The largest insurance podcast going on 200 episodes. This is not your grandpa's insurance industry!
Jane Vevea - PIR Ep. 522
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/DIcOUG7DUlcBusiness Beyond Borders: Impactful Insights for AccountantsEmpowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights!Listen on: Apple Podcasts Spotify All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify
2/26/2024 • 39 minutes, 41 seconds
Connor Thomson - PIR Ep. 521
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-7aa350172Video Version: https://youtu.be/_LgBvM7nALcTop Software Engineers from Eastern Europe | IT Staff Augmentation | Money Back GuaranteeBoost your tech team with top IT talent, risk-free hiring, 10% off with code ECHO PODCAST.
2/23/2024 • 29 minutes, 56 seconds
Torey Maerz, CEO at ClientCircle by Rocket Referrals - PIR Ep. 520
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=orWnvJBFYfgVideo version of this episode: https://youtu.be/ybgCQsG3ai0
2/21/2024 • 16 minutes, 17 seconds
Charles Morgan, Co-Founder at ScreeCred - PIR Ep. 519
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
2/20/2024 • 22 minutes, 30 seconds
Raution Jaiswal, CEO at InsuredMine - PIR Ep. 518
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
2/19/2024 • 27 minutes, 1 second
Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence - PIR Ep. 517 Final
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
2/16/2024 • 29 minutes, 7 seconds
Mike Eagan, Executive Director at The Independence Hub - PIR Ep. 516
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
2/15/2024 • 24 minutes, 57 seconds
Tim Hardcastle, CEO and Co-Founder at Instanda - PIR Ep. 515
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-cVideo Version: https://youtu.be/iSJVkxEQMRg
2/14/2024 • 14 minutes, 12 seconds
Dale Sherman - PIR Ep. 514
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
2/13/2024 • 22 minutes, 34 seconds
Akil Balachandran, Founder at BlueMind - PIR Ep. 513
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.appVideo Version: https://youtu.be/NYI2vGnqBa8
2/12/2024 • 20 minutes, 51 seconds
Matthew Kay, COO and Mike Deleo, CEO at Talem AI - PIR Ep. 512
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
2/5/2024 • 39 minutes, 46 seconds
Trace Meek, Founder and CEO at Fetch! - PIR Ep. 511
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
2/2/2024 • 18 minutes, 25 seconds
Ross Huart, CEO at EcoClaim - PIR Ep. 510
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
2/1/2024 • 30 minutes, 14 seconds
Chris Schrenk, Chief Underwriting Officer at NeuralMetrics - PIR Ep. 509
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.aiVideo Version: https://youtu.be/k_I2DjMRImc
1/31/2024 • 16 minutes, 7 seconds
Ryan Deeds and Brendan Corr - Let's Talk about Mental Health - PIR Ep. 508
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/yGYLdtPRwxkAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify
1/30/2024 • 58 minutes, 6 seconds
Sheldon Ohringer - Ep. 507
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
1/29/2024 • 9 minutes, 13 seconds
Michael Vervena, VP of Sales and Marketing at iGuide - PIR Ep. 506
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/Guide: https://goiguide.com/
1/26/2024 • 21 minutes, 26 seconds
Gary Davis, National Practice Leader at Noyo - PIR Ep. 505
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
1/25/2024 • 24 minutes, 49 seconds
Chris Cline, Author of The Inertia of Legacy - PIR Ep. 304
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
1/24/2024 • 55 minutes, 15 seconds
Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development at Acturis - PIR 503
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-IlImMhttps://youtu.be/gzk0CLygPxY?si=t0HeY6KUt0Jxd3io
1/23/2024 • 31 minutes, 22 seconds
Peter Dawson, 831(B) Institute - PIR Ep. 502
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) microcaptives831(B) Institute: https://www.831binstitute.org/Video Version: https://youtu.be/dLREptpPnlg
1/22/2024 • 24 minutes, 19 seconds
Margaret Spence, Founder at The Inclusion Learning Lab - PIR Ep. 501
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
1/19/2024 • 44 minutes, 25 seconds
Philip Wright - PIR Ep. 500! - Interviewing Tips for Introverts
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
1/18/2024 • 45 minutes, 10 seconds
Jennifer Carroll, CEO at Veruna - PIR Ep. 499
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
1/15/2024 • 28 minutes, 58 seconds
David Sussman, CEO at Alana - PIR Ep. 498
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/
1/11/2024 • 23 minutes, 35 seconds
Jen Pugsley, VP of Customer Success at Goose Digital - PIR Ep. 497
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/
1/8/2024 • 24 minutes, 29 seconds
Marco Benitez, CEO and Co-Founder at Rook - PIR Ep. 496
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
12/18/2023 • 22 minutes, 18 seconds
Zach Mefferd, Co-Founder and CEO at ZipBonds.com - PIR Ep. 495
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
12/15/2023 • 13 minutes, 51 seconds
Dr. Billy Williams, CEO at Williams Family Insurance and Investment Group - PIR Ep. 494
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=1-1Video Version: https://youtu.be/UMVg8Yhp7ow
12/14/2023 • 30 minutes, 22 seconds
Chris Schrenk, CUO at NeutralMetrics - PIR Ep. 493
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
12/13/2023 • 16 minutes, 7 seconds
Chaz Perera, Co-Founder and CEO at Roots Automation - PIR Ep. 492
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
12/12/2023 • 20 minutes, 52 seconds
Playing The Long Game With Technology - Bruce Broussard, Managing Partner of Percipience - PIR 491
"Show me one insurance company and I'll show you ONE insurance company" - Former BossTechnology 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...EXCEPTThe 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
12/11/2023 • 39 minutes, 57 seconds
Chris Greene, President at The Flood Insurance Guru - PIR Ep. 490
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
12/8/2023 • 26 minutes, 50 seconds
Pamela Corey, President of the Chinese American Insurance Association - PIR Ep. 489
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
12/7/2023 • 14 minutes, 6 seconds
Benjamin Goldfien, VP of Insurance Operations at Sayata - PIR Ep. 488
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
12/6/2023 • 21 minutes, 43 seconds
Kevin Ring, Lead WC Analyst at The Institute of Work Comp Professionals - PIR Ep. 487
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
12/5/2023 • 45 minutes, 23 seconds
Brandon Yusko, VP of Sales at Yarus Technologies - PIR Ep. 486
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
12/4/2023 • 22 minutes, 53 seconds
Terry Wang, Co-Founder and CEO at Cios - PIR Ep. 485
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.comVideo Version: https://youtu.be/Ctk20fv4K8w
12/1/2023 • 25 minutes, 37 seconds
Bill Murray - PIR Ep. 484
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=L7eiDE5CyIcPreorder 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=rVideo Version: https://youtu.be/U9g6GSe2_bo
11/30/2023 • 23 minutes, 2 seconds
Elle Michell, Risk Management Consultant - PIR Ep. 483
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
11/29/2023 • 23 minutes, 56 seconds
Phoenix Certification with Dr. Kim Everett and Stacey Saunders - PIR Ep. 482
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
11/28/2023 • 25 minutes, 6 seconds
Insurance Professionals United, PIR Ep. 481
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
11/27/2023 • 27 minutes, 37 seconds
Dan McCue - PIR Ep. 480
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
11/22/2023 • 50 minutes, 42 seconds
Painworth - PIR Ep. 479
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
11/21/2023 • 31 minutes, 53 seconds
Colby Allen - PIR Ep. 478
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
11/20/2023 • 19 minutes, 34 seconds
Homee - PIR Ep. 477
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
11/17/2023 • 35 minutes, 31 seconds
Alexis Cierra Vaughn, Founder and CEO at Off Course Consulting - PIR Ep.476
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
11/16/2023 • 26 minutes, 43 seconds
Todd Greenbaum, President & CEO at Input 1 - PIR Ep. 475
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
11/15/2023 • 20 minutes, 43 seconds
Vivek Sablani, Founder and CEO at Wizard Analytics - PIR Ep. 474
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
11/14/2023 • 20 minutes, 15 seconds
Freddy Seikaly, CEO at Honeyquote - PIR Ep. 473
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
11/13/2023 • 20 minutes, 18 seconds
Myranda Elizabeth Joseph, PIR Ep. 472
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--RhhhPyruYouTube Version: https://youtu.be/y-LF7e7UoEQ
10/19/2023 • 38 minutes, 45 seconds
Incentivizing Clean Fossil Fuel Production - Project Canary - PIR Ep. 471
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
10/18/2023 • 31 minutes, 28 seconds
Brian Thompson, Descartes Underwriting - PIR Ep. 470
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
10/17/2023 • 24 minutes, 7 seconds
Alex Schmelkin, CEO and Jane Tran, COO at Sixfold - PIR Ep. 470
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
10/16/2023 • 27 minutes, 5 seconds
Sindre Halaal, CEO and Founder at SalesScreen PIR Ep. 469
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_DUDpeuopESalesScreen: https://www.salesscreen.com/
10/9/2023 • 30 minutes, 30 seconds
Ema Roloff, Co-Founder and Principal Consultant at Roloff Consulting - PIR Ep. 468
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
10/4/2023 • 32 minutes, 14 seconds
Dilip Mohapatra, Founder & CEO at Coginitive View - PIR Ep. 467
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
10/2/2023 • 26 minutes, 41 seconds
Taylor Walker, Chief Insurance Officer at LoadSure - PIR Ep. 466
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
9/28/2023 • 32 minutes, 49 seconds
Adam Bowe, Founder at Cake - PIR Ep. 465
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
9/22/2023 • 34 minutes, 44 seconds
Jeff Tyler and Suman Palit at Insurance Quantified and Groundspeed Analytics - PIR Ep. 464
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
9/21/2023 • 34 minutes, 39 seconds
Jordan Peace, Co-Founder and CEO at Fringe - PIR Ep. 463
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
9/20/2023 • 30 minutes, 5 seconds
Mike Koscielny, Author of Born2Lead - PIR Ep. 462
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.netVideo Version: https://www.youtube.com/watch?v=pzm1CRZAe30
9/15/2023 • 43 minutes, 12 seconds
Joanne Artesani, Founder and CEO at Sproutr - PIR Ep. 462
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
9/14/2023 • 35 minutes, 41 seconds
David Terne - How to thrive after a Layoff. PIR Ep. 461
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
9/13/2023 • 50 minutes, 27 seconds
Gus Calderon, Co-Founder at FireWatch PIR Ep. 460
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
9/8/2023 • 27 minutes, 5 seconds
Bryan Falchuk, CEO at PLRB - PIR Ep. 459
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
9/7/2023 • 31 minutes, 59 seconds
Scott Knowles, CEO & Co-Founder at Loss Scan - PIR Ep. 458
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
9/6/2023 • 30 minutes, 7 seconds
Giri Laveti, CEO at Assuretrac - PIR Ep. 457
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/
9/4/2023 • 12 minutes, 35 seconds
Brett McKenzie, Insurance PR, Marketing, Resume, and LinkedIn Expert - PIR Ep. 456
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
9/2/2023 • 32 minutes, 6 seconds
Andrew Filar, Co-Founder at Next Call Club and CEO at Peachy Insurance - PIR Ep. 455
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
8/30/2023 • 45 minutes, 37 seconds
Yaron Dycian, Chief Product and Strategy Officer at WINT Water Intelligence - PIR Ep. 454
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
8/29/2023 • 24 minutes, 51 seconds
Dave Connors, Co-Founder and CEO at DistriBind - PIR Ep. 453
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
8/28/2023 • 23 minutes, 13 seconds
Nick Lamparelli, Managing Partner of Insurance Nerds - PIR 452
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.comVideo Version: https://youtu.be/1CexkrF66ng
8/25/2023 • 24 minutes, 7 seconds
Andrew Engler, Co-Founder and CEO at Kettle - PIR Ep. 451
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
8/24/2023 • 43 minutes, 48 seconds
Max Cho Co-Founder and CEO at Coverage Cat - PIR Ep. 450
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
8/23/2023 • 39 minutes, 22 seconds
Bill Haber, Co-Founder at TEKRiSQ - PIR Ep. 449
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
8/22/2023 • 29 minutes, 23 seconds
David Watson CEO and Founder at RiskAdvisor - PIR Ep. 448
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
8/21/2023 • 30 minutes, 29 seconds
Paul Monasterio, CEO and Co-Founder at Kalepa - PIR Ep. 447
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
8/18/2023 • 40 minutes
Jeff Hirst - Soft Risk and Professional Empowerment Institute - PIR Ep. 446
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
8/17/2023 • 29 minutes, 53 seconds
Elliot Bassett, Co-Founder at Rocketship Ventures Launch - PIR Ep. 444
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
8/16/2023 • 25 minutes, 38 seconds
Silvia Diaz-Roa, Co-Founder at ClaimDeck - PIR Ep. 443
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
8/15/2023 • 33 minutes, 48 seconds
Rod Powell, Author of Black Pioneers of the American Insurance Industry - PIR Ep. 442
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/3OodDHuVideo Version: https://youtu.be/P-tWLtZc3lw
8/14/2023 • 37 minutes, 12 seconds
Caden Braly, CEO at AgentsTech - PIR Ep. 441
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
8/11/2023 • 42 minutes, 4 seconds
Scott Ham, CEO at Pinpoint Predictive - PIR Ep. 440
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/contactushttps://youtu.be/j4sfjbv6QTA
8/10/2023 • 26 minutes, 4 seconds
Samir Ahmed, Principal Insurance Markets at X by 2 - PIR Ep. 439
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
8/9/2023 • 24 minutes, 13 seconds
Micah Kalisch, Founder and CEO at Chrp Technologies - PIR Ep. 438
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
8/8/2023 • 21 minutes, 20 seconds
Louis DiModugno, Managing Partner at Data Curiosity - PIR Ep. 437
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
8/7/2023 • 36 minutes, 50 seconds
Meredith Barnes-Cook - PIR Ep. 436
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
8/4/2023 • 32 minutes, 59 seconds
Sherif Germayel, CEO at Trufla Technology - PIR Ep. 435 - Corrected
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
8/3/2023 • 28 minutes, 42 seconds
Joseph Zaarour, Founder at iSolvRisk - PIR Ep. 434
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
8/2/2023 • 23 minutes, 19 seconds
Bobby Touran, Co-Founder at Rainbow - PIR Ep. 433
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
8/1/2023 • 24 minutes, 57 seconds
Sivan Iram, Founder and CEO at Capitola - PIR Ep. 432
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
7/31/2023 • 31 minutes, 2 seconds
Misha Bleymaier-Farrish, Author The GSD Factor - PIR Ep. 431
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=8-1Video Version: https://youtu.be/wR1GRS1fbOs
7/28/2023 • 48 minutes, 31 seconds
Michael Derkacz - PIR Ep. 430
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
7/27/2023 • 34 minutes, 56 seconds
Patrick Koeller, CTO at When Insurance - PIR Ep. 429
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
7/26/2023 • 23 minutes, 21 seconds
John Petitte and Jason Farrell, Amplifi Labs - PIR Ep. 428
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
7/25/2023 • 29 minutes, 56 seconds
Matt Schmidt, Ecopia AI - PIR 427
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
7/24/2023 • 29 minutes, 49 seconds
Sergi Ruiz - PIR 426
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
7/21/2023 • 35 minutes, 43 seconds
Bryan Falchuk, Author of The Future of Insurance Series - PIR Ep. 425
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
7/20/2023 • 40 minutes, 16 seconds
Cyrena Arnold - PIR 424
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/
7/19/2023 • 34 minutes, 43 seconds
Tom Avery, Founder & CEO at Signal Sync - PIR 423
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
7/18/2023 • 31 minutes, 40 seconds
Nebra Barr, CEO and Founder at OnboardXi - PIR 422
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
7/17/2023 • 23 minutes, 13 seconds
Jess Dantice, Founder & CEO at Zenjuries - PIR Ep. 421
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
7/14/2023 • 31 minutes, 22 seconds
Nick Coenen, Principal and Co-Founder at Wikifri - PIR Ep. 420
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
7/13/2023 • 23 minutes, 30 seconds
Luis Pino - CEO and Founder at Agentero - PIR 419
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
7/12/2023 • 28 minutes, 53 seconds
Diego Tanton, Founder and CEO at Invive - PIR Ep. 416
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
7/11/2023 • 32 minutes, 48 seconds
Nick Aube, Founder of Producer Systems - PIR Ep. 415
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
7/10/2023 • 28 minutes, 40 seconds
John Morlan, Founder & CEO at Smarter Risk - PIR Ep. 414
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
7/7/2023 • 26 minutes, 5 seconds
Maggie Stys, CEO and Roberto Sicconi, CTO at Dreyev - PIR Ep. 413
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
7/6/2023 • 24 minutes, 45 seconds
Lazarus - PIR Ep. 412
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
7/5/2023 • 26 minutes, 36 seconds
Stacy Trinh, Founder of InsuranceExamGuides.com - PIR Ep. 411
Two passionate CPCU nerds chat about the designation and Stacy's adventure creating InsuranceExamGuides.comStacy Trinh: https://www.linkedin.com/in/stacy-trinh/Video Version: https://youtu.be/Ibwc4TFtm10
7/3/2023 • 46 minutes, 19 seconds
Nick Lamparelli, Co-Founder and Head of Product at Green Shield Risk - PIR Ep. 410
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
6/30/2023 • 33 minutes, 8 seconds
Impact Suite - A Holistic Solution for Mental Health
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/
6/29/2023 • 19 minutes, 43 seconds
Max McClure, SVP of Underwriting and Reinsurance at Steadily - PIR Ep. 409
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
6/28/2023 • 24 minutes, 17 seconds
Margeaux Giles, CEO at IRYS Insurtech - PIR 408
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
6/27/2023 • 28 minutes, 41 seconds
Amplify Broker Tech Fest!
