Profiles in Risk: Recent Episodes

Insurance Nerds

The largest insurance podcast going on 200 episodes. This is not your grandpa's insurance industry!

I chat with Raj Utraja, Founder & CEO at Persisto.ai, they are a Commercial Underwriting platform that empowers you with AI Agents that work as your Junior Commercial Underwriters. They can analyze the files like a human would, assess the risk, rate, and send it back to the broker. A very interesting conversation!

Raj Utraja: https://www.linkedin.com/in/rajnishutraja/
Persisto.ai: https://persisto.ai/

Steve Johnson, Founder & Chief Product Officer at Insured.io and author of the Insurance UX Survival Guide. They are a complete customer experience platform, providing all of the channels that an insured might use to interact with an insurance company, as a bolt-on solution to any carrier management system. It allows you to easily deploy a policyholder portal, inbound and outbound text messaging, AI virtual agents, FNOL, etc. It allows smaller carrier to rival the experience of larger carriers at a significantly lower cost.

Steve Johnson: https://www.linkedin.com/in/steve-johnson--/
Insured.io: https://www.insured.io
The Insurance UX Survival Guide: https://www.amazon.com/Insurance-Survival-Guide-Experiences-Expectations/

Tony chats with Dylan DiMarchi, Co-Founder & CEO at Eventual, they are the NY based insurtech behind PremiumLock, they provide a 3-year price guarantee for US admitted homeowners insurance policies. Since 2021 the price of home insurance dramatically accelerated and it's becoming a huge deal, PremiumLock helps homeowners have predictability.

Dylan DiMarchi: https://www.linkedin.com/in/dylandimarchi/
Eventual: https://eventualclimate.com/

Tony chats with Kat Gordienko, Co-Founder & CEO at Builty, a building permits intelligence platform that translates permits into usable data and risk signals. This is a whole new way to underwrite property and it's very interesting!

Kat Gordienko: https://www.linkedin.com/in/katgord/
Builty: https://www.builtydata.com/

Tony chats with Sean Eldridge, Co-Founder & CEO at Crosstie, they are a workflow automation platform bringing to life the best AI solutions to reduce the admin burden for claims and service pros helping create a better experience for clients and policyholders.

Sean Eldridge: https://www.linkedin.com/in/seangeldridge/
CrossTie: https://crosstietech.com/

Tony chats with Mark Tepper, Co-Founder & CEO and Andrew Anderson, Co-Founder & Head of Sales at OraClaim PIR Final. They are an AI native platform specifically built for responding to and defending claims of any kind that have significant exposure. The enables great collaboration between defense attorneys and claims teams.

Mark Tepper: https://www.linkedin.com/in/mark-tepper/
Andrew Anderson: https://www.linkedin.com/in/andyandersonai/
OraClaim: https://oraclaim.com/

Tony chats with Rafael Broshi, Co-Founder & CEO at Notch, an AI platform to build agents for complex use cases where the cost of mistakes is very high. The platform guarantees no hallucination and is deterministic instead of probabilistic.

Rafael Broshi: https://www.linkedin.com/in/rafael-broshi-435a77105/
Notch: https://www.notch.cx/

Tony chats with Edgar Harutyunyan, CEO at Wamy, an AI Claims analyst for property insurance claims. It can bring down claims handling time from 20 hours to a few minutes.

Edgar Harutyunyan: https://www.linkedin.com/in/edgar-harutyunyan-b600a8368/
Wamy: https://www.wamy.com/

Tony chats with Juan Garcia Fernandez, Co-Founder at Tuio, an AI-Native insurtech carrier in Spain targeting the younger generation. A very interesting origin story and a must listen-to episode!

Juan Garcia Fernandez: https://www.linkedin.com/in/juanga2/
Tuio: https://www.tuio.com

Tony chats with Mehdi Lhadj, Co-Founder & CEO at Floapi, they are a Montreal based company doing automation for MGAs and Agencies. They integrate into your AMS/BMS and phone systems and help eliminate manual and repetitive tasks.

