that is helping them grow, be successful, and remain successful. A wonderful cannot miss episode! Jenn partners both with companies and individuals to coach them to grow.

Jenn Urso: https://www.linkedin.com/in/ursojenn/
Jenn Urso International: https://www.jennurso.com/

Video Version: https://youtu.be/R0BNdMF4Yjk

Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illiohan - PIR Ep. 693

Mon, 16 Jun 2025 09:00:00 -0400

Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illioham, GM at LINKITSYSTEMS. We chat about Donna, the perfect AI sales assistant for sales reps on the go. There are few episodes where I'm literally going "When can I have this?" and this was one of those episodes! Having trouble getting your sales people to fill in the CRM? This is the solution and they'll love it too. This might be my favorite applied use of AI for business! A CANNOT MISS EPISODE!

Donna: https://askdonna.com/
Nicolas Christiaen: https://www.linkedin.com/in/nicolaschristiaen/
Jimmy Iliohan: https://www.linkedin.com/in/jimmy-iliohan/

Video Version: https://youtu.be/ayPrT9DXYOU

Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F" - PIR Ep. 690

Tue, 10 Jun 2025 20:00:00 -0400

Tony chats with Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F". We discuss Marc's amazing book which tells the story of Crum & Forster and has wonderful lessons for everyone in insurance. If you are a current insurance leader, you should read this book. If you are a young insurance professional, you should read this book. If you like my content, you should read this book! A great conversation with an outstanding leader!

Marc Adee: https://www.linkedin.com/in/marcadee/
The Once and Future C&F: https://www.cfins.com/the-once-and-future-cf-landing/

Video Version: https://youtu.be/k2W-c59ZOkI

David Carothers, Principal at Florida Risk Partners - PIR Ep. 688

Mon, 09 Jun 2025 08:00:00 -0400

Tony chats with David Carothers, Principal at Florida Risk Partners about his agency and his many, many other projects in the world of insurance agencies and producers. This is a MUST NOT MISS episode for anyone in the agency and brokerage side of insurance!

David Carothers: https://www.linkedin.com/in/davidrcarothers/

Video Version: https://youtu.be/4VXmeQHSpNU

Nichole Myers, Chief Underwriter at Ethos Technologies - Ep. 687

Tue, 03 Jun 2025 08:00:00 -0400

Tony chats with Nichole Myers, Chief Underwriter at Ethos Technologies. They are a digital distributor and a TPA for life insurance carriers. They are also an incredible marketing organization. They do all the front end magic that needs to be done to bring customers into the pipeline, then they run them through a wonderful waterfall that ends with 90% getting offered a life insurance quote. 10% go to manual underwriting all with a very sleek experience. Average time is 6 1/2 minutes. They also handle underwriting and administration on behalf of the carriers they work with.

Nichole Myers: https://www.linkedin.com/in/nicholelmyers/
Ethos Technologies: https://www.ethos.com/

Amir Prodensky Co-Founder and CEO at Strada - PIR Ep. 686

Mon, 02 Jun 2025 09:00:00 -0400

Tony chats with Amir Prodensky Co-Founder and CEO at Strada, they are the phone AI platform for insurance. Primarily they work with carriers and MGAs helping their sales and marketing team grow their agency channel. They help them stand up AI agents that handle a lot of the phones calls they want to make and don't have time or people to do them. For example they can handle when a new agent signs up, use the outbound phone as a way to engage your agents, etc.

Amir Prodensky: https://www.linkedin.com/in/aprodensky/
Strada: https://www.getstrada.com/

Video Version: https://youtu.be/JEsemYSDYLQ

Danish Yusuf, CEO and Founder at Zensurance - PIR Ep. 684

Wed, 28 May 2025 08:00:00 -0400

Tony chats with Danish Yusuf, CEO and Founder at Zensurance, a Toronto based company who for 9 years has been serving small business owners as a broker and an MGA. They provide an honest, simple, and transparent experience for small business owners to directly get insurance, understand their coverage, manage the policy, and handle their claims the right way. In many cases they design their own products and distribute them. In some cases they go to external insurers, wholesalers, and MGAs for more specialized products.

Danish Yusuf: https://www.linkedin.com/in/danishyusuf/
Zensurance: https://www.zensurance.com/

Video Version: https://youtu.be/o7NVkffz1Hg

Paul Drake, Founder at Adventus AI - PIR Ep. 683

Tue, 27 May 2025 08:00:00 -0400

Paul Drake, Founder at Adventus AI, they help commercial and personal lines brokers who write a lot of property risks put together the most complete submission that wins with an underwriter. The primary means by which they do this is by using AI to bring in all available data, extract the correct property information about a particular property or multi-family complex and turn this information into a winning application.

Paul Drake: https://www.linkedin.com/in/jpdrake/
Adventus AI: https://www.adventusai.com/

Video Version: https://youtu.be/YpR-RUsUu2M

Francisco Lopes, Co-Founder and CEO at Sonant AI - PIR Ep. 682

Thu, 22 May 2025 08:00:00 -0400

Tony chats with Francisco Lopes, Co-Founder and CEO at Sonant AI, they build AI receptionists for P&C insurance agencies. They create AIs that really sound human, with no lag, and is able to take the requests, recognize the phone number that is calling, create a personal touch, and act as needed. After the call you get the summary of your interaction and goes straight into your system too. Free up your licensed staff from non-revenue generating calls and enable your agency to grow!

Francisco Lopes: https://www.linkedin.com/in/francisco-joao-lopes/
Sonant AI: https://www.sonant.ai/

Video Version: https://youtu.be/XuEWvhcym3Y

Doug Ver Mulm, CEO and Co-Founder at Turris - PIR Ep. 681

Wed, 21 May 2025 09:00:00 -0400

Doug Ver Mulm, CEO and Co-Founder at Turris, they are focused on solving the problems of the MGA space. They have built everything from the ground up from the perspective of people who actually ran an MGA. They are working on automating anything on the back office related to agency relationships for MGAs or Carriers.

Doug Ver Mulm: https://www.linkedin.com/in/douglasvermulm/
Turris: https://www.turrisfi.com/

Video version: https://youtu.be/gMOIIVoZ98A

Maggie Buchanan and Martin Calhoun at Residence - Ep. 680

Tue, 20 May 2025 10:00:00 -0400

Tony chats with Maggie Buchanan and Martin Calhoun at Residence, an insurtech that partially exists because of this show, AND is trying to go after a crucial problem with an innovative solution. Residence insurance prevents people from getting evicted in case of a qualifying economic hit like getting fired or an unexpected illness. This is an amazing private market solution to a social problem. A MUST NOT MISS EPISODE!

Maggie Buchanan: https://www.linkedin.com/in/maggiebuchanan/
Martin Calhoun: https://www.linkedin.com/in/martincalhoun/

Video Version: https://youtu.be/hfpT0R4Sn04

Nick Reed, Managing Director and Toby Harvey-Sholes, Head of Consulting at Ninety - PIR Ep. 679

Mon, 19 May 2025 08:00:00 -0400

Tony chats with Nick Reed, Managing Director and Harvey Sholes, Head of Consulting at Ninety Innovation. They are the insurance innovation experts. They launched 12 years ago and have done 400 different projects for 60 carriers across all lines, all classes, and all geographies. They help insurance companies launch new ideas to market, build the capabilities to be more innovative and they equip insurance teams to be more able to innnovate. The name Ninety comes because they were founded with the mission of donating a billion pounds sterling for good causes so they donate 90% of their profits.

Ninety Innovation: https://ninety.com/
Nick Reed: https://www.linkedin.com/in/nicholascreed/
Toby Harvey-Sholes: https://www.linkedin.com/in/toby-harvey-scholes-546b16a2/

Video Version: https://youtu.be/Ij-QlUnlzbQ

Andrew Townsend and Ryan Muir - PIR Ep. 678

Thu, 15 May 2025 07:00:00 -0400

Tony chats with Andrew Townsend, Marketing Operations Manager at Smarty and Ryan Muir, Senior Product Marketing Manager at Smarty. They are an address location intelligence company. They do geocoding helping you find the exact coordinates of any address. Their autocomplete helps forms get completed faster when it comes to addresses. They can help you increase your revenue, streamline your processes and reduce your risk.

Andrew Townsend: https://www.linkedin.com/in/andrew-townsend-utah/
Ryan Muir: https://www.linkedin.com/in/ryan-muir-product-marketing/
Smarty: https://www.smarty.com/

Video Version: https://youtu.be/2y76xuoI0ME

Cortney Helfrich, Chair of the RISE Education Committee - PIR Ep. 677

Wed, 14 May 2025 08:00:00 -0400

Tony chats with Cortney Helfrich, Chair of the RISE Education Committee, they have been doing AWESOME work that you should not miss. They are starting to create an Introductory Certificate Program for Insurance which will cover Auto, Property, and Subrogation with much more to come.

Cortney Helfrich: https://www.linkedin.com/in/cortney-helfrich-scla-gold-5b5b675b/

RISE: https://riseprofessionals.com/

RISE Leadership Summit: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/

Prior episode with Amy Cooper about RISE and the 2025 Leadership Summit: https://youtu.be/tZna3bCi88U?si=vN3k_Xjlhh3UUHn_

Tier List of Insurance Roles Video: https://youtu.be/lhV29iM_n5A?si=-_PDaWmOS5HBuvmj

Video Version: https://youtu.be/c3jgPCyhN8g

Luis Diaz, Founder & CEO at ClaimMentor - PIR Ep. 676

Tue, 13 May 2025 08:00:00 -0400

Tony chats with Luis Diaz, Founder & CEO at ClaimMentor, they are a reimagined solution for claims recoreded statements handling everything from scheduling to an intelligent summary of the meeting. Your average adjuster spends 2 to 2/12 hours per day just on scheduling calls. That gets automated with ClaimMentor. They then guide the adjuster on what to ask and especially feeds the adjuster the right followup question that a senior adjuster would know to ask.

Luis Diaz: https://www.linkedin.com/in/luisarturodiaz/
ClaimMentor: https://www.claimmentor.com/

Video Version: https://youtu.be/Vn-F5m7KoLU

David Schraub - Ep. 673

Tue, 13 May 2025 08:00:00 -0400

Tony chats with David Schraub, a credentialed actuary in both the US and Europe, who now runs a consulting firm specializing in AI ethics. A fascinating episode that is embarrassingly late in being released.

David Schraub: https://www.linkedin.com/in/davidschraub/
David Schraub Actuarial Consultancy: https://www.davidschraubactuary.com/

Video Version: https://youtu.be/FwVW5CoPlc0

Yandy Plasencia, Founder & CEO at DataHaven Software - PIR Ep. 675

Mon, 12 May 2025 07:00:00 -0400

Tony chats with Yandy Plasencia, Founder & CEO at DataHaven Software, they are a core infrastructure company solving the foundational data problem. They live in the intersection of carriers and TPAs. Core focus on making sure the foundational data they make sure there are no data silo. If there is no fully automated data lakehouse yet, they can build it for you in an automated way. They offer a fully managed solution focused on the $200M to $700M in Annual Recurring Revenue regionals and super-regionals and looking to eventually grow into the Tier 1 carriers. This is an episode you don't want to miss!

Yandy Plasencia: https://www.linkedin.com/in/yandyplasencia/
DataHaven Software: https://www.datahaven.software/

Video Version: https://youtu.be/MFe3QkVHV5o

Paul Richardson, Founder & CEO at Tumbleweed - PIR Ep. 672

Thu, 08 May 2025 23:00:00 -0400

Tony chats with Paul Richardson, Founder & CEO at Tumbleweed, they are a digital solution to help support comprehensive legacy planning under the tagline that a life well planned is a life well lived.

Paul Richardson: https://www.linkedin.com/in/paulhrichardsonjr/
Tumbleweed: https://tumbleweedplan.com/

Video version: https://youtu.be/An6YYyTBH8M

Wendy Davis Johnson, Author of Brian Duperrealt Biography - PIR Ep. 671

Thu, 08 May 2025 20:00:00 -0400

Tony chats with Wendy Davis Johnson, Author of "Faith & Purpose: The Life and Vision of Insurance Icon Brian Duperrealt. A cannot miss conversation about the most important insurance biography of our time.

Wendy Davis Johnson: https://www.linkedin.com/in/wendy-davis-johnson-b2040a34/
Faith & Purpose: https://duperreaultbio.com/how-to-order-faith-purpose/

Video Version: https://youtu.be/z_SAzTGvBYs

Rick Pannu, Co-Founder and CEO at Trajan AI - PIR Ep. 670

Thu, 08 May 2025 20:00:00 -0400

Tony chats with Rick Pannu, Co-Founder and CEO at Trajan AI, they profile risks specially construction risks for WC, GL, Builder's Risk, Wraps, and more. They build AI Agents for underwriting and auditing of construction risk. Currently construction risks are underwritten mostly from historical losses with very little being used from the application because they don't trust the data on the application. Trajan's framework is focused on deterministic answers to application questions and underwriting guideline questions. They take ACORD 186, 125, 126 and made an index of al the questions and mapped those questions to attestation grade answers that assure you the answers are correct! Incredible stuff! A must not miss episode!

Rick Pannu: https://www.linkedin.com/in/gs-pannu-966a4a279/
Trajan AI: https://trajan.ai/

Video Version: https://youtu.be/dnFVVkoLIjY

Josh Schlessinger, President, CEO & CoFounder at Continue On - PIR Ep. 670

Thu, 01 May 2025 09:00:00 -0400

Tony chats with Josh Schlesinger, President, CEO & CoFounder at Continue On, it started as a SAAS platform licensed to auto insurance companies to disrupt the rental reimbursement space using Uber and Lyft instead. They have since transitioned instead of offering it as part of the claims process, now it's offered as Continued Mobility for side of the road situations to get the insured off the side of the road quickly. Traditional roadside assistance picks up your car, but doesn't get you home. They started offering it as an additional benefit for the customers of their MGA and they now offer it through other MGAs and carriers. Currently operating in 8 states with 300k+ policies in force.

Josh Schlesinger: https://www.linkedin.com/in/josh-schlesinger-32450b84/

Video Version: https://youtu.be/mdp1ZLOPaTo

Will Ross, CEO and Co-Founder at Federato - PIR Ep. 669

Wed, 30 Apr 2025 09:00:00 -0400

Tony catches up with Will Ross, CEO and Co-Founder at Federato about two incredible new products Federato is launching. Federato is an underwriting platform focused on helping organization win the right deals faster and help you systematize winning. Will digs deep into their two new products: Submission Triage and Orchestrate.

Will Ross: https://www.linkedin.com/in/williamross826/
Federato: https://www.federato.ai/
Prio episode of Federato: https://youtu.be/0cY7D_uFO1w

Video Version: https://youtu.be/n8ju4SXvsWQ

Mark Miller, Founder at InsureVision.AI - PIR Ep. 668

Tue, 29 Apr 2025 10:00:00 -0400

Tony chats with Mark Miller, Founder at InsureVision.AI, they are a state of the art transformer AI which turns video into a measure of risk which helps you understand driver claims, improve driver quality, save lives, save money, and make your community safer.

Mark Miller: https://www.linkedin.com/in/mark-miller-81a89b149/
InsureVision.AI: https://insurevision.ai/

Video Version: https://youtu.be/YQk6heUL_3w

Dan Roselli and Sara Garces Roselli at Rev Tech Labs - PIR Ep. 667

Mon, 28 Apr 2025 23:00:00 -0400

Tony chats with Dan Roselli and Sara Garces Roselli at Rev Tech Labs, a vertically focused fintech and insurtech accelerator program. They are on cohort 22! They recruit people from all over the world to start their business and grow!

Dan Roselli: https://www.linkedin.com/in/danielroselli/
Sara Garces Roselli: https://www.linkedin.com/in/sarag1/
Rev Tech Labs: https://www.revtechlabs.co/

Video Version: https://youtu.be/692vdlIbrWw

Arvind Sontha, Founder and CEO at Kyber - PIR Ep. 665

Thu, 24 Apr 2025 10:00:00 -0400

Tony chats with Arvind Sontha, Founder and CEO at Kyber, AI native document generation and delivery platform that helps claims teams instantly draft, review, and send claims forms and correspondence, especially complex claims letters. Then you backstop that with a full highly auditable, deeply transparent, integrated real-time collaborative editor, review workflow and it manages the whole process. A conversation you should not miss!

Arvind Sontha: https://www.linkedin.com/in/arvind-sontha/
Kyber: https://www.askkyber.com/

Video Version: https://youtu.be/thkowZc3z6w

Kyle Geoghan, Co-Founder and CEO at Indemn - PIR Ep. 664

Thu, 24 Apr 2025 09:00:00 -0400

Kyle Geoghan, Co-Founder and CEO at Indemn, an AI agents platform focused solely on insurance enabling MGAs, insurance carriers, and brokerages to build AI agents that people can call, text, or email to help with sales and service workloads. This is not only an amazing technology, but also an amazing conversation. You don't want to miss this one!

Kyle Geoghan: https://www.linkedin.com/in/kylegeoghan/
Indemn: https://www.indemn.ai/

Video version: https://youtu.be/2F4mT0n1bOg

NavaJeevan Rajaiah, Founder & CEO at InsOps - PIR Ep. 663

Tue, 22 Apr 2025 09:00:00 -0400

Tony chats with NavaJeevan Rajaiah, Founder & CEO at InsOps, an insurtech focused on helping P&C insurers fully transition data away from legacy systems. They help their customers sunset their legacy system by taking their data from the old system and seamlessly putting it into the modern platform of their choice. Using AI they do it exponentially faster and more cost effectively and can get you to the point where you can actually pull the plug on the old AS/400!

NavaJeevan Rajaiah: https://www.linkedin.com/in/navajeevan-rajaiah-bb67903/
InsOps: https://insops.com/

Video Version: https://youtu.be/COiq1xj3y6Y

Catrin Townsend, Director of Education at PriceWriters and Author - PIR Ep. 662

Mon, 21 Apr 2025 08:00:00 -0400

Catrin Townsend, Director of Education at PriceWriters and Author of "A Risky Business: An Actuary's Guide to Quantifying and Managing Risk in Society". We talk about her career, how she fell in love with insurance, especially the actuarial profession, and her book.

Catrin Townsend: https://www.linkedin.com/in/catrin-townsend-608b44234/
A Risky Business: https://amzn.to/4irPTzm
Price Writers: https://pricewriters.com/
Prior Episode about Price Writers: https://youtu.be/K9Wnp-MnVEs?si=y8gAXVI4O-iSrkrm

Video Version: https://youtu.be/eQatIM2LmpQ

Shannon Elsea, Founder SettlementDoneEasy - PIR Ep. 661

Fri, 18 Apr 2025 08:00:00 -0400

Tony chats with Shannon Elsea, Founder SettlementDoneEasy. Checks have largely disappeared in the regular economy, but they continue to be the norm in paying out insurance settlements in attorney-represented claims. The process hasn't changed much in decades and that's what SettlementDoneEasy fixes. Last year in the US, over $1 billion worth of checks were stolen in the snail mail and sold on the dark web. 55% of all paper checks written last year were written by insurance carriers! SettlementDoneEasy provides a secure digital system to completely get rid of paper checks in the attorney-repped claims process!

Shannon Elsea: https://www.linkedin.com/in/shannon-elsea-3265a5126/
SettlementDoneEasy: https://SettlementDoneEasy.com

Video Version: https://youtu.be/B35eMW9yRkw

Jack Miller, Co-Founder and CEO at nettle - PIR Ep. 660

Thu, 17 Apr 2025 07:00:00 -0400

Tony chats with Jack Miller, Co-Founder and CEO at nettle, they work in commercial insurance helping underwrite large assets like factories, marine vessels or oil rig by enabling the Risk Engineering process to be done much more efficiently and effectively.

Jack Miller: https://www.linkedin.com/in/jack-nettle/
nettle: https://www.getnettle.com/

Video Version: https://youtu.be/OpaQv5Mw1Pc

Mike Gulla, CEO and Co-Founder, Adaptive Insurance - PIR Ep 659

Wed, 16 Apr 2025 06:00:00 -0400

Tony chats with Mike Gulla, CEO and Co-Founder, Adaptive Insurance, they are an AI technology platform that is creating climate resiliency products for commercial businesses across the US. Starting with a suite of parametric products allowing customers to get short duration products for different things that will impact the financial resilience of their business .

Mike Gulla: https://www.linkedin.com/in/michael-gulla-32299749/
Adaptive Insurance: https://www.adaptiveinsurance.com/

Video version: https://youtu.be/guxrLCvDZdQ

Amy Cooper, Founder at RISE - Rising Insurance Star Executives - PIR Ep. 658

Tue, 15 Apr 2025 06:00:00 -0400

Tony chats with Amy Cooper, Founder at RISE, about the upcoming RISE Leadership Summit & Award Gala in Fort Lauderdale and so much more about this incredible organization!

Amy Cooper: https://www.linkedin.com/in/amy-sarah-cooper/
RISE Leadership Summit & Award Gala: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/
RISE: https://riseprofessionals.com/

Video Version: https://youtu.be/tZna3bCi88U

Jon Lincoln - PIR Ep. 657

Mon, 14 Apr 2025 10:00:00 -0400

Tony chats with Jon Lincoln who had a couple of successful insurtech exits and is now running a successful startup in the ecommerce/non-profit space about everything he learned along the way. What an episode! This one is a cannot miss!

Jon Lincoln: https://www.linkedin.com/in/jonlincoln/

Video Version: https://youtu.be/3IbPa-b2HE4

Adam Chadroff, Principal Insurance at Equal Ventures - Ep. 656

Fri, 11 Apr 2025 12:00:00 -0400

Tony chats with Adam Chadroff, Principal Insurance at Equal Ventures about the upcoming Insurance Capital Summit coming up in NYC on May 8th

Adam Chadroff: https://www.linkedin.com/in/adam-chadroff/
Insurance Capital Summit: https://www.ics.equal.vc/

Video Version: https://youtu.be/PDG0yolbdes

CJ Hutsenger, Co-Founder at Referral Radar - PIR Ep. 655

Thu, 10 Apr 2025 08:00:00 -0400

Tony chats with CJ Hutsenger, Co-Founder at Referral Radar, an incredible new tools built for insurance agents, by insurance agents, helping them find referral partners. Not just referral partners, but the right referral partners. Every real estate agent and mortgage broker talks a big game on instagram and facebook, they kind of have to, but that's no good to your agency if you can't figure out who actually has business to refer to you and the right kind of business. Now you can figure it out, with Referral Radar! This will be LIFE CHANGING for a lot of agents. It's like Moneyball for your marketing expenses. 🤯 Don't miss out! An incredible episode that's just on 🔥 🔥 🔥 🔥 🔥!

CJ Hutsenger: https://www.linkedin.com/in/cjhutsenpiller/
Referral Radar: https://referralradar.com/
The Insurance Guys Podcast: https://podcasts.apple.com/us/podcast/the-insurance-guys-podcast/id1313000372

Video Version: https://youtu.be/Dcut1oRIpR0

Christian Brindle, CEO of Seven Figures Medicare Training - PIR Ep. 654

Wed, 09 Apr 2025 08:00:00 -0400

Christian Brindle, CEO of Seven Figures Medicare Training, Lead Heroes, Hire Heroes, and the Seven Figure Medicare Summit. They help medicare focused agencies in all sorts of ways. Started with his own agency, and then growing by helping other agencies. Seven Figure Medicare Training provides training and a giant facebook group. Then they merged with a leads company, a marketing company, and a virtual assistant company: Lead Heroes and Hire Heroes.

Ultimately they provide: 1. Extremely high level training and consulting. 2. They help agencies with leads and marketing. 3. The Seven Figure Medicare Summit in Utah.

Christian Brindle: https://www.linkedin.com/in/christian-brindle-a4411ab4/
Seven Figures Medicare Training: https://sevenfigureu.com/
Lead Heroes: https://leadheroes.com/
Hire Heroes: https://hireheroes.com/christian43/

Video Version: https://youtu.be/bPySP_kiMX0

Rashmi Melgiri, Co-Founder and CEO at Functional Finance - PIR Ep. 653

Tue, 08 Apr 2025 08:00:00 -0400

Tony chats with Rashmi Melgiri, Co-Founder and CEO at Functional Finance, an automated finops platform for the P&C industry. They simplify and unify all things related to financial management for insurance companies. Insurance is full of manual reconciliation processes, but it doesn't have to be!

Rashmi Melgiri: https://www.linkedin.com/in/melgiri/
Functional Finance: https://www.functionalfi.com/

Video Version: https://youtu.be/hp2QFiQcZUs

The Society of Insurance Research (SIR) and their Annual Conference - PIR Ep. 652

Mon, 07 Apr 2025 08:00:00 -0400

Tony chats with Amelia Fitch and Jennifer Chase about The Society of Insurance Research (SIR) and their upcomming Annual Conference May 4-6th in Chicago, IL. I had never heard of SIR and I'm so excited to learn about this organization. Whether you're "big R" Research (with the word in your job title) or "little r" research (the kind we all do), if you love the intersection of side of insurance and research, this is your tribe!

SIR Conference 2025: https://www.sirnet.org/SIR/SIR/Events/2025_Annual_Conference/2023_Annual_Conference-_Save_the_Date.aspx

SIR: https://www.sirnet.org/

Amelia Fitch: https://www.linkedin.com/in/amelia-fitch/

Jennifer Chase: https://www.linkedin.com/in/jennifer-chase-2598104/

Video Version: https://youtu.be/dZxf66unqS8

Jim Sorebo, Positivity Warrior, Author & Speaker - PIR Ep. 651

Thu, 27 Mar 2025 08:00:00 -0400

Tony chats with Jim Sorebo, Positivity Warrior, Author & Speaker about his life and his new book "Positivity Warrior: Strength through sorrow. How a positive outlook can heal, inspire, and change your life." This is a wonderful and inspiring episode about Jim's difficult journey and how he turned it into a force for good. A cannot miss episode!

Jim Sorebo (LinkedIn): https://www.linkedin.com/in/jimsorebo/
Jim's author and speaker website: https://www.jimsorebo.com/
Positivity Warrior book: https://amzn.to/4cavzAU

Video Version: https://youtu.be/lGAAuR-acRw

Tom Wetzel, President of Thomas H. Wetzel and Associates - PIR Ep. 650

Wed, 26 Mar 2025 08:00:00 -0400

Tony chats with Tom Wetzel, President of Thomas H. Wetzel and Associates. Tom educates agents on how AI can help operate their agencies more efficiently and also on the cybercrime threat that comes with it.

Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/

Video Version: https://youtu.be/bSCQU9QiMZI

Travis Pine, Founder CEO & Justin Waters, SVP Client Relations HO at Solstice Innovations - PIR 649

Tue, 25 Mar 2025 10:00:00 -0400

Tony chats with Travis Pine and Justin Waters at Solstice Innovations, originally coming from the Flood space, they have developed a complete insurance technology ecosystem for Flood, Homeowners, and all other P&C lines. A one-stop shop, holistic system that handles policy billing, underwriting, claims, documents, etc. A very robust and highly configurable system.

Travis Pine: https://www.linkedin.com/in/travis-pine-02618a1/
Justin Waters: https://www.linkedin.com/in/justin-waters-cpcu-8a180b16/
Solstice Innovations: https://solstice.tech/

Video Version: https://youtu.be/g0Z3Rm41rTA

Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants - PIR Ep. 648

Mon, 24 Mar 2025 08:00:00 -0400

Tony chats with Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants. Somil is a creative P&C actuary specializing in helping create new MGAs. I learned a lot about what actuaries do, how MGAs work, and how new technology has enabled the creation of so many new MGAs.

Somil Jain: https://www.linkedin.com/in/somiljainconsulting/
Lewis & Ellis: https://lewisellis.com/

Video Version: https://youtu.be/OmKJ-AaNdhs

Dan Schuleman, Co-Founder and CEO at Qumis - PIR Ep. 647

Tue, 18 Mar 2025 10:00:00 -0400

Tony chats with Dan Schuleman, Co-Founder and CEO at Qumis, an AI platform built by experts for experts that helps read and interpret insurance policies. Dan was an insurance coverage attorney frustrated by how manual the process was so we built the tool he wish existed when he started.

Dan Schuleman: https://www.linkedin.com/in/danielschuleman/
Qumis: https://www.qumis.ai/

Video Version: https://youtu.be/W4a5eU3XVs0

Risa Ryan, Founder and CEO at UnRetire - PIR Ep. 646

Mon, 17 Mar 2025 08:00:00 -0400

Tony chats with Risa Ryan, Founder and CEO at UnRetire, a platform that connects companies in the insurance industry that has project work needing to get done, with retirees with valuable experience who want to stay active.

Risa Ryan: https://www.linkedin.com/in/risa-ryan-8b653417/
UnRetire: https://unretire.io/

Video Version: https://youtu.be/mTxoAQg-BGY

Abdul Yusuf, CEO and Co-Founder at EyeFootage - PIR Ep. 645

Wed, 12 Mar 2025 09:00:00 -0400

Tony chats with Abdul Yusuf, CEO and Co-Founder at EyeFootage. They are building a marketplace where claims adjusters and attorneys can buy videos of car accidents they are working on settling. In a world filling up with cameras, many accidents are caught on camera, but they were not easily accessible before EyeFootage came around.

Abdul Yusuf: https://www.linkedin.com/in/abdul-y-33609b283/
EyeFootage: https://eyefootage.com/

Video Version: https://youtu.be/5dcuufojTgo

Todd Schuchart, Founder at Razor Ridge Leads - PIR Ep. 644

Tue, 11 Mar 2025 08:00:00 -0400

Tony chats with Todd Schuchart, Founder at Razor Ridge Leads, they started as a life insurance leads company and has grown into a done-for-you leads program that can manage your entire leads program. They also offer a CRM with conversational AI tools to help them nurture their leads. Their leads are exclusive and SMS verified. They also don't resell their leads.

Todd Schuchart: https://www.linkedin.com/in/toddcharles/
Razor Ridge Leads: https://razorridge.com/

Video Version: https://youtu.be/wy1Gnzts-2A

Alexis Vaughn, Author of "Insurance Distribution of the Future" - PIR Ep. 643

Mon, 10 Mar 2025 09:00:00 -0400

Tony chats with Alexis Vaughn, Author of "Insurance Distribution of the Future". Alexis brings her extensive experience in multiple areas of insurance and has put it into her new book. The book is an interactive guide for agents and brokers, new insurtech founders, people new to the industry, and industry professionals wanting to learn more about where distribution is going.

Alexis Vaughn: https://www.linkedin.com/in/alexis-cierra-vaughn-77573862/
Her prior episode: https://youtu.be/AC1MPYjfiuY?si=6rE3VNU-I5ZPKTSX
Insurance Distribution of the Future: https://amzn.to/3Fh00ZL

Video Version: https://youtu.be/wH96_mng9I0

Stephanie Mier PIR, Chief Insurance Officer at ServiceUp - Ep. 642

Wed, 05 Mar 2025 09:00:00 -0500

Tony chats with Stephanie Mier PIR, Chief Insurance Officer at ServiceUp, an all-in-one digital platform for all things auto repair, from fleet to consumers and everything in between. Their focus is decreasing cycle time and severity when it comes to auto claims. ServiceUp holds your insured's hand through the repair process, with 24/7 updates and a lifetime warranty on the repairs.

Stephanie Mier: https://www.linkedin.com/in/stephaniejmier8675309/
ServiceUp: https://www.serviceup.com/platform/insurance

Video Version: https://youtu.be/xk8ZL1k9ckU

Kevin May, Chief Strategy Officer at GIGAFORCE - PIR Ep. 641

Tue, 04 Mar 2025 08:00:00 -0500

Kevin May, Chief Strategy Officer at GIGAFORCE, a technology company focused on reimagining the subrogation workforce, which also affects the claims workforce. They can help in everything from identifying losses with subro potential at FNOL all the way through the process. I learned a LOT about subro in this conversation.

Kevin May: https://www.linkedin.com/in/subroman/
GIGAFORCE: https://gigaforce.io/

Video Version: https://youtu.be/CXxapTveDgI

James Benham, CEO & Co-Founder at Terra - PIR Ep. 640

Mon, 03 Mar 2025 09:00:00 -0500

Tony chats with James Benham, CEO & Co-Founder at Terra, they are a next-generation cloud-native AI-enabled claims and policy core platform for work comp first organizations. They pride themselves with being far easier to use, far easier to sign up, far easier to set up than the competition. This was a fascinating conversation about core systems that everybody should listen to!

James Benham: https://www.linkedin.com/in/jbenham/
Terra: https://terra.insure/

Video Version: https://youtu.be/qjdZyO4sBJs

Cyrus Jaffery, Founder and CEO at Quotamation - PIR Ep. 639

Wed, 26 Feb 2025 08:00:00 -0500

Cyrus Jaffery, Founder and CEO at Quotamation, built by insurance agents for insurance agents, they built a tool to make it easy for consumers and agents to do home and auto quotes within 60 seconds. It makes everybody's life much easier when quoting home and auto with a beautiful UI.

Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-02840365/
Quotamation: https://quotamation.com/

Video Version: https://youtu.be/k00tbKj0eVI

Chris Luiz, CEO at Scout Insurtech - PIR Ep. 638

Tue, 25 Feb 2025 09:00:00 -0500

Tony chats about Chris Luiz, CEO at Scout Insurtech, it started as Insurtech Ohio and has now grown into a fantastic community for carriers, brokers and agencies to find the talent, services and/or technology they need to sustain their impact on the insurance industry. We chat about why the Scout Insurtech events are different and why you should get involved!

Chris Luiz: https://www.linkedin.com/in/christopher-luiz/
Scout Insurtech: https://www.scoutinsurtech.com/

Video Version: https://youtu.be/k0e0268emks

Jon Kelly, CEO at Modern Metric - PIR Ep. 637

Mon, 24 Feb 2025 08:00:00 -0500

Tony chats with Jon Kelly, CEO at Modern Metric, they serve large national brokers in personal lines. Their core product Discover, takes an insurance agent from data discovery, to quoting, to a fully customized finished proposal ready to send to the client.

Jon Kelly: https://www.linkedin.com/in/jonkelly/
Modern Metric: https://www.modernmetric.com/

Video Version: https://youtu.be/k17ebwYEAaA

Elan Nyer, Co-Founder and CEO at Ownli - PIR Ep. 636

Tue, 18 Feb 2025 08:00:00 -0500

Tony chats with Elan Nyer, Co-Founder and CEO at Ownli, a platform that helps P&C insurers better engage with their policyholders and prospects, increasing engagement and reducing premium leakage. They empower individuals to capture and control their data and transparently share it with the business. It's a really refreshing approach because the individual gets paid for their data. It opens the door for better engagement and the opportunity to capture data that you literally couldn't get earlier.

Elan Nyer: https://www.linkedin.com/in/elan-nyer-a4691823/
Ownli: https://www.ownli.co/

Video Version: https://youtu.be/oUnktX6fizA

Joe Ems PIR, Co-Founder and Director of Sales at Sembley - PIR Ep. 635

Mon, 17 Feb 2025 08:00:00 -0500

Tony chats with Joe Ems PIR, Co-Founder and Director of Sales at Sembley, a modern cloud-based platform that streamlines insurance submissions and renewals with simple intakes that populate right into the Acord.

Joe Ems: https://www.linkedin.com/in/joseph-g-ems-340813123/
Sembley: https://sembley.com/

Video Version: https://youtu.be/oCWgg9nNEr4

Tyler Jensen, President at The Top Performance Group - PIR Ep. 634

Thu, 13 Feb 2025 08:00:00 -0500

Tony chats with Tyler Jensen, President at The Top Performance Group, a professional development platform that helps business owners overcome fear, complacency, the feeling of being overwhelmed, and burnout. They help you achieve top performance and satisfaction in your life and business. Tyler came from running an agency and then being a carrier marketing rep.

Tyler Jensen: https://www.linkedin.com/in/tyler-jensen/
The Top Performance Group: https://thetopperformancegroup.com/

Cheryl Koch - Presenting the Ultimate Account Manager Program - PIR Ep. 633

Wed, 12 Feb 2025 08:00:00 -0500

Tony chats with Cheryl Koch, CEO of Agency Management Resource Group, announcing the launch of their improved Ultimate Account Manager program. This training teaches Account Managers the Caught Up Workflow Management system which helps them get caught on their pending and NEVER fall behind, all without going insane or working crazy hours. How would you like your Account Managers to always be caught up and to love their jobs? The first cohort starts very soon, so hurry!

Cheryl Koch: https://www.linkedin.com/in/cherylkoch/
Ultimate Account Manager: https://ultimateaccountmanager.com/

Video Version: https://youtu.be/0it65BqhaRo

Jenn Knight, Co-Founder and CTO at AgentSync - PIR Ep. 632

Tue, 11 Feb 2025 10:00:00 -0500

Tony chats with Jenn Knight, Co-Founder and CTO at AgentSync. This is an update episode, her co-founder Niji was on ep. 342. AgentSync started in 2018 with the focus of helping US agents and agencies onboarded and get their licensing in order and streamlined. They started with a strong compliance focus and now have grown to also have a strong focus on efficiency. Jenn speaks about their work with incredible passion and this is a fascinating episode!

Jenn Knight: https://www.linkedin.com/in/jlouiseknight/
AgentSync: https://agentsync.io/
Prior episode with Niji: https://youtu.be/XmdhJWeLMVk?si=ZZ7nRk2fgyP2ii2i

Video Version: https://youtu.be/r0Nq8KBl6fs

The Art & Science of MGAs - Tricura's Approach To Underwriting & Covering Skilled Nursing Facilities E631

Mon, 10 Feb 2025 11:00:00 -0500

In this episode of Profiles in Risk - Nick spoke with Matthew Queen co-founder and COO of Tricura, an MGA specializing in liability risks for skilled nursing facilities.

About the Guest
- Company: Tricura
- Focus: Managing General Agent (MGA) in the insurance industry
- Expertise: Skilled nursing facilities and specialized risk management

Key Topics Discussed:

1. MGA Model Evolution
- Comparison with traditional carrier models
- Increased agility and innovation capabilities
- Role in modern insurance market
- Specialization advantages

2. Technology and Risk Management
- Integration of modern technology
- Challenges with legacy systems
- Innovation in underwriting processes
- Data-driven decision making

3. Underwriting Approach
- State law considerations
- Decision-making speed
- Risk assessment methodology
- Portfolio management strategies

4. Actuarial and Underwriting Dynamics
- Comparison of actuaries to fortune tellers
- Underwriter role as calculated risk-takers
- Modern hedge fund-like approach
- Balance of art and science in underwriting

5. Strategic Portfolio Management
- Claims payment importance
- Long-term profitability focus
- Risk management strategies
- Portfolio diversification

Additional Context:
- Episode focuses on the evolving role of MGAs in the insurance market
- Highlights the importance of specialization and innovation in insurance
- Discusses the balance between traditional insurance principles and modern approaches
- Emphasizes the importance of agile decision-making in today's market

Josh Riley, Co-Founder and Managing Director at Upfort - PIR Ep. 630

Thu, 06 Feb 2025 08:00:00 -0500

Tony chats with Josh Riley, Co-Founder and Managing Director at Upfort, a leading platform for cyber security and insurance that provides holistic protection from evolving cyber threats. They do proactive loss control for your cyber insurance portfolio and lower your loss ratio.

Josh Riley: https://www.linkedin.com/in/joshrileyins/
UpFort: https://www.upfort.com/

Video Version: https://youtu.be/3k84vtxd9PQ

Brennen Grone, EVP of Sales at Rainbow - PIR Ep. 629

Wed, 05 Feb 2025 09:00:00 -0500

Tony chats with Brennen Grone, EVP of Sales at Rainbow; they are a vertically focused MGA known for specializing in restaurants and are excited to announce new verticals today. They are not a bind or decline platform, they have top-of-the-line technology upfront and real underwriters on the background to help agents win in the gray areas. They are excited to announce new verticals in beauty and wellness, health and fitness, electrolysis, and even piercing studios.

Brennen Grone: https://www.linkedin.com/in/brennen-grone/
Rainbow: https://www.userainbow.com/

Video Version: https://youtu.be/gdQnlmyJqaQ

Tyler Amundsen, CEO at LightDoc - PIR Ep. 628

Tue, 04 Feb 2025 08:00:00 -0500

Tony chats with Tyler Amundsen, CEO at LightDoc, a technology platform built for commercial insurance brokers to help them improve retention, save time, and focus on higher-value account management tasks. It allows agencies and brokers to unlock the data they're sitting on and make the most of AI agentic workflows. It allows Account Managers to do contract reviews, COI requests, and policy checks in under 3 minutes. All of that with minimal changes to your existing workflows.

Tyler Amundsen: https://www.linkedin.com/in/tyler-amundsen-3051b5142/
LightDoc: https://www.lightdoc.ai/

Video Version: https://youtu.be/xGFeK222BjI

Greg Purdy, CEO at Rival Insurance Technology - PIR Ep. 627

Mon, 03 Feb 2025 08:00:00 -0500

Tony chats with Greg Purdy, CEO at Rival Insurance Technology, they offer a broker product, an MGA product, and a quoting product. RPM, the Rival Platform and Marketplace, launched last July as an AI-first platform that has no menus. It allows the user to interact with the software conversationally. RPM sits on top of your AMS/BMS. They do also offer their own AMS/BMS. It was built specifically for the needs of the largest agents and brokers in the world to serve them in a way the traditional competitors haven't been able to.

Greg Purdy: https://www.linkedin.com/in/greg-purdy-b1b5772/
Rival Insurance Technology: https://rivalit.com/

Video Version: https://youtu.be/_5M1KdgRuMA

Eliron Ekstein, CEO at Ravin.AI - PIR Ep. 626

Wed, 29 Jan 2025 08:00:00 -0500

Tony chats with Eliron Ekstein, CEO at Ravin.AI, they have built a platform that combines AI-assisted image capture technology that helps insureds get the right photos of their auto accident. It also helps prevent fraud. The platform uses AI to assess the repairs needed for that vehicle.

Eliron Ekstein: https://www.linkedin.com/in/eliron-ekstein-41609819/
Ravin: https://Ravin.ai

Video Version: https://youtu.be/cj1tJwA3Hfo

John Harvey, Founder and CEO at CrashBay - PIR Ep. 625

Tue, 28 Jan 2025 08:00:00 -0500

Tony chats with John Harvey, Founder and CEO at CrashBay, they are a digital marketplace for collision repair. Basically, it's an Expedia for auto-collision repair. Their mission is to connect car owners and carriers with trusted repair shops in a digital marketplace. They can significantly lower the number of days it takes to get a car repaired by making sure it makes it into the right qualified shop with the right availability right now. This is an excellent discussion on optimizing auto repairs closing the claim faster, and getting the customer back into their own vehicle ASAP.

John Harvey: https://www.linkedin.com/in/johnharveymbacrm/
CrashBay: https://www.crashbay.com/

Video Version: https://youtu.be/HBfZmFFnDDQ

Empowering Smart Financial Decisions: How Thumbscore is Reshaping Workplace Benefits

Mon, 27 Jan 2025 15:00:00 -0500

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized decision support.

Episode Summary
In this episode, we explore how Thumbscore is revolutionizing the employee benefits space by applying behavioral economics principles to financial wellness programs. David shares insights on how understanding human behavior can lead to better financial decisions and improved mental health outcomes for employees.

Key Topics Discussed
- Integration of behavioral economics in financial wellness programs
- Addressing employee financial stress through personalized insights
- The connection between benefits decisions and mental health
- Importance of renters insurance and emergency savings
- Improving broker onboarding and customer experience
- Human behavior patterns and decision-making in financial contexts
- Digital transformation in the benefits space
- Personal and corporate growth parallels

Resources and Links
(https://www.thumbscore.com)

Additional Reading Materials
- "Nudge: Improving Decisions About Health, Wealth, and Happiness" by Richard Thaler and Cass Sunstein
- "Predictably Irrational" by Dan Ariely
- "The Psychology of Money" by Morgan Housel

Key Takeaways
1. Financial wellness programs are more effective when they incorporate behavioral economics principles
2. Understanding human behavior is crucial for developing effective financial support systems
3. Digital transformation is reshaping how benefits are delivered and managed
4. Personal development and corporate growth share similar behavioral patterns
5. Successful change requires both understanding individual strengths and environmental factors

Connect with David
- LinkedIn: https://www.linkedin.com/in/davidjthorne/

Episode Quotes
"The best way to help people make better financial decisions is to understand their behavioral patterns and create systems that work with, not against, human nature."

"Digital transformation in benefits isn't just about technology – it's about understanding and improving human experiences."

Video Version: https://youtu.be/kVxBL3At1P8

Empowering Smart Financial Decisions: How Thumbscore is Reshaping Workplace Benefits (PIR E624)

Mon, 27 Jan 2025 14:00:00 -0500

Richard Spradley, Founder and CEO and Richard Spradley, SVP Insurance at Whooster - PIR Ep. 623

Tue, 21 Jan 2025 06:00:00 -0500

Tony chats with Richard Spradley, Founder and CEO and Richard Spradley, SVP Insurance at Whooster. Originally developed for criminal investigations, Whooster is a sophisticated case management platform that allows the user to measure the risk of a situation they're associated with from open-source intelligence and their own data. It's used in claims investigations, bringing all their investigation information into a single platform.

Richard Spradley: https://www.linkedin.com/in/richard-spradley-1ab00918/
Gary LaFond: https://www.linkedin.com/in/gjlafond/
Whooster: https://whooster.com/

Video Version: https://youtu.be/3Wos2UpOhWM

Timon Gregg, Co-Founder at Strala - PIR Ep. 622

Wed, 15 Jan 2025 09:00:00 -0500

Tony chats with Timon Gregg, Co-Founder at Strala, they are a new AI TPA. They built their own Claims Management System from the ground up with the latest technology to automate a lot of the mundane work that adjusters deal with daily, creating a better customer experience and a better work experience.

Timon Gregg: https://www.linkedin.com/in/timon-gregg-59973a190/
Strala: https://www.strala.ai/

Video Version: https://youtu.be/lH6B_NMX7XI

Oscar Garza, CEO of Journey Sports and President of Mexican Insurtech Association - PIR Ep. 621

Tue, 14 Jan 2025 08:00:00 -0500

Tony chats with Oscar Garza, CEO of Journey Sports and President of Mexican Insurtech Association and VP of the Latin American Insurtech Alliance about insurtch in Latin America.

Oscar Garza: https://www.linkedin.com/in/oeglp/
Associación Insurtech de Mexico: https://asociacioninsurtech.mx/

Video Version:

Oscar Martinez, Founder at Velos - PIR Ep. 620

Wed, 08 Jan 2025 09:00:00 -0500

Tony chats with Oscar Martinez, Founder of Velos, they are an AI-powered automation platform. They help operations teams automate manual processes using AI assistance with a strong focus on insurance and healthcare.

Oscar Martinez: https://www.linkedin.com/in/o-am/
Velos: https://tryvelos.com/

Video Version: https://youtu.be/P-83p9wKC28

Ryan Smith, President & Principal Consultant at RLS Consulting - PIR Ep. 619

Tue, 07 Jan 2025 09:00:00 -0500

Tony chats with Ryan Smith, President & Principal Consultant at RLS Consulting, they help agents to sort through all of the complexities around cyber security to find easier ways to protect themselves and their clients. They can also train producers to learn how to talk about cyber to help clients understand their exposure.

Ryan Smith: https://www.linkedin.com/in/ryan-smith-392b6636/

RLS Consulting: https://rlsconsulting.co/

Mitch McCloskey, Co-Founder and CEO at Agency Go - PIR Ep. 618

Mon, 06 Jan 2025 08:00:00 -0500

Tony chats with Mitch McCloskey, Co-Founder and CEO at Agency Go, they help agencies outsource personal lines quoting to the Philipines, for both new business and renewals. You could wake up every morning with 5 bindable quotes for every renewal waiting for you and saving your staff hours to actually grow the business!

Mitch McClowskey: https://www.linkedin.com/in/mitch-m-5217903/

Video Version: https://youtu.be/SbBbzAifHwE

MJ Martinez, Author of "Welcome to Insuriland" - PIR Ep. 617

Wed, 18 Dec 2024 08:00:00 -0500

Tony chats with MJ Martinez, Author of "Welcome to Insuriland". MJ took his experience in claims and his passion for the insurance industry and has started a series of children's books to help kids understand insurance. A great Christmas gift for the kids in your life!

MJ Martinez: https://www.linkedin.com/in/macedonio-j-martinez-iii-a644221ab/

Welcome to Insuriland: https://welcometoinsuriland.com/

Video Version: https://youtu.be/tC5dMNikBGM

Roberto Salinas, Head of Business Development at LULA - PIR Ep. 616

Tue, 17 Dec 2024 08:00:00 -0500

Tony chats with Roberto Salinas, Head of Business Development at LULA, they developed a tool called GAIL (Generative AI by LULA). Their conversational AI is meant to give time back to agents. Up to 60% of the time agents spend on the phone is spent on billing related questions that can be handled directly by GAIL. Overall, GAIL can take over all of those repetitive customer-facing tasks and give back time to the agents to focus on growing the book of business. GAIL can handle voice and text conversations.

Roberto Salinas: https://www.linkedin.com/in/roberto-a-salinas/
GAIL: https://www.meetgail.com/

Video Version: https://youtu.be/EBRGWZZq5HM

Christy Barsalaou, President & CEO at QuickFacts - PIR Ep. 615

Mon, 16 Dec 2024 08:00:00 -0500

Tony chats with Christy Barsalaou, President & CEO at QuickFacts, a Canadian insurtech that aggregates all of the personal lines insurance underwriting information onto one platform. You get all the rules for all your markets at a glance.

Christy Barsalou: https://www.linkedin.com/in/christy-barsalou-silvestri/
QuickFacts: https://www.quickfactsinc.com/

Video Version: https://youtu.be/2hAHTSiGDSo

Zach Gleason, Founder at Atlanta Sales - PIR Ep. 614

Thu, 12 Dec 2024 13:00:00 -0500

Tony chats with Zach Gleason, Founder at Atlanta Sales, they help independent agents and brokers coaching, training, and managing sales people. They now have their own proprietary software sales management system specifically tuned to help insurance producers get organized with their sales efforts.

Zach Gleason: https://www.linkedin.com/in/zacharygleason/
Atlante Sales: https://atlantesales.com/

Craig Foster, CEO and Jim Strickland, GM North America at Ondo Insurtech - PIR Ep. 613

Wed, 11 Dec 2024 09:00:00 -0500

Tony chats with Craig Foster, CEO, and Jim Strickland, GM North America at Ondo Insurtech. They are creating a world leader in claims prevention technology for home insurer, specifically water prevention. Their Leakbot detects leaks, and their network of local plumbers go out to fix the leaks before they become a large claim, all paid for by your insurer! The ROI of prevention is so good that it makes sense for the insurer to pay for the plumber.

Craig Foster: https://www.linkedin.com/in/fosterc/
Jim Foster: https://www.linkedin.com/in/jimstrickland2/
Ondo Insurtech: https://www.ondoplc.com/

Video Version: https://youtu.be/BRsrT2BMuG4

Nick Kidd, CEO & Co-Founder at Quotey - PIR Ep. 612

Tue, 10 Dec 2024 08:00:00 -0500

Tony chats with Nick Kidd, CEO & Co-Founder at Quotey, a Canadian insurtech commercial insurance quoting marketplace for agents and brokers. From the single question about what they do, Quotey walks the broker through the correct application and finds coverage from multiple carriers. Quotey was built by a broker for brokers to fix the frustrations he had with the insurance market.

Nick Kidd: https://www.linkedin.com/in/nick-kidd-4513547/
Quotey: https://quotey.io/

Video Version: https://youtu.be/Weu9DwHQUIU

Robin Roberson, Co-Founder and CEO at Agentech.com - PIR Ep. 611

Mon, 09 Dec 2024 08:00:00 -0500

Tony chats with Robin Roberson, Co-Founder and CEO at Agentech. They create digital agents specifically trained on tasks related to claims handling. It's like each claims handler having hundreds of assistants to help them go through the data, summarizing it quickly, and allowing the claims professional to make better decisions.

Robin Roberson: https://www.linkedin.com/in/robinroberson/
Agentech: https://www.agentech.com/

Video Version: https://youtu.be/DTgH4uaDmQY

Elan Gefen, Go to Market Lead at Eventual Treasury - PIR Ep. 610

Thu, 05 Dec 2024 09:00:00 -0500

Tony chats with Elan Gefen, Go to Market Lead at Eventual Treasury, a revenue co-pilot for insurance agents and brokers. They do 3 basic things: 1. Help with auto revenue reconciliation. 2. Revenue recovery. 3. Real-time financial forecasting. Overall, they solve huge issues on the financial and accounting side of insurance agency operations.

Elan Gefen: https://www.linkedin.com/in/elan-gefen-35104365/
Eventual Treasury: https://www.eventualtreasury.com/

Video Version: https://youtu.be/dkID4hL7PaM

Will Betteridge, CEO at Fair - PIR Ep. 609

Wed, 04 Dec 2024 08:00:00 -0500

Tony chats with Will Betteridge, CEO at Fair, a new auto warranty insurtech created to be fully modern. They're 100% API-based and they do everything from end-to-end to deliver a better customer experience and a better product. This is a fascinating look at an obscure side of our industry.

Will Betteridge: https://www.linkedin.com/in/wbbetteridge/

Video Version: https://youtu.be/Jv-fzuc7V4Y

Michael Trouillon, Insurance Agency Automation Associates - PIR Ep. 608

Tue, 03 Dec 2024 08:00:00 -0500

Tony chats with Michael Trouillon, Insurance Agency Automation Associates, they help agencies with everything related to making the most of their AMS 360. From setting up, workflows, training, consulting, and much more.

Michael Trouillon: https://www.linkedin.com/in/michaeltrouillon/

Video Version: https://youtu.be/72wVaLv9RM4

Hernando Gallegos, COO & Founder and Jim West, Regional Account Manager at ION - PIR Ep. 607

Mon, 02 Dec 2024 08:00:00 -0500

Tony chats with Hernando Gallegos, COO & Founder and Jim West, Regional Account Manager at ION, they are a guided inspection application available on any smart device. It embeds the carriers' inspection guidelines into the application and gamifies it for the adjuster.

Hernando Gallegos: https://www.linkedin.com/in/hernandogallegosjr/
Jim West: https://www.linkedin.com/in/jim270/
ION: https://www.ioninspect.com/

Video Version: https://youtu.be/XjnxNx7saNY

Mang-Git Ng, Founder and CEO at Anvil Foundry - PIR Ep. 606

Mon, 18 Nov 2024 09:00:00 -0500

Tony chats with Mang-Git Ng, Founder and CEO at Anvil Foundry, the fastest way to build software for documents. They provide developers, product teams, and non-technical people the tools to take their existing documents and convert them into programmable, online, simple, guided workflows. They offer PDF Generation, PDF Filling, e-signature, and more.

Mang-Git Ng: https://www.linkedin.com/in/manggit/
Anvil Foundry: https://www.useanvil.com

Video Version: https://youtu.be/e0XlLffLUnM

Luke Fraser, CEO at Stepwise Innovation - PIR Ep. 605

Thu, 14 Nov 2024 11:00:00 -0500

Tony chats with Luke Fraser, CEO at Stepwise Innovation. They are a research and design firm that helps insurance carriers understand their customers as people and then develop growth strategies as a result of that which might include new products (both insurance and non-insurance) and new growth strategies.

Luke Fraser: https://www.linkedin.com/in/lukefraser/
Stepwise Innovation: https://www.stepwiseinnovation.com/

Video Version: https://youtu.be/6Wz1wYajg7E

Matthew Fastow, Co-Founder and CEO at CoverFlow - PIR Ep. 604

Wed, 13 Nov 2024 09:00:00 -0500

Tony chats with Matthew Fastow, Co-Founder and CEO at CoverFlow, they help insurance brokerages with the most important thing, customer happiness. They automate away a huge part of the busywork that brokers and account managers find themselves doing on a day-to-day basis. They run insurance paperwork through very specialized AI models that help identify things that humans might miss.

Matthew Fastow: https://www.linkedin.com/in/matthew-fastow/
CoverFlow: https://coverflow.tech/

Video Version: https://youtu.be/Q68iPpyxX48

Will Alverson, Insurance Nerds Careers - PIR Ep. 603

Tue, 12 Nov 2024 14:00:00 -0500

Tony chats with Will Alverson who is leading the new Insurance Nerds Careers, an insurance job board and more, part of Insurance Nerds.

Insurance Nerds Careers: https://careers.insnerds.com/
Will Alverson: https://www.linkedin.com/in/william-alverson/

Video Version: https://youtu.be/7Xa46-3drWQ

Heather Wilson, CEO at Clara Analytics - PIR Ep. 602

Mon, 11 Nov 2024 08:00:00 -0500

Tony chats with Heather Wilson, CEO at Clara Analytics, an end-to-end AI claims platform for Casualty and Comp. Clara's first appearance on Profiles in Risk was Ep. 390. Today we do an update where we talk about the evolution of Clara, how AI is affecting the insurance industry, and several other topics.

Heather Wilson: https://www.linkedin.com/in/heather-h-wilson-40a61b8/
Clara Analytics: https://claraanalytics.com/
Original Episode about Clara Analytics: https://youtu.be/gRjVwggtyFM?si=TaPkrHzdSXOEgNVK

Tim Maloney and Steven Romero Final - PIR Ep. 601

Mon, 04 Nov 2024 11:00:00 -0500

Tony chats with Tim Maloney and Steven Romero, Co-Founders at Pre-Loss. They focus on the interception of Geospacial and P&C worlds and provide baseline scans for large commercial assets. Having a baseline scan helps prevent ambiguities at the time of loss and ensures claims are adjusted fairly.

Steve Romero: https://www.linkedin.com/in/steven-romero-cpcu-aic-arm-sega-9657b2199/

Austin Moorhead, Founder at Lava Automation - PIR Ep. 600

Wed, 30 Oct 2024 10:00:00 -0400

Austin Moorhead, Founder at Lava Automation, they help independent brokers setup their CRM solution including drip marketing to rocket-fuel your new business sales and renewals. They have helped several hundred agencies setup their CRM automation and getting a big ROI. They (almost) guarantee you'll see a minimum of 25% in New Business! They also do VAs. An awesome, high-energy episode to celebrate our 600th episode of Profiles in Risk.

Austin Moorhead: https://www.linkedin.com/in/austin-moorhead-8ba0b249/
Lava Automation: https://www.lavaautomation.com

Video Version: https://youtu.be/ToOJSLRlyC8

Julianna Muir, Founder & CEO at Vellum Insurance - PIR Ep. 599

Tue, 29 Oct 2024 10:00:00 -0400

Tony chats with Julianna Muir, Founder & CEO at Vellum Insurance, they are a data and analytics platform purpose-built for the insurance industry, specifically for insurance and reinsurance companies who receive bordereaus. They help ingest, validate, standardize and aggregate that information, and then add a powerful analytics layer on top. This allows their clients to go from a reactive position to more of a proactive portfolio management relationship with their partners. After almost 600 episodes I don't remember a single episode about bordereau related technology so this is very exciting!

Julianna Muir: https://www.linkedin.com/in/julmuir/
Vellum Insurance: https://www.velluminsurance.com/

Video Version: https://youtu.be/cJ2Sxj8UE0s

Leandro Dallemulle, General Manager at Planck - PIR Ep. 598

Mon, 28 Oct 2024 10:00:00 -0400

Tony chats with Leandro Dallemulle, General Manager at Planck, Applied Systems; they are an AI-based platform for commercial lines underwriting and were recently acquired by Applied. They started with a focus on restaurants and bars, and have now expanded to be able to support underwriting in 80% of classes of businesses.

Leandro Dallemule: https://www.linkedin.com/in/leandrodallemule/
Planck: https://www.planckdata.com/

Video Version: https://youtu.be/xWLYxNicCzU

Isabel Rodriguez, COO at Domu.ai - PIR Ep. 597

Wed, 23 Oct 2024 11:00:00 -0400

Tony chats with Isabel Rodriguez, COO at Domu.ai. They automate communications for financial services. Their natural language AI system can handle all communications over different platforms, including voice calls. As of today, their technology fully handles 98% of calls.

Isabela Rodriguez: https://www.linkedin.com/in/isabela-r-438785170/
Domu: https://Domu.ai

Video Version: https://youtu.be/XU86F5x1xVw

Andre Symes, Group CEO at Genasys - PIR Ep. 596

Tue, 22 Oct 2024 10:00:00 -0400

Tony chats with Andre Symes, Group CEO at Genasys, they are a purpose led software development organization that develops policy and claims admin technology to serve the mid-markets from quote & bind all the way to claims fulfillment. Their purpose is to bring tier 1 technology to the mid-market players. They focus on serving the $50M to $500M GWP organizations.