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/
6/27/2023 • 17 minutes, 25 seconds
Andrew Martin, CEO at DynaRisk - PIR Ep. 407
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
6/26/2023 • 28 minutes, 22 seconds
Will Ross, Co-Founder and CEO at Federato - PIR Ep. 406
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
6/23/2023 • 22 minutes, 5 seconds
Jim Russell and Andrew Anzenberger at Orbiseed - PIR Ep. 405
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
6/22/2023 • 24 minutes, 24 seconds
Alivia Cooper, President and CEO of The FitzLane Project - PIR Ep. 404
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
6/21/2023 • 37 minutes, 24 seconds
Greg Rueter, R&R Insurance Group - PIR Ep. 403
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
6/20/2023 • 17 minutes, 55 seconds
CompScience Update - PIR Ep. 402
Tony chats with Jacob Geyer and Mike Seling about exciting news coming from CompScience.Video Version: https://youtu.be/Gal9emOjh9M
6/19/2023 • 21 minutes, 19 seconds
Nick Cavanaugh, Founder at Sensible - PIR Ep. 401
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
6/16/2023 • 19 minutes, 8 seconds
Tony Steuer, Life Insurance Expert - PIR Ep. 400
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.comDiscount code for 20% of any of his PDF books: INSNERDS20Video Version: https://youtu.be/og6_Oc2hHdQ
6/15/2023 • 26 minutes, 4 seconds
Aldo Monteforte, CEO and Founder at The Floow - PIR Ep. 399
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
6/12/2023 • 28 minutes, 57 seconds
Lisa Wardlaw, PIR Ep. 398
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
6/9/2023 • 41 minutes, 2 seconds
Hamesh Chawla, Co-Founder and CEO at Mulberri - PIR Ep. 397
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
6/8/2023 • 18 minutes, 3 seconds
Demmie Hicks, Executive Coach - Ep. 396
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
6/7/2023 • 25 minutes, 37 seconds
Chris Casaleggio, Author of "Adjusting to a Career in Claims" - PIR Ep. 395
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/3J4TogTVideo Version: https://youtu.be/mPAYT1xIrHc
6/6/2023 • 15 minutes, 38 seconds
James Tesdall, Underwriting SME at Shift Technology - PIR Ep. 394
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
6/5/2023 • 27 minutes, 33 seconds
Carolyn Kousky, Author of "Understanding Disaster Insurance" - PIR Ep. 393
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=1-1Video Version: https://youtu.be/yR-OXmBFHVg
6/2/2023 • 24 minutes, 42 seconds
Matheus Riolfi, Co-Founder and CEO at Tint - PIR Ep. 392
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
6/1/2023 • 19 minutes, 15 seconds
Daniel Fogarty, Founder and CEO at Evari - Ep. 391
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
5/31/2023 • 27 minutes, 15 seconds
Social Inflation and Analytics in Claims - PIR 390
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
5/30/2023 • 33 minutes, 48 seconds
Will Young, Co-Founder and CEO at Sana Benefits - PIR Ep. 389
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
5/29/2023 • 38 minutes, 38 seconds
Todd Thams, Founder of Mod Advisor - PIR Ep. 388
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
5/26/2023 • 31 minutes, 23 seconds
Suzanne Rabicoff, Invisible Technologies - PIR Ep. 387
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
5/25/2023 • 30 minutes, 49 seconds
Ozan Bilgen, CEO at Base64.ai - PIR Ep. 386
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
5/24/2023 • 27 minutes, 43 seconds
Chuck Blondino, Author of "The Remarkable Insurance Agency" - PIR Ep. 385
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=8-1Video Version: https://youtu.be/nkmKgwbs8D0
5/23/2023 • 26 minutes, 15 seconds
Jim Caragher, Managing Partner CIB Group - PIR Ep. 384
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
5/22/2023 • 39 minutes, 28 seconds
Taylor Horsager - PIR Ep. 383
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
5/19/2023 • 34 minutes
Nikhil Kansal - Co-Founder and CTO at Oyster - PIR 382
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
5/18/2023 • 19 minutes, 10 seconds
Moe Ghaziri and Amer Daya - Ep 381
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
5/17/2023 • 27 minutes, 44 seconds
Lee Fogle, Founder of RecovX Health & InjuryClaimsExpress - PIR Ep. 380
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
5/16/2023 • 34 minutes, 58 seconds
Jo Lynn Clemens, CEO and Founder at RiskKarma.io - PIR Ep. 379
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
5/15/2023 • 23 minutes, 49 seconds
Ajay Sharma, Co-Founder and CEO at DESH Clinics - PIR Ep. 378
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
5/12/2023 • 27 minutes, 56 seconds
Joel Macharia, Co-Founder and CEO of Motisure - PIR Ep. 377
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
5/11/2023 • 26 minutes, 30 seconds
Matthew Queen, Expert in Captives - PIR Ep. 376
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
5/10/2023 • 46 minutes, 14 seconds
Bill Murray - PIR Ep. 375
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/
5/9/2023 • 27 minutes, 16 seconds
Adam Poole, Founder & CEO at Safety Compass - PIR Ep. 374
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/
5/8/2023 • 25 minutes, 28 seconds
David Terne, Actuary and Founder of Emerging Ally - PIR Ep. 373
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/
5/5/2023 • 1 hour, 26 seconds
Laurel Jordan, AVP TPA Delivery at EXL - PIR Ep. 372
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/
5/4/2023 • 19 minutes, 39 seconds
Diandra Nims - Creative Director at Limitless Vision and so much more! - PIR Ep. 371
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
5/3/2023 • 32 minutes, 41 seconds
Ben Jennings, Chief Revenue Officer at Embroker - PIR Ep. 370
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/
5/2/2023 • 35 minutes, 38 seconds
Art Harrison, Co-Founder and Chief Growth Officer at Daylight - PIR Ep. 369
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 #InsurtechArt Harrison: https://www.linkedin.com/in/artharrison/Daylight: https://daylight.io/
5/1/2023 • 26 minutes, 3 seconds
David Carpentier, Co-Founder and CEO at Assurely - PIR Ep. 368
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/
4/28/2023 • 38 minutes, 49 seconds
Ali Safavi, CEO & Co-Founder at COVU - PIR Ep. 367
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/
4/27/2023 • 29 minutes, 51 seconds
Firefly - PIR Ep. 366
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/
4/26/2023 • 32 minutes, 48 seconds
Mark Chappell, Founder of InsureScan - PIR Ep. 365 (!)
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/
4/25/2023 • 22 minutes, 23 seconds
Rilwan Lawal, Founder & CEO at GigEasy - PIR Ep. 364
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/
4/24/2023 • 31 minutes, 9 seconds
An apology to our listeners and a rebirth!
4/22/2023 • 3 minutes, 9 seconds
David Fontain - CEO at Foresight - Special Episode of Profiles In Risk
Tony has a candid conversation with David Fontain, CEO at Foresight about recent changes at the company including a significant downsizing.
10/13/2022 • 15 minutes, 28 seconds
Roy Mill, Co-Founder and CEO at Joshu - PIR Ep. 363
Video version: https://www.youtube.com/watch?v=pd0qJzRss6YTony 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
9/16/2022 • 39 minutes, 39 seconds
Christine Hofbeck, Actuarial Superstar and Author of Winning Conditions - PIR Ep. 362
Video Version: https://youtu.be/cIUp4SSZOVETony 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/3LklOCYInsurance Nerds gets a cut if you buy it using the link above.
9/16/2022 • 42 minutes, 12 seconds
Josh Butler, Founder and CEO, and Jacob Geyer, Chief Insurance Officer at CompScience - PIR Ep. 361
Video Version: https://www.youtube.com/watch?v=g26mkf9ozS4Tony 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/
9/14/2022 • 48 minutes, 1 second
Sri Ramaswamy, Founder and Co-Founder at Charlee.ai - PIR Ep. 360
Video Version: https://youtu.be/FZiNI4NFqJcTony 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/
9/14/2022 • 45 minutes, 52 seconds
Dominic Lee, The Maverick Actuary and Chelsea Adler, Inspiring Actuaries. PIR Ep. 355
Video Version: https://youtu.be/kh_3uZnDwkoTony 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: @themaverickactuaryhttps://www.instagram.com/themaverickactuary/YouTube: @Dominic Leehttps://youtu.be/_Ba5wBGeUBkTwitter: @maverickactuaryhttps://twitter.com/maverickactuaryTikTok: @themaverickactuaryhttps://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
9/11/2022 • 46 minutes, 53 seconds
Tanner Hacket, CEO at Counterpart - PIR Ep. 356
Video Version: https://youtu.be/8hcFo2MNQ6gTony 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/
9/11/2022 • 36 minutes, 41 seconds
Diandra Nims, Media Liability Underwriter - Day in the Life E14
Video Version: https://youtu.be/41Mvjmx-DXYDarren 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/
9/11/2022 • 33 minutes, 6 seconds
Chris Stanley - A Day in the Life - Ep. 15
Video Version: https://www.youtube.com/watch?v=xGQyIKHhvvc&t=1sIn 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/
9/11/2022 • 37 minutes, 29 seconds
Chris Senkbile, CEO at Ferro - PIR Ep 357
Video Version: https://youtu.be/jIiQP_4pC8YTony 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 #InsurtechChris Senkbile: https://www.linkedin.com/in/chris-senkbile-06926240/Project Ferro: https://projectferro.com/
9/11/2022 • 37 minutes, 51 seconds
Coach Joe Lukacs, Founder at Magellan Network - PIR Ep. 358
Video Version: https://youtu.be/UdboyGIyZAYTony 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/
9/11/2022 • 44 minutes, 41 seconds
Martin Calhoun, Life Insurance Director of National Accounts - My Next Insurance Adventure Ep. 2
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/
9/11/2022 • 14 minutes, 18 seconds
Ed Halsey, COO Co-Founder at hubb - PIR Ep. 354
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
8/31/2022 • 1 hour, 8 minutes, 35 seconds
Bobbie Shrivastav, Co-Founder and Chief Product Officer at Benekiva - PIR Ep. 352
Video Version: https://youtu.be/ZEeUjPecVt8Tony 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 #lifeinsuranceBobbie Shrivastav: https://www.linkedin.com/in/bobbieshrivastav/Benekiva: https://benekiva.com/
8/31/2022 • 38 minutes, 56 seconds
Ben Lewis, VP of Insurance at Edge Case Research - Ep. 353
Video Version: https://youtu.be/Tyf3UeQRbIUTony 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/
8/31/2022 • 29 minutes, 8 seconds
Kate Stillwell, Founder at Jumpstart and President Parametric at Neptune Flood - PIR Ep. 351
Video Version: https://www.youtube.com/watch?v=N2X3wa6qTNM&t=1sTony 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/
8/28/2022 • 42 minutes, 2 seconds
David Wright - Author "The Social Science of Insurance" - PIR Ep. 348
Video Version: https://youtu.be/QLLJJg8n4u0Tony 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/
8/28/2022 • 49 minutes, 15 seconds
Frank Giaoui, Founder and President at Optimalex - PIR Ep. 349
Video Version: https://youtu.be/VGzOh8V2_a8Tony 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/
8/28/2022 • 46 minutes, 6 seconds
Caribou Honig, Chairman and Cofounder at ITC - Profiles in Risk Ep. 350!!!!
Video Version: https://www.youtube.com/watch?v=cISVOzDQyKM&t=1sTony 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!