Mehdi Lhadj: https://www.linkedin.com/in/mehdi-l-08b847204/
Floapi: https://floapi.ca/en/insurance-broker-automation/

Tony chats with Suren Pillai, Digital Marketing Consultant at Insurance SEO SEM, they are a digital marketing agency focused on insurance SEO. After leading SEO lead generation for AXA and Sompo he now makes those services available to all areas of insurance.

Suren Pillai: https://www.linkedin.com/in/surengyana/

Tony chats with Steve Pieroway, Principal at Benevolent Marketing, a marketing firm specialized in helping insurtechs. We also discuss the 2026 Benevolent Insurtech Trust Index and its findings.

Steve Pieroway: https://www.linkedin.com/in/stevepieroway/
Benevolent Marketing: https://benevolentmarketing.com/

Tony chats with Mitch Cohen, Founder & CEO at ClearLine, a crisis communications readiness and response platform. They help companies manage reputation risk at the enterprise level. A very interesting conversation on an area of risk we don't think about often.

Mitch Cohen: https://www.linkedin.com/in/cohenmitch/

Tony chats with Kelvin Johnson, CEO at Brevity Pitch. They offer a platform for people to practice high-stakes conversations with avatars that sound like a real human. They also offer AI roleplays and coaching. This can be a huge difference maker for sales teams!

Kelvin Johnson: https://www.linkedin.com/in/kelvin-johnson-cpa/
Brevity Pitch: https://www.brevitypitch.com/

Video Version: https://youtu.be/Lg5U44rmwAI

Tony chats with The Salty Adjuster, host of the newest podcast in the insurance world, hosted by an anonymous adjuster with lots of heart. A fantastic conversation.

The Salty Adjuster: https://podcasts.apple.com/us/podcast/the-salty-adjuster/id1896769744

Tony chats with Joel Plofsky about his career from actuary to a long career on the systems side and product side. A fascinating conversation with great advice for the next generation.

Joel Plofsky: https://www.linkedin.com/in/joelplofsky/

I chat with Hayden Robinson, Venture Manager at Creative Destruction Lab. They operate in 10+ countries and have 16+ locations across the world. They are a startup accelerator and incubator specialized in a number of streams including Risk which includes all things risk and insurance. A new cohort starts soon, so you want to apply now! Watch it on the Insurance Nerds YouTube Channel or listen to it on the Profiles in Risk Feed on your favorite podcast app.

Hayden Robinson: https://www.linkedin.com/in/haydenhillrobinson/
Creative Destruction Lab: https://creativedestructionlab.com/

Tony chats with Illia Pinchuk, Founder and CEO at DICEUS, they help insurers, MGAs, and Captives providing back-end and front-end solutions including Underwriting Workbench, Policy Administration, General Ledger, and Group Administration Services.

Illia Pinchuk: https://www.linkedin.com/in/illiapinchuk/
DICEUS: https://diceus.com/insurance/

Tony chats with Jens Nasstrom, Head Founder & Head of Science at Precuro, they provide Cognitive Risk Intelligence for claims. What exactly does that mean? They provide a new variable in claims. Claims can have the same injury, same diagnosis, and somehow one resolves in three weeks the other one becomes a painful three year long claim. The different isn't the injury, it's the mindset. That's what Precuro is measuring. This is especially important for Disability and Worker's Compensation. A fascinating conversation you should not miss!

Jens Nasstrom: https://www.linkedin.com/in/jensnasstrom/
Precuro: http://www.linkedin.com/company/precuro/

I chat with Natalie Arroyave, Host of Adjuster Hour & Director of Corporate Engagement at RISE and we chat about our podcasts, her career, claims, RISE, and much more. Such a fun conversation between two people who are passionate about insurance, from very different backgrounds!

Natalie Arroyave: https://www.linkedin.com/in/nataliearroyave/
Adjuster Hour: https://www.youtube.com/playlist?list=PLavr4C_rE5tsyuWedurJsQ-sDLRVGzg68

Tony has an awesome career chat with Scott Johnson. Scott's dad was a State Farm agent for 37 years. Scott started his career in claims, and then grew into sales and eventually sales management. He's been killing it in Sales Management for decades now! So much to learn on this episode!