Andre Symes: https://www.linkedin.com/in/andre-symes/
Genasys: https://genasys.com/

Video Version: https://youtu.be/DbKjn0oIsYQ

Aaron Wright, Director of Strategy at Earnix - PIR Ep. 595

Tue, 22 Oct 2024 09:00:00 -0400

Tony chats with Aaron Wright, Director of Strategy at Earnix, they help underwriters, actuaries, and product managers to utilize the data they have correctly, to leverage analytics and AI, simulate and forecast the results of decisions they make. Overall, it helps insurance companies to make better decisions AND to put those decisions into productions WITHOUT waiting for IT to do it for them. Fantastic conversation with Aaron who is both a CPCU and a FCAS credentialed actuary.

Aaron Wright: https://www.linkedin.com/in/aaron-wright-fcas/
Earnix: https://earnix.com/

Video Version: https://youtu.be/EcEQYt57C2Y

David Embry, CEO at Mylo - PIR Ep. 594

Tue, 08 Oct 2024 08:00:00 -0400

Tony chats with David Embry, CEO at Mylo. They started as an in-house digital agency at a top-10 global broker. Today, they operate serving underserved high-volume low-premium transitions in personal and commercial lines and a little bit of benefits. Their platform is extremely focused on efficiency and an awesome user experience and now that they are independent their platform is available to other agencies and brokerages!

David Embry: https://www.linkedin.com/in/david-embry-09920117/
Mylo: https://choosemylo.com/

Video Version: https://youtu.be/jrUQ4PcKh78

Harris Clarke, Co-Founder at LodgePole Insurance - PIR Ep. 593

Tue, 08 Oct 2024 05:00:00 -0400

Tony chats with Harris Clarke, Co-Founder at LodgePole Insurance, they are in the process of building a better way to provide coverage for homeowners in wildfire country.

Harris Clarke: https://www.linkedin.com/in/harris-clarke-28979/
LodgePole Insurance: https://www.lodgepoleinsurance.com/

Video Version: https://youtu.be/4Be9xW4BXxg

Patrick Cooney, Co-Founder and President - PIR Ep. 592

Mon, 30 Sep 2024 09:00:00 -0400

Tony chats with Patrick Cooney, Co-Founder and President at PowerBroker AI. They serve retail and wholesale agencies with an "AI brain for insurance" which can audit a policy, tell you what's included and what's been omited. They are also in the process of building industry specialization for industries like construction.

Patrick Cooney: https://www.linkedin.com/in/patrick-cooney1/
PowerBroker AI: https://www.powerbroker.ai/

Video Version: https://youtu.be/a6cGXfmo8dY

Tom McClintock, Empowered Margins - PIR Ep. 590

Tue, 24 Sep 2024 09:00:00 -0400

Tony chats with Tom McClintock of Empowered Margins. They are an insurtech that works with insurance organizations to help them with their underwriting and actuarial software.

Tom McClintock: https://www.linkedin.com/in/tommcclintock/
Empowered Margins: https://www.empoweredmargins.com/

Video Version: https://youtu.be/Sm1OsXn28uM

Rock Schindler, Founder & CEO at SDRefinery AI - PIR Ep. 589

Mon, 23 Sep 2024 09:00:00 -0400

Tony chats with Rock Schindler, Founder & CEO at SDRefinery AI, they are solving the growing problem that it takes too long for P&C claims leaders to identify processes, bottlenecks, and root causes of poor performance. They are solving that problem by reading every adjuster note and measuring key events, actions, and activities, creating operational metrics that radically increase the speed and efficiency of making the changes to improve claims outcomes.

Rock Schindler: https://www.linkedin.com/in/rock-schindler/
SD Refinery AI: https://www.sdrefinery.com/

Johannes Kraus, Co-Founder at YOUTH Healthtech - PIR Ep. 588

Thu, 19 Sep 2024 09:00:00 -0400

Tony chats with Johannes Kraus, Co-Founder at YOUTH Healthtech, a smartphone-based health screening. With just your phone and 2 minutes of your phone using a face video, an audio recording, and a picture of your eye, and with that they screen for 23 biomarkers in seven health areas 🤯.

Johannes Kraus: https://www.linkedin.com/in/johannes-kraus-948040151/
Youth Healthtech: https://www.youth-healthtech.com/

Video Version: https://youtu.be/vpdN3uroWJA

Sandeep Haridas, EVP Business Head of Chief Strategy Officer at IntellectAI - PIR Ep. 587

Wed, 18 Sep 2024 09:00:00 -0400

Tony chats with Sandeep Haridas, EVP Business Head of Chief Strategy Officer at IntellectAI, they are focused on helping financial institutions build wealth management and insurance products. Within insurance they are a niche player focused on truly creating an underwriting ecosystem in the commercial insurance space. They are devoted and dedicated the art and science of underwriting.

Sandeep Haridas: https://www.linkedin.com/in/sandeep-haridas-cpcu/
IntellectAI: https://www.intellectai.com/

Video Version: https://youtu.be/k9xaW3LQJTc

Insurtech Innovation in Israel & Gerontology With Dr. Yael Benvenisti- (PiR E586)

Mon, 16 Sep 2024 17:00:00 -0400

The episode of Profiles in Risk features Dr. Yael Benvenisti discussing Israel's innovative culture in the insurtech sector. Key topics include:

1. Israel's entrepreneurial spirit in insurtech
2. Technology's role in transforming insurance, especially in gerontology
3. The need for new underwriting models incorporating predictive technologies
4. Global adoption of insurance technology

Highlights of the episode include:

- Discussion of Israel's innovative insurtech ecosystem
- Exploration of technology in gerontology, including social robots and passive monitoring devices
- The importance of transforming insurance practices with new underwriting models
- Emphasis on a customer-centric approach in insurance
- Global perspectives on insurtech, with examples from Australia and Japan
- Insights into the future of insurance, focusing on prevention and early detection

Video Version: https://youtu.be/KxVzFTkIGrk

Lloyd Peters, Head of Revenue at Send - PIR Ep. 584

Fri, 13 Sep 2024 10:00:00 -0400

Lloyd Peters, Head of Revenue at Send, an underwriting workbench which is a single desktop that gives all underwriting a team a single place to work and progress core underwriting activity from broker submission all the way to binding and booking the policy. It includes all the activities you need in one place.

Lloyd Peters: https://www.linkedin.com/in/lloyd-peters-7293983a/
Send: https://send.technology/underwriting-workbench/

Lance Dowdell and Max Smith, Co-Founders at Motive Engage - PIR Ep. 583

Wed, 04 Sep 2024 08:00:00 -0400

I chat with Lance Dowdell and Max Smith, Co-Founders at Motive Engage, they can help insurance agencies and insurtechs establish the foundation for their sales force: Proper sales processes, proper sales tech stack, understanding your ideal customer, onboarding your salespeople, sales enablement, getting your product/market fit right. Getting this right before bringing sales reps helps enable your success. On the marketing side they can also act as an outsourced content creator.

Lance Dowdell: https://www.linkedin.com/in/ldowdell/
Max Smith: https://www.linkedin.com/in/max-p-smith/
Motive Engage: https://motiveengage.com/

Video Version: https://youtu.be/KjJ61MvHbXs

Rob Jacomen, Founder and Chief Growth Officer at HPX - PIR Ep. 582

Tue, 03 Sep 2024 09:00:00 -0400

I chat with Rob Jacomen, Founder and Chief Growth Officer at HPX, they help insurance agents and brokers go from commoditized generalists to highly valued and respected specialist. They offer consulting and coaching to help you niche down, build, grow, and scale a book of business that dominates specific niches.

Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/

Video Version: https://youtu.be/8vnZ64dKHV8

John Loeber, Co-Founder & Ceo at Limit - PIR Ep. 581

Thu, 29 Aug 2024 08:00:00 -0400

Tony chats with John Loeber, Co-Founder and ceo at Limit, a digital platform that gives insurance brokers AI tools to make their day-to-day lives easier. Limit helps insurance professionals do deals faster, easier, and cheaper by taking care of the time-consuming things that kill their time. It offers a digital wholesale insurance platform with a universal application for many markets and almost instantaneous quoting. They now also offer Limit AI, an AI assistant knowledgeable about the insurance industry.

John Loeber: https://www.linkedin.com/in/jloeber/
Limit: https://www.limit.com/

Video Version: https://youtu.be/F1nfWtvbDGE

Daniel Laguado, Founder & CEO at Ai Risk Management Solutions - PIR Ep. 580

Mon, 26 Aug 2024 13:00:00 -0400

Tony chats with Daniel Laguado, Founder & CEO at Ai Risk Management Solutions, they help property owners negotiate insurance claims independently. Born out of the frustration as an independent adjuster of not having pre-loss details on the property Daniel developed a system using drones and high-quality cameras to create 3D documentation of the entire home inside, and outside, at an affordable cost.

Daniel Laguado: https://www.linkedin.com/in/daniel-laguado-5b6568187/
AI Risk Management Solutions: https://www.airiskmanagementsolutions.com/

Video Version: https://youtu.be/lb46BOAxR70

Pat West, Carrier Relations Leader at GloveBox - PIR Ep. 579

Wed, 21 Aug 2024 08:00:00 -0400

Tony chats with Pat West, GloveBox's Carrier Relations Leader. Pat is an insurtech veteran who gives us an update on what's going on at GloveBox.

Pat West: https://www.linkedin.com/in/pat-west-977501102/
GloveBox: https://glovebox.app
First PIR Episode with GloveBox: https://www.youtube.com/watch?v=_LoiFTv6B8s
Original Episode with Pat West: https://www.youtube.com/watch?v=xp3Z5Z6_uaE

Video Version: https://youtu.be/d4XQC_3HGrM

Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy - PIR Ep. 578

Tue, 20 Aug 2024 08:00:00 -0400

Tony chats with Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy. Jim runs a second-generation family agency in Georgia which is very unique in the way they hire and retain their people. My team has recruited for SSI for about 18 months so I've personally seen how well it works and that's why I invited him on the show. He also runs the Agents Growth Academy podcast to help other agents grow. A great conversation about insurance agencies with an agency recently featured on the cover of Rough Notes!

Jim Schubert: https://www.linkedin.com/in/schubertjim/
Southern States Insurance: https://southernstatesinsurance.com/
Agents Growth Academy: https://agentsgrowthacademy.com/
Rough Notes Feature: https://roughnotes.com/the-friends-and-family-plan/

Richard Look and Marcus Cudd of Insurance Media Exchange IMX - PIR Ep. 577

Thu, 15 Aug 2024 09:00:00 -0400

Tony chats with Richard Look and Marcus Cudd of Insurance Media Exchange IMX. A great discussion about marketing in the insurance world.

Richard Look: https://www.linkedin.com/in/rlook/
Marcus Cudd: https://www.linkedin.com/in/marcuscudd/
Insurance Media Exchange: https://insurancemediaexchange.com/

Video Version: https://youtu.be/okYMTqkL3k4

Josh Levine, Founder & CEO at Cake & Arrow - PIR Ep. 576

Tue, 13 Aug 2024 08:00:00 -0400

Tony chats with Josh Levine, Founder & CEO at Cake & Arrow. They are an experienced design and product innovation firm that works exclusively with the insurance industry. They partner with carriers, distributors, and service providers to leverage human-centered design and strategy throughout all stages of the product life-cycle. A great conversation about the importance of design!

Josh Levine: https://www.linkedin.com/in/joshplevine/
Cake & Arrow: https://cakeandarrow.com/

Video Version: https://youtu.be/Nybjpm3RzHs

Vishal Rohra, CEO at Kay.AI - PIR Ep. 575

Wed, 07 Aug 2024 09:00:00 -0400

Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal without any need for APIs or integration. The AI Coworker can reason through tasks following your example.

Vishal Rohra: https://www.linkedin.com/in/vishalrohra1/
Kay: https://www.Kay.Ai

Video Version: https://youtu.be/PtatVH-rD54

Timo Loescher, VP of Strategy at DMI - PIR Ep. 574

Tue, 06 Aug 2024 10:00:00 -0400

Tony chats with Timo Loescher, VP of Strategy at DMI. We have a GREAT conversation about the insurance talent crisis and how technology might help.

Timo Loescher: https://www.linkedin.com/in/timoloescher/

Video Version: https://youtu.be/VOjJpXaEfHY

Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants - PIR Ep. 573

Mon, 05 Aug 2024 09:00:00 -0400

Tony chats with Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants. They are a merger and acquisition advisor to independent agencies.

Mike Mensch: https://www.linkedin.com/in/michaelmensch/
Agency Brokerage Consultants: https://www.agencybrokerage.com/

Video Version: https://youtu.be/8kqiHyHvJkE

Michael Fiedel, Co-Founder and COO at PolicyFly - PIR Ep. 572

Tue, 30 Jul 2024 11:00:00 -0400

Tony chats with Michael Fiedel, Co-Founder and COO at PolicyFly, a specialty insurance focused policy management platform that is specifically distribution enabled unlike policy management systems of the past that were more back office enabled. It's fully capable of providing a fully digital experience for both underwriters and agents/brokers.

Michael Fiedel: https://www.linkedin.com/in/michaelfiedel/
PolicyFly: https://www.policyfly.com/

Video Version: https://youtu.be/_k1lJrsdkB8

Sean Merat, Founder & CEO at Owl.co PIR Ep. 571

Mon, 29 Jul 2024 08:00:00 -0400

I chat with Sean Merat, Founder & CEO at Owl.co. They utilize advanced models in order to provide deterministic indications for insurance carriers to make really accurate claims decisions as quickly as possible. They are one of the leading claims intelligence tools and are now serving 14 of the top 20 carriers in North America.

Sean Merat: https://www.linkedin.com/in/seanmerat/
Owl.co: https://www.owl.co

Video Version: https://youtu.be/GKXAr8Mx75E

David Gritz, Co-Founder and Managing Director at Insurtech NY and the MGA Lab - PIR Ep. 570

Tue, 23 Jul 2024 08:00:00 -0400

I chat with David Gritz, Co-Founder and Managing Director at Insurtech NY and the MGA Lab mostly about the lab and how they help MGAs launch and grow. This is masterclass on MGA creation and you cannot miss it!

David Gritz: https://www.linkedin.com/in/davidgritz/
Insurtech NY: https://www.insurtechny.com/
MGA Lab: https://www.insurtechny.com/mga-lab/

Video Version: https://youtu.be/ELu9iQNW3iY

Rashid Galadanci, Co-Founder and CEO at Driver Technologies - PIR Ep. 569

Mon, 22 Jul 2024 10:00:00 -0400

Tony chats with Rashid Galadanci, Co-Founder and CEO at Driver Technologies. They are a technology company that deals with driving and driving-related activities. They started with a mobile app with the idea of bringing AI safety and connectivity into the cars of today, including video and telematics. Putting all this info in the hands of the consumer, not the OEM.

Rashid Galadanci: https://www.linkedin.com/in/rashid-galadanci/
Driver Technologies Inc: https://drivertechnologies.com/

Video Version: https://youtu.be/zCXYmwD10To

Zehra Cataltepe, PhD, CEO at Tazi AI Systems - PIR Ep. 567

Tue, 16 Jul 2024 08:00:00 -0400

Tony chats with Zehra Cataltepe, PhD, CEO at Tazi AI Systems. Returning to the show 2 years after her original appearance on Profiles in Risk. In this episode, Zehra and I discuss the real-life use cases she's seeing in the real insurance world. If you're at all interested in AI and its effects on insurance this is an ABSOLUTE must watch episode!

Zehra Cataltepe, PhD: https://www.linkedin.com/in/zehracataltepe/
Tazi AI: https://tazi.ai/
Zehra's original episode on PIR: https://youtu.be/__fvHRHsWpw?si=LYIp4hodfSbqfA6A

Video Version: https://youtu.be/CRjcjSxKWWI

Jeff Radke, Co-Founder and CEO at Accelerant Holdings - PIR Ep. 566

Mon, 15 Jul 2024 07:00:00 -0400

Tony chats with Jeff Radke, Co-Founder and CEO at Accelerant Holdings. Accelerant has been around for 5 years and exists to improve the specialty insurance value chain. They are "replatforming" the specialty insurance market. They serve specialty underwriters (MGAs and MGUs) and on the other side they serve risk capital sources. Their vision is an incredibly efficient infrastructure that reduces friction as much as possible.

Jeff Radke: https://www.linkedin.com/in/jeff-radke/
Accelerant: https://accelerant.ai/

Video Version: https://youtu.be/OT_Lzaq1tIg

Nicole Nwesigwa, Co-Founder and COO at iCover Insure - PIR Ep. 565

Thu, 11 Jul 2024 08:00:00 -0400

Tony chats with Nicole Nwesigwa, Co-Founder and COO at iCover Insure, they deliver the best life insurance buying experience. They offer and e-app and algorithmic underwriting to small and medium-sized life carriers. They can get the consumer through the process in 5 minutes, guaranteed! They started in the fraternal space and then grew into the midrange market. Now they are launching iCover Direct to go after the direct-to-consumer channel. Very interesting stuff!

Nicole Mwesigwa: https://www.linkedin.com/in/nicole-mwesigwa-3b438b6/
iCover Insure: https://icoverinsure.com/

Video Version: https://youtu.be/p7UvVgX5ZXE

Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564

Wed, 10 Jul 2024 08:00:00 -0400

Tony chats with Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564. They help experts to generate more revenue through the creation of monetizable online classes.

Lynn Miller: https://www.linkedin.com/in/10xyourexpertise/
Video Version: https://youtu.be/Rf07KuzKJdY

Eric Foster, Founder and CEO at Woop Insurance - PIR Ep. 563

Tue, 09 Jul 2024 08:00:00 -0400

Tony chats with Eric Foster, Founder and CEO at Woop Insurance. Woop is an insurance technology platform company that works in the agency side to make personal lines insurance simple, transparent, and convenient. Their goal is to provide an unbiased database to help insurance consumers make data-based decisions.

Eric Foster: https://www.linkedin.com/in/ericfoster1/
Woop Insurance: https://www.woopinsuranceagency.com/

Video Version: https://youtu.be/u90sJhJ7h24

Cole Riccardi, Founder and CEO at Authentic - PIR Ep. 562

Mon, 08 Jul 2024 10:00:00 -0400

Authentic is an insurance infrastructure company that allows any platform that touches small businesses to start their own captive program. It's an end-to-end solution to start your own insurance program and it's not just a button that issues other carrier's paper. It actually allows you to build your own program on the back of Authentic. You actually get underwriting profit from your program! 🤯

Cole Riccardi: https://www.linkedin.com/in/cole-riccardi-63a243127/
Authentic: https://authenticinsurance.com/

Video Version: https://youtu.be/q1IiuZkIH6M

Mike Tansey, PIR Ep. 561

Tue, 02 Jul 2024 08:00:00 -0400

Tony chats with fellow elder millennial Mike Tansey about his insurance career. Mike spent time first in claims and underwriting in a regional carrier and then joined an independent agency. We chat about how to grow your insurance career and advice for management on how to engage and retain their Millennial and Gen Z employees.

Mike Tansey: https://www.linkedin.com/in/mike-tansey-48a62052/
Tony's book about Millennials: https://amzn.to/4eXLTpM

Video Version: https://youtu.be/sTT_IFhhMLY

Peter Tilbrook, Founder and CEO at Loro Insurtech - PIR Ep. 560

Mon, 01 Jul 2024 08:00:00 -0400

Tony chats with Peter Tilbrook, Founder and CEO at Loro Insurtech, the world's first free insurtech! 🤯 Loro (which means parrot in Spanish) and their vision is to be the Shopify of insurance. Shopify is the best-known shopping engine on the web. Anyone, anywhere in the world looking to digitally sell an insurance product can do that with Loro in a matter of hours and for free! How is it free? Well, it's free to get started and then the pricing is designed so that Loro's incentives and the client's incentives are aligned. They only get paid if you're successful using the platform.

Peter Tilbrook: https://www.linkedin.com/in/peter-tilbrook-50832336/
Loro Insurtech: https://www.loroinsurance.com/

Video Version: https://youtu.be/mOPaT11iNHA

Angie Richards, VP at Poms & Associates - PIR Ep. 559

Wed, 26 Jun 2024 07:00:00 -0400

Tony chats with Angie Richards, VP at Poms & Associates about her career in employee benefits and her very unique approach to that side of the insurance field.

Angie Richards: https://www.linkedin.com/in/angie-richards-402b34a/
Poms & Associates: https://www.pomsassoc.com/

Video Version: https://youtu.be/ftOvt__F-kw

Marissa Rutkowski - PIR Ep. 558

Mon, 24 Jun 2024 09:00:00 -0400

Tony chats with Marissa Rutkowski, Founder and Co-Chair of IndispensAbility at Applied Systems. They are a community of interest for mental and physical abilities of all kinds - seen and unseen; and fellow Board Member at Insure Equality. Marissa is one of the insurance industry's leading advocates for mental health and is doing crucially important work. We discuss her own history and the difficult circumstances that led her to create the group and to become a leader in this fight.

Marissa Rutkowski: https://www.linkedin.com/in/marissarutkowski/

Insure Equality Summit: https://insureequality.org/summit-2024-home/

Marissa's episode on Bound & Determined: https://www.adjunctadvisors.com/podcast/604

Ryan Deeds and Brendan Corr on Mental Health on PIR: https://youtu.be/yGYLdtPRwxk?si=xzxdVX5EghdBiHPY

Video Version: https://youtu.be/htez9GG2haQ

Empowering Agencies with Big Tech: AgencyBloc's Innovation in Insurance (Profiles in Risk E557)

Mon, 24 Jun 2024 09:00:00 -0400

In this episode of Profiles in Risk (E557), Nick Lamparelli engages with Tim Robinson and Corey Schmidt from AgencyBloc to delve into the transformative journey of their technology platform. As a CEO with extensive experience in software solutions across various industries, Tim Robinson shares his transition from web development to creating a comprehensive system designed to streamline insurance business management. AgencyBloc stands out by offering specialized, efficient tools that allow smaller health and benefits agencies to operate with the efficiency of their larger counterparts.

Throughout the discussion, the trio touches upon the delicate act of balancing diverse skill sets within a business and the significance of a SaaS company's deep understanding of its clients to provide truly valuable insights and solutions. Emphasizing the importance of customer feedback and integration with top-tier solutions, they highlight how staying at the forefront of technology is crucial for success.

The episode showcases AgencyBloc's robust AMS solution features, emphasizing its effectiveness in managing leads and sales activities. The technology's capacity for automated nurturing campaigns is also discussed, showcasing how it enables agents to forge stronger customer relationships through strategic engagement.

AgencyBloc - https://www.linkedin.com/company/agencybloc/posts/?feedView=all
Tim Robinson - https://www.linkedin.com/in/timothyjrobinson/
Cory Schmidt - https://www.linkedin.com/in/coryschmidt/

Video Version: https://youtu.be/b3PnBw0hRbM

Charlie Sidoti, Executive Director at InnSure - PIR Ep. 556

Tue, 18 Jun 2024 08:00:00 -0400

Tony chats with Charlie Sidoti, Executive Director at InnSure, they are a non-profit innovation hub focused on innovation in insurance related to climate change. They look at it through the lens of what does the world need from the insurance industry to help with climate change, and is also good business for the insurance industry. How can insurance help accelerate the transition to a low-carbon economy and how does insurance need to be reimagined to close the protection gap. What a fantastic conversation you MUST listen to! We can be heroes!

Carlie Sidoti: https://www.linkedin.com/in/sidoti/
InnSure: https://innsure.org/

Video Version: https://youtu.be/kwY00XQrl1M

Cyrus Karai, CEO at CoverForce - PIR Ep. 555

Mon, 17 Jun 2024 09:00:00 -0400

Tony chats with Cyrus Karai, CEO at CoverForce, they help strengthen agencies by offering the best infrastructure to connect commercial P&C agencies and carriers. The help carriers digitize their access points to agents, brokers, banks, etc. They offer a unified API that lets you access several of the leading P&C commercial lines carriers.

Cyrus Karai: https://www.linkedin.com/in/cyrus-karai/
CoverForce: https://www.coverforce.com/

Video Version: https://youtu.be/VPBnapLF0ss

Marlena Sarunac and Lubna Hameed at The Company Advice - PIR Ep. 554

Thu, 13 Jun 2024 09:00:00 -0400

Tony chats with Marlena Sarunac and Lubna Hameed, Co-Founders at The Company Advice. (For High Ds: actual content starts at 4:10.) They provide design leadership and execution to startups from the very beginning by bringing them in a fractional capacity. They have extensive experience in insurtech, healthtech, fintech, and more. Marketing and design is often deprioritized in the early days and then there's a lot of catching up to be done post-MVP. The Company Advice can help you infuse marketing and design thinking to help make that little MVP grow up big and strong.

Marlena Sarunac: https://www.linkedin.com/in/marlenasarun
Lubna Hameed: https://www.linkedin.com/in/lubna-sarwat-hameed/
The Company Advice: https://TheCompanyAdvice.com

Video Version: https://youtu.be/fBqg7I7fYmU

Sivan Iram, Founder and CEO at Flow - PIR Ep. 553

Wed, 12 Jun 2024 12:00:00 -0400

Tony chats with Sivan Iram, Founder and CEO at Flow, they are a next-generation wholesale broker specializing in financial lines providing wholesale services that are needing help in those lines of business. A different approach - specialized in middle and small commercial, and already featuring 50 carriers.

Sivan Iram: https://www.linkedin.com/in/sivaniram/
Flow: https://www.flowspecialty.com/

Video Version: https://youtu.be/9oD0JcIPrp8

Woody Klemmer, Head of Growth at ForMotiv - PIR Ep. 552

Tue, 11 Jun 2024 12:00:00 -0400

Tony chats with Woody Klemmer, Head of Growth at ForMotiv. They use behavioral data science, a combination of behavioral analytics and real-time data science to help Life and P&C carriers to analyze how people fill out their digital applications. They call this digital body language, and it allows them to identify risk, non-disclosure, premium leakage, and more!

Woody Klemmer: https://www.linkedin.com/in/woodyklemmer/
ForMotiv: https://formotiv.com/

Video version: https://youtu.be/UyDSqHkVzNg

Joseph Zaarour, Founder @ ISolvRisk - PIR Ep. 551

Tue, 11 Jun 2024 07:00:00 -0400

We catch up with Joseph Zaarour, Founder at ISolvRisk. Joseph is on a mission to solve insurance and risk management's talent problem with incredibly innovative solutions. ISolvRisk is pivoting to a really cool new idea we'd love to come to fruition because it's brilliant!

Joseph Zaarour: https://www.linkedin.com/in/joseph-zaarour-8769a6177/
ISolvRisk: https://www.isolvrisk.com/

Video Version: https://youtu.be/VdKLTguNDgQ

Dave Olchowka, Founder and CEO at Prizm Insurance - PIR Ep. 550

Mon, 03 Jun 2024 08:00:00 -0400

I chat with Dave Olchowka, Founder and CEO at Prizm Insurance, the first and only tech-enabled insurance brokerage that catered to the high-net worth personal lines space.

Dave Olchowka: https://www.linkedin.com/in/dave-olchowka-2523ab13b/
Prizm Insurance: https://www.prizminsurance.com/

Video Version: https://youtu.be/WFCnzUtc3QM

Miguel Edwards, Founder and Principal Consultant at FiveM Consulting - PIR Ep. 549

Thu, 30 May 2024 08:00:00 -0400

Tony chats with Miguel Edwards, Founder and Principal Consultant at FiveM Consulting. Miguel is a former Carrier CIO at two different carriers and has a strong strategy background on cloud migration and data. His new consulting firm is focused on bringing his big carrier experience to the small carrier space ($100M to $500M in premium). His team of six all come from industry and provide a more personalized approach to consulting with a deep understanding of the insurance industry and insurance technology.

Miguel Edwards: https://www.youtube.com/watch?v=4SHpekNuXj4
FiveM Consulting: https://www.fivem.llc/

Video Version: https://youtu.be/4SHpekNuXj4

Tinsley English, Author of "Grit, Growth, and Gumption for Women" - PIR Ep. 548

Wed, 29 May 2024 08:00:00 -0400

Tony chats with Tinsley English, Author of "Grit, Growth, and Gumption for Women". We talk about her amazing book and dig so deep into it that we literally run out of time! If you are a woman wanting to grow into leadership or who just recently got her first big promotion this is the manual you've been waiting for!

Tinsley English: https://www.linkedin.com/in/tinsleyenglish/
Griw, Growth, and Gumption for Women: https://amzn.to/4bZdGUy

That's an Amazon affiliate link.

Video Version: https://youtu.be/8yRx62g4TbU

Ann Boger, CEO at Bramble and Bird Consulting - PIR Ep. 547

Tue, 28 May 2024 07:00:00 -0400

Tony chats with Ann Boger, CEO at Bramble and Bird Consulting, a new consulting firm in the intersection of tech, insurance, healthcare, and finance. They help regulated industries solve thorny problems. They are a group of seasoned insurance and finance professionals who love to build things. They've come together to help startups, carriers, and change makers build what they're trying to build and scale it.

Ann Boger: https://www.linkedin.com/in/ann-boger/
Bramble and Bird Consulting: https://www.bramble-and-bird.com/

Video Version: https://youtu.be/w1CD6vrr8oU

Alex Branning, Founder of Agent CRM - PIR Ep. 546

Thu, 23 May 2024 08:00:00 -0400

Tony chats with Alex Branning, Founder of Agent CRM, a marketing and sales platform specifically built for insurance agencies to do all of marketing under one platform with a strong focus on compliance.

Alex Branning: https://www.linkedin.com/in/alexbranning/
Agent CRM: https://www.agent-crm.com/

Video Version: https://youtu.be/wFWGNp4gE7s

RISE Leadership Summit and Award Gala 2024

Tue, 21 May 2024 08:00:00 -0400

Video Version: https://youtu.be/bFG0dRsPHJo

If you're a young hashtag#insurance professional looking to grow your career or a hiring manager trying to recruit and retain the best young talent you absolutely should join us at RISE Professionals's 2024 Leadership Summit & Awards Gala! Use Discount Code: PARTNER24-NERDS for $200 off!

Join RISE for free: https://RiseProfessionals.com

Learn more about the RISE Leadership Summit and Awards: https://riseprofessionals.com/2024-leadership-summit-awards-gala/

Martha Dreilling, Co-Founder and COO at Reserv PIR Ep. 545

Mon, 20 May 2024 07:00:00 -0400

Tony chats with Martha Dreilling, Co-Founder and COO at Reserv, a digitally native TPA that is rebuilding the model using best-in-class technology to aid the adjusters and marrying that with the very best adjusting talent to deliver the very best service.

Martha Dreilling: https://www.linkedin.com/in/martha-dreiling-a894679/
Reserv: https://www.reserv.com/

Video Version: https://youtu.be/S7jj-CDuq_A

Tiana Schowe, COO & Co-Founder at meshVI - PIR Ep. 544

Wed, 15 May 2024 09:00:00 -0400

Tony chats with Tiana Showe, COO & Co-Founder at meshVI, they are a transportation insurance administration platform. They take all the manual processes that exist in transportation insurance: vehicle schedules, driver schedules, and much more in a single platform that's accessible by insureds, agents, wholesalers, brokers, carriers, adjusters, lienholders, certificate holders, etc. This streamlines every process in this space and makes it so much more efficient.

Tiana Schowe: https://www.linkedin.com/in/tianaschowe/
meshVi: https://www.fleetvims.com/web/index

Video Version: https://youtu.be/1xP6ZB5Gqzk

Valkyrie Holmes Co-Founder and CEO at Faura - PIR Ep. 543

Mon, 13 May 2024 08:00:00 -0400

Tony chats with Valkyrie Holmes Co-Founder and CEO at Faura, they help homeowners understand how likely their home is to survive a natural disaster after a 10 minute app-based assessment. A dollar of mitigation can prevent $4 to $7 in avoided future losses.

Valkyrie Holmes: https://www.linkedin.com/in/valkyrieholmes/
Faura: https://faura.us/

Video Version: https://youtu.be/AitL7NTltsQ

Chantal Roberts, CPCU - Author of "Once Upon a Claim" - PIR Ep. 542

Thu, 09 May 2024 08:00:00 -0400

Tony chats with Chantal Roberts, long-time insurance professional, fellow CPCU, and author of the new book "Once Upon a Claim". A wonderful, uplifting conversation you should not miss!

Chantal Roberts: https://www.linkedin.com/in/chantal-roberts-cmrconsulting/
Once Upon a Claim: https://amzn.to/3wi1b7n

Video Version: https://youtu.be/Tnst7XAEA58

Gage Caligaris, Founder and CEO at Ledgebrook - PIR Ep. 541

Mon, 06 May 2024 08:00:00 -0400

Tony chats with Gage Caligaris, Founder and CEO at Ledgebrook, a tech-enabled E&S MGA. Using data and insurance expertise to improve E&S. Taking the best of modern technology and the best of insurance people and combining that into a compelling offering for the brokers that set you up with faster and more consistent quotes.

Gage Caligaris: https://youtu.be/HQ_KDqhwD1o
Ledgebrook: https://www.ledgebrook.com/

Video Version: https://youtu.be/HQ_KDqhwD1o

Vivek Kaliraman, Founder at Perci - PIR Ep. 540

Wed, 01 May 2024 08:00:00 -0400

Tony chats with Vivek Kaliraman, Founder at Perci, they are an all-in-one disaster preparedness solution to help consumers protect their family and their home. It can also be offered as an employee benefit. Almost two thirds of people are not prepared for disasters!

Vivek Kaliraman: https://www.linkedin.com/in/vivek-kaliraman/
Perci: https://perci.us/

Video Version: https://youtu.be/YUdANakV6g4

Manish Khetan, Co-Founder and President of Xceedance - PIR Ep. 539

Mon, 29 Apr 2024 08:00:00 -0400

Tony chats with Manish Khetan, Co-Founder and President of Xceedance. They are basically an insurance company without capital and distribution! How does that work!?!?! They specialize in helping insurtech and insurance organizations, especially in P&C Large Commercial space. Once an insurance company has secured capital and has a distribution network, Xceedance can manage the entire rest of the operations from submissions to renewals, including claims and everything in between. They operate in the US, Europe, and Asia. A truly fascinating conversation you don't want to miss!

Manish Khetan: https://www.linkedin.com/in/manish-khetan/
Xceedance: https://xceedance.com/

Video Version: https://youtu.be/hBGuhFaECaU

Andrew Suesserman, Chief Revenue Officer at Affinity Advisors - PIR Ep. 538

Thu, 25 Apr 2024 08:00:00 -0400

Tony chats with Andrew Suesserman, Chief Revenue Officer at Affinity Advisors, a digital insurance platform, where retail brokers, wholesaler brokers, and associations who work with a lot of small and middle market businesses can use the platform to very quickly rate, quote and bind various types of insurance including: Cyber, D&O, EPLI, and other miscellaneous coverages.

Andrew Suesserman: https://www.linkedin.com/in/andrew-suesserman/
Affinity Advisors: https://www.affinity-advisors.com/

Video Version: https://youtu.be/FhQXJ7P41Dc

Cory Schmidt, CTO & Co-Founder at AgencyBloc - PIR Ep. 537

Tue, 23 Apr 2024 08:00:00 -0400

Tony chats with Cory Schmidt, CTO & Co-Founder at AgencyBloc, an agency management system for Life and Health agencies. Started in 2008 out of the need for an AMS for Life and Health MGAs with a heavy focus on wholesaling. It has now grown into an all-encompassing wholesale and retail AMS.

Cory Schmidt: https://www.linkedin.com/in/coryschmidt/
AgencyBloc: https://www.agencybloc.com/

Video Version: https://youtu.be/aqyLBmqLGsw

Vamsi Danturti, Insurance Digital Strategist - PIR Ep. 536

Mon, 15 Apr 2024 08:00:00 -0400

Tony chats with Vamsi Danturti about his career from India to the US, from Deloitte to Capgemini to SalesForce, and more. Great conversation about the IT side of insurance to the business side. Lots of great advice on this episode!

Vamsi Danturti: https://www.linkedin.com/in/vamsidanturti/

Video Version: https://youtu.be/iqxJGingPhQ

Kerry Macca - PIR Ep. 535

Wed, 10 Apr 2024 07:00:00 -0400

Tony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons in a fascinating insurance career.

Kerry Macca: https://www.linkedin.com/in/kerrymacca/

Video Version: https://youtu.be/40Yc47f9lyA

Tanya Coburn, Queen Bee at Amplify Broker TechFest - PIR Ep. 534

Tue, 09 Apr 2024 08:00:00 -0400

Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th.

Tanya Coburn: https://www.linkedin.com/in/tanyacoburn/
Amplify Broker TechFest: https://www.trufla.com/amplify/

Video Version: https://youtu.be/3uByysnPpYc

Raghav Tanna, Co-Founder and CEO at Tarmika - PIR Ep. 533

Mon, 08 Apr 2024 07:00:00 -0400

Tony chats with Raghav Tanna, Co-Founder and CEO at Tarmika. This is Raghav's first podcast appearance since the Applied acquisition. Tarmika is a small commercial rating platform designed to be an agency-facing tool that gets you multiple quotes from multiple carriers. Built over the course of five years before being acquired by Applied. Tarmika's goal is to save agency Account Managers a ton of time. A wonderful conversation about Tarmika, Raghav's career, and Epic.

Raghav Tanna: https://www.linkedin.com/in/raghav-tanna-659377100/
Tarmika: https://www.tarmika.com/

Jackson Fregeau, Co-Founder and CEO at Quandary - PIR Ep. 532

Wed, 03 Apr 2024 08:00:00 -0400

Tony chats with Jackson Fregeau, Co-Founder and CEO at Quandri. They are an automated and intelligence platform that helps agencies make better decisions and better revenue.

Jackson Fregeau: https://www.linkedin.com/in/jackson-fregeau-073737158/
Quandri: https://www.quandri.io/

Video Version: https://youtu.be/wJpCSBrdgtU

Jay Menna, CEO and Founder at Underwriters Technologies - PIR Ep. 531

Mon, 01 Apr 2024 08:00:00 -0400

Tony chats with Jay Menna, CEO and Founder at Underwriters Technologies. They are an online rate and issue platform for specialty programs that runs over 100 specialty programs over the last 20 years. There are 477 steps in the life of an insurance policy. Their software can configure all 477 steps. Very interesting conversation about the specialty side!

Jay Menna: https://www.linkedin.com/in/jaymenna/
Underwiter Technologies: https://www.undtec.com/

Video Version: https://youtu.be/gbGdpsrhsX8

Dr. Claire Muselman - PIR Ep. 530

Wed, 27 Mar 2024 07:00:00 -0400

In this ridiculously fun and high-energy episode Tony chats with Dr. Claire Muselman, Behavioral Scientist | Dynamic Keynote Speaker | Influential Professor | COO | Inspiring Author | Empowering Leadership Coach, and so much more. Quite simply, don't miss this one!

Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/
Dr. Claire's ridic awesome website: https://www.drclairemuselman.com/

Video version: https://youtu.be/tanctO5UWNI

Daniel Metcalf, Co-Founder and President at CyberFin - PIR Ep. 529

Mon, 25 Mar 2024 07:00:00 -0400

Tony chats with Daniel Metcalf, Co-Founder and President at CyberFin. They offer cyber security as a service providing all-in-one cyber security to insurance agents AND their customers. If you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer!

Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf/
CyberFin: https://cyberfin.net/

Video Version: https://youtu.be/r2TnXGCBEtI

Waleed Zayid, Call Center to Director in 5 years! - PIR Ep. 528

Wed, 20 Mar 2024 10:00:00 -0400

Tony chats with incredible rockstar Waleed Zayid, an incredible rockstar that went from the sales call center at Geico to a Director in the same companies in record breaking time. Waleed's story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals. This is a must watch episode!

Waleed Sayid: https://www.linkedin.com/in/waleed-zayid/

Video Version: https://youtu.be/mpUWPMpcDuo

Skip Gilleland, Director of Product Development at DisburseCloud - PIR Ep. 527

Mon, 18 Mar 2024 08:00:00 -0400

Tony chats Skip Gilleland, Director of Product Development at DisburseCloud. They make payments as simply as sending an email to the received and let them choose which of many, many ways to actually get paid. Your claimants can even choose to get their claims payment TODAY at any CVS or Walmart.

Skip Gilleland: https://www.linkedin.com/in/skipgilleland/
DisburseCloud: https://www.tranzpay.io/

Video Version: https://youtu.be/vhuai-S13qI

Aaron Ammar, Co-Founder and CEO at Briteside - PIR Ep. 526

Mon, 11 Mar 2024 08:00:00 -0400

Tony chats with Aaron Ammar, Co-Founder and CEO at Briteside. They help independent agents and brokers by taking any insurance document, upload it into Briteside, and quite literally talk to it! What are the limits of my policy? Do you have a summary for me? Ask it potential claims scenario. Compare two policies side by side. This is AMAZING! Don't miss this one!

Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/
Briteside: https://www.brightsideai.com/

Video Version: https://youtu.be/fnsrDQ-E51c

Jane Wang, Co-Founder and CEO at Optimity - PIR Ep. 525

Mon, 04 Mar 2024 08:00:00 -0500

Tony chats with Jane Wang, Co-Founder and CEO at Optimity. They exist to help people live healthier and longer. A holistic approach to physical health, mental health, and financial wellness. Their platform has codified 30 years of behavior science and created a lot of ways to help people proactively improve all these important things.

Jane Wang: https://www.linkedin.com/in/janejwang/
Optimity: https://www.myoptimity.com/

Video Version: https://youtu.be/Hm_y348PaMw

Jeremy Keating, Co-Founder and Director at The Price Writer - PIR Ep. 524

Wed, 28 Feb 2024 07:00:00 -0500

Tony chats with Jeremy Keating, Co-Founder and Director at The Price Writer, a General Insurance (P&C) pricing services company. They work with leaders in GI pricing to solve their problems using The Price Writer 9 Step Method. A very interesting conversation about insurance pricing and the future of pricing.

Jeremy Keating: https://www.linkedin.com/in/jeremy-keating/
The Price Writer: https://www.thepricewriter.com/

Video Version: https://youtu.be/K9Wnp-MnVEs

Megan Thomas, Owner at The Social Coverage Collective - PIR Ep. 523

Tue, 27 Feb 2024 07:00:00 -0500

Tony chats with Megan Thomas, Owner at The Social Coverage Collective, a done-for-you social media option for insurance agents to help them stand out online and be the go-to agent in their space.

Megan Thomas: https://www.linkedin.com/in/meganethomas/
The Social Coverage Collective: https://www.socialcoveragecollective.com/

Jane Vevea - PIR Ep. 522

Mon, 26 Feb 2024 07:00:00 -0500

Tony chats with Jane Vevea about her career from life insurance to insurtech. Lots of lessons and advice for young insurance pros!

Jane Vevea: https://www.linkedin.com/in/jane-vevea-clu/
Video Version: https://youtu.be/DIcOUG7DUlc

Connor Thomson - PIR Ep. 521

Fri, 23 Feb 2024 08:00:00 -0500

Tony chats with Connor Thomson, generational speaker for the CPCU class of 2023 and law student. We chat about why insurance, and especially claims is an awesome career, and why he did CPCU and chose to go to law school.

Connor Thomson: https://www.linkedin.com/in/sam-michaels-7aa350172

Video Version: https://youtu.be/_LgBvM7nALc

Torey Maerz, CEO at ClientCircle by Rocket Referrals - PIR Ep. 520

Wed, 21 Feb 2024 09:00:00 -0500

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now also do automated communications, websites, web chat, text messaging, and so much more.

Torey Maerz: https://www.linkedin.com/in/toreym/
ClientCircle: https://www.clientcircle.com/
Prior appearance on PIR Ep. 249: https://www.youtube.com/watch?v=orWnvJBFYfg
Video version of this episode: https://youtu.be/ybgCQsG3ai0

Charles Morgan, Co-Founder at ScreeCred - PIR Ep. 519

Tue, 20 Feb 2024 07:00:00 -0500

Charles Morgan, Co-Founder at ScreeCred. They are working to create additional pathways for marginalized communities to gain access to credit, by tracking and reporting their auto insurance premium. People of color pay roughly 70% to 80% more for auto insurance premiums due to their credit scores. Reporting proper payment of premium and having it positively affect credit scores could be huge difference maker for marginalized communities.

Charles Morgan: https://www.linkedin.com/in/charles-morgan-ab61a370/
ScreeCred: https://www.screecred.com/

Video Version: https://youtu.be/OiLV2Q6ilUA

Raution Jaiswal, CEO at InsuredMine - PIR Ep. 518

Mon, 19 Feb 2024 07:00:00 -0500

Tony chats with Raution Jaiswal, CEO at InsuredMine. They are an insurance specific CRM marketing automation platform designed for independent insurance agencies. It helps agencies manage their entire customer journey from capturing the lead, nurture those leads, push it through the sales funnel, quote, bind, and sync it with your AMS. It also helps with onboarding, servicing, renewal, and even win back on clients lost during the process.

Raution Jaiswal: https://www.linkedin.com/in/raution/
InsuredMine: https://www.insuredmine.com

Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence - PIR Ep. 517 Final

Fri, 16 Feb 2024 08:00:00 -0500

Tony chats with Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence. They specialize in helping small service businesses find the shortest path to profits from wherever they are right now.

Ruth Danielson: https://www.linkedin.com/in/ruthdanielson/
Mulberry Street Market Intelligence: https://www.msmarketintel.com/

Video Version: https://youtu.be/mC0W53Ye2qg

Mike Eagan, Executive Director at The Independence Hub - PIR Ep. 516

Thu, 15 Feb 2024 08:00:00 -0500

Tony chats with Mike Eagan, Executive Director at The Independence Hub, a non-profit that helps neurodivergent adults in the insurance industry through awareness, jobs, and advocacy. 20% of the population is neurodiverse. There are areas of insurance that can really benefit from better engaging neurodiverse populations who, with only slight accommodations, can become incredible performers.

Mike Eagan: https://www.linkedin.com/in/mike-eagan-2636647/
The Independence Hub: https://theindependencehub.org/

Video Version: https://youtu.be/4lT-1wAIxFQ

Tim Hardcastle, CEO and Co-Founder at Instanda - PIR Ep. 515

Wed, 14 Feb 2024 07:00:00 -0500

Recorded live at ITC 2023, I chat with Tim Hardcastle, CEO and Co-Founder at Instanda. First he interviews me, then we chat about Instanda, and then I do a little magic for him.

For a deeper dive into Instanda they also appeared on PIR Ep. 269: https://www.youtube.com/watch?v=0FbFH1rts-c

Video Version: https://youtu.be/iSJVkxEQMRg

Dale Sherman - PIR Ep. 514

Tue, 13 Feb 2024 08:00:00 -0500

Tony chats with long-time attorney and claims professional Dale Sherman about his career and advice to young insurance professionals.

Dale Sherman: https://www.linkedin.com/in/dale-sherman/
Video Version: https://youtu.be/ZJjSlqM9Ae0

Akil Balachandran, Founder at BlueMind - PIR Ep. 513

Mon, 12 Feb 2024 07:00:00 -0500

Tony chats with Akil Balachandran, Founder at BlueMind.App. They are a digital assistant companion for financial advisors, enabling them to do better in front of clients. Everything an advisor needs at a glance on one elegant platform.

Akil Balachandran: https://www.linkedin.com/in/akilbluemind/
BlueMind: https://BlueMind.app

Video Version: https://youtu.be/NYI2vGnqBa8

Matthew Kay, COO and Mike Deleo, CEO at Talem AI - PIR Ep. 512

Mon, 05 Feb 2024 11:00:00 -0500

Matthew Kay, COO and Mike Deleo, CEO at Talem AI. They are focused on modernizing Auto Insurance by using AI to understand crash photos and provide real-time insights on speed, severity, injuries that occupants might have, and additional information like how long they will take to recover. Basically they're bringing technology into the Bodily Injury space to improve and streamline claimant outcomes. This is a really cool episode!

Matthew Kay: https://www.linkedin.com/in/matt-kay-3613028a/
Mike DeLeo: https://www.linkedin.com/in/michael-deleo-1184041a7/

Video Version: https://youtu.be/YISDC0Raa-c

Trace Meek, Founder and CEO at Fetch! - PIR Ep. 511

Fri, 02 Feb 2024 09:00:00 -0500

Tony chats with Trace Meek, Founder and CEO at Fetch! They are an underwriting filter machine that has digested the guidelines for many homeowner's carriers and the system will quickly tell you which carrier will write the risk.

Trace Meek: https://www.linkedin.com/in/trace-meek-trs-0a306411/
Fetch! : https://fetchuw.com/

Video Version: https://youtu.be/pFb9hFEd7TE

Ross Huart, CEO at EcoClaim - PIR Ep. 510

Thu, 01 Feb 2024 09:00:00 -0500

Tony chats with Ross Huart, CEO at EcoClaim. They are a training and certification body that uses a variety of technology and software solutions to help insurers prepares for their road to net zero carbon footprint. First they're focusing on the property claims process where traditionally very little thought is given to how damaged materials are disposed of. Their first product EcoDivert trains restoration contractors to divert waste.

Ross Huart: https://www.linkedin.com/in/ross-huartt/
EcoClaim: https://ecoclaim.ca/

Video Version: https://youtu.be/Y8zTGNvNp8o

Chris Schrenk, Chief Underwriting Officer at NeuralMetrics - PIR Ep. 509

Wed, 31 Jan 2024 09:00:00 -0500

Tony chats with Chris Schrenk, Chief Underwriting Officer at NeuralMetrics. They were created to solve a lot of questions when it comes to small business insurance how to really know some of the important underwriting attributes of any specific small business. They help classify the business correctly and can quickly find a lot of the important risk attributes of each small risk to help the underwriter quickly reach a proper decision.

Chris Schrenk: https://www.linkedin.com/in/chris-schrenk-b50a439/
NeuralMetrics: https://www.neuralmetrics.ai

Video Version: https://youtu.be/k_I2DjMRImc

Ryan Deeds and Brendan Corr - Let's Talk about Mental Health - PIR Ep. 508

Tue, 30 Jan 2024 09:00:00 -0500

Mental health is crucially important to your wellbeing and career. Yet, before 2020 we basically never talked about Mental Health in the corporate world, it was a taboo. Luckily things have changed. In 2022, Tony happened to see 3 sessions at insurance conferences about mental health including a fantastic panel at AppliedNet. In today's episode two of the panelists come on Profiles in Risk, to talk about their Mental Health journeys.

Ryan Deeds: https://www.linkedin.com/in/ryancdeeds/
Brenden Corr: https://www.linkedin.com/in/brenden-corr-75a17013/

Video Version: https://youtu.be/yGYLdtPRwxk

Sheldon Ohringer - Ep. 507

Mon, 29 Jan 2024 09:00:00 -0500

Tony chats with Sheldon Ohringer about the Global Insurance Accelerator and his new operation "How to Buy your 1st Business".

Sheldon Ohringer: https://www.linkedin.com/in/sheldon-s-ohringer-3985565/

Video Version: https://youtu.be/hmawpfaNhT4

Michael Vervena, VP of Sales and Marketing at iGUIDE - PIR Ep. 506

Fri, 26 Jan 2024 09:00:00 -0500

Tony chats with Michael Vervena, VP of Sales and Marketing at iGUIDE, a property documentation company offers a camera system that uses lidar measurement technology with 360 panoramic images to document the built world. It measures and creates digital twins of interior spaces, which can be incredibly useful for property claims.

Michael Vervena: https://www.linkedin.com/in/michaelvervenasalesmarketing/

iGUIDE: https://goiguide.com/

Gary Davis, National Practice Leader at Noyo - PIR Ep. 505

Thu, 25 Jan 2024 09:00:00 -0500

Tony chats with Gary Davis, National Practice Leader at Noyo. Noyo is building the digital infrastructure to bring health insurance enrollment into the modern era. Noyo replaces today’s manual data entry and cumbersome legacy systems with a powerful API platform that enables faster, more accurate data exchange between health insurance platforms and their carrier partners.

Gary Davis: https://www.linkedin.com/in/gary-davis-1716a2a/
Noyo: https://noyo.com/

Video Version: https://youtu.be/B7P0AH3GOmg

Chris Cline, Author of The Inertia of Legacy - PIR Ep. 504

Wed, 24 Jan 2024 09:00:00 -0500

Tony chats with Chris Cline, Author of The Inertia of Legacy, about his career, book, and many different aspects of the insurance industry. A fascinating conversation between two guys with a passion for insurance and growth.

Chris Cline: https://www.linkedin.com/in/chris-cline-0195121b/
The Inertia of Legacy: https://www.amazon.com/Inertia-Legacy-Newtons-Transformative-Managing/
Video Version: https://youtu.be/PwA55i40sEY

Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development at Acturis - PIR 503

Tue, 23 Jan 2024 09:00:00 -0500

Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entry's into the US market through the merger with Broker Buddha and why there's great synergy between the two companies.

Jason Keck: https://www.linkedin.com/in/jasonkeck/
Hayden Parra: https://www.linkedin.com/in/hayden-parra-83b413a2/
Broker Buddha: https://www.brokerbuddha.com/
Acturis: https://www.acturis.com/

Jason's prior appearances:

https://www.youtube.com/watch?v=nfP8X-IlImM
https://youtu.be/gzk0CLygPxY?si=t0HeY6KUt0Jxd3io

Peter Dawson, 831(B) Institute - PIR Ep. 502

Mon, 22 Jan 2024 08:00:00 -0500

Tony chats with Peter Dawson of the 831B Institute. Section 831(B) section was setup by Congress in 1986 to provide an insurance solution for small business owners to procure insurance that's not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives

831(B) Institute: https://www.831binstitute.org/
Video Version: https://youtu.be/dLREptpPnlg

Margaret Spence, Founder at The Inclusion Learning Lab - PIR Ep. 501

Fri, 19 Jan 2024 09:00:00 -0500

Tony chats with Margaret Spence, Founder at The Inclusion Learning Lab, an online immersive community-based learning platform designed for talent leaders with the goal of making sure that together we can create an inclusive future for everyone. We have a great conversation on DEI in the corporate world. This was a very honest conversation where I learned a lot.

Margaret Spence: https://www.linkedin.com/in/margaretspence/
The Inclusion Learning Lab: https://inclusionlearninglab.com/

Video Version: https://youtu.be/g2KnS_f2LRA

Philip Wright - PIR Ep. 500! - Interviewing Tips for Introverts

Thu, 18 Jan 2024 09:00:00 -0500

Tony chats with Philip Wright, Actuary and Extroverted Introvert about how to improve your interviewing game, especially if you're an actuary.

Video Version: https://youtu.be/4Ab9UEs9Ndc

Jennifer Carroll, CEO at Veruna - PIR Ep. 499

Mon, 15 Jan 2024 08:00:00 -0500

Tony chats with Jennifer Carroll, CEO at Veruna. We have a fantastic time chatting about Veruna and I loved her passion. Veruna is a core system for independent insurance agents, more than just an AMS. They're an AMS, CRM, and Carrier Relationships Management Tool.

Jennifer Carroll: https://www.linkedin.com/in/jenniferc...
Veruna: https://www.veruna.com/

Video Version: https://www.youtube.com/watch?v=K87rx0Wil7w

David Sussman, CEO at Alana - PIR Ep. 498

Thu, 11 Jan 2024 09:00:00 -0500

Tony chats with David Sussman, CEO at Alana. They are a platform that encourages customer engagement and helps reduce claims keeping insurance top of mind, not just at renewal or during a claim.

David Sussman: https://www.linkedin.com/in/davidsussman/
Alana: https://www.alana.net/

Jen Pugsley, VP of Customer Success at Goose Digital - PIR Ep. 497

Mon, 08 Jan 2024 06:00:00 -0500

Tony chats with Jen Pugsley, VP of Customer Success at Goose Digital. Goose is Canada’s leading marketing performance agency with a specialty in insurance serving both Canada and US insurance organizations.

Jen Pugsley: https://www.linkedin.com/in/jennifer-pugsley-turcsanyi-4ba73234/

Goose Digital: https://goosedigital.com/

Marco Benitez, CEO and Co-Founder at Rook - PIR Ep. 496

Mon, 18 Dec 2023 09:00:00 -0500

Tony chats with Marco Benitez, CEO and Co-Founder at Rook. They enable any brand in the digital health and insurance ecosystems to use data from any wearable device and turn it into actionable insights and predictions. Their API already has more than 300 wearables integrated.

Marco Benitez: https://www.linkedin.com/in/marcobzg/
Rook: https://www.tryrook.io/

Video Version: https://youtu.be/oKJSagXAybE

Zach Mefferd, Co-Founder and CEO at ZipBonds.com - PIR Ep. 495

Fri, 15 Dec 2023 09:00:00 -0500

Zach Mefferd, Co-Founder and CEO at ZipBonds.com, a surety bond brokerage offering a very open and capable digital platform. They serve agents and help them become subject matter experts in Surety Bonds.

Zach Mefferd: https://www.linkedin.com/in/zach-mefferd-cic-62206426/
Zip Bonds: https://zipbonds.com/

Video Version: https://youtu.be/oKJSagXAybE

Dr. Billy Williams, CEO at Williams Family Insurance and Investment Group - PIR Ep. 494

Thu, 14 Dec 2023 09:00:00 -0500

Tony chats with Dr. Billy Williams, CEO of Williams Family Insurance and Investment Group. We chat about his history in the agency space from captive to independent to investor. We also talk about his book "Sales Objection Pocket Guide"

Dr. Billy William: https://www.linkedin.com/in/billyrwilliams/

Sales Objection Pocket Guide: https://www.amazon.com/Responses-Overcome-Sales-Objections-Pocket/dp/B0CLSD9SDY/ref=sr_1_1?crid=2MCG4Q9RXFYZE&keywords=sales+objection+pocket+guide+billy+williams&qid=1702307363&s=home-automation&sprefix=sales+objection+%2Csmart-home%2C154&sr=1-1

Video Version: https://youtu.be/UMVg8Yhp7ow

Chris Schrenk, CUO at NeutralMetrics - PIR Ep. 493

Wed, 13 Dec 2023 09:00:00 -0500

Tony chats with Chris Schrenk, CUO at NeuralMetrics. They focus on solving issues for small business insurance. How do we identify a small business? How do we identify their real attributes? It all started with classifying the operation of the business and now also helps the underwriter get a lot of other information to help them quickly and properly underwrite the account.

Chris Schrenk: https://www.linkedin.com/in/chris-schrenk-b50a439/
NeuralMetrics: https://neuralmetrics.ai/

Video Version: https://youtu.be/sKcs2xpCOyM

Chaz Perera, Co-Founder and CEO at Roots Automation - PIR Ep. 492

Tue, 12 Dec 2023 09:00:00 -0500

Tony chats with Chaz Perera, Co-Founder and CEO at Roots Automation. They leverage AI that acts as an Underwriting Assistant and as a Claims Assistant to help Underwriters and Claims professionals do their jobs more efficiently. A lot of what they do is digest unstructured data and put in a format your systems can understand.

Chaz Perera: https://www.linkedin.com/in/chazperera/
Roots Automation: https://www.rootsautomation.com/

Video Version: https://youtu.be/NkPw1DP8UvQ

Playing The Long Game With Technology - Bruce Broussard, Managing Partner of Percipience - PIR 491

Mon, 11 Dec 2023 09:00:00 -0500

"Show me one insurance company and I'll show you ONE insurance company" - Former Boss

Technology has changed more in the past 25 years than it has in the past 250! And most of us wouldn't be surprised if this acceleration, accelerates!

This rapid change has caused havoc in an industry such as insurance that has not had much evolutionary change in 100 years. Insurers were one of the fastest adopters of technology when computing went mainframe in the late 60's. Yet today, many of the companies we work for are considered dinosaurs to technologists who come into this space. What happened?

Well, in an industry that is highly regulated, risk averse, with mediocre profit margins, insurance companies (and when I refer to insurance companies, I mean, companies in the insurance ecosystem) just could not keep up with the changes. The changes not only came too rapidly, but at the scale of insurance, transitioning with those changes was not economically feasible. Insurance companies just do not have the business margins to be able to handle investments in technological infrastructure because of the massive scale that that infrastructure needs to support. Insurance companies were able to handle the (what seemed like a) slow transition to desktop computing, which allowed those companies to hide their mainframes. But then servers came around, then the internet, then big data, then social media, then the cloud (and now AI) in succession and many of the companies we work with have been unable to evolve with those trends. Some have and many of those were economically "punished".

Imagine a company whose CTO championed a massive digital investment from the mainframe systems to a server based solution. Implementation costs were in the tens or hundreds of millions. ROI? Probably descent and with enough time, likely to be very positive...EXCEPT

The next CTO is now championing another digital transformation from servers to cloud and insurance execs who are old enough are VERY WARY about this big investment. Why? Because in 5 years, what is the new technology that is going to disrupt cloud? Quantum computing? Who knows, but fool me once, shame on you, fool me twice, shame on me!

And THAT is the dilemma of the insurance industry. It's not the lack of desire to modernize, it's that the underlying economic fundamentals of our business cant justify the transformation costs. At the margins that insurance operates, technology investments need to be on very long life cycles to deliver the ROI to justify the initial investment.