8/28/2022 • 50 minutes, 34 seconds
Aravind Ravi, Co-Founder and CEO at Inaza - PIR Ep. 347
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/
8/18/2022 • 23 minutes, 18 seconds
Julianna Parsons - My Next Insurance Adventure Ep. 1
Video Version: https://youtu.be/08VUZw9cKwQJulianna 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/
8/18/2022 • 12 minutes, 26 seconds
Carl Ziade and Pierre Vertil - Co-Founders at Gaya - PIR Ep. 347
Video Version: https://youtu.be/qFlWJ8GoWLgTony 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/
8/18/2022 • 34 minutes, 6 seconds
Alicia Sandlin, Profiles in Risk - Episode 345
Video Version: https://youtu.be/KZy3auM9BwkTony 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/
8/16/2022 • 46 minutes, 26 seconds
Andrew Peet - Profiles in Risk Ep. 344
Video Version: https://youtu.be/oKAzHeVS57sTony 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/
8/16/2022 • 24 minutes, 16 seconds
Upasana Unni, Chief Commercial Officer at Sayata - PIR Ep. 343
Video Version: https://youtu.be/J_kJVAnd3HkTony 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/
8/16/2022 • 47 minutes, 8 seconds
Niji Sabharwal, Co-Founder and CEO at AgentSync - PIR Ep. 342
Video Version: https://youtu.be/XmdhJWeLMVkTony 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/
8/16/2022 • 22 minutes, 26 seconds
Philip Charles-Pierre, CEO & Co-Founder at Semsee - PIR Ep. 341
Video Version: https://youtu.be/HLec3_o9f9wTony 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
8/7/2022 • 26 minutes, 15 seconds
Wes Becknell, VP of Marketing at Rocklake Insurance Group - PIR Ep. 336
Video Version: https://youtu.be/Bc0JOaA99DQTony 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/
8/7/2022 • 16 minutes, 19 seconds
Amanda Cohen, Director of Product at Resolver - PIR Ep 338
Video Version: https://youtu.be/wLIyv66JmgcTony 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/
8/7/2022 • 19 minutes, 18 seconds
Steph Tulley, Founder and CEO at Actuology - PIR Ep. 339
Video Version: https://youtu.be/YSsro6Td8E8Tony 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/
8/7/2022 • 20 minutes, 47 seconds
Michael Lebor, CEO at InsuranceGIG.com - PIR Ep. 340
Video Version: https://youtu.be/oBWeXt-xLnsTony 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
8/7/2022 • 43 minutes, 36 seconds
Ifty Kerzner, Co-Founder & President at Kissterra - PIR Ep. 337
Video Version: https://youtu.be/nEld7lEn7gkTony 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/
8/7/2022 • 30 minutes, 44 seconds
Garrett Kurtt and Jessi West Gutesky Final at OneClick Code - PIR Ep 338
Video Version: https://youtu.be/Jg1qz-ksedATony 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/
8/7/2022 • 23 minutes, 16 seconds
Jason Cutter, CEO at Cutter Consulting Group - PIR Ep 334
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%20SponsorVideo Version: https://youtu.be/Xc3O3_TvPosTony 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/
7/17/2022 • 24 minutes, 10 seconds
Jonathan Maloney, Director of Distribution at Talage - PIR Ep 335
Video Version: https://youtu.be/J1aP12BI4UgTony 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
7/17/2022 • 19 minutes, 41 seconds
Michelle Bothe, CEO at Finsure Consulting - PIR Ep. 333
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%20SponsorTony 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/
7/17/2022 • 27 minutes, 23 seconds
Alex Frommeyer, Founder and CEO at Beam Benefits - PIR 331
https://youtu.be/72OaBQEN5qETony 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/
7/17/2022 • 26 minutes, 52 seconds
Eran Shirazi, Co-Founder and CTO at EasySend - PIR Ep 330
Video Version: https://youtu.be/96ThwM1bhDkTony 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/
7/17/2022 • 18 minutes, 10 seconds
Aaron Ammar, Chief Insurance Officer at Roamly - PIR Ep 332
Video Version: https://youtu.be/aBOT0Jpsr1MInsurance 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/
7/17/2022 • 20 minutes, 52 seconds
The Insurance Elephant - PIR Ep. 328
Video Version: https://www.youtube.com/watch?v=vI6Frmf0zNUTony 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/
6/27/2022 • 46 minutes, 30 seconds
Eyhab Aejaz, Co-Founder and CEO at Breach - PIR 329
Video Version: https://www.youtube.com/watch?v=dnM15AHPpPMTony 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/
6/27/2022 • 25 minutes, 23 seconds
Isaac Hicks, CEO at Slipbot - PIR Ep. 327
Video Version: https://www.youtube.com/watch?v=2vsRVfyS3pYTony 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/
6/27/2022 • 26 minutes, 14 seconds
Jon Sabes, CEO at FOXO Technologies - PIR Ep 325
Video Version: https://www.youtube.com/watch?v=7GrSqROyCL4For 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/
6/10/2022 • 27 minutes, 41 seconds
Tomer Kashi, Co-Founder and CEO at VOOM - PIR 326
Video Version: https://www.youtube.com/watch?v=K36kt89nN3sTony 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/
6/10/2022 • 25 minutes, 41 seconds
Layla Atya, Founder at Quantumerge - PIR Ep 324
Video Version: https://www.youtube.com/watch?v=OmB6t--4xwgTony 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/
6/5/2022 • 22 minutes, 40 seconds
Dustin Walsey, Co-Founder at Buckle - PIR Ep. 323
Video Version: https://www.youtube.com/watch?v=dnVJ8PmTnJ0Tony 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/
6/5/2022 • 27 minutes, 47 seconds
Jeremy Gottschalk - A Day in the Life - E12
Video Version: https://www.youtube.com/watch?v=oDED-B9qRag&t=1sDarren chats with Jeremy Gottschalk, and insurance attorney and founder of Marketplace Risk.
5/23/2022 • 31 minutes, 28 seconds
Jamie Peers, Synatic - PIR EP 322
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/
5/23/2022 • 23 minutes, 44 seconds
Daniel Demetri, Founder and CEO at Trellis - PIR Ep 321
Video Version: https://www.youtube.com/watch?v=gMKdxt6a_P4Tony 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/
5/23/2022 • 36 minutes, 4 seconds
Steve Lekas and Joe Emison, Co-Founders at Branch - PIR Ep 320
Video Version: https://www.youtube.com/watch?v=JH95KV4zdS8Tony 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/
5/9/2022 • 48 minutes, 59 seconds
Ryne Ring, Head of Insurance at Bunker - PIR Ep 318
Video Version: https://www.youtube.com/watch?v=YBK4EnZTprUTony 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/
5/9/2022 • 22 minutes, 12 seconds
Steve Anderson, Co-Founder & CEO at Catalyit - PIR Ep 317
Video Version: https://www.youtube.com/watch?v=_RKXwIH-xW4Tony 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/
5/9/2022 • 28 minutes, 33 seconds
Beau Bratton, Founder and CEO at Ricochet360 - PIR Ep 319
Video Version: https://www.youtube.com/watch?v=1OjxicJ5-80Tony 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/
5/9/2022 • 42 minutes, 34 seconds
John Warren - PIR Ep. 316
https://www.youtube.com/watch?v=3dfTqebfM24Tony 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/
5/9/2022 • 32 minutes, 58 seconds
Matthew Sutika, Chief Insurance Officer at Obie - PIR Ep 315
Video Version: https://www.youtube.com/watch?v=OH4jvZJs2sQTony 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/
5/9/2022 • 21 minutes, 29 seconds
Laura Gregory, Insurance Litigation Expert - PIR Ep 314
Video Version: https://www.youtube.com/watch?v=KNIDJRdHsiENick 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/
4/22/2022 • 1 hour, 42 seconds
Jeff Shi, CEO at QuoteHound - PIR Ep 311
Video Version: https://www.youtube.com/watch?v=KG1CJxdgjFsTony 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/
4/22/2022 • 23 minutes, 24 seconds
Adam Kiefer, CEO & Co-Founder at Talage - PIR Ep 313
Video Version: https://www.youtube.com/watch?v=RtucmcSHlsg&t=222sTony 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
4/22/2022 • 24 minutes, 53 seconds
Andrew Wynn, Co-Founder at Ascend - PIR Ep 310
Video Version: https://www.youtube.com/watch?v=gUTnza9xvy4Tony 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
4/22/2022 • 20 minutes, 17 seconds
David McFarland, Founder and CEO at Coterie - PIR Ep 312
Video Version: https://www.youtube.com/watch?v=2AG3FGmjhKsTony 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/
4/22/2022 • 23 minutes, 17 seconds
Dan Woods, CEO at Socotra - PIR Ep 309
Video Version: https://www.youtube.com/watch?v=HLLf9pvBzOETony 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/
4/13/2022 • 32 minutes, 1 second
Hugues Bertin, CEO at Digital Insurance LatAm - PIR Ep 308
Video Version: https://www.youtube.com/watch?v=1I3_Z2DPVtQTony 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/
4/13/2022 • 25 minutes, 50 seconds
Brendan Corr, The Loss Run Pros - PIR Ep. 307
Video Version: https://www.youtube.com/watch?v=-VvnG0WOrcYTony 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/
4/13/2022 • 17 minutes, 51 seconds
Staff Boom - PIR Ep 303
Video Version: https://www.youtube.com/watch?v=ZgrFDUzgBw8I 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/
4/7/2022 • 32 minutes, 2 seconds
Michael Pallas, Co-Founder at Flow Flood Insurance - PIR Ep 304
Video Version: https://www.youtube.com/watch?v=__TGVmutEbwTony 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/
4/7/2022 • 28 minutes, 1 second
David Fontain, Founder and CEO at Foresight - PIR Ep. 305
Video Version: https://www.youtube.com/watch?v=TLCbFQCIF8U&t=2sTony 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/
4/7/2022 • 24 minutes, 12 seconds
Patrick Zerarka, CEO at EzyTise - PIR EP 306
Video Version: https://www.youtube.com/watch?v=RGirxhfnfjcTony 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/
4/7/2022 • 25 minutes, 39 seconds
Julian Sylvestro - A Day in the Life - E10
Video Version: https://www.youtube.com/watch?v=hkeeHOI7h0cDarren Bloomfield chats with Julian Sylestro about his experience in Cyber, both insurance and response.https://www.linkedin.com/in/julianrsylvestro/
4/4/2022 • 40 minutes, 1 second
Jocelyn Getson, Chief Growth Officer at Bindable - PIR Ep 302
Video Version: https://www.youtube.com/watch?v=nuurh-W-2aYTony chats with Jocelyn Getson about Bindable, an insurtech and digital brokerage firm transforming the embedded and affinity insurance businessJocelyn: https://www.linkedin.com/in/jocelyn-getson/Bindable: https://bindable.com/
4/4/2022 • 26 minutes, 8 seconds
Sergey Litvinenko, Co-Founder and CEO at Koop Technologies - PIR Ep 301
Video Version: https://www.youtube.com/watch?v=aLiwVc7i_LYTony 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/
4/4/2022 • 26 minutes, 44 seconds
Peter Velardi, CEO at ReferMe IQ - PIR Ep 300!
Video version: https://www.youtube.com/watch?v=QS8Qm-rFfmITony 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/
4/1/2022 • 30 minutes, 6 seconds
Peter MacDonald, Co-Founder & CEO at Wunderite - PIR Ep 299
Video Version: https://www.youtube.com/watch?v=ipgZy6pZITkI 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/
4/1/2022 • 27 minutes, 30 seconds
Charles Merritt, Co-Founder and CEO at Buddy - PIR Ep 298
Video Version: https://www.youtube.com/watch?v=IWI1zxTT6nMTony 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/
3/24/2022 • 24 minutes, 18 seconds
Frank Sentner - Profiles in Risk Ep 297
Video Version: https://www.youtube.com/watch?v=YarMk2dd6f8Tony 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/
3/23/2022 • 53 minutes, 16 seconds
Aaron Mikulsky, Love 2 Lead Consulting - PIR Ep. 296
Video Version: https://www.youtube.com/watch?v=MCy85UcyFGk&t=89sTony 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/
3/23/2022 • 38 minutes, 5 seconds
Andrew Jernigan, CEO at Insured Nomads - PIR Ep 296
Video Version: https://www.youtube.com/watch?v=mBYBQpfRycYTony 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/
3/23/2022 • 27 minutes, 52 seconds
Assaf Henkin Co-Founder, President and COO at Sproutt - PIR Ep. 294
Video Version: https://www.youtube.com/watch?v=xJbC6hX5xfEChatted 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/
3/21/2022 • 25 minutes, 7 seconds
Karina Plis, Surety Bonds LLC - Ep 293
Video Version: https://www.youtube.com/watch?v=oiTmFst3qkkI 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/
3/21/2022 • 27 minutes, 6 seconds
Dr. Hannah Farber, PhD - Author of "Underwriters of the United States" - PIR Ep 292
Video Version: https://www.youtube.com/watch?v=mCub54WV_70Tony 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
3/21/2022 • 41 minutes, 39 seconds
Kevin Abramson, Presidet at Cover Whale - PIR - Ep 295
Video Version: https://www.youtube.com/watch?v=y0iKmH1ON5ETony 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/
3/21/2022 • 20 minutes, 31 seconds
Adam Meshekow, Co-Founder and Chief Growth Officer at Leap PIR Ep 291
Video Version: https://www.youtube.com/watch?v=2E2BDd3tmPkTony 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/
3/9/2022 • 27 minutes, 19 seconds
Katelyn Johnson, AmFam Ventures - PIR Ep 286
Video Version: https://www.youtube.com/watch?v=3Loi50ZA1QMNick Lamparelli chats with Katelyn Johnson of AmFam Ventures about the insurtech venture market.
3/8/2022 • 19 minutes, 10 seconds
Nicos Vekiarides, CEO at Attestiv - PIR Ep 287
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/
3/8/2022 • 27 minutes, 20 seconds
Jon Broder, Founder of Vortex Legal, ZipClaims and DepoAI - PIR Ep - 289
Video Version: https://www.youtube.com/watch?v=9H_531N0CSoJon 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/
3/8/2022 • 18 minutes, 47 seconds
Brian Fritton, CEO at Havoc Shield - PIR Ep 288
Video Version: https://www.youtube.com/watch?v=NttM6ZOneHw&t=1sI 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
3/8/2022 • 20 minutes, 20 seconds
Melissa Arronte, People Analytics Expert - PIR Ep 285
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
3/8/2022 • 36 minutes, 9 seconds
Kate Dixon, Salary Negotiation Expert - PIR Ep 283
https://www.youtube.com/watch?v=JZlODteeZ3MKate 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/
2/17/2022 • 31 minutes, 41 seconds
The Wilsons, A Different View of Risk - PIR Ep 284
Video Version: https://www.youtube.com/watch?v=LRmkpM2Ny4QIn 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.