Scott Johnson: https://www.linkedin.com/in/scott-johnson-6113a850/

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

Tony chats with Josh Graham, CEO & Founder at Ehab, they have created a weather modeling tool which helps businesses to tailor forecasts to what they do. A fascinating conversation you should not miss!

Josh Graham: https://www.linkedin.com/in/joshmcgraham/
Ehab: https://ehab.co/

Video Version: https://youtu.be/OHeSV2-ybBU

I chat with Dan Kies, Client Executive at Camunda, a software company focused on agentic orchestration. They’ve been doing orchestration for a long time and now they have better tools to do it with and are focused on doing it for claims and complex underwriting.

Dan Kies: https://www.linkedin.com/in/dan-kies/
Camunda: https://www.Camunda.com

Video Version: https://youtu.be/en5W2IPPcAQ

Tony chats with Douglas Escobar - PIR Ep. 817, a long-time insurance professionals who helps others invest in Real Estate. He makes a great case that Real Estate is a perfect fit for the skillset of insurance pros.

Tony chats with Will Kastroll, Owner at Harbour Insurance and Co-Founder & CEO at OrangeAI. Exclusively on Profiles in Risk, Will announces the creation of an insurtech created by agents, for agents, building the first fully Agentic AME (Agency Management Ecosystem), more than an AMS! An incredible conversation!

Tony chats with Jennifer Doty, Speaker & Author Helping Leaders Get Unstuck about her career, transitions, the people who helped, her books, and so much more.

Jennifer Doty: https://www.linkedin.com/in/jennifer-sierveld-doty/ and https://jenniferdoty.com/

Tony chats with Jamie Ballot, Insurance Communications Expert about his career from publishing to insurance communications and we nerd out about how the industry can communicate better. A fascinating conversation!

Jamey Ballot: https://www.linkedin.com/in/jamesballot/

On Profiles in Risk - Ep. 813, I chat with Conor Cunneen - IrishmanSpeaks. What a wonderful conversation! If you need speaker to motivate salespeople and so much more, you really can't go wrong with going Irish! And when you do hire him to keynote your next big conference send me a media pass because I'm dying to see him live! ☘️ 🇮🇪 WATCH IT NOW ON THE INSURANCE NERDS YOUTUBE CHANNEL OR LISTEN ON THE PROFILES IN RISK FEED ON YOUR FAVORITE PODCAST APP #Motivation #insuranceagenttraining

Cono Cunneen: https://www.linkedin.com/in/irishmanspeaks/?skipRedirect=true

Tony chats with returning guest Bob Frady, Co-Founder & CEO at PropertyLens. Bob is on his second round as an insurtech co-founder after a successful exit from HazardHub. We talk about his PropertyLens which is basically a CarFax for homes, and much more. A GREAT CONVERSATION YOU CANNOT MISS!

Bob Frady: linkedin.com/in/bobfrady/
Property Lens: https://www.PropertyLens.com

Video Version: https://youtu.be/4O24O0Y8Z-I

Tony chats with Jared Kaplan, Co-Founder & CEO at indigo, they are dedicated to MedMal and they are building an incredibly innovative MGA platform that blends the best new tech to disrupt an old school-industry. An incredible episode!

Jared Kaplan: https://www.linkedin.com/in/jared-kaplan-683412/
indigo: https://www.getindigo.com/

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

Tony chats with returning guest Jeff Arnold, Founder of RightSure and Prolific Author of multiple books. Jeff describes himself as "the luckiest hillbilly in the world". From his childhood in rural Kentucky he ended up running, buying, and selling insurance agencies, writing books, and having an extremely influential career and life. What a great conversation! A must listen to episode!

Jeff Arnold: https://www.linkedin.com/in/rjefferyarnold/
RightSure: https://www.rightsure.com/
Jeff Arnold: https://jeffarnold.com/
Author Page on Amazon: https://www.amazon.com/stores/author/B077V1LZR2?ccs_id=5de4ec41-3c56-46e9-8127-30aa907a4b1d
Prior Episode on Profiles in Risk - Ep. 69: https://youtu.be/mnrnuLObTM0?si=6NrQgkkE0cvckNIr

Bill Devine, Co-Founder and Managing Partner at Naitiv Partners, they are a brand new company positioned around the concept that the financial industry, including insurance, has a challenge implementing AI. It's a not a tech problem, it's a business problem! This was a FASCINATING conversation you cannot miss!