And this is the nature of the conversation that Bruce Broussard, Managing Partner of Percipience and I had in this Episode of Profiles in Risk. Bruce is a long-time insurtech technologies. He's seen all of the technology and he's seen all of the challenges insurance companies have had over the decades with implementation. Bruce cuts to the chase around insurtech and discusses how his firm solves this problem. Percipience thinks in terms of flexibility. How can they bring solutions that are flexible for yesterday's and today's architecture but have characteristics that allow the solution to remain flexible 5-10 or even 20 years out??

There is also a life lesson to be learned from this episode. Many technical folks come into insurance and lose their edge as they get engrossed with the day to day of the companies they work with and not necessary able to stay sharp at the cutting edge of technology. As you will hear, Bruce keeps his skills sharp in a most unique way. Bruce has been working with and a part of a group of horse racing gamblers for years. Bruce was able to turn their methodology into a coded algorithm that can automatically generate racing predictions. Bruce keeps his skills sharp by reinventing that algorithm Bruce will rewrite the code and the tech stack using modern tools so he can stay on top of the trends in modern computing. It's a way to keep his

Chris Greene, President at The Flood Insurance Guru - PIR Ep. 490

Fri, 08 Dec 2023 09:00:00 -0500

Tony chats with Chris Greene, President at The Flood Insurance Guru. They help agents with flood insurance for today and education for tomorrow. All agents and brokers that do any flood should check this out, lots of free tools, and all the help you could need for flood.

Chris Greene: https://www.linkedin.com/in/chris-greene-92147812/
Flood Insurance Guru: https://www.floodinsuranceguru.com/
Video Version: https://youtu.be/CSLjVe7--c8

Pamela Corey, President of the Chinese American Insurance Association - PIR Ep. 489

Thu, 07 Dec 2023 09:00:00 -0500

Tony chats with Pamela Corey, President of the Chinese American Insurance Association, about the history and current activities of the association.

Pamela Corey: https://www.linkedin.com/in/pamela-corey-37279412/
Chinese American Insurance Association: https://www.caiaus.org/

Video Version: https://youtu.be/wJLnES3-6K0

Benjamin Goldfien, VP of Insurance Operations at Sayata - PIR Ep. 488

Wed, 06 Dec 2023 09:00:00 -0500

Tony chats with Benjamin Goldfien, VP of Insurance Operations at Sayata, the easiest place for wholesale insurance brokers to place business insurance for small commercial risks. They were originally featured in PIR Ep. 343 and today we do an update, and we chat about Benjamin's career and how he ended up at Sayata.

Benjamin Goldfien: https://www.linkedin.com/in/benjamingoldfiencpcu/
Sayata: https://www.sayata.com/

Video Version: https://youtu.be/CYYb0YM3mCQ

Kevin Ring, Lead WC Analyst at The Institute of Work Comp Professionals - PIR Ep. 487

Tue, 05 Dec 2023 09:00:00 -0500

Tony chats with Kevin Ring, Lead WC Analyst a The Institute of Work Comp Professionals. They train, certifies, and mentor independent agents in a Work Comp process that helps them write more business and get better results for their clients. They offer the Certified Work Comp Advisor and Certified Work Comp Specialist destinations. After going through the program, they serve as the agency's work comp helpdesk.

Kevin Ring: https://www.linkedin.com/in/iwcpkevin/
The Institute of Work Comp Professionals: https://www.workcompprofessionals.com/

Video Version: https://youtu.be/_8Maz9Y3qv4

Brandon Yusko, VP of Sales at Yarus Technologies - PIR Ep. 486

Mon, 04 Dec 2023 09:00:00 -0500

Tony chats with Brandon Yusko, VP of Sales at Yarus Technologies. Yusko is a full-service provider for policy administration systems and digital experience platforms. Their goal is to reduce the reliance on internal IT resources when launching a new platform. They offer a low-code, no-code platform to configure Policy Admin and digital experience platforms.

Brandon Yusko: https://www.linkedin.com/in/brandon-yusko-ab0bb539/
Jarus Technology: https://www.jarustech.com/

Video Version: https://youtu.be/wv1KhMVutFE

Terry Wang, Co-Founder and CEO at Cios - PIR Ep. 485

Fri, 01 Dec 2023 09:00:00 -0500

Tony chats with Terry Wang, Co-Founder and CEO at Cios. They have created a brand new insurance product that tenants can buy and it protects them if they need to move before the end of their lease. We chat about why the product is needed, how they went about creating and underwriting it, and so much more. Very interesting conversation about the creation of a brand new insurance product.

Terry Wang: https://www.linkedin.com/in/terrencewang925/
Cios: https://www.getcios.com

Video Version: https://youtu.be/Ctk20fv4K8w

Bill Murray - PIR Ep. 484

Thu, 30 Nov 2023 09:00:00 -0500

Tony chats with returning guest Bill Murray about his career, his new role, the experience of job searching within insurance, advice for current job searchers, and his new book: "Enquire to Inspire: 20 Questions to Mentor Your Innovation Team to Success"

Bill Murray: https://www.linkedin.com/in/bill-murray-mentor/

Bills prior episode on PIR: https://www.youtube.com/watch?v=L7eiDE5CyIc

Preorder Enquire to Inspire Book: https://www.crowdmall.co/products/930170-book-enquire-to-inspire-20-questions-to-mentor-your-innovation-team-to-success?_pos=1&_sid=530a509ce&_ss=r

Video Version: https://youtu.be/U9g6GSe2_bo

Elle Michell, Risk Management Consultant - PIR Ep. 483

Wed, 29 Nov 2023 09:00:00 -0500

Tony chats with returning guest Elle Michell (Ep. 201). Intelligent Intentions is a boutique consulting firm offering consulting as it relates to third party vendors and suppliers that companies use. They help vendors and suppliers understand what they need to be able to partner with large corporations and government entities.

Elle Michell: https://www.linkedin.com/in/ellemichell/
Intelligent Intentions: https://intelligentintentions.com/

Video Version: https://youtu.be/gTRg9jKaaik

Phoenix Certification with Dr. Kim Everett and Stacey Saunders - PIR Ep. 482

Tue, 28 Nov 2023 09:00:00 -0500

Tony chats with Dr. Kim Everett and Stacey Saunders about the just released Phoenix certification by Insure Equality. Certification is the next step for Phoenix. While we are collecting the longitudinal data from Phoenix, the certification gives companies the opportunity to use the data from the Phoenix Assessment right now to build a stronger and more inclusive culture for all stakeholders.

Dr. Kim Everett: https://www.linkedin.com/in/kimberlydeverett/
Stacey Saunders: https://www.linkedin.com/in/staceysaunders1/
Insure Equality: https://InsureEquality.org

Insurance Professionals United, PIR Ep. 481

Mon, 27 Nov 2023 09:00:00 -0500

Tony chats with Katie Barrows, Communications Director at the Department for Professional Employees AFL-CIO and Elizabeth Kidder, Steward with OPE Local 39. We discuss the first union serving insurance professionals, why it's important, and how you can get involved.

Video Version: https://youtu.be/fPWsCqNVq3Q

Dan McCue - PIR Ep. 480

Wed, 22 Nov 2023 09:00:00 -0500

Tony chats with Dan McCue about his career in Social Media Marketing in the insurance and insurtech industry. Having managed Social Media both for a very traditional carrier and for an insurtech it was a lot of fun to chat with Dan about the radically different experiences.

Dan McCue: https://www.linkedin.com/in/danielmccue/

Video Version: https://youtu.be/OD4pl3skzcc

Painworth - PIR Ep. 479

Tue, 21 Nov 2023 09:00:00 -0500

Tony chats with Bryan Saunders and Filip Sierpinski of PainWorth. Painworth was created to help claimants in Canada understand how to fairly value a personal injury claim so they can manage their claim better on their own in full trust and transparency with the insurance company without having to involve a middleman or litigation to make the process more efficient for everyone.

Filip Sierpinski: https://www.linkedin.com/in/filip-sierpinski-8b886225/
Bryan Saunders: https://www.linkedin.com/in/bryan-saunders-a8a32a29/
Painworth: https://www.painworth.com/

Video Version: https://youtu.be/H3Xt7UnJ90o

Colby Allen - PIR Ep. 478

Mon, 20 Nov 2023 09:00:00 -0500

Tony chats with Colby Allen, Consultant and Financial Analyst at AgencyFocus. They are a financial consulting firm that works strictly with independent agency owners to understand the value of their agency and how to grow that value over time. They help you really understand the cash flow potential of the agency and really understand the potential buyer.

Colby Allen: https://www.linkedin.com/in/colbytallen/
Agency Focus: https://agency-focus.com/

Video Version: https://youtu.be/_WWyPiWZbEA

Homee - PIR Ep. 477

Fri, 17 Nov 2023 09:00:00 -0500

Tony chats with the Homee team: Brandon Donatelli, Chief Revenue Officer; Jessica Marose, VP of Marketplace Strategy; and Martha Ducharme, Senior Carrier Account Manager. Homee is leading the digitization of property claims. Their pioneering technology connects insurers, policy holders, and skilled service providers throughout the lifecycle of a claim. Their marketplace dramatically improves the claims experience for policy holders.

Homee: https://www.homee.com/
Video Version: https://youtu.be/nol1QRo0DRg

Alexis Cierra Vaughn, Founder and CEO at Off Course Consulting - PIR Ep.476

Thu, 16 Nov 2023 09:00:00 -0500

Tony chats with Alexis Cierra Vaughn, Founder and CEO at Off Course Consulting. They help insurtech, insurance agencies, and brokerages get back on course through sales, marketing and operations strategy consulting. Alexis used to be Head of Agency Marketing at Cowbell.

Alexis Cierra Vaughn: https://www.linkedin.com/in/alexis-cierra-vaughn-77573862/
Off Course Consulting: https://offcourseconsulting.com/

Video Version: https://youtu.be/AC1MPYjfiuY

Todd Greenbaum, President & CEO at Input 1 - PIR Ep. 475

Wed, 15 Nov 2023 09:00:00 -0500

Tony chats with Todd Greenbaum, President & CEO at Input 1. They provide an end-to-end digital billing system with full customization designed especially for the weird needs of insurance carriers, agencies, and MGAs. Premium financing? 3% down and 26 payments? No problem. Regardless of how unique your billing needs are they can handle it.

Todd Greenbaum: https://www.linkedin.com/in/todd-greenbaum-7161b0a2/
Input 1: https://www.input1.com/

Video Version: https://youtu.be/zZNRbv4OHLE

Vivek Sablani, Founder and CEO at Wizard Analytics - PIR Ep. 474

Tue, 14 Nov 2023 09:00:00 -0500

Tony chats with Vivek Sablani, Founder and CEO at Wizard Analytics. They enable underwriters to properly digest and analyze Statements of Values (SOVs) even if they have tens of thousands of locations. They can also plug into all your data subscriptions to enhance the SOVs. This not your father's cat modeling!

Vivek Sablani: https://www.linkedin.com/in/vsablani/
Wizard Analytics: https://sovwizard.com/

Video Version: https://youtu.be/02VGUZP4vUo

Freddy Seikaly, CEO at Honeyquote - PIR Ep. 473

Mon, 13 Nov 2023 08:00:00 -0500

Tony chats with Freddy Seikaly, CEO at Honeyquote, a residential property insurance marketplace and digital insurance agency that supports coastal markets, especially in Florida! Homeowner's insurance premiums in coastal areas are 4x the national average. Honeyquote's technology integrates with the small regional carriers serving Florida and the Gulf Coast and makes their products much more easily available digitally. A fantastically interesting conversation about digitalizing the toughest property insurance market in the US.

Freddy Seikaly: https://www.linkedin.com/in/freddyseikaly/
Honeyquote: https://www.honeyquote.com/

Video Version: https://youtu.be/pSEHbU2fA9E

Myranda Elizabeth Joseph, PIR Ep. 472

Thu, 19 Oct 2023 11:00:00 -0400

Tony chats with returning Profiles in Risk guest Myranda Elizabeth Joseph. Myranda appeared on the show as a doe-eyed 23-year-old independent insurance agent and Risk Management and Insurance (RMI) Student (Episode 131) and has since had immense career and personal growth. In this catch-up conversation we talked about her career, what she's learned, and what advice she has for new insurance professionals.

Myranda Elizabeth Joseph: https://www.linkedin.com/in/myranda-elizabeth-joseph-a5263067/
PIR Ep. 131: https://youtu.be/OFoYf4lI_8s?si=w9e6xQ--RhhhPyru

YouTube Version: https://youtu.be/y-LF7e7UoEQ

Incentivizing Clean Fossil Fuel Production - Project Canary - PIR Ep. 471

Wed, 18 Oct 2023 08:00:00 -0400

Nick interviews Nick Fekula and Josh Zier at Project Canary, a climate technology company that offers an enterprise emissions data platform to help companies identify, measure, understand, and act to reduce their emissions across their value chain. They use sophisticated software to help companies improve, report, and really understand their emissions. They also offer an environmental risk assessment.

Nick Fekula: https://www.linkedin.com/in/nick-fekula-60516898/
Josh Zier: https://www.linkedin.com/in/josh-zier-925ab9133/
Project Canary: https://www.projectcanary.com/

YouTube Version: https://youtu.be/GOkwOjzNSlg

Brian Thompson, Descartes Underwriting - PIR Ep. 470

Tue, 17 Oct 2023 08:00:00 -0400

Tony chats with Brian Thompson, Business Development Underwriting for North America at Descartes Underwriting. They are a parametric MGA out of Paris, France. They build custom programs for anything tha'ts a natural peril. If you have a weather problem and they can get data on it, they can build a program for you. Very interesting conversation!

Brian Thompson: https://www.linkedin.com/in/bcthompson82/
Descartes Underwriting: https://descartesunderwriting.com/

YouTube Version: https://youtu.be/H0BainLQmq8

Alex Schmelkin, CEO and Jane Tran, COO at Sixfold - PIR Ep. 470

Mon, 16 Oct 2023 08:00:00 -0400

Tony chats with Alex Schmelkin, CEO and Jane Tran, COO at Sixfold, the first generative AI for insurance underwriting! They help insurance underwriters be more efficient, find more capacity and be more accurate in their jobs.

Alex Schmelkin: https://www.linkedin.com/in/schmelkin/
Jane Tran: https://www.linkedin.com/in/jane-tran-xyz/
Sixfold: https://www.sixfold.ai/

YouTube Version: https://youtu.be/aNcb00UJKDQ

Sindre Halaal, CEO and Founder at SalesScreen PIR Ep. 469

Mon, 09 Oct 2023 10:00:00 -0400

Tony chats with Sindre Halaal, CEO, and Founder at SalesScreen. They are a sales gamification platform. It helps engage your workforce making their activity into more of a game-like environment which makes it more pleasant and more fun to do. You can create real-time competition. You can put visualization at the center to create accountability. You can implement a reward system. It works both for in-office and for hybrid and remote teams.

Sindre Halaal: https://www.youtube.com/watch?v=Q_DUDpeuopE
SalesScreen: https://www.salesscreen.com/

Ema Roloff, Co-Founder and Principal Consultant at Roloff Consulting - PIR Ep. 468

Wed, 04 Oct 2023 08:00:00 -0400

Tony chats with Ema Roloff, Co-Founder and Principal Consultant at Roloff Consulting. They are focused on helping software and services companies serving insurance really narrow in on how to transform their processes.

Ema Roloff: https://www.linkedin.com/in/emaroloff/
Roloff Consulting: https://www.roloffconsulting.com/
YouTube Version: https://youtu.be/2HW8AfWt-zc

Dilip Mohapatra, Founder & CEO at Coginitive View - PIR Ep. 467

Mon, 02 Oct 2023 09:00:00 -0400

Tony chats with Dilip Mohapatra, Founder & CEO at Coginitive View. They help companies prevent fines for compliance failures. Their technology can understand what's going on in your customer engagement, make sure your agents are compliant, doing the right things, and claims are getting handled properly. They can get you to 100% compliant!

Dilip Mohapatra: https://www.linkedin.com/in/dilipmohapatra/
Cognitive View: https://www.cognitiveview.com/

YouTube Version: https://youtu.be/zBHYqeG8ovA

Taylor Walker, Chief Insurance Officer at LoadSure - PIR Ep. 466

Thu, 28 Sep 2023 08:00:00 -0400

Tony chats with Taylor Walker, Chief Insurance Officer at LoadSure. They are making waves for insurance brokers in the market. Data-powered AI-pricing for freight insurance. In the past a piece of complex business in the ocean cargo market would take a couple of days, with LoadSure it can be immediate or take less than a minute. If you're in the Ocean Marine Insurance space, you gotta listen to this one.

Taylor Walker: https://www.linkedin.com/in/taylor-walker-1369535a/
LoadSure: https://www.loadsure.net/

Video Version: https://youtu.be/dOgi-M3hfTU

Adam Bowe, Founder at Cake - PIR Ep. 465

Fri, 22 Sep 2023 09:00:00 -0400

Tony chats with Adam Bowe, Founder at Cake. Cake is a transactional marketplace for independent agencies to buy and sell books of business, not only full books of business but they can also transact in fractional books of business. This still is amazing and truly 🤯! Maybe you can have your 🎂 and eat it too!

Adam Bowe: https://www.linkedin.com/in/adambowe/
Cake: https://www.haveyourcake.com/

YouTube Version: https://youtu.be/LuHAk7W1CfU

Jeff Tyler and Suman Palit at Insurance Quantified and Groundspeed Analytics - PIR Ep. 464

Thu, 21 Sep 2023 09:00:00 -0400

Tony chats with Jeff Tyler and Suman Palit at Insurance Quantified and Groundspeed Analytics. Submission IQ by Insurance Quantified uses data science at the top of funnel, streamlining the underwriting desk helping underwriters make decisions faster and quote faster. Groundspeed delivers intelligent document processing. Together they create an incredible combination.

Suman Palit: https://www.linkedin.com/in/sumanpalit/
Jeff Tyler: https://www.linkedin.com/in/jeff-tyler-bb824a3/

YouTube Version: https://studio.youtube.com/video/ewM2Ll3UuAc/edit

Jordan Peace, Co-Founder and CEO at Fringe - PIR Ep. 463

Wed, 20 Sep 2023 08:00:00 -0400

Tony chats with Jordan Peace, Co-Founder and CEO at Fringe. They asked themselves if we got to start over with benefits how would we do them thinking outside the box. What if day-to-day services like Uber, Airbnb, Spotify could be offered as benefits to increase retention? Fringe is basically a marketplace of a bunch of services, where employers can fund individual accounts for their employees and allow they to buy the services that are most important to them.

Jordan Peace: https://www.linkedin.com/in/jordan-peace-fringe/
Fringe: https://www.fringe.us/

YouTube Version: https://youtu.be/q9B0MWIYirU

Mike Koscielny, Author of Born2Lead - PIR Ep. 462

Fri, 15 Sep 2023 09:00:00 -0400

Tony chats with Mike Koscielny, long-time insurance executive, former President of the CPCU Society, and author of Born2Lead. We chat about Mike's iconic career, his incredible role at the CPCU Society as mentor to my entire generation, and his new book about leadership. So much to learn from this episode and the book:

Mike: https://www.linkedin.com/in/michael-koscielny-mba-cpcu-cic-3424985/

Born2Lead: https://Born2Lead.net

Video Version: https://www.youtube.com/watch?v=pzm1CRZAe30

Joanne Artesani, Founder and CEO at Sproutr - PIR Ep. 462

Thu, 14 Sep 2023 09:00:00 -0400

Tony chats Joanne Artesani, Founder and CEO at Sproutr. An insurance design and build firm. They do the actual building of insurance products including the appetite and guidelines. They help founders articulate their vision into actionable pieces. They can handle rate, rule, and form drafting. The entire architecture of the vision and the goal. More than anything they help insurance/insurtech visionaries support their vision.

Joanne Artesani: https://www.linkedin.com/in/joanne-artesani-insurance-leader/

Sproutr: https://www.sproutr.com/

Video Version: https://youtu.be/RAtjGdKPuVk

David Terne - How to thrive after a Layoff. PIR Ep. 461

Wed, 13 Sep 2023 08:00:00 -0400

David and Tony have both been through layoffs in their insurance careers. In this episode, they share how they handled the job searches and attached emotions during difficult times. We're here for you!

Video Version: https://youtu.be/aj_CVnwXOCc

Gus Calderon, Co-Founder at FireWatch PIR Ep. 460

Fri, 08 Sep 2023 09:00:00 -0400

Tony chats with Gus Calderon, Co-Founder at FireWatch. They create detailed aerial maps of location and condition of all the vegation in a community. Then they break it down with GIS software and create individual defensible space maps for all the homes in the community. This is very important in California and other wildfire-prone states. They can quantify the amount of vegetation and use multi-spectral imaging which allows them to determine plant health which is VERY important for wildfire hazard.

Gus Calderon: https://www.linkedin.com/in/gus-calderon-a90b622b/
FireWatch: https://www.firewatchteam.com/

YouTube Version: https://youtu.be/YH5VrEKqAR0

Bryan Falchuk, CEO at PLRB - PIR Ep. 459

Thu, 07 Sep 2023 08:00:00 -0400

Tony chats with recurring guest Bryan Falchuk, CEO at PLRB about his reinvigoration of PLRB. They are a claims advisory organization that provides a myriad of resources to claims professionals at member carriers in the US. 80% of premium in the US is handled by PLRB members and PLRB supports them in making sure the coverage is delivered correctly. They provide weather data, building codes, coverage advice, and much more that can save your carrier a ton of money. They also host fantastic claims conferences and Bryan is working on revolutionizing how everything gets delivered so that it's easier to find for the members.

Bryan Falchuk: https://www.linkedin.com/in/bryanfalchuk/
PLRB: https://www.plrb.org/

YouTube Version: https://youtu.be/1HpTqXOrXm8

Scott Knowles, CEO & Co-Founder at Loss Scan - PIR Ep. 458

Wed, 06 Sep 2023 09:00:00 -0400

Tony chats with Scott Knowles, CEO & Co-Founder at Loss Scan, they help take difficult to extract data from PDFs and turn it into live data. This is especially useful for Loss Runs, giving underwriters, brokers, and MGAs the ability to easily import loss runs into their systems for proper analysis.

Scott Knowles: https://www.linkedin.com/in/scott-knowles-03998a7/

Video Version: https://youtu.be/wKZ2ro9dr1o

Giri Laveti, CEO at Assuretrac - PIR Ep. 457

Mon, 04 Sep 2023 09:00:00 -0400

Tony chats with Giri Laveti, CEO at Assuretrac. They help insurance agencies increase agent's happiness and cut servicing costs.

Giri Laveti: https://www.linkedin.com/in/giri-laveti-461b01193/
Assuretrac: https://assuretrac.com/

Brett McKenzie, Insurance PR, Marketing, Resume, and LinkedIn Expert - PIR Ep. 456

Sat, 02 Sep 2023 08:00:00 -0400

Tony chats with Brett McKenzie, Insurance PR, Marketing, Resume, and LinkedIn Expert about her new solopreneur endeavors helping the insurance community communicate better. Don't miss out on the opportunity to have her help with your personal and professional brand!

Brett McKenzie: https://www.linkedin.com/in/brettashleymckenzie/

Video Version: https://youtu.be/AkrKL2Vgov0

Andrew Filar, Co-Founder at Next Call Club and CEO at Peachy Insurance - PIR Ep. 455

Wed, 30 Aug 2023 09:00:00 -0400

Tony chats with Andrew Filar, Co-Founder at Next Call Club and CEO at Peachy Insurance. While Tony spent 10 years talking about how the captive agent model was dying, Andrew quietly proved him wrong, and blew his mind. In 9 years Andrew went from brand new out of college to CEO of the largest Allstate agent in the country, to creating his own agency, growing it from scratch to $5M in 3 years, and creating his own consulting firms to help other exclusive agencies do the same. WHAT?!?!?! If you're an agent, YOU CANNOT MISS THIS EPISODE!

Andrew Filar: https://www.linkedin.com/in/andrewfilar/
Next Call Club: https://nextcallclub.com/

YouTube Version: https://youtu.be/ADs7Sed53BI

Yaron Dycian, Chief Product and Strategy Officer at WINT Water Intelligence - PIR Ep. 454

Tue, 29 Aug 2023 09:00:00 -0400

Tony chats with Yaron Dycian, Chief Product and Strategy Officer at WINT Water Intelligence. They specialize in managing water in buildings which comes in through dumb pipes and is used by dumb valves and faucets. It's an unmanaged resource! Managing water is becoming a serious issue, even in the developed world. Unbelievably, about 25% of all water in a building is wasted because of death by a thousand cuts! Water damage in buildings is one of the very highest causes of property losses and WINT can radically improve that.

Yaron Dycian: https://www.linkedin.com/in/yarondycian/
WINT Water Intelligence: https://wint.ai/

Video Version: https://youtu.be/6y2qR8x--GU

Dave Connors, Co-Founder and CEO at DistriBind - PIR Ep. 453

Mon, 28 Aug 2023 09:00:00 -0400

Tony chats with Dave Connors, Co-Founder and CEO at DistriBind. They are curing the insurance industry of our spreadsheet addiction, a data exchange platform with a special focus on delegated authority. They provide a lot of validation, data cleansing, and most importantly validation to provide a lot of much-needed certainty.

Dave Connors: https://www.linkedin.com/in/daveconnorsinsurtech/
DistriBind: https://www.distribind.io/

YouTube Version: https://youtu.be/PX7Ep7X-Jho

Nick Lamparelli, Managing Partner of Insurance Nerds - PIR 452

Fri, 25 Aug 2023 09:00:00 -0400

Nick Lamparelli is back in a new leading role as Managing Partner of Insurance Nerds. On today's episode, we announce massive changes to Insurance Nerds that will be rolling out over the Fall of 2023 and into 2024 turning us into much more than we have been in the past, and into a much more unified platform for #insurance learning, community, and career growth!

Nick Lamparelli: https://www.linkedin.com/in/nicklamparelli/
Insurance Nerds: https://InsNerds.com

Video Version: https://youtu.be/1CexkrF66ng

Andrew Engler, Co-Founder and CEO at Kettle - PIR Ep. 451

Thu, 24 Aug 2023 09:00:00 -0400

Tony chats with Andrew Engler, Co-Founder and CEO at Kettle. They're aiming to be a different Kettle of fish with an incredible mission of being the biggest safety net to the world against climate change through insurance and reinsurance. They're a reinsurance MGA and a micro-reinsurer. This is one incredible episode.

Andrew Engler: https://www.linkedin.com/in/ericandrewengler/
Kettle: https://ourkettle.com/

Video Version: https://youtu.be/A9V53GmobtI

Max Cho Co-Founder and CEO at Coverage Cat - PIR Ep. 450

Wed, 23 Aug 2023 09:00:00 -0400

Tony has a super fun and fascinating conversation with former Google Product Manager, now Co-Founder and CEO at Coverage Cat. Young founders are just so fun, and this one is brilliant. A very fun episode! Miaw! 🐈

Coverage Cat is the new way for personal consumers to properly insure themselves. They are a data-driven broker that matches consumers TO THE RIGHT COVERAGE, not just the cheapest price. Yes Please!

Max Cho: https://www.linkedin.com/in/maxrcho/
Coverage Cat: https://coveragecat.com/

Video Version: https://youtu.be/g12snT3Z6l8

Bill Haber, Co-Founder at TEKRiSQ - PIR Ep. 449

Tue, 22 Aug 2023 09:00:00 -0400

Tony chats with Bill Haber, Co-Founder at TEKRiSQ. They're focused on helping independent agencies and the carriers and MGAs they work with to better streamline the process of engaging clients in technology-oriented risks. They're very focused on Cyber, one of the fastest-growing lines of business. We shouldn't ask agents (or business owners) to be part-time Cyber Security Experts. This is way too important of a line of coverage to get wrong! TEKRiSQ can help you get the most reliable information in the most streamlined way to fill out a proper Cyber application.

Bill Haber: https://www.linkedin.com/in/billhaber/
TEKRiSQ: https://tekrisq.com/
Video Version: https://youtu.be/7Ob4cIilZaI

David Watson CEO and Founder at RiskAdvisor - PIR Ep. 448

Mon, 21 Aug 2023 09:00:00 -0400

Tony chats with David Watson CEO and Founder at RiskAdvisor, a platform that is basically a "souped up intake form" helping personal lines agents take that conversation and simplifies it and guides it. It ensures you collect clean, accurate data and distribute it wherever you need it.

David Watson: https://www.linkedin.com/in/agentdavidwatson/

RiskAdvisor: https://riskadvisor.insure/

Video Version: https://youtu.be/NaTJpFq1PSM

Paul Monasterio, CEO and Co-Founder at Kalepa - PIR Ep. 447

Fri, 18 Aug 2023 09:00:00 -0400

Tony chats with Paul Monasterio, CEO and Co-Founder at Kalepa. They are dedicated to enhancing underwriting performance and driving profitable premium growth for the commercial insurance industry. Kalepa's AI-powered Copilot software enables underwriters to focus their time on the highest ROI opportunities and to quickly evaluate and optimally select risk.

Paul Monasterio: https://www.linkedin.com/in/paul-monasterio-412a308/
Kalepa: https://www.kalepa.com/

Video Version: https://youtu.be/OeVw_gR14xM

Jeff Hirst - Soft Risk and Professional Empowerment Institute - PIR Ep. 446

Thu, 17 Aug 2023 09:00:00 -0400

Tony chats with Jeff Hirst - Soft Risk and Professional Empowerment Institute. We chat about Risk Management, Insurance careers, managing people, growing your career, his concept of Soft Risk Management, and so much more. A GREAT listen!

Jeff Hirst: https://www.linkedin.com/in/jeffhirst100/

Video Version: https://youtu.be/yhcoVR4jwus

Elliot Bassett, Co-Founder at Rocketship Ventures Launch - PIR Ep. 444

Wed, 16 Aug 2023 09:00:00 -0400

Tony chats with Elliot Bassett, Co-Founder at Rocketship Ventures Launch, a software platform that helps a producer walk through their sales process using an assessment based process. It's super efficient and gives them a variety of ways to differentiate theirselves in the marketplace. It provides an objective scoring mechanism you can share with the client and tools and charts to help improve the account. Super cool stuff! For high Ds: Fast forward to 4:30.

Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/

Rocketship Ventures Launch: https://getlaunch.io/

Video Version: https://youtu.be/FvdiUsea5c8

Silvia Diaz-Roa, Co-Founder at ClaimDeck - PIR Ep. 443

Tue, 15 Aug 2023 09:00:00 -0400

Tony chats with Silvia Diaz-Roa, Co-Founder at ClaimDeck, a cloud base platform that brings the claims professional and the legal professional into a shared space to collaborate transparently and in real-time on claims. Claims litigation has seen little innovation because it requires so much domain knowledge on both the claims and the legal side. ClaimDeck aims to close that gap.

Silvia Diaz-Roa: https://www.linkedin.com/in/sdiazroa/

Claim Deck: https://www.claim-deck.com/

Video Version: https://youtu.be/oPbptFJDOPo

Rod Powell, Author of Black Pioneers of the American Insurance Industry - PIR Ep. 442

Mon, 14 Aug 2023 09:00:00 -0400

Tony chats with Rod Powell, insurance agent and author of "Black Pioneers of the American Insurance Industry". We absolutely love author interviews and this one really blew us away!

Rod Powell: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-rebc-clcs-86801616/

Black Pioneers of the American Insurance Industry: https://amzn.to/3OodDHu

Video Version: https://youtu.be/P-tWLtZc3lw

Caden Braly, CEO at AgentsTech - PIR Ep. 441

Fri, 11 Aug 2023 09:00:00 -0400

I chat with Caden Braly, CEO at AgentsTech. They are an insurtech consulting firm that helps independent insurance brokerages while uniquely bringing together technology consulting and business consulting. Dear agency, what's keeping you up at night? AgentsTech can help and they GET insurance because they grew up in our industry and still run an agency today.

Cade Braly: https://www.linkedin.com/in/caden-braly-699288154/
AgentsTech: https://agentstech.com/

Video Version: https://youtu.be/gEH1m6d584E

Scott Ham, CEO at Pinpoint Predictive - PIR Ep. 440

Thu, 10 Aug 2023 09:00:00 -0400

Tony chats with Scott Ham, CEO at Pinpoint Predictive, they provide the P&C industry with the earliest and most accurate lost predictions and risk scores from just a name and address, enabling carriers to fast-track profitable growth. This is some very impressive to help you grow intelligently!

Scott Ham: https://www.linkedin.com/in/scottham1/
Pinpoint Predictive: https://pinpointpredictive-20366300.hs-sites.com/contactus

https://youtu.be/j4sfjbv6QTA

Samir Ahmed, Principal Insurance Markets at X by 2 - PIR Ep. 439

Wed, 09 Aug 2023 09:00:00 -0400

Tony chats with Samir Ahmed, Principal Insurance Markets at X by 2, an IT consultancy focused on high-impact projects for a select group of insurance and healthcare organizations. They specialize in big hairy audacious challenging projects.

Samir Ahmed: https://www.linkedin.com/in/samir-u-ahmed/
X by 2: https://xby2.com/

Video Version: https://youtu.be/ofgqTVrLEhk

Micah Kalisch, Founder and CEO at Chrp Technologies - PIR Ep. 438

Tue, 08 Aug 2023 09:00:00 -0400

Tony chats with Micah Kalisch, Founder and CEO at Chrp Technologies. They offer complete home risk prevention through an insurtech app that is built for underwriters and insurance carriers to mitigate risks on the front end of the underwriting process. Including guided self-inspections, which run through their proprietary AI/ML models and produce result that helps streamline the underwriting process.

Micah Kalisch: https://www.linkedin.com/in/micah-kalisch-86250a218/
Chrp Technologies: https://chrptech.com/

Video Version: https://youtu.be/z_fZOZ68UtI

Louis DiModugno, Managing Partner at Data Curiosity - PIR Ep. 437

Mon, 07 Aug 2023 09:00:00 -0400

Tony chats with Louis DiModugno, "The Bowtie Data Guy". We met at Insurtech Hartford and we just had to have him on the show. Louis helps create and establish data strategies for companies without a full professional data organization. If you don't have an army of data scientists and data engineers, Louis can help you get going!

Louis DiModugno: https://www.linkedin.com/in/louisdimodugno/

Video Version: https://youtu.be/8npPUx4yoJM

Meredith Barnes-Cook - PIR Ep. 436

Fri, 04 Aug 2023 09:00:00 -0400

Tony chats with Meredith Barnes-Cook after 33 years at Liberty Mutual started her own little consulting firm focused on helping both insurtechs and carriers. An incredible career story and lots of lessons to learn! I learned a ton in this conversation. Also, what's the Trucker Hat Gang?!?

Meredith Barnes-Cook: https://www.linkedin.com/in/meredithbarnes-cook/

Video Version: https://youtu.be/YadXiQaCCHY

Sherif Germayel, CEO at Trufla Technology - PIR Ep. 435 - Corrected

Thu, 03 Aug 2023 09:00:00 -0400

Tony chats with Sherif Germayel, CEO at Trufla Technology. Trufla amalgamates real-life insurance experience with technology to create tools that enhance the broker channel. Trufla’s aim is to be the technology that powers brokers to better compete and grow in an ever-evolving digital landscape. Trufla’s suite of products includes a mobile app and portal for customer service and engagement, lead management to increase sales and optimize ROI, and truWeb, a web platform designed to drive more leads to the brokerage.

Sherif Germayel: https://www.linkedin.com/in/sherifgemayel/
Trufla Technology: https://www.trufla.com/

Video Version: https://youtu.be/nyKEVxzAVks

Joseph Zaarour, Founder at iSolvRisk - PIR Ep. 434

Wed, 02 Aug 2023 09:00:00 -0400

Tony chats with Joseph Zaarour, RMI grad and Founder at iSolvRisk. Joseph is attempting to solve insurance risk management's biggest, hairiest most-difficult problem: talent! And they're doing it in an incredibly creative way. Don't miss this fascinating episode!

Joseph Zaarour: https://www.linkedin.com/in/joseph-zaarour-8769a6177/

iSolvRisk: https://www.isolvrisk.com/

Video Version: https://youtu.be/hAVCbXi4LE4

Bobby Touran, Co-Founder at Rainbow - PIR Ep. 433

Tue, 01 Aug 2023 09:00:00 -0400

Tony chats with Bobby Touran, Co-Founder at Rainbow. They are a modern underwriting company focused on small businesses. They focus on underwriting by being very specialized, currently in the food and beverage industry, primarily restaurants.

Bobby Touran: https://www.linkedin.com/in/bobby-touran-782a6513/
Rainbow: https://www.userainbow.com/

Video Version: https://youtu.be/u0yfyzIeiak

Sivan Iram, Founder and CEO at Capitola - PIR Ep. 432

Mon, 31 Jul 2023 09:00:00 -0400

Tony chats with Sivan Iram, Founder and CEO at Capitola, the world's smartest digital marketplace for commercial risk. They connect brokers and carriers using AI-based risk appetite matching to streamline the placement process.

Sivan Iram: https://www.linkedin.com/in/sivaniram/
Capitola: https://www.capitola-ins.com/

Video Version: https://youtu.be/urANly_xon0

Misha Bleymaier-Farrish, Author The GSD Factor - PIR Ep. 431

Fri, 28 Jul 2023 09:00:00 -0400

Tony chats with Misha Bleymaier-Farrish, insurance executive, consultant, and author of The GSD Factor. Misha's story is amazing and her book is an easy read, and incredibly motivating. This is a really fun episode you don't want to miss! Plus, the hats!

Misha: https://www.linkedin.com/in/mishableymaierfarrish/

The GSD Factor: https://www.amazon.com/GSD-Factor-Confident-Professional-Empowerment/dp/B0C4G48SCR/ref=sr_1_1?crid=2TAKHUNDTS68Z&keywords=the+gsd+factor&qid=1688557712&sprefix=the+gsd+facto%2Caps%2C233&sr=8-1

Video Version: https://youtu.be/wR1GRS1fbOs

Michael Derkacz - PIR Ep. 430

Thu, 27 Jul 2023 09:00:00 -0400

Tony chats with Michael Derkacz about his illustrious insurance career. Michael brought 10 years of experience at American Express into insurance and thrived first at AIG, and then at Chubb and W.R. Berkley including a significant amount of international experience. He generously gives us some of his time to help the next generation grow their insurance career with fantastic advice!

Michael Derkacz: https://www.linkedin.com/in/michael-derkacz-6b4549113/

Video Version: https://youtu.be/5pw0W8bgf78

Patrick Koeller, CTO at When Insurance - PIR Ep. 429

Wed, 26 Jul 2023 09:00:00 -0400

Tony chats with Patrick Koeller, CTO at When Insurance - They are solving a MAJOR issue in the US employment market. When Insurance protects people's ability to afford Health Insurance in between jobs! They have built two products to achieve this. This is crucially important!

Patrick Koeller: https://www.linkedin.com/in/patrickkoeller/
When Insurance: https://www.forwhen.com/

Video Version: https://youtu.be/qnbhWk830jE

John Petitte and Jason Farrell, Amplifi Labs - PIR Ep. 428

Tue, 25 Jul 2023 09:00:00 -0400

Tony chats with John Petitte, CEO and Jason Farrell, Chief Customer Officer at Amplifi Labs, a digital product development shop that helps other companies develop digital products. They help with UI/UX, infrastructure, machine learning, AI, and just about everything else on the development side.

John Petitte: https://www.linkedin.com/in/johnpetitte/
Jason Farrell: https://www.linkedin.com/in/jason-farrell-0713173/

Amplifi Labs: https://www.amplifilabs.com/

Video Version: https://youtu.be/lTsYSl3t1TM

Matt Schmidt, Ecopia AI - PIR 427

Mon, 24 Jul 2023 09:00:00 -0400

Tony chats with Matt Schmidt, about Ecopia IA. They work with the top Insurers to better understand their portfolios by providing them with location data. Ecopia's Building-Based Geocoding offers the first and only complete building footprint collection in the USA, paired with best-in-class address data. We leverage the most up-to-date geospatial imagery available to create a unique source of ground truth, ensuring that our data provides the most accurate representation of reality.

Matt Schmidt: https://www.linkedin.com/in/matthewschmidt4/
Ecopia AI: https://www.ecopiatech.com/

Video Version: https://youtu.be/YaFePHut6h4

Sergi Ruiz - PIR 426

Fri, 21 Jul 2023 13:00:00 -0400

Two long-haired hippies chat about insurance careers. Sergi Ruiz was good in sales, very very good, and he was able to easily sell a product even great salespeople have a hard time selling: Life Insurance. This valuable skillset led him on a very fun adventure of a career in both insurance and now insurtech.

Sergi Ruiz: https://www.linkedin.com/in/sergi-ruiz-b679ba8b/

Video Version: https://youtu.be/4Dwyskbi6G8

Bryan Falchuk, Author of The Future of Insurance Series - PIR Ep. 425

Thu, 20 Jul 2023 09:00:00 -0400

Five-time best-selling author and insurance/insurtech executive Bryan Falchuk joins Tony on Profiles in Risk, to talk about his latest book: The Future of Insurance Vol III - The Collaborators. There's just so much to say about this episode, I just can't make it justice. Just listen to it, you won't regret it!

Bryan Falchuk: https://www.linkedin.com/in/bryanfalchuk/
The Future of Insurance Series: http://future-of-insurance.com/

Video Version: https://youtu.be/MR97A-d0HNA

Cyrena Arnold - PIR 424

Wed, 19 Jul 2023 09:00:00 -0400

Tony chats with Cyrena Arnold, Meteorologist | 2019 TechProfessional of the Year | Union Leader 40 under 40 | Children's Book Author | Insurtech Leader.

Cyrena: https://www.linkedin.com/in/wxcyrena/

Tom Avery, Founder & CEO at Signal Sync - PIR 423

Tue, 18 Jul 2023 09:00:00 -0400

Tony Chats with Tom Avery, Founder & CEO at Signal Sync, an insurance agency automation solution focused on small independent agencies with one location. Doing both AMS and CRM, and especially Agency Automation to help your independent agency be much more efficient. They have a strong focus on Benefits agencies.

Tom Avery: https://www.linkedin.com/in/tomkavery/
Signal Sync: https://signal-sync.com/

Video Version: https://youtu.be/t_biN8krrAk

Nebra Barr, CEO and Founder at OnboardXi - PIR 422

Mon, 17 Jul 2023 09:00:00 -0400

Tony chats with Nebra Barr, CEO and Founder at OnboardXi. They modernize, standardize, and digitize the (thus radically improve) the onboarding experience for the Life Insurance industry.

Nedra Barr: https://www.linkedin.com/in/nedra-barr-28ab589b/
OnboardXi: https://www.onboardxi.io/

Video Version: https://youtu.be/R-_HWVKh2Js

Jess Dantice, Founder & CEO at Zenjuries - PIR Ep. 421

Fri, 14 Jul 2023 09:00:00 -0400

Tony chats with Jess Dantice, Founder & CEO at Zenjuries. He used to run a Work Comp-focused agency and was disappointed with the experience his clients were getting. He created Zenjuries to improve the user experience through an app that fixes the 3 clogged arteries in the work comp process. Zenjuries can be licensed to any WC entity that wants a better user experience. They get 90% of claims submitted within 4 hours and significantly lower loss ratios and e-mods.

Jess Dantice: https://www.linkedin.com/in/jessdantice/
Zenjuries: https://www.zenjuries.com/

Video Version: https://youtu.be/QKHk7cVNC4E

Nick Coenen, Principal and Co-Founder at Wikifri - PIR Ep. 420

Thu, 13 Jul 2023 09:00:00 -0400

Nick Coenen, Principal and Co-Founder at Wikifri. Wikifri is a solution provider helping organizations innovate in the insurance space. They have the Insurance Business-Oriented Operating Model (iBOOM), Insurance Daylight Data Solution (IDDS) and other consulting services.

Nick Coenen: https://www.linkedin.com/in/nickcoenen/
WikiFri: https://www.wikifri.com/

Video Version: https://youtu.be/Y5GniA6UlDc

Luis Pino - CEO and Founder at Agentero - PIR 419

Wed, 12 Jul 2023 09:00:00 -0400

I chat with Luis Pino, CEO and Founder at Agentero. Agentero is a tech-enabled insurance network helping both insurance carriers and independent insurance agents. They provide agents with market access and a state-of-the-art technology platform that streamlines their entire agency operation. They can quote, bind, request appointments, serve their clients, and more from the platform.

Luis Pino: https://www.linkedin.com/in/luis-pino/
Agentero: https://www.agentero.com/

Video Version: https://youtu.be/uhTPq9ZJTjo

Diego Tanton, Founder and CEO at Invive - PIR Ep. 416

Tue, 11 Jul 2023 09:00:00 -0400

Tony chats with Diego Tanton, Founder and CEO at Invive. Invive is bringing insights from the science of aging to reimagine life insurance underwriting. Using AI, they help you bring the recent explosion of research into how people age at different rates, into your underwriting process. They recently graduated from the Global Insurance Accelerator (GIA).

Read their white paper, to learn more about how their measure of biological age was more predictive of mortality risk than smoking status and could significantly improve risk stratification among underwriting classes.

Diego Tanton: https://www.linkedin.com/in/diego-tanton-537556158/
Invive: https://www.invive.io/

Video Version: https://youtu.be/fIRPgr0iMRE

Nick Aube, Founder of Producer Systems - PIR Ep. 415

Mon, 10 Jul 2023 09:00:00 -0400

Tony chats with Nick Aube, Founder of Producer Systems. Nick helps agencies and producers better use the BOR in the sales process, create more opportunities, write more new business, and grow their commercial book.

Nick Aube: https://www.linkedin.com/in/nick-aube/
Producer Systems: https://www.producer.systems/

Video Version: https://youtu.be/D8MV8JP9tjI

John Morlan, Founder & CEO at Smarter Risk - PIR Ep. 414

Fri, 07 Jul 2023 09:00:00 -0400

Tony chats with John Morlan, Founder & CEO at Smarter Risk. Smarter Risk is a self-serve software platform that automates the assessment, reporting, and development of risk control and safety programs for the express purpose that business owners can qualify for best rates and insurers can give their best prices.

John Morlan: https://www.linkedin.com/in/johnbmorlan/
Smarter Risk: https://www.smarterrisk.com/

Video Version: https://youtu.be/0sj-WbY9WYQ

Maggie Stys, CEO and Roberto Sicconi, CTO at Dreyev - PIR Ep. 413

Thu, 06 Jul 2023 09:00:00 -0400

Tony chats with Maggie Stys, CEO and Roberto Sicconi, CTO at Dreyev (Pronounced drive). Dreyev offers an in-vehicle “digital copilot” device that evaluates drivers for risky behavior. Through Computer Vision and Machine Learning, the Dreyev system analyzes driver conditions such as head pose and eyelid closure to detect distracted or drowsy driving and issues real-time alerts in the case of dangerous conditions.

Maggie Stys: https://www.linkedin.com/in/malgorzatastys/
Roberto Sicconi: https://www.linkedin.com/in/robertosicconi/
Dreyev: https://www.dreyev.com/

Video Version: https://youtu.be/s0FeOkaWNaY

Lazarus - PIR Ep. 412

Wed, 05 Jul 2023 09:00:00 -0400

Tony chats with Ariel Elizarov and Alex Panait of Lazarus AI. This special episode recorded in-person at Insurtech Hartford was both fascinating, mind-blowing, and hilarious to record. You don't want to miss this one. Lazarus uses AI to bring your documents to life.

Ariel Elizarov: https://www.linkedin.com/in/arielelizarov/
Alex Panait: https://www.linkedin.com/in/alex-panait-5691571a/
Lazarus AI: https://www.lazarusforms.com/

Video Version: https://youtu.be/Xyq2rREZPUw

Stacy Trinh, Founder of InsuranceExamGuides.com - PIR Ep. 411

Mon, 03 Jul 2023 09:00:00 -0400

Two passionate CPCU nerds chat about the designation and Stacy's adventure creating InsuranceExamGuides.com

Stacy Trinh: https://www.linkedin.com/in/stacy-trinh/

Video Version: https://youtu.be/Ibwc4TFtm10

Nick Lamparelli, Co-Founder and Head of Product at Green Shield Risk - PIR Ep. 410

Fri, 30 Jun 2023 09:00:00 -0400

The prodigal older brother returns home. Tony chats with Nick Lamparelli, the original voice of Profiles in Risk, two-time insurtech co-founder, and Co-Founder and Head of Product at Green Shield Risk Solutions. Green Shield helps communities apply best-in-class risk management to LOWER their catastrophe loss risk!

Nick Lamparelli: https://www.linkedin.com/in/nicklamparelli/
Green Shield Risk Solutions: https://www.greenshieldrisk.com/

Video Version: https://youtu.be/XtmBKRfYR4U

Impact Suite - A Holistic Solution for Mental Health

Thu, 29 Jun 2023 09:00:00 -0400

Tony chats with Clay Olsen, CEO and Founder and CEO at Impact Suite. Mental health is radically important for your people, and especially for your Millennial and Gen Z employees. Providing access to great mental health prevention services and crisis treatment has historically been very hard for small businesses like insurance agencies, to provide. That's why Insure Equality is very proud to partner with Impact Suite, a fantastic and fantastically cost-effective solution you can offer your people!

Information on Insure Equality's partnership with Impact Suite: https://www.linkedin.com/in/elisa-stampf-she-her/recent-activity/shares/

Max McClure, SVP of Underwriting and Reinsurance at Steadily - PIR Ep. 409

Wed, 28 Jun 2023 09:00:00 -0400

Tony chats with Max McClure of Steadily, they provide modern landlord insurance.

Max McClure: https://www.linkedin.com/in/max-mcclure-b8a72736/
Steadily: https://www.steadily.com/

Video Version: https://youtu.be/ec8HegINlKE

Margeaux Giles, CEO at IRYS Insurtech - PIR 408

Tue, 27 Jun 2023 09:00:00 -0400

Tony chats with Margeaux Gilex, CEO at IRYS Insurtech. IRYS is a microservice and API-based management platform for insurance brokers and distribution (AMS and more). The very guiding principal of IRYS is an AMS that embraces connectivity and doesn't hold your data hostage.

Video Version: https://youtu.be/fLaCHmBP57I

Amplify Broker Tech Fest!

Tue, 27 Jun 2023 06:00:00 -0400

Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla Technology, and the brain behind Amplify Broker Tech Fest, an exclusive two-day in-person event in Calgary, Alberta that brings together thought leaders in technology, insurtech, data, AI, brokertech, and so much more. If you're an agent/broker or a broker-facing-insurtech in Canada or the US, you should consider this conference:

Amplify Broker Tech Fest: https://www.trufla.com/amplify/

Andrew Martin, CEO at DynaRisk - PIR Ep. 407

Mon, 26 Jun 2023 09:00:00 -0400

Tony chats with Andrew Martin, CEO of DynaRisk. Cyber intelligence company that does Risk Management tools for consumers, Cyber Risk Management tools for businesses, and Portfolio Monitoring Solutions for insurers, reinsurers and MGAs to help improve their Loss Ratios.

Andrew Martin: https://www.linkedin.com/in/andrewjm/
DynaRisk: https://www.dynarisk.com/

Video Version: https://youtu.be/a1_cqvbl2_w

Will Ross, Co-Founder and CEO at Federato - PIR Ep. 406

Fri, 23 Jun 2023 09:00:00 -0400

Tony chats with Will Ross, Co-Founder and CEO at Federato. Bringing concepts from portfolio optimization and mixing them with AI and Machine Learning, Federato's RiskOps is an underwriting platform for carriers, MGAs and MGUs providing real-time risk selection and portfolio insights to empower underwriters to balance their book of business and make better underwriting decisions.

Will Ross: https://www.linkedin.com/in/williamross826/
Federato: https://www.federato.ai/

Video Version: https://youtu.be/0cY7D_uFO1w

Jim Russell and Andrew Anzenberger at Orbiseed - PIR Ep. 405

Thu, 22 Jun 2023 09:00:00 -0400

Tony chats with Jim Russell, Co-Founder and CEO, and Andrew Anzenberger, VP of Product and Customer Experience at Orbiseed, an AI machine-learning platform that helps insurance carriers and brokers unlock the value of their unstructured commercial property data by rapidly extracting, processing, and summarizing documents 6x faster than humans and with significantly greater efficiency and accuracy.

Jim Russell: https://www.linkedin.com/in/jim-russell-9b63b612/
Andrew Anzenberger: https://www.linkedin.com/in/andrewanzenberger/
Orbiseed: https://www.orbiseed.com/

Video Version: https://youtu.be/SgD6gq_Y28Y

Alivia Cooper, President and CEO of The FitzLane Project - PIR Ep. 404

Wed, 21 Jun 2023 09:00:00 -0400

Tony chats with Alivia Cooper, President and CEO of The FitzLane Project, a non-profit dedicated to raising funds for underprivileged transgender youth to receive LGBTQIA+ specialized therapy.

Alivia Cooper: https://www.linkedin.com/company/thefitzlaneproject/
The FitzLane Project: https://www.thefitzlaneproject.org/

Video Version: https://youtu.be/KPBRML7p94c

Greg Rueter, R&R Insurance Group - PIR Ep. 403

Tue, 20 Jun 2023 09:00:00 -0400

Tony chats with Greg Rueter, of R&R Insurance Group about an innovative idea and product he's bringing to the insurance agency space. Agents, have you been having trouble with fast-increasing premiums on your personal lines accounts? This product which before existed only in the community credit union space might be just the thing to help your customers through this difficult time.

Greg Rueter: https://www.linkedin.com/in/greg-rueter-54843b16/

Video Version: https://youtu.be/MaM5zMgoQP0

CompScience Update - PIR Ep. 402

Mon, 19 Jun 2023 09:00:00 -0400

Tony chats with Jacob Geyer and Mike Seling about exciting news coming from CompScience.

Video Version: https://youtu.be/Gal9emOjh9M

Nick Cavanaugh, Founder at Sensible - PIR Ep. 401

Fri, 16 Jun 2023 09:00:00 -0400

Tony chats with Nick Cavanaugh, Founder at Sensible. Nick is a climate scientist and avid outdoorsman, both of which led him to create Sensible, a parametric insurance platform with its own weather and climate tech that provides a weather guarantee to consumers who are doing things outside. Basically, when it rains and it ruins your day, Sensible pays you back.

Nick Cavanugh: https://www.linkedin.com/in/nick-cavanaugh-31384824/
Sensible: https://www.sensibleweather.com/

Video Version: https://youtu.be/6Nz8qjIbmj8

Tony Steuer, Life Insurance Expert - PIR Ep. 400

Thu, 15 Jun 2023 09:00:00 -0400

Tony chat with life insurance expert Tony Steuer about why and how P&C agents should do at least basic Life Insurance for their clients.

Tony Steuer: https://www.linkedin.com/in/tonysteuer/
https://TonySteuer.com

Discount code for 20% of any of his PDF books: INSNERDS20

Video Version: https://youtu.be/og6_Oc2hHdQ

Aldo Monteforte, CEO and Founder at The Floow - PIR Ep. 399

Mon, 12 Jun 2023 09:00:00 -0400

Tony chats with Aldo Monteforte, CEO and Founder at The Floow. They partner with some of the world's largest motor (auto) insurance organizations and offer them a suite of end-to-end services to help them go to market with connected insurance products. A great conversation about telematics in 2023. It's changed a LOT since I played with it back in 2015.

Aldo Moteforte: https://www.linkedin.com/in/aldo-monteforte-160616/
The Floow: https://www.thefloow.com/

Video Version: https://youtu.be/v7jxrKKy4fU

Lisa Wardlaw, PIR Ep. 398

Fri, 09 Jun 2023 09:00:00 -0400

Tony chats with Lisa Wardlaw, formerly of Munich Re and now Insurance Digital Strategist and President of 360 Digital Immersion. We chat about trends in the insurance and insurtech world and this might very well be one of the most forward-looking conversations ever on the podcast.

Lisa Wardlaw: https://www.linkedin.com/in/lisa-wardlaw/
Video Version: https://youtu.be/TnxCAdKG03A

Hamesh Chawla, Co-Founder and CEO at Mulberri - PIR Ep. 397

Thu, 08 Jun 2023 09:00:00 -0400

Tony chats with Hamesh Chawla, Co-Founder and CEO at Mulberri, an embedded insurance marketplace that streamlines the workflows for PEOs and Payroll Providers. They offer P&C, WC and Cyber on their platform.

Hamesh Chawla: https://www.linkedin.com/in/hamesh-chawla-9354042/

Mulberri: https://www.mulberri.io/

Video Version: https://youtu.be/wIgC4cXQNVI

Demmie Hicks, Executive Coach - Ep. 396

Wed, 07 Jun 2023 09:00:00 -0400

Tony chats with Demmie Hicks, Fouonder, CEO and Executive Coach at DBH Consulting about her practice where she coaches up and coming CEOs in the #insurance space.

Demmie Hicks: https://www.linkedin.com/in/demmiehicks/

Video Version: https://youtu.be/aJeva8dQBcw

Chris Casaleggio, Author of "Adjusting to a Career in Claims" - PIR Ep. 395

Tue, 06 Jun 2023 09:00:00 -0400

Tony chats with Chris Casaleggio, a long-time claims professional about his book "Adjusting to a Career in Claims. It is my great pleasure to support authors writing about the insurance industry and especially when it comes to the claims side where I get so many calls of people burning out. Anything we can do to give them the right tools to thrive is a huge win/win.

Chris Casaleggio: https://www.linkedin.com/in/casaleggio/

Adjusting to a Career in Claims: https://amzn.to/3J4TogT

Video Version: https://youtu.be/mPAYT1xIrHc

James Tesdall, Underwriting SME at Shift Technology - PIR Ep. 394

Mon, 05 Jun 2023 09:00:00 -0400

Tony chats with James Tesdall, Underwriting SME at Shift Technology. Shift is a Paris based firm solely dedicated to insurance and helping the industry make better decisions both in Property and Casualty and Life and health. They specialize in helping with Fraud Detection, Claims Decisionining, Subrogation, and Financial Crimes.

James Tesdall: https://www.linkedin.com/in/james-tesdall/
Shift Technology: https://www.shift-technology.com/

Video Version: https://youtu.be/gOyOQkZsAws

Carolyn Kousky, Author of "Understanding Disaster Insurance" - PIR Ep. 393

Fri, 02 Jun 2023 09:00:00 -0400

Tony chats with Carolyn Kousky, AVP at the Environmental Defense Fund and author of "Understanding Disaster Insurance" about her book and how insurance and risk management can help the world adapt better.

Carolyn Kousky: https://www.linkedin.com/in/ckousky/
Understanding Disaster Insurance: https://www.amazon.com/Understanding-Disaster-Insurance-Resilient-Future/dp/1642832251/ref=sr_1_1?crid=1ABV22GDJN6I8&keywords=Understanding+disaster+insurance&qid=1673882268&s=books&sprefix=understanding+disaster+insuranc%2Cstripbooks%2C140&sr=1-1

Video Version: https://youtu.be/yR-OXmBFHVg

Matheus Riolfi, Co-Founder and CEO at Tint - PIR Ep. 392

Thu, 01 Jun 2023 09:00:00 -0400

Tony chats with Matheus Riolfi, Co-Founder and CEO at Tint, they work with tech platforms to help them create embedded insurance products, from creating the product, compliance, back office, licensing, and even finding capacity.

Matheus: https://www.linkedin.com/in/mriolfi/
Tiny: https://www.tint.ai/

Video Version: https://youtu.be/o9x4pQGxf3Q

Daniel Fogarty, Founder and CEO at Evari - Ep. 391

Wed, 31 May 2023 09:00:00 -0400

Tony chats with Daniel Fogarty, Founder and CEO at Evari. Daniel is a former CEO for Zurich Australia and New Zealand before creating Evari. Evari provides a flexible solution for next generation of insurance solutions. Complete end-to-end insurance process in the cloud through a no-code platform/low-code platform and a pro-code extension.Their system is also fully Event Native.

Daniel Fogarty: https://www.linkedin.com/in/daniel-fogarty-evari/
Evari: https://www.evari.tech/

Video Version: https://youtu.be/5P34GJhZ8AY

Social Inflation and Analytics in Claims - PIR 390

Tue, 30 May 2023 09:00:00 -0400

Tony chats with Tyler Jones, Chief Customer Officer at Clara Analytics and Steve Donnelly Chief Claims Officer at Amerisure about Social Inflation and how Analytics can help best prepare your insurance company. Are nuclear verdicts somewhat predictable and preventable with analytics?

Tyler Jones: https://www.linkedin.com/in/tyler-jones-68950b/
Steve Donnelly: https://www.linkedin.com/in/steve-donnelly-7a66026/

Clara Analytics: https://claraanalytics.com/

Video Version: https://youtu.be/gRjVwggtyFM

Will Young, Co-Founder and CEO at Sana Benefits - PIR Ep. 389

Mon, 29 May 2023 09:00:00 -0400

Tony chats with Will Young, Co-Founder and CEO at Sana Benefits. They bring best-in-class healthcare solutions downmarket to the small and medium business market.