2/17/2022 • 55 minutes, 18 seconds
Amit Kalra, VP of Insurance at Billy - PIR Ep 280
Video version: https://www.youtube.com/watch?v=wNxKcNVENi4&t=7sBilly - Solutions for today's contractorsAmit: https://www.linkedin.com/in/amit-kalra-cpcu-mba-04846617/Billy: https://billyforinsurance.com/
2/17/2022 • 22 minutes, 51 seconds
Stuart Winchester, CEO & Founder at Marble - PIR Ep 282
Video Version: https://www.youtube.com/watch?v=xvNioyLTWEcTony 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/
2/17/2022 • 33 minutes, 32 seconds
Itay Ben-Zaken, Co-Founder and CEO at Honeycomb - PIR Ep 281
Video Version: https://www.youtube.com/watch?v=ZFyXEooeOTANick 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/
2/17/2022 • 30 minutes, 10 seconds
Kate Terry, Co-Founder and COO at Surround Insurance - PIR Ep 279
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/
2/7/2022 • 30 minutes, 31 seconds
Sarah Muniz, Author of "Undiscovered Voices" - PIR Ep 278
Video Version: https://youtu.be/q3AiUsCOR5cTony 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
2/4/2022 • 44 minutes, 9 seconds
Piyush Singh and Jeroen Morrenhof of Friss - PIR Ep 277
Video Version: https://youtu.be/GtI4_p3EgZANick 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/
2/2/2022 • 50 minutes, 23 seconds
Insurtechs as Investments - Profiles in Risk Ep. 276
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.
2/1/2022 • 1 hour, 14 minutes, 44 seconds
Kim Beach, Founder and CEO of Insure Women - Ep 276
Video Version: https://youtu.be/0ZH3GYLMB58Tony 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/
1/31/2022 • 18 minutes, 52 seconds
Steve Berneman, CEO of Blueprint Title - PIR Ep 275
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/
1/26/2022 • 25 minutes, 58 seconds
Rachel Olney, Founder and CEO at Geosite - PIR Ep 274
Video Version: https://youtu.be/iab6gJE1ajgTony 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/
1/25/2022 • 31 minutes, 5 seconds
Elissa Kelly, Executive Coach - PIR Ep 273
Video version: https://www.youtube.com/watch?v=X4KKU7c4-vwElissa 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/
1/24/2022 • 36 minutes, 11 seconds
David Kelly, Founder & Architect at Bobtrak - PIR 272
Video Version: https://youtu.be/CBkNa5qLKFETony 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.
1/20/2022 • 22 minutes, 33 seconds
Seung Yoo, Director of Global Risk - A Day in the Life - E 06
YouTube Version: https://youtube.com/watch?v=zsqTAkuq2wgDarren 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.
1/19/2022 • 43 minutes, 38 seconds
Ema Roloff, Director Enterprise Solutions at Naviant - PIR 271
Video Version: https://www.youtube.com/watch?v=QBu71PiwR4ETony 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/
1/17/2022 • 29 minutes, 12 seconds
Elisa Stampf, Co-Founder and CEO of Insure Equality - PIR Ep 270
Video Version: https://www.youtube.com/watch?v=z6bPFY1aEkoTony 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
1/13/2022 • 42 minutes, 56 seconds
Nir Kossovsky, CEO of Steel City Re - A Day in the Life - Ep 5
Video Version: https://www.youtube.com/watch?v=jetYDY1J3xcIn 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/
1/11/2022 • 44 minutes, 19 seconds
Greg Murphy, EVP North America at INSTANDA PIR 269
Video Version: https://youtu.be/0FbFH1rts-cTony 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/
1/10/2022 • 24 minutes, 48 seconds
Pete Grant, CEO at Safesite - PIR Ep 268
Video Version: https://youtu.be/FyalVc_FCQIIn 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/
1/5/2022 • 26 minutes, 34 seconds
Anand Rangathan, Chief AI Officer at Unscrambl - PIR Ep 268
Video Version: https://youtu.be/YKlnDhbwy70In 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/
1/4/2022 • 26 minutes, 16 seconds
Dustin Yoder, CEO of Sureify - PIR Ep 267
Video Version: https://www.youtube.com/watch?v=IrjqqKEQt2kI 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/
1/3/2022 • 42 minutes, 48 seconds
Brett Dresner, Casualty Broker - A Day in the Life - Ep 04
Video Version: https://www.youtube.com/watch?v=SeUD9nsqk7MIn 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/
12/29/2021 • 33 minutes, 48 seconds
Zach Finn - A Day in the Life - Ep 03
Video version: https://www.youtube.com/watch?v=j81ujC7yInoIn 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/
12/14/2021 • 44 minutes, 19 seconds
Rachel Robison, Co-Founder and CEO at Siege Technology Solutions - PIR Ep 266
Video Version: https://www.youtube.com/watch?v=hewDhqrfEMkTony 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/
12/13/2021 • 28 minutes, 1 second
Carlos Miguel Vidal - PIR 265
Video Version: https://youtu.be/x0aLaPfYZgsCarlos 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/
12/10/2021 • 42 minutes, 6 seconds
David Ehrenthal, Principal, Career and Leadership Coach at Mach 10 - PIR Ep 264
Video Version: https://www.youtube.com/watch?v=CpJYSCfGfeoDavid 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/
12/8/2021 • 43 minutes, 14 seconds
Day in the Life - Ep 02 - George Dalle-Molle
Video Option: https://youtu.be/vt4bcHqjVvkIn 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
12/7/2021 • 32 minutes
Guy Simpkin, Co-Founder & CEO at Cyber Insurance Academy - PIR Ep 263
Video Version: https://www.youtube.com/watch?v=1p55X5Z7BHUCyber 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/
12/6/2021 • 31 minutes, 59 seconds
Profiles in Risk / Beyond the Policy Crossover Episode!
Video Version: https://youtu.be/xVfq1MK-LzsTony Cañas of Profiles in Risk and Andrew Correll of Beyond the Policy in one epic crossover episode!
11/18/2021 • 45 minutes, 38 seconds
Zehra Cataltepe, CEO at Tazi.ai PIR Ep 262
Video Version: https://youtu.be/__fvHRHsWpwIn 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
11/17/2021 • 45 minutes, 58 seconds
A Day in the Life - Ep 01 - A Cyber Broker
Video Version: https://youtu.be/pUTE4cTD2eEA 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/
11/16/2021 • 45 minutes, 26 seconds
Temitope Adeyeme - CEO @ Pay-U, The World's First By the Minute Auto Insurer - PIR Ep 261
Video Version: https://youtu.be/-yQ8l4FtbjgTony 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/
11/15/2021 • 33 minutes, 33 seconds
Jessica Chitwood Long, Fearlessly Authentic President at Commercial Insurance Partner - PIR EP 260
Video Version: https://youtu.be/7xOOURcn9x8Incredible 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/
11/10/2021 • 38 minutes, 44 seconds
Darren Bloomfield - PIR 259
YouTube version: https://youtu.be/wD3dVOmLlv8Tony 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
11/9/2021 • 1 hour, 1 minute, 8 seconds
Scott Sloan AKA Sloane McQuiston, Author of The Risk Manager - PIR 258
Video Version: https://www.youtube.com/watch?v=6Uo7DTSlnkgI 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!
11/8/2021 • 38 minutes, 12 seconds
Wessly Anderson, Co-Founder at Agent VA - PIR 257
Video Version: https://youtu.be/iZpExFraEBYTony 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/
11/1/2021 • 53 minutes, 35 seconds
PIR 256 - Daniel Faggella, CEO & Head of Research at Emerj Artificial Intelligence Research
Video Version: https://youtu.be/gvoM59FVaCYTony 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/
10/25/2021 • 53 minutes, 48 seconds
PIR 255 - Hale Stewart, VP at REcapture Insurance
Video Version: https://youtu.be/MHFz7KT5AxETony 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/
10/18/2021 • 34 minutes, 47 seconds
PIR 254 - James Venezia
Video version: https://youtu.be/2mqBnLnns60Tony 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/
10/14/2021 • 53 minutes, 36 seconds
PIR 253 - Gloria Guntinas Vanzo, COO of Pouch and Mltply
Video Version: https://www.youtube.com/watch?v=zyBiX0UNL64Tony 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
9/30/2021 • 1 hour, 5 minutes, 2 seconds
PIR 252 - John Bachmann, Author of the Successful Adjusters Playbook
Video version: https://youtu.be/-UGUmCDpQlUMy 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
9/28/2021 • 30 minutes, 29 seconds
PIR 251 - Matan Slagter, CEO of Armadillo
Video version: https://youtu.be/O0o3XPTyOC0In 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/
9/20/2021 • 30 minutes, 29 seconds
PIR 250! - Hunter Pechin
Video version: https://youtu.be/to4JLFM0ZRoTony 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/
9/15/2021 • 38 minutes, 19 seconds
PIR 249 - Torey Maertz, CEO of Rocket Referrals
Video Version: https://youtu.be/orWnvJBFYfgRocket 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/
8/24/2021 • 35 minutes, 36 seconds
PIR 248 - Renee Bruns and Her Meteoric Career Story
Video Version: https://youtu.be/iZTBYTUWQ0IIn 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).
8/16/2021 • 41 minutes, 42 seconds
PIR 247 - Emilio Figueroa, Chief Insurance Officer at Foresight
Video Version: https://youtu.be/q_VxTSwFoGwTony 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-141641568745Emilio: https://www.linkedin.com/in/emilio-figueroa/Foresight: https://getforesight.com/
8/11/2021 • 22 minutes, 47 seconds
PIR 246 - Dominic Lee, The Maverick Actuary and his TED Talk
Video Version: https://youtu.be/iV9UpUAi0NEDominic 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
7/28/2021 • 41 minutes, 10 seconds
PIR 245 - Career Chat with Brett McKenzie about Career Moves that Didn't Work Out
Video Version: https://www.youtube.com/watch?v=GkzBc5zKFpYNot 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.
7/21/2021 • 54 minutes, 6 seconds
PIR 244 - Noreen Vergara
Video Version: https://www.youtube.com/watch?v=4joFdN0ZMncTony 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/
7/13/2021 • 32 minutes, 26 seconds
PIR 243 - Carl Moulton with All In Digital Marketing
Video Version: https://www.youtube.com/watch?v=YAh0tKdXDlwCarl 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/
7/8/2021 • 19 minutes, 27 seconds
PIR 242 - Matt Leiv - Senior Director at expert.ai
Video Version here: https://www.youtube.com/watch?v=KB2eT9YkzgsIn 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.
7/1/2021 • 27 minutes, 30 seconds
PIR 241 - Jim Dwane, Chief Revenue Officer at Bolt Solutions
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
6/23/2021 • 32 minutes, 59 seconds
PIR 240 - Yann Barbarroux, CEO of Otonomi
Video version of this episode: https://www.youtube.com/watch?v=6W95Mmaa33QTony 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
6/1/2021 • 26 minutes, 12 seconds
PIR 239 - Nestor Solari, CEO at Sigo
Video version: https://www.youtube.com/watch?v=GoKyQpBtARANestor 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/
5/25/2021 • 42 minutes, 14 seconds
PIR 238 - Eric Mitisek, CEO at Highwing
Best version of this episode is on YouTube: https://www.youtube.com/watch?v=3b7NHsJtej4Tony chats with Eric Mitisek about Highwing, the first open data platform for commercial insurance.
5/18/2021 • 30 minutes, 45 seconds
PIR 237 - Marty Frappoli, Insider Exam Prep
Best version of this episode is on YouTube: https://youtu.be/rlTABcHQDqwMarty 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.
5/12/2021 • 23 minutes, 34 seconds
PIR 236 - Insurance should lead on Climate Change
Video version here: https://www.youtube.com/watch?v=wxk6kbaFUJsIn 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
5/4/2021 • 29 minutes, 7 seconds
PIR 235 - Damian Sander with LifeExec
Best Version of this Podcast is available on YouTube: https://www.youtube.com/watch?v=9pto8rxtcxQTony 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/
4/27/2021 • 26 minutes, 9 seconds
PIR 234 - Mark and Reid Tattersall of Back 9 Insurance
Best Version on YouTube: https://www.youtube.com/watch?v=H5Z3w4tvj5gTony 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
4/20/2021 • 25 minutes, 35 seconds
PIR 233 - Brian Ahearn, Chief Influence Officer at Influence People
The best version of this interview in video format is here: https://www.youtube.com/watch?v=aQa5Xl_85p8Tony 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/
4/13/2021 • 32 minutes, 32 seconds
PIR 232 - Char Hu, CEO of The Helper Bees
Video Version on YouTube: https://www.youtube.com/watch?v=rLq_WuijRioIn 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.
4/7/2021 • 29 minutes
PIR 231 - John Fohr, CEO of TrustLayer.io
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=zUkZdwklLykJohn Fohr: https://www.linkedin.com/in/johnfohr/Trustlayer: https://trustlayer.io/
3/31/2021 • 31 minutes, 48 seconds
PIR 230 - Paul Prendergast, CEO of Blink Parametric
Best version of this episode is on YouTube: https://youtu.be/wX77u602ZssIn 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/
3/23/2021 • 40 minutes, 24 seconds
PIR 229 - CaptaIMS
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
3/16/2021 • 32 minutes, 44 seconds
PIR 228 - Cynthia Hardy, CEO and Founder of Pivot Global Partners
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-pAIpZ0Cynthia 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
3/8/2021 • 40 minutes, 57 seconds
PIR 227 - Larry Nicholson, President of the Society of Insurance Trainers and Educators (SITE)
Best version of this podcast is on YouTube: https://youtu.be/ce8LRFnjXkMI 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_yLJMAInsurance Nerds YouTube: https://www.youtube.com/c/InsuranceNerds/
3/1/2021 • 47 minutes, 32 seconds
PIR 226 - Christian Harris, Founder of TheSAFERPortal.com
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
2/22/2021 • 28 minutes, 24 seconds
PIR 225 - Kevin Bracken with Briza
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
2/8/2021 • 37 minutes, 32 seconds
Cyber Law Revolution Podcast - Ep 10 - Incorporating Response Messaging Before a Crisis
By Spencer Pollock with special guest Meredith Griffanti.