Bill Devine: https://www.linkedin.com/in/bill-devine-047b571/
Naitiv Partners: https://naitiv.com/

Video Version: https://youtu.be/8z8D1cCvIFw

I chat with returning guest Chris Luiz, CEO at Scout Insurtech about their upcoming conference May 26-27 in Columbus, OH. Beyond that we chat about the AMAZING organization he has built. Scout Insurtech is MUCH more than a conference and this episode is a MUST listen to! See you in Columbus!

Chris Luiz: https://www.linkedin.com/in/christopher-luiz/
Scout Insurtech: https://www.scoutinsurtech.com
Chris Luiz prior Ep: 638: https://youtu.be/k0e0268emks?si=v9VDdzXEylPrrUlo

Tony chats with Sridhar Ravilla, Author of "Transformation that Lands". After 21 years in IT leadership at AT&T, Sridhar took some time off to reflect on everything he had seen. What made sense? What didn't make sense? Took some time to try to see the forest for the trees and understand the patters of projects that succeed, and crucially projects that don't succeed. A fascinating conversation for anyone involved with innovation, implementation, change management, operations, and more.

Sridhar Ravilla: https://www.linkedin.com/in/sridharravilla/
Transformation that Lands: https://amzn.to/3QpAZRI

This is an Amazon Affiliate Link. Insurance Nerds gets paid a small commission if you buy the book using this link.

Tony chats with Tom Wetzel, AI for Insurance Agents and Cyber Crime Expert. This is a quick update on how cyber criminal are using Agentic AI and what you can do about it. This affects us all:

Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/?skipRedirect=true

Prior Episode on PIR: https://youtu.be/bSCQU9QiMZI?si=bd8iTrQm1_fC00uy

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

I chat with Kabir Syed, Founder & CEO at ennabl, they enable insurance intermediaries seamlessly manage data and workflows to drive growth and profitability. If you're on the agency/brokerage side of insurance, this is a MUST listen. We had a great conversation, including my obsession with the sweetest guy in insurance, my friend Ryan Deeds 😂 . The average $5M+ insurance brokage uses 50+ applications. That's as many as there are cards in a standard deck of cards! 🤯

Kabir Syed: https://www.linkedin.com/in/kabirsyed/
ennabl: https://www.ennabl.com/

Video Version: https://youtu.be/LSE9i657PAo

Tony chats with Ann Kelley, Autorpreneur, Speaker and Creative, author of Roof Rules: How Hidden Power Dynamics Shape Personal Development. We chat about career development, how the rules have changed, how to grow talent, and so much more. A career conversation you should not miss!

Ann Kelly: https://wwww.linkedin.com/in/ann-kelley-greville-124bb038a/?skipRedirect=true

Roof Rules: https://amzn.to/4svldSP

Note: Insurance Nerds gets an affiliate fee from Amazon if you buy the book using the link above.

Video Version: https://youtu.be/tsNL2pkh8B4

Tony chats with Bridgette Ferraro, CEO at iCopy. They make record retrieval for regulated industries like insurance easier, more efficient, and simply much better by combining cutting edge AI with a human in the loop. This conversation was a lot more fun and interesting than it had any right to be. A cannot miss episode!

Bridgette Ferraro: https://www.linkedin.com/in/bridgette-ferraro-94a7773b/
iCopy: https://www.icopylegal.com/

Video Version: https://youtu.be/wAp-MxV1sOw

Tony chats with Kyle Moore, Founder at SettleSmart, they have created the first tool for consumers to use to negotiate a fair settlement after a small car accident WITHOUT needing to hire a lawyer. This could be HUGE in avoiding needless and expensive involvement by lawyers in claims they really aren't needed in.

Kyle Moore: https://www.linkedin.com/in/kyle-moore-b3505126/
SettleSmart: https://www.linkedin.com/company/settlesmartclaims/

Tony chats with Hamesh Chawla, Co-Founder & CEO at Mulberri. He is a returning guest from episode 397. Mulberri has evolved a lot and is now very focused on enabling MGAs. If you're in the MGA space you owe it to yourself to watch this space!