Will Young: https://www.linkedin.com/in/williamcyoung/
Sana Benefits: https://www.linkedin.com/company/sana-benefits/

Video Version: https://youtu.be/e1-qngPt9wk

Todd Thams, Founder of Mod Advisor - PIR Ep. 388

Fri, 26 May 2023 09:00:00 -0400

Tony chats wtih Todd Thams, Founder of Mod Advisor. They simplify workers' compensation experience analysis by creating meaningful, well-designed reports the clients and agents love.

Todd Thams: https://www.linkedin.com/in/todd-thams/
Mod Advisor: https://modadvisor.com/

Video Version: https://youtu.be/JqwIBKxrKyE

Suzanne Rabicoff, Invisible Technologies - PIR Ep. 387

Thu, 25 May 2023 09:00:00 -0400

Tony chats with Suzanne Rabicoff of Invisible Technologies. They are the tech-enabled managed services partner who does the boring, monotonous work that gets in the way of people doing their jobs. Their process experts manage and optimize the 90% of evolving processes not steady enough for traditional outsourcing or automation.

Suzanne Rabicoff: https://www.linkedin.com/in/suzannerabicoff/
Invisible Techologies: https://www.invisible.co/

Video Version: https://youtu.be/3BkEnVZHgqU

Ozan Bilgen, CEO at Base64.ai - PIR Ep. 386

Wed, 24 May 2023 09:00:00 -0400

Tony chats with Ozan Bilgen, CEO at Base64.ai. The fastest growing artificial intelligence startup in New York. They built a cutting-edge AI that understands and extracts data from all types of documents, especially for insurance documents!

Ozan Bilgen: https://www.linkedin.com/in/ozanerenbilgen/

Video Version: https://youtu.be/bXAzB8yetC4

Chuck Blondino, Author of "The Remarkable Insurance Agency" - PIR Ep. 385

Tue, 23 May 2023 09:00:00 -0400

Tony chats with Chuck Blondino about his career in insurance sales management and his new book "The Remarkable Insurance Agency".

Chuck Blondino: https://www.linkedin.com/in/chuckblondino/
The Remarkable Insurance Agency: https://www.amazon.com/Remarkable-Insurance-Agency-Increasing-Community/dp/B0BJ4MH25M/ref=sr_1_1?keywords=Remarkable+Insurance+Agency&qid=1670333629&sr=8-1

Video Version: https://youtu.be/nkmKgwbs8D0

Jim Caragher, Managing Partner CIB Group - PIR Ep. 384

Mon, 22 May 2023 09:00:00 -0400

Tony chats with Jim Caragher about how to recruit and help new insurance producers be successful.

Jim Caragher: https://www.linkedin.com/in/jimcaragher/

Video Version: https://youtu.be/T5-t26o0KQg

Taylor Horsager - PIR Ep. 383

Fri, 19 May 2023 09:00:00 -0400

Tony chats with Taylor Horsager, Pilot, former Chief Drone Pilot at AmFam, and generally awesome insurance/insurtech pro about his ridiculously cool career. One of the coolest episodes ever. This one is for anyone who thinks insurance is boring!

Taylor Horsager: https://www.linkedin.com/in/taylorhorsager/

Video Version: https://youtu.be/JwSovGPGxgI

Nikhil Kansal - Co-Founder and CTO at Oyster - PIR 382

Thu, 18 May 2023 09:00:00 -0400

Tony chats with Nikhil Kansal, Co-Founder and CTO at Oyster. They are redesigning personal insurance from the ground up offering an end-to-end insurance platform that lets retailers offer tailored insurance products at the point of sale and empowering consumers to complete the entire journey in one unified digital platform. Affordable and transparent insurance products in bike, e-bike, jewelry, collectibles, electronics, and more coming.

Nikhil Kansal: https://www.linkedin.com/in/nikansal/
Oyster: https://www.withoyster.com/

Video Version: https://youtu.be/AOuPJMI7x_c

Moe Ghaziri and Amer Daya - Ep 381

Wed, 17 May 2023 09:00:00 -0400

Tony chats with Moe Ghaziri and Amer Daya of QOP Smart Performance Consulting. With extensive experience in the Middle East and European insurance markets QOP offers consulting services to insurance and insurtech organizations globally. A very interesting episode!

Moe Ghaziri: https://www.linkedin.com/in/mostapha-ghaziri-826a3122/
Amer Daya: https://www.linkedin.com/in/amerdaya/
QOP: https://www.qop.com.pt/

Video Version: https://youtu.be/oXKsonbG7hA

Lee Fogle, Founder of RecovX Health & InjuryClaimsExpress - PIR Ep. 380

Tue, 16 May 2023 09:00:00 -0400

Tony chats with Lee Fogle, Founder of RecovX Health & Injury Claims Express. He has extensive experience in insurance technology and decided to use it to help injured people recover more quickly. A very interesting conversation!

Lee Fogle: https://www.linkedin.com/in/leefogle/
Injury Claims Express: https://www.injuryclaimsexpress.com/

Video Version: https://youtu.be/OOi1NpV-sTU

Jo Lynn Clemens, CEO and Founder at RiskKarma.io - PIR Ep. 379

Mon, 15 May 2023 09:00:00 -0400

Tony chats with Jo Lynn Clemens, CEO and Founder at RiskKarma.io. RiskKarma.io is dedicated to improved safety and security using intelligent risk tools to track, measure, and prevent emerging risk trends in real-time down to the individual worker. They help predict, prevent, and protect organizations from adverse incidents (crime, fraud, cyber, and) to increase profits. They also help improve the organization's culture through validated skill strengths, gamification and DEI. Their holistic data-driven solution creates greater transparency and accountability at all points along the human capital supply chain.

Jo Lynn Clemens: https://www.linkedin.com/in/jo-lynn-clemens-risk-innovator/

Video Version: https://youtu.be/YYifOY-3ZQk

Ajay Sharma, Co-Founder and CEO at DESH Clinics - PIR Ep. 378

Fri, 12 May 2023 09:00:00 -0400

Tony chats with Ajay Sharma, Co-Founder and CEO at DESH Clinics. With almost 1.4 billion people India has incredible challenges to provide healthcare, especially the 70% who live in rural areas where there are no doctors. The Digitally Enabled Smart Health (DESH) Clinics use telemedicine to bring proper medicine to small villages that would have no access otherwise. There are 645,000 villages! For $120 local community members can open a local DESH clinic. They already have 127 clinics and are aiming to open 6,000 clinics by 2025 which will be able to serve 60 million people. 🤯

Ajay Sharma: https://www.linkedin.com/in/ajaysh/
DESH Clinics: https://deshclinic.myfamilyfirst.in/

Video Version: https://youtu.be/HseXQwKmNDA

Joel Macharia, Co-Founder and CEO of Motisure - PIR Ep. 377

Thu, 11 May 2023 09:00:00 -0400

Tony chats with Joel Macharia, Co-Founder and CEO of Motisure, an African insurtech focused on providing affordable, convenient, flexible on-demand personal accident insurance for commuters and riders in Africa. Thanks to The Insurance Elephant for introducing us. There is so much opportunity to invest in insurtech in Africa.

Joel Macharia: https://www.linkedin.com/in/joel-macharia/
Motisure: https://motiguy.com/motisure/

Video Version: https://youtu.be/-7ho1WI0GUs

Matthew Queen, Expert in Captives - PIR Ep. 376

Wed, 10 May 2023 09:00:00 -0400

Tony chats with Matthew Queen, whose expertise runs deep and passion runs high for the esoteric world of insurance Captives. I learned more about Captives recording this than in 12 years of insurance experience and 10 designations! A must listen!

Matthew Queen: https://www.linkedin.com/in/queenmatthew/

Video Version: https://youtu.be/fcWc8CGgWVs

Bill Murray - PIR Ep. 375

Tue, 09 May 2023 09:00:00 -0400

Tony chats with Bill Murray, he democratizes innovation by transforming project teams into insight generation teams that drive vital data to leadership, so that they can make de-risked business decisions. We have a very fun conversation about this career and innovation.

Bill Murray: https://www.linkedin.com/in/bill-murray-mentor/

Adam Poole, Founder & CEO at Safety Compass - PIR Ep. 374

Mon, 08 May 2023 09:00:00 -0400

Tony chats with Adam Poole, Founder & CEO at Safety Compass. They are a Work Health & Safety risk management tool designed to help workers assess, manage and avoid dangers in their workplace and help bring them home.

Safety Compass can also assist insurers with underwriting decisions by providing detailed information on site hazards, sourced directly from the workers and in real-time.

Safety Compass uses intuitive augmented reality to communicate hazard information to users in the field. By accessing the worker's physical location, the app presents vital information on present dangers straight to the worker's phone, avoiding the necessity of bulky safety manuals to locate and manage risk.

Using the phone's inbuilt camera and GPS system, the app displays real and present dangers to the viewer that adapt and compensate for the viewer's field of vision.

Adam Poole: https://www.linkedin.com/in/adam-poole-02120246/
Safety Compass: https://www.thesafetycompass.com.au/

David Terne, Actuary and Founder of Emerging Ally - PIR Ep. 373

Fri, 05 May 2023 15:00:00 -0400

Tony chats with Dave Terne, Actuary and Founder of EmergingAlly.com . This was one of the best DEI episodes I've ever recorded. A cannot miss episode!

David Terne: https://www.linkedin.com/in/davidterne/
Emergin Ally: https://www.emergingally.com/

Laurel Jordan, AVP TPA Delivery at EXL - PIR Ep. 372

Thu, 04 May 2023 09:00:00 -0400

Tony chats with Lauren Jordan, AVP TPA Delivery at EXL. I didn't know anything about how TPAs work in the Life and Disability space and learned a TON in this episode!

Laurel Jordan: https://www.linkedin.com/in/laurel-jordan/
EXL: https://www.exlservice.com/

Diandra Nims - Creative Director at Limitless Vision and so much more! - PIR Ep. 371

Wed, 03 May 2023 09:00:00 -0400

Diandra Nims is a Media Liability Underwriter at a major carrier AND so much more. She's the Creative Director at Limitless Vision, a big Mental Health Supporter, and especially how she combines her insurance career with her creative pursuits, and the incredible concept of the Corporate Creative! You don't want to miss this one!

Diandra Nims: https://www.linkedin.com/in/diandra-nims-a3042349/
Limitless Vision: https://limitlessvisions.my.canva.site/
Diandra's Episode on A Day In the Life: https://youtu.be/41Mvjmx-DXY

Ben Jennings, Chief Revenue Officer at Embroker - PIR Ep. 370

Tue, 02 May 2023 09:00:00 -0400

Tony chats with Ben Jennings, Chief Revenue Officer at Embroker, the easiest way to intelligently insure any business. By pairing technology and broker expertise, Embroker helps growing businesses save time and find the best value on the right coverage.

Ben Jennings: https://www.linkedin.com/in/ben-jennings-8643b61/
Embroker: https://www.embroker.com/

Art Harrison, Co-Founder and Chief Growth Officer at Daylight - PIR Ep. 369

Mon, 01 May 2023 09:00:00 -0400

Tony chats with Art Harrison, Chief Growth Officer at Daylight. They improve all the interactions between people and process. They improve all the interactions between people and processes. They help organizations build digital experience in front of any business rules either for customers or employees. They make efficient business processes into great customer and employee experiences. #Insurance #Insurtech

Art Harrison: https://www.linkedin.com/in/artharrison/
Daylight: https://daylight.io/

David Carpentier, Co-Founder and CEO at Assurely - PIR Ep. 368

Fri, 28 Apr 2023 09:00:00 -0400

Tony chats with David Carpentier, Co-Founder at Assurely, they creates and distributes insurance for changing industries and innovative companies. Assurely is the next generation of insurance focused on creating value for each stakeholder in the insurance system. 1. They build and adapt insurance products. 2. Focused on embedded distribution. 3. Digital insurance marketplace.

David Carpentier: https://www.linkedin.com/in/david-carpentier/
Assurely: https://www.assurely.com/

Ali Safavi, CEO & Co-Founder at COVU - PIR Ep. 367

Thu, 27 Apr 2023 09:00:00 -0400

Tony chats with Ali Safavi, CEO & Co-Founder at COVU (formerly known as Vero). They are creating a smarter way to transact and advise insurance. The platform uses AI to help agents and brokers deal with the stuff they don't want to deal with (or the stuff they simply can't find people to handle because of the talent shortage). Overall they help agencies and brokerage modernize their whole operation.

Ali Safavi: https://covu.com/en/
COVU: https://covu.com/en/

Firefly - PIR Ep. 366

Wed, 26 Apr 2023 09:00:00 -0400

Tony chats with Ben Griffioen and Sam Nudelman at Firefly, the fastest and easiest way to get set up as an independent insurance agency. The magic of Firefly is they get you direct appointments with a lot of carriers and help you keep the carrier appointments regardless of production 🤯.

Sam Nudelman: https://www.linkedin.com/in/samnudelman/
Ben Griffioen: https://www.linkedin.com/in/bengriffioen/
Firefly: https://www.fireflyagency.com/

Mark Chappell, Founder of InsureScan - PIR Ep. 365 (!)

Tue, 25 Apr 2023 09:00:00 -0400

Tony chats with Mark Chappell, Founder of InsureScan, and 46-year veteran of the insurance industry. InsureScan is an MGA that allows agents to scan the bar code on your license and the bar code on your car registration, and spit out an insurance quote. Boom shakalaka. This is not Insurtech, this is Legacytech that works. Mark is also the 365th episode Profiles in Risk, one for every day of the year!

Mark Chappell: https://www.linkedin.com/in/mark-chappell-2b2abb5a/
InsureScan: https://insurescan.com/

Rilwan Lawal, Founder & CEO at GigEasy - PIR Ep. 364

Mon, 24 Apr 2023 09:00:00 -0400

Tony chats with Rilwan Lawal, Founder & CEO at GigEasy, a benefits platform for the fast-growing gig economy. Benefits should be in the palm of your hand and not tied to an employer.

Rilwan Lawal: https://www.linkedin.com/in/rilwanlawal/
GigEasy: https://gigeasy.com/

An apology to our listeners and a rebirth!

Sat, 22 Apr 2023 09:00:00 -0400

David Fontain - CEO at Foresight - Special Episode of Profiles In Risk

Thu, 13 Oct 2022 09:00:00 -0400

Tony has a candid conversation with David Fontain, CEO at Foresight about recent changes at the company including a significant downsizing.

Roy Mill, Co-Founder and CEO at Joshu - PIR Ep. 363

Fri, 16 Sep 2022 08:00:00 -0400

Video version: https://www.youtube.com/watch?v=pd0qJzRss6Y

Tony chats with Roy Mill, Co-Founder and CEO at Joshu. A platform for insurance product development and distribution. They enable insurance product owners at MGAs and Carriers, to build, deploy, and update their products for digital distributions on the platform. It shrinks the process of product development to allow the product owner to experiment on the platform before committing major resources to full development (without losing control over your product). A VERY interesting episode!

For the High Ds you can skip ahead to 5:00 where we actually start chatting insurance.

Roy Mill: https://www.linkedin.com/in/roymill/
Joshu: https://lp.joshuins.com/learn-more

Christine Hofbeck, Actuarial Superstar and Author of Winning Conditions - PIR Ep. 362

Fri, 16 Sep 2022 06:00:00 -0400

Video Version: https://youtu.be/cIUp4SSZOVE

Tony chats with Actuarial Leader, Survivor Finalist, and author of the book Winning Conditions, mostly about her awesome book.

Christine Hofbeck: https://www.linkedin.com/in/christinehofbeck/
Winning Conditions: https://amzn.to/3LklOCY

Insurance Nerds gets a cut if you buy it using the link above.

Josh Butler, Founder and CEO, and Jacob Geyer, Chief Insurance Officer at CompScience - PIR Ep. 361

Wed, 14 Sep 2022 10:00:00 -0400

Video Version: https://www.youtube.com/watch?v=g26mkf9ozS4

Tony chats with Josh Butler, Founder and CEO, and Jacob Geyer, Chief Insurance Officer at CompScience. They are on a mission to prevent workplace accidents. They're bringing perception technology from the autonomous vehicle industry into insurance for this crucial purpose. They package that technology into Workers' Comp.

Josh Butler: https://www.linkedin.com/in/josh-butler/
Jacob Geyer: https://www.linkedin.com/in/jacob-geyer/
CompScience: https://www.compscience.com/

Sri Ramaswamy, Founder and Co-Founder at Charlee.ai - PIR Ep. 360

Wed, 14 Sep 2022 07:00:00 -0400

Video Version: https://youtu.be/FZiNI4NFqJc

Tony chats with Sri Ramaswamy, Founder and Co-Founder at Charlee.ai, a predictive analytics engine that provides context and explanations along with predictions and insights thus avoiding the black box problem. Currently, they're focusing on Litigation Management, Severity Management, and Claims Portfolio Management. #insurance #insurance #claims

Sri Ramaswamy: https://www.linkedin.com/in/sriramaswamy1/
Charlee.ai: https://charlee.ai/contact-us/

Coach Joe Lukacs, Founder at Magellan Network - PIR Ep. 358

Sun, 11 Sep 2022 12:00:00 -0400

Video Version: https://youtu.be/UdboyGIyZAY

Tony chats with Coach Joe Lukacs, Founder at Magellan Network about his experience coaching financial advisors and insurance agents, and about the mindset, habits, and motivations needed for sales success. A very fun conversation!

Coach Joe Lukacs: https://www.linkedin.com/in/coachjoelukacs/
Magellan Network and Mastermind: https://www.magellannetwork.net/

Chris Stanley - A Day in the Life - Ep. 15

Sun, 11 Sep 2022 12:00:00 -0400

Video Version: https://www.youtube.com/watch?v=xGQyIKHhvvc&t=1s

In one of the weirdest insurance content creator mashups I could've ever imagined, Darren Bloomfield chats with Chris Stanley, author of 21 books, Founder and CEO at IA Path. They discuss independent adjusters (IAs), claims, the future of insurance, carefully crafting a live you love, and so much more. An incredibly fun episode! #insurance #claims #independentadjuster #insurtech

Chris Stanley: https://www.linkedin.com/in/iapath/

Chris Senkbile, CEO at Ferro - PIR Ep 357

Sun, 11 Sep 2022 12:00:00 -0400

Video Version: https://youtu.be/jIiQP_4pC8Y

Tony chats with Chris Senkbile, CEO at Ferro. Ferro helps speed up renewals for insurance agents by 75% 🤯! Note for High Ds: Jump to 10:50 where we start talking about insurance. Chris is a broker (to this day) and recognized his customers hated THE PROCESS of insurance, and identified that commercial P&C needed a true client platform so he went ahead and created it. #BrokerTech #Insurance #Insurtech

Chris Senkbile: https://www.linkedin.com/in/chris-senkbile-06926240/
Project Ferro: https://projectferro.com/

Tanner Hacket, CEO at Counterpart - PIR Ep. 356

Sun, 11 Sep 2022 12:00:00 -0400

Video Version: https://youtu.be/8hcFo2MNQ6g

Tony chats with Tanner Hackett, CEO at Counterpart. They are an insurtech MGU focused on the very old-fashioned Management Liability side of insurance. A fascinating conversation!

Tanner Hackett: https://www.linkedin.com/in/tannerhackett/
Counterpart: https://yourcounterpart.com/

Diandra Nims, Media Liability Underwriter - Day in the Life E14

Sun, 11 Sep 2022 12:00:00 -0400

Video Version: https://youtu.be/41Mvjmx-DXY

Darren Bloomfield chats with Diandra Nims about her life as a Media Liability Underwriter. #Insurance #Insurtech #careers

Diandra: https://www.linkedin.com/in/diandra-nims-a3042349/

Dominic Lee, The Maverick Actuary and Chelsea Adler, Inspiring Actuaries. PIR Ep. 355

Sun, 11 Sep 2022 12:00:00 -0400

Video Version: https://youtu.be/kh_3uZnDwko

Tony chats with two young actuaries that are visibly improving the actuarial space for future actuaries. AN AMAZING CONVERSATION! Don't miss it!

Dominic Lee: https://www.linkedin.com/in/dominic-lee-acas-149b7228/
Chelsea Adler: https://www.linkedin.com/in/chelsea-adler-fcas-maaa/

Extensive Show Notes (because actuaries):

Dominic's social:
Instagram: @themaverickactuary
https://www.instagram.com/themaverickactuary/

YouTube: @Dominic Lee
https://youtu.be/_Ba5wBGeUBk

Twitter: @maverickactuary
https://twitter.com/maverickactuary

TikTok: @themaverickactuary
https://vm.tiktok.com/TTPdALSMBc/

Chelsea's Social:

- YouTube: https://youtube.com/c/ChelseaAdlerFCAS
- Blog: InspiringActuaries.com
- IG: https://www.instagram.com/inspiring_actuaries/
- LinkedIn: www.linkedin.com/in/chelsea-adler-fcas-maaa
- TikTok: https://www.tiktok.com/@inspiring_actuaries

Martin Calhoun, Life Insurance Director of National Accounts - My Next Insurance Adventure Ep. 2

Sun, 11 Sep 2022 11:00:00 -0400

Martin Calhoun, has had an incredible career in the sales and sales management side of the insurance industry and he's currently available for his next adventure. Interview by Meg McKeen.

Martin: https://www.linkedin.com/in/martincalhoun/

Ed Halsey, COO Co-Founder at hubb - PIR Ep. 354

Wed, 31 Aug 2022 07:00:00 -0400

Video Version: https://youtu.be/rg3oqTHIzIA

Tony chats with Ed Halsey about #insurance, #insurtech, and a bunch of random topics.

Ed Halsey: https://www.linkedin.com/in/edwardhalsey/
Prior Episode with Ed: https://www.youtube.com/watch?v=JKcev8PXTJI

Ben Lewis, VP of Insurance at Edge Case Research - Ep. 353

Wed, 31 Aug 2022 07:00:00 -0400

Video Version: https://youtu.be/Tyf3UeQRbIU

Tony chats with Ben Lewis, VP of Insurance at Edge Case Research. Edge Case Research and Edge Case Risk Management help companies go to market with safe autonomous technology AKA self-driving cars. A fascinating conversation about this crucially important topic of the future of insurance.

Ben Lewis: https://www.linkedin.com/in/rpibenjaminlewis/
Edge Case: https://www.ecr.ai/

Bobbie Shrivastav, Co-Founder and Chief Product Officer at Benekiva - PIR Ep. 352

Wed, 31 Aug 2022 07:00:00 -0400

Video Version: https://youtu.be/ZEeUjPecVt8

Tony chats with Bobbie Shrivastav, Co-Founder and Chief Product Officer at Benekiva. Bobbie and her team have created a platform for Life, Annuity, and Disability insurance to help them with claims processing handling claims intake all the way to payout including audit, all from a claimant first perspective. #insurance #insurtech #lifeinsurance

Bobbie Shrivastav: https://www.linkedin.com/in/bobbieshrivastav/
Benekiva: https://benekiva.com/

Kate Stillwell, Founder at Jumpstart and President Parametric at Neptune Flood - PIR Ep. 351

Sun, 28 Aug 2022 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=N2X3wa6qTNM&t=1s

Tony chats with Kate Stillwell about why and how she built the first parametric earthquake insurance product in the US. An incredibly interesting conversation that you simply don't want to miss.

Kate Stillwell: https://www.linkedin.com/in/stillwellkate/
Jumpstart: https://www.jumpstartinsurance.com/
Neptune Flood: https://neptuneflood.com/

Caribou Honig, Chairman and Cofounder at ITC - Profiles in Risk Ep. 350!!!!

Sun, 28 Aug 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=cISVOzDQyKM&t=1s

Tony chats with Caribou Honig, Chairman, and Founder at Insurtech Connect. This was such an incredible conversation that I won't even try to summarize. Quite simply, don't miss this one!

Frank Giaoui, Founder and President at Optimalex - PIR Ep. 349

Sun, 28 Aug 2022 07:00:00 -0400

Video Version: https://youtu.be/VGzOh8V2_a8

Tony chats with Frank Giaoui, Founder and President at Optimalex. Frank holds a PhD in Compared Law & Economics from La Sorbonne. He's also a Post-Doc researcher at Columbia in Contract Law & Economics. His company Optimalex takes Legal Predictive Intelligence to the highest level of accuracy and fairness: their suite of legal predictive solutions analyzes settlements and legal decisions on damages compensation through up-to-date machine learning and natural language processing techniques. #insurance #insurtech #legaltech

Frank Giaoui: https://www.linkedin.com/in/franckgiaoui/
Optimalex: https://www.optimalexsolutions.com/

David Wright - Author "The Social Science of Insurance" - PIR Ep. 348

Sun, 28 Aug 2022 07:00:00 -0400

Video Version: https://youtu.be/QLLJJg8n4u0

Tony chats with David Wright, an actuary turned salesperson, and life-long nerd and deep thinker. David runs the amazing The Not Unreasonable Podcast. David is authoring a series of essays titled "The Social Science of Insurance" that I expect will quickly become #insurance classics!

The Social Science of Insurance: https://notunreasonable.com/the-social-science-of-insurance/

David Wright: https://www.linkedin.com/in/david-wright-73661214/
The Not Unreasonable Podcast: https://notunreasonable.com/

Aravind Ravi, Co-Founder and CEO at Inaza - PIR Ep. 347

Thu, 18 Aug 2022 13:00:00 -0400

Tony chats with Aravind Ravi, Co-Founder and CEO at Inaza, a connected data platform for motor insurers. They collect data from multiple sources to analyze motor risks.

Aravind Ravi: https://www.linkedin.com/in/aravindkumarravi/
Inaza: https://www.inaza.com/

Julianna Parsons - My Next Insurance Adventure Ep. 1

Thu, 18 Aug 2022 12:00:00 -0400

Video Version: https://youtu.be/08VUZw9cKwQ

Julianna Parsons has awesome experience in Life Insurance Underwriting and would love to get some P&C underwriting experience and is seeking her next adventure.

Julianna Parsons: https://www.linkedin.com/in/jparsonsledbetter/

Carl Ziade and Pierre Vertil - Co-Founders at Gaya - PIR Ep. 347

Thu, 18 Aug 2022 09:00:00 -0400

Video Version: https://youtu.be/qFlWJ8GoWLg

Tony chat with Carl Ziadé and Jean-Pierre Vertil, Co-Founders at Gaya. They are working to help insurance agencies expand their offerings by making it easy to help your clients with better auto financing. We also discuss vampire insurance, UFO insurance, and why I was wearing a giant patch on my neck even though I'm not a smoker! A fun episode you don't want to miss.

Carl Ziade: https://www.linkedin.com/in/carlziade/
Jean-Pierre Vertil: https://www.linkedin.com/in/jpvertil/
Gaya: https://www.gayafi.com/

Alicia Sandlin, Profiles in Risk - Episode 345

Tue, 16 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/KZy3auM9Bwk

Tony chats with Alicia Sandlin about her incredible career in #insurance and #insurtech. There's a lot to learn here for young professionals! As of recording date Alicia is available for her next adventure, but hurry, she might be taken soon.

Alicia Sandlin: https://www.linkedin.com/in/aliciasfo/

Andrew Peet - Profiles in Risk Ep. 344

Tue, 16 Aug 2022 07:00:00 -0400

Video Version: https://youtu.be/oKAzHeVS57s

Tony chats with Andrew Peet about why #insurance and #insurtech organizations should hire more former teachers, professors, and educators. A wonderful conversation!

Andrew Peet: https://www.linkedin.com/in/andrew-peet-7382079/

Upasana Unni, Chief Commercial Officer at Sayata - PIR Ep. 343

Tue, 16 Aug 2022 06:00:00 -0400

Video Version: https://youtu.be/J_kJVAnd3Hk

Tony chats with Upasana Unni, Chief Commercial Officer at Sayata, the easiest place for a wholesale insurance broker to place business insurance for small commercial risks.

Upasana Unni: https://www.linkedin.com/in/upasana-unni-b9b2127/
Sayata: https://www.sayata.com/

Niji Sabharwal, Co-Founder and CEO at AgentSync - PIR Ep. 342

Tue, 16 Aug 2022 06:00:00 -0400

Video Version: https://youtu.be/XmdhJWeLMVk

Tony chats with Niji Sabharwal, Co-Founder and CEO at AgentSync, the insurance producer compliance management platform for retail agents, wholesalers, and carriers. They get agents from hand-raises to ready to sell as quickly and efficiently as possible.

Niji Sabharwal: https://www.linkedin.com/in/akaniji/
AgentSync: https://agentsync.io/

Philip Charles-Pierre, CEO & Co-Founder at Semsee - PIR Ep. 341

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/HLec3_o9f9w

Tony chats with Philip Charles-Pierre, CEO & Co-Founder at Semsee. Semsee is a single entry multiple carrier interface. A platform that helps agents connect to carriers. They have a strong focus on risk mitigation for small businesses and focused on coverage, not just on price.

Philip Charles-Pierre: https://www.linkedin.com/in/philip-charles-pierre-4474a82/
Semsee: https://semsee.com/new-homepage

Michael Lebor, CEO at InsuranceGIG.com - PIR Ep. 340

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/oBWeXt-xLns

Tony chats with Michael Lebor, CEO at InsuranceGIG, an app market designed specifically for #InsurTech making access to #insurance technology easier, faster, and without risk.

Michael Lebor: https://www.linkedin.com/in/michaellebor/
InsuranceGIG: https://www.InsuranceGig.com

Steph Tulley, Founder and CEO at Actuology - PIR Ep. 339

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/YSsro6Td8E8

Tony chats with Steph Tulley, Founder and CEO at Actuology, the first automated advisor service, especially for #insurance and #insurtech. It's a very cool commercial insurance marketplace with an awesome interface. They're still very early in the process, but it looks very cool!

Steph Tulley: https://www.linkedin.com/in/stephtulley/
Actuology: https://actuology.com/

Garrett Kurtt and Jessi West Gutesky Final at OneClick Code - PIR Ep 338

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/Jg1qz-ksedA

Tony chats with Garrett Kurtt, Founder & CEO and Jessi West Gutesky, Director of Marketing at OneClick Code. They make it possible for adjusters, roofers, and anyone else to get all the information they need about local building codes in one click. Pretty cool for claims!

Garrett: https://www.linkedin.com/in/garrettkurtt/
Jessi: https://www.linkedin.com/in/jessi-west-lundeen-29081ab4/
OneClick Code: https://www.oneclickcode.com/

Amanda Cohen, Director of Product at Resolver - PIR Ep 338

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/wLIyv66Jmgc

Tony chats with Amanda Cohen, Director of Product at Resolver. Resolver transforms Risk Management into Risk Intelligence. Their intuitive and integrated risk software for enterprise organizations offers solutions for corporate security, risk & compliance, and information security teams. Resolver empowers businesses to respond effectively to regulatory and market shifts, to discover insights from security and risk incidents, and to streamline risk operations throughout the organization.

Amanda Cohen: https://www.linkedin.com/in/amanda-cohen-0b4b81a6/
Resolver: https://www.resolver.com/

Ifty Kerzner, Co-Founder & President at Kissterra - PIR Ep. 337

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/nEld7lEn7gk

Tony chats with Ifty Kerzner, Co-Founder & President at Kissterrra, the world's first insurance marketing operation system! They help insurance carriers focused on the US run effective, efficient, and profitable digital marketing and distribution campaigns.

Ifty Kerzner: https://www.linkedin.com/in/ifty-kerzner/
Kissterra: https://kissterra.com/

Wes Becknell, VP of Marketing at Rocklake Insurance Group - PIR Ep. 336

Sun, 07 Aug 2022 08:00:00 -0400

Video Version: https://youtu.be/Bc0JOaA99DQ

Tony chats with Wes Becknell, VP of Marketing at Rocklake Insurance Group. Rocklake is an online trucking MGA, they harness the power of technology and analytics to help you with your trucking risks.

Wes Becknell: https://www.linkedin.com/in/wbecknell/
Rocklake Insurance Group: https://rocklakeig.com/

Jonathan Maloney, Director of Distribution at Talage - PIR Ep 335

Sun, 17 Jul 2022 10:00:00 -0400

Video Version: https://youtu.be/J1aP12BI4Ug

Tony chats with Jonathan Maloney, Director of Distribution at Talage, getting into more detail on how Talage partners with brokers and wholesalers.

Jonathan Maloney: https://www.linkedin.com/in/jonathanmaloney/
Talage: https://www.talageins.com/insnerds?utm_campaign=Insurance%20Nerds&utm_source=youtube&utm_medium=paidsocial&utm_content=Video%20Sponsor

Jason Cutter, CEO at Cutter Consulting Group - PIR Ep 334

Sun, 17 Jul 2022 10:00:00 -0400

Today's episode is sponsored by Talage - The API Driven Digital Distribution Platform for Commercial Insurance. Learn more: https://www.talageins.com/insnerds?utm_campaign=Insurance%20Nerds&utm_source=youtube&utm_medium=paidsocial&utm_content=Video%20Sponsor

Video Version: https://youtu.be/Xc3O3_TvPos

Tony chats with Jason Cutter, Founder and CEO at Cutter Consulting Group about sales, salespeople, sales leadership, and how to get it right. An absolutely mandatory conversation for anyone in sales or managing sales organizations!

Jason Cutter: https://www.linkedin.com/in/jascut/
Cutter Consulting Group: https://www.cutterconsultinggroup.com/

Michelle Bothe, CEO at Finsure Consulting - PIR Ep. 333

Sun, 17 Jul 2022 09:00:00 -0400

Video Version: https://youtu.be/XngSCaPPu3w

Today's episode is sponsored by Talage - The API Driven Digital Distribution Platform for Commercial Insurance. Learn more: https://www.talageins.com/insnerds?utm_campaign=Insurance%20Nerds&utm_source=youtube&utm_medium=paidsocial&utm_content=Video%20Sponsor

Tony chats with Michelle Bothe, CEO at Finsure Consulting. Michelle has partnered with several insurtechs to help them figure out the right tech stacks for them. This was is one fascinating conversation!

Michelle: https://www.linkedin.com/in/mbothe/
Finsure Consulting: https://www.finsure.us/

Aaron Ammar, Chief Insurance Officer at Roamly - PIR Ep 332

Sun, 17 Jul 2022 09:00:00 -0400

Video Version: https://youtu.be/aBOT0Jpsr1M

Insurance Nerds is sponsored by Talage: The API Driven Commercial Distribution Platform. Learn more: https://www.talageins.com/insnerds?ut...

Tony chats with Aaron Ammar, Chief Insurance Officer at Roamly who is a rarity. He's a second time insurtech founder! Roamly is an insurtech focused on offering RV insurance.

Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/
Roamly: https://www.roamly.com/

Alex Frommeyer, Founder and CEO at Beam Benefits - PIR 331

Sun, 17 Jul 2022 09:00:00 -0400

https://youtu.be/72OaBQEN5qE

Tony chats with Alex Frommeyer, Founder and CEO at Beam Benefits about how they have revolutionized the group benefits process for small and medium-sized businesses with their digitally native platform, AI-powered underwriting, and Beam Perks program.

Alex Frommeyer: https://www.linkedin.com/in/alexfrommeyer/
Beam Benefits: https://www.beambenefits.com/

Eran Shirazi, Co-Founder and CTO at EasySend - PIR Ep 330

Sun, 17 Jul 2022 09:00:00 -0400

Video Version: https://youtu.be/96ThwM1bhDk

Tony chats with Eran Shirazi, Co-Founder and CTO at EasySend. With offices in Israel, the US, Japan, Australia and Germany, EasySend serves the insurance industry giving us a much better way to send required paperwork in a much more efficient way that's less frustrating both to your staff and to the customer.

Eran Shirazi: https://www.linkedin.com/in/eranshirazi/
EasySend: https://www.easysend.io/

Eyhab Aejaz, Co-Founder and CEO at Breach - PIR 329

Mon, 27 Jun 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=dnM15AHPpPM

Tony chat swith Eyhab Aejaz, Co-Founder and CEO at Breach. They created the first regulated insurance product for retail crypto investors. Fascinating conversation on why and how they created this product and how it is underwriten.

Eyhab Aejaz: https://www.linkedin.com/in/eyhabaejaz/
Breach: https://www.breachinsured.com/

The Insurance Elephant - PIR Ep. 328

Mon, 27 Jun 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=vI6Frmf0zNU

Tony chats with Carlos Miguel Vidan and Patrick Kelahan about The Insurance Elephant, their new effort to help insurtechs in developing markets scale, raise funds and improve their operations.

Carlos Miguel: https://www.linkedin.com/in/carlos-miguel-vidal/
Patrick: https://www.linkedin.com/in/patrickkelahan/

Isaac Hicks, CEO at Slipbot - PIR Ep. 327

Mon, 27 Jun 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=2vsRVfyS3pY

Tony chats with Isaac Hicks, CEO at Slipbot, which helps reinsurers automatically documents Treaty and Facultative Reinsurance Slips.

Isaac Hicks: https://www.linkedin.com/in/issac-hicks-13148264/
Slipbot: https://get.slipbot.io/slipbot/

Tomer Kashi, Co-Founder and CEO at VOOM - PIR 326

Fri, 10 Jun 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=K36kt89nN3s

Tony chats with Tomer Kashi, Co-Founder and CEO at VOOM. They are a full-stack digital insurance company for mobility including commercial drones and by the mile motorcycle #insurance.

Tomer Kashi: https://www.linkedin.com/in/tomer-kashi-b7a910b7/
VOOM: https://www.voominsurance.com/

Jon Sabes, CEO at FOXO Technologies - PIR Ep 325

Fri, 10 Jun 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=7GrSqROyCL4

For important legal information related to FOXO’s SPAC announcement, please see the following SEC disclosure at bit.ly/social-disclaimer.

Tony chats with Jon Sabes, CEO at FOXO Technologies about the Life Insurance industry, and how FOXO is transforming the global longevity insurance industry with a next-generation underwriting protocol and consumer engagement platform based on epigenetic technology and insights. A fascinating conversation!

Jon Sabes: https://www.linkedin.com/in/jon-sabes-14368257/
FOXO Technologies: https://foxotechnologies.com/

Layla Atya, Founder at Quantumerge - PIR Ep 324

Sat, 04 Jun 2022 20:00:00 -0400

Video Version: https://www.youtube.com/watch?v=OmB6t--4xwg

Tony chats with Layla Atya, Founder at Quantumerge about the exotic world of Transactional Liability Insurance. Did you know there was such a thing as insurance for M&A?

Layla Atya: https://www.linkedin.com/in/tlatya/
Quantumerge: https://quantumerge.com/

Dustin Walsey, Co-Founder at Buckle - PIR Ep. 323

Sat, 04 Jun 2022 20:00:00 -0400

Video Version: https://www.youtube.com/watch?v=dnVJ8PmTnJ0

Tony chats with Dustin Walsey, Co-Founder at Buckle about how they built insurance for the sharing economy and especially ride-share and delivery drivers.

Dustin Walsey: https://www.linkedin.com/in/dustin-walsey/
Buckle: https://www.buckleup.com/

Jamie Peers, Synatic - PIR EP 322

Mon, 23 May 2022 06:00:00 -0400

Tony chats with Jamie Peers, VP of Business Development at Synatic. Synatic is a data automation and integration that makes data and integration easy. They can help you build your data warehouse and make sure data is flowing properly.

Jamie Peers: https://www.linkedin.com/in/jamiepeers/
Synatic: https://www.synatic.com/

Jeremy Gottschalk - A Day in the Life - E12

Mon, 23 May 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=oDED-B9qRag&t=1s

Darren chats with Jeremy Gottschalk, and insurance attorney and founder of Marketplace Risk.

Daniel Demetri, Founder and CEO at Trellis - PIR Ep 321

Mon, 23 May 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=gMKdxt6a_P4

Tony chats with Daniel Demetri, Founder and CEO at Trellis. They help insurance consumers find the right insurance for them, not just based on price, but also based on coverages and much more.

Daniel Demetri: https://www.linkedin.com/in/danieldemetri/
Trellis: https://trellisconnect.com/

Steve Lekas and Joe Emison, Co-Founders at Branch - PIR Ep 320

Mon, 09 May 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=JH95KV4zdS8

Tony chats with Steve Lekas and Joe Emison, Co-Founders at Branch about their full-stack home and auto insurtech carrier and much more wonderful nerding out about insurance. I was very impressed by them!

Steve Lekas: https://www.linkedin.com/in/steve-lekas/
Joe Emison: https://www.linkedin.com/in/joemastersemison/
Branch: https://www.ourbranch.com/

Beau Bratton, Founder and CEO at Ricochet360 - PIR Ep 319

Mon, 09 May 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=1OjxicJ5-80

Tony chats with Beau Bratton, Founder and CEO at Ricochet360. We go a bit deep on different types of dialers work and how their software gives even small agents superpowers for their outbound sales efforts. Very interesting stuff, I had no idea that this level of sophistication was available outside of very large call centers.

Beau Bratton: https://www.linkedin.com/in/beaubratton/
Ricochet360: https://www.ricochet360.com/

Ryne Ring, Head of Insurance at Bunker - PIR Ep 318

Mon, 09 May 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=YBK4EnZTprU

Tony chats with Ryne Ring, Head of Insurance at Bunker, an insurtech turned agency who has "resurrected".

Ryne Ring: https://www.linkedin.com/in/ryne-ring-2418b22a/
Bunker: https://enterprise.buildbunker.com/

Steve Anderson, Co-Founder & CEO at Catalyit - PIR Ep 317

Mon, 09 May 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=_RKXwIH-xW4

Tony chats with Steve Anderson, Co-Founder & CEO at Catalyit about how he was tapped on the shoulder by a group of state Big I associations and ended up creaitng Catalyit, which is dedicated to helping insurance agencies and brokerages to discover, evaluate, select and finally implement the technologies needed to thrive going forward. One of the biggest challenges brokerages face is figuring out which of the literally thousands of technology options to implement. Catalyit can help and at a mind-blowing price point.

Steve Anderson: https://www.linkedin.com/in/stevetn/
Catalyit: https://catalyit.com/forleaders/

John Warren - PIR Ep. 316

Mon, 09 May 2022 06:00:00 -0400

https://www.youtube.com/watch?v=3dfTqebfM24

Tony Chats with John Warren, a life-long Life Insurance experience who has been playing in the intersection between life insurance and insurtech. We talk about Life, Annuities, etc distribution in the modern environment, what he has learned rolling out 3 platforms at different carriers and why insurance is a wonderful industries.

John Warren: https://www.linkedin.com/in/jrwarren/

Matthew Sutika, Chief Insurance Officer at Obie - PIR Ep 315

Mon, 09 May 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=OH4jvZJs2sQ

Tony chats with Matthew Sutika, Chief Insurance Officer at Obie about how and why Obie decided to improve the insurance options for landlords who own multiple dwellings.

Matthew Sutika: https://www.linkedin.com/in/matthew-sutika-a9a98013a/
Obie: https://www.obierisk.com/

Laura Gregory, Insurance Litigation Expert - PIR Ep 314

Fri, 22 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=KNIDJRdHsiE

Nick chats with Laura Gregory about insurance litigation. Originally recorded for the Yellow Book Podcast but now released under the Profiles in Risk umbrella.

Laura Gregory: https://www.linkedin.com/in/laura-gregory/

Adam Kiefer, CEO & Co-Founder at Talage - PIR Ep 313

Fri, 22 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=RtucmcSHlsg&t=222s

Tony chats with Adam Keifer, CEO & Co-Founder at Talage, a complete digital distribution platform for small commercial insurance.

Adam Keifer: https://www.linkedin.com/in/adamkiefer/
Talage: https://www.talageins.com

David McFarland, Founder and CEO at Coterie - PIR Ep 312

Fri, 22 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=2AG3FGmjhKs

Tony chats with David McFarland, Founder and CEO at Coterie, an insurance manufacturer who works with both traditional and non-traditional distribution partners with a strong focus in the small commercial space.

David McFarland: https://www.linkedin.com/in/davidmcfarland23/
Coterie: https://coterieinsurance.com/

Jeff Shi, CEO at QuoteHound - PIR Ep 311

Fri, 22 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=KG1CJxdgjFs

Tony chats with Jeff Shi, long time agent and now CEO at QuoteHound, which helps agents strategically manage leads in a more effective way.

Jeff Shi: https://www.linkedin.com/in/jeffshiva/
QuoteHound: https://www.quotehound.com/

Andrew Wynn, Co-Founder at Ascend - PIR Ep 310

Fri, 22 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=gUTnza9xvy4

Tony chats with Andrew Wynn, Co-Founder at Ascend, a modern all-in one payment system built for insurance, even E&S and premium finance!

Andrew Wynn: https://www.linkedin.com/in/wynnandrewj/
Ascend: https://www.UseAscend.com

Dan Woods, CEO at Socotra - PIR Ep 309

Wed, 13 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=HLLf9pvBzOE

Tony chats with Dan Woods, CEO at Socotra, the first truly modern core insurance system that is truly cloud. Socotra is used by many insurtech MGAs as their policy admin and underwriting system. I learned a lot in this conversation. Don't miss it!

Dan Woods: https://www.linkedin.com/in/danwoods1/
Socotra: https://www.socotra.com/

Hugues Bertin, CEO at Digital Insurance LatAm - PIR Ep 308

Wed, 13 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=1I3_Z2DPVtQ

Tony chats with Hugues Bertin, CEO at Digital Insurance LatAm about the Latin America Insurtech space.

Hugues Bertin: https://www.linkedin.com/in/bertinhugues/
Digital Insurance LatAm: https://www.digitalinsurance.lat/

Brendan Corr, The Loss Run Pros - PIR Ep. 307

Wed, 13 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=-VvnG0WOrcY

Tony chats with Brendan Corr of The Loss Run Pros about this weirdly inefficient part of the insurance process and how they're helping agencies get loss runs much more efficiently.

Brendan Corr: https://www.linkedin.com/in/brenden-corr-75a17013/
Loss Run Pros: https://www.lossrunpro.com/

Patrick Zerarka, CEO at EzyTise - PIR EP 306

Thu, 07 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=RGirxhfnfjc

Tony chats with Patrick Zerarka, CEO at EzyTise about how they help #insurance agencies with their sales and marketing automation system.

Patrick Zerarka: https://www.linkedin.com/in/patrickzerarka/
EzyTise: https://ezytise.com/

David Fontain, Founder and CEO at Foresight - PIR Ep. 305

Thu, 07 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=TLCbFQCIF8U&t=2s

Tony chats with David Fontain, Founder and CEO at Foresight about their recent fundraising, the future of insurtech, the planned expansion of Foresight and more!

David Fontain: https://www.linkedin.com/in/davidfontain/
Foresight: https://getforesight.com/

Michael Pallas, Co-Founder at Flow Flood Insurance - PIR Ep 304

Thu, 07 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=__TGVmutEbw

Tony chats with Michael Pallas, Co-Founder at Flow Flood Insurance about Flood, Biggert-Waters, Flood 2.0 and what it's like to get an insurtech off of the ground.

Michael Pallas: https://www.linkedin.com/in/michaelpallas/
Flow Flood: https://flowinsurance.com/

Staff Boom - PIR Ep 303

Thu, 07 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=ZgrFDUzgBw8

I chat with Kelly Wade and Diana DePaola at Staff Boom. They can help agencies and MGAs outsource some of your service needs.

Kelly Wade: https://www.linkedin.com/in/kelly-wade-141596157/
Diana DePaola: https://www.linkedin.com/in/diana-depaola-b0b3a45a/
Staff Boom: https://www.staffboom.com/

Jocelyn Getson, Chief Growth Officer at Bindable - PIR Ep 302

Mon, 04 Apr 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=nuurh-W-2aY

Tony chats with Jocelyn Getson about Bindable, an insurtech and digital brokerage firm transforming the embedded and affinity insurance business

Jocelyn: https://www.linkedin.com/in/jocelyn-getson/
Bindable: https://bindable.com/

Sergey Litvinenko, Co-Founder and CEO at Koop Technologies - PIR Ep 301

Mon, 04 Apr 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=aLiwVc7i_LY

Tony chats with Sergey Litvinenko, Co-Founder and CEO at Koop Technologies about autonomous vehicles and how Koop can help carriers deal with this new world.

Sergey: https://www.linkedin.com/in/sergey-from-koop/
Koop: https://www.koop.ai/

Julian Sylvestro - A Day in the Life - E10

Mon, 04 Apr 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=hkeeHOI7h0c

Darren Bloomfield chats with Julian Sylestro about his experience in Cyber, both insurance and response.

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

Peter Velardi, CEO at ReferMe IQ - PIR Ep 300!

Fri, 01 Apr 2022 07:00:00 -0400

Video version: https://www.youtube.com/watch?v=QS8Qm-rFfmI

Tony chats with Peter Velardi, CEO at ReferMe IQ about the importance of referrals, and most importantly how to make sure the behaviors that we know lead to referrals never get missed.

Peter Velardi: https://www.linkedin.com/in/psvelardi/
ReferMe IQ: https://www.refermeiq.com/

Peter MacDonald, Co-Founder & CEO at Wunderite - PIR Ep 299

Fri, 01 Apr 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=ipgZy6pZITk

I chatted with Peter MacDonald about Wunderite's mission to be the very best tool for independent agents and brokers to collaboratively fill out insurance applications (including supplementals and schedules). Created by brokers, for brokers, and a graduate of the BrokerTech accelerator. In this fun chat we talked about insurance, farms, petting zoos, going through two accelerators at once, and how to choose the right accelerator.

Peter: https://www.linkedin.com/in/petemacdonald/
Wunderite: https://www.wunderite.com/

Charles Merritt, Co-Founder and CEO at Buddy - PIR Ep 298

Thu, 24 Mar 2022 06:00:00 -0400

Video Version: https://www.youtube.com/watch?v=IWI1zxTT6nM

Tony chats with Charles Merritt, Co-Founder and CEO at Buddy, the insurance gateway for people who build software. They give product teams and developers who are being tasked with integrating insurance APIs inside of applications which helps accelerate distribution of digital insurance products.

Charles: https://www.linkedin.com/in/charlesmerritt/
Buddy: https://buddy.insure/

Frank Sentner - Profiles in Risk Ep 297

Wed, 23 Mar 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=YarMk2dd6f8

Tony chats with Frank Sentner about his lifetime of experience in the insurance technology space since the late 1970s. A great conversation about the history, present and future of insurance technology in the agency space.

Frank Sentner: https://www.linkedin.com/in/franksentner/

Andrew Jernigan, CEO at Insured Nomads - PIR Ep 296

Wed, 23 Mar 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=mBYBQpfRycY

Tony chats with Andrew Jernigan, CEO at Insured Nomads about the international health insurance market and how Covid radically changed the world of nomads.

Andrew Jernigan: https://www.linkedin.com/in/andrewjernigan/
Insured Nomads: https://www.insurednomads.com/

Aaron Mikulsky, Love 2 Lead Consulting - PIR Ep. 296

Wed, 23 Mar 2022 07:00:00 -0400

Video Version: https://www.youtube.com/watch?v=MCy85UcyFGk&t=89s

Tony chats with Aaron Mikulsky, former insurance executive and operations expert about his career, his consulting company and about leadership in general.

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

Kevin Abramson, Presidet at Cover Whale - PIR - Ep 295

Mon, 21 Mar 2022 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=y0iKmH1ON5E

Tony chats with Kevin Abramson, President at Cover Whale, an insurtech MGA transforming the commercial auto industry using data to make the road safer and save lives.

Kevin Abramson: https://www.linkedin.com/in/kevin-abramson-7175915/
Cover Whale: https://www.coverwhale.com/

Assaf Henkin Co-Founder, President and COO at Sproutt - PIR Ep. 294

Mon, 21 Mar 2022 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=xJbC6hX5xfE

Chatted with Assaf Henkin, President at Sproutt, a very cool life insurance platform that is modernizing the application process which historically has been beyond painful.

Assaf Henkin: https://www.linkedin.com/in/ahenkin/
Sproutt: https://sproutt.com/

Karina Plis, Surety Bonds LLC - Ep 293

Mon, 21 Mar 2022 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=oiTmFst3qkk

I met Karina at CPCU In-2-Risk. 2021 and was impressed by her passion for the surety bonds side of insurance. We finally got together to record a video about careers in the surety side of the industry.

Karina Plus: https://www.linkedin.com/in/karinafic/

Dr. Hannah Farber, PhD - Author of "Underwriters of the United States" - PIR Ep 292

Mon, 21 Mar 2022 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=mCub54WV_70

Tony chats with Dr. Hannah Farber, PhD about her book "Underwriters of the United States: How Insurance Shaped the American Founding" about her fascinating book. This book will be as important for #insurance as "Against the Gods".

The book: https://www.amazon.com/Underwriters-United-States-Insurance-University/dp/1469663635/ref=sr_1_1?keywords=underwriters+of+the+united+states&qid=1647863996&sprefix=underwriters+of+the%2Caps%2C59&sr=8-1

Adam Meshekow, Co-Founder and Chief Growth Officer at Leap PIR Ep 291

Wed, 09 Mar 2022 08:00:00 -0500

Video Version: https://www.youtube.com/watch?v=2E2BDd3tmPk

Tony chats with Adam Meshekow, Co-Founder and Chief Growth Officer at Leap about how they're modernizing the Deposit Replacement and Rent Guaranty areas of insurance which I knew nothing about before this conversation. Very interesting area!

Adam: https://www.linkedin.com/in/adammeshekow/
Leap: https://www.leapeasy.com/

Jon Broder, Founder of Vortex Legal, ZipClaims and DepoAI - PIR Ep - 289

Tue, 08 Mar 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=9H_531N0CSo

Jon Broder is an attorney unhappy with the way attorneys work when it comes to insurance claims and has started a few different startups to address this issue from Vortex Legal to have somebody attend a deposition, to Zip Claims and DepoAI. A very interesting conversation about the state of legal claims technology.

Jon Broder: https://www.linkedin.com/in/jonbroder/
Vortex Legal: https://vortexlegal.com/
ZipClaims: https://zipclaims.com/

Brian Fritton, CEO at Havoc Shield - PIR Ep 288

Tue, 08 Mar 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=NttM6ZOneHw&t=1s

I chatted with Brian Fritton, CEO at Havoc Shield about cyber risks, especially for small businesses and how Havoc Shield can protect even your small agencies.

Brian Fritton: https://www.linkedin.com/in/bfritton/
Havoc Shield: https://havocshield.com/product

Nicos Vekiarides, CEO at Attestiv - PIR Ep 287

Tue, 08 Mar 2022 06:00:00 -0500

Nicos Vekiarides comes back on Profiles in Risk to give us an update on Attestiv.

Nicos: https://www.linkedin.com/in/nicos-vekiarides-4574723/
Attestiv: https://attestiv.com/

Katelyn Johnson, AmFam Ventures - PIR Ep 286

Tue, 08 Mar 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=3Loi50ZA1QM

Nick Lamparelli chats with Katelyn Johnson of AmFam Ventures about the insurtech venture market.

Melissa Arronte, People Analytics Expert - PIR Ep 285

Tue, 08 Mar 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=Y9QbykRQ0Is
I chatted with Melissa Arronte about People Analytics and Medalia.

Melissa: https://www.linkedin.com/in/melissa-arronte-0008a02/
Medallia: Medallia.com

The Wilsons, A Different View of Risk - PIR Ep 284

Thu, 17 Feb 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=LRmkpM2Ny4Q

In this episode originally record for the Yellow Book Road but now released through Profiles in Risk, Nick Lamparelli chats with Insurance legend Bill Wilson and his son John about insurance and sports gambling and how risk is managed in these two worlds.

Kate Dixon, Salary Negotiation Expert - PIR Ep 283

Thu, 17 Feb 2022 06:00:00 -0500

https://www.youtube.com/watch?v=JZlODteeZ3M

Kate Dixon spent decades in executive compensation at gigantic companies and then starting a coaching company to help people better negotiate pay. You can't afford to miss this episode.

Kate Dixon: https://www.linkedin.com/in/kate-dixon-coach/
Kate's Book: https://www.amazon.com/Pay-UP-Unlocking-Insider-Negotiation/

Stuart Winchester, CEO & Founder at Marble - PIR Ep 282

Thu, 17 Feb 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=xvNioyLTWEc

Tony has a great conversation with Stuart Winchester, CEO and Founder at Marbel, about insurance, behavioral economics and how a reward system can not only retain your insureds but also make them into better risks.

Stuart: https://www.linkedin.com/in/stuartwin...
Marble: https://www.marblepay.com/

Itay Ben-Zaken, Co-Founder and CEO at Honeycomb - PIR Ep 281

Thu, 17 Feb 2022 06:00:00 -0500

Video Version: https://www.youtube.com/watch?v=ZFyXEooeOTA

Nick chats with Itay Ben Zaken about Honeycom, which offers Real Estate Insurance Reinvented. Better coverage in a fraction of the time at a fraction of the cost.

Itay Ben-Zaken: https://www.linkedin.com/in/itai-ben-...
Honeycomb: https://honeycombinsurance.com/

Amit Kalra, VP of Insurance at Billy - PIR Ep 280

Thu, 17 Feb 2022 06:00:00 -0500

Video version: https://www.youtube.com/watch?v=wNxKcNVENi4&t=7s

Billy - Solutions for today's contractors

Amit: https://www.linkedin.com/in/amit-kalra-cpcu-mba-04846617/
Billy: https://billyforinsurance.com/

Kate Terry, Co-Founder and COO at Surround Insurance - PIR Ep 279

Mon, 07 Feb 2022 09:00:00 -0500

Kate Terry builds beautiful insurance products and now she's building them at Surround Insurance with a strong focus on serving modern consumers the way they want to be served and covering them for the risks they actually have.

Kate Terry: https://www.linkedin.com/in/kate-terry/
Surround Insurance: https://www.surroundinsurance.com/

Sarah Muniz, Author of "Undiscovered Voices" - PIR Ep 278

Fri, 04 Feb 2022 08:00:00 -0500

Video Version: https://youtu.be/q3AiUsCOR5c

Tony chats with Sarah Muniz, the author of the new book "Undiscovered Voices: Unlocking the Potential of Women in Insurance", published by Insurance Nerds.

Sarah: https://www.linkedin.com/in/sarah-muniz-a83b2794/
Undiscovered Voices: https://www.amazon.com/Undiscovered-Voices-Unlocking-Potential-Insurance/dp/B09QP3M8SB/ref=sr_1_1?crid=2UJ1O877L5AKE&keywords=Undiscovered+Voices&qid=1643980163&s=books&sprefix=undiscovered+voices%2Cstripbooks%2C97&sr=1-1

Piyush Singh and Jeroen Morrenhof of Friss - PIR Ep 277

Wed, 02 Feb 2022 08:00:00 -0500

Video Version: https://youtu.be/GtI4_p3EgZA

Nick Lamparelli returns as host for a few episodes! In episode 277 Nick chats about #insurance #analytics with Piyush Singh and Jeroen Morrenhof of Friss.

Piyush: https://www.linkedin.com/in/piyush-singh-5199442/
Joroen: https://www.linkedin.com/in/jeroenmorrenhof/
Friss: https://www.friss.com/

Insurtechs as Investments - Profiles in Risk Ep. 276

Tue, 01 Feb 2022 08:00:00 -0500

A few months ago I posted a Hey #Insurance video talking about how I don't care about insurtechs as investments, in my opinion they have other more important characteristics. They have to be profitable enough to survive, I get that, but I care a lot more about how they treat their clients and their employees than about whether they're wonderful investments that make a few people very rich. That lead to this interesting panel conversation with Nick Lamparelli, James Riviviezzo and Roman Ryan.

Kim Beach, Founder and CEO of Insure Women - Ep 276

Mon, 31 Jan 2022 12:00:00 -0500

Video Version: https://youtu.be/0ZH3GYLMB58

Tony chats with Kim Beach who is empowering women in the insurance buying process by creating a national network of female insurance agents who have a passion to serve women insurance buyers.

Kim Beach: https://www.linkedin.com/in/kimbeach/
Insure Women: https://www.insurewomen.com/

Steve Berneman, CEO of Blueprint Title - PIR Ep 275

Wed, 26 Jan 2022 11:00:00 -0500

Video Version: https://www.linkedin.com/in/steve-berneman-31644a30/

In episode 275 of Profiles in Risk, Tony interviews Steve Berneman, CEO of Blueprint Title. I knew very little about Title Insurance and Steve really enlightened me on how it works, how it's traditionally a duopoly and how Blueprint Title is trying a tech-first brand new approach to this very old fashioned side of insurance.