2/2/2021 • 17 minutes
PIR224 - Ed Halsey, Founder of Evermore Digital
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/
2/1/2021 • 1 hour, 9 minutes, 33 seconds
The Cyber Law Revolution - Ep 9 - The Headache of Navigating Multi-State Notifications
By Spencer Pollock
1/26/2021 • 11 minutes, 25 seconds
PIR 223 - Andy Mathisen, Co-Founder and CMO GloveBox
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! 🤯
1/25/2021 • 30 minutes, 36 seconds
PIR 222 - Awais Farooq with ActiveOps
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/
1/20/2021 • 48 minutes, 37 seconds
The Cyber Law Revolution - Ep 8 - 2020 Review and 2021 Expected Trends
By Spencer Pollock.
1/19/2021 • 10 minutes, 21 seconds
The Cyber Law Revolution - Ep 7 - Our Schools and Their Misconceptions
By Spencer Pollock.
1/13/2021 • 6 minutes
PIR 221 - Rio Salado Community College
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!
1/12/2021 • 40 minutes, 18 seconds
The Cyber Law Revolution - Ep 6 - Ransonware
Ransonware, Ransonware, Ransonware
1/11/2021 • 5 minutes, 51 seconds
PIR - Ep 220 - How to successfully recruit and grow producers in 2021
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/
1/4/2021 • 1 hour, 4 minutes, 45 seconds
The Cyber Law Revolution Ep 5
By Spencer Pollock
12/22/2020 • 18 minutes, 43 seconds
The Cyber Law Revolution - Ep 4 The Zero Hour and What I do for a Living
Fourth episode of The Cyber Law Revolution with Spencer Pollock
12/21/2020 • 11 minutes, 11 seconds
PIR 219 - Jeff Brunken, CEO of The MGIS Companies
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/
12/21/2020 • 34 minutes, 40 seconds
PIR - Ep 218 - Jeff McIntosh, Veteran Agent and Author of Insurance Genius
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/
12/14/2020 • 58 minutes, 57 seconds
PIR 217 - Marty Schroeder, SVP of Sales at Efinancial
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/
12/7/2020 • 44 minutes, 17 seconds
PIR - Ep 216 Colby Tunick, CEO at Refocus AI
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/
11/30/2020 • 44 minutes, 57 seconds
PIR - Ep 215 - Kate Bradley Chernis, CEO of Lately
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/
11/23/2020 • 56 minutes, 59 seconds
The Cyber Law Revolution - Ep 3 - Our Vendor Vulnerability Problem
Third episode of Spencer Pollock's Cyber Law Revolution Podcast.
11/17/2020 • 14 minutes, 20 seconds
PIR 214 - Insurance Innovation with Chris Lowell
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 GodsInsuring TomorrowEnd of Insurance as We Know ItThe 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
11/16/2020 • 59 minutes, 35 seconds
The Cyber Law Revolution - Ep 2
Second episode of Spencer Pollok's - The Cyber War Revolution Ep 2.
11/11/2020 • 9 minutes, 42 seconds
PIR 213 - Chatting about Final Expense Insurance with David Duford
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/
11/4/2020 • 53 minutes, 37 seconds
The Cyber Law Revolution - Ep 1
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/
11/3/2020 • 7 minutes, 17 seconds
PIR 212 - Michael Bourque, CEO of MEMIC
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
10/26/2020 • 38 minutes, 46 seconds
PIR 211 - Deidre Wright, CEO and Personal Brand Strategist at Strategic Stories
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
10/19/2020 • 42 minutes, 22 seconds
PIR 210 - Julie Hutchinson, CEO of Core Performance
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=8-1From 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=1-1The 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=1-1Webinar: 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
10/13/2020 • 44 minutes, 48 seconds
PIR 209 - Jon Isaacson Property Restoration Expert and Founder of Dyojo
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/
10/6/2020 • 51 minutes, 36 seconds
PIR 208 - Insurance 101 for Innovators by Paul Tetrault, Executive Director at The Insurance Library
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
9/29/2020 • 39 minutes, 57 seconds
PIR 207 - Amy Waninger and the Sharpen Your Skills Professional Women's Advancement Summit
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.comAmy'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/
9/25/2020 • 31 minutes, 57 seconds
PIR 206 - Dirk Doebler, CEO of Parento
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/
9/2/2020 • 37 minutes, 26 seconds
PIR 205 - Matt Workman of Airbus Defence and Space
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/
8/12/2020 • 46 minutes, 56 seconds
PIR 204 - Carrier and Broker Side Sales Careers with Jon Pyle
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/
8/4/2020 • 56 minutes, 41 seconds
PIR 203 - Young agent and wholesale agent Rob McCarthy
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/
7/28/2020 • 58 minutes, 3 seconds
Purple Ponders - Ep 10 - Purple Ponderings with Dave Wechsler @ Comcast
Episode 10 - Purple Ponderings with Dave Wechsler @ Comcast
7/17/2020 • 38 minutes, 45 seconds
PIR 202 - Alex Devoto, Founder of Lvlfi
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/
7/8/2020 • 49 minutes, 35 seconds
PIR 201 - Elle Michell of Intelligent Intentions
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/
7/1/2020 • 54 minutes, 57 seconds
PIR 200 - Adrian Jones, A Fascinating Global Career in Insurance
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/
6/24/2020 • 50 minutes, 24 seconds
PIR 199 - The Future of Insurance by Bryan Falchuk
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
6/15/2020 • 47 minutes, 27 seconds
Purple Ponderings - Ep 9 - John and Bob of Hazardhub
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
6/9/2020 • 55 minutes, 50 seconds
PIR 198 - InsurTech Hartford Innovation Challenge Awards Night
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/
6/8/2020 • 36 minutes, 57 seconds
PIR Ep 197 - Interview with Nicos Vekiarides of Attestiv
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/
5/27/2020 • 38 minutes, 26 seconds
PIR 196 - The Differing Effect of Covid on Insurance and Insurtech
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/
5/19/2020 • 44 minutes, 21 seconds
PIR - Ep 195 with Robin Kiera of Digital Scouting
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/
5/15/2020 • 45 minutes, 46 seconds
PIR - EP 194 - E-Sports and Insurance, with Thomas Verduzco-Weisel of Symbility
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/
5/12/2020 • 1 hour, 3 minutes, 8 seconds
PIR - EP 193 - Interview with Rick Tighe at National Flood Services
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/
5/5/2020 • 42 minutes, 48 seconds
PIR - Ep 192 - The Economy we COULD Build Post Coronavirus
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.
4/29/2020 • 1 hour, 34 minutes, 21 seconds
PIR - Ep 191 - Coronavirus and Commercial Insurance
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/fkqNYJuniper Labs: https://juniperlabs.io/Lance Poole: https://www.linkedin.com/in/lancehpoole/John Stevenson: https://www.linkedin.com/in/john-stevenson-74159233/
4/27/2020 • 1 hour, 2 minutes, 43 seconds
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
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-determinedMeg's appearance in E144: http://www.buzzsprout.com/87086/987747-e144-hands-on-training-for-producers-agency-owners-with-meg-mckeen-of-adjunct-advisors
4/22/2020 • 51 minutes, 28 seconds
PIR - Ep 189 - Paul Gaglioti and Marc Hadfield of Habor.AI
Tony had a great chat with the co-founders of Harbor.AIShow 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/
4/14/2020 • 46 minutes, 4 seconds
PIR - Ep 188 - Interview with Cole Winans, CEO of Flyreel about Insurtech AI
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/
4/8/2020 • 49 minutes, 49 seconds
Purple Punderings - Ep 8 - Interview with Sean Harper, CEO of Kin
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.
4/6/2020 • 29 minutes, 5 seconds
PIR Ep 187 - The Urgent Need for PRIA - Pandemic Risk Insurance Act for Coronavirus in 2020 and Beyond
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/
3/30/2020 • 44 minutes, 30 seconds
PIR 186 - How to manage remote teams in insurance with Rita Willliams-Bogar
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 SlackDoodle for setting meetings.Shared sites? (Microsoft Teams, etc)Contact info:Email: Strategies@personaldevelopmentsolutionsllc.comLinkedIn: Rita Williams-BogarText: 201-404-7960.
3/26/2020 • 41 minutes, 41 seconds
PIR 185 - Ben Baker - How to retain employees through leadership
The Course: https://courses.yourbrandmarketing.com/courses/how-to-retainBen Baker: https://www.linkedin.com/in/yourbrandmarketing/Your Brand Marketing: https://yourbrandmarketing.com/
3/23/2020 • 45 minutes, 34 seconds
PIR Ep 184 - Interview with Cyrena-Marie Arnold - VP Customer Success at Athenium Analytics
Get Ready with Sam Renick: It’s Never Too Early for Financial Education - Ep 15
“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 RenickIn 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.
3/15/2020 • 50 minutes, 48 seconds
PIR Ep 183 - What's next for Diversity & Inclusion (D&I)?
Margaret Resce Milkint, Amy Waninger, Deidre Wright and Joshua Lamangan discuss D&I.
3/11/2020 • 52 minutes, 48 seconds
PIR Ep 182 - Travis Hedge Co-Founder at Vouch Insurance
Jim Daggett, Executive Director of Insurance Technology Assoc on The Annual Event ITA Live
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/ITALIVEApril 5-7 in Ft Lauderdale FLsubscribe to ITA Pro Magazine for free at http://www.itapro.org/mr
2/26/2020 • 30 minutes, 54 seconds
A Brief Interview with Mike Hessling, CEO of Gallagher Bassett.
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/11972Connect with Mike Hessling - https://www.linkedin.com/in/mike-hessling-6809516/
2/22/2020 • 11 minutes, 57 seconds
Purple Ponderings with Pankaj – E6: Pankaj Interviews Guy Russ of Church Mutual
(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
2/19/2020 • 22 minutes, 19 seconds
Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)
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 BrownIn 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.
2/16/2020 • 45 minutes, 44 seconds
PiR - E181: Collecting The Insurance User Experience with Meredith Kokas & Mike Crowe of Cleasurance
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 ********************************************************************************************* Subscribe to Profiles in Risk 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
2/16/2020 • 29 minutes, 23 seconds
A Brief Interview with Steve Hunckler, CCO State Compensation Fund
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/11972Connect with Steve: https://www.linkedin.com/in/stephen-steve-hunckler-49942a7/
2/13/2020 • 17 minutes, 4 seconds
Amy Waninger Interviews Dr. Mark Tarmann Jr. (E1 See It To Be It - Special)
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/
2/9/2020 • 42 minutes, 12 seconds
PP - An Interview with Wade Milward - Millennial Commercial Brokers perspective
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
2/5/2020 • 30 minutes, 53 seconds
Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible
“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.
2/1/2020 • 1 hour, 3 minutes, 22 seconds
PiR 180 - Charles Alexander on How Explainer Videos Can Improve Your Business
You may have seen an "explainer video". Here is one:https://youtu.be/dtGhGxkqGUcI 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 ********************************************************************************************* Subscribe to Profiles in Risk 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
1/25/2020 • 35 minutes, 38 seconds
Get Ready! with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)
“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 HannonIn 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 YouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR 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.
1/19/2020 • 38 minutes, 50 seconds
PiR E179 - Meg McKeen, Host of The New Podcast, "Bound & Determined"
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.comPodcast - https://www.adjunctadvisors.com/podcast
1/11/2020 • 37 minutes, 56 seconds
Purple Ponderings With Pankaj: E5 - Fun with Rob Galbraith - The Most Interesting Man in Insurance!
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
1/9/2020 • 27 minutes, 31 seconds
Get Ready with Tony Steuer with Guest, Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry.
“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 LamparelliIn 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.
1/4/2020 • 52 minutes, 54 seconds
E178 - Discussing Bryan Falchuk's New Book: The 50 75 100 Solution: Build Better Relationships
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: 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
1/1/2020 • 45 minutes, 25 seconds
PiR - REPLAY of Bryan Falchuk, Author of DO A DAY and Long Time Insurance Professional
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
12/30/2019 • 44 minutes, 5 seconds
PiR REPLAY - Richard Leftley, CEO of MicroEnsure Discusses Microinsurance
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
12/23/2019 • 37 minutes, 50 seconds
PiR - REPLAY of Episode 8: Litigation, Claims and Analytics in Insurance with Wesley Todd of CaseGlide
This is a replay of Episode 8 where Wesley Todd and I discuss using modern analytics on litigation, claims from within insuranceShow 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
12/16/2019 • 48 minutes, 1 second
Profiles in Risk - Special Thanksgiving Edition: Discussing Lemonade's Latest Transparency Chronicle
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/
11/27/2019 • 51 minutes, 32 seconds
GET READY! With Mike Pepe: E8 - Improving Life Insurance Review Processes with Technology
"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 PepeIn 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.comThought 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.Please subscribe to the GET READY! With Tony Steuer podcast:Buzzsprout - http://www.buzzsprout.com/530449Google Play - http://bit.ly/35u4Qf1iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083Spotify - https://spoti.fi/2OFvFpPYouTube - http://bit.ly/35stZqv
11/24/2019 • 26 minutes, 42 seconds
PiR - E177: Will Hold, CEO of The National Alliance on Insurance Designations and the Future of Learning
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 BOOKS RECOMMENDED IN THIS EPISODE:Good to Great by Jim Collins - https://amzn.to/356uirk The Bible - https://amzn.to/38mNTW2 Subscribe at:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/16/2019 • 38 minutes, 30 seconds
Purple Ponderings with Pankaj - E2: Buzzwords in IoT
In this episode, Pankaj breaks down many of the most commonly used buzzwords in IoT conversations.