Hamesh Chawla: https://www.linkedin.com/in/hamesh-chawla-9354042/
Mulberri: https://www.mulberri.io/
Prior Episode: https://www.youtube.com/watch?v=wIgC4cXQNVI

Video Version: https://youtu.be/mCSs9u8IkTQ

In this milestone episode Tony chats with Kit Chastain, CEO and Lauren Golanty, COO at Third to First. EPLU is broken, and we must fix it.

Kit Chastain: https://www.linkedin.com/in/kitchaskin/
Lauren Golanty: https://www.linkedin.com/in/lauren-golanty/

Third-to-First: https://www.linkedin.com/company/third-to-first/

Video Version: https://youtu.be/AD8nREIfbQc

Tony chat with Nga Phan, Head of Product at Bolt, they are an insurance Distribution exchange connecting hundreds of carrier P&C products to end consumers and customers.

Nga Pha: https://www.linkedin.com/in/phannga/
Bolt: https://bolttech.io/

Video Version: https://youtu.be/sBQjw6PaKww

Tony chats with Brian Riemer, CEO at Riemer Insurance Group, about his path growing up in his dad's agency, actively choosing to go get an Ivy League education to get away from insurance, and deciding to come back and take over the family agency. We also talk about how he transformed the agency since taking over and how to run a modern agency. This is a great conversation no #insurance agent should miss!

Brian Riemer: https://www.linkedin.com/in/brian-riemer-3b1b473a/

Video Version: https://youtu.be/arScj9A1AnE

Tony chats with Brianna Kimber, Director of Education at CLM Chicago and her career, claims careers in general, and especially why every claims adjuster should join CLM. A fun conversation you shouldn't miss!

Brianna Kimber: https://www.linkedin.com/in/brianna-kimber/

Video Version: https://youtu.be/98dxHLqjTVQ

Tony chats with David Kindlon, Co-Founder & VP of Strategic Partnerships & Growth at Eppione, they are a global employee benefits platform which allows the employer, the employee and the insurance broker/benefits consultant to interact in one space. Benefits and compliance are different in every country. They built a global platform that can be used globally by a larger employee or locally by a local employer.

David Kindlon: https://www.linkedin.com/in/davidkindlon/
Eppione: https://www.eppione.com/

Video Version: https://youtu.be/hjcxwS2bDn8

I chat with Vivek Krishnamurthy, Partner at Commerce Ventures. We chat about it's like to invest in insurtechs and some of his war stories. We also discuss the future of insurtech. An awesome conversation you shouldn't miss!

Vivek Krishnamurthy: https://www.linkedin.com/in/vivekkri/

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

Tony chats with Kyle Nakatsuji, Founder & CEO at ClearCover & Dearborn Labs. Kyle started ClearCover a decade ago, and still runs it. Now he has also founded Dearborn a forward-deployed technology and AI firm focused exclusively on insurance. This new concierge practice is powered by the proprietary technology stack, data infrastructure and the leadership team that built Clearcover and its multiple licensed insurance carriers into a nationally recognized digital insurer. An absolutely fascinating conversation you simply can't miss!

Kyle Nakatsuji: https://www.linkedin.com/in/kylenakatsuji/
Old Episode about ClearCover: https://youtu.be/2u1x2GAXVSY?si=Jr_70LbeIQMQOQe8
ClearCover: https://clearcover.com/
Dearborn Labs: https://dearbornlabs.com/

Video Version: https://youtu.be/aX48qP2Tio0

Tony chats with Jeffrey Glusman, Founder & CEO and David Ratner, Chief Investment Officer at Blockchain Deposit Insurance Corporation (BDIC). BDIC is building the FDIC equivalent for crypto! No other player is working on offering deposit insurance for the 99% of people who are interested in crypto but can't afford the possibility of losing their money. A fascinating conversation!

Tony chats with Craig Caryl, Founder & CEO at InsureMep, they are a tech enabled MGA that created software that tracks electrical, mechanical and plumbing of large electrical facilities to track risk and prevent losses. This was a fantastic conversation you should not miss!