Steve Berneman: https://www.linkedin.com/in/steve-berneman-31644a30/
Blueprint Title: https://blueprinttitle.com/

Rachel Olney, Founder and CEO at Geosite - PIR Ep 274

Tue, 25 Jan 2022 08:00:00 -0500

Video Version: https://youtu.be/iab6gJE1ajg

Tony chats with Rachel Olney about her company Geosite which offers a way to better utilize geospacial data. They started in the defense side and they've now spread to other industries including insurance. This was a fantastic conversation with a brilliant founder.

Rachel Olney: https://www.linkedin.com/in/rachelolney/
Geosite: https://www.geosite.io/

Elissa Kelly, Executive Coach - PIR Ep 273

Mon, 24 Jan 2022 11:00:00 -0500

Video version: https://www.youtube.com/watch?v=X4KKU7c4-vw

Elissa Kelly made it to the C-level of a Fortune 100 insurance company and then decided to transition to an executive coaching career instead. In this awesome conversation we discuss her career and her approach to coaching people at all stages in their career.

Elissa Kelly: https://www.linkedin.com/in/elissalkelly/
Her coaching website: https://elissakelly.com/

David Kelly, Founder & Architect at Bobtrak - PIR 272

Thu, 20 Jan 2022 08:00:00 -0500

Video Version: https://youtu.be/CBkNa5qLKFE

Tony chats with David Kelly. Bobtrak handles Producer Portfolio Management for both brokers and carriers. After 15 years of building solutions like this for different carriers, he finally decided to create an off-the-shelf solution for it.

Seung Yoo, Director of Global Risk - A Day in the Life - E 06

Wed, 19 Jan 2022 07:00:00 -0500

YouTube Version: https://youtube.com/watch?v=zsqTAkuq2wg

Darren chats with Seung Yoo, a fellow RMI grad, who has spent his whole career on the Risk Management side. Great opportunity to learn about the Risk Management side.

Ema Roloff, Director Enterprise Solutions at Naviant - PIR 271

Mon, 17 Jan 2022 07:00:00 -0500

Video Version: https://www.youtube.com/watch?v=QBu71PiwR4E

Tony chats with Ema Roloff about transformation and automation and how Naviant can help insurance organizations the complicated world of technology.

Ema: https://www.linkedin.com/in/emaroloff/
Naviant: https://naviant.com/

Elisa Stampf, Co-Founder and CEO of Insure Equality - PIR Ep 270

Thu, 13 Jan 2022 09:00:00 -0500

Video Version: https://www.youtube.com/watch?v=z6bPFY1aEko

Tony chats with Elisa Stampf about her career in both the carrier and broker space, and how she decided that things have to get better. In 2020 she launched Insure Equality, a non-profit tech company committed to help bring deep cultural change to the insurance industry through tech-enabled accountability. This is probably the most important podcast episode we've ever recorded.

Elisa: https://www.linkedin.com/in/elisa-sta...
Insure Equality: https://insureequality.org/
Elisa on Bound & Determined: https://podcasts.apple.com/us/podcast/4-02-is-this-as-good-as-it-gets-with-elisa-stampf/id1494531636?i=1000542112630

Nir Kossovsky, CEO of Steel City Re - A Day in the Life - Ep 5

Tue, 11 Jan 2022 11:00:00 -0500

Video Version: https://www.youtube.com/watch?v=jetYDY1J3xc

In Episode 5 of A Day in the Life Darren interviews Nir Kossovsky, CEO of Steel City Re the world's only parametric reputation insurer. This one is deep and fascinating. Even I learned a lot about insurance, its history and the idea of insurance (or the lack thereof) as a signaling device in society and the market!

Nir Kossovsky: https://www.linkedin.com/in/kossovsky/
Steel City Re: https://steelcityre.com/

Greg Murphy, EVP North America at INSTANDA PIR 269

Mon, 10 Jan 2022 07:00:00 -0500

Video Version: https://youtu.be/0FbFH1rts-c

Tony chats with Greg Murphy of INSTANDA. Greg was the VP of Business Transformation at a traditional US P&C carrier when INSTANDA came around and told them they could stand up a new product in a few weeks. He gave them a shot and was blown away, so much so he ended up joining them. It's rare that I'm truly blown away by one of the insurtechs I interview, this was one of those times.

Greg Murphy: https://www.linkedin.com/in/gregmurphy24/
Instanda: https://instanda.com/

Pete Grant, CEO at Safesite - PIR Ep 268

Wed, 05 Jan 2022 11:00:00 -0500

Video Version: https://youtu.be/FyalVc_FCQI

In episode 269 of Profiles in Risk, Tony chats with Pete Grant, CEO at Safesite about risk management in dangerous industries and how this engineer decided things could get better. Safesite can help you streamline and ensure your compliance activities and drive team safety.

Pete Grant: https://www.linkedin.com/in/petergrantsafesite/
Safesite: https://safesitehq.com/

Anand Rangathan, Chief AI Officer at Unscrambl - PIR Ep 268

Tue, 04 Jan 2022 09:00:00 -0500

Video Version: https://youtu.be/YKlnDhbwy70

In episode 268 of Profiles in Risk, Tony chats with Anand Rangathan about AI and how the insurance ecosystem can better find answers in their data in natural language.

Anand: https://www.linkedin.com/in/anand-ranganathan/
Unscrambl: https://unscrambl.com/

Dustin Yoder, CEO of Sureify - PIR Ep 267

Mon, 03 Jan 2022 13:00:00 -0500

Video Version: https://www.youtube.com/watch?v=IrjqqKEQt2k

I learned a lot about the Life side of insurance chatting with Dustin Yoder about Sureify and how they can help either P&C or Life agents.

Dustin Yoder: https://www.linkedin.com/in/dustingyoder/
Sureify: https://www.sureify.com/

Brett Dresner, Casualty Broker - A Day in the Life - Ep 04

Wed, 29 Dec 2021 11:00:00 -0500

Video Version: https://www.youtube.com/watch?v=SeUD9nsqk7M

In Episode 4 of A Day in the Life, Darren interviews Brett Dresner, Casualty Broker at AmWINS. I learned a ton about the real day to day of the wholesale side of insurance!

Brett Dresner: https://www.linkedin.com/in/brett-dresner-cpcu-cris-arm-asli-83950741/

Zach Finn - A Day in the Life - Ep 03

Tue, 14 Dec 2021 13:00:00 -0500

Video version: https://www.youtube.com/watch?v=j81ujC7yIno

In episode 3 of A Day in the Life, Darren interviews Zach Finn, formerly known as Professor Zach, about this career that has spanned many different parts of insurance including building the Butler RMI program. An AMAZING conversation.

Zach Finn: https://www.linkedin.com/in/zachary-finn-msm-arm-ains-b235095/

Rachel Robison, Co-Founder and CEO at Siege Technology Solutions - PIR Ep 266

Mon, 13 Dec 2021 12:00:00 -0500

Video Version: https://www.youtube.com/watch?v=hewDhqrfEMk

Tony chats with Rachel Robinson of Siege Technology Solutions about why and how they decided to build the best secret weapon for agency's of every size. They're working on some really cool stuff! You don't want to miss out. Their system REPLACES the old legacy AMS Systems. Their system is a new AMS and CRM system combined into one Single Platform.

Rachel: https://www.linkedin.com/in/crrobison/
Siege Technology Solutions: https://www.siegeaos.com/

Carlos Miguel Vidal - PIR 265

Fri, 10 Dec 2021 07:00:00 -0500

Video Version: https://youtu.be/x0aLaPfYZgs

Carlos Miguel Vidal chats with Tony about his insurance and insurtech career which has taken him from Peru to the US to the UK and back. He's proof perfect of how fascinating an insurance career can be, especially when you get an international opportunity. Lots to learn here!

Carlos Miguel Vidal: https://www.linkedin.com/in/carlos-miguel-vidal/

David Ehrenthal, Principal, Career and Leadership Coach at Mach 10 - PIR Ep 264

Wed, 08 Dec 2021 14:00:00 -0500

Video Version: https://www.youtube.com/watch?v=CpJYSCfGfeo

David was an executive and then he became a career and leadership coach. This fascinating conversation touched on so many things from how #insurance CEOs miss the opportunity to engage their people by talking too much about premiums and too little about about mission, to so many other things about how to grow and why a coach might make sense.

David: https://www.linkedin.com/in/careerlea...
Mach 10: https://mach10career.com/

Day in the Life - Ep 02 - George Dalle-Molle

Tue, 07 Dec 2021 12:00:00 -0500

Video Option: https://youtu.be/vt4bcHqjVvk

In Episode 2 of his brand new Insurance Nerds podcast Darren Bloomfield chats with George Dalle-Molle, RMI Freshman at Butler University - Lacy School of Business's RMI Program. Ever wondered what the RMI programs are like from the perspective of a new student? George is an absolute rarity, he showed up to study RMI while most get recruited into the program once they're already there. #Insurance #Talent #NextGeneration #GenZ

Guy Simpkin, Co-Founder & CEO at Cyber Insurance Academy - PIR Ep 263

Mon, 06 Dec 2021 12:00:00 -0500

Video Version: https://www.youtube.com/watch?v=1p55X5Z7BHU

Cyber is critical today and in the future of insurance and of pretty much every other industry that uses computes... Great conversation with Guy Simpkin about Cyber and how you can train your people on Cyber at all levels.

Guy: https://www.linkedin.com/in/guy-simkin/
Cyber Academy: https://www.cyberinsuranceacademy.com/

Profiles in Risk / Beyond the Policy Crossover Episode!

Thu, 18 Nov 2021 12:00:00 -0500

Video Version: https://youtu.be/xVfq1MK-Lzs

Tony Cañas of Profiles in Risk and Andrew Correll of Beyond the Policy in one epic crossover episode!

Zehra Cataltepe, CEO at Tazi.ai PIR Ep 262

Wed, 17 Nov 2021 12:00:00 -0500

Video Version: https://youtu.be/__fvHRHsWpw

In Episode 262 of Profiles in Risk, Tony chats with Zehra Cataltepe, who holds an MS and then a PHD in Computer Science, both from Cal Tech and is now CEO of Tazi.ai about the future of AI in insurance and how low-code AI can change radically improve your results. An incredible episode!

Zehra Cataltepe: https://www.linkedin.com/in/zehra-cataltepe-22853a15/

Tazi.AI: https://www.Tazi.AI

A Day in the Life - Ep 01 - A Cyber Broker

Tue, 16 Nov 2021 11:00:00 -0500

Video Version: https://youtu.be/pUTE4cTD2eE

A Day in the Life of a Cyber Broker. Darren interviews Alex Clark, Cyber Risk Advisor at Hylant.

Alex: https://www.linkedin.com/in/alexander-clark-56bb7183/

Temitope Adeyeme - CEO @ Pay-U, The World's First By the Minute Auto Insurer - PIR Ep 261

Mon, 15 Nov 2021 11:00:00 -0500

Video Version: https://youtu.be/-yQ8l4Ftbjg

Tony chats with Temitope Adeyeme, who is building the world's first by the mile auto insurer, in Nigeria, as a proof of concept to take India by storm. This is an amazing story!

Temitope: https://www.linkedin.com/in/temitope-a-829768102/

Jessica Chitwood Long, Fearlessly Authentic President at Commercial Insurance Partner - PIR EP 260

Wed, 10 Nov 2021 11:00:00 -0500

Video Version: https://youtu.be/7xOOURcn9x8

Incredible interview with Jessica Chitwood Long. “I might be the first lesbian, heavily tattooed, pierced, President [in the industry] but I won’t be the last.” Don't miss Jessica's incredible story!

Jessica Chitwood Long: https://www.linkedin.com/in/jessica-chitwood-44a3b8202/

Commercial Insurance Partner: https://commercialinsurancepartner.com/

Darren Bloomfield - PIR 259

Tue, 09 Nov 2021 08:00:00 -0500

YouTube version: https://youtu.be/wD3dVOmLlv8

Tony chats with Gen Zer, about to graduate RMI Senior Darren Bloomfield about his experience going through the RMI Program, his job search, his advice for future RMI majors and they make a major announcement! Fast forward to the last 5 minutes if you just want the big announcement!

LinkedIn: https://www.linkedin.com/in/darrenbloomfield

Scott Sloan AKA Sloane McQuiston, Author of The Risk Manager - PIR 258

Mon, 08 Nov 2021 10:00:00 -0500

Video Version: https://www.youtube.com/watch?v=6Uo7DTSlnkg

I chat with Scott Sloan, a long-time risk manager who wrote the fiction book "The Risk Manager". It's awesome to see the insurance/risk manager guy be the hero!

Wessly Anderson, Co-Founder at Agent VA - PIR 257

Mon, 01 Nov 2021 12:00:00 -0400

Video Version: https://youtu.be/iZpExFraEBY

Tony has a wonderful chat with Wessly Anderson, Co-Founder at Agency VA about what led him to create a company to help agencies outsource some work to Virtual Assistants both domestic (licensed) and abroad.

Wess: https://www.linkedin.com/in/wesslyanderson/
Agency VA: https://agencyva.com/

PIR 256 - Daniel Faggella, CEO & Head of Research at Emerj Artificial Intelligence Research

Mon, 25 Oct 2021 08:00:00 -0400

Video Version: https://youtu.be/gvoM59FVaCY

Tony chats AI, Machine Learning and the right (and wrong) ways for insurance executive to think about Artificial Intelligence and its potential implementations.

Daniel Faggella: https://www.linkedin.com/in/danfaggella/
Emerj: https://emerj.com/

PIR 255 - Hale Stewart, VP at REcapture Insurance

Mon, 18 Oct 2021 11:00:00 -0400

Video Version: https://youtu.be/MHFz7KT5AxE

Tony chats with Hale Stewart about Captives and how REcapture can help even smaller agencies keep their clients by being able to go toe-to-toe with the big guns and offer them the option of creating a captive. What a fascinating conversation about this esoteric side of the insurance ecosystem.

Hale Stewart: https://www.linkedin.com/in/hale-stewart-jd-ll-m-07126710/
REcapture Insurance: https://recaptureinsurance.com/

PIR 254 - James Venezia

Thu, 14 Oct 2021 06:00:00 -0400

Video version: https://youtu.be/2mqBnLnns60

Tony chats with James Venezia about his awesome career on the broker side and about how to attract the right talent into our industry. A great episode, especially for any young broker side insurance professionals.

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

PIR 253 - Gloria Guntinas Vanzo, COO of Pouch and Mltply

Thu, 30 Sep 2021 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=zyBiX0UNL64

Tony chats with Gloria Guntinas Vanzo, about her amazing insurance career and her new companies: Pouch and Mltply. This is the worldwide premier of Mltply. You heard it here first! After recording hundreds of podcast episodes it's very rare that after the call I'm like 🤯. You can't miss this episode!

Gloria: https://www.linkedin.com/in/gloriavanzo/
Pouch: https://blog.pouchinsurance.com/about-us

PIR 252 - John Bachmann, Author of the Successful Adjusters Playbook

Tue, 28 Sep 2021 07:00:00 -0400

Video version: https://youtu.be/-UGUmCDpQlU

My very good friend John Bachmann is full of heart and passionate about the claims profession. He finally sat down to write it all down on a wonderful book the Successful Adjusters Playbook. A can't miss episode for claims people!

John Bachmann: https://www.linkedin.com/in/johnbachmann/
Successful Adjusters Playbook: https://www.amazon.com/Successful-Adjusters-Playbook-Providing-Experience/dp/1956304037/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1632829850&sr=8-2

PIR 251 - Matan Slagter, CEO of Armadillo

Mon, 20 Sep 2021 08:00:00 -0400

Video version: https://youtu.be/O0o3XPTyOC0

In episode 251 of Profiles in Risk, Tony chats with Matan Slagter about Armadillo, which is introducing a whole new era in home warranty insurance, not just tech enabled, but overall completely reimagined! We also chat about his incredible career and how he came up with the idea.

Matan Slagter: https://www.linkedin.com/in/matan-slagter/
Armadillo: https://www.armadillo.one/

PIR 250! - Hunter Pechin

Wed, 15 Sep 2021 09:00:00 -0400

Video version: https://youtu.be/to4JLFM0ZRo

Tony chats with Hunter Pechin about his very interesting career that went through DC and then into insurance/insurtech.

Hunter: https://www.linkedin.com/in/hunterpechin/

PIR 249 - Torey Maertz, CEO of Rocket Referrals

Tue, 24 Aug 2021 09:00:00 -0400

Video Version: https://youtu.be/orWnvJBFYfg

Rocket Referrals does everything they possibly can to help agents to get their customers to stay longer, buy more and refer their friends. I interviewed their CEO Torey Maertz.

Torey: https://www.linkedin.com/in/toreym/
Rocket Referrals: https://www.rocketreferrals.com/

PIR 248 - Renee Bruns and Her Meteoric Career Story

Mon, 16 Aug 2021 07:00:00 -0400

Video Version: https://youtu.be/iZTBYTUWQ0I

In a very special episode of Profiles in Risk, Tony interviews his long-time girlfriend Renee Bruns about her amazing insurance career.

Renee Bruns: https://www.linkedin.com/in/renee-bruns-40155414/
Wheels Travel The World (Travel Blog): https://wheelstravelstheworld.com/
You Can't - Stories of Overcoming (Podcast): https://www.YouCantPodcast.com (launching September 2021).

PIR 247 - Emilio Figueroa, Chief Insurance Officer at Foresight

Wed, 11 Aug 2021 10:00:00 -0400

Video Version: https://youtu.be/q_VxTSwFoGw

Tony chats with Emilio Figueroa about Foresight, the WC Insurtech that's taking the market by storm. It all started from a Risk Management Platform with great promise in lowering WC expenses in a humane way, bringing better results for both carriers and claimants and then it grew into its own MGA all starting in the very difficult California WC space.

Emilio will be speaking at InsurTech NY on Aug 26th: https://www.eventbrite.com/e/insurtech-ny-the-perennial-core-system-claims-automation-tickets-141641568745

Emilio: https://www.linkedin.com/in/emilio-figueroa/
Foresight: https://getforesight.com/

PIR 246 - Dominic Lee, The Maverick Actuary and his TED Talk

Wed, 28 Jul 2021 09:00:00 -0400

Video Version: https://youtu.be/iV9UpUAi0NE

Dominic is a young actuary and a visionary. He gave a fantastic TED Talk about the future of the actuarial professional (and how it can be so much more): https://www.youtube.com/watch?v=_Ba5wBGeUBk&t=1s . It has now been watched 25k times which is very impressive for something so insurance specific. You should watch it! And then you should watch this great chat I had with him where we discussed what led to the TED talk, how he designed it and his career advice for other aspiring actuaries.

Dominic LinkedIn: https://www.linkedin.com/in/dominic-lee-acas-149b7228/
Dominic Instagram: https://www.instagram.com/themaverickactuary/?utm_medium=copy_link

PIR 245 - Career Chat with Brett McKenzie about Career Moves that Didn't Work Out

Wed, 21 Jul 2021 08:00:00 -0400

Video Version: https://www.youtube.com/watch?v=GkzBc5zKFpY

Not every career move goes according to plan, sometimes you go in the wrong direction for who you are, the important thing is learning from it and it's not the end of the world.

Brett McKenzie: https://www.linkedin.com/in/brettashleymckenzie/

Unfortunately Tony's video is very choppy on this one, but the audio is perfect. Brett's video is fine too.

PIR 244 - Noreen Vergara

Tue, 13 Jul 2021 11:00:00 -0400

Video Version: https://www.youtube.com/watch?v=4joFdN0ZMnc

Tony chats with Noreen Vergara about Behavioral Health and its importance in the insurance industry. I knew nothing about this side before and found it quite fascinating.

Noreen: https://www.linkedin.com/in/noreenkvergara/

PIR 243 - Carl Moulton with All In Digital Marketing

Thu, 08 Jul 2021 10:00:00 -0400

Video Version: https://www.youtube.com/watch?v=YAh0tKdXDlw

Carl is a lifelong insurance agent with a dream to help local agencies better compete in the 21st century against direct writers with much larger budgets. For over 10 years he has been building the idea of DMCOs - Digital Marketing Co-Ops and now he's built the tools to make his ideas possible. If you're an agent you owe it to yourself to watch this short episode and then check out his excellent white paper and take a look at All In Digital Marketing, DMCO Builder and WrapMyApi.

Carl Moulton: https://www.linkedin.com/in/carl-moulton-cpcu-clu-42352618/
All In Digital Marketing: https://www.allindigitalmarketing.com/
Wrap My API: https://www.wrapmyapi.com/
DMCA Builder: https://www.wrapmyapi.com/

PIR 242 - Matt Leiv - Senior Director at expert.ai

Thu, 01 Jul 2021 08:00:00 -0400

Video Version here: https://www.youtube.com/watch?v=KB2eT9Ykzgs

In Episode 242 of Profiles in Risk, Tony chats with Matt Leiv of expert.ai. We discuss how they can help insurance operations augment business operations, accelerate and scale data science capabilities and simplify AI adoption.

PIR 241 - Jim Dwane, Chief Revenue Officer at Bolt Solutions

Wed, 23 Jun 2021 08:00:00 -0400

Jim spent 20 years at AIG culminating with being CEO of United Automotive Insurance Company in Florida before joining Bolt Solutions. We discussed Bolt and talked about his career. Great career advice at the end of the chat.

Video version here: https://youtu.be/xSA1cQYPjTI

PIR 240 - Yann Barbarroux, CEO of Otonomi

Tue, 01 Jun 2021 11:00:00 -0400

Video version of this episode: https://www.youtube.com/watch?v=6W95Mmaa33Q

Tony chats with Yann Barbarroux, the CEO of Otonomi. They helps drive efficiencies in insurance operations.

Yann Barbarroux: https://www.linkedin.com/in/yannbarba...
Otonomi: https://otonomi.ai

PIR 239 - Nestor Solari, CEO at Sigo

Tue, 25 May 2021 11:00:00 -0400

Video version: https://www.youtube.com/watch?v=GoKyQpBtARA

Nestor Solari saw a hole in the insurance market in the way non-traditional customers, like recent immigrants, were rated for auto insurance. He didn't see it as an opportunity to get rich but rather as a way to make a difference for his family and his community. Out of that Sigo Insurance was born as a new auto carrier. Fascinating conversation!

Nestor Solari: https://www.linkedin.com/in/nestorhugosolari/

PIR 238 - Eric Mitisek, CEO at Highwing

Tue, 18 May 2021 09:00:00 -0400

Best version of this episode is on YouTube: https://www.youtube.com/watch?v=3b7NHsJtej4

Tony chats with Eric Mitisek about Highwing, the first open data platform for commercial insurance.

PIR 237 - Marty Frappoli, Insider Exam Prep

Wed, 12 May 2021 08:00:00 -0400

Best version of this episode is on YouTube: https://youtu.be/rlTABcHQDqw

Marty Frappolli worked at The Institutes for 18 years and now that he's an independent consultant he's producing CPCU Prep material from the perspective of having been part of how the sausage is made! Also, he's available to help insurance companies improve their training.

PIR 236 - Insurance should lead on Climate Change

Tue, 04 May 2021 08:00:00 -0400

Video version here: https://www.youtube.com/watch?v=wxk6kbaFUJs

In episode 236 of Profiles in Risk, Tony discusses how the insurance industry can be a leader in the war against climate change with Mary Sweeters, of Insure Our Futures and the authors of two very interesting articles. Kevin McComber authored this article: https://www.propertycasualty360.com/2020/04/22/why-the-insurance-industry-must-stop-supporting-fossil-fuels/ and Schuyler Holder wrote this one: https://www.teenvogue.com/story/climate-change-insurance-industry

PIR 235 - Damian Sander with LifeExec

Tue, 27 Apr 2021 08:00:00 -0400

Best Version of this Podcast is available on YouTube: https://www.youtube.com/watch?v=9pto8rxtcxQ

Tony chats with Damian Sander. LifeExec is an online life and legacy management platform that helps you store, organize, and communicate your important life information with loved ones and it can be a GREAT benefit you can provide your clients to differentiate your agency in an incredibly cost effective way.

Damian: https://www.linkedin.com/in/damian-sander-4b92a255/
LifeExec: https://lifeexec.com/

PIR 234 - Mark and Reid Tattersall of Back 9 Insurance

Tue, 20 Apr 2021 08:00:00 -0400

Best Version on YouTube: https://www.youtube.com/watch?v=H5Z3w4tvj5g

Tony chats with Mark and Reid Tattersall of Back 9 insurance about Life Insurance and a really cool platform they have built that allows every agent to better do Life, even if you're just a P&C agent they make it easy for you.

Reid Tattersall: https://www.linkedin.com/in/reid-tatt...
Back 9: https://Back9Ins.com

PIR 233 - Brian Ahearn, Chief Influence Officer at Influence People

Tue, 13 Apr 2021 08:00:00 -0400

The best version of this interview in video format is here: https://www.youtube.com/watch?v=aQa5Xl_85p8

Tony chats with Brian Ahearn, one of less than 20 Cialdini Certified Trainers in the world about his new business and his new book.

Brian Ahearn: https://www.linkedin.com/in/brianfahe...
Influence People: https://www.influencepeople.biz/

PIR 232 - Char Hu, CEO of The Helper Bees

Wed, 07 Apr 2021 08:00:00 -0400

Video Version on YouTube: https://www.youtube.com/watch?v=rLq_WuijRio

In Episode 232 of Profiles in Risk, Tony chats with Char Hu, CEO of The Helper Bees an insurtech improving the home care experience for both payers and care-recipients.

PIR 231 - John Fohr, CEO of TrustLayer.io

Tue, 30 Mar 2021 23:00:00 -0400

In Episode 231 of Profiles in Risk, Tony interviews John Fohr, CEO of TrustLayer. #Insurance #InsurTech. Best Version on YouTube: https://www.youtube.com/watch?v=zUkZdwklLyk

John Fohr: https://www.linkedin.com/in/johnfohr/
Trustlayer: https://trustlayer.io/

PIR 230 - Paul Prendergast, CEO of Blink Parametric

Tue, 23 Mar 2021 11:00:00 -0400

Best version of this episode is on YouTube: https://youtu.be/wX77u602Zss

In Episode 230 of Profiles in Risk, Tony interviews Paul Prendergast about how his company Blink can help your insurance company quickly and profitably deploy Parametric programs!

Paul: https://www.linkedin.com/in/blinkpaul/

Blink Parametric: https://blinkparametric.com/

PIR 229 - CaptaIMS

Tue, 16 Mar 2021 13:00:00 -0400

In Episode 229 of Profiles in Risk, Tony chats with Brett Fulmer, Mark Moscal and Ed Arango at CaptaIMS about why and how they're building an Agency Management System that makes sense (and is priced properly) for small agencies.

YouTube version: https://www.youtube.com/watch?v=0JR30DyZETY

PIR 228 - Cynthia Hardy, CEO and Founder of Pivot Global Partners

Mon, 08 Mar 2021 10:00:00 -0500

Tony had an AWESOME chat with Cynthia Hardy about Diversity, Equity and Inclusion, her book Crossing Meridians and SO MUCH MORE. You don't want to miss this one!

Video version is the best version of this podcast and is here: https://www.youtube.com/watch?v=n7ib-pAIpZ0

Cynthia Hardy: https://www.linkedin.com/in/cynthiahardy/
Pivot Global Partners: https://pivotglobal.com/
Crossing Meridians: https://www.amazon.com/Crossing-Meridians-Engineering-Disruption-Effective/dp/1665512601/ref=sr_1_1?dchild=1&keywords=crossing+meridian&qid=1615217525&sr=8-1

PIR 227 - Larry Nicholson, President of the Society of Insurance Trainers and Educators (SITE)

Mon, 01 Mar 2021 11:00:00 -0500

Best version of this podcast is on YouTube: https://youtu.be/ce8LRFnjXkM

I had a fantastic conversation with Larry Nicholson about CPCU, the insurance industry, training and so many other topics. A must watch!

I recommend you watch this one on YouTube.

Larry's LinkedIn: https://www.linkedin.com/in/larrynich/
SITE: https://www.insurancetrainers.org/

Larry's YouTube: https://www.youtube.com/channel/UCCw-dcp8r4MBedXw9_yLJMA
Insurance Nerds YouTube: https://www.youtube.com/c/InsuranceNerds/

PIR 226 - Christian Harris, Founder of TheSAFERPortal.com

Mon, 22 Feb 2021 11:00:00 -0500

In Episode 226 of Profiles in Risk, Tony chats with Christian Harris about the crucial importance of slip prevention and how to easily and effectively help your clients with this.

Christian: https://www.linkedin.com/in/christian-harris-slip-safety/
The Safer Portal: https://theSAFERPortal.com

PIR 225 - Kevin Bracken with Briza

Mon, 08 Feb 2021 11:00:00 -0500

Tony chats with Kevin about the future of small commercial insurance and APIs. Briza is a cutting-edge API that connects commercial insurance underwriting systems to brokers and SMB platforms, enabling instant insurance transactions with low-code or no-code solutions.

Kevin Bracken: https://www.linkedin.com/in/kbracken/
Briza: https://www.briza.com

Cyber Law Revolution Podcast - Ep 10 - Incorporating Response Messaging Before a Crisis

Tue, 02 Feb 2021 11:00:00 -0500

By Spencer Pollock with special guest Meredith Griffanti.

PIR224 - Ed Halsey, Founder of Evermore Digital

Mon, 01 Feb 2021 11:00:00 -0500

Two men separated by an ocean, with a shared passion for the insurance ecosystem and a shared disdain for "the way we've always done it." You can't miss this high energy conversation which is only the beginning!

Ed Halsey: https://www.linkedin.com/in/edwardhalsey/
Evermore Digital: https://www.evermoredigital.com/

The Cyber Law Revolution - Ep 9 - The Headache of Navigating Multi-State Notifications

Tue, 26 Jan 2021 10:00:00 -0500

By Spencer Pollock

PIR 223 - Andy Mathisen, Co-Founder and CMO GloveBox

Mon, 25 Jan 2021 12:00:00 -0500

In episode 223 of Profiles in Risk I chat with Andy Mathisen about GloveBox and his own career. GlobeBox allows independent agents to have an app that gives your clients access to EVERY ONE OF YOUR CARRIERS! 🤯

PIR 222 - Awais Farooq with ActiveOps

Wed, 20 Jan 2021 09:00:00 -0500

In the 222nd episode of Profiles in Risk I chat with Awais Farooq and we discuss ActiveOps, which helps companies manage their team's performance, especially during today's remote world. And then we chat about his insurance career and our mutual passion for the insurance industry. If you're a young insurance pro seeking great advice stay until the end of the episode!

Awais Farooq: https://www.linkedin.com/in/awais-farooq/

The Cyber Law Revolution - Ep 8 - 2020 Review and 2021 Expected Trends

Tue, 19 Jan 2021 13:00:00 -0500

By Spencer Pollock.

The Cyber Law Revolution - Ep 7 - Our Schools and Their Misconceptions

Wed, 13 Jan 2021 08:00:00 -0500

By Spencer Pollock.

PIR 221 - Rio Salado Community College

Tue, 12 Jan 2021 08:00:00 -0500

Is this the answer to my call to a free RMI education? Yeah, in some ways it is! Listen to the amazing ways in which Rio Salado Community college is helping us educate future insurance talent in a cost-effective way and get involved!

The Cyber Law Revolution - Ep 6 - Ransonware

Mon, 11 Jan 2021 10:00:00 -0500

Ransonware, Ransonware, Ransonware

PIR - Ep 220 - How to successfully recruit and grow producers in 2021

Mon, 04 Jan 2021 11:00:00 -0500

In the first Profiles in Risk episode of 2021 Kelly Donahue-Piro and Matthew Struck join me to discuss how to successfully recruit and grow producers in 2021. If you're in the agency/brokerage side you don't want to miss this fantastic episode!

Kelly: https://www.linkedin.com/in/kellydonahuepiro/
Matthew: https://www.linkedin.com/in/matthewstruck/

Kelly's company: https://www.agencyperformancepartners.com/

The Cyber Law Revolution Ep 5

Tue, 22 Dec 2020 11:00:00 -0500

By Spencer Pollock

The Cyber Law Revolution - Ep 4 The Zero Hour and What I do for a Living

Mon, 21 Dec 2020 13:00:00 -0500

Fourth episode of The Cyber Law Revolution with Spencer Pollock

PIR 219 - Jeff Brunken, CEO of The MGIS Companies

Mon, 21 Dec 2020 11:00:00 -0500

In the last Profiles in Risk Episode of 2020, Tony interviews Jeff Brunker, CEO of the MGIS Companies, an MGA which specializes in disability insurance for medical professionals, a business which his father basically invented.

Jeff Brunken: https://www.linkedin.com/in/jeffbrunken/
MGIS: https://www.mgis.com/

PIR - Ep 218 - Jeff McIntosh, Veteran Agent and Author of Insurance Genius

Mon, 14 Dec 2020 11:00:00 -0500

Tony chats with Jeff McIntosh, a veteran commercial insurance agent with 33 years experience who wrote the book he wished existed back when he started. Jeff is a big believe that new insurance producers fail not because they don't know how to sell, but because they don't understand how to work with underwriters and that's what his book is about. A very detailed guide!

Jeff McIntosh: https://www.linkedin.com/in/jeff-mcintosh-85397a135/

Insurance Genius - The Commercial Insurance Detective: http://bookstore.dorrancepublishing.com/insurance-genius/

PIR 217 - Marty Schroeder, SVP of Sales at Efinancial

Mon, 07 Dec 2020 12:00:00 -0500

Tony interviews Marty Schroeder about how Efinancial has reinvented Life insurance sales as a great career for new Life agents. Forget 92% failout rates! If you have any potential interest in selling insurance, this is a great episode.

https://www.efinancial.com/

PIR - Ep 216 Colby Tunick, CEO at Refocus AI

Mon, 30 Nov 2020 11:00:00 -0500

In Episode 216 Tony interviews Colby Tunick, CEO of Refocus AI. An AI insurtech focused on helping you better cross-sell your book of business for a 60% increase in sales! They even reimburse you if their magic doesn't at least pay for itself at the end of the first year. Whaaat?

Colby Tunick: https://www.linkedin.com/in/colby-tunick/

Refocus AI: https://refocusai.com/

PIR - Ep 215 - Kate Bradley Chernis, CEO of Lately

Mon, 23 Nov 2020 11:00:00 -0500

Tony chats with Kate Bradley Chernis, a former Rock & Roll DJ, Marketing Expert and CEO of Lately. Lately uses AI to supercharge your social media. This interview is packed with excitement, heart and lots of great information. Don't miss it!

Kate Bradley Chernis: https://www.linkedin.com/in/katebradley/
Lately: https://www.trylately.com/

The Cyber Law Revolution - Ep 3 - Our Vendor Vulnerability Problem

Tue, 17 Nov 2020 06:00:00 -0500

Third episode of Spencer Pollock's Cyber Law Revolution Podcast.

PIR 214 - Insurance Innovation with Chris Lowell

Sun, 15 Nov 2020 20:00:00 -0500

Tony chats about Insurance Innovation, Strategy, Careers and many other things with Chris Lowell, Insurance Strategist and Innovation Professional.

Autonomous Vehicles:

4 Part Self-Driving Cars series by Matt Perkins:

https://insnerds.com/self-driving-cars-will-drive-better-than-humans-and-sooner-than-you-think/

https://insnerds.com/part-2-how-electric-vehicles-self-driving-cars-and-ride-share-go-hand-in-hand/

https://insnerds.com/part-3-self-driving-cars-the-next-five-years-2018-2022/

https://insnerds.com/part-4-why-self-driving-cars-will-be-adopted-quickly/

John Bachman’s article: https://insnerds.com/how-will-we-get-to-the-self-driving-future/

Blockchain:

Pat Schmid podcast episode: http://www.buzzsprout.com/87086/670527-e67-patrick-schmid-vp-of-the-riskblock-alliance-developing-blockchain-for-the-insurance-ecosystem

Riskblock Alliance: https://web.theinstitutes.org/riskstream-collaborative

Books mentioned:

Against the Gods

Insuring Tomorrow

End of Insurance as We Know It

The Future of Insurance

Moving insurance past just being a financing mechanism and more of a risk manager.

Innovation: When should we should innovate?

PuttyInsurance.com

AM Best Innovation Scores: https://www.youtube.com/watch?v=h-LDBSh2WC8

The Cyber Law Revolution - Ep 2

Wed, 11 Nov 2020 07:00:00 -0500

Second episode of Spencer Pollok's - The Cyber War Revolution Ep 2.

PIR 213 - Chatting about Final Expense Insurance with David Duford

Wed, 04 Nov 2020 08:00:00 -0500

In Episode 213 Tony chats with Final Expense Insurance expert David Duford about this radically different side of our industry. If you're from the P&C side you'll learn a lot in this one.

https://davidduford.com/
https://www.linkedin.com/in/david-duford-19952357/

The Cyber Law Revolution - Ep 1

Tue, 03 Nov 2020 12:00:00 -0500

Spencer Pollock, Data Privacy & Security Attorney joins Insurance Nerds for his new recurring podcast series on the scorching hot topic of Cyber. Much more to come!

Spencer Pollock: https://www.linkedin.com/in/spencer-s-pollock-esq-cipp-us-cipm-7111b336/

PIR 212 - Michael Bourque, CEO of MEMIC

Mon, 26 Oct 2020 08:00:00 -0400

Tony interviews Michael Bourque, President and CEO of MEMIC on Episode 212 of Profiles in Risk. Our first C-level carrier interview! We discuss the history of MEMIC, Worker's Compensation Insurance, Michael's career and his advice for young insurance professionals.

Michael Bourque: https://www.linkedin.com/in/michaelbourque/
MEMIC: https://www.memic.com/
Certified Workers' Compensation Professional (WCP): https://www.amcomp.org/workers-compensation-professional-designation

PIR 211 - Deidre Wright, CEO and Personal Brand Strategist at Strategic Stories

Mon, 19 Oct 2020 07:00:00 -0400

Tony chats with Deidre Wright, CEO and Personal Brand Strategist at Strategic Stories. This is an explosive combination of passion for insurance and for the power of branding to grow your career or your company. You don't to miss this high-energy episode of Profiles in Risk.

Show Notes:

Deidre Wright's LinkedIn: https://www.linkedin.com/in/deidrewright/
Strategic Stories: https://www.deidrewright.com/
Personal Branding for Insurance Celebrities FB Group: https://deidrewright.com/community/
Insurance Nerds Slack: http://insuranceslack.com

PIR 210 - Julie Hutchinson, CEO of Core Performance

Tue, 13 Oct 2020 09:00:00 -0400

Tony interviews Julie Hutchinson, CEO of Core Performance who is dedicated to help you better manage stress and be more effective.

Julie Hutchinson: https://www.linkedin.com/in/jhutchinson22/
Core Performance: https://coreperformance.us/

Books mentioned:
Stealing Fire: https://www.amazon.com/Stealing-Fire-audiobook/dp/B01N2HREQU/ref=sr_1_1?dchild=1&keywords=stealing+fire&qid=1602596008&sr=8-1

From Chaos to Coherence: https://www.amazon.com/Chaos-Coherence-Power-Change-Performance/dp/1879052466/ref=sr_1_1?dchild=1&keywords=From+Chaos+to+Coherence&qid=1602596031&s=audible&sr=1-1

The Happiness Advantage: https://www.amazon.com/The-Happiness-Advantage-audiobook/dp/B00435DZ7S/ref=sr_1_1?dchild=1&keywords=Happiness+Advantage&qid=1602596064&s=audible&sr=1-1

Webinar: 5 Steps Busy Professionals Use to Biohack Their Physiology,
Break Free from Stress, Remain Calm and Cool in High Pressure Situations and Increase Productivity by 40%: https://joinnow.live/s/QYPmgc

PIR 209 - Jon Isaacson Property Restoration Expert and Founder of Dyojo

Tue, 06 Oct 2020 12:00:00 -0400

Tony chats with Jon Isaacson a long time Property Restoration Expert and Founder of the DYOyo.

Jon Isaacson: https://www.linkedin.com/in/jon-isaacson-izvents/
The Dyojo: https://www.thedyojo.com/

PIR 208 - Insurance 101 for Innovators by Paul Tetrault, Executive Director at The Insurance Library

Tue, 29 Sep 2020 08:00:00 -0400

Learn about The Insurance Library and Paul Tetrault's new book "Insurance 101 for Innovators".

Paul Tetrault: https://www.linkedin.com/in/ptetrault/
The Insurance Library: http://insurancelibrary.org/
Insurance 101 for Innovators: https://www.amazon.com/Insurance-101-Innovators-Paul-Tetrault/dp/B08GVJLS82/ref=sr_1_2?dchild=1&keywords=insurance+101+for+innovators&qid=1599570890&s=books&sr=1-2

PIR 207 - Amy Waninger and the Sharpen Your Skills Professional Women's Advancement Summit

Fri, 25 Sep 2020 08:00:00 -0400

My very good friend Amy Waninger came on the show to talk about the upcoming Sharpen Your Skills Professional's Women's Advancement Summit Live Stream coming up October 15, 2020. This one day virtual conference is dedicated to helping women in general and women of color in particular to decode what are the unwritten rules, the unspoken skills, that you really need to get ahead in corporate spaces. Hard work isn't enough, you need to know the unwritten rules. Every time you get promoted there are new unwritten rules, and they don't hand you a handbook. Description of the event starts at 5:45. If you ever thought "I just want to do a good job and I want to be enough" fast forward to 16:30. Amy even helps you make a case to the boss to pay for it at 23:30.

Register at http://InvitationFromAmy.com
Amy's prior appearance on Profiles: E90 http://www.buzzsprout.com/87086/72900...

Amy's LinkedIn: https://www.linkedin.com/feed/
Lead at Any Level: https://leadatanylevel.com/

PIR 206 - Dirk Doebler, CEO of Parento

Wed, 02 Sep 2020 12:00:00 -0400

Tony chats with Dirk Doebler about Parental Leave Insurance, which he basically invented as an insurance product, about the why and the how of creating this new product which could be a game changer for parents in the US.

Show Notes:

Dirk Doebler: https://www.linkedin.com/in/ddoebler/
Parento: https://www.parentoleave.com/

PIR 205 - Matt Workman of Airbus Defence and Space

Wed, 12 Aug 2020 10:00:00 -0400

Tony chats with Matt Workman about his fascinating insurance career and especially about B2B sales and working remotely.

Show Notes:

Matt Workman: https://www.linkedin.com/in/workmanmatt/

PIR 204 - Carrier and Broker Side Sales Careers with Jon Pyle

Tue, 04 Aug 2020 11:00:00 -0400

Tony chats with Jon Pyle of AssuredPartners about his career in insurance going through claims, sales management in the carrier side and then full on sales in the broker side. They also reminiscence about their early careers together at Nationwide and how helpful Toastmasters was to their growth. This is a classic insurance careers and how to grow your career episode of Profiles in Risk.

Show Notes:
Jon Pyle: https://www.linkedin.com/in/jonathon-pyle-ains-cpia-60080a30/
Assured Partners: https://www.assuredpartners.com/

PIR 203 - Young agent and wholesale agent Rob McCarthy

Tue, 28 Jul 2020 11:00:00 -0400

Tony and Rob McCarthy discuss his career first as a retail agent in NY's construction insurance market and now as a wholesale agent with RPS. How can we make the industry better for new agents?

Show Notes:
https://www.linkedin.com/in/roberttmccarthy/

Purple Ponders - Ep 10 - Purple Ponderings with Dave Wechsler @ Comcast

Fri, 17 Jul 2020 08:00:00 -0400

Episode 10 - Purple Ponderings with Dave Wechsler @ Comcast

PIR 202 - Alex Devoto, Founder of Lvlfi

Wed, 08 Jul 2020 10:00:00 -0400

Tony chats with Alex Devoto of Lvlfi about gamification and how it can make your people healthier/more productive/better in general.

Show Notes:

Alex Devoto: https://www.linkedin.com/in/alex-devoto-0b72017/
Lvlfi: https://www.lvlfi.com/

PIR 201 - Elle Michell of Intelligent Intentions

Wed, 01 Jul 2020 09:00:00 -0400

Tony chats with Elle Michelle about her career in Risk Management and the move to career coaching.

Show Notes:

Elle Michell: https://www.linkedin.com/in/lawandamichell/
Intelligent Intentions: https://intelligentintentions.com/

PIR 200 - Adrian Jones, A Fascinating Global Career in Insurance

Wed, 24 Jun 2020 08:00:00 -0400

In the 200th episode of Profiles in Risk, Tony chats with Adrian Jones about his insurance career, especially what it was like to do international assignments in Europe and Bermuda.

Show Notes:
Adrian Jones: https://www.linkedin.com/in/adrianjo/

PIR 199 - The Future of Insurance by Bryan Falchuk

Mon, 15 Jun 2020 09:00:00 -0400

Tony interviews Bryan Falchuk about his upcoming book "The Future of Insurance: From Disruption to Evolution" which comes out June 24th. Bryan interviewed leaders at seven leading carriers about innovations projects that succeeded even against the obstacles of technological debt, conservative cultures, organizational immune systems and everything else we all face while trying to innovate in a traditional insurance company. Bryan distilled the key lessons in this easy to read and incredibly informative book published by Insurance Nerds.

Show Notes:

Bryan Falchuk: https://www.linkedin.com/in/bryanfalchuk/
Future of Insurance: http://future-of-insurance.com/
Preorder is live now: https://www.amazon.com/dp/B0896YGPK5/ref=as_li_ss_tl?ie=UTF8&linkCode=sl1&tag=newbodies-20&linkId=e087bd0f08616db6ecbef9214524ea4d&language=en_US

Purple Ponderings - Ep 9 - John and Bob of Hazardhub

Tue, 09 Jun 2020 12:00:00 -0400

Pankaj chats with John and Bob of Hazardhub.

Show Notes:
Pankaj: https://www.linkedin.com/in/pankajparashar/
Bob Frady: https://www.linkedin.com/in/bobfrady/
John Siegman: https://www.linkedin.com/in/johnsiegman/
Purple Ant: https://www.purple-ant.com

PIR 198 - InsurTech Hartford Innovation Challenge Awards Night

Mon, 08 Jun 2020 11:00:00 -0400

Rob Gablraith and Tony chat with Stacey Brown, Founder of InsurTech Hartford about his organization and the upcoming Innovation Challenge Awards Night coming up on June 20 which is free and open to all, but you have to register ahead of time. This is your opportunity to participate in an insurtech conference created from the start to be virtual, not just turned virtual:

More info here: http://www.insurtechhartford.com/
Stacey Browne: https://www.linkedin.com/in/staceybrown/

PIR Ep 197 - Interview with Nicos Vekiarides of Attestiv

Wed, 27 May 2020 10:00:00 -0400

Attestiv is an insurtech in the SIU space using blockchain to prevent insurance fraud and currently going through the Plug and Play Accelerator.

Show Notes:
Attestiv: https://attestiv.com/
Nicos Vekiarides: https://www.linkedin.com/in/nicos-vekiarides-4574723/
Plug and Play: https://www.plugandplaytechcenter.com/

PIR 196 - The Differing Effect of Covid on Insurance and Insurtech

Tue, 19 May 2020 08:00:00 -0400

Nick Lamparelli makes a guest appearance along with Broker Brett and they chat about how covid might affect insurance and insurtech differently. Will it be the end of insurtech?

Show Notes:
Nick: https://www.linkedin.com/in/nicklamparelli/
Brett: https://www.linkedin.com/in/brokerbrett/ and https://brokerbrett.com/
Coverager: https://coverager.com/

PIR - Ep 195 with Robin Kiera of Digital Scouting

Fri, 15 May 2020 08:00:00 -0400

Tony chats with Robin Kiera about the European insurance market, attention hacking and marketing in the 21st century.

Show Notes:

Robin Kiera: https://www.linkedin.com/in/dr-robin-kiera-33536931/
Digital Scouting: https://www.digitalscouting.de/

PIR - EP 194 - E-Sports and Insurance, with Thomas Verduzco-Weisel of Symbility

Tue, 12 May 2020 08:00:00 -0400

Tom and Tony chat about E-Sports and who this might be just the thing for insurers to reach younger audiences.

Show Notes:

Tom on LinkedIn: https://www.linkedin.com/in/thomas-verduzco-weisel/

PIR - EP 193 - Interview with Rick Tighe at National Flood Services

Tue, 05 May 2020 09:00:00 -0400

Tony chats with Rick Tighe, Managing Director at National Flood Services, about Flood and their awesome new platform Trident.

Show Notes:
Rick Tighe: https://www.linkedin.com/in/rick-tighe-81039b18/
National Flood Services: https://nationalfloodservices.com/

PIR - Ep 192 - The Economy we COULD Build Post Coronavirus

Wed, 29 Apr 2020 10:00:00 -0400

In this 90 minute, extended episode Tony takes a small panel through a journey of brainstorming what the economy COULD be post Coronavirus. Using Risk Management theory as a guide to build a more resilient world. This is not a normal episode and I would thank you for sharing it far and wide, beyond just the insurance and risk management community to encourage many more people to do their own brainstorming on how we could build a better economy for the rest of the 21st century.

PIR - Ep 191 - Coronavirus and Commercial Insurance

Mon, 27 Apr 2020 07:00:00 -0400

Juniper Labs wrote a fascinating white paper using history and analytics tools to help Commercial Insurers understand the potential long-term effect of Covid-19 on their books of business. On this episode Tony discusses the research with Co-Founders Lance Poole and John Stevenson.

Towards the end of the recording Tony interviews John on how we went from Underwriter to Data Analyst, after all, he's the PERFECT example of the underwriter of the future.

Show Notes:

The White Paper: shorturl.at/fkqNY

Juniper Labs: https://juniperlabs.io/
Lance Poole: https://www.linkedin.com/in/lancehpoole/
John Stevenson: https://www.linkedin.com/in/john-stevenson-74159233/

PIR Ep 190 - Best Practices and Horror Stories of Management During Coronavirus with Meg McKeen of Adjunct Advisors - Time to get comfortable with talking about emotions remotely

Wed, 22 Apr 2020 08:00:00 -0400

How should we manage our agencies while they're remote? Here's some best practices and horror stories. Ultimately, we have to get comfortable with discussing emotions remotely.

Show Notes:
Meg McKeen: https://www.linkedin.com/in/megmckeen/
Meg's appearance in E179: http://www.buzzsprout.com/87086/2458451-pir-e179-meg-mckeen-host-of-the-new-podcast-bound-determined

Meg's appearance in E144: http://www.buzzsprout.com/87086/987747-e144-hands-on-training-for-producers-agency-owners-with-meg-mckeen-of-adjunct-advisors

PIR - Ep 189 - Paul Gaglioti and Marc Hadfield of Habor.AI

Tue, 14 Apr 2020 09:00:00 -0400

Tony had a great chat with the co-founders of Harbor.AI

Show Notes:

Paul Gaglioti: https://www.linkedin.com/in/paul-gaglioti-iii-cic-48500335/
Marc Hadfield: https://www.linkedin.com/in/hadfield/

Harbor AI: https://www.harbor.ai/

PIR - Ep 188 - Interview with Cole Winans, CEO of Flyreel about Insurtech AI

Wed, 08 Apr 2020 09:00:00 -0400

Great discussion with Cole Winans about Flyreel and how AI can be used to better engage insurance customers in every part of the insurance process.

Cole Winans: https://www.linkedin.com/in/colewinans/

Flyreel: https://www.flyreel.co/

Purple Punderings - Ep 8 - Interview with Sean Harper, CEO of Kin

Mon, 06 Apr 2020 14:00:00 -0400

In this episode Sean Harper CEO of Kin shares his insights about how and why they are passionate about emerging technologies to create a different experience for customers and their journey from being Insuretech to MGA to carrier.

PIR Ep 187 - The Urgent Need for PRIA - Pandemic Risk Insurance Act for Coronavirus in 2020 and Beyond

Mon, 30 Mar 2020 13:00:00 -0400

Interview with Prof. Zach Finn of Butler University about PRIA - The Pandemic Risk Insurance Act that we desperately need. Incredibly interesting episode!

Prof. Zach Finn: https://www.linkedin.com/in/zachary-finn-msm-arm-ains-b235095/

PIR 186 - How to manage remote teams in insurance with Rita Willliams-Bogar

Thu, 26 Mar 2020 08:00:00 -0400

Rita Williams-Bogar: https://www.linkedin.com/in/ritawilliamsbogar/

Resources:
HBR.org has a daily email that you should be getting! (it's free)
Learn to use a tool like Slack
Doodle for setting meetings.
Shared sites? (Microsoft Teams, etc)

Contact info:
Email: Strategies@personaldevelopmentsolutionsllc.com
LinkedIn: Rita Williams-Bogar
Text: 201-404-7960.

PIR 185 - Ben Baker - How to retain employees through leadership

Mon, 23 Mar 2020 09:00:00 -0400

The Course: https://courses.yourbrandmarketing.com/courses/how-to-retain
Ben Baker: https://www.linkedin.com/in/yourbrandmarketing/
Your Brand Marketing: https://yourbrandmarketing.com/

PIR Ep 184 - Interview with Cyrena-Marie Arnold - VP Customer Success at Athenium Analytics

Tue, 17 Mar 2020 07:00:00 -0400

Cyrena-Marie Arnold: https://www.linkedin.com/in/wxcyrena/

Athenium Analytics: https://www.athenium.com/

Get Ready with Sam Renick: It’s Never Too Early for Financial Education - Ep 15

Sun, 15 Mar 2020 18:00:00 -0400

“The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an important idea that anyone can take action on.” - Sam Renick

In this episode, I spoke with Sam X. Renick, founder of the “It’s a Habit!” Company and co-creator of Sammy Rabbit about the importance of financial literacy. We discussed how advisors and companies can be be active in promoting financial literacy. We also discussed the importance of financial literacy for children and how to talk with children about money.

Connect with Sam Renick:

Website: Sam Renick (here) and Sammy Rabbit (here)

LinkedIn: Sam Renick (here)

Twitter: @SammyRabbit1

Please subscribe to the GET READY! With Tony Steuer podcast.

Bio:

Sam Renick is an internationally recognized leader and pioneer in financial literacy. In 2001, Sam founded the “It’s a Habit!” Company and co-created children's storybook character Sammy Rabbit to make it easy for anyone to talk to and teach young children about great money habits! Since then Sam has produced one of the largest libraries in the world of financial literacy resources. It includes stories and songs like Sammy’s Big Dream, Get in the Habit, S.A.V.E. Rainy Day, Lemonade Stand, Anyone Can Be Rich, Show Your Family the Way and more. Sam has also received numerous awards for his innovative work including National Financial Educators Council Financial Educator of the Year (2016), NJ Coalition for Financial Education Lifetime Achievement Award (2015), Excellence in Financial Literacy Education Program.

PIR Ep 183 - What's next for Diversity & Inclusion (D&I)?

Wed, 11 Mar 2020 10:00:00 -0400

Margaret Resce Milkint, Amy Waninger, Deidre Wright and Joshua Lamangan discuss D&I.

PIR Ep 182 - Travis Hedge Co-Founder at Vouch Insurance

Sun, 08 Mar 2020 18:00:00 -0400

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

https://www.vouch.us/

Jim Daggett, Executive Director of Insurance Technology Assoc on The Annual Event ITA Live

Wed, 26 Feb 2020 18:00:00 -0500

In this episode, Nick and Jim spoke about the history of ITA and ITA's 6 annual big event ITA Live. We also discussed the partnership between ITA and Insurance Nerds.

Meet Jim and The Insurance Nerds - ITA LIVE at http://www.itapro.org/ITALIVE
April 5-7 in Ft Lauderdale FL

subscribe to ITA Pro Magazine for free at http://www.itapro.org/mr

A Brief Interview with Mike Hessling, CEO of Gallagher Bassett.

Sat, 22 Feb 2020 16:00:00 -0500

A Brief Interview with Mike Hessling, CEO of Gallagher Bassett. Mike will be participating in the 2020 Claims and Litigation Management Annual Event in Dallas, TX from March 18-20.

Event Info Here: https://www.theclm.org/Event/ShowEventDescription/11972
Connect with Mike Hessling - https://www.linkedin.com/in/mike-hessling-6809516/

Purple Ponderings with Pankaj – E6: Pankaj Interviews Guy Russ of Church Mutual

Wed, 19 Feb 2020 17:00:00 -0500

(we apologize for the audio interference in this recording.)
In this episode, Guy Russ shares his perspective on IoT use case that Church Mutual has benefited from.

Connect with Guy Russ – https://www.linkedin.com/in/guyruss/
Book recommended by Guy – Thinking, Fast and Slow by Daniel Kahneman: https://amzn.to/2v1Ki0N

Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)

Sun, 16 Feb 2020 10:00:00 -0500

On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead. Sheryl Brown

In this episode, I spoke with Sheryl Brown, Founder of Females and Finance about starting a movement for women in financial services. We also discussed Sheryl’s work as an advocate for women. Lastly, we covered how women can be successful in the financial services industry.

Please subscribe to the GET READY! With Tony Steuer podcast.

PiR - E181: Collecting The Insurance User Experience with Meredith Kokas & Mike Crowe of Cleasurance

Sun, 16 Feb 2020 09:00:00 -0500

Recorded onsite at Cleasurance's No. Andover, MA home office (Nick is sitting on a bean bag chair...pretty insurtechy), this episode is about capturing user experiences from the interaction of buyers, policyholders, claimants and other stakeholders to the insurance experience. Mike Crowe and Meredith Kokas describe why Cleasurance started, what they do, how they do it and why it creates a rich and robust data set for stakeholders in insurance to understand whether we are satisfying our potential and actual customers.

*********************************************************************************************
CONNECT WITH:
Mike Crowe - https://www.linkedin.com/in/mkc211/
Meredith Kokas - https://www.linkedin.com/in/meredithkokos/
Cleasurance Home Page - https://clearsurance.com/

*********************************************************************************************
BOOKS RECOMMENDED BY MEREDITH & MIKE:
Mastering the Rockefeller Habits by Verne Harnish - https://amzn.to/37xhBpQ
Good to Great by Jim Collins - https://amzn.to/2vCIqvD
The Undoing Project by Michael Lewis - https://amzn.to/2vGbWQR
Scaling Up by Verne Harnish - https://amzn.to/2SRf4kP
The Originals by Adam Grant - https://amzn.to/3bLAHMq
Books on Testing & Optimization - https://amzn.to/3bJP4Av

*********************************************************************************************
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A Brief Interview with Steve Hunckler, CCO State Compensation Fund

Thu, 13 Feb 2020 08:00:00 -0500

This is a brief interview with Steve Hunckler, CCO State Compensation Fund. Steve will receive the Lifetime Achievement Award at the Claims and Litigation Management 2020 Annual Conference, which is being held March 18-20 in Dallas, TX. You can register for the event here: https://www.theclm.org/Event/ShowEventDescription/11972

Connect with Steve: https://www.linkedin.com/in/stephen-steve-hunckler-49942a7/

Amy Waninger Interviews Dr. Mark Tarmann Jr. (E1 See It To Be It - Special)

Sun, 09 Feb 2020 11:00:00 -0500

In a new series to Insurance Nerds, Amy Waninger interviews insurance professionals in various roles and functions so you can See It To Be It!

In this first episode, Amy interviews Dr. Mark J. Tarmann Jr. DBA, CPCU, ARM, AIC, AIS, AINS, API. The innovator behind #LaisseznotLazy, a dynamic speaker, researcher, and author dedicated to millennial employee development, retention, & leadership succession in the industry. With 13 years of industry experience, he has served various roles including his current positions as the PIP claim analyst for the Cumberland Insurance Group in
Bridgeton, NJ.

Connect with Dr. Mark Tarmann Jr.: https://www.linkedin.com/in/marktarmannjr/

PP - An Interview with Wade Milward - Millennial Commercial Brokers perspective

Tue, 04 Feb 2020 20:00:00 -0500

In this episode we get a unique perspective from someone who brings in a unique and refreshing ideas for opportunities leveraging emerging technologies within Commercial Broker segment

Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible

Sat, 01 Feb 2020 13:00:00 -0500

“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving - I couldn’t have said it better myself.” President Barack Obama recognizing Sheryl during a 2015 speech”.

We have to know who are resources are and how to tap in to them, know what kind of tools and strategies that we could get into. And how to find these people. Sheryl Garrett.

In this episode, Tony Steuer spoke with Sheryl Garrett, Founder of the Garrett Planning Network about being a trailblazer in the financial planning industry and building a network of fee-based financial planners. We also discussed Sheryl’s work as an advocate for the an authentic fiduciary standard and higher standards of care. Lastly, wee covered the unique challenges and opportunities for women in the financial services industry.

Please subscribe to the GET READY! With Tony Steuer podcast,

Bio:

Sheryl Garrett is the founder of Garrett Planning Network and has been dubbed "The All-American Planner," because of her zealous mission to "help make competent, objective financial advice accessible to all people." Sheryl is Consistently recognized as one of the most influential people in financial planning. Sheryl has also been honored to work with the House Subcommittee on Financial Services regarding predatory lending regulation and has testified before Congress on financial literacy and Social Security reform. In addition, Sheryl has authored, co-authored or served as a technical editor on over a dozen books and several magazine columns. These books include Garrett’s Guide to Financial Planning, Just Give Me the Answer$, Money Without Matrimony, Personal Finance Workbook For Dummies, A Family’s Guide to the Military For Dummies and Investing in an Uncertain Economy For Dummies.