11/16/2019 • 6 minutes, 30 seconds
GET READY! with Tony Steuer: E7 - Using Innovative Technology To Empower Financial Preparedness
"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 BlumenfeldIn 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.comPlease remember to subscribe to the GET READY! With Tony Steuer podcast.Buzzsprout - http://www.buzzsprout.com/530449iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083 Google Play - https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS81MzA0NDkucnNz iHeart Radio - https://www.iheart.com/podcast/269-get-ready-with-tony-steuer-49576833/ Stitcher - https://www.stitcher.com/podcast/tony-steuer/get-ready-with-tony-steuer?refid=stpr tunein - https://tunein.com/podcasts/Business--Economics-Podcasts/Get-Ready-with-Tony-Steuer-p1250814/ YoouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR
11/9/2019 • 39 minutes, 26 seconds
Profiles in Risk - E176: Jason Silver of Vlocity Discusses Cloud Platforms on Salesforce
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/4/2019 • 34 minutes, 17 seconds
Get Ready with Tony Steuer - E6 Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse
Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil GrangerIn 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-grangerWebsite - 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
10/23/2019 • 47 minutes, 15 seconds
Get Ready! with Tony Steuer - E5: David Paul and the Future of Insurance Company Financial Analysis
Any analysis should be measurable and quantifiable - David PaulIf 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-paulWebsite - https://www.alirtresearch.com
10/12/2019 • 50 minutes, 37 seconds
PiR - Ep 175: Swipe Left, Swipe Right! FindBob on Building A Transition Management Platform
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
10/7/2019 • 31 minutes, 32 seconds
Get Ready! with Tony Steuer - E4: The Value of PR and Developing Your Brand
“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 BiallyIn 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
9/23/2019 • 43 minutes, 26 seconds
E174 - Yanira Borges, CEO of SideKick.Tools on Organizational Effectiveness
"People in an organization are human and they're messy" - Yanira BorgesIn 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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
9/18/2019 • 46 minutes, 17 seconds
Get Ready! with Tony Steuer - E3: Smarter Estate Planning with Chris Hall, Founder of EP Navigator
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.comSubscribe to the GET READY! With Tony Steuer PodcastBuzzsprout: http://www.buzzsprout.com/530449YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA
9/11/2019 • 37 minutes, 39 seconds
PiR - 173: Cyber Risk, Security & Insurance with Dom Vogel of Cyber.sc
"Cyber is NOT just an IT Problem" - Dom VogelIn 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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
9/7/2019 • 54 minutes, 42 seconds
Get Ready! with Tony Steuer - E2: Bob Bingham on The Future of Financial Services
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
8/31/2019 • 52 minutes, 48 seconds
PiR - E172: ClaimSpace, Benekiva & Infinilytics Interviews (2019 Nassau Re Incubator)
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.
8/25/2019 • 42 minutes, 33 seconds
Get Ready! with Tony Steuer - Episode 1: The Future of Written Content With Tanya Hall, CEO of Greenleaf Book Group
<Insurance Nerds is pleased to broadcast our first co-branded podcast, Get Ready! with Tony Steuer. We will be broadcasting these podcasts initially from Profiles in Risk, but PLEASE subscribe directly to this broadcast from the links below>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.comTanya’s book site: ideasinfluenceandincome.com and Amazon: https://amzn.to/2KCKg4ESUBSCRIBE TO GET READY! WITH TONY STEUER:Buzzsprout: http://www.buzzsprout.com/530449YouTube: https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR
8/17/2019 • 27 minutes, 36 seconds
PiR - E171: Interviews From The 2019 Insurance Nexus AI & Analytics Conference
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 FRISSJim Murphy of FRISSCharles Dagas of Element.aiZahid Ansari of X by 2, LLCDave Jowell of GIA Map, LLCand hosts Doville Nastopkaite & Marsha Irving of Insurance Nexus
8/11/2019 • 32 minutes, 59 seconds
PiR - E170: Jennifer Linton of Fenris Digital on Putting The Customer First
"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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
7/27/2019 • 51 minutes, 56 seconds
GolfCour.se Ep 7: What happens when you invite insurance execs to dinner and a podcast?
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.
7/23/2019 • 52 minutes, 44 seconds
PiR - E169: All About Captive Insurance Companies With Aaron Gordon of Gordon Insurance Services
"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.orgBOOKS 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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
7/20/2019 • 49 minutes, 50 seconds
GolfCour.se Ep 6: Where are women winning? (with Margaret Resce Milkint)
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.
7/16/2019 • 23 minutes, 29 seconds
E168 - Sarah Muniz on Increasing Your Productivity With Virtual Assistants
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 BOOKS RECOMMENDED BY SARAH:Atomic Habits by James Clear - https://amzn.to/2ln0Z1G The Psychology of Sales Call Reluctance - https://amzn.to/2llPZS5 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
7/13/2019 • 35 minutes, 19 seconds
PiR - E167 - Teaching Employees to be Safe, With Blaine Hoffmann, Podcaster and VP of iReportSource
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
7/6/2019 • 49 minutes, 31 seconds
PiR - E166: What Do You Want to Be? Branding with Ben Baker of Your Brand Marketing
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/30/2019 • 52 minutes, 55 seconds
GolfCour.se Ep. 5: Are carriers stuck in the innovators dilemma? (with Alex Maffeo, Boost Insurance)
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
6/28/2019 • 27 minutes, 57 seconds
PiR - E165: Preventing Internal Water Damage with AIsling Carlson of Flo Technologies by Moen
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/24/2019 • 29 minutes, 16 seconds
PiR - E164: Karen Geva on the Fintech/InsurtechStartup Scene in Israel
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.
6/15/2019 • 32 minutes, 56 seconds
GolfCour.se Ep 3: The most important question for insurtechs to ask (with Austin Tucker)
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/
6/13/2019 • 37 minutes, 37 seconds
PiR - E163: Revolutionizing the Life Insurance Experience With Brent Williams of Benekiva
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/8/2019 • 1 hour, 4 minutes, 2 seconds
GolfCour.se E 2: The journey of new products (with Jason LaMonica, AXA XL)
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-lamonicaLet’s tee it off.
6/5/2019 • 24 minutes, 33 seconds
GolfCour.se E 1: Pilots take iteration (with Nick Suhr, KASKO)
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.
6/3/2019 • 27 minutes, 20 seconds
PiR - E162: The Quest For The Perfect Model With HazardHub
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/SisyphusTantalus - https://en.wikipedia.org/wiki/Tantalus SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/2/2019 • 46 minutes, 23 seconds
PiR - E161:Adam Painter on Adjusting, Claims, Podcasting and Beards
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/25/2019 • 51 minutes, 52 seconds
PiR - E160: Innovating WITHIN Insurance with David Mocklow of Gramercy Risk
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/ SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/18/2019 • 48 minutes, 39 seconds
PiR - E159: Phil Palmer on The Insurance Employment Marketplace
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/11/2019 • 48 minutes, 56 seconds
In$urtech Rap!
WORLD PREMIERE MUSIC VIDEO from hot new artist C-Gold-Ru$h!
5/8/2019 • 3 minutes, 19 seconds
PiR E158 - Chris Paradiso, on Branding - Be You, Be Real
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/5/2019 • 1 hour, 5 minutes, 38 seconds
PiR - E156: Dustin Lemick, CEO of BriteCo on The Disruption of Jewelry Insurance
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
4/27/2019 • 36 minutes, 29 seconds
PiR - E155: The 2019 Insurance Nexus Awards Show Preview
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=5087SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
4/26/2019 • 34 minutes, 36 seconds
PiR - E154: Chris Jarvis On What It Takes To Become Part of the 0.1%!
"Time is worth MORE than Money" - Chris JarvisChris 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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
4/21/2019 • 1 hour, 2 minutes, 4 seconds
PiR - 153: Jennifer Overhulse on the Media, Publicity & the State of Insurtech
"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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
4/19/2019 • 52 minutes, 24 seconds
PiR - E152: Starting a Florida Insurance Company From Scratch (Episode 2)
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/
4/14/2019 • 56 minutes, 17 seconds
PiR E151 - Stephen Applebaum on AI, Analytics & Preview of The Insurance AI & Analytics Conference
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/
4/7/2019 • 18 minutes, 57 seconds
Ummm...Blooper Gold With Nick Lamparelli & Pankaj Parashar of Purple Ant
4/1/2019 • 47 seconds
E149 - Insurance Stickiness & IoT With Pankaj Parashar, Co-Founder of Purple Ant
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
3/30/2019 • 41 minutes, 38 seconds
Ummm...Blooper Gold with Curtis Goldsborough & Nick Lamparelli
Here are all the audio cuts removed from my recent podcast with Curtis. Disclaimer - English was NOT my first language.
3/25/2019 • 1 minute, 12 seconds
E148 Curtis Goldsborough on Loss Control & Insurance Inspections
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
3/23/2019 • 35 minutes, 21 seconds
E147 - Aviad Pinkovezky, Chief Product Officer at Hippo Insurance (Insurance AI & Analytics USA Conference Preview)
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/
3/20/2019 • 17 minutes, 51 seconds
Blooper Gold With Nick Lamparelli & Olivia Schmitt
Here are some of the hysterical scraps of edited audio from my conversation with Olivia Schmitt.
3/19/2019 • 42 seconds
E146 - Olivia Schmitt On Stepping Outside Of Your Comfort Zone With Social Video Engagement
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.
3/17/2019 • 34 minutes, 31 seconds
E. 157: Chris Ewing, One Inc.
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.
3/15/2019 • 28 minutes
E145 - Mike Gulla, Senior Director of Underwriting at Hippo Insurance on IoT, Sensors & Insights Into Customer Behavior
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
3/14/2019 • 32 minutes, 6 seconds
E144 - Hands-On Training For Producers & Agency Owners with Meg McKeen of Adjunct Advisors
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
3/9/2019 • 48 minutes, 42 seconds
E143 - Building A Florida Insurer From Scratch with John Jerger Jr.
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/
3/6/2019 • 51 minutes, 22 seconds
E142: Tony Steuer & His New Book, "Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit"
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
3/3/2019 • 45 minutes, 3 seconds
E141: Thomas Sheffield, SVP Specialty Claims at QBE, on Claims, AI & Analytics
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/ SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
2/28/2019 • 24 minutes, 33 seconds
E140 - Kevin O'Brien, President of the Inland Marine Underwriters Assoc (IMUA)
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
2/24/2019 • 36 minutes
E 139: AXA XL Construction, Gary Kaplan and Justin Gress
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 XLGary 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 XLAs 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 2018https://axaxl.com/fast-fast-forward/articles/constructive-conversations_building-customer-focused-operations “Getting started with continuous improvement”FastFast Forward – September 2018https://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 2018http://xlcatlin.com/fast-fast-forward/articles/show-me-the-money_using-data-to-drive-cost-effective-innovation-in-the-construction-industryGary 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 2017http://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 2018https://www.reuters.com/article/idUSWAOAX382RRD3189Q “Business planning that looks beyond the bottom line”FastFastForward.com – August 2018https://xlcatlin.com/fast-fast-forward/articles/business-planning-that-looks-beyond-the-bottom-line “A winning formula: Customer-centric business strategy”FastFastForward.com – June 2018https://xlcatlin.com/fast-fast-forward/articles/a-winning-formula_-customer-centric-business-strategy “Keeping ahead of competition”FastFastForward.com – April 2018http://xlcatlin.com/fast-fast-forward/articles/keeping-ahead-of-competition “4 Keys to Incredible Employee Engagement”Science of Story – April 2018https://scienceofstory.org/4-keys-to-incredible-
2/20/2019 • 52 minutes, 34 seconds
E 138: Dave Kaufman, Insuring Ohio's Future
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.
2/15/2019 • 45 minutes, 49 seconds
E137: Building An Insurance Company On Technology with Guest Werner Kruck, COO of Security First
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
2/10/2019 • 55 minutes, 9 seconds
E136: Brandon Schuh, Podcast Host of Risk Radio
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
2/6/2019 • 50 minutes, 24 seconds
E135: Daniel Burton, Founder of Dronebase
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/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
2/4/2019 • 45 minutes, 9 seconds
E134: David Wald, CEO & Co-Founder of Aclaimant
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/BOOKS RECOMMENDED BY DAVID: Books by Malcolm Gladwell: https://amzn.to/2FY7h0HFounders at Work: https://amzn.to/2TnlDuB SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
1/28/2019 • 48 minutes, 41 seconds
E133: Mark Habersack, Director of Risk Management for MGM Casinos
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 SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
1/27/2019 • 59 minutes, 40 seconds
E 132 - Marvol Barnard, LPGA President, on Golf Course Networking
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
1/16/2019 • 39 minutes, 56 seconds
E131: Myranda Elizabeth Joseph on Being an Insurance Producer and RMI Student Hybrid
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/2VS7Hu9Books by Stephen Fry: https://amzn.to/2FuZlmwSUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
1/13/2019 • 36 minutes, 29 seconds
E130 - Blockchain Strategy & Value Chain With Derek Lovrenich & Phil Duncan of insurEco
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 ChainHands-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=InsNerds30Connect With:Derek Lovrenich - LinkedIn: https://www.linkedin.com/in/blocksmith/ Phil Duncan - LinkedIn: https://www.linkedin.com/in/insuranceblock/ insurEco - https://insureco.io/
1/4/2019 • 30 minutes, 11 seconds
E129 - Design Thinking For Blockchain Solutions with Thomas Jennings of AAIS
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 ModelsHands-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:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
12/27/2018 • 32 minutes, 38 seconds
E128 - Adam Bratt, CTO & Co-Founder of Indio Technologies
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:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
12/24/2018 • 41 minutes, 2 seconds
E127 - CoverWallet Co-Founder, Rashmi Melgiri
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/
12/20/2018 • 40 minutes, 15 seconds
E126 - Shana Schlossberg, CEO and Rachel Dantess, Startup Scout for Upward Hartford
Carey Anne Nadeau interviews Shana Schlossberg and Rachel Dantes of Upward HartfordConnect 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
12/16/2018 • 50 minutes, 32 seconds
E125 - Juliette Murphy, Co-founder & CEO of FloodMapp
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/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
12/10/2018 • 50 minutes, 40 seconds
E124 - Louis Ziskin, Founder of Drone Operator, Dropin
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 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
12/2/2018 • 56 minutes, 37 seconds
E123 - Insurance Innovation With Slice Labs
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:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/26/2018 • 55 minutes, 57 seconds
E122 - The Data is Coming, The Data is Coming, with Carey Anne Nadeau of Open Data Nation
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 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/19/2018 • 1 hour, 2 minutes, 3 seconds
E121 - The BIG Announcement & An Interview with Sasha Dewitt, COO of Habit Analytics
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/ SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/14/2018 • 43 minutes, 49 seconds
E120 - Michael Porpora on Niche & Specialty Insurance
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:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/12/2018 • 46 minutes, 42 seconds
E119 - Preview of The Connected Insurance Conference 11/28-30 in Chicago
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 $200EVENT 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 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
11/5/2018 • 28 minutes, 58 seconds
E118: Chris Stanley of IA Path on His New Book
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:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
10/28/2018 • 15 minutes, 12 seconds
E117 - Carl Van: Inspiring & Educating People To Improve Themselves
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 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
10/21/2018 • 38 minutes, 16 seconds
E116 - The End of Insurance As We Know It - Book Preview with Rob Galbraith
(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/
10/18/2018 • 22 minutes, 32 seconds
E115 - Geospatial Technology with Jon Sonnenschein of SpatialKey
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 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
10/14/2018 • 42 minutes, 35 seconds
E114 - Tony Interviews Attendees of Insurtech Connect 2018
Tony Canas interviews some attendees of Insurtech Connect 2018: https://insuretechconnect.com/ CONNECT WITH:Scott Henry of LeakBot: https://www.linkedin.com/in/scott-henry-7001083/ Marci Devries of Fraud Sniffr: https://www.linkedin.com/in/marcidevries/ Luke Bronin, Mayor of Hartford, CT: https://www.linkedin.com/in/luke-bronin-359a16a/ Jesse Peterson of DroneBase: https://www.linkedin.com/in/jesselpeterson/ Matt Workman of DroneBase: https://www.linkedin.com/in/workmanmatt/ Alex Chilow of Aclaimant: https://www.linkedin.com/in/alexander-chilow-47195a35/ Joel Friedman of Aclaimant: https://www.linkedin.com/in/joelash/ Tadas Jucikas of Genius AI: https://www.linkedin.com/in/tjucikas/ Tyler Wentworth of Genius AI: https://www.linkedin.com/in/tyler-wentworth-33420355/ Mica Cooper of Insurecrypt: https://www.linkedin.com/in/mica-cooper/ Bobbie Sheivasrav of Benekiva: https://www.linkedin.com/in/bobbieshrivastav/ Gilad Shai of Bound API: https://www.linkedin.com/in/giladshai/ SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
10/9/2018 • 30 minutes, 26 seconds
E113 - Wearable Technologies w/ Gabriel Glynn of MakuSafe
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 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
10/7/2018 • 55 minutes, 3 seconds
E112: Insurance RegTech with Arleen & Ted Taveras of Spot on Insurance
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
9/30/2018 • 48 minutes, 59 seconds
E111 - Sean Harper, co-Founder & CEO of Kin Insurance
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
9/24/2018 • 43 minutes, 38 seconds
E110 - Clark Poland of FEMA on FEMA's Goals For Disaster and Emergency Mitigation
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=trueTo 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_212Adjusters 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_211Flood insurance marketing/campaign materialsGeneral agent materials (though applicable to other insurance professionals): https://agents.floodsmart.gov/marketing/participate-in-campaignsFlood after fire risks: https://www.fema.gov/media-library/assets/documents/93830BOOKS RECOMMENDED BY CLARK:Thinking, Fast and Slow by Daniel Kahneman: https://amzn.to/2xwqct5Misbehaving: The Making of Behavioral Economics by Richard Thaler: https://amzn.to/2MCzmJRThe 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 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.g
9/16/2018 • 41 minutes, 5 seconds
E109 - Kurt Thoennessen, Founder of RiskRevu on Private Client Insurance & A Demo of RiskRevu Platform
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 $99Go to https://insurancenerdsday.com to registerIn 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
9/10/2018 • 30 minutes, 32 seconds
E108 - Discussing the Experience Mod and Workers Comp with Scott Knowles, CEO of Modgic
This episode is sponsored by Insurance Nerds Day Go to https://insurancenerdsday.comInsurance 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/ 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
9/4/2018 • 45 minutes, 21 seconds
E107 - There Is No Traffic On The Extra Mile with Paul Gaglioti, Founder of Diversified Risk Solutions
(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.