Craig Caryl: https://www.linkedin.com/in/craig-caryl/
InsureMEP: https://www.insuremep.com/

Video Version: https://youtu.be/Ljxf9KrJaNk

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This episode of Profiles in Risk is sponsored by Zywave:

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

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

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

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

This episode of Profiles in Risk is sponsored by Zywave:

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

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

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

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

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

This episode of Profiles in Risk is sponsored by Zywave:

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

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

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

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

This episode of Profiles in Risk is sponsored by Zywave.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

AI Summary:

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

Jerry's insurance background and challenges @ 1:34

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

Developing a systematic approach @ 4:58

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

Transitioning to coaching @ 6:09

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

Elevation180's coaching program @ 11:06

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

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

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

Elevate180 and team development @ 50:28

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

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

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

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

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

Semsee: https://semsee.com/

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

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

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

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

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

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

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

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

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

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

Project55: https://www.Project55.org

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

RISE: https://riseprofessionals.com/

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Key Topics Discussed:

MGA Model Evolution
Comparison with traditional carrier models
Increased agility and innovation capabilities
Role in modern insurance market
Specialization advantages
Technology and Risk Management
Integration of modern technology
Challenges with legacy systems
Innovation in underwriting processes
Data-driven decision making
Underwriting Approach
State law considerations
Decision-making speed
Risk assessment methodology
Portfolio management strategies
Actuarial and Underwriting Dynamics
Comparison of actuaries to fortune tellers
Underwriter role as calculated risk-takers
Modern hedge fund-like approach
Balance of art and science in underwriting
Strategic Portfolio Management
Claims payment importance
Long-term profitability focus
Risk management strategies
Portfolio diversification

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

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

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

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

Tony chats with Brennen Grone, EVP of Sales at Rainbow; they are a vertically focused MGA known for specializing in restaurants and are excited to announce new verticals today. They are not a bind or decline platform, they have top-of-the-line technology upfront and real underwriters on the background to help agents win in the gray areas. They are excited to announce new verticals in beauty and wellness, health and fitness, electrolysis, and even piercing studios.

Brennen Grone: https://www.linkedin.com/in/brennen-grone/
Rainbow: https://www.userainbow.com/

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

Tony chats with Tyler Amundsen, CEO at LightDoc, a technology platform built for commercial insurance brokers to help them improve retention, save time, and focus on higher-value account management tasks. It allows agencies and brokers to unlock the data they're sitting on and make the most of AI agentic workflows. It allows Account Managers to do contract reviews, COI requests, and policy checks in under 3 minutes. All of that with minimal changes to your existing workflows.

Tyler Amundsen: https://www.linkedin.com/in/tyler-amundsen-3051b5142/
LightDoc: https://www.lightdoc.ai/

Video Version: https://youtu.be/xGFeK222BjI

Tony chats with Greg Purdy, CEO at Rival Insurance Technology, they offer a broker product, an MGA product, and a quoting product. RPM, the Rival Platform and Marketplace, launched last July as an AI-first platform that has no menus. It allows the user to interact with the software conversationally. RPM sits on top of your AMS/BMS. They do also offer their own AMS/BMS. It was built specifically for the needs of the largest agents and brokers in the world to serve them in a way the traditional competitors haven't been able to.

Greg Purdy: https://www.linkedin.com/in/greg-purdy-b1b5772/
Rival Insurance Technology: https://rivalit.com/

Video Version: https://youtu.be/_5M1KdgRuMA

Tony chats with Eliron Ekstein, CEO at Ravin.AI, they have built a platform that combines AI-assisted image capture technology that helps insureds get the right photos of their auto accident. It also helps prevent fraud. The platform uses AI to assess the repairs needed for that vehicle.

Eliron Ekstein: https://www.linkedin.com/in/eliron-ekstein-41609819/
Ravin: https://Ravin.ai

Video Version: https://youtu.be/cj1tJwA3Hfo

Tony chats with John Harvey, Founder and CEO at CrashBay, they are a digital marketplace for collision repair. Basically, it's an Expedia for auto-collision repair. Their mission is to connect car owners and carriers with trusted repair shops in a digital marketplace. They can significantly lower the number of days it takes to get a car repaired by making sure it makes it into the right qualified shop with the right availability right now. This is an excellent discussion on optimizing auto repairs closing the claim faster, and getting the customer back into their own vehicle ASAP.