PiR 180 - Charles Alexander on How Explainer Videos Can Improve Your Business

Sat, 25 Jan 2020 11:00:00 -0500

You may have seen an "explainer video". Here is one:

https://youtu.be/dtGhGxkqGUc

I once downloaded software to create my own explainer video, from which I created JUST ONE before I decided I would look to outsource going forward. Why? As much as I like them, it was harder and more time consuming than I thought.

In this episode, I discuss Explainer Videos with someone who specializes in them, Charles Alexander. We discuss not only what an explainer video is, but actually how to make one and why it makes sense to outsource it...as I did.

CONNECT WITH CHARLES:
LinkedIn - https://www.linkedin.com/in/yourcharlesalexander/
Homepage - http://www.yourcharlesalexander.com/

BOOKS RECOMMENDED BY CHARLES:
Psycho-Cybernetics by Maxwell Maltz - https://amzn.to/37uiuQL
Deep Work by Cal Newport - https://amzn.to/37snipU
Compound Effect by Darren Handy - https://amzn.to/37snipU
The Power of Habit by Charles Duhigg - https://amzn.to/2sTa32i
Books by Seth Godin - https://amzn.to/2GjPFuv

*********************************************************************************************

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Get Ready! with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)

Sun, 19 Jan 2020 14:00:00 -0500

“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something.” -Kerry Hannon

“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you - you’re not saving for retirement, you’re saving for life.” - Kerry Hannon

In this episode of Get Ready!, I spoke with Kerry Hannon, Author, Speaker and Career Strategist about mid-life career transitions. We also discussed Kerry’s “She Leads Workshops”, that facilitates women having conversations with other women to raise awareness of issues and challenges they face in securing, protecting and growing their wealth. Lastly, we covered Kerry’s advocacy work and testimony to Congress on older workers and the changing workscape, as well as the importance of women taking charge of their own financial planning.

Connect with Kerry Hannon:
LinkedIn: Kerry Hannon - https://www.linkedin.com/in/kerryhannon/
Website: https://kerryhannon.com/

Subscribe to Get Ready! with Tony Steuer:
Google Play - http://bit.ly/35oGBi5
iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083
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Spotify - https://open.spotify.com/show/4R8kE65GnCIeGr9WsxnsTm
Buzzsprout - http://www.buzzsprout.com/530449

Bio: Kerry Hannon is a nationally recognized strategist on career transitions, entrepreneurship, personal finance and retirement. She is a frequent keynote speaker, and TV and radio commentator. Kerry is the author of 13 books, including Never Too Old To Get Rich: The Entrepreneurs Guide To Starting a Business Mid-Life, Great Jobs for Everyone 50+, Money Confidence, Getting the Job You Want After 50 and Love Your Job: The New Rules for Career Happiness. She is an expert columnist and regular contributor to The New York Times, PBS website Next Avenue.org, Forbes and MarketWatch.

PiR E179 - Meg McKeen, Host of The New Podcast, "Bound & Determined"

Sat, 11 Jan 2020 11:00:00 -0500

In this episode of Profiles in Risk, we catch up with Adjunct Advisors founder, Meg McKeen. We discuss what she has been up to and introduce her new podcast Bound & Determined...as described on the website -

"Holding space for women in insurance to learn from, grow with and celebrate one another"

Connect with Meg McKeen - https://www.linkedin.com/in/megmckeen/
Adjunct Advisors Homepage - https://www.adjunctadvisors.com
Podcast - https://www.adjunctadvisors.com/podcast

Purple Ponderings With Pankaj: E5 - Fun with Rob Galbraith - The Most Interesting Man in Insurance!

Thu, 09 Jan 2020 16:00:00 -0500

In this episode, Rob aka The Most Interesting Man in Insurance shares what he got right AND wrong with his 1st book and gives us sneak peek of what he plans to cover in Book no 2 ...

Connect With Rob - https://www.linkedin.com/in/rob-galbraith-8707aa1/
The End of Insurance as We Know It - https://amzn.to/36C9ZCO

Get Ready with Tony Steuer with Guest, Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry.

Sat, 04 Jan 2020 17:00:00 -0500

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however, there are lots of different ways to do that, you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your insurance mission statement ” Nick Lamparelli

In this episode of Get Ready!, I spoke with Nick Lamparelli, Partner, Blogger and Podcaster with Insurance Nerds and Chief Underwriting Officer of reThought Insurance about the value of building an online community for the Insurance Industry. We also discussed how millennials are changing the insurance industry. Also covered is the impact for reThought Insurance of being a tech-centric MGA.

Connect with Nick Lamparelli:
LinkedIn: Nick Lamparelli (www.linkedin.com/in/nicklamparelli/)
Websites: Insurance Nerds (www.insnerds.com)
reThought Insurance (www.rethoughtinsurance.com)

Please subscribe to the GET READY! With Tony Steuer podcast.

E178 - Discussing Bryan Falchuk's New Book: The 50 75 100 Solution: Build Better Relationships

Wed, 01 Jan 2020 13:00:00 -0500

In this episode of Profiles in Risk, Bryan Falchuk returns and we discussed his new book The 50 75 100 Solution: Build Better Relationships.

In any relationship, whether professional, romantic, family, friendship or some other type, there are two sides to the story - yours and theirs. And in some of these, the dynamic is difficult and we wish for things to be better.

What if there was a way to have healthier relationships? For tough ones, what if you could make them easier, even if you think you aren't the cause of the problem? And for those that are already ok, what if you could make them happier, healthier and more fulfilling?

Subscribe at:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
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Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

HOW TO CONNECT WITH BRYAN:
LinkedIn - https://www.linkedin.com/in/bryanfalchuk/
Insurance Evolution Homepage - https://insurance-evolution.com/

BOOKS:
The 50 75 100 Solution by Bryan Falchuk - https://amzn.to/35dDAAX
Open Heart, Clear Mind by Thubten Chodron - https://amzn.to/39vAuvo

PiR - REPLAY of Bryan Falchuk, Author of DO A DAY and Long Time Insurance Professional

Mon, 30 Dec 2019 09:00:00 -0500

This episode is a replay of a conversation that Tony and Nick had with Bryan Falchuk. Bryan is a best-selling author and insurance professional. We discussed insurance, claims, consulting, health and weight loss and his book Do A Day. This video is a teaser for the New Year's day special where Nick interviews Bryan about his new book. Stay Tuned!

CONNECT WITH BRYAN - https://www.linkedin.com/in/bryanfalchuk/
DO A DAY book - https://amzn.to/2sosoEt

PiR REPLAY - Richard Leftley, CEO of MicroEnsure Discusses Microinsurance

Mon, 23 Dec 2019 09:00:00 -0500

This is a replay of episode 19. In this episode, Carly and Tony discuss microinsurance with Richard Leftley, founder and CEO of MicroEnsure, a global microinsurance specialist based in London.

Connect with Richard Leftley - https://www.linkedin.com/in/richardleftley/
MicroEnsure Homepage - https://microensure.com/

Subscribe at:
Buzzsprout RSS: http://www.buzzsprout.com/87086
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Overcast: https://goo.gl/8b4cbD
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YouTube: https://goo.gl/1Turar

PiR - REPLAY of Episode 8: Litigation, Claims and Analytics in Insurance with Wesley Todd of CaseGlide

Sun, 15 Dec 2019 21:00:00 -0500

This is a replay of Episode 8 where Wesley Todd and I discuss using modern analytics on litigation, claims from within insurance

Show Notes:
Wesley Todd: https://www.linkedin.com/in/wesley-todd-a9225929/
Caseglide:
http://www.Caseglide.com
http://www.insurancejournal.tv/videos/12272/
https://www.caseglide.com/blog/
https://www.linkedin.com/pulse/improve-collaboration-between-claims-underwriting-your-grant-woolven http://stoptexaslawsuitabuse.com/ https://en.m.wikipedia.org/wiki/Wally_Pipp
https://en.m.wikipedia.org/wiki/Billy_Beane

Profiles in Risk - Special Thanksgiving Edition: Discussing Lemonade's Latest Transparency Chronicle

Wed, 27 Nov 2019 12:00:00 -0500

Tony Cañas hosts Profiles in Risk and talks with Nick Lamparelli about the latest Lemonade Transparency Chronicles - https://www.lemonade.com/blog/zero-to-100/

GET READY! With Mike Pepe: E8 - Improving Life Insurance Review Processes with Technology

Sun, 24 Nov 2019 11:00:00 -0500

"The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do" - Mike Pepe

In this episode of GET READY!, Tony Steuer spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance policy management system. We discussed how Proformex utilizes technology to enable insurance agents, financial advisors and trustees to more efficiently manage their customers life insurance policies. Mike and I also covered how Proformex is designed to expedite the policy review process and proactively clear customers of potential problems with their client’s life insurance policies. Mike also shared his thoughts on the future of best practices in the life insurance industry.

Connect with Mike Pepe:
LinkedIn - Mike Pepe (here)
Website - https://www.www.proformex.com

Thought leaders mentioned: Stay informed: Proformex Blog, Jon Mendelsohn - Ashar group, Barry Flagg - Veralytic, Tate Groome - LifeTrust3D), Bobby Samuelson - The Life Product Review, Chad Neifer - inForce inSights. Links to their sites can be found here.

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PiR - E177: Will Hold, CEO of The National Alliance on Insurance Designations and the Future of Learning

Sat, 16 Nov 2019 17:00:00 -0500

As many of you know, the CIC designation is one of the toughest and grueling insurance-based designations there is. In this episode of Profiles in Risk, I spoke with William Hold, CEO fo The National Alliance which runs the CIC and several other designations. We talked about insurance, insurance education and how the digital environment is changing both.

HOW TO CONNECT WITH WILLIAM HOLD:
LinkedIn - https://www.linkedin.com/in/williamhold/
National Alliance Home Page - https://www.scic.com/?SID=g62i2inagqct18qd1v8empi3o5

Purple Ponderings with Pankaj - E2: Buzzwords in IoT

Sat, 16 Nov 2019 09:00:00 -0500

In this episode, Pankaj breaks down many of the most commonly used buzzwords in IoT conversations.

GET READY! with Tony Steuer: E7 - Using Innovative Technology To Empower Financial Preparedness

Sat, 09 Nov 2019 08:00:00 -0500

"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry

"Financial literacy is the first step, you then need to take action, and to be intentional." Zach Blumenfeld

In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of Cookiejarsavings.com about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness.

Connect with: Roshni Chowdhry and Zach Blumenfeld:

LinkedIn - Roshni Chowdhry (here) and Zach Blumenfeld (here)
Website - https://www.cookiejarsavings.com

Please remember to subscribe to the GET READY! With Tony Steuer podcast.
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YoouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR

Profiles in Risk - E176: Jason Silver of Vlocity Discusses Cloud Platforms on Salesforce

Sun, 03 Nov 2019 19:00:00 -0500

In this episode of Profiles in Risk, I spoke with Jason Silver of Vlocity. Vlocity is building insurance-based carrier platforms on top of Salesforce, the most popular cloud-based CRM, used by millions globally. We discussed the importance of agile development via the cloud and why it was important to build on top of a platform such as Salesforce.

CONNECT WITH JASON SILVER:
LinkedIn - https://www.linkedin.com/in/jason-silver-92677a3/
Vlocity Homepage - https://vlocity.com/

MENTIONED IN THIS EPISODE:
Salesforce platform - https://vlocity.com/partners/salesforce
Evernote - https://evernote.com/
Engagio - https://www.engagio.com/
Zoom - https://zoom.us/

BOOKS RECOMMENDED BY JASON:
Behind the Cloud by Marc Benioff - https://amzn.to/2PPrU3v

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Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Get Ready with Tony Steuer - E6 Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse

Wed, 23 Oct 2019 17:00:00 -0400

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger

In this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and enforcement.

CONNECT WITH Neil Granger:
LinkedIn - Neil Granger: https://www.linkedin.com/in/neil-granger
Website - https://www.elderinsuranceabuse.com
Resources:

California Advocates for Nursing Home Reform: https://www.canhr.org (much more than nursing homes)
California Department of Insurance: https://www.insurance.ca.gov
Financial Regulatory Links: https://www.tonysteuer.com

Get Ready! with Tony Steuer - E5: David Paul and the Future of Insurance Company Financial Analysis

Sat, 12 Oct 2019 15:00:00 -0400

Any analysis should be measurable and quantifiable - David Paul

If you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to fail - David Paul

In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance trends. David and I discussed trends with insurance company financial analysis and the unique approach that his firm, Alirt Research takes in evaluating insurance companies. We also discussed his philosophy in analyzing insurance companies.

CONNECT WITH David Paul:
LinkedIn - https://www.linkedin.com/in/david-paul
Website - https://www.alirtresearch.com

PiR - Ep 175: Swipe Left, Swipe Right! FindBob on Building A Transition Management Platform

Sun, 06 Oct 2019 20:00:00 -0400

In this episode of Profiles in Risk, I spoke with Roland Chan, Founder and CEO of FindBob. FindBob is solving the problem of business continuity, transition and succession with financial services firms. Agents & brokers can spend a lifetime creating a lot of value with their books of business. FindBob helps them prevent a sudden deterioration due to illness or worse.

CONNECT WITH ROLAND CHAN:
LinkedIn - https://www.linkedin.com/in/chanroland/
FindBob Homepage - https://www.findbob.io/

MENTIONED IN THIS EPISODE:
A Tribe Called Quest - https://amzn.to/2OmYrwO
Moleskin Notebooks - https://amzn.to/2p02lRW
Agile Software Development - https://www.agilealliance.org/agile101/
Jira Software - https://www.atlassian.com/software/jira/agile
Trello Software - https://trello.com/en-US
Slack - https://slack.com/
Copper (Prosperworks) - https://www.copper.com/

BOOKS RECOMMENDED BY ROLAND:
Books by Eric Reis - https://amzn.to/2Iv00oN
Books by Steve Blank - https://amzn.to/2LSqi6E
Drive by Daniel Pink - https://amzn.to/2AQbHSE
Great by Choice by Jim Collins - https://amzn.to/2AJUg6r
Following Ezra by Tom Fields-Meyer - https://amzn.to/2IqUtzw

Get Ready! with Tony Steuer - E4: The Value of PR and Developing Your Brand

Mon, 23 Sep 2019 09:00:00 -0400

“Keep your mind open to new perspectives and possibilities to help people” - Emily Adams

“For every initiative, think about how you can help others rather than what you can get out of it” - Sharon Bially

In this episode of GET READY!, I spoke with public relations and marketings experts Emily Adams and Sharon Bially about the value of PR, earning media placement and developing our personal brand. The key to PR is about staying focused on serving your audience and clients. We also discussed how you can amplify your message and the future of marketing.

CONNECT WITH Emily Adams and Sharon Bially:
LinkedIn -
Emily Adams: https://www.linkedin.com/in/emily-adams and
Sharon Bially: https://www.linkedin.com/in/sharon-bially
Website - thoughtsavvymarketing.com

E174 - Yanira Borges, CEO of SideKick.Tools on Organizational Effectiveness

Wed, 18 Sep 2019 08:00:00 -0400

"People in an organization are human and they're messy" - Yanira Borges

In this episode of Profiles in Risk, Yanira Borges and I had a spirited discussion about team and business productivity and effectiveness. We discussed how much accountability makes a difference in the productivity of a team and how SideKick.Tools got started.

CONNECT WITH YANIRA BORGES:
LinkedIn - https://www.linkedin.com/in/yanira-borges/
SideKick.Tools homepage - https://www.sidekick.tools/

MENTIONED IN THIS EPISODE:
Salesforce - https://www.salesforce.com/
Zapier - https://zapier.com/
Atlassian (Jira) - https://www.atlassian.com/
Asana - https://asana.com/
10% Happier App - https://www.tenpercent.com/

BOOKS RECOMMENDED BY YANIRA:
Leading Change by John Kotter - https://amzn.to/31Fzf8N
4 Disciplines of Execution by Chris McChesney - https://amzn.to/30eAfE8
Think and Grow Rich by Napolean Hill - https://amzn.to/31FbiOT
E-Myth by Michael Gelber - https://amzn.to/2OjTXr3

Get Ready! with Tony Steuer - E3: Smarter Estate Planning with Chris Hall, Founder of EP Navigator

Wed, 11 Sep 2019 15:00:00 -0400

Welcome to the GET READY! Podcast. In this episode, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the individualized aspects. The future of financial services is about creating the right balance with technology and people.

Connect with Chris Hall:
LinkedIn: https://www.linkedin.com/in/chrisepnavigator/
EPNavigator home page: https://www.epnavigator.com

Subscribe to the GET READY! With Tony Steuer Podcast

Buzzsprout: http://www.buzzsprout.com/530449
YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA

PiR - 173: Cyber Risk, Security & Insurance with Dom Vogel of Cyber.sc

Sat, 07 Sep 2019 10:00:00 -0400

"Cyber is NOT just an IT Problem" - Dom Vogel

In this episode of Profiles in Risk, I spoke with cybersecurity expert Dom Vogel about Cyber exposure, risk, and insurance. While the big companies are making the headlines, Dom is quick to point out for small and mid-sized companies, cyber is a real and existential threat to their organization. Thus, it's not just an IT issue, cybersecurity must become part of the fabric of the company's entire risk management culture from senior leadership, downwards.

CONNECT WITH DOMINIC VOGEL:
LinkedIn - https://www.linkedin.com/in/domvogel/
Cyber.sc Homepage - https://www.cyber.sc/resources.html

MENTIONED IN THIS EPISODE:
PayPal/TIO Networks breach - https://www.usatoday.com/story/tech/2017/12/04/paypal-acquired-company-reports-many-1-6-million-users-breached/919090001/
Dark Reading - https://www.darkreading.com/
Disneyland - https://disneyland.disney.go.com/
The Beatles - https://amzn.to/2ZKjIHO
Google Calendar - https://calendar.google.com/calendar/r

BOOKS RECOMMENDED BY DOM:
Million Dollar Consulting by Alan Weiss - https://amzn.to/2ZVt52F
Hands Free Mama by Rachel Stafford - https://amzn.to/2ZWCuXF

Get Ready! with Tony Steuer - E2: Bob Bingham on The Future of Financial Services

Sat, 31 Aug 2019 10:00:00 -0400

Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out?

In this episode, Tony spoke with Bob Bingham. Bob is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to $5 billion in assets, has nine partners, and approximately 50 employees in two Bay Area offices - its headquarters in San Francisco and its branch office in Redwood Shores.

Connect with Bob Bingham:
Bingham, Osborn and Scarborough home page: www.bosinvest.com

PiR - E172: ClaimSpace, Benekiva & Infinilytics Interviews (2019 Nassau Re Incubator)

Sun, 25 Aug 2019 15:00:00 -0400

In this episode of Profiles in Risk, I interviewed Gilberto Spencer of ClaimSpace, Bobbie Shrivastav & Brent Williams of Benekiva, and Sri Ramaswamy of Infinilytics. All three companies were part of the most recent cohort of the Nassau Re/ Imagine incubator in Hartford, CT.

Get Ready! with Tony Steuer - Episode 1: The Future of Written Content With Tanya Hall, CEO of Greenleaf Book Group

Sat, 17 Aug 2019 09:00:00 -0400

Do you know how to build your brand? What is the future for long-form content and books? Are you prepared for the future of marketing yourself and your company?

In this episode, Tony spoke with Tanya Hall. Tanya is the CEO of Greenleaf Book Group, author of "Ideas, Influence, and Income" and one of the reasons Tony is a published author and now a podcaster. Tanya discussed branding and the future of written content.

Connect with Tanya Hall:
LinkedIn: https://www.linkedin.com/in/tanyajhall/
Greenleaf Books home page: www.greenleafbooksgroup.com
Tanya’s book site: ideasinfluenceandincome.com and Amazon: https://amzn.to/2KCKg4E

SUBSCRIBE TO GET READY! WITH TONY STEUER:
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YouTube: https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR

PiR - E171: Interviews From The 2019 Insurance Nexus AI & Analytics Conference

Sun, 11 Aug 2019 15:00:00 -0400

If you weren't able to make The 2019 Insurance Nexus AI & Analytics Conference, here is a flavor for what you missed. In this episode, I interviewed various attendees, vendors and the hosts of the conference.

In order of appearance:
Jeroen Morrenhof of FRISS
Jim Murphy of FRISS
Charles Dagas of Element.ai
Zahid Ansari of X by 2, LLC
Dave Jowell of GIA Map, LLC
and hosts Doville Nastopkaite & Marsha Irving of Insurance Nexus

PiR - E170: Jennifer Linton of Fenris Digital on Putting The Customer First

Sat, 27 Jul 2019 09:00:00 -0400

"An insurtech company is like a dog, every year is like 7 years"

In this episode of Profiles in Risk, I spoke with long-time friend Jennifer Linton, founder and CEO fo Fenris Digital. Fenris enables friction-free applications. With just the name an address of an applicant, Fenris Digital predictively scores & pre-fills applications for commercial, personal and life applicants to determine propensity to buy, lifetime value, credit bin & financial worthiness and upsell and cross-selling opportunities.

Jen has had prior successful exits and is a role model for current entrepreneurs and entrepreneur-in-waiting!

CONNECT WITH JENNIFER LINTON:
LinkedIn - https://www.linkedin.com/in/lintonjen/
Fenris Digital Homepage - https://fenrisd.com/

BOOKS RECOMMENDED BY JEN:
The End of Insurance As We Know If by Rob Galbraith - https://amzn.to/2YnRKMD
All Things Pride and Prejudice - https://amzn.to/2LK1LSu
All Things Little Women - https://amzn.to/2LQsnkP

GolfCour.se Ep 7: What happens when you invite insurance execs to dinner and a podcast?

Mon, 22 Jul 2019 23:00:00 -0400

We invited ten thoughtful insurance execs to dinner and an anonymized podcast. Then, we recorded a real conversation about the future of insurance.

This dinner was sponsored by our friends at Microsoft.

PiR - E169: All About Captive Insurance Companies With Aaron Gordon of Gordon Insurance Services

Sat, 20 Jul 2019 10:00:00 -0400

"No left turns! No reverse!"

Risk management is all about being proactive in the management of risk. Rather than being a victim, risk management allows companies (and individuals) the opportunity to engage, learn and implement strategies that reduce injuries, losses and ultimately the expenses associated with those, including insurance costs.

In this episode of Profiles in Risk, I spoke with Aaron Gordon about captives. Captives are a decades-old strategy for companies to take proactive control of their risk management. It is the company putting their money where their mouth is when it comes to their risk and exposure. We talked about which companies should form captives, why, what exposures can be placed into the captive and what it takes operationally to set one up and maintain.

CONNECT WITH AARON GORDON:
LinkedIn - https://www.linkedin.com/in/aarongordon/
Twitter - https://twitter.com/nyriskadvisor
Gordon Companies Homepage - https://gordoncompanies.com/

MENTIONED IN THIS EPISODE:
Delaware Captive Insurance Association - https://www.delawarecaptive.org

BOOKS RECOMMENDED BY AARON:
Insuring Tomorrow by Insurance Nerds - https://amzn.to/2Y1f6XV
The End of Insurance As We Know It by Rob Galbraith - https://amzn.to/2YdquUZ
How to Sell When Nobody's Buying by David Lakhani - https://amzn.to/2JS1Dgh
Powerful Personal Brands by Ben Baker - https://amzn.to/2XY702o

GolfCour.se Ep 6: Where are women winning? (with Margaret Resce Milkint)

Tue, 16 Jul 2019 17:00:00 -0400

On the golfcour.se I talk to Margaret Resce Milkint about the data initiative she is chairing to quantify the state of women leaders in insurance, rather than rely on anecdotes.

The survey deadline is August 31 and results will be released October 23.

In order to register, company representatives should send an email to wii@stemconnector.com (there is no online link to survey)

For more information, you can suggest followers check out the FAQ.

E168 - Sarah Muniz on Increasing Your Productivity With Virtual Assistants

Sat, 13 Jul 2019 09:00:00 -0400

80% of agency and brokerage work does NOT require a license. This means that trained personnel can do this and allow licensed staff to do what they do best (sell and service clients).

In this episode of Profiles in Risk, I spoke with Sarah Muniz of Cover desk about the use of virtual assistants to help brokers and agents become more productive.

CONNECT WITH SARAH MUNIZ:
LinkedIn - https://www.linkedin.com/in/sarah-muniz-a83b2794/
Cover Desk Hompage - https://coverdesk.com/

MENTIONED IN THIS EPISODE:
The new Journey singer - https://www.youtube.com/watch?v=FWC9MHgpL8U
Zoho CRM - https://www.zoho.com/
Headspace app - https://www.headspace.com/headspace-meditation-app

PiR - E167 - Teaching Employees to be Safe, With Blaine Hoffmann, Podcaster and VP of iReportSource

Sat, 06 Jul 2019 11:00:00 -0400

Delays to the treatment of injured employees makes that ultimate treatment more expensive. Educating employees on workplace safety and how technology can help employers and employees aggressively tackle injuries and treatment was the subject of my conversation with Blaine Hoffmann of iReportSource.

CONNECT WITH BLAINE HOFFMANN:
LinkedIn - https://www.linkedin.com/in/blainejhoffmann/
The SafetyPro Podcast - http://www.thesafetypropodcast.com/
iReportSource Homepage - https://ireportsource.com/

BOOKS RECOMMENDED BY BLAINE:
Lean Safety by Robert Hafey - https://amzn.to/30pKeSR
The 5 Dysfunction of a Team by Patrick Lancione - https://amzn.to/2LIyAxZ
Getting Naked by Patrick Lancione - https://amzn.to/2LIuhCQ

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

PiR - E166: What Do You Want to Be? Branding with Ben Baker of Your Brand Marketing

Sat, 29 Jun 2019 21:00:00 -0400

When someone Googles your name or your company's name, what will they find? How do potential customers or employers think of you? If you own a company, what do potential employees think of you?

In this episode of Profiles in Risk, I spoke with Ben Baker, author and President of Your Brand Marketing about the importance of branding on a personal and business level.

CONNECT WITH BEN BAKER:
LinkedIn - https://www.linkedin.com/in/yourbrandmarketing/
Your Brand Marketing Homepage - https://yourbrandmarketing.com/get-started/

MENTIONED IN THIS EPISODE:
Powerful Personal Brands by Ben Baker - https://amzn.to/2Nop4mq
Your Living Brand Podcast - http://yourlivingbrand.live/
ACT CRM - https://www.act.com/
Dropbox - https://www.dropbox.com/
Carbonite backup - https://www.carbonite.com/
Zoom conferencing - https://zoom.us/

BOOKS RECOMMENDED BY BEN:
Books by Seth Goding - https://amzn.to/2Xih6Qm
Getting to Yes by Roger Fisher - https://amzn.to/2FKoau3
Getting Past No by William Ury - https://amzn.to/2XMt6sQ

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

GolfCour.se Ep. 5: Are carriers stuck in the innovators dilemma? (with Alex Maffeo, Boost Insurance)

Fri, 28 Jun 2019 14:00:00 -0400

I’ve invited Alex Maffeo, CEO of Boost Insurance on the GolfCourse to talk about how the infrastructure to facilitate disruptive innovation is broken and how Boost Insurance is fixing it to accelerate a robust market for new ideas and new approaches to insurance.

Learn more about Boost Insurance at BoostInsurance.io

GolfCour.se Ep 4: Insurance evolves quickly (with Paul Tetrault, Insurance Library)

Thu, 27 Jun 2019 16:00:00 -0400

I’ve invited Paul Tetrault to join me on the golf Course, Paul is the Executive Director of the Insurance Library, a hidden gem of information, resources and knowledge about the evolution of insurance products and new innovations, spanning back 132 years.

You can find more information about the Insurance Library at insurancelibrary.org

PiR - E165: Preventing Internal Water Damage with AIsling Carlson of Flo Technologies by Moen

Sun, 23 Jun 2019 20:00:00 -0400

It's amazing, but internal water damage causes more insured losses each year than fires. Frozen pipes, ruptured hoses, and even small leaks (mold and unseen property losses) cause billions of dollars in property damage each year. Luckily we are in the advent of a new period where technology can come to the rescue.

In this episode of Profiles in Risk, I speak with Aisling Carlson of Flo Technologies by Moen about their IoT water sensor which cannot only shut off the master water valve but can detect small leaks which may not become noticeable for years and which can cost a ton in property damage and water bills.

CONNECT WITH AISLING CARLSON:
LinkedIn - https://www.linkedin.com/in/aisling-carlson/
Flo by Moen Homepage - https://meetflo.com/

MENTIONED IN THIS EPISODE:
Slack - https://slack.com/
Pocket App - https://getpocket.com/

BOOKS RECOMMENDED BY AISLING:
A Little History of the World by EH Gombrich - https://amzn.to/2X1xrIT
Dare to Lead by Brene Brown - https://amzn.to/2X1xrIT

PiR - E164: Karen Geva on the Fintech/InsurtechStartup Scene in Israel

Sat, 15 Jun 2019 14:00:00 -0400

Isreal is known as "startup nation". The Israeli startup scene, especially in fintech and insurtech, has been imported to the US. We see it in Lemonade and Hippo as two examples (of many).

In this episode of Profiles in Risk, I spoke with Karen Geva who describes why this is the case.

GolfCour.se Ep 3: The most important question for insurtechs to ask (with Austin Tucker)

Thu, 13 Jun 2019 09:00:00 -0400

Welcome to the GolfCour.se, a modern forum for business conversations in insurance.

Today, I’ve invited Austin Tucker to link up and chat about successful strategies for making valuable long-term connections, generating new business leads, or identifying partnership opportunities at conferences.

You can read more from Austin via Insurance Nerds at https://insnerds.com/author/austintucker/

PiR - E163: Revolutionizing the Life Insurance Experience With Brent Williams of Benekiva

Sat, 08 Jun 2019 08:00:00 -0400

I met Brent Williams over a year ago at a conference (recorded here: https://insnerds.com/profiles-in-risk-e81-bonus-episode-conversations-at-insurtech-rising-in-boston-2018/). Since then, I’ve had a chance to talk to Brent and his team on many occasions and each time I’ve walked away more and more impressed. About half-way through this interview, Brent brings up how the Benekiva solution can actually be a revenue generator to insurers, and something he told me a year ago finally registers in my head (in the video you can see it happen, as if I found a $100 bill on the sidewalk). If you are an in a startup, you will absolutely learn a lot from Brent. Insurance Nerds is aggressively negotiating with him for the rights to his book!

CONNECT WITH BRENT WILLIAMS:
LinkedIn - https://www.linkedin.com/in/brentewilliams1/
Benekiva Homepage - https://www.benekiva.com/page/our-story

MENTIONED IN THIS EPISODE:
Google Apps - https://gsuite.google.com/
Hub Spot CRM - https://www.hubspot.com/
Slack - https://slack.com/

BOOKS RECOMMENDED BY BRENT:
Startupland by Mikkel Svane: https://amzn.to/2F1zn9d
The Everything Store by Brad Stone: https://amzn.to/2MDaeIb
How to Turn Down A Billion Dollars; The Snapchat Story by Billy Gallagher: https://amzn.to/2WrPFyb

GolfCour.se E 2: The journey of new products (with Jason LaMonica, AXA XL)

Wed, 05 Jun 2019 19:00:00 -0400

Welcome to The Golf Course, a modern forum for business conversations in insurance.

Today, I’ve invited Jason LaMonica of AXA XL to join me for a round on the podcast. We chat about what it’s like to launch a new line of business and the importance of providing value-added risk management services and support to customers.

For more information on Jason or subcontractor default insurance (SDI) visit: https://axaxl.com/insurance/about-us/our-experts/jason-lamonica

Let’s tee it off.

GolfCour.se E 1: Pilots take iteration (with Nick Suhr, KASKO)

Mon, 03 Jun 2019 12:00:00 -0400

Welcome to the golf course, a modern forum for business conversations in insurance.

On the golf course today, I chat with Nikolaus Suhr about how to have more innovation quicker. Nikolaus’s company Kasko is facilitating more pilots, with less money, specifically for insurance carriers.

Kasko helps innovative insurers to shape the future of the industry. It offers an API-powered agile insurance product and distribution platform that operates between digital customer touchpoints and legacy IT systems.

Let’s tee it off.

PiR - E162: The Quest For The Perfect Model With HazardHub

Sun, 02 Jun 2019 17:00:00 -0400

In this episode of Profiles in Risk, I spoke with Josef Litchfield, Brady Foust and Bob Frady of HazardHub. We discussed their new US Wildfire model. What does it take to build a model? Well, it takes a ton of work, data and time. And unfortunately, when it's over, the process begins anew, because in the quest for the perfect model, the work never ends.

CONNECT WITH:
Josef Litchfield - https://www.linkedin.com/in/josef-litchfield-22b4023a/
Brady Foust - https://www.linkedin.com/in/brady-foust-156320125/
Bob Frady - https://www.linkedin.com/in/bobfrady/
HazardHub Homepage - https://hazardhub.com/
Free Home Risk Report - https://freehomerisk.com/

MENTIONED IN THIS EPISODE:
Sisyphus - https://en.wikipedia.org/wiki/Sisyphus
Tantalus - https://en.wikipedia.org/wiki/Tantalus

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
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Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

PiR - E161:Adam Painter on Adjusting, Claims, Podcasting and Beards

Sat, 25 May 2019 09:00:00 -0400

In this episode of Profiles in Risk, I spoke with Adam Painter, property claims adjuster, & podcast host. It is fitting that on this Memorial Day weekend, we salute people like Adam, who have forged new careers in insurance but once sacrificed his life for the US Navy as a Bomb Disposal Tech. Thank you for your service Adam, and thank you for sharing your story.

CONNECT WITH ADAM PAINTER:
LinkedIn - https://www.linkedin.com/in/adam-painter/
Homepage: https://www.ap-adjusting.com/about-us.html
The Adjuster Shoe Podcast: https://www.ap-adjusting.com/the-adjuster-show.html

BOOKS RECOMMENDED BY ADAM:
The 4-Hour Workweek by Tim Ferris: https://amzn.to/2Mc2Sex
Books by Vince Flynn: https://amzn.to/2WlyZMP
The F-it List by Julie Halpern: https://amzn.to/2wjkzxY
The Boys in the Boat by Daniel James Brown: https://amzn.to/2wjkzxY

PiR - E160: Innovating WITHIN Insurance with David Mocklow of Gramercy Risk

Sat, 18 May 2019 09:00:00 -0400

When the cat's away, the mice will play. In this episode, Wesley Todd of CaseGlide takes over the control booth at Insurance Nerds Central to interview David Mocklow. David is an insurance veteran. More importantly, David is innovating the insurance business model from within. David and Wes discuss the different ways and strategies needed to move the needle from within an established insurance organization and from within the industry.

CONNECT WITH DAVID MOCKLOW:
LinkedIn - https://www.linkedin.com/in/david-mocklow/
Gramercy Risk Homepage - https://gramercyrisk.com/

CONNECT WITH WESLEY TODD:
LinkedIn - https://www.linkedin.com/in/wesley-todd-a9225929/
Caseglide Homepage - https://www.caseglide.com/

PiR - E159: Phil Palmer on The Insurance Employment Marketplace

Sat, 11 May 2019 12:00:00 -0400

In this episode of Profiles in Risk, I spoke with Phil Palmer, recruiter extraordinaire. We discussed how to think about one's career, how to think strategically about positioning yourself not only for your next position but the position after that. We also discussed what companies are looking for and perhaps most interestingly, Phil believes that the talent gap may not be as bad as predicted as many of the lost jobs will not be replaced by humans, but with technology.

CONNECT WITH PHIL PALMER:
LinkedIn - https://www.linkedin.com/in/concentricrecruiters/

MENTIONED IN THIS EPISODE:
Pandemic Modeling - https://www.casact.org/community/affiliates/case/0914/pandemic.pdf
Casualty Modeling - https://www.insurancebusinessmag.com/us/news/breaking-news/casualty-risk-modelling-continues-important-growth-63944.aspx

BOOKS RECOMMENDED BY PHIL:
Think and Grow Rich by Napolean Hill - https://amzn.to/2YrzP85
The Greatest Salesman in the World by Og Mangino - https://amzn.to/2E432hr
Books by Malcolm Gladwell - https://amzn.to/2VTEsdz
Strategy of The Dolphin by Dudley Lynch - https://amzn.to/2YvMEOT
Future Perfect by Stan Davis - https://amzn.to/30a2twd
Future Shock by Alvin Toffler - https://amzn.to/2EgaXZt
Books by David Sedaris - https://amzn.to/2YrGNtU
Originals by Adam Grant - https://amzn.to/2HeijOS
Questions Are The Answers by Hal Gregersen- https://amzn.to/2Q2iXlu
Mind Set by Carol Dweck - https://amzn.to/2Yn9ubd

In$urtech Rap!

Wed, 08 May 2019 07:00:00 -0400

WORLD PREMIERE MUSIC VIDEO from hot new artist C-Gold-Ru$h!

PiR E158 - Chris Paradiso, on Branding - Be You, Be Real

Sun, 05 May 2019 16:00:00 -0400

Be You, Be Real.

In this episode of Profiles in Risk, I spoke with Chris Paradiso, agency owner and principal of Paradiso Presents, a firm dedicated to helping other insurance agencies develop branding in the digital and social media age. Your branding is one of the single most important things you can do as an individual or business professional. What is the image or first thing others think of you when they hear your name? Chris asked me about Geico and I was quickly able to recite their "15 minutes saves 15%" tag line. How do you want others to remember you???

CONNECT WITH CHRISTOPHER PARADISO:
LinkedIn -https://www.linkedin.com/in/christopherparadiso/
Paradiso Presents Homepage - https://www.paradisopresents.com/

MENTIONED IN THIS EPISODE:
Sample Brand Guides - https://blog.hubspot.com/marketing/examples-brand-style-guides
Agency Performance Partners - https://www.agencyperformancepartners.com/
Rough Notes - http://roughnotes.com/

BOOKS RECOMMENDED BY CHRIS:
The Power of Human Connection by Kody Bateman: https://amzn.to/2Y68xDX
Different: Escaping The Competitive Herd by Youngme Moon: https://amzn.to/2WpuJIJ

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

PiR - E156: Dustin Lemick, CEO of BriteCo on The Disruption of Jewelry Insurance

Sat, 27 Apr 2019 14:00:00 -0400

There are many issues that come up in providing insurance for jewelry. Perhaps the biggest single issue screaming for a solution, is in property valuation which in many cases creates conflict at claims time. The process of appraisal, and accuracy of proper valuation over time was screaming for an efficient solution using technology. Dustin Lemick, who has jewelry sales in his DNA, saw these problems and decided to solve this problem.

In this episode, we discuss jewelry, valuations, technology and the creation of an insurtech company, BriteCo, to solve these problems.

CONNECT WITH DUSTIN LEMICK:
LinkedIn - https://www.linkedin.com/in/dustin-lemick-0902383/
BriteCo Homepage - https://brite.co/

MENTIONED IN THIS EPISODE:
HDI Global - https://www.hdi.global/us/en
Perr & Knight - https://www.perrknight.com/
Slack - https://slack.com/
Master of Scale Podcast - https://mastersofscale.com/

BOOKS RECOMMENDED BY DUSTIN:
Blitzscaling by Reid Hoffman - https://amzn.to/2PvAQIQ

PiR - E155: The 2019 Insurance Nexus Awards Show Preview

Fri, 26 Apr 2019 13:00:00 -0400

In this special episode of Profiles in Risk, I host a panel of judges for the upcoming Insurance Nexus Awards to be held on September 12, 2019, in Chicago. We discussed:

- Why is it important to recognize excellence in our industry?

- There are 4 categories with the word "innovation or innovative" in them. What does innovation mean to you? How did you go about thinking and quantifying it for judging purposes?

- How much has pure technology played in "innovation"? How much innovation are you seeing that doesn't necessarily require technology?

My panel includes:

Dawn LeBlanc, Managing Director of Hartford Insurtech Hub: https://www.linkedin.com/in/dawn-leblanc-innov11/

Margaret Resce Milkint, Managing Partner at The Jacobson Group: https://www.linkedin.com/in/margaret-resce-milkint-2599311/

Nicole Cook, Managing Director of The Global Insurance Accelerator: https://www.linkedin.com/in/nicolejunecook/

Paul Carroll, Editor in Chief at Insurance Thought Leadership: https://www.linkedin.com/in/paul-carroll-3a91694/

Scott McCormick, President of The Connected Vehicle Trade Association: https://www.linkedin.com/in/scott-mccormick-391b19/

You can download you nominations pack, register to attend and learn more about the event here: https://events.insurancenexus.com/awards/?utm_source=INS+Nerds&utm_medium=podcast&utm_campaign=5087

PiR - E154: Chris Jarvis On What It Takes To Become Part of the 0.1%!

Sun, 21 Apr 2019 18:00:00 -0400

"Time is worth MORE than Money" - Chris Jarvis

Chris Jarvis is a math nerd, former actuary, a Certified Financial Planner, a million dollar producer, and entrepreneur. In his dealings working for and with Billionaires, Chris came to an important insight: by studying hard and working hard, one can get into the top 1% of earners. But to get beyond that (such as to get into the top 0.1%), studying or working harder is unlikely to move the needle. At this level of earnings, time is another competitor. We all only have 24 hours a day, and in order to move into the super rich, you need to leverage time. In this episode, we discuss what Chris has discovered and wrote and lectured about from his book "6 Secrets to Leveraging Success". We discussed the crystal ceiling, why beige is the worst color and why, if you want to be successful, you will need to be a bit psychotic.

CONNECT WITH CHRIS JARVIS:
LinkedIn - https://www.linkedin.com/in/chrisjarvis/
Homepage - http://thechrisjarvis.com

MENTIONED IN THIS EPISODE:
Chris interviewed by Michael Jans - Podcast Link: https://www.agencyrevolution.com/blog/podcast/chris-jarvis-best-selling-author-insurance-expert-and-entrepreneurial-strategist/
Increasing Sales Without Selling Webinar - https://vimeo.com/261162554
Remarkable Tablet - https://remarkable.com/

BOOKS RECOMMENDED BY CHRIS:
To Kill A Mockingbird by Harper Lee - https://amzn.to/2DqtaTn
Success Principals by Jack Canfield - https://amzn.to/2XxJppy
4-Hour Work Week by Tim Ferriss - https://amzn.to/2XxKGwJ
Who Moved My Cheese by Spencer Johnson - https://amzn.to/2XybQ6O
Antifragile by Nassim Taleb - https://amzn.to/2Gql4uY
Clifton Strengths Finder - https://amzn.to/2VkedfV

PiR - 153: Jennifer Overhulse on the Media, Publicity & the State of Insurtech

Fri, 19 Apr 2019 08:00:00 -0400

"Most things I worry about Never happen anyway" - Tom Petty (Crawling Back to You)

Jen Overhulse gets to see hundreds if not thousands of insurtech companies via her work at St. Nick Media. If anyone has the pulse of the insurtech (insurance) industry, it's Jen. In this episode we discuss, insurtech, media, publicity and a lot more.

CONNECT WITH JENNIFER OVERHULSE:
LinkedIn - https://www.linkedin.com/in/stnickmedia/
St. Nick Media Homepage - http://www.stnickmedia.com/

MENTIONED IN THIS EPISODE:
Allan Egbert (Ask Kodiak) - https://www.linkedin.com/in/aegbertjr/
Bullet Journal - https://bulletjournal.com/
Tom Petty - https://amzn.to/2XorBgv
Star Wars - https://amzn.to/2IIZqov

PiR - E152: Starting a Florida Insurance Company From Scratch (Episode 2)

Sun, 14 Apr 2019 17:00:00 -0400

In this special episode of Profiles in Risk, my co-host Wesley Todd and I spoke with Jon Ritchie of American Integrity. This is part 3 of a special series Wes and I are doing in which we chat with senior execs of Florida based insurers. We discussed the challenges of starting a new insurance carrier from scratch in the toughest insurance market in the world. We discussed natural catastrophes, assignment of benefits, one-way attorney’s fees, the challenges of incorporating technology into your insurance operation and more.

Connect with Jon Ritchie: https://www.linkedin.com/in/jonathonr...

American Integrity Homepage: https://www.aiicfl.com/

PiR E151 - Stephen Applebaum on AI, Analytics & Preview of The Insurance AI & Analytics Conference

Sun, 07 Apr 2019 00:00:00 -0400

In this special episode of Profiles in Risk, I preview The Insurance Nexus Insurance AI & Analytics USA Conference (May 2 & 3 – Chicago: Use code INSNERDSAI200 to get $200 off) by talking about the upcoming conference with Stephen Applebaum, Conference Chairman & Managing Partner of Insurance Solutions Group. In this episode we discussed:

ABOUT STEPHEN
- Stephen, can you describe what you do?

ABOUT AI, ANALYTICS & CLAIMS
- You've been in insurance for some time, can you describe the change you have seen in the ecosystem due to technology?
- Can you give examples of where connected IoT & AI are enhancing analytics for insurers?
- What should insurance professionals who are concerned about "the machines taking over" do to stay ahead of this industry shift?

ABOUT THE CONFERENCE
- Who should attend?
- What should attendees expect to walk out of the conference learning and/or appreciating?

Connect with Stephen- LinkedIn: https://www.linkedin.com/in/stephenapplebaum/

E150: Hartford Insurtech Hub 2019 Spring Cohort

Tue, 02 Apr 2019 18:00:00 -0400

On this episode, Carey Anne Nadeau interviews the insurtech startups participating in the Spring 2019 Hartford Insurtech Hub accelerator, powered by Startup Bootcamp. Contact information for the startups are listed below & each will participate in a demo day on April 26, 2019. To attend, RSVP here (https://www.eventbrite.com/e/demo-day-2019-amplify-tickets-57415845339/amp)

0:47 | Panya Chheng, Co-Founder & CO, Medyear. Visit: www.medyear.com or email: panya@medyear.com & follow on social media: LinkedIn or Twitter.

9:40 | Jay Pugliese, Co-Founder, CareValidate. Visit: carevalidate.com or email: jay@carevalidate.com & follow on social media: LinkedIn or Twitter.

18:40 | Matt Kay, COO & Co-Founder, Talem Health Analytics. Visit: talemhealthanalytics.com or email: matt@talemhealthanalytics.com & follow on social media: LinkedIn or Twitter.

26:22 | Frederico Capello, COO & CFO, Co-Founder, See Your Box. Visit: seeyourbox.com or email: fcapello@seeyourbox.com & follow on social media: LinkedIn or Twitter.

36:29 | Gilberto Spencer, CEO, Co-Founder, Claimspace. Visit: claimspace.io or email: gilberto@claimspace.io & follow on social media: LinkedIn or Twitter.

46:20 | Matthew Elan Smith, Co-Founder, Pineapple. Visit: pineapple.co.za or email: matthew@pineapple.co.za & follow on social media: LinkedIn, Twitter, or Instagram.

55:42 | Abraham Ventura, CEO, Pitch Gauge. Visit: pitchgauge.com or email: aventura@pitchgauge.com & follow on social media: LinkedIn, Twitter, or Instagram.

1:01:28 | Charlie Robinson, CCO, handdii. Visit: www.handdii.com or email: charlie@handdii.com & follow on LinkedIn.

1:15:43 | Ori Blumenthal, Co-Founder & CTO, Skywatch. Visit: www.skywatch.ai or email: oriblumenthal@skywatch.ai & follow on social media: LinkedIn or Twitter.

1:22:31 | Anant Tailor, Chief Commercial Officer, Dream Payments. Visit: https://www.dreampayments.ca/ or email: anant.tailor@dreampayments.com and follow on Social media: LinkedIn

Ummm...Blooper Gold With Nick Lamparelli & Pankaj Parashar of Purple Ant

Mon, 01 Apr 2019 00:00:00 -0400

E149 - Insurance Stickiness & IoT With Pankaj Parashar, Co-Founder of Purple Ant

Sat, 30 Mar 2019 00:00:00 -0400

In this episode of Profiles in Risk, I spoke with Pankaj Parashar, co-founder of Purple Ant. Purple Ant seeks to enhance the stickiness of the homeowners insurance product with customers by using IoT and sensors to prevent and mitigate loss. We also discussed the origin of the name Purple Ant.

CONNECT WITH PANKAJ PARASHAR:
LinkedIn - https://www.linkedin.com/in/pankajparashar/
Purple Ant Homepage - https://www.purple-ant.com/

MENTIONED IN THIS EPISODE:
OneNote - https://www.onenote.com/hrd
Slack - https://slack.com/
Google Keep - https://keep.google.com
Momentum for Chrome - https://chrome.google.com/webstore/detail/momentum/laookkfknpbbblfpciffpaejjkokdgca?hl=en

BOOKS RECOMMENDED BY PANKAJ:
The Startup Checklist by David Rose - https://amzn.to/2WHnRqb
The Bhagavad-Gita - https://amzn.to/2HNvRlX

Ummm...Blooper Gold with Curtis Goldsborough & Nick Lamparelli

Mon, 25 Mar 2019 00:00:00 -0400

Here are all the audio cuts removed from my recent podcast with Curtis. Disclaimer - English was NOT my first language.

E148 Curtis Goldsborough on Loss Control & Insurance Inspections

Sat, 23 Mar 2019 00:00:00 -0400

In insurance, Loss Control is the process where a thorough inspection is done in order to locate potential hazards that could lead or exacerbate a future loss. In this episode of Profiles in Risk, I spoke with Curtis Goldsborough on the topic of Loss Control, insurance inspections and the technology it takes to get it done at reasonable cost.

CONNECT WITH CURTIS GOLDSBOROUGH:
LinkedIn - https://www.linkedin.com/in/curtis-goldsborough-b62487119/
National Insurance Inspection Services Homepage - https://www.nationalis.com/

MENTIONED IN THIS EPISODE:
International Assoc of Home Inspectors - https://www.nachi.org/
Evernote - https://evernote.com/
Adobe Creative Cloud - https://www.adobe.com/creativecloud.html
Slack - https://slack.com/
Dropbox - https://www.dropbox.com

BOOKS RECOMMENDED BY CURTIS:
The Bible - https://amzn.to/2UUJwKK
The End of Insurance (As We Know It) - https://amzn.to/2U7CMMl
ReWork by Jason Fried - https://amzn.to/2HD8Guw

E147 - Aviad Pinkovezky, Chief Product Officer at Hippo Insurance (Insurance AI & Analytics USA Conference Preview)

Wed, 20 Mar 2019 00:00:00 -0400

In this special episode of Profiles in Risk, I preview The Insurance Nexus Insurance AI & Analytics USA Conference (May 2 & 3 – Chicago - code INSNERDSAI200) by talking about Creating an Outstanding Customer Experience From The Ground Up with Aviad Pinkovezky, Chief Product Officer at Hippo Insurance. In this episode we discussed:

ABOUT AVIAD
- Aviad can you provide a little background? What is Hippo and what is your role?
- You actually did not come from an insurance background. What opportunities did you see that made you take the leap into insurance?

ABOUT AI & ANALYTICS
- How are AI and analytics changing insurance and how we all do business?
- Can you provide a couple of examples of how Hippo is incorporating both into your business model?

ABOUT AVIAD'S SESSION
- Your session is on Outstanding Customer Experience From The Groundup...what can attendees who go to your session learn?
- Who should attend?

CONNECT WITH AVIAD - https://www.linkedin.com/in/aviadpinkovezky/

Blooper Gold With Nick Lamparelli & Olivia Schmitt

Tue, 19 Mar 2019 00:00:00 -0400

Here are some of the hysterical scraps of edited audio from my conversation with Olivia Schmitt.

E146 - Olivia Schmitt On Stepping Outside Of Your Comfort Zone With Social Video Engagement

Sun, 17 Mar 2019 00:00:00 -0400

Olivia Schmitt is a Select Business Unit Manager for TRICOR. But this isn't an episode purely about insurance. I wanted to speak with Olivia because she stuck her neck out, stepped out of her comfort zone and began routinely making LinkedIn videos. Making videos is hard. Making videos on a routine basis is harder. Making videos on a routine basis with such a positive message made me want to discuss why and how she does it.

E. 157: Chris Ewing, One Inc.

Fri, 15 Mar 2019 09:00:00 -0400

Carey Anne interviews Chris Ewing, CEO and Co-Founder of One, Inc., a leading provider of cloud-based software for the insurance industry. Based on these experiences, Chris founded One Inc with a goal of helping other insurance companies grow their business by transforming the way they interact with their customers. His one-stop-shop platform consolidates many insurance functions to improve operational efficiency and increase profitability for the industry.

E145 - Mike Gulla, Senior Director of Underwriting at Hippo Insurance on IoT, Sensors & Insights Into Customer Behavior

Thu, 14 Mar 2019 00:00:00 -0400

In this special episode of Profiles in Risk, I preview The Insurance Nexus Insurance AI & Analytics USA Conference (May 2 & 3 - Chicago) by talking IoT & Sensors with Mike Gulla, Senior Director of Underwriting at Hippo Insurance. We discussed:

ABOUT MIKE
- Mike, can you describe Hippo and what your role is there?

ABOUT AI & ANALYTICS
- What are some of the challenges you are seeing trying to integrate underwriting and pricing for IoT & sensors?
- How have regulators viewed filed data when new technology is being integrated?
- Do you think IoT & sensors will upend the traditional insurance business model (actuarial focus on rates etc)?

ABOUT MIKE'S SESSION
- Can you describe your session?
- Who should attend? What do you hope they leave understanding better?

Insurance Nerds is pleased to be helping Insurance Nexus promote this conference. Save $200 by using discount code: INSNERDSAI200 at https://events.insurancenexus.com/analyticsusa

E144 - Hands-On Training For Producers & Agency Owners with Meg McKeen of Adjunct Advisors

Sat, 09 Mar 2019 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Meg McKeen founder of Adjunct Advisors. Meg has taken her expertise in insurance and underwriting and taken a hands-on approach to training producers, agency owners and agency staff. The thing I most appreciate with a hands-on approach is the ability to role play situations and scenarios. You can learn to sell (or manage customer expectations) by reading books. It takes practice and without proper role playing simulation, your employees learn on the job with all the risks that something like that exposes you to.

CONNECT WITH MEG McKEEN:
LinkedIn - https://www.linkedin.com/in/megmckeen/
Adjunct Advisors Homepage - https://www.adjunctadvisors.com/

MENTIONED IN THIS EPISODE:
She Did It Her Way Podcast by Amanda Boleyn - http://shediditherwaypodcast.com/amandaboleyn
Brene Brown Ted Talk on Vulnerability - http://bit.ly/2HpkU99

BOOKS RECOMMENDED BY MEG:
7 Habits of Highly Effective People by Stephen Covey - https://amzn.to/2TuZn62
Playing Big by Tara Mohr - https://amzn.to/2Cfxwfy

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E143 - Building A Florida Insurer From Scratch with John Jerger Jr.

Wed, 06 Mar 2019 00:00:00 -0500

In this special episode of Profiles in Risk, my co-host Wesley Todd and I spoke with John Jerger Jr. We discussed the challenges of starting a new insurance carrier from scratch in the toughest insurance market in the world. We discussed natural catastrophes, assignment of benefits, one-way attorney's fees, the challenges of incorporating technology into your insurance operation and more.

Connect with John Jerger Jr.:
LinkedIn - https://www.linkedin.com/in/t-john-jerger-jr-65962725/
American Traditions Insurance Homepage - https://www.jergermga.com/

E142: Tony Steuer & His New Book, "Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit"

Sun, 03 Mar 2019 00:00:00 -0500

Are you financially prepared? Should you find yourself, in say, a natural disaster, are you prepared? There may be no electricity for days, thus no internet, no credit cards, no ATMs! Are you financially prepared?

In this episode, I spoke with Tony Steuer. Tony is back to discuss his new book, "Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit".

CONNECT WITH TONY STEUER:
LinkedIn - https://www.linkedin.com/in/tonysteuer/
Homepage - https://tonysteuer.com/
Get Ready! Amazon - https://amzn.to/2TcJ5ib

MENTIONED IN THIS EPISODE:
Dropbox - https://www.dropbox.com/
iCloud - https://www.icloud.com/
1Password - https://1password.com/
OmniFocus - https://www.omnigroup.com/omnifocus/
Tyler Cowen's Writing Habits - https://www.writingroutines.com/tyler-cowen/

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E141: Thomas Sheffield, SVP Specialty Claims at QBE, on Claims, AI & Analytics

Thu, 28 Feb 2019 00:00:00 -0500

In this special episode of Profiles in Risk, I preview The Insurance Nexus Insurance AI & Analytics USA Conference (May 2 & 3 - Chicago) by talking AI and claims with Thomas Sheffield, SVP of Specialty Claims for QBE. We discussed:

ABOUT THOMAS

- Thomas, can you describe what you do?

- What is the challenge in managing claims from Specialty lines vs traditional claims?

ABOUT AI

- There are many "definitions" of AI, how do you define it?

- How are AI and analytics changing claims? If possible can you provide examples?

- Many people worry about AI disrupting their jobs. What will be the responsibility of claims professionals in a world where we are swimming in data, analytics, and AI?

ABOUT YOUR SESSION

- What is the title of your session?

- Who should attend?

- What are you hoping to have them learn from your session?

Insurance Nerds is pleased to be helping Insurance Nexus promote this conference. Save $200 by using discount code: INSNERDSAI200 at https://events.insurancenexus.com/analyticsusa/?utm_source=INS+Nerds&utm_medium=event+listing&utm_campaign=5010

CONNECT WITH THOMAS SHEFFIELD:
LinkedIn: https://www.linkedin.com/in/thomas-sheffield-88402125/

E140 - Kevin O'Brien, President of the Inland Marine Underwriters Assoc (IMUA)

Sun, 24 Feb 2019 00:00:00 -0500

From the outside insurance seems like a monolith. The industry is really an ecosystem though. Products and business models for different lines of business are quite different from one another. Expertise in one line does not mean you have expertise in others, and so insurance professionals must spend an extensive amount of time highly focused in an area.

In this episode of Profiles in Risk, I spoke with Kevin O'Brien, President of the Inland Marine Underwriters Association (IMUA). We discussed the benefits of a professional organization for inland marine professionals. Inland marine insurance is highly specialized, requiring its own training, underwriting, production and brokering. The IMUA facilitates all of these for these professionals.

CONNECT WITH KEVIN O'BRIEN:
LinkedIn: https://www.linkedin.com/in/kevin-o-brien-5832703/
IMUA Homepage: https://www.imua.org/
Annual Event: https://www.imua.org/ev_calendar_day.asp?date=5%2F19%2F19&eventid=2

MENTIONED IN THIS EPISODE:
The Beatles White Album: https://amzn.to/2E7WHkA
Inland Marine Designation (AMIM): http://bit.ly/2Nru59X

BOOKS RECOMMENDED BY KEVIN:
The Builders Risk Book by Stephen Coombs: https://amzn.to/2Eclc01
How to Win Friends and Influence People by Dale Carnegie: https://amzn.to/2EtDafA
The Hamilton Affair by Elizabeth Cobbs: https://amzn.to/2XlwPKQ
Beneath the Scarlett Sky by Mark Sullivan: https://amzn.to/2EtpMIu

E 139: AXA XL Construction, Gary Kaplan and Justin Gress

Wed, 20 Feb 2019 08:00:00 -0500

On this episode, Carey Anne Nadeau interviews Justin Gress and Gary Kaplan of AXA XL Construction business line. We discuss their team’s innovative approach to talent development, identifying insurtechs, and piloting new technologies.

Gary Kaplan, President of Construction at AXA XL

Gary is a highly disciplined and results-focused leader with the proven track record developing and motivating high performance teams. As President of Construction at AXA XL, he is responsible for all six P&C product lines including Property, Primary Casualty, Excess Casualty, Professional, Pollution, and Subcontractor Default insurance.