8/27/2018 • 1 hour, 1 minute, 1 second
E106 - Preview of Rendez-Vous Reinsurance Conference in Monte Carlo (Sept 8-13)
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/ 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
8/22/2018 • 27 minutes, 42 seconds
E105 - Preview of Insurance Nerds Day (Sat. October 6 - Chicago, IL)
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!
8/20/2018 • 15 minutes, 29 seconds
E104: Preview of The Internet of Insurance Conference (Houston, TX - 09-26/27)
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%EDCONNECT 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/ 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
8/19/2018 • 49 minutes, 42 seconds
E103 - How To Create Successful MGAs/Programs With John Willemsen of Arch Re/ Watford
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. Reputation2. Quality of data3. Underwriting Acumen4. Premium Size and/or potential of 5 CultureWe 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 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
8/16/2018 • 51 minutes, 56 seconds
E102 - Software & Automation of the Insurance Backoffice with Phil Reynolds, CEO of BriteCore
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 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
8/13/2018 • 1 hour, 2 minutes, 53 seconds
E101 - Marc DeLeonibus, co-Founder of Bold Penguin on Creating A Digital Commercial Marketplace
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIn 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 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
8/6/2018 • 40 minutes, 17 seconds
E100 - Developing Agency Excellence with David Siekman of Agency Performance Partners
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
8/1/2018 • 48 minutes, 49 seconds
E99: Luke Magnan, Insurance Technologist & co-Founder of Combined Ratio Solutions
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comLuke 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 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
7/29/2018 • 51 minutes, 31 seconds
E98: Joey Giangola of Agency Nation on Agencies, Content & The Creative Process
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comAgency 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 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
7/26/2018 • 53 minutes, 58 seconds
E97 - Charles Spect of Permission Group on Growing Your Agency by Getting Permission and The Broker of Record Letter
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIn 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 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
7/23/2018 • 52 minutes, 58 seconds
E96 - Reinsurance Brokers in Cars Getting Coffee with David Wright of Beach & Assoc
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comYou 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/ 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
7/19/2018 • 55 minutes, 37 seconds
E95 - The Private Risk Management Association with Lisa Lyndsay and Azeema Hartley
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comThe 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,
7/16/2018 • 53 minutes, 19 seconds
E94: Putting Insurance Expertise on the Customer's Side with Craig Tappel of HUB International
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 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
7/9/2018 • 55 minutes, 13 seconds
E93- Insurtech Investment Landscape With Chris Downer, Principal at Venture Capital Firm XL Innovate
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 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
7/2/2018 • 42 minutes, 6 seconds
E92 - Practice Makes Permanent With Steve Gordon of MIFB Advisory
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comTalking 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/ BOOKS RECOMMENDED BY STEVE: The Go-Giver by Bob Burg: https://amzn.to/2lEeW8b The Broker Boys by Michael Kenney: https://amzn.to/2MtF5ly Eubank: The Autobiography by Chris Eubank: https://amzn.to/2MxY0vp 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
6/28/2018 • 1 hour, 3 minutes, 2 seconds
E91 - Michael Gay of Volvo Financial on MGAs & Specialty Program Business
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comMichael 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 BOOKS RECOMMENDED BY MICHAEL: Zig Ziglar Performance Planner: https://amzn.to/2Mk5HoY The Complete Idiots Guide to Physics: https://amzn.to/2tALZO2 The Complete Idiots Guide to Music Theory: https://amzn.to/2yDihh1 Books by Zig Ziglar: https://amzn.to/2KgnpsU The Bible: https://amzn.to/2tre6zV The 10X Rule by Grant Cardone: https://amzn.to/2K8lpa8 Books by Don Malecki: https://amzn.to/2MS8xCG SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/25/2018 • 51 minutes, 8 seconds
E90: Amy Waninger - Founder of Lead At Any Level and Author of Network Beyond Bias
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comAmy 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/2JXYw4YLove is the Killer App by Tim Sanders: https://amzn.to/2t5utSyBlog2Book by Cathy Fyock: https://amzn.to/2t2nFp4Blackboy by Richard Wright: https://amzn.to/2JLrvNG SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://g
6/17/2018 • 58 minutes, 9 seconds
E89 - Randy Schwantz, Author, Sales Trainer & Creator of The Wedge
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comMy 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/2JAKURgArticle on Bill Belichick from ESPN: https://goo.gl/ciQq1ZBOR - Broker of Record Letter: https://www.investopedia.com/terms/b/broker-of-record.aspS&L Crisis (Keating): https://en.wikipedia.org/wiki/Savings_and_loan_crisisBOOKS RECOMMENDED BY RANDY:Storytelling Made Easy by Michael Hauge: https://amzn.to/2MoHhM9Unlimited Power by Anthony Robbins: https://amzn.to/2Mp67eESUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/14/2018 • 46 minutes, 7 seconds
E88 - The Captive Insurance Market With Van Carlson, CEO of Strategic Risk Alternatives
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comI'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 AlternativesCONNECT WITH VAN CARLSON:LinkedIn: https://www.linkedin.com/in/vancarlson/Strategic Risk Alternatives Homepage: https://goo.gl/v7pSKUMENTIONED IN THIS EPISODE:831b Tax Code For Captives: https://goo.gl/vPYee21986 Tax Reform Act That Allowed Captives: https://www.irs.gov/pub/irs-tege/eotopicn97.pdfBOOKS RECOMMENDED BY VAN:The E-Myth by Michael Gerber: https://amzn.to/2y0uITRThe Rainmaker by John Grisham: https://amzn.to/2LBoKefSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/11/2018 • 50 minutes, 17 seconds
E87 - Lawanda Hall On Being A Corporate Risk Manager & How To Avoid Calling Olivia Pope
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIf 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 designationAIC DesignationARM DesignationIntelligent IntentionsBOOKS RECOMMENDED BY LAWANDA:The One Thing by Gary Keller & Jay Papasan: https://amzn.to/2sDhU0uInfluencer by Kerry Patterson & Joseph Grenny: https://amzn.to/2sQblXMFictional Book by Nicholas Sparks: https://amzn.to/2xPU475Mystery Books by Harlan Coben: https://amzn.to/2kXkNoVBooks by Pearl Cleage: https://amzn.to/2kXlEWFBooks by E. Lynn Harris: https://amzn.to/2LzurcLSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/7/2018 • 45 minutes, 22 seconds
E86 - Rebecca Wheeling: Automating Claims Communications With Schedule It
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIt 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/2sFQxSKSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
6/4/2018 • 34 minutes, 22 seconds
E85 - Full Stack Brokerage & Technology With John Prichard Jr., President of Oli Insurance Services
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comWe 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/2J262jeSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/30/2018 • 38 minutes, 57 seconds
E84 - Matteo Carbone on His Career, Insurance Innovation and His New Baby - Archimedes SPAC
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comA 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/2kyaSG9MENTIONED IN THIS EPISODE:Archimede SPAC: https://www.archimedespac.com/SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/28/2018 • 33 minutes, 47 seconds
E83 - Patrick Muscenti On Agency Production, Sales Training & Casual Fridays
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comPatrick 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/2LqUTpIMENTIONED IN THIS EPISODE:Sandler Sales Training: https://www.sandler.com/SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/23/2018 • 49 minutes, 27 seconds
E82 - Extreme Agency Makeover with Kelly Donahue-Piro
This episode is sponsored by IA Path - Online Adjuster Training. Go to https://iapath.comThis 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/BAOlsuTwitter: https://goo.gl/6Kpz6tHome Page: https://www.agencyperformancepartners.com/BOOKS RECOMMENDED BY KELLY:Hug Your Customers by Jack MitchellThe Hard Thing About Hard Things by Ben HorowitzSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/21/2018 • 55 minutes, 22 seconds
E81 - BONUS EPISODE: Conversations At Insurtech Rising in Boston 2018
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.comI 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/KB6zbMShruthi Rao of Adapt Ready: https://goo.gl/xHUQoCHarish Neelamana of DataCubes: https://goo.gl/wu2aKrGraham Gudmestad of DataCubes: https://goo.gl/NcUcAkJim Bowen of Energetic Insurance: https://goo.gl/F7ZxwAAbel Travis of AF Fund: https://goo.gl/tKggoLBrent Poliquin of AIR Worldwide: https://goo.gl/WZbcUN
5/17/2018 • 41 minutes, 27 seconds
E80 - Carl Moulton on Insurance Lead Generation Using DMCOs
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIn 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/MHEQnUHome Page: http://www.1lead1buyer.com/MENTIONED IN THIS EPISODE:Steve AndersonThe SIAAWE InsureBrightway InsuranceInsurance Nerds Slack ChannelInsightlyProsperworksHubSpotBOOKS RECOMMENDED BY CARL:The E-Myth by Michael Gerber: https://amzn.to/2Iqww9uSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/16/2018 • 45 minutes, 28 seconds
E79 - Patrick West, Founder and Chief Shopping Officer of Hedge Quote
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comPat 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/Z8V1K1Twitter: https://twitter.com/hedgequoteHome Page: https://www.hedgequote.com/MENTIONED IN THIS EPISODE:TrueCarJetty InsuranceMetromileCoverWalletBOOKS RECOMMENDED BY PATRICK:Who Gets What - And Why by Alvin Roth: https://amzn.to/2KlK8UfA Shark Never Sleeps by Drew Rosenhaus: https://amzn.to/2wxXpH4Rhinoceros Success by Scott Alexander: https://amzn.to/2rGRD0hSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar
5/13/2018 • 58 minutes, 52 seconds
E78 - Insurtech Namaste With Jason Keck, CEO of Broker Buddha
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.comBroker 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: LinkedInTwitterBroker Buddha Home PageBOOKS:The 4-Hour Work Week by Tim FerrissMENTIONED ON THE PODCAST:Tim Ferris PodcastYeswareSlackPipeDriveBoomerang For GmailQuickMailSubscribe at: Stitcher iTunes Google Play YouTubeBuzzsprout RSS
5/8/2018 • 50 minutes, 33 seconds
E77 - Ashley Fitzsimmons - On Being The Beyonce of Insurance & Doing Deals in Heels (Sponsored by IA Path)
This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.comRecently 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: LinkedInTwitterBOOKS:Eat That Frog by Brian TracyYou Are A Badass by Jen SinceroInsuring Tomorrow by Tony Canas & Carly BurnhamThe Power of Moments by Chip Heath & Dan HeathSubscribe at: Stitcher iTunes Google Play YouTubeBuzzsprout RSS
5/6/2018 • 48 minutes, 7 seconds
E76 - SPECIAL BONUS EPISODE - Conversations From The 2018 Global Insurance Symposium
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
5/2/2018 • 42 minutes, 33 seconds
E75: Bob Frady, CEO of HazardHub on Property Risk, Fire Hydrants, The Law of Large Numbers & Stand-up Comedy
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 HolleyBack From The Dead by Bill WaltonThe Power of Habit by Charles Duhigg
4/29/2018 • 1 hour, 38 seconds
E74 - Steve Evans Celebrating 20 Years of ILS and Artemis
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 iTunesGoogle PlayYouTubeBuzzsprout RSS HOW TO CONNECT WITH STEVE EVANS:LinkedInTwitter MENTIONED IN THE PODCAST:Artemis Home PageReinsurance News Home PageILS Asia - July 12 - SingaporeILS-NYC - February 2018 (post-event blog)Extraordinary ReWill Dove (CEO of !Re)Solidum Partners ILS on BlockchainMy article on insurance innovation
4/22/2018 • 37 minutes, 33 seconds
E73 - Bill Wilson on His New Book: When Words Collide-Resolving Insurance Coverage and Claims Disputes
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 YouTubeBuzzsprout RSSHOW TO CONNECT WITH: LinkedInTwitterEmailMENTIONED IN THE PODCAST:John EubankRTFP - Read The F- PolicyKevin Grudzien's podcast on BI accounting and Insurance CSIOxford Comma ClaimBOOKS: How to Draft and Interpret Insurance Policies by Kenneth Wollner and Richard Scislowski and W. Jeffrey WoodwardGeneral Liability Insurance Coverage by Randy Maniloff
4/18/2018 • 49 minutes, 29 seconds
E72: David Tobias, co-Founder of BetterView: On Drones, Digital Imagery & Insurtech Product/Market Fit
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 ThielPrincipals by Ray Diallo Creative Confidence by Tom Kelly & David Kelly Steve Jobs by Walter Isaacson
4/15/2018 • 39 minutes, 14 seconds
E71 - So You're Saying There's a Chance? - How Standup Can Improve Your Career With Avolyn Fisher