John Harvey: https://www.linkedin.com/in/johnharveymbacrm/
CrashBay: https://www.crashbay.com/

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

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized decision support.

Episode Summary
In this episode, we explore how Thumbscore is revolutionizing the employee benefits space by applying behavioral economics principles to financial wellness programs. David shares insights on how understanding human behavior can lead to better financial decisions and improved mental health outcomes for employees.

Key Topics Discussed
- Integration of behavioral economics in financial wellness programs
- Addressing employee financial stress through personalized insights
- The connection between benefits decisions and mental health
- Importance of renters insurance and emergency savings
- Improving broker onboarding and customer experience
- Human behavior patterns and decision-making in financial contexts
- Digital transformation in the benefits space
- Personal and corporate growth parallels

Resources and Links
(https://www.thumbscore.com)

Additional Reading Materials
- "Nudge: Improving Decisions About Health, Wealth, and Happiness" by Richard Thaler and Cass Sunstein
- "Predictably Irrational" by Dan Ariely
- "The Psychology of Money" by Morgan Housel

Key Takeaways
1. Financial wellness programs are more effective when they incorporate behavioral economics principles
2. Understanding human behavior is crucial for developing effective financial support systems
3. Digital transformation is reshaping how benefits are delivered and managed
4. Personal development and corporate growth share similar behavioral patterns
5. Successful change requires both understanding individual strengths and environmental factors

Connect with David
- LinkedIn: https://www.linkedin.com/in/davidjthorne/

Episode Quotes
"The best way to help people make better financial decisions is to understand their behavioral patterns and create systems that work with, not against, human nature."

"Digital transformation in benefits isn't just about technology – it's about understanding and improving human experiences."

Video Version: https://youtu.be/kVxBL3At1P8

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized decision support.

Episode Summary
In this episode, we explore how Thumbscore is revolutionizing the employee benefits space by applying behavioral economics principles to financial wellness programs. David shares insights on how understanding human behavior can lead to better financial decisions and improved mental health outcomes for employees.

Key Topics Discussed
- Integration of behavioral economics in financial wellness programs
- Addressing employee financial stress through personalized insights
- The connection between benefits decisions and mental health
- Importance of renters insurance and emergency savings
- Improving broker onboarding and customer experience
- Human behavior patterns and decision-making in financial contexts
- Digital transformation in the benefits space
- Personal and corporate growth parallels

Resources and Links
(https://www.thumbscore.com)

Additional Reading Materials
- "Nudge: Improving Decisions About Health, Wealth, and Happiness" by Richard Thaler and Cass Sunstein
- "Predictably Irrational" by Dan Ariely
- "The Psychology of Money" by Morgan Housel

Key Takeaways
1. Financial wellness programs are more effective when they incorporate behavioral economics principles
2. Understanding human behavior is crucial for developing effective financial support systems
3. Digital transformation is reshaping how benefits are delivered and managed
4. Personal development and corporate growth share similar behavioral patterns
5. Successful change requires both understanding individual strengths and environmental factors

Connect with David
- LinkedIn: https://www.linkedin.com/in/davidjthorne/

Episode Quotes
"The best way to help people make better financial decisions is to understand their behavioral patterns and create systems that work with, not against, human nature."

"Digital transformation in benefits isn't just about technology – it's about understanding and improving human experiences."

Tony chats with Richard Spradley, Founder and CEO and Richard Spradley, SVP Insurance at Whooster. Originally developed for criminal investigations, Whooster is a sophisticated case management platform that allows the user to measure the risk of a situation they're associated with from open-source intelligence and their own data. It's used in claims investigations, bringing all their investigation information into a single platform.