Justin Gress, Director of Strategic Operations - Chief Operating Officer at AXA XL

As the Chief Operating Officer (COO)/Director of Strategic Operations for AXA XL, Justin is focused on owning and driving our overall Operational and Strategic Plans across Canada and North America Construction. He reports to the President of NA Construction and the CEO of AXA XL Canada. Justin has written multiple articles, including:

“Constructive Conversations: Building customer-focused operations”

FastFast Forward – December 2018

https://axaxl.com/fast-fast-forward/articles/constructive-conversations_building-customer-focused-operations

“Getting started with continuous improvement”

FastFast Forward – September 2018

https://axaxl.com/fast-fast-forward/articles/getting-started-with-continuous-improvement

“Show Me the Money! Using Data to Drive Cost-Effective Innovation in the Construction Industry”

FastFast Forward – January 2018

http://xlcatlin.com/fast-fast-forward/articles/show-me-the-money_using-data-to-drive-cost-effective-innovation-in-the-construction-industry

Gary Kaplan shared the following resources, many of which are mentioned in this podcast:

“Building a Customer-Focused Business from the Ground Up”

Carrier Management Magazine – August 2017

http://www.carriermanagement.com/features/2017/08/29/170669.htm?bypass=45489cad35a94e724cd4d9ead76b3c02

“The Benefits of Having One Insurer to Meet All of Your Needs”

Reuters – October 2018

https://www.reuters.com/article/idUSWAOAX382RRD3189Q

“Business planning that looks beyond the bottom line”

FastFastForward.com – August 2018

https://xlcatlin.com/fast-fast-forward/articles/business-planning-that-looks-beyond-the-bottom-line

“A winning formula: Customer-centric business strategy”

FastFastForward.com – June 2018

https://xlcatlin.com/fast-fast-forward/articles/a-winning-formula_-customer-centric-business-strategy

“Keeping ahead of competition”

FastFastForward.com – April 2018

http://xlcatlin.com/fast-fast-forward/articles/keeping-ahead-of-competition

“4 Keys to Incredible Employee Engagement”

Science of Story – April 2018

https://scienceofstory.org/4-keys-to-incredible-

E 138: Dave Kaufman, Insuring Ohio's Future

Fri, 15 Feb 2019 11:00:00 -0500

Carey Anne Nadeau interviews Dave Kaufman, CEO of Motorists Insurance Group and member of ‘Insuring Ohio Futures’. In this episode, we discuss the human capital shortage in insurance and the state of Ohio’s approach to rebuilding talent pipelines.

E137: Building An Insurance Company On Technology with Guest Werner Kruck, COO of Security First

Sun, 10 Feb 2019 00:00:00 -0500

Back in late 2018, Wesley Todd of CaseGlide and I were discussing the state of the insurtech world. We decided how interesting it would be to discuss building a tech-centric insurance organization with people who have decades of experience actually doing this. So, in the first of a many part series in 2019, Wes and I co-hosted an interview with Werner Kruck of Security First. Werner is a veteran of Florida insurance, perhaps the toughest insurance market in the world. He is part of a team that has built Security First. We discuss technology (the good, bad and ugly) and the Florida insurance markets.

CONNECT WITH WERNER KRUCK:
LinkedIn - https://www.linkedin.com/in/wernerkruck/
Security First - http://www.securityfirstflorida.com/

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E136: Brandon Schuh, Podcast Host of Risk Radio

Wed, 06 Feb 2019 07:00:00 -0500

Carey Anne Nadeau interviews Brandon Schuh, fellow podcast host of Risk Radio. In this episode, we discuss the ways insurance podcasts are benefiting the industry and how even casual listeners can contribute. To listen to Risk Radio, subscribe on Itunes: https://itunes.apple.com/us/podcast/risk-radio/id1449923455?mt=2

E135: Daniel Burton, Founder of Dronebase

Mon, 04 Feb 2019 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Dan Burton, founder of Dronebase. Drones are reshaping our ability to capture and work with high-resolution imagery. For the insurance space, drones will re-define our ability to capture data for inspections & claims.

CONNECT WITH DANIEL BURTON:
Home Page: https://www.dronebase.com/
LinkedIn: https://www.linkedin.com/in/daniel-burton-28711789/

BOOKS RECOMMENDED BY DANIEL:
Books by Robert Heinlein: https://amzn.to/2t4tqlq
The 3 Body Problem: https://amzn.to/2t2RPbj

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E134: David Wald, CEO & Co-Founder of Aclaimant

Mon, 28 Jan 2019 00:00:00 -0500

Timing is a critical element to a successful workers compensation claim. Delays in reporting and treatment can exacerbate the claim costs. For each week delay in reporting a claim, costs go up 10%...for each month, the claim doubles. In this episode of Profiles in Risk, I spoke with David Wald of Aclaimant, an comapny using technology platform "to engage the employee, employer, and insurance carrier in making workplace incidents everyone’s responsibility". Aclaimant has been nominated by Business Insurance as "Insurtech Team of the Year": https://aclaimant.com/blog/2019/1/28/aclaimant-named-a-finalist-for-business-insurance-insuretech-team-of-the-year

CONNECT WITH DAVID WALD:
LinkedIn: https://www.linkedin.com/in/davidawald/
Aclaimant Homepage: https://aclaimant.com/

MENTIONED IN THIS EPISODE:
Slack: https://slack.com/
Trello: https://trello.com/
Salesforce: https://www.salesforce.com/
Zoom: https://zoom.us/

E133: Mark Habersack, Director of Risk Management for MGM Casinos

Sun, 27 Jan 2019 00:00:00 -0500

When it comes to Risk Management, insurance plays a small part of the day to day art of managing corporate risk, especially for a Vegas casino. In this episode, I spoke with Mark Habersack, Director of Risk Management for MGM Casinos about Risk Management and all of the wild and zany stuff that keeps him up at night.

CONNECT WITH MARK HABERSACK:
https://www.linkedin.com/in/mark-habersack-8867924/

MENTIONED IN THIS EPISODE:
RIMS: https://www.linkedin.com/in/mark-habersack-8867924/
Hillsdale College: https://www.hillsdale.edu/
Deidre Wright: https://www.linkedin.com/in/deidrewright/

BOOKS RECOMMENDED BY MARK:
Start With Why by Simon Sinek: https://amzn.to/2MCfHew
Leaders Eat Last by Simon Sinek: https://amzn.to/2MzmOo9
Raving Fans by Ken Blanchard: https://amzn.to/2WnINTu
Jack Welch and The GE Way by Robert Slater: https://amzn.to/2WpCuyH
The World is Flat by Thomas Friedman: https://amzn.to/2WqbSxV
Who Moved My Cheese by Spencer Johnson: https://amzn.to/2SgExpW
Fish Sticks/ Fish Tales by Stephen Lundin: https://amzn.to/2Wqc1RZ

E 132 - Marvol Barnard, LPGA President, on Golf Course Networking

Wed, 16 Jan 2019 00:00:00 -0500

Carey Anne Nadeau, Founder of ODN, interviews Marvol Barnard, incoming President of the LPGA Teaching and Club Professionals. Marvol shares her thoughts about the importance of social networking in insurance and her strategies to promote diversity and inclusion, all while having a fun time.

If you're looking to learn more about the LPGA and becoming a certified teaching professional, visit: http://www.lpga.com/tcp

#inviteher

E131: Myranda Elizabeth Joseph on Being an Insurance Producer and RMI Student Hybrid

Sun, 13 Jan 2019 00:00:00 -0500

In this episode of I spoke with Myranda Elizabeth Joseph. Unlike many RMI students who go into industry after their studies, Myranda finished high school and needed to make money then. She immediately found insurance production satisfying. Still, an itch remained, and Myranda decided to kill two birds with one stone by getting her degree in insurance, while also building up her book. Myranda shows a potential pathway for agency owners who are seeking to perpetuate their sales force. Why not recruit high school graduates who you can then train in-house while also training them in the more academic and technical aspects of insurance. Myranda is exactly the type of person who will become the face of the industry.

CONNECT WITH MYRANDA ELIZABETH JOSEPH:
LinkedIn - https://www.linkedin.com/in/myranda-elizabeth-joseph-a5263067/

MENTIONED IN THIS EPISODE:
Kent State Online Insurance Program - https://www.kent.edu/columbiana/insurance
Gamma Iota Sigma: https://gammaiotasigma.org/
Erin Condren Planners: https://amzn.to/2M6QqJj

BOOKS RECOMMENDED BY:
Harry Potter Books: https://amzn.to/2AJkt5f
Books by Bill Whitley: https://amzn.to/2VS7Hu9
Books by Stephen Fry: https://amzn.to/2FuZlmw

E130 - Blockchain Strategy & Value Chain With Derek Lovrenich & Phil Duncan of insurEco

Thu, 03 Jan 2019 21:00:00 -0500

In this episode of Profiles in Risk, I spoke with Derek Lovrenich & Phil Duncan of InsurEco. Derek will be presenting at the Silicon Valley Insurance Accelerator Blockchain conference on January 29th in Palo Alto. We discussed how companies in the insurance ecosystem should contemplate a technical and business strategy for incorporating blockchain. We went deep down the rabbit hole as I follow Derek and Phil in the oblivion of tokenizing aspects of insurance data. My personal belief is that we haven't even begun to imagine all of the possible solutions blockchain technologies will bring to insurance.

The title of Derek's’ workshop is:

Creating a Company Blockchain Strategy & Value Chain
Hands-on exec workshop that guides participants through integrating Blockchain and related ecosystems into the company’s overall Digital Insurance, Product & Partnering Strategy.

Register here to get 30% off: https://www.eventbrite.com/e/digital-insurance-leadership-blockchain-smart-insurance-tickets-46683944936?discount=InsNerds30

Connect With:
Derek Lovrenich - LinkedIn: https://www.linkedin.com/in/blocksmith/
Phil Duncan - LinkedIn: https://www.linkedin.com/in/insuranceblock/
insurEco - https://insureco.io/

E129 - Design Thinking For Blockchain Solutions with Thomas Jennings of AAIS

Thu, 27 Dec 2018 14:00:00 -0500

In this episode of Profiles in Risk, I spoke with Thomas Jennings, Director of Business Development at AAIS, on his workshop presentation at the Silicon Valley Insurance Accelerator conference on January 29th in Palo Alto. We discussed blockchain (of course) but how this technology may facilitate the sharing of data between parties who may have trust concerns. We discussed how AAIS used design thinking in contemplating their solution for allowing AAIS member companies and the NAIC to share data. We also got starry-eyed about how this technology may transform how we subtly communicate and share information with one another. The title of Thomas' workshop is:

Design Thinking for Blockchain Enabled Products & Business Models
Hands-on exec workshop that guides participants through definition, development & validation of a Blockchain enabled application using design thinking and what is required to launch a first POC.

Register here to get 30% off: https://www.eventbrite.com/e/digital-insurance-leadership-blockchain-smart-insurance-tickets-46683944936?discount=InsNerds30

CONNECT WITH THOMAS JENNINGS:
LinkedIn: https://www.linkedin.com/in/thomas-jennings-47b92533/
AAIS Homepage: https://aaisonline.com/

MENTIONED IN THIS EPISODE:
Silicon Valley Insurance Accelerator: https://sviaccelerator.com/
SVIA Blockchain Conference on January 29th (Palo Alto): https://sviaccelerator.com/digital-insurance-leadership-blockchain-smart-insurance-2019-01/

SUBSCRIBE AT:
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Google Play: https://goo.gl/WMAvW4
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Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E128 - Adam Bratt, CTO & Co-Founder of Indio Technologies

Mon, 24 Dec 2018 08:00:00 -0500

There's nothing like spending the day after Thanksgiving talking to the founder and a leader at one of cutting-edge insurtech companies. In this episode, I spoke with Adam Bratt of Indio Technologies as we spoke about their development of smart, digital application and forms to streamline data processing.

CONNECT WITH ADAM BRATT:
LinkedIn: https://www.linkedin.com/in/adam-bratt-56342620/
Indio HomePage: https://www.useindio.com/

MENTIONED IN THIS EPISODE:
Michael Furlong's Episode: https://insnerds.com/podcast-e28/
Unbounce: https://unbounce.com/
CloudApp: https://www.getcloudapp.com/
Evernote: https://evernote.com/
Notion: https://www.notion.so/
Asana: https://asana.com/

BOOKS RECOMMENDED BY ADAM:
Red Notice by Bill Browder: https://amzn.to/2ShAFS7
Multipliers by Liz Wiseman: https://amzn.to/2Sfe5JV

SUBSCRIBE AT:
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iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E127 - CoverWallet Co-Founder, Rashmi Melgiri

Thu, 20 Dec 2018 13:00:00 -0500

Coverwallet Co-Founder, Rashmi Melgiri shares an inside scoop on what has contributed to Coverwallet's insurtech startup success and what they've got planned for 2019.

CONNECT WITH:
Rashmi Melgiri - https://www.linkedin.com/in/melgiri/
CoverWallet - https://www.linkedin.com/company/coverwallet/
Homepage - https://www.coverwallet.com/

E126 - Shana Schlossberg, CEO and Rachel Dantess, Startup Scout for Upward Hartford

Sun, 16 Dec 2018 14:00:00 -0500

Carey Anne Nadeau interviews Shana Schlossberg and Rachel Dantes of Upward Hartford

Connect with:
Shana Schlossberg - https://www.linkedin.com/in/shana-schlossberg/
Rachel Dantess - https://www.linkedin.com/in/rachel-dantess/
Upward Hartford - www.moveupward.city/labs

E125 - Juliette Murphy, Co-founder & CEO of FloodMapp

Sun, 09 Dec 2018 21:00:00 -0500

In this episode of Profiles in Risk, I discussed flood risk and flood risk assessment technology with Juliette Murphy, co-founder & CEO of FloodMapp.

CONNECT WITH JULIETTE MURPHY:
LinkedIn: https://www.linkedin.com/in/juliette-murphy/
FloodMapp Homepage: https://www.floodmapp.com/

MENTIONED IN THIS EPISODE:
Elliot City, MD Flood: https://youtu.be/GKJQ5J1jXFw
Slack: https://slack.com/
Monday Project Management: https://monday.com/

BOOKS RECOMMENDED BY:
The Torrent by Amanda Geering: https://amzn.to/2UwFYyO
Into Thin Air by John Krakauer: https://amzn.to/2rttlHl

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
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Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E124 - Louis Ziskin, Founder of Drone Operator, Dropin

Sat, 01 Dec 2018 21:00:00 -0500

In this episode of Profiles in Risk, I had the pleasure to speak with Louis Ziskin, founder of Dropin. Dropin is pioneering the use of on-demand drone and video usage for claims and inspections. Dropin has 6 million "droperators" covering 56 countries. Aside from this, Louis has an inspirational story that you'll want to hear.

CONNECT WITH LOUIS ZISKIN:
LinkedIn: https://www.linkedin.com/in/louis-ziskin-684b41110/
Dropin Homepage: https://www.dropininc.com/

MENTIONED IN THIS EPISODE:
Jen Friel: https://www.linkedin.com/in/jenfriel/

BOOKS RECOMMENDED BY LOUIS:
The Grand Design by Stephen Hawking: https://amzn.to/2SnlQgi
Books by Stephen Hawking: https://amzn.to/2TZHgBU

E123 - Insurance Innovation With Slice Labs

Sun, 25 Nov 2018 21:00:00 -0500

In this episode of Profiles in Risk, I spoke with Valerie Geogantas and Ernest Hursh of Slice Labs. Slice is one of the original "insurtechs". Well known for its on-demand coverage for home & ride sharing, Slice has continued to evolve. Slice Insurance Cloud Services helps, carriers, program admins & MGAs get products to market faster, digitally.

CONNECT WITH:
Valerie Georgantas - https://www.linkedin.com/in/valeriegeorgantas/
Ernest Hursh - https://www.linkedin.com/in/ernesthursh/
Slice Labs - https://slice.is/

MENTIONED IN THIS EPISODE:
HubSpot - https://www.hubspot.com/

BOOKS RECOMMENDED BY:
Valerie - Books by Malcolm Gladwell: https://amzn.to/2P6Ayqk
Ernest - Digital @ Scale: https://amzn.to/2DWFOf0
Foreign Affairs: https://amzn.to/2DY0JxY
The Republic by Which For Stands: https://amzn.to/2r2Pv2K

SUBSCRIBE AT:
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Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E122 - The Data is Coming, The Data is Coming, with Carey Anne Nadeau of Open Data Nation

Sun, 18 Nov 2018 20:00:00 -0500

In this episode of Profiles in Risk, you can meet Carey Anne Nadeau, who will be a guest host of Profiles in Risk indefinitely. We talked about the overwhelming amount of municipal data being captured, ODN's mission for that data and how the insurance ecosystem can use that data and insight. Big Data has come to insurance, the data has arrived!

CONNECT WITH CAREY ANNE NADEAU:
LinkedIn - https://www.linkedin.com/in/carey-anne-nadeau-9a15a37/
ODN - https://www.odnsure.com/

MENTIONED:
Rush (Greatest band of all time?) - https://amzn.to/2ToM7MU

BOOKS RECOMMENDED BY CAREY ANNE:
The Economy of Cities by Jane Jacobs - https://amzn.to/2DKNrov

E121 - The BIG Announcement & An Interview with Sasha Dewitt, COO of Habit Analytics

Wed, 14 Nov 2018 15:00:00 -0500

BIG NEWS - Carey Anne Nadeau, Founder & CEO of Open Data Nation (ODN) will be a guest host of Profiles in Risk! Carey Anne will bring her own unique podcast style to PiR along with some serious data science chops to the show. I'm ecstatic that we can go into a deeper level on some serious topics in data science, insurance, startups and women in leadership/managerial roles. Buckle up as Care Anne brings the goods to you.

Also in this episode, Carey Anne and I chatted with her friend Sasha Dewitt of Habit Analytics while she was in Mexico City in between flight layovers. Sasha also has major data science skills as we discuss data, insurance & startups.

CONNECT WITH:
Carey Anne Nadeau - https://www.linkedin.com/in/carey-anne-nadeau-9a15a37/
Open Data Nation (ODN) - https://www.odnsure.com/
Sasha Dewitt - https://www.linkedin.com/in/sasha-dewitt-20995962/
Habit Analytics - https://www.habit.io/

E120 - Michael Porpora on Niche & Specialty Insurance

Sun, 11 Nov 2018 19:00:00 -0500

In this episode of Profiles in Risk I spoke with Michael Porpora a broker/agent in Staten Island. We discussed the importance of brokers & agents to focus on niche or specialty markets.

CONNECT WITH MICHAEL PORPORA: https://www.linkedin.com/in/michael-porpora-aai-cic-7144a5113/

BOOKS RECOMMENDED BY MICHAEL:
12 Rules For Life by Jordan Peterson: https://amzn.to/2RRp8Zh
Traction by Jonathan Walker: https://amzn.to/2T4xiPd
Traction by Gino Wickman: https://amzn.to/2T5mDDS
Traction by Gabriel Weinberg: https://amzn.to/2T4H04e

SUBSCRIBE AT:
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Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E119 - Preview of The Connected Insurance Conference 11/28-30 in Chicago

Mon, 05 Nov 2018 00:00:00 -0500

In this episode of Profiles in Risk, I preview the Connected Insurance conference by speaking with Amandah Greiling (Zurich) and Chris Downer (XL Innovate) who both will be on stage at the event. The event is jam-packed with attendees & presenters, which we would expect from an Insurance Nexus event. Use discount code 4915INS200 to save $200

EVENT REGISTRATION PAGE

CONNECT WITH:
Amandah Greiling - https://www.linkedin.com/in/amandah-greiling-4522a38/
Chris Downer - https://www.linkedin.com/in/chris-downer-2275bb62/
Insurance Nexus - https://www.linkedin.com/company/insurance-nexus/

MENTIONED IN THIS EPISODE:
Insurtech Daily - https://xlinnovate.us16.list-manage.com/subscribe?u=49b2b0d8a2e58f10671902524&id=41b19e1493

E118: Chris Stanley of IA Path on His New Book

Sun, 28 Oct 2018 00:00:00 -0400

In this episode of Profiles in Risk, I spoke with Chris Stanley of IA Path. Chris has authored his second book, the Independent Adjustor's Playbook, and we discussed why he wrote this book, who he wrote it for and what it was like writing versus the first book.

CONNECT WITH CHRIS STANLEY:
LinkedIn: https://www.linkedin.com/in/iapath/
Home Page: https://iapath.com/
IA Playbook Order Page: https://www.iaplaybook.com/book

SUBSCRIBE AT:
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Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E117 - Carl Van: Inspiring & Educating People To Improve Themselves

Sun, 21 Oct 2018 00:00:00 -0400

In this episode of Profiles in Risk, I spoke with Carl Van who has led the International Insurance Institute for over 20 years. Carl has teaching in his blood and his mission is to inspire people to improve themselves.

CONNECT WITH CARL VAN:
LinkedIn: https://www.linkedin.com/in/carlvan/
Email: carlvan@insuranceinstitute.com
Phone: 504-393-4570
Home Page: http://www.insuranceinstitute.com/

BOOKS RECOMMENDED BY CARL:
The Psychology of Achievement by Brian Tracy: https://amzn.to/2CZwk2b

E116 - The End of Insurance As We Know It - Book Preview with Rob Galbraith

Thu, 18 Oct 2018 00:00:00 -0400

(If you are listening to this, you may want to watch our YouTube broadcast for better effect: https://www.youtube.com/watch?v=fOsnH2syCXU&feature=youtu.be)

In this special episode, Rob Galbraith, Carly Burnham and I discuss Rob's new book, The End of Insurance As We Know It. We discussed what is covered in the book, why Rob decided to write the book and what it was like for Rob as a first-time author. (Shout out to MC Razaire and Taryn Haas for their help in getting this book published...they will be on a future episode on this topic)

You can pre-order the book at: https://insnerds.com/end-of-insurance/

E115 - Geospatial Technology with Jon Sonnenschein of SpatialKey

Sun, 14 Oct 2018 00:00:00 -0400

Geospatial technology is much more than just mapping locations. In this episode of Profiles in Risk, Jon Sonnenschein of SpatialKey and I discuss many of the new valuable ways geospatial technologies are being put to use in insurance.

CONNECT WITH JON SONNENSCHEIN:
LinkedIn: https://www.linkedin.com/in/jonathan-sonnenschein-7570b268/
Phone: 203-794-2666
SpatialKey Homepage: http://www.spatialkey.com/

MENTIONED IN THIS EPISODE:
Udemy: https://www.udemy.com/
ESRI: https://www.esri.com/en-us/home
QGIS: https://qgis.org/en/site/
GIS Stack Exchange: https://gis.stackexchange.com/
Music by The Grateful Dead: https://amzn.to/2RQcYkb
Music by The Red Hot Chili Peppers: https://amzn.to/2NLKzsk
Google Suite: https://gsuite.google.com/

BOOKS RECOMMENDED BY JON:
Ishmael by Daniel Quinn: https://amzn.to/2RQdgYj
Genius Foods by Max Lugavere: https://amzn.to/2CLb6Vt

E114 - Tony Interviews Attendees of Insurtech Connect 2018

Tue, 09 Oct 2018 00:00:00 -0400

Tony Canas interviews some attendees of Insurtech Connect 2018: https://insuretechconnect.com/

E113 - Wearable Technologies w/ Gabriel Glynn of MakuSafe

Sun, 07 Oct 2018 00:00:00 -0400

There are podcast guests where my goal is to make sure I can get what I understand of the guest out to the audience. Then there are guests that come onto the show where I know squat. This was one of those recordings.

In this episode, Gabriel Glynn of MakuSafe (pronounce Make-You-Safe) discusses the new technology of wearable and their implications to worker's safety and workers compensation insurance. I learned a ton and I think you will as well.

CONNECT WITH GABRIEL GLYNN:
LinkedIn: https://www.linkedin.com/in/gabrielpglynn/
MakuSafe Homepage: https://makusafe.com/

MENTIONED IN THIS EPISODE:
Global Insurance Accelerator: https://www.globalinsuranceaccelerator.com/
If This Then That: https://en.wikipedia.org/wiki/IFTTT

BOOKS RECOMMENDED BY GABRIEL:
Shoe Dog by Phil Knight: https://amzn.to/2yoAVWE
Steve Jobs by Walter Isaacson: https://amzn.to/2pFbFYr
Books by Dietrich Bonhoeffer: https://amzn.to/2IMjtAo
The Last Days of Night by Graham Moore: https://amzn.to/2yoT1HZ

E112: Insurance RegTech with Arleen & Ted Taveras of Spot on Insurance

Sun, 30 Sep 2018 00:00:00 -0400

This episode was fun to record. Arleen & Ted Taveras interviewed the Insurance Nerds a couple of weeks ago and this time, I get a chance at them. As you will see in this video, insurance licensing is a mess. Especially for me. Arleen & Ted help brokers manage the monotonous, yet critical task of managing insurance licenses and continuing education. No surprise...I plan on becoming a customer.

CONNECT WITH ARLEEN & TED:
Arleen Taveras: https://www.linkedin.com/in/arleen-taveras-arm/
Ted Taveras: https://www.linkedin.com/in/ted-taveras-3a800918/
Insurance Licensing Service of America: http://www.ilsainc.com/
Spot In Insurance Homepage: http://spotoninsurance.com/

MENTIONED IN THIS EPISODE:
The Essential Barry Manilow: https://amzn.to/2P0ulge
Earth Wind & Fire: https://amzn.to/2xN64n5

BOOKS RECOMMENDED BY ARLEEN & TED:
Think and Grow Rich by Napolean Hill: https://amzn.to/2P4494x
Books by Tony Robbins: https://amzn.to/2QhqCLt
The Great Game of Business by Jack Stack: https://amzn.to/2P27aC3
Whale Done by Kenneth Blanchard: https://amzn.to/2OpSEah

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E111 - Sean Harper, co-Founder & CEO of Kin Insurance

Mon, 24 Sep 2018 00:00:00 -0400

Kin Insurance is one the original insurtech startups in the homeowners insurance space. In this episode, co-founder and CEO Sean Harper and I discuss the founding of Kin, including Sean's thoughts as a consultant, on why they decided to tackle this problem, which challenges they decided to tackle first and the conundrum of taking risk as an MGA or carrier.

CONNECT WITH SEAN HARPER:
LinkedIn: https://www.linkedin.com/in/harpersean/
Kin Insurance Homepage: https://www.kin.com/

MENTIONED IN THIS EPISODE:
The Kin founders: https://www.kin.com/about

BOOKS RECOMMENDED BY SEAN:
Against the Gods by Peter Bernstein: https://amzn.to/2xAHZQk

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E110 - Clark Poland of FEMA on FEMA's Goals For Disaster and Emergency Mitigation

Sun, 16 Sep 2018 00:00:00 -0400

This recording occurred 3 weeks ago. It is coincidental that it is being broadcast during the weekend of perhaps the worst hurricane to ever strike the Carolinas, Hurricane Florence. FEMA has many, many resources available for anyone affected by this event (if you are an insurance professional, you may want to take note of these):

The FEMA mobile app (https://www.fema.gov/node/35141) as well as
Disaster Assistance (https://www.disasterassistance.gov/)

In this episode, Clark Poland and I discussed FEMA; its mission and many of the initiatives FEMA has in place to reduce, mitigate and prevent loss. FEMA has a lot of big goals and is eager to work with the public and private sector, including insurers, to make those goals a reality.

CONNECT WITH CLARK POLAND:
LinkedIn: https://www.linkedin.com/in/jclarkpoland/

MENTIONED IN THIS EPISODE:
FEMA YOUTUBE CHANNEL: https://www.youtube.com/user/FEMA

FEMA Independent Study Courses: https://training.fema.gov/is/crslist.aspx?all=true

To receive NFIP Training GovDelivery updates targeted at insurance agents, including webinar and seminar announcements, sign up at: https://service.govdelivery.com/accounts/USDHSFEMA/subscriber/new?topic_id=USDHSFEMA_212

Adjusters and others who would like to receive GovDelivery claims-related training updates can subscribe at: https://service.govdelivery.com/accounts/USDHSFEMA/subscriber/new?topic_id=USDHSFEMA_211

Flood insurance marketing/campaign materials

General agent materials (though applicable to other insurance professionals): https://agents.floodsmart.gov/marketing/participate-in-campaigns

Flood after fire risks: https://www.fema.gov/media-library/assets/documents/93830

BOOKS RECOMMENDED BY CLARK:
Thinking, Fast and Slow by Daniel Kahneman: https://amzn.to/2xwqct5
Misbehaving: The Making of Behavioral Economics by Richard Thaler: https://amzn.to/2MCzmJR
The Unthinkable: Who Survives When Disaster Strikes – and Why by Amanda Ripley: https://amzn.to/2MCzmJR
Sources of Power: How People Make Decisions by Gary Klein: https://amzn.to/2pehn34

E109 - Kurt Thoennessen, Founder of RiskRevu on Private Client Insurance & A Demo of RiskRevu Platform

Mon, 10 Sep 2018 00:00:00 -0400

This episode is sponsored by Insurance Nerds Day
A full day of Ted-X Style talks, learning labs and networking!
Saturday, October 6th in Chicago, IL for only $99
Go to https://insurancenerdsday.com to register

In this episode of Profiles in Risk, I spoke with Kurt Thoennessen. We discussed the Private Client/High Net Worth Space, his involvement with the PRMA, and Kurt was gracious enough to provide a demo (watch the video) of the RiskRevu platform & why he felt the compelling need to create it.

CONNECT WITH KURT THOENNESSEN:
LinkedIn: https://www.linkedin.com/in/kurt-thoennessen-capi-a76b076/
RiskRevu Homepage: https://riskrevu.com/

MENTIONED IN THIS EPISODE:
Private Risk Management Association: https://www.privateriskmanagement.org/
Azeema Hartley: https://www.linkedin.com/in/azeema-hartley-186b505a/
Lisa Lindsay: https://www.linkedin.com/in/lisa-a-lindsay-2755343/
Certified Advisor of Personal Insurance Designation: https://goo.gl/B2L8VJ
Billy Joe's Greatest Hits: https://amzn.to/2ND2up6
Asana: https://asana.com/
Slack: https://slack.com/
Hubspot: https://www.hubspot.com/

BOOKS RECOMMENDED BY:
Cold Calling is a Waste of Time by Frank Rumbauskas: https://amzn.to/2Nq1MLN
Think and Grow Rich by Napolean Hill: https://amzn.to/2Ny7yuL
Books by Terry Goodkind: https://amzn.to/2x0rFY1

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E108 - Discussing the Experience Mod and Workers Comp with Scott Knowles, CEO of Modgic

Tue, 04 Sep 2018 00:00:00 -0400

This episode is sponsored by Insurance Nerds Day Go to https://insurancenerdsday.com

Insurance is a wide and vast ecosystem. We take things for granted. When I was told there was a tech company handling experience modification factors for workers compensation, my first instinct was why? I thought this was a government/regulatory function. As with many of my assumptions, I was wrong. In this episode, I spoke with Scott Knowles of Modgic. Modgic allows those dealing within workers compensation to take more control over the experience modification rating, checking for accuracy, and generating key insights for all stakeholders.

CONNECT WITH SCOTT KNOWLES:
LinkedIn: https://www.linkedin.com/in/scott-knowles-03998a7/
Modgic Homepage: https://www.modgic.com/

MENTIONED IN THIS EPISODE:
Experience Modification Factor & Rating: https://www.ncci.com/Articles/Documents/UW_ABC_Exp_Rating.pdf
HubSpot: https://www.hubspot.com/
JoinMe Webinar: https://www.join.me/

E107 - There Is No Traffic On The Extra Mile with Paul Gaglioti, Founder of Diversified Risk Solutions

Mon, 27 Aug 2018 00:00:00 -0400

(Video of this podcast is available on our YouTube channel - link below)In this episode of Profiles in Risk, I spoke with Paul Gaglioti of Diversified Risk Solutions. Paul tries to go the extra mile for his customers. Both in customer experience but also in problem-solving. Paul seeks out tough to cove exposures and finds the capacity to provide his clients with the coverages they need. Paul is at the forefront of creating innovative solutions for his customers who deal in hemp, fracking and product liability. Paul found his mission early on in his career and we discuss how that came to be and a lot more, including a 360 view of his office and view of Manhattan.

E106 - Preview of Rendez-Vous Reinsurance Conference in Monte Carlo (Sept 8-13)

Wed, 22 Aug 2018 00:00:00 -0400

Join us at Insurance Nerds Day, Saturday, October 6th in Chicago. Go to InsuranceNerdsDay.com to register!

In this episode, I spoke with Tom Johansmeyer of PCS. Tom provided a preview of the upcoming Rendez-Vous Reinsurance conference in Monte Carlo.

CONNECT WITH TOM JOHANSMEYER:
LinkedIn: https://www.linkedin.com/in/tjohansmeyer/

E105 - Preview of Insurance Nerds Day (Sat. October 6 - Chicago, IL)

Mon, 20 Aug 2018 00:00:00 -0400

A half day of learning labs, a half day of TED style talks, Insurance Jeopardy hosted by Nick, it's on a Saturday and it's only $99! Insurance Nerds Day (in conjunction with The International Gamma Iota Sigman Conference) is Saturday, October 6th in Chicago.

Go to InsuranceNerdsDay.com to learn more!

E104: Preview of The Internet of Insurance Conference (Houston, TX - 09-26/27)

Sun, 19 Aug 2018 00:00:00 -0400

Now in its third year, the annual Internet of Insurance is North America’s leading forum exploring how IoT, AI, and blockchain technologies are enabling insurance carriers, reinsurers and brokers to enhance customer engagement and minimize risk and loss ratios.

In this episode, I hosted a panel discussion with Brian Gaab (CSAA), Dorothea Westin (CSRisks), Newcombe Clark (AIG) and Ellen Dolan (Internet of Business - conf host). We discussed each of the presentations that my guests will participate in. We also discussed, data, technology and what sort of data and innovation culture is required to strategically incorporate these new technologies.

The conference will be in Houston, TX on September 26th & 27th. Go to https://ioi-usa.internetofbusiness.com/ for more info and to register. The event is free for professionals in the insurance ecosystem. Solution providers can get a 25% discount using this code: Insurance Nerds Discount Code: 25%ED

CONNECT WITH:
Ellen Dolan: https://www.linkedin.com/in/ellen-dolan-8b381514/
(email: ellend@iob-media.com )
Brian Gaab: https://www.linkedin.com/in/briangaab/
Dorothea Westin: https://www.linkedin.com/in/dwestin/
Newcombe Clark: https://www.linkedin.com/in/newcombestrategy/

E103 - How To Create Successful MGAs/Programs With John Willemsen of Arch Re/ Watford

Thu, 16 Aug 2018 00:00:00 -0400

Join The Insurance Nerd In Chicago on October 6th for Insurance Nerds Day - go to InsuranceNerdsDay.com for more info!

A few weeks ago we interviewed Michael Gay about his career creating and building MGAs/programs. This week, I interviewed John Willemsen of Arch Re. John also has a career in the program space, but John is on the other side. Every program needs capacity and John has built a career of providing capacity, paper and back office support for program administrators. In this episode John zeros in on the 5 things he looks for in a program:

1. Reputation
2. Quality of data
3. Underwriting Acumen
4. Premium Size and/or potential of
5 Culture

We also discussed how startups, without the benefit of many of these important traits, should think of operating to get the backing of the industry. As a startup myself, I learned a ton from John's wisdom.

CONNECT WITH JOHN WILLEMSEN:
LinkedIn: https://www.linkedin.com/in/john-j-willemsen-28b60b14/

MENTIONED IN THIS EPISODE:
Target Market Association: http://targetmkts.com/

BOOKS RECOMMENDED BY JOHN:
Books by Malcolm Gladwell: https://amzn.to/2OHl8sv
The Subtle Art of Not Giving A Fck by Mark Manson: https://amzn.to/2OEAhuO
The Purple Cow by Seth Godin: https://amzn.to/2nInHz1
The Art of War by Sun Tzu: https://amzn.to/2vR82SD

E102 - Software & Automation of the Insurance Backoffice with Phil Reynolds, CEO of BriteCore

Mon, 13 Aug 2018 00:00:00 -0400

Join us at Insurance Nerds Day, Saturday, October 6th in Chicago. Go to InsuranceNerdsDay.com to register!

In this episode of Profiles in Risk, I spoke with Phil Reynolds founder and CEO of BriteCore. The insurance back-office is rarely discussed in insurtech circles. It is generally an afterthought. Yet, as I have learned over the past year of creating my startup, the back office functionality of an insurer is vital to the proper functioning on the company and mistakes there can have deep financial and legal consequences. One other thing I found out, the back office is difficult to manage. Insurance transactions are enormously complicated and in this episode, Phil goes into details of this complexity.

I also learned that Phil fell into insurance like many of us and had a prior career in music...and has a killer microphone, which generated better sound quality than your host's 😔. How interesting is insurance back office technology? Interesting enough, that we spent over an hour discussing it and I feel like we just scratched the surface.

CONNECT WITH PHIL REYNOLDS:
LinkedIn: https://www.linkedin.com/in/phillipreynolds/
BriteCore Homepage: https://www.britecore.com/

MENTIONED IN THIS EPISODE:
CPCU designation & courses: https://goo.gl/jLxgxc
INS designations and courses: https://goo.gl/rDb9ew

BOOKS RECOMMENDED BY PHIL:
Enlightenment Now by Steven Pinker: https://amzn.to/2vDgvZI
Thinking Fast and Slow by Daniel Kahneman: https://amzn.to/2vGa1sO
Tribal Leadership by Dave Logan: https://amzn.to/2MjCuhK
The Fifth Discipline by Peter Senge: https://amzn.to/2nBbHzC
The Power of Habit by Charles Duhigg: https://amzn.to/2nyYBCT
Non-violent Communication by Marshall Rosenberg: https://amzn.to/2KTbsJ8

E101 - Marc DeLeonibus, co-Founder of Bold Penguin on Creating A Digital Commercial Marketplace

Mon, 06 Aug 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

In this episode of Profiles in Risk, I spoke with Marc DeLeonibus from Bold Penguin. We discussed the origins of the company, the technology required to handle a digitial marketplace and how an insurtech startup thinks about hiring and retaining young talent.

CONNECT WITH MARC DELEONIBUS:
LinkedIn: https://www.linkedin.com/in/marcdeleonibus/
Bold Penguin HomePage: https://www.boldpenguin.com/

MENTIONED IN THIS EPISODE:
My Profiles in Risk Episode with Ilya Bodner: https://www.buzzsprout.com/87086/529389-episode-18-ilya-bodner-founder-of-bold-penguin
ProsperWorks CRM (now called Copper): https://www.copper.com/
Just Call Cloud-Based Phone Support: https://justcall.io/
Wunderlist Task Software: https://www.wunderlist.com/

BOOKS RECOMMENDED BY :
Principals by Ray Dalio: https://amzn.to/2OgfzkR
Delivering Happiness by Tony Hsieh of Zappos: https://amzn.to/2vpfggi
Unmarathon Man: Confessions of an All-Night Runner by Dean Karnazes: https://amzn.to/2LWyjZX

E100 - Developing Agency Excellence with David Siekman of Agency Performance Partners

Wed, 01 Aug 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

THIS IS OUR 100th EPISODE!!!

In this episode of Profiles in Risk, I spoke with David Siekman of Agency Performance Partners. You might remember Agency Performance Partners when I interviewed Kelly Donahue-Piro in episode 88 of Profiles in Risk. Listen as David and I discuss the sort of deep planning, coaching and consulting that goes on that allows Agency Performance Partners to lift the results of an agency's customer experience, renewal rates & new business sales. As David describes it, the entire process is about shifting the culture to a results-oriented focus for the agency owners and staff.

CONNECT WITH DAVID SIEKMAN:
LinkedIn: https://www.linkedin.com/in/davidsiekman/
Agency Performance Partners Homepage: https://www.agencyperformancepartners.com/

MENTIONED IN THIS EPISODE:
The Red Queen by Matt Ridley: https://amzn.to/2K1gnIz
HubSpot: https://www.hubspot.com/
Insightly: https://www.insightly.com/
Proposify: https://www.proposify.com/
Docusign: https://www.docusign.com/
e-Signatures: https://esignatures.com/

BOOKS RECOMMENDED BY DAVID:
They Ask You Answer by Marcus Sheridan: https://amzn.to/2llYPw0

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E99: Luke Magnan, Insurance Technologist & co-Founder of Combined Ratio Solutions

Sun, 29 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Luke Magnan was introduced to me by a close friend who told me that Luke was the most thoughtful insurance technologist my friend had ever worked with. In this episode of Profiles in Risk, Luke and I discuss his startup Combined Ratio Solutions, the advantages & disadvantages of bootstrapping vs raising venture funds, the state of the insurtech market, how insurers allow legacy systems to get out of control (and how insurers who have prevented that from happening, did it) and using off-shore resources from Russia. Luke brings a wealth of wisdom to insurance and technology and shares it with us in this episode.

CONNECT WITH LUKE MAGNAN:
LinkedIn: https://www.linkedin.com/in/lukemagnan/
Combined Ratio Solutions Home Page: http://combinedrat.io/

MENTIONED IN THIS EPISODE:
McKinsey paper on insurance ecosystems & platforms: https://goo.gl/LWqwrK
App to remind you to put your phone down: https://goo.gl/0R8tm3
Leadenhall Market in London: https://www.leadenhallmarket.co.uk/

BOOKS RECOMMENDED BY LUKE:
The 7 Habits of Highly Effective People by Stephen Covey: https://amzn.to/2AjyM2J
Against the Gods by Peter Bernstein: https://amzn.to/2K86PKZ
East of Eden by John Steinbeck: https://amzn.to/2LRucx8
Revenger by Alistair Reynolds: https://amzn.to/2LLMEHy

E98: Joey Giangola of Agency Nation on Agencies, Content & The Creative Process

Thu, 26 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Agency Nation is the voice of agents throughout the United States. They are a role model for me in terms of content and message. In this episode, I spoke with Joey Giangola, Managing Editor of Agency Nation. We talked about his personal creative process, the creative process of the team at Agency Nation, how the band got together, and Joey's thoughts on the agency system and the future of it. Someday I will grow up and be able to make content like the team at Agency Nation. Stay tuned to the end where I challenge Joey to challenge me to make a video for Agency Nation.

CONNECT WITH JOEY GIANGOLA:
LinkedIn: https://www.linkedin.com/in/joeygiangola/
Agency Nation Home Page: https://www.agencynation.com/

MENTIONED IN THIS EPISODE:
Ryan Hanley: https://www.linkedin.com/in/ryanhanley/
Colby College: https://www.colby.edu/
My podcast with Patrick Muscenti: https://goo.gl/gDAHWV
My podcast with Zach Finn: https://goo.gl/C5fUQg
Kelly Donahue-Piro: https://www.linkedin.com/in/kellydonahuepiro/
Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb/
Google Keep: https://www.google.com/keep/
Day One Journaling App: http://dayoneapp.com/

BOOKS RECOMMENDED BY :
The Kid Who Only Hit Homeruns: https://amzn.to/2LLMxfn
Books on Elon Musk: https://amzn.to/2NPg3OC
Jab, Jab, Jab, Right Hook: https://amzn.to/2NPg3OC

E97 - Charles Spect of Permission Group on Growing Your Agency by Getting Permission and The Broker of Record Letter

Mon, 23 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

In this episode, I had a pleasant conversation with Charles Specht of Permission Group. Charles fell into insurance and loved the production side of the business. After committing himself to the ministry, Charles created Permission Group to teach aspiring agents and brokers how to ethically grow a $1 million book of business by getting permission and by getting the Broker of Record (BoR) Letter. According to Charles, nothing says permission or trust than by a customer signing the BoR and few things allow a book to grow as quickly!

CONNECT WITH CHARLES SPECHT:
LinkedIn: https://www.linkedin.com/in/charlesspecht/
Permission Group Home Page: https://permissiongroup.com/

MENTIONED IN THIS EPISODE:
Patrick Muscenti's podcast recording: https://goo.gl/gDAHWV

BOOKS RECOMMENDED BY CHARLES:
Revealed by Charles Specht: https://amzn.to/2mDxiqE
Storybrand by Don Miller: https://amzn.to/2LxnsnW
The Book of Proverbs: https://amzn.to/2mDwwcQ

E96 - Reinsurance Brokers in Cars Getting Coffee with David Wright of Beach & Assoc

Thu, 19 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

You may have heard about Comedians in Cars Getting Coffee with Jerry Seinfeld. Well, in this episode of Profiles in Risk, I sat in a car at Logan Airport in Boston, with David Wright, where we discussed all things brokering in reinsurance (with a pinch of comedy thrown in). What is a reinsurance broker? What do they do? How does one become a reinsurance broker? Just two guys...sitting in a car...in the cell phone lot...with two giant microphones on the dashboard...talking reinsurance...nerding out...#RaisingTheBar!

CONNECT WITH DAVID WRIGHT:
LinkedIn: https://www.linkedin.com/in/david-wright-73661214/
Beach Group Home Page: http://beachgp.com/

MENTIONED IN THIS EPISODE:
Podcast Nick Mentioned on The Challenger Sale: https://overcast.fm/+Gs6kOEluQ
The Challenger Sale Book: https://amzn.to/2uzQ9ad
David's Podcast - The Not Unreasonable Podcast: https://notunreasonable.buzzsprout.com/

E95 - The Private Risk Management Association with Lisa Lyndsay and Azeema Hartley

Mon, 16 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

The Private Risk Management Association (PRMA) is a non-profit, industry association whose mission is to provide an ecosystem of support to professionals involved in the high-net worth space. The PRMA provides education, collaboration, networking and awareness raising for incredibly complex exposures. In this episode of Profiles in Risk, Lisa & Azeema discuss the PRMA's purpose, it's membership, it's educational mission and we discuss the Summit, the annual event which hosts professionals from a variety of professions who together create world-class solutions to this challenging space. (I attended the PRMA Summit in 2017 and was amazed at the camaraderie and collaboration that occurred. The high-net worth space is similar to middle-market commercial in it's complexity and the go-to source for industry professionals in this arena, is the PRMA)

CONNECT WITH PRMA:
PRMA Home Page: https://www.privateriskmanagement.org/
Lisa Lyndsay (LinkedIn): https://www.linkedin.com/in/lisa-a-lindsay-2755343/
Azeema Hartley (LinkedIn): https://www.linkedin.com/in/azeema-hartley-186b505a/

MENTIONED IN THIS EPISODE:
2018 PRMA Annual Summit: https://prmasummit.org/
The Chartered Private Risk and Insurance Advisor (CPRIA) certificate: https://goo.gl/ThSxRU
Jack Uldrich - Futurist: http://jackuldrich.com/
General Manager Program (Harvard Exec Program): https://www.exed.hbs.edu/programs/gmp/Pages/default.aspx

BOOKS RECOMMENDED BY LISA:
The Service Profit Chain by James L. Heskett, W. Earl Sasser,

E94: Putting Insurance Expertise on the Customer's Side with Craig Tappel of HUB International

Mon, 09 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Craig Tappel is a customer advocate. He has been in insurance since at a very young age and was raised by his insurance dad to always put the customer first. Craig lives & works by that. In this episode, we discuss what putting the customer first actually means, his experiences as a young professional how he puts his customer first mentality to work each day at HUB and a lot more.

CONNECT WITH CRAIG TAPPEL:
LinkedIn: https://www.linkedin.com/in/craigtappel/

MENTIONED IN THIS EPISODE:
Lloyds of London: https://www.lloyds.com/
Elliot City, MD 2018 Flash Floods:

BOOKS RECOMMENDED BY :
Biographies on Winston Churchill: https://amzn.to/2NDfeJw
Biographies on Abraham Lincoln: https://amzn.to/2u4peTO
The Great Lecture Series: https://www.thegreatlectures.com/
The Harry Potter Series: https://amzn.to/2L0pDwU

E93- Insurtech Investment Landscape With Chris Downer, Principal at Venture Capital Firm XL Innovate

Mon, 02 Jul 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

In this episode of Profiles in Risk, I spoke with Chris Downer of XL Innovate. Chris is the author of the single best insurtech newsletter in the industry. We discussed the newsletter, the insurtech investment space and how XL Innovate discerns and decides upon investment opportunities.

CONNECT WITH CHRIS DOWNER:
LinkedIn: https://www.linkedin.com/in/chris-downer-2275bb62/
Twitter: https://twitter.com/chriscdowner
Email: Chris.Downer@xlcatlin.com
HomePage: http://xlinnovate.com/

MENTIONED IN THIS EPISODE:
Tom Hutton: https://www.linkedin.com/in/tom-hutton-9b21244/
Martha Notaras: https://www.linkedin.com/in/marthanotaras/
Risk Management Solutions (RMS): http://www.rms.com/
Lemoande: https://www.lemonade.com/
Phillips Exeter Academy: https://en.wikipedia.org/wiki/Phillips_Exeter_Academy

BOOKS RECOMMENDED BY CHRIS:
Books on Edward Linsdale:
https://amzn.to/2yZ1NAd
https://amzn.to/2lQL7Bw
Books by Dan Brown: https://amzn.to/2tNhlC8

E92 - Practice Makes Permanent With Steve Gordon of MIFB Advisory

Thu, 28 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Talking with Steve Gordon is inspiring. He struggled with education as a child yet built a successful career in insurance even though he is still young and rising. He did this with grit and by focusing on his strengths and by having a mentor who believed in him and gave him a chance. Now, Steve is looking to give back, with a charity to help other children get experience and confidence. There is definitely a sensai vibe when talking to Steve.

CONNECT WITH STEVE GORDON:
LinkedIn: https://www.linkedin.com/in/steve-gordon-b1904924/
Twitter: https://twitter.com/mifbadvisoryllp
Charity (Twitter): https://twitter.com/CharityMSH
Charity Homepage: http://makingsomethinghappen.org/

MENTIONED IN THIS EPISODE:
"Practice makes permanent"
"Specialize, but don't be a specialist"
Nigel Walsh: https://www.linkedin.com/in/nigelwalsh/
RIskGenius & Chris Cheatham: http://www.riskgenius.com/

E91 - Michael Gay of Volvo Financial on MGAs & Specialty Program Business

Mon, 25 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Michael Gay has built a career in the program business space & MGA/MGU space. Program businesses are the incubators of the insurance product chain where niche or test insurance products can be built, tested, tweaked and marketed without the pressures of a scaled up, generalized product such as auto, homeowners or workers compensation. Michael is an expert in this area and walks us through how he comes up with ideas for insurance products, how he builds them and how he measures the success of these programs.

CONNECT WITH MICHAEL GAY:
LinkedIn: https://www.linkedin.com/in/michaelwgay/

MENTIONED IN THIS EPISODE:
The AIG Story by Maurice Greenberg: https://amzn.to/2tr1Rnf
Bullett Journaling: https://amzn.to/2K4BD3X

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E90: Amy Waninger - Founder of Lead At Any Level and Author of Network Beyond Bias

Sun, 17 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Amy Waninger fell into insurance just like many of us (she needed a job). Also like us, she found the industry more compelling than the stereotype. Along the way, she discovered that having a strong, supporting network is the foundation for any successful career. Amy founded Lead at any Level to promote in-the-trenches leadership, diversity and inclusion, and career management through mentoring, public speaking engagements, and other offerings. She also wrote Network Beyond Bias, Making Diversity A Competitive Advantage in Your Career to help us find those meaningful connections that can transform ourselves into who we want to be.

CONNECT WITH AMY WANINGER:
LinkedIn: https://www.linkedin.com/in/amycwaninger/
Twitter: https://twitter.com/AmyCWaninger
Lead At Any Level Home Page: https://leadatanylevel.com/

MENTIONED IN THIS EPISODE:
Santa Claus, Indiana: https://en.wikipedia.org/wiki/Santa_Claus,_Indiana
National African Americans Insurance Association (NAAIA): https://www.naaia.org/
NAAIA Fall Conference: https://www.naaia.org/conference/
The Settlers of Catan: https://amzn.to/2th4BlY

BOOKS RECOMMENDED BY AMY:
Network Beyond Bias by Amy Waninger: https://amzn.to/2JXYw4Y
Love is the Killer App by Tim Sanders: https://amzn.to/2t5utSy
Blog2Book by Cathy Fyock: https://amzn.to/2t2nFp4
Blackboy by Richard Wright: https://amzn.to/2JLrvNG

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://g

E89 - Randy Schwantz, Author, Sales Trainer & Creator of The Wedge

Thu, 14 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

My first experience with Randy Schwantz was at the first agency I worked at. All the corner office producers had The Wedge in their bookcases. In fact, in every successful agency I ever worked at had a copy of The Wedge. Coincidence? Nope.

Randy Schwantz is considered one of the best insurance production trainers. The Wedge production system focuses on the biggest problem for producers...regardless of your product or service, most insurance buyers already have a relationship with an agent/broker and are much more likely than not to be satisfied. The Wedge is a process to "wedge" your way into that relationship so that you can better sell your solutions. We discuss this and a lot more in this episode of Profiles in Risk.

CONNECT WITH RANDY SCHWANTZ:
LinkedIn: https://www.linkedin.com/in/randyschwantz/
Home Page: http://thewedge.net/

MENTIONED IN THIS EPISODE:
All Books Written by Randy Schwantz: https://amzn.to/2JAKURg
Article on Bill Belichick from ESPN: https://goo.gl/ciQq1Z
BOR - Broker of Record Letter: https://www.investopedia.com/terms/b/broker-of-record.asp
S&L Crisis (Keating): https://en.wikipedia.org/wiki/Savings_and_loan_crisis

BOOKS RECOMMENDED BY RANDY:
Storytelling Made Easy by Michael Hauge: https://amzn.to/2MoHhM9
Unlimited Power by Anthony Robbins: https://amzn.to/2Mp67eE

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

E88 - The Captive Insurance Market With Van Carlson, CEO of Strategic Risk Alternatives

Mon, 11 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

I've been enamored with captive insurance for most of my insurance career. The ability of insureds to get tax benefits for self-insuring exposure solves a lot of problems when they are unable to 1. acquire insurance for their exposure (dangerous product or industry) or 2. are unable to acquire insurance at a reasonable premium (hard market or misunderstood exposure). In this episode, I discuss all things captive with Van Carlson of Strategic Risk Alternatives

CONNECT WITH VAN CARLSON:
LinkedIn: https://www.linkedin.com/in/vancarlson/
Strategic Risk Alternatives Homepage: https://goo.gl/v7pSKU

MENTIONED IN THIS EPISODE:
831b Tax Code For Captives: https://goo.gl/vPYee2
1986 Tax Reform Act That Allowed Captives: https://www.irs.gov/pub/irs-tege/eotopicn97.pdf

BOOKS RECOMMENDED BY VAN:
The E-Myth by Michael Gerber: https://amzn.to/2y0uITR
The Rainmaker by John Grisham: https://amzn.to/2LBoKef

E87 - Lawanda Hall On Being A Corporate Risk Manager & How To Avoid Calling Olivia Pope

Thu, 07 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

If in any moment of crisis you need to call Olivia Pope, you are not practicing risk management but crisis management. In this episode of Profiles in Risk, I speak with Lawanda Hall, a Risk Manager for a global automobile firm. We discussed how her passion for math and numbers lead her to a degree in risk management and how she went on to become a corporate risk manager. She discusses what it takes to become a risk manager, including how to sharpen your communication skills, which is a big part of properly communicating risk and risk prevention/mitigation throughout an organization.

CONNECT WITH LAWANDA HALL:
LinkedIn: https://www.linkedin.com/in/lawandamichell/

MENTIONED IN THIS EPISODE:
CPCU designation
AIC Designation
ARM Designation
Intelligent Intentions

BOOKS RECOMMENDED BY LAWANDA:
The One Thing by Gary Keller & Jay Papasan: https://amzn.to/2sDhU0u
Influencer by Kerry Patterson & Joseph Grenny: https://amzn.to/2sQblXM
Fictional Book by Nicholas Sparks: https://amzn.to/2xPU475
Mystery Books by Harlan Coben: https://amzn.to/2kXkNoV
Books by Pearl Cleage: https://amzn.to/2kXlEWF
Books by E. Lynn Harris: https://amzn.to/2LzurcL

E86 - Rebecca Wheeling: Automating Claims Communications With Schedule It

Mon, 04 Jun 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

It is such a pleasure when I get to speak to someone to is solving a problem that I had no appreciation of its existence. Ultimately claims are the insurance product. Even well-meaning carriers looking to close claims quickly can stumble in situations where the adjusting team struggles to contact, schedule, meet and close the claim. Rebecca is solving this problem via technology. Using software, Rebecca and the Schedule It team are using technology to simplify the process and optimize time for all stakeholders in a claim. This closes claims quicker and reduces conflict and provides the best possible experience for the claimant.

CONNECT WITH REBECCA WHEELING:
LinkedIn: https://www.linkedin.com/in/rebecca-wheeling-155980b/
Homepage: https://www.scheduleit.io/

MENTIONED IN THIS EPISODE:
Adjuster Training - http://www.adjusterpro.com/

BOOKS RECOMMENDED BY PATRICK:
The Bible: https://amzn.to/2sFQxSK

E85 - Full Stack Brokerage & Technology With John Prichard Jr., President of Oli Insurance Services

Wed, 30 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

We often get questions at the Insurance Nerds Slack Channel on how one would open an agency. Carrier appointments, technology, sales, accounting and a whole host of other factors need to be addressed. In this episode of Profiles in Risk, Tony and I spoke with John Prichard Jr of Oli Insurance Services. Oli is a full-on support stack for every aspect of the brokerage business. Even a single person producer can get full back office support and market access using Oli, so that they can do what they do best. We also discussed the insurtech scene as it relates to agents and brokers and John provides some other advice to agents from his many decades of experience at Heffernan Insurance and at Oli seeing many hundreds of agencies.

CONNECT WITH JOHN PRICHARD JR.:
LinkedIn: https://www.linkedin.com/in/john-r-prichard-jr-1356964/
Homepage: http://www.oliins.com/

BOOKS RECOMMENDED BY JOHN:
Go Giver by Bob Burg: https://amzn.to/2J262je

E84 - Matteo Carbone on His Career, Insurance Innovation and His New Baby - Archimedes SPAC

Mon, 28 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

A transcript of this broadcast has been provided below.

Matteo Carbone is one of the world's leading insurance thought leaders and is routinely ranked as a top 5 (and often, THE most) influential person in insurtech! In this episode Matteo and I discussed how he got into insurance (he fell into it via consulting), how he became a thought leader (find your voice and share your insights) and we discussed his two main ventures, The IoT Observatory and Archimede SPAC, an Italian insurtech carrier. Matteo doesn't just counsel other companies, he eats his own cooking, which combined with being Italian, means you know it's going to be spectacolo!

CONNECT WITH MATTEO CARBONE:
LinkedIn: https://www.linkedin.com/in/matteocarbone/
Twitter: https://twitter.com/MCins_
IoT Observatory: https://www.connectedinsuranceobservatory.com/

MATTEO'S BOOK:
All The Insurance Players by Matteo Carbone And Andrea Silvello: https://amzn.to/2kyaSG9

MENTIONED IN THIS EPISODE:
Archimede SPAC: https://www.archimedespac.com/

E83 - Patrick Muscenti On Agency Production, Sales Training & Casual Fridays

Wed, 23 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Patrick Muscenti is the Lebron James of insurance production. He would blush at that, but he's from Cleveland, and Lebron James was mentioned in this podcast and Patrick is a really big believer in coaching, training and becoming elite, thus he qualifies in the Lebron James category. But seriously, when you talk to Patrick you do get the sense that he is listening deeply to your words and his responses are always measured & thoughtful. I can't help but imagine that he practices what he preaches and he takes his craft (and clients) very seriously.

CONNECT WITH PATRICK MUSCENTI:
LinkedIn: https://www.linkedin.com/in/pmuscenti/

BOOKS RECOMMENDED BY PATRICK:
The Pearl by John Steinbeck: https://amzn.to/2LqUTpI

MENTIONED IN THIS EPISODE:
Sandler Sales Training: https://www.sandler.com/

E82 - Extreme Agency Makeover with Kelly Donahue-Piro

Mon, 21 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Online Adjuster Training. Go to https://iapath.com

This episode was almost too much fun. Tony and I discuss all things agency with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly discusses the things that great agencies do (and why poor performing agencies are poor performing). As Kelly mentions, great agencies strive for excellence. They hold everyone accountable and they execute their vision for excellence in every aspect of the business from recruiting and hiring to training to performance management. We had a great discussion about personal lines agencies and Kelly's thoughts were that the decline of the personal lines agent has more to do with poor execution than poor economics.

We had a lot of fun in this episode and be sure to look out for future broadcast between Agency Performance Partners and Insurance Nerds in the near future!

CONNECT WITH KELLY DONAHUE-PIRO:
LinkedIn: https://goo.gl/BAOlsu
Twitter: https://goo.gl/6Kpz6t
Home Page: https://www.agencyperformancepartners.com/

E81 - BONUS EPISODE: Conversations At Insurtech Rising in Boston 2018

Thu, 17 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Learn to write auto, heavy truck, and other claim types with IA Path’s online trainings. Go to http://iapath.com

I apologize for some of the audio quality. My new microphone did not work so well. Regardless, there are some good conversations with attendees from the Insurtech Rising, Boston conference in early May.

Here is a list of folks I spoke to, in order of appearance:

Anita Aspill of IDA Ireland: https://goo.gl/63UXvA (see below for some IDA materials provided by Anita)
Brent Williams of Benekiva: https://goo.gl/KB6zbM
Shruthi Rao of Adapt Ready: https://goo.gl/xHUQoC
Harish Neelamana of DataCubes: https://goo.gl/wu2aKr
Graham Gudmestad of DataCubes: https://goo.gl/NcUcAk
Jim Bowen of Energetic Insurance: https://goo.gl/F7ZxwA
Abel Travis of AF Fund: https://goo.gl/tKggoL
Brent Poliquin of AIR Worldwide: https://goo.gl/WZbcUN

E80 - Carl Moulton on Insurance Lead Generation Using DMCOs

Wed, 16 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

In this episode of Profiles in Risk, Carl Moulton, managing partner at datMoose helped to educate me on the current state of agency lead generation and how DMCOs (digital marketing co-ops) can be a more effective and efficient form of lead generation.