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:LinkedInTwitter MENTIONED IN THE PODCAST:Avolyn's Article on StandupRuss Robert's EconTalk podcast So Good They Can't Ignore You by Cal NewportBOOKS:How Adam Smith Can Change Your Life by Russ RobertsSuperforecasting: The Art and Science of Prediction by Philip Tetlock and Dan GardnerWeapons of Math Destruction by Cathy O'Neil
4/11/2018 • 40 minutes, 44 seconds
E70: Tom Johansmeyer of PCS - Aggregating Catastrophe Data For Industry Benchmarking and ILS Parametric Index Triggering
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:LinkedInTwitter MENTIONED IN THE PODCAST:PCS - Property Claims Service - a division of Verisk AnalyticsILW - Industry Loss WarrantyBrent Poliquin's Podcast on Insurance Linked SecuritiesRetrocession 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 triggersBasis 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 lossDeep Water Horizon lossJubilee lossKea Trader lossEquifax Cyber Breach
4/8/2018 • 38 minutes, 57 seconds
E69 - Jeff Arnold: Insurance Monopoly; The Art of Buying & Selling Agencies
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:LinkedInRightSure Insurance Group Jeff's Home PageBOOKS:The Art of The Insurance Deal by Jeffrey ArnoldE-Myth Revisited by Michael GerberGood to Great by Jim CollinsNapolean Hill BooksBrian Tracy Books
4/4/2018 • 48 minutes, 16 seconds
E68: Deidre Wright - Using Employee Diversity & Inclusion As A Company Asset
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.comBOOKS: Eat That Frog by Brian Tracy Outwitting The Devil by Napolean Hill Stargirl by Jerry Spinelli
4/2/2018 • 48 minutes, 49 seconds
E68 - Deidre Wright: Using Employee Diversity & Inclusion As A Company Asset
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:LinkedInTwitter www.diversityinclusioninstitute.com BOOKS:Eat That Frog by Brian TracyOutwitting The Devil by Napolean HillStargirl by Jerry Spinelli
4/1/2018 • 48 minutes, 49 seconds
E67: Patrick Schmid, VP of the RiskBlock Alliance - Developing Blockchain For The Insurance Ecosystem
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:LinkedInRiskBlock SiteEmail MENTIONED IN THE PODCAST:EthereumGDPR RegulationsHyperLedgerB3iR3PRODUCTIVITY:SlackConfluenceGitHubTwitter BOOKS:The Rationale of Central Banking by Vera SmithIshmael: A Novel by Daniel QuinnMan's Search For Meaning by Viktor Frankl
3/27/2018 • 55 minutes, 3 seconds
E66 - Garrett White of Blue Lime & Chris Prewit of IIASA on Agencies & Teaching High Schoolers Insurance
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 DesignationStephen Covey Daily PlannerBOOKS 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
3/25/2018 • 46 minutes, 29 seconds
E65 - David Milton, CEO of TelaClaims: The Only Good Claims is a Closed Claim
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:LinkedInTelaClaims 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
3/19/2018 • 41 minutes, 54 seconds
E64 - Lisa Miller: Regulators Are People Too
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:LinkedInHome PageMENTIONED IN THE PODCAST:Florida Office of Insurance RegulationAssignment of Benefits (Wes Todd & I discussed this for an entire podcast recently)FHCF - Florida Hurricane Catastrophe FundBryan Koon - Director of Florida Division of Emergency ManagementBOOKS:A Regulator’s Introduction to the Insurance Industry
3/11/2018 • 34 minutes, 12 seconds
E63 - Chris Stanley - Creating the Next Generation of Independent Adjusters
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 & ProductivityJon & Jerod Morris' Showrunner PodcastCONNECT WITH CHRIS STANLEY:IA Path SiteLinkedInTwitter
3/4/2018 • 58 minutes, 25 seconds
E62 - Cooper Cohen: International Underwriter at CNA Financial
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.
2/27/2018 • 42 minutes, 3 seconds
E61 - Kyle Nakatsuji, CEO of Cleacover: On Auto Insurance and Existential Crises
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.
2/24/2018 • 44 minutes, 48 seconds
E60 - Trent Cooksley: Head of Open Innovation at Markel Corp
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"
2/18/2018 • 1 hour, 2 minutes, 44 seconds
E59 - Thomas Accardo of BrokerLift: "Disintermediate Yourself"
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 ACCARDOLinkedInTwitter
2/11/2018 • 41 minutes, 5 seconds
E58 - Karn Saroya of Cover - "Insurance Companies are Glaciers Carved by Rivers of Money"
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 SAROYALinkedInTwitteremail
2/4/2018 • 36 minutes, 45 seconds
E57 - Discussing: "NEXT GEN ANALYTICS AND THE INTERNET OF THINGS: POWERING INSURTECH" Conference with Larry Pistell & Herbert Chain of St. John's University
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 INSURTECHThe 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 SignupCONNECT WITH LARRY & HERBLarry Pistell's LinkedIn PageLarry Pistell's emailHerb Chain's LinkedIn Profile
1/28/2018 • 38 minutes, 57 seconds
E56: Tony Steuer Discusses the DOL Best Interests Standard, The Affordable Care Act and His Predictions for 2018 Insurtech Innovations
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 TONYTwitterLinkedInHome PageMENTIONED IN THE PODCASTInsurance Bill of RightsB3i - The Blockchain Insurance Industry InitiativeNAIC concerns about Lemonade (see pages 33 & 34)
1/22/2018 • 40 minutes, 7 seconds
E55: Prof. Mike Hubbel of Temple University's Risk Management Program
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.
1/15/2018 • 52 minutes, 43 seconds
E54: The “Selfie” As A Life Expectancy & Health Tool With Janet Anderson of Lapetus Solutions
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
1/8/2018 • 50 minutes, 30 seconds
E53 - The Year End Review of the 2017 Natural Catastrophe Season
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 PANELKevin GrudzienRob GalbraithWesley ToddDavid Wright
1/1/2018 • 47 minutes, 21 seconds
E52 - The Career (and hair) of Insurance Legend Bill Wilson
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
12/30/2017 • 44 minutes, 36 seconds
E51 - The Insurance Bill of Rights With Tony Steuer; Author, Blogger and Insurance Advocate
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 InterestThe Right to Receive Customized Coverage Appropriate to Your NeedsThe Right To Free ChoiceThe Right to Receive an Answer to Any QuestionThe Right to Pay a Fair PremiumThe Right to Be InformedThe Right to be Treated Fairly and RespectfullyThe Right to Full Disclosure and UpdatesThe Right to Quality Service and Fair Handling of ClaimsThe Right to Change or Cancel Your Coverage and Be Notified of Any Change
12/29/2017 • 52 minutes, 47 seconds
E50 - Bryan Falchuk, Best Selling Author of Do A Day and Head of Claims at Hiscox USA
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
12/28/2017 • 44 minutes, 5 seconds
E49 - Carly, Nick & Rob Galbraith Discuss Gen-X Career Development
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
12/27/2017 • 54 minutes, 10 seconds
E48: Millennials, Claims and Lemonade with Andrew Holland
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.
12/26/2017 • 1 hour, 13 minutes, 44 seconds
E47 - Strategic Goal Setting, Ask it Never and a Discussion of #InsurTech
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.
12/25/2017 • 47 minutes, 55 seconds
E46: Abel Travis on Insurance, Innovation and Podcasting
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.
12/18/2017 • 55 minutes, 21 seconds
E45 Zachary Finn of Butler University: Teaching Insurance With Insurance
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.
12/11/2017 • 56 minutes, 21 seconds
E44 - Cuthbert Heath - The Maker of Modern Lloyd's of London
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.
12/4/2017 • 17 minutes, 44 seconds
E43 Will Kastroll & The Hurricane Irma Cleanup
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.
11/26/2017 • 42 minutes, 9 seconds
E42 - Will Kastroll and the Immediate Aftermath of Hurricane Irma in Florida
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.
11/26/2017 • 40 minutes
E41 - John Bachmann on How He Makes A Difference In People's Lives, Via Claims
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
11/19/2017 • 34 minutes, 22 seconds
E40 - Interviews with Attendees of The Private Risk Management Assoc Annual Summit
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.
11/13/2017 • 1 hour, 5 minutes, 18 seconds
E39 - The Crisis of Assignment of Benefits with Wesley Todd, CEO, Caseglide
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.
11/4/2017 • 36 minutes, 49 seconds
E38 - Discussing Active Shooter With Ryan Welsh
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.
10/29/2017 • 51 minutes, 59 seconds
E37: Brent Poliquin on Insurance Linked Securities
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.
10/22/2017 • 53 minutes, 38 seconds
E36: Chelsea Thorpe of AIG - Underwriting Foreign Casualty Exposures
10/16/2017 • 41 minutes, 53 seconds
E35 - Robin Smith, CEO of WeGoLook
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.
10/8/2017 • 51 minutes, 18 seconds
E34: David Wright on The Pain of Actuarial Exams and Being a Reinsurance Broker
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
10/2/2017 • 1 hour, 43 seconds
Episode 33: Tou Yang coFounder & CEO of Agent Ave
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.
9/25/2017 • 42 minutes, 43 seconds
Episode 32: Tackling Cyber Risk with Amit Rai, Founder of Cyber Boxer
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.
9/17/2017 • 56 minutes, 3 seconds
Profiles in Risk - Episode 31: Insurance NCIS - Kevin Grudzien (Forensic Accountant)
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/
9/10/2017 • 56 minutes, 4 seconds
Episode 30: Rob Galbraith - Storm Chasing With The IBHS
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
9/10/2017 • 56 minutes, 40 seconds
Episode 29 - The People of Plug and Play
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:
9/4/2017 • 39 minutes, 49 seconds
Episode 28 - Mike Furlong, Co-Founder and CEO at Indio Technologies
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/
8/28/2017 • 47 minutes, 19 seconds
Episode 27: Joe Rossi - "The Flood Guy"
8/20/2017 • 1 hour, 8 minutes, 17 seconds
Episode 26 - Jeff Kleid
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
8/13/2017 • 46 minutes, 21 seconds
Episode 25 with Rick McCathron, Head of Insurance at Hippo
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
8/6/2017 • 48 minutes, 34 seconds
Episode 24 - Jeremy Rettig, Founder and CEO of Adjusting to Six Figures
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/
7/31/2017 • 1 hour, 6 minutes, 21 seconds
Episode 23 - Allan Egbert, Co-Founder of ask Kodiak
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/
7/23/2017 • 52 minutes, 3 seconds
Profiles in Risk - Episode 22: Contractors in Corporate Culture with Allied Restoration
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/
7/16/2017 • 53 minutes, 54 seconds
Episode 20 - Interview with Evan Garmon of Harpenau Insurance Agency
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
7/9/2017 • 38 minutes, 50 seconds
Episode 21 - With Frank Sweeney, CEO of OnRisk
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/
7/9/2017 • 1 hour, 54 seconds
Episode 19 Richard Leftley and Microinsurance
6/25/2017 • 37 minutes, 50 seconds
Episode 18 - Ilya Bodner Founder of Bold Penguin
Show Notes:
Ilya Bodner: https://www.linkedin.com/in/ilyabodner/
Bold Penguin: http://boldpenguin.com/
#InsuranceSafari
6/25/2017 • 52 minutes, 38 seconds
Episode 17 - Interview with Bob Reville, CEO of Praedicat
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
6/18/2017 • 58 minutes, 17 seconds
Episode 16 with Emerson Willis, Founder of YepInsurance.com
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
6/11/2017 • 1 hour, 27 minutes, 30 seconds
Episode 15 - All about Flood with Ivan Maddox, EVP of Commercial Products, Intermap
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
6/4/2017 • 43 minutes, 40 seconds
Episode 14 - With Michelle Villarreal, Owner of 1-2-1 Claims, A Woman Owned TPA
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!
5/29/2017 • 58 minutes, 22 seconds
Episode 13 - Hippo and Digital Insurers
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/
5/21/2017 • 51 minutes, 49 seconds
Episode 12 - All about Insurance Agents and Brokers with Justin Fowler
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
5/14/2017 • 1 hour, 26 seconds
Episode 11 - Telematics and Innovation - Paul Harvey from OctoTelematics
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/
5/7/2017 • 57 minutes, 30 seconds
Episode 10 - Insurance Agents Present and Future
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
4/30/2017 • 1 hour, 24 minutes, 40 seconds
Episode 9 - Millennials in Insurance
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
4/23/2017 • 48 minutes, 30 seconds
Episode 8 - Litigation, Claims and Analytics in Insurance
Episode 7 - How should #Insurance be regulated? #InsurTech
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
4/10/2017 • 52 minutes, 24 seconds
Episode 6 - Is Insurance Gambling?
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
4/2/2017 • 51 minutes, 35 seconds
Episode 5 - All about Innovation in Insurance and InsurTech
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
3/27/2017 • 44 minutes, 16 seconds
Episode 4 - #InsurTech, #Lemonade, B-Corp Carriers, Health Insurance Reform and the Future of Auto Insurance
Show Notes:
Lemonade article: https://www.lemonade.com/blog/saving-80-90-seconds/
Author who writes for Vox: Sarah Kliff http://www.sarahkliff.com/
3/19/2017 • 52 minutes, 40 seconds
Episode 3 - Interview with Alex Polyakov, CEO of Livegenic
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.
3/12/2017 • 47 minutes, 40 seconds
Episode 2 - Buffett, Musk and InsurTech
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.
3/6/2017 • 46 minutes, 4 seconds
Episode 1 - The Beginning
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