Richard Spradley: https://www.linkedin.com/in/richard-spradley-1ab00918/
Gary LaFond: https://www.linkedin.com/in/gjlafond/
Whooster: https://whooster.com/

Video Version: https://youtu.be/3Wos2UpOhWM

Tony chats with Timon Gregg, Co-Founder at Strala, they are a new AI TPA. They built their own Claims Management System from the ground up with the latest technology to automate a lot of the mundane work that adjusters deal with daily, creating a better customer experience and a better work experience.

Timon Gregg: https://www.linkedin.com/in/timon-gregg-59973a190/
Strala: https://www.strala.ai/

Video Version: https://youtu.be/lH6B_NMX7XI

Tony chats with Oscar Garza, CEO of Journey Sports and President of Mexican Insurtech Association and VP of the Latin American Insurtech Alliance about insurtch in Latin America.

Oscar Garza: https://www.linkedin.com/in/oeglp/
Associación Insurtech de Mexico: https://asociacioninsurtech.mx/

Video Version:

Tony chats with Oscar Martinez, Founder of Velos, they are an AI-powered automation platform. They help operations teams automate manual processes using AI assistance with a strong focus on insurance and healthcare.

Oscar Martinez: https://www.linkedin.com/in/o-am/
Velos: https://tryvelos.com/

Video Version: https://youtu.be/P-83p9wKC28

Tony chats with Ryan Smith, President & Principal Consultant at RLS Consulting, they help agents to sort through all of the complexities around cyber security to find easier ways to protect themselves and their clients. They can also train producers to learn how to talk about cyber to help clients understand their exposure.

Ryan Smith: https://www.linkedin.com/in/ryan-smith-392b6636/

RLS Consulting: https://rlsconsulting.co/

Tony chats with Mitch McCloskey, Co-Founder and CEO at Agency Go, they help agencies outsource personal lines quoting to the Philipines, for both new business and renewals. You could wake up every morning with 5 bindable quotes for every renewal waiting for you and saving your staff hours to actually grow the business!

Mitch McClowskey: https://www.linkedin.com/in/mitch-m-5217903/

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

Tony chats with MJ Martinez, Author of "Welcome to Insuriland". MJ took his experience in claims and his passion for the insurance industry and has started a series of children's books to help kids understand insurance. A great Christmas gift for the kids in your life!

MJ Martinez: https://www.linkedin.com/in/macedonio-j-martinez-iii-a644221ab/

Welcome to Insuriland: https://welcometoinsuriland.com/

Video Version: https://youtu.be/tC5dMNikBGM

Tony chats with Roberto Salinas, Head of Business Development at LULA, they developed a tool called GAIL (Generative AI by LULA). Their conversational AI is meant to give time back to agents. Up to 60% of the time agents spend on the phone is spent on billing related questions that can be handled directly by GAIL. Overall, GAIL can take over all of those repetitive customer-facing tasks and give back time to the agents to focus on growing the book of business. GAIL can handle voice and text conversations.

Roberto Salinas: https://www.linkedin.com/in/roberto-a-salinas/
GAIL: https://www.meetgail.com/

Video Version: https://youtu.be/EBRGWZZq5HM

Tony chats with Christy Barsalaou, President & CEO at QuickFacts, a Canadian insurtech that aggregates all of the personal lines insurance underwriting information onto one platform. You get all the rules for all your markets at a glance.

Christy Barsalou: https://www.linkedin.com/in/christy-barsalou-silvestri/
QuickFacts: https://www.quickfactsinc.com/

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

Tony chats with Zach Gleason, Founder at Atlanta Sales, they help independent agents and brokers coaching, training, and managing sales people. They now have their own proprietary software sales management system specifically tuned to help insurance producers get organized with their sales efforts.

Zach Gleason: https://www.linkedin.com/in/zacharygleason/
Atlante Sales: https://atlantesales.com/

Tony chats with Craig Foster, CEO, and Jim Strickland, GM North America at Ondo Insurtech. They are creating a world leader in claims prevention technology for home insurer, specifically water prevention. Their Leakbot detects leaks, and their network of local plumbers go out to fix the leaks before they become a large claim, all paid for by your insurer! The ROI of prevention is so good that it makes sense for the insurer to pay for the plumber.

Craig Foster: https://www.linkedin.com/in/fosterc