CONNECT WITH CARL MOULTON:
LinkedIn: https://goo.gl/MHEQnU
Home Page: http://www.1lead1buyer.com/

MENTIONED IN THIS EPISODE:
Steve Anderson
The SIAA
WE Insure
Brightway Insurance
Insurance Nerds Slack Channel
Insightly
Prosperworks
HubSpot

BOOKS RECOMMENDED BY CARL:
The E-Myth by Michael Gerber: https://amzn.to/2Iqww9u

E79 - Patrick West, Founder and Chief Shopping Officer of Hedge Quote

Sun, 13 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

Pat West is NOT an acting as an agent or a broker. But he helps customers get insurance. He is the Chief Shopping Officer of Hedge Quote. Confused? I was too until I sat down and spoke with Pat about this new twist to an old business model. As you will hear, Pat cares deeply about the customer experience and customer satisfaction.

CONNECT WITH PATRICK WEST:
LinkedIn: https://goo.gl/Z8V1K1
Twitter: https://twitter.com/hedgequote
Home Page: https://www.hedgequote.com/

MENTIONED IN THIS EPISODE:
TrueCar
Jetty Insurance
Metromile
CoverWallet

E78 - Insurtech Namaste With Jason Keck, CEO of Broker Buddha

Tue, 08 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com

Broker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience. In this episode Tony (he is the one making all of the typing sounds at the beginning of the podcast - before I sent him a nasty message) & I spoke with Jason Keck, CEO of Broker Buddha. Jason discussed more than just the solutions Broker Buddha provides. One big insight that I took away from this recording was Jason's belief that successful startups need to be really good at, and remembered for one BIG thing. Too many startups are trying to solve too many problems, too quickly. Their potential customers can't pin down that one thing they are really good at, thus, aren't known for solving any problem. Jason is a serial entrepreneur with senior experience at some big-time startups such as Shazam. He definitely brings an interesting perspective to how insurtech should solve insurance-related problems.

CONNECT WITH JASON KECK:
LinkedIn
Twitter
Broker Buddha Home Page

BOOKS:
The 4-Hour Work Week by Tim Ferriss

MENTIONED ON THE PODCAST:
Tim Ferris Podcast
Yesware
Slack
PipeDrive
Boomerang For Gmail
QuickMail

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout
RSS

E77 - Ashley Fitzsimmons - On Being The Beyonce of Insurance & Doing Deals in Heels (Sponsored by IA Path)

Sun, 06 May 2018 00:00:00 -0400

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com

Recently I had the pleasure to spend a Saturday morning speaking with Ashley Fitzsimmons. I invited her on because I have been following her on LinkedIn and Twitter and her enthusiasm and motivation for her work stand out. She is the self-professed Beyonce of insurance and in this episode, we talked about her initial career, the trade-offs with working in the family business, millennial stuff and of course, since she's in productions, sales stuff. Performers like Ashley are the future of this business.

CONNECT WITH ASHLEY FITZSIMMONS:
LinkedIn
Twitter

BOOKS:
Eat That Frog by Brian Tracy
You Are A Badass by Jen Sincero
Insuring Tomorrow by Tony Canas & Carly Burnham
The Power of Moments by Chip Heath & Dan Heath

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout
RSS

E76 - SPECIAL BONUS EPISODE - Conversations From The 2018 Global Insurance Symposium

Wed, 02 May 2018 00:00:00 -0400

Last week I was very fortunate to attend the 2018 Global Insurance Symposium in Des Moines, IA. With well over 650 attendees, this is one of the biggest insurance focused events of the year. Besides great speakers and panel discussions, we got to hear the final pitches from the latest cohort of the Global Insurance Accelerator, a Des Moines based insurtech accelerator lead by Brian Hemesath. Another perk of the event is that I can walk around and talk to people. This special episode of Profiles in Risk comprises my random conversations with a variety of attendees of the conference. The interview list is below.

Here is a video with Ryan Hanley (I am the last interviewee).

On the show:
Stephen Goldstein
Mica Cooper
Sonny Patel & Maya Strasser
Ryan Hanley
Laura McKiernan Boylan
Paul Winston
Kaitryn Patchett
Holli Gronset

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout RSS

E75: Bob Frady, CEO of HazardHub on Property Risk, Fire Hydrants, The Law of Large Numbers & Stand-up Comedy

Sun, 29 Apr 2018 00:00:00 -0400

Bob Frady is not your normal CEO.

Bob is CEO and co-founder of HazardHub, a company which provides a full hazard report card on your property. Fire, flood, wind, earth movement, and even man-made risks are all covered and graded. The report also tells property owners where the closest fire station and fire hydrants are. It is the most comprehensive hazard report available. You can get one free at www.freehomerisk.com.

One interesting take away from my conversation with Bob was about the Law of Large Numbers. This insurance principle has protected insurers for 300 years. Even with Insurtech on the rise, insurers are still somewhat shielded by the Law of Large Numbers. So even in an environment with imperfect information becoming less imperfect every day, this principle is still quite valid (information will never be perfect). Bob was also a stand-up comic. With permission, here is my favorite laugh out loud skit of Bob's

CONNECT WITH BOB FRADY:
LinkedIn
HazardHub Home Page

BOOKS:
Papi: My Story by David Ortiz & Michael Holley
Back From The Dead by Bill Walton
The Power of Habit by Charles Duhigg

E74 - Steve Evans Celebrating 20 Years of ILS and Artemis

Sun, 22 Apr 2018 00:00:00 -0400

Steve Evans is the owner of Artemis and Reinsurance News. These are the two go-to publications when it comes to ILS and reinsurance news (fitting name). Steve has been building Artemis for 20 years and has recently celebrated Artemis' 20th anniversary.

In this episode, Steve discusses the history of Artemis, and how it has paralleled the internet, the birth of CAT bonds and now the insurtech scene. If you aren't signed up for Artemis, go to the link below, and do that now!

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout RSS

HOW TO CONNECT WITH STEVE EVANS:
LinkedIn
Twitter

MENTIONED IN THE PODCAST:
Artemis Home Page
Reinsurance News Home Page
ILS Asia - July 12 - Singapore
ILS-NYC - February 2018 (post-event blog)
Extraordinary Re
Will Dove (CEO of !Re)
Solidum Partners ILS on Blockchain
My article on insurance innovation

E73 - Bill Wilson on His New Book: When Words Collide-Resolving Insurance Coverage and Claims Disputes

Wed, 18 Apr 2018 00:00:00 -0400

This is a special episode of Profiles in Risk. The audio for this episode is derived from a video webcam recording we did with Bill Wilson to announce the release of his new book When Words Collide-Resolving Insurance Coverage and Claims Disputes. If you want to watch the Carly, Tony and myself discuss the book in video format, follow this link to our YouTube channel (and subscribe while you are there!)

When Words Collide is the culmination of 30 years of Bill's work. Bill is a sought-after policy interpreter and is the go-to person when there is a claims dispute. Bill outlines the steps he takes in order to analyze the situation and when coverage is or is not offered by the policy. It is essential reading for agents, brokers, underwriters, adjusters, litigators and product developers., Basically anyone who touches a policy and needs to understand the nuance behind the complicated language often structured within a policy.

When Words Collide can be ordered here: https://shop.insnerds.com/product/when-words-collide/

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout
RSS

HOW TO CONNECT WITH:
LinkedIn
Twitter
Email

MENTIONED IN THE PODCAST:
John Eubank
RTFP - Read The F- Policy
Kevin Grudzien's podcast on BI accounting and Insurance CSI
Oxford Comma Claim

BOOKS:
How to Draft and Interpret Insurance Policies by Kenneth Wollner and Richard Scislowski and W. Jeffrey Woodward
General Liability Insurance Coverage by Randy Maniloff

E72: David Tobias, co-Founder of BetterView: On Drones, Digital Imagery & Insurtech Product/Market Fit

Sun, 15 Apr 2018 00:00:00 -0400

David Tobias understood insurance from a young age (his Dad was in insurance and David started doing inspections before he turned 20). He also had a passion for technology (he taught himself how to code). David and his coFounder (David Lyman) saw a problem that existed in insurance, which was that roof inspections where hard, expensive, yet the desire to have that information, very useful. They also saw the potential for drone technology to be a potential solution. After their first paid gig, they saw a really big opportunity to use technology to both, acquire digital imagery, but more importantly, to scale the analytics around those digital images to help underwriters, adjusters and others obtain valuable insights on entire property exposures.

Betterview exists to make every property thoroughly understood. The company does this by providing software and services to capture, organize and analyze data to unlock valuable insight.

There's a really good section of the podcast where David discusses how he thought digital imagery via drones was going to be "the product". Instead, the real product is the insights that The BetterView software provides when examining the digital imagery. This is a valuable lesson for all startup founders. Your solution is likely to be a deeper and more meaningful experience than what you originally imagined. With feedback, BetterView found product/market fit. Whatever itch you, as a business, think you are scratching...keep picking...there is likely a deeper problem to solve.

Subscribe at:
Stitcher
iTunes
Google Play
YouTubeBuzzsprout RSS

HOW TO CONNECT WITH DAVID TOBIAS:
LinkedIn
Twitter
Email

MENTIONED IN THE PODCAST:
BetterView Home Page
Inbox Zero

BOOKS:
Zero to One by Peter Thiel
Principals by Ray Diallo
Creative Confidence by Tom Kelly & David Kelly
Steve Jobs by Walter Isaacson

E71 - So You're Saying There's a Chance? - How Standup Can Improve Your Career With Avolyn Fisher

Wed, 11 Apr 2018 00:00:00 -0400

Avolyn Fisher caught my eye by writing an article on LinkedIn about how she tried stand-up comedy and how that training helped her in her day job as a data analyst. I was very intrigued, mostly, because I have wanted to practice standup but am afraid to, so I have a lot of respect for those that try but I also wanted to talk to Avolyn so that she could tell her story to you all. A story I think you will get something out of.

HOW TO CONNECT WITH AVOLYN FISHER:
LinkedIn
Twitter

MENTIONED IN THE PODCAST:
Avolyn's Article on Standup
Russ Robert's EconTalk podcast
So Good They Can't Ignore You by Cal Newport

BOOKS:
How Adam Smith Can Change Your Life by Russ Roberts
Superforecasting: The Art and Science of Prediction by Philip Tetlock and Dan Gardner
Weapons of Math Destruction by Cathy O'Neil

E70: Tom Johansmeyer of PCS - Aggregating Catastrophe Data For Industry Benchmarking and ILS Parametric Index Triggering

Sun, 08 Apr 2018 00:00:00 -0400

Tom Johansmeyer is the Michael Lewis of Insurance. As the head of Verisk's PCS division, Tom is continuing the PCS tradition of aggregating insured industry losses, and taking that to a whole new level. PCS, globally known for aggregating, weather, earthquake, fire and other natural catastrophes is expanding into cyber, terror and other specialty lines, and taking the show on the road...globally. Tom and I discuss the value of aggregated industry losses, how the industry is creatively using those loss figures and the new products being deployed to help the insurance ecosystem smoothly transfer risk. Armed with a philosophy degree, tenure at a consulting firm and a love of writing, Tom got into insurance at Guy Carpenter. Tom was the creator of Captial Ideas and has kept his writing and marketing skills sharp over at PCS. PCS is an advertiser of Insurance Nerds...join the Reinsurance Revolution!

HOW TO CONNECT WITH TOM JOHANSMEYER:
LinkedIn
Twitter

MENTIONED IN THE PODCAST:
PCS - Property Claims Service - a division of Verisk Analytics
ILW - Industry Loss Warranty
Brent Poliquin's Podcast on Insurance Linked Securities
Retrocession Insurance (trades)
Indemnity Triggers - An loss amount for the sponsor (usually an insurer) of the insurance security corresponding to the actual losses they sustained for an event. Tom discussed different trigger types. The article referenced here describes many of them. PCS specializes in collecting industry data which is often used in Industry Loss triggers
Basis Risk - In ILS, because ILS sponsors have different loss triggers available to them aside from triggers on their own losses (see indemnity above), sponsors run the risk that an event payout, based on a non-indemnity trigger, may not match their true losses. With basis risk, a sponsor may receive more payout than they had insured losses, or worse, less payout than their total event loss.
Costa Concordia loss
Deep Water Horizon loss
Jubilee loss
Kea Trader loss
Equifax Cyber Breach

E69 - Jeff Arnold: Insurance Monopoly; The Art of Buying & Selling Agencies

Wed, 04 Apr 2018 00:00:00 -0400

Jeff Arnold is the President of RightSure Insurance Group and the author of the book The Art of The Insurance Deal. Jeff spoke with Tony and me about how he locates, finances and buys insurance agencies. We discussed things that can blow up a deal, how sometimes, purchased agencies do not end up being a good fit and in some cases, those same agencies need to be sold to other buyers that can make them a good fit.

Some important considerations when buying an agency are:

- is it a good fit?
- how should the agency be valued?
- how should the price be financed?
- what are the responsibilities of the sellers upon the sale?
- how do you integrate the newly acquired staff and IT?

HOW TO CONNECT WITH JEFFREY ARNOLD:
LinkedIn
RightSure Insurance Group
Jeff's Home Page

BOOKS:
The Art of The Insurance Deal by Jeffrey Arnold
E-Myth Revisited by Michael Gerber
Good to Great by Jim Collins
Napolean Hill Books
Brian Tracy Books

E68: Deidre Wright - Using Employee Diversity & Inclusion As A Company Asset

Mon, 02 Apr 2018 00:00:00 -0400

March is Women's History Month. We end March by discussing diversity in insurance with a woman who knows quite a bit about the topic. Diversity in the workplace is an asset according to Deidre Wright. In this episode of Profiles in Risk, Deidre and I discussed, diversity, what it means (it's deeper than I thought), inclusion and how important it is to allow your employees the ability to allow their true, authentic personalities to be a diversifying asset in your organization's success. Even employees with purple hair can be your rock stars!

HOW TO CONNECT WITH DEIDRE WRIGHT:
LinkedIn
Twitter
www.diversityinclusioninstitute.com

BOOKS:
Eat That Frog by Brian Tracy
Outwitting The Devil by Napolean Hill
Stargirl by Jerry Spinelli

E68 - Deidre Wright: Using Employee Diversity & Inclusion As A Company Asset

Sun, 01 Apr 2018 00:00:00 -0400

March is Women's History Month.We end March by discussing diversity in insurance with a woman who knows quite a bit about the topic.

Diversity in the workplace is an asset according to Deidre Wright. In this episode of Profiles in Risk, Deidre and I discussed, diversity, what it means (it's deeper than I thought), inclusion and how important it is to allow your employees the ability to allow their true, authentic personalities to be a diversifying asset in your organization's success. Even employees with purple can be your risk stars!

HOW TO CONNECT WITH DEIDRE WRIGHT:
LinkedIn
Twitter
www.diversityinclusioninstitute.com

BOOKS:
Eat That Frog by Brian Tracy
Outwitting The Devil by Napolean Hill
Stargirl by Jerry Spinelli

E67: Patrick Schmid, VP of the RiskBlock Alliance - Developing Blockchain For The Insurance Ecosystem

Tue, 27 Mar 2018 00:00:00 -0400

Out of all the insurtech ideas sprouting in the market, I have yet to see anything that has the potential that blockchain has. In this episode of Profiles in Risk, I spoke with Patrick Schmid of The Institutes' RiskBlock Alliance. Patrick is working with the insurance ecosystem to help them co-develop the blockchain platforms and technologies necessary for insurance to blossom in the next wave of innovation.

HOW TO CONNECT WITH PATRICK SCHMID:
LinkedIn
RiskBlock Site
Email

MENTIONED IN THE PODCAST:
Ethereum
GDPR Regulations
HyperLedger
B3i
R3

PRODUCTIVITY:
Slack
Confluence
GitHub
Twitter

BOOKS:
The Rationale of Central Banking by Vera Smith
Ishmael: A Novel by Daniel Quinn
Man's Search For Meaning by Viktor Frankl

E66 - Garrett White of Blue Lime & Chris Prewit of IIASA on Agencies & Teaching High Schoolers Insurance

Sun, 25 Mar 2018 00:00:00 -0400

In this episode of Profiles in Risk, I spoke with Garrett White, President of Blue Lime Group & Chris Prewit, co-director of the IIASA (Independent Insurance Agents of San Antonio). We discussed the current state of Independent Agencies, the future and how IIASA has piloted outreach programs for college and high school students to experience insurance and gain real-life experience.

UPCOMING EVENTS:
ELITExas - AI in Your Agency: Automate the boring stuff - March 30th, 2018
2018 TRADE FAIR - THE PEARL STABLE - April 5, 2018

CONNECT WITH GARRETT WHITE:
LinkedIn

CONNECT WITH CHRIS PRUITT:
Email

MENTIONED IN THE PODCAST:
Embroker
Bold Penguin
Bold Penguin podcast with Ilya Bodner
Ask Kodiak Podcast with Allan Egbert
Cover podcast with Karn Soaroya
BrokerLift podcast with Thomas Accardo
National Alliance CISR Designation
Stephen Covey Daily Planner

BOOKS MENTIONED:
As a Man Thinketh by James Allen
The 48 Laws of Power by Robert Greene
The 4 Disciplines of Execution by Chris McChesney
The 80/20 Principle by Richard Koch
Leaders Eat Last by Simon Sinek

E65 - David Milton, CEO of TelaClaims: The Only Good Claims is a Closed Claim

Mon, 19 Mar 2018 00:00:00 -0400

David Milton is the founder and CEO of TelaClaims, based in Florida. In this episode we discussed the tech advancement of claims from an old paper based system to a modern tech based function. The mission of TelaClaims is to get claims closed properly as fast as possible. According to David, the only good claim is a closed claim and we discussed why that is. We also talked about what technologies are now being used in the claims adjustment process. We closed the conversation on the TelaClaims work culture and he offers free yoga and judo to his employees on the job site!

HOW TO CONNECT WITH DAVID MILTON:
LinkedIn
TelaClaims HomePage

MENTIONED IN THE PODCAST:
Licensing Course (LMS Course)

BOOKS:
Delivering Happiness by Tony Hsieh (founder of Zappos)
Insuring Tomorrow by Tony Canas and Carly Burnham

E64 - Lisa Miller: Regulators Are People Too

Sun, 11 Mar 2018 00:00:00 -0500

In this episode, Lisa Miller and I discuss regulators, regulations and how the insurance ecosystem can interrelate effectively with regulators. Lisa provides some advice on when (often) and how (engage and discuss) to work with regulators. Her advice is similar to what Trent Cooksley advised on how to pitch to investors...DO YOUR HOMEWORK. Make it easy for them to buy into your idea (rates, forms, products etc). Yes, regulators are human, and yes, they do like coffee.

HOW TO CONNECT WITH LISA MILLER:
LinkedIn
Home Page

MENTIONED IN THE PODCAST:
Florida Office of Insurance Regulation
Assignment of Benefits (Wes Todd & I discussed this for an entire podcast recently)
FHCF - Florida Hurricane Catastrophe Fund
Bryan Koon - Director of Florida Division of Emergency Management

BOOKS:
A Regulator’s Introduction to the Insurance Industry

E63 - Chris Stanley - Creating the Next Generation of Independent Adjusters

Sun, 04 Mar 2018 00:00:00 -0500

February was Insurance Careers Month. In this episode of Profiles in Risk, I spoke with Chris Stanley, someone who is literally helping people to build an insurance career. Chris is an author, independent adjuster and the founder of IA Path, an online training company helping those who would like to build their own Independent Adjuster or Appraiser business. We discussed how to become an IA & more importantly, what successful IA's do and DON'T do.

MENTIONED ON THE SHOW:
Jon Nastor & Productivity
Jon & Jerod Morris' Showrunner Podcast

CONNECT WITH CHRIS STANLEY:
IA Path Site
LinkedIn
Twitter

E62 - Cooper Cohen: International Underwriter at CNA Financial

Tue, 27 Feb 2018 00:00:00 -0500

We finish Insurance Careers Month by speaking with an up and coming insurance professional. Cooper Cohen is an International Underwriter at CNA in Chicago. We discussed how he got into insurance, blockchain, insurtech and near the end of the recording Cooper describes the real challenge we as an industry face in trying to recruit college grads into insurance.

E61 - Kyle Nakatsuji, CEO of Cleacover: On Auto Insurance and Existential Crises

Sat, 24 Feb 2018 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Kyle Nakatsuji, CEO of Clearcover, an auto insurer looking to deliver the right coverage, at the right time, so you can pay less. We discussed the challenges of auto insurance as a business, the challenges of insurance as a venture-backed investment & the what it means to be customer-centric.

Kyle will be on a panel discussing customer centricity at the Insurance Nexus, Insurance AI and Analytics USA Summit in Chicago on June 27th & 28th. Use Discount code: INSNerds200 to get $200 off.

E60 - Trent Cooksley: Head of Open Innovation at Markel Corp

Sun, 18 Feb 2018 00:00:00 -0500

In this episode of Profiles in Risk, I speak with Trent Cooksley who is the head of open innovation at Markel Corp. Markel is a large insuance company, with a global presence, and Trent is in charge of exploring new technologies and innovation.

We discuss the insurtech scene, how Trent filters the large (and ever growing) list of new technologies and companies. Trent also goes into how startups can be being successful ("take the bull by the horns") and how important it is for startups to find an internal corporate champion and how to sell their ideas.

CONNECT WITH TRENT COOKSLEY:
LinkedIn

DISCUSSED IN THIS EPISODE:
The similarities of an insurance company to an electric utility
"Don't boil the ocean"
"Learn how to sell"
"Find a champion"

E59 - Thomas Accardo of BrokerLift: "Disintermediate Yourself"

Sun, 11 Feb 2018 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Thomas Accardo of BrokerLift. BrokerLift helps brokers & agents digitize their products and services, creating a full eCommerce platform so that brokers don't have to become software developers. Like our prior guest, Thomas is from Canada and an immigrant into insurance. Thomas discusses loss leaders and other marketing concepts (his expertise) so that brokers can do what they do best while still growing and competing in a highly digital world.
CONNECT WITH THOMAS ACCARDO
LinkedIn
Twitter

E58 - Karn Saroya of Cover - "Insurance Companies are Glaciers Carved by Rivers of Money"

Sun, 04 Feb 2018 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Karn Saroya, Co-Founder and CEO of Cover, an insurtech company whose primary product is a mobile app in which you can take a photo of a personal belonging, submit it to Cover, and Cover will find a market for that item. Karn is a serial entrepreneur who came into insurance from the fashion & marketing side of business. We discuss what lead him to get excited about insurance and what it takes to make a successful company from a startup. Karn & Cover are highly customer focused, which is refreshing and Cover is definitely exploring different ways to build a new insurance business model.CONNECT WITH KARN SAROYA
LinkedIn
Twitter
email

E57 - Discussing: "NEXT GEN ANALYTICS AND THE INTERNET OF THINGS: POWERING INSURTECH" Conference with Larry Pistell & Herbert Chain of St. John's University

Sun, 28 Jan 2018 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Herbert Chain and Larry Pistell of the St. John's University Tobin College of Business. Herb and Larry talked about the business school's history of insurance education. St. John's has one of the preeminent global insurance and risk management programs. St. John's is also bringing Insurtech to New York City. St. John's will host its 2nd Annual Insurtech conference on March 8th. It is an all-day event that I highly recommend. I was a panelist last year and the event is full of thought leaders, industry veterans, many startups and students and professors of St. John's.

NEXT GEN ANALYTICS AND THE INTERNET OF THINGS: POWERING INSURTECH
The agenda for the event is:

2020 and Beyond: The Future of Insurance
How Big Data Analytics Will Transform the Effectiveness of the Insurance Value Chain
How Societal and Technological Trends Are Impacting Insurance
Leveraging the Best: Ideas and Solutions
Driving Change Through Analytics: Lessons Learned from Customers

Event Signup

CONNECT WITH LARRY & HERB
Larry Pistell's LinkedIn Page
Larry Pistell's email
Herb Chain's LinkedIn Profile

E56: Tony Steuer Discusses the DOL Best Interests Standard, The Affordable Care Act and His Predictions for 2018 Insurtech Innovations

Mon, 22 Jan 2018 00:00:00 -0500

Subscribe at: Stitcher iTunes Buzzsprout RSSIn this episode of Profiles in Risk, I caught up with Tony Steuer. Tony is an advocate for insurance consumers and we've had him on the show before to discuss the Insurance Bill of Rights. We discussed the new Department of Labor requirements on best interests, the current status of the Affordable Care Act and Tony's thoughts and predictions for Insurtech in 2018.CONNECT WITH TONYTwitter LinkedIn Home PageMENTIONED IN THE PODCASTInsurance Bill of Rights B3i - The Blockchain Insurance Industry Initiative NAIC concerns about Lemonade (see pages 33 & 34)

E55: Prof. Mike Hubbel of Temple University's Risk Management Program

Mon, 15 Jan 2018 00:00:00 -0500

Mike Hubbel is a professor of Risk Management within Temple University's Fox School of Business. The program is often rated as one of the top undergrad/grad risk management & insurance programs in the US. We have written in the past, why a degree program is so valuable and in this episode Mike & I go into some detail about why. Mike, like Zach Finn of Butler University, started his career in insurance and then moved into academia. This is important in that Mike can truly teach real world problems to his students and also prepare them for what they will face day-to-day when they graduate. We discuss the trade-offs of getting a degree versus a designation and the other benefits of learning insurance and risk management from a university.

E54: The “Selfie” As A Life Expectancy & Health Tool With Janet Anderson of Lapetus Solutions

Mon, 08 Jan 2018 00:00:00 -0500

At any insurance conference Janet Anderson attends, she is often the most popular person in the room? Everyone wants to take a selfie on her phone and see what the technology that Lapetus Solutions is predicting for them. In this episode of Profiles in Risk, Janet and I discuss this image analysis technology, application to industry and her career in insurance

E53 - The Year End Review of the 2017 Natural Catastrophe Season

Mon, 01 Jan 2018 00:00:00 -0500

In this episode, an all-star panel of insurance experts discusses the year that was in natural catastrophes. Will 2017 go down as the worst Nat-CAT season ever? You might be surprised at the responses.

ALL-STAR PANEL
Kevin Grudzien
Rob Galbraith
Wesley Todd
David Wright

E52 - The Career (and hair) of Insurance Legend Bill Wilson

Sat, 30 Dec 2017 00:00:00 -0500

This is a re-broadcast of a previous episode of The Attachment Point.

In this episode, Nick and Tony talk with Bill Wilson. Bill is a legend in insurance and we discuss his early career, how he got into insurance (he initially wanted to be a teacher), his thoughts about how insurance has changed, what hasn’t changed but should, and we spend a few minutes talking about his hair!

REACHING BILL: LinkedIn

E51 - The Insurance Bill of Rights With Tony Steuer; Author, Blogger and Insurance Advocate

Fri, 29 Dec 2017 00:00:00 -0500

This is a re-broadcast of a special episode of The Attachment Point where Tony Steuer discusses creating a set of ethical standards called the Insurance Bill of Rights.

The Insurance Bill of Rights:
The Right to Have Your Agent Act in Your Best Interest
The Right to Receive Customized Coverage Appropriate to Your Needs
The Right To Free Choice
The Right to Receive an Answer to Any Question
The Right to Pay a Fair Premium
The Right to Be Informed
The Right to be Treated Fairly and Respectfully
The Right to Full Disclosure and Updates
The Right to Quality Service and Fair Handling of Claims
The Right to Change or Cancel Your Coverage and Be Notified of Any Change

E50 - Bryan Falchuk, Best Selling Author of Do A Day and Head of Claims at Hiscox USA

Thu, 28 Dec 2017 00:00:00 -0500

This is a re-broadcast of a special episode we had with author, life coach and claims professional Bryan Falchuk. Bryan Falchuk lost 100 lbs, got his life under control and now leads claims for Hiscox USA. He tells us his story and gives incredible advice both for insurance carriers and insurance professionals.Do a Day Book with special discount for InsNerds listeners: Do-A-Day Book

E49 - Carly, Nick & Rob Galbraith Discuss Gen-X Career Development

Wed, 27 Dec 2017 00:00:00 -0500

This is a re-broadcast of an episode of The Attachment Point where Carly, Nick & Rob discussed the challenges and difficulties of Gen-Xers in career development. ROB GALBRAITH – https://twitter.com/robgalb and https://www.linkedin.com/in/rob-galbraith-8707aa1/ BOOKS DISCUSSED ON THE SHOW: THE BRAND YOU – TOM PETERS KNOWN BLUE OCEAN STRATEGY LORDS OF STRATEGY THE END OF COMPETITIVE ADVANTAGE

E48: Millennials, Claims and Lemonade with Andrew Holland

Tue, 26 Dec 2017 00:00:00 -0500

This is a re-broadcast of episode 4 of The Attachment Point, where Tony, Carly and I discuss claims, claims adjusting, millennials and the Lemonade charity give back with claims adjustor Andrew Holland.

E47 - Strategic Goal Setting, Ask it Never and a Discussion of #InsurTech

Mon, 25 Dec 2017 00:00:00 -0500

This is a re-broadcast of episode 2 of The Attachment Point podcast. In this episode Carly & Tony discuss smart goals, the Sheena Iyengar TED Talk, Aviva insurance looking to reduce application questions, and the 5 important questions to ask about your insurance coverage by Bill Wilson.

E46: Abel Travis on Insurance, Innovation and Podcasting

Mon, 18 Dec 2017 00:00:00 -0500

In this episode of Profiles in Risk, I spoke with Abel Travis, host of his own insurance related podcast called Insurance Innovators Unscripted. We discussed how he fell into insurance, the path his career took and why he got into podcasting. Abel's podcast is a must listen for anyone who is interesting in hearing about insurance innovation, insurtech and the thought leaders in this space who are actively innovating and improving the entire insurance ecosystem.

E45 Zachary Finn of Butler University: Teaching Insurance With Insurance

Mon, 11 Dec 2017 00:00:00 -0500

In this episode of Profiles in Risk, Tony and I spoke with Zach Finn head of the Butler University's Risk Management & Insurance Department. Zach discusses his risk management career, his decision for leaving industry for academia and how he is differentiating the Butler insurance program. We dive deep into their unique concept of a student run captive. Butler is generating a new breed of young insurance professional who are arriving already familiar with the machinations of insurance. They design programs, craft policy language, write coverage and handle claims. A Butler grad likely has the experience of a 2-3 year insurance trainee at many companies. Zach is figuring out ways to eliminate the talent gap in insurance. His excitement is contagious.

E44 - Cuthbert Heath - The Maker of Modern Lloyd's of London

Mon, 04 Dec 2017 00:00:00 -0500

On this episode I will be discussing the life of Cuthbert Heath. Most of you will have never heard of Cuthbert Heath. He is barely known in the US. But ask anyone who is highly familiar with the Lloyds market or London markets and they are sure to know him. Mr. Heath is the man who is often called the Maker of Modern Lloyds.

E43 Will Kastroll & The Hurricane Irma Cleanup

Sun, 26 Nov 2017 00:00:00 -0500

In this episode of Profiles in Risk, I catchup with Will Kastroll of Harbour Insurance based in Naples Florida. Naples was ground-zero for a second Florida landfall (Key West being the first). Will's office was significantly damaged. In our face to face, we discussed finding his quest to find temporary office space, the status of his main office space and we took a tour of Naples to see properties still reeling from the aftermath of Irma. We bumped into John Cosgrove from Radon & Model Pro, responsible for measuring mold build up and we discussed all of the issues with mold after a major hurricane event in a humid climate such as Florida. If you haven't done so, please listen to the first interview (which is now Episode 42) to get a sense of how bad the situation was and how far Southern Florida has come.

E42 - Will Kastroll and the Immediate Aftermath of Hurricane Irma in Florida

Sun, 26 Nov 2017 00:00:00 -0500

This is a previously recorded episode of The Attachment Point, immediately following Hurricane Irma. Even this episode is several weeks old, I decided to re-post it here for listeners to hear what Will had to say immediately following Irma versus Episode 43 (also broadcast on the same day) where Will and I discuss the post-Irma cleanup and reconstruction face to face.

E41 - John Bachmann on How He Makes A Difference In People's Lives, Via Claims

Sun, 19 Nov 2017 00:00:00 -0500

John Bachmann wrote an article at InsNerds that really registered with me. When I found out that he lives in the city I grew up in I decided to make John my first full live interview for Profiles in Risk. In this episode, John and I discuss his career in claims, how it got started (being a Patriot fan has its disadvantages), how he was fortunate enough to have the right mentorship to transition to other lines and advice for newbie and seasoned adjusters. John has a passion for what he does and you can really hear that in both the article and this interview. Blooper brain-fart at minute 30:30

E40 - Interviews with Attendees of The Private Risk Management Assoc Annual Summit

Mon, 13 Nov 2017 00:00:00 -0500

The Private Risk Management Association (PRMA) is an organization dedicated to improving the advice, coverage, and service provided to the high net worth insurance consumer through education and increased awareness. I attended their annual Summit conference as a participant in their sessions dealing with how we all can improve flood risk awareness and more importantly, flood risk communication. As I was there I was impressed with the level of commitment these professionals had for their craft and their eagerness to consistently improve. I decided to pull out my phone and interview some of these very interesting people. If you are not aware of the PRMA, you should check them out. Membership is inexpensive and the perks are fantastic, with timely webinars & educational courses and certification programs for those people wanting to improve their skillset and expertise for exposures surrounding the high-net worth market. Thank you to Lisa Lindsey and Azeema Hartley for inviting me to participate.

E39 - The Crisis of Assignment of Benefits with Wesley Todd, CEO, Caseglide

Sat, 04 Nov 2017 00:00:00 -0400

In this episode, I speak with Wes Todd, CEO of Caseglide, who has been on the show twice before and is shooting to become the first member of Profile in Risk's Five-Timers Club (or as I mistakenly referred to as the Fivers Club) We discussed Assignment of Benefits in insurance and how this legal concept is causing havoc in the Florida insurance market adding an additional $1 billion dollars of claims into the system. We discuss the tactics used by lawyers and contractors to harass claims victims and bully insurers. According to Wes, the solution to this problem is more technology (the ecosystems ability to incorporate new and better technology to adjust claims quicker) and education (our responsibility to inform the public on the assignment of benefits and the harm it can cause the policyholder). Links to the articles discussed in the podcast are listed below.

E38 - Discussing Active Shooter With Ryan Welsh

Sun, 29 Oct 2017 00:00:00 -0400

In this episode of Profiles in Risk, we look at the risks of Active Shooter. In the wake of the Vegas Shooting, which claimed the lives of more than 50 innocent people, Ryan Welsh, a former officer Active Shooter, potential causes and some risk mitigative steps that might be taken by managers in corporations, schools and elsewhere. Unfortunately, it seems impossible to prevent these horrific events, but it does not mean we are helpless. There are things we can do and one of them is to become more educated in what Active Shooter is, events of the past and lessons learned.

E37: Brent Poliquin on Insurance Linked Securities

Sun, 22 Oct 2017 00:00:00 -0400

On this episode, Brent and I discuss CAT bonds and other Insurance Linked Securities (ILS). We go into what makes ILS important to investors, insurers, reinsurers and other stakeholders. What is a CAT bond? How do these bonds pay out? How are they valued? We go into all of that and some of Brent's infamous nicknames.

E36: Chelsea Thorpe of AIG - Underwriting Foreign Casualty Exposures

Mon, 16 Oct 2017 00:00:00 -0400

E35 - Robin Smith, CEO of WeGoLook

Sun, 08 Oct 2017 00:00:00 -0400

In this episode of Profiles in Risk, Robin Smith of WeGoLook talks about why the business was started, the value it brings to insurance and other industries, what the future holds for WeGoLook and what it takes to be a startup founder. The idea germinated with a conversation with someone who was purchasing a high-end projector and wished someone could inspect it for him, and Robin and team have built an international company serving the US, Australia, Canada, the UK and Puerto Rico. Seems like WeGoLook is on its way to global domination. Robin was a pleasure to speak with. Sure, she is focused on "global domination" for WeGoLook, but we spend a lot of time talking about the team and how much pride she has in her colleagues with some really heart-warming stories. She's a true leader, motivator, and inspiration.

E34: David Wright on The Pain of Actuarial Exams and Being a Reinsurance Broker

Mon, 02 Oct 2017 00:00:00 -0400

If you are reading this or listening to the podcast, you can thank Dave. I decided to try blogging (and subsequently decided to try podcasting) because I read one of Dave's blog articles. We discussed blogging, podcasting, and studying for actuarial exams. Oh and Dave is a reinsurance broker, so we discussed what reinsurance brokers do, the value they bring and we spend some time discussing intermediaries (brokers/salespeople) and why he thinks they will not be disintermediated (also see this post from Dave). Click here to go to InsNerds.com

Episode 33: Tou Yang coFounder & CEO of Agent Ave

Mon, 25 Sep 2017 00:00:00 -0400

In this episode, I discuss agent/carrier productivity with Tou Yang. Tou created Agent Ave as a way to efficiently organize all of the carrier-related info he had scattered among sticky notes, notebooks, binders, and manuals.

Episode 32: Tackling Cyber Risk with Amit Rai, Founder of Cyber Boxer

Sun, 17 Sep 2017 00:00:00 -0400

Cyber risks seem to be in the national headlines week after week. Recently credit reporting agency, Equifax was hacked and it is estimated that 143 MILLION Americans could have critical private information (such as social security numbers) compromised. On this episode of Profiles in Risk, I discuss cyber risks with Amit Rai of Cyber Boxer. An insurtech startup, based in India, on what is cyber risk, what are the most common types, how we can prevent them and we also get into the Indian startup scene and how that compares to the tech scene in the Valley.

Episode 30: Rob Galbraith - Storm Chasing With The IBHS

Sun, 10 Sep 2017 00:00:00 -0400

In this episode of Profiles in Risk, Rob Galbraith becomes the first person to be on both Profiles in Risk and The Attachment Point Podcast. We discuss Rob's time storm chasing as an embedded civilian with the IBHS and the article he wrote for InsNerds on the trip. MENTIONED ON THE SHOW: IBHS - INSURANCE INSTITUTE FOR BUSINESS & HOME SAFETY: https://disastersafety.org/ Disdrometer - https://en.wikipedia.org/wiki/Disdrometer HOW TO REACH ROB: LinkedIn: https://www.linkedin.com/in/rob-galbraith-8707aa1/ Twitter: https://twitter.com/robgalb

Profiles in Risk - Episode 31: Insurance NCIS - Kevin Grudzien (Forensic Accountant)

Sun, 10 Sep 2017 00:00:00 -0400

In this episode of Profile in Risk, I speak with Kevin Grudzien (pronounced Groo-Jean, as in blue jean). Kevin is a forensic accountant who specializes in reconstructing business interruption losses. Business interruption claims are some of the most difficult to adjust in insurance. Kevin and I discuss why that is, and what companies can do to make sure they have the proper BI coverage and to avoid painful BI claims. We also jump into Contingent Business Interruption, careers in forensic accounting and the opportunities that exist for insurtech to streamline this one adjusting niche. CONTACT KEVIN: https://www.linkedin.com/in/kevin-grudzien-4712806/

Episode 29 - The People of Plug and Play

Mon, 04 Sep 2017 00:00:00 -0400

I was very fortunate to be able to spend a few days at Plug and Play in Silicon Valley. My company was part of the lucky cohort that was invited to pitch. Here is a description of Plug and Play:

Episode 28 - Mike Furlong, Co-Founder and CEO at Indio Technologies

Mon, 28 Aug 2017 00:00:00 -0400

Recently I had to complete an application for Errors and Omissions Insurance (E&O) for my startup. Unfortunately for me, the application required me to download, print, complete, sign, scan and email back to the broker. I then had to re-answer several questions by email. A very inefficient process and one fraught with potential errors for insurance agents. Mike Furlong aims to fix this. In this episode of Profiles in Risk, I interviewed Mike Furlong of Indio Technologies and we discussed his anti-Sisyphean quest to help agents break their dependence on paper applications and other unstructured data. We also go into some of the ups & downs of creating a startup Contact: https://www.linkedin.com/in/michael-furlong-6442b332/ mike@uxindio.com https://www.useindio.com/

Episode 27: Joe Rossi - "The Flood Guy"

Sun, 20 Aug 2017 00:00:00 -0400

Episode 26 - Jeff Kleid

Sun, 13 Aug 2017 00:00:00 -0400

Jeff Kleid's career really stands out. He started out as an insurance producer but moved to an executive role and used the skills from both positions to become one of the first successful web-based insurance entrepreneurs. Some of his early web-based programs are still alive, bigger and better than ever. ON BEING A GOOD NETWORKER: Toastmasters Internal: https://www.toastmasters.org/ On being a good networker - "It's about quality not quantity" On being a bad networker - "don't throw your business cards around" HOW TO REACH JEFF: email: jeff@jeffkleid.com Twitter: https://twitter.com/JeffKleid LinkedIn: https://www.linkedin.com/in/jeffkleid/ Home Page: http://jeffkleid.com/ Book: Networking With The Cards You Are Dealt Inexpensive video creation: www.powtoon.com

Episode 25 with Rick McCathron, Head of Insurance at Hippo

Sun, 06 Aug 2017 00:00:00 -0400

In this episode of Profiles in Risk we spoke with Rick McCathron, the head of insurance at Hippo Insurance. Hippo is a digitally native homeowner insurer currently writing out of California. Rick spoke about Hippo's mission to provide a modern insurance product, that covers assets that the modern homeowners need covered today (yeah, they don't really focus on stock certificates or gold bullion)...all with the modern conveniences of digital technology. Most customers can get a quote in less than 60 seconds and can bind coverage in less than 3 minutes. In the podcast, Rick referred to Hippo's business model as consisting of a 3-legged stool. Leg 1. superior customer experience via the UI, phone, and other technologies; Leg 2. Superior product that matches coverages to modern exposures and Leg 3. taking advantage of big data and other 3rd party data sources to quantify the exposure for underwriting (thereby improving stool leg 1!). BACKGROUND INFORMATION: Linkedin Profile: https://www.linkedin.com/in/richard-l-mccathron-514a4a4/ Hippo Insurance homepage: https://myhippo.com/ Hippo YouTube video (via Milliman): https://www.youtube.com/watch?v=LJmvinO9Pes AS MENTIONED IN THE PODCAST: Loss Pick: https://www.irmi.com/online/insurance-glossary/terms/l/loss-pick.aspx RANK THE RISK: https://www.valuepenguin.com/average-cost-of-homeowners-insurance

Episode 24 - Jeremy Rettig, Founder and CEO of Adjusting to Six Figures

Mon, 31 Jul 2017 00:00:00 -0400

In his own words: "I was never formally educated, I'm not very talented, and my IQ is average (at best). I was too small for football, too slow for soccer, and too anxious for baseball. I haven't been very lucky, I rarely caught a break, and still have never been given anything for free. I was raised by pessimism, subconsciously taught to fail, and expected to achieve a standard level of mediocrity. So, what makes me different? I learned to stop listening to others and disengage from the crowd. While they slept in, I prepared for them to wake. When they clocked out, I started a new pot. While they drank with friends, I sharpened my saw. While they watched television, I watched seminars. When they complained, I felt nothing. I'm not better than you or anyone else --- I'm just addicted to defining my future." Show Notes: Jeremy Rittig LinkedIn Profile: https://www.linkedin.com/in/jeremyrettig/ Adjusting to 6 Figures site: http://adjustingto6figures.com/about-us/ 4-Hour Work Week: https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357/ref=sr_1_1?ie=UTF8&qid=1501353040&sr=8-1&keywords=4+hour+work+week Gary Vaynerchuk: https://www.youtube.com/user/GaryVaynerchuk Rank The Risk Shark statistics: https://www.floridamuseum.ufl.edu/fish/isaf/what-are-odds/risks-comparison/risk-death/

Episode 23 - Allan Egbert, Co-Founder of ask Kodiak

Sun, 23 Jul 2017 00:00:00 -0400

Allan Egbert https://www.linkedin.com/in/aegbertjr/ is the co-founder of Ask Kodiak https://askkodiak.com/#/home Show Notes: Ask Kodiak is trying to solve a big communications problems between the insurance markets and distributors such as brokers and agents. The insurance markets believe that they communicate well, to their agents & brokers, what type of exposures they wish to cover...brokers and agents feel as though they DON'T know what their carriers actually want. What results is a lot of wasted time and energy trying to fit square pegs into round holes. Ask Kodiak is solving this problem. Ask Kodiak is solving this problem. #InsuranceSafari Show notes: Ask Kodiak homepage: https://askkodiak.com/#/home Allan Egbert LinkedIn profile: https://www.linkedin.com/in/aegbertjr/ Allan Egbert twitter: https://twitter.com/AskKodiak Productivity Tools: Slack - https://slack.com/ Rank the Risk Stats: Sand hole collapse vs. shark attack https://www.floridamuseum.ufl.edu/fish/isaf/what-are-odds/risks-comparison/sand-holes/ Stats: Shark attacks vs. other risks https://www.floridamuseum.ufl.edu/index.php/fish/isaf/what-are-odds/risks-comparison/

Profiles in Risk - Episode 22: Contractors in Corporate Culture with Allied Restoration

Sun, 16 Jul 2017 00:00:00 -0400

In Episode 22, Carly and Nick speak with OP Alamaraz and Tim Bauer of Allied Restoration. What was expected to be a conversation entirely about claims contracting and restoration turned into a nearly hour long discussion about the importance of corporate culture. Both OP and Tim have an incredible story to tell and their passion for both their work and self-improvement will be obvious to anyone who listens. OP turned tragedy into an infectious mission to do good in the world... and Tim shed nearly 250 pounds The inspiration and motivation they provide to Allied and others is a lesson for any corporate leader in any industry. Enjoy SHOW NOTES Allied Restoration home page: http://www.alliedrestore.com/ Tim Bauer's LinkedIn Profile: https://www.linkedin.com/in/tiniertim/ Tim's website: http://tiniertim.com/ ‘Skin Tight': Tim Sheds Tears of Joy Over Pending Plastic Surgery (Exclusive Video): http://www.thewrap.com/skin-tight-tlc-tim-bauer-228-pounds-surgery/ Tim's email" tim@alliedrestoration.com OP Almaraz's LinkedIn Profile: https://www.linkedin.com/in/opalmaraz/ marketing videos: http://www.randrmagonline.com/authors/2026-o-p-almaraz OP's email: op@alliedrestoration.com The Ritz Carlton Daily Lineup Call: https://www.fastcompany.com/35474/ritz-puts-stand-meetings Core Story - "Dream Clients" : http://insurancenewsnetmagazine.com/article/how-to-get-more-dream-clients-in-2016-3026#.WWtwldPytUQ Tversky & Kahneman: http://www.newyorker.com/books/page-turner/the-two-friends-who-changed-how-we-think-about-how-we-think http://www.vanityfair.com/news/2016/11/decision-science-daniel-kahneman-amos-tversky Moneyball scene referenced in the Podcast (the expert syndrome): https://www.youtube.com/watch?v=pWgyy_rlmag Rank The Risk: https://www.floridamuseum.ufl.edu/fish/isaf/what-are-odds/risks-comparison/risk-death/ https://www.floridamuseum.ufl.edu/fish/isaf/what-are-odds/risks-comparison/sand-holes/

Episode 21 - With Frank Sweeney, CEO of OnRisk

Sun, 09 Jul 2017 00:00:00 -0400

LinkedIn profile; https://www.linkedin.com/in/frank-sweeney-272282b9/ OnRisk: https://www.onrisk.com/HowOW1.html offshore reinsurance: http://www.iii.org/publications/commercial-insurance/reinsurance more offshore reinsurance: https://www.statista.com/statistics/217283/us-reinsurance-premuims-ceded-to-offshore-reinsurers/ Top US reinsurers: https://www.statista.com/statistics/260954/leading-american-reinsurance-companies-by-gross-premiums-written/

Episode 20 - Interview with Evan Garmon of Harpenau Insurance Agency

Sun, 09 Jul 2017 00:00:00 -0400

Evan Garmon is an agent focused on Drone Insurance. How cool is that? LinkedIn profile: https://www.linkedin.com/in/etgarmon/ Harpenau Insurance drone portal: http://www.harpenauinsurance.com/drone/default.aspx FAA 107 Guide: https://www.faa.gov/regulations_policies/handbooks_manuals/aviation/media/remote_pilot_study_guide.pdf Global Aero drone program: http://www.global-aero.com/unmanned-aircraft-systems-uas-insurance/ Rank The Risk dataset: https://onedrive.live.com/view.aspx?resid=3711062C07DF970!132&ithint=file%2cxlsx&app=Excel&authkey=!AAO0wMtmpMIGWBY referenced article: http://www.nbcdfw.com/news/local/380708371.html Rank The Risk: Drone stats - http://expandedramblings.com/index.php/drone-statistics/ referenced article: http://www.bbc.com/news/uk-40476264

Episode 19 Richard Leftley and Microinsurance

Sun, 25 Jun 2017 00:00:00 -0400

Episode 18 - Ilya Bodner Founder of Bold Penguin

Sun, 25 Jun 2017 00:00:00 -0400

Show Notes: Ilya Bodner: https://www.linkedin.com/in/ilyabodner/ Bold Penguin: http://boldpenguin.com/ #InsuranceSafari

Episode 17 - Interview with Bob Reville, CEO of Praedicat

Sun, 18 Jun 2017 00:00:00 -0400

Announcement: Profiles in Risk The InsNerds Podcast has now split in two. Profiles in Risk will continue to come out on Mondays and be dedicated to interviews. The InsNerds Podcast will come out on Fridays and be dedicated to Carly, Nick and Tony having fun conversations about insurance, careers and technology. Please subscribe to the InsNerds Podcast here: https://www.buzzsprout.com/106130 Bob Reville - LinkedIn (https://www.linkedin.com/in/robert-reville-6a927111/) Praedicat Homepage: http://praedicat.com/ Twitter: https://twitter.com/Praedicat Article mentioned in show: EMERGING RISK CAN FINALLY BE MEASURED https://www.raconteur.net/sponsored/emerging-risk-can-finally-be-measured

Episode 16 with Emerson Willis, Founder of YepInsurance.com

Sun, 11 Jun 2017 00:00:00 -0400

Show Notes: Emerson Willis: https://www.linkedin.com/in/emerson-willis-415bb435/ YepInsurance: http://yepinsurance.com/ ISU agency networks: http://www.isugroup.com/isug_default.aspx Salesgenie: https://www.salesgenie.com/ "You can have anything you want in life, if you just help enough people get what they want." Zig Ziglar Insurance paradise: https://www.youtube.com/watch?v=V8jZ-ibMTbA

Episode 15 - All about Flood with Ivan Maddox, EVP of Commercial Products, Intermap

Sun, 04 Jun 2017 00:00:00 -0400

Ivan Maddox: https://www.linkedin.com/in/ivanmaddox/ Intermap: http://www.intermap.com/ The Risks of Hazard: http://www.intermap.com/risks-of-hazard-blog NFIP: https://www.fema.gov/national-flood-insurance-program

Episode 14 - With Michelle Villarreal, Owner of 1-2-1 Claims, A Woman Owned TPA

Mon, 29 May 2017 00:00:00 -0400

In this episode of Profiles in Risk, Tony and Nick discuss claims administration with Michelle Villarreal, the owner of 1-2-1 Claims. Michelle discusses what it is that a 3rd party administrator does in the claims process, what it is like to be a woman in the insurance industry and the interesting story of how she once worked for her husband, but now he works for her! We also play a Texas version of Rank the Risk.And we also get to learn who Banjo is!

Episode 13 - Hippo and Digital Insurers

Sun, 21 May 2017 00:00:00 -0400

Show Notes: https://www.forbes.com/sites/omribarzilay/2017/04/26/hippo-insurance-launches-on-a-mission-to-redesign-the-home-insurance-market/#28793447322d http://www.builtinchicago.org/2017/04/24/kin-digital-homeowners-insurance Innovator's Dilemma: https://www.amazon.com/gp/product/0062060244/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0062060244&linkCode=as2&tag=insn-20&linkId=f0dea54f977e16cd7372c87924f7ec1e The Model: https://insnerds.com/insuretech-models/ Lemonade's InsNerds articles: https://insnerds.com/the-sheer-genius-of-lemonade/ and https://insnerds.com/lemonade-hype/ Hippo InsNerds articles: https://insnerds.com/digital-insurers/ Nick's IoT article: https://insnerds.com/iot-partnership/

Episode 12 - All about Insurance Agents and Brokers with Justin Fowler

Sun, 14 May 2017 00:00:00 -0400

With guest Justin Fowler: https://www.linkedin.com/in/justinfowler/ Show Notes: Reformed Chicken Farmer image: http://www.eastoregonian.com/storyimage/EO/20160219/ARTICLE/160219692/EP/1/1/EP-160219692.jpg&MaxW=600 Ninja Rater: https://www.ninjarater.com/ Homer Simpson bird that automates his job image: https://www.diabloii.net/gallery/data/500/simpsons-drinking_bird.jpg Dinosaur in a meteor shower image: https://insnerds.com/wp-content/uploads/2017/05/animals-dinosaur-extinct-extinctions-positive_outlook-positive_attitude-bfrn350_low.jpg

Episode 11 - Telematics and Innovation - Paul Harvey from OctoTelematics

Sun, 07 May 2017 00:00:00 -0400

Link to Octo Telematics: https://www.octotelematics.com/ Nick's IOT article: https://insnerds.com/iot-partnership/ Don't just network, build relationships: Never eat alone book Find your passion article: https://insnerds.com/so-good-cant-ignore-you/

Episode 10 - Insurance Agents Present and Future

Sun, 30 Apr 2017 00:00:00 -0400

Show Notes: https://insnerds.com/wp-content/uploads/2017/04/113u61.jpg Nick's flood paper: http://www.naic.org/documents/cipr_study_1704_flood_risk.pdf

Episode 9 - Millennials in Insurance

Sun, 23 Apr 2017 00:00:00 -0400

Show Notes: Our book: http://amzn.to/2oqVXwU Average age of an insurance pro in the US is about 60 years old The number of insurance pros over 55 has increased by 74% between 2002-2012 compared to 45% in overall workforce (McKinsey & Company Building a Talent Magnet) There's 80 million Boomers, 60 million Xers and 80 million Millennials. That 25% difference with so few Xers is a huge deal By 2014 Millennials were already largest generation in the US (Council of Economic Advisers) By 2025, 3 out of 4 workers will be Millennials (https://www.bdcnetwork.com/workplace-design-trends-make-way-millennials) Only 4% of Millennials are interested in working in Insurance (The Hartford - A Generation of Leaders) RMI programs only exist at 70 schools (out of 3,000+) and only feed 10-15% of our new talent needs each year (McKinsey Building a Talent Magnet) 30% more Boomers in insurance than in the overall economy (McKinsey Building a Talent Magnet) 88% of CPCU Members are over 40 years old Only 41% of Millennials expect to be at their current job in 2 years (Gallup There's no job millennials won't leave) Since 2015 Millennials are already largest generation in the workforce Insurance companies expect 25% retirements in the next 4 years (2017 Insurance Industry Employment and Hiring Outlook Survey) some expect it in the next 2 years (2016 Insurance Industry Trends) Only about 25% of insurance workforce is under 35 years old (Solving the Insurance Industry Talent Crisis by Investing in RMI Graduates - IRMI) Only 2% of recent grads express an interest in insurance (Accenture - The Insurance Workforce of the Future) 66% of Millennials plan to be at a different company in 3 years (2016 Deloitte Millennial Survey) Good people, awful structure = crappy managers

Episode 8 - Litigation, Claims and Analytics in Insurance

Sun, 16 Apr 2017 00:00:00 -0400

Show Notes: Wesley Todd: https://www.linkedin.com/in/wesley-todd-a9225929/ Casglide: http://www.Caseglide.com http://www.insurancejournal.tv/videos/12272/ https://www.caseglide.com/blog/ https://www.linkedin.com/pulse/improve-collaboration-between-claims-underwriting-your-grant-woolven http://stoptexaslawsuitabuse.com/ https://en.m.wikipedia.org/wiki/Wally_Pipp https://en.m.wikipedia.org/wiki/Billy_Beane

Episode 7 - How should #Insurance be regulated? #InsurTech

Mon, 10 Apr 2017 00:00:00 -0400

Your favorite nerds have fun discussing the most unlikely of topics: regulation! Show Notes: At around minute 16 Carly forgets the term for "Adverse Selection" which Tony will never let her live down! :-D Personal Auto Rate: http://www.insurancejournal.com/news/national/2017/03/30/446206.htm Policyholders in Limbo: https://www.nytimes.com/2017/04/01/business/policyholders-in-limbo-after-rare-failure-of-insurer.html Article about how Personal Lines is advertised: Sleeping with the Enemy: https://insnerds.com/sleeping-enemy-might-way-save-personal-lines/ What if life expectancy hits an exponential curve? https://www.ted.com/talks/aubrey_de_grey_says_we_can_avoid_aging Leave us a review on iTunes: https://itunes.apple.com/us/podcast/profiles-in-risk/id1209984530?mt=2 then click on "View in iTunes" then click on "Leave a Review". Thanks! Request a career chat with Tony: http://ChatWithTony.com

Episode 6 - Is Insurance Gambling?

Sun, 02 Apr 2017 00:00:00 -0400

Your favorite insurance nerds Nick, Carly and Tony discuss whether insurance is gambling. Show Notes: Gambling Article: http://www.bbc.com/news/business-38905963 Lemonade 80% article: https://www.lemonade.com/blog/saving-80-90-seconds/ Nassim Taleb books: The Black Swan: https://www.amazon.com/gp/product/081297381X/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=insn-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=081297381X&linkId=98e64d55935a1b624ffa5daafc15a0ca Fooled by Randomness: https://www.amazon.com/gp/product/0812975219/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=insn-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=0812975219&linkId=bca5847b46659a4389c6cd229bc560dd Antifragile: https://www.amazon.com/gp/product/0812979680/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=insn-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=0812979680&linkId=e5f7b5e2632e98155d888211522aa6f9 Hurricane Andrew - Nature's Casino Michael Lewis: http://www.nytimes.com/2007/08/26/magazine/26neworleans-t.html IoT Article: https://insnerds.com/iot-partnership/ FM Global - Basically an engineering firm that sells insurance: http://www.fmglobal.com/ Tim Harford Amazon Author Page: https://www.amazon.com/Tim-Harford/e/B003CHGYPI

Episode 5 - All about Innovation in Insurance and InsurTech

Mon, 27 Mar 2017 00:00:00 -0400

Nick, Carly and Tony discuss innovation in the Insurance and InsurTech industries and whether a carrier can innovate like a startup. Show Notes: The Medici Effect by Frans Johansson. Kill the Company by Lisa Rodell. Insurify article: https://www.dig-in.com/news/insurtechs-sell-coverage-with-facebook-messenger-chatbots Peter Hancock AIG article: http://www.insurancejournal.com/news/national/2017/03/15/444464.htm ITA Announcement about Erie Bridge Award: http://www.marketwired.com/press-release/erie-insurance-digital-partners-slice-labs-partnership-awarded-2017-ita-bridge-awards-2202447.htm

Episode 4 - #InsurTech, #Lemonade, B-Corp Carriers, Health Insurance Reform and the Future of Auto Insurance

Sun, 19 Mar 2017 00:00:00 -0400

Show Notes: Lemonade article: https://www.lemonade.com/blog/saving-80-90-seconds/ Author who writes for Vox: Sarah Kliff http://www.sarahkliff.com/

Episode 3 - Interview with Alex Polyakov, CEO of Livegenic

Sun, 12 Mar 2017 00:00:00 -0500

Nick interviews the CEO of Livegenic in our first podcast interview. They discuss life as a startup, their value proposition, and about the startup scene in Philadelphia.

Episode 2 - Buffett, Musk and InsurTech

Mon, 06 Mar 2017 00:00:00 -0500

The nerds discuss our newest coauthor Taryn and her moving story about finding a home in insurance that allows her to be herself and Nick's article about the importance of sales skills. Then they discuss #InsurTech. Insurance included when you a car or even another product. Carriers transitioning to risk managers as opposed to claims payers. Transition from personal liability to product liability. The 2016 Buffett Letter to the Shareholders of Berkshire Hathaway. Tony confesses the REAL reason we brought Nick into the team.

Episode 1 - The Beginning

Mon, 27 Feb 2017 00:00:00 -0500

In Episode One your hosts introduce themselves, tell their story and talk about InsNerds. Nick talked about how the book Against the Gods got him hooked on insurance. Check it out, tell your friends and let us know what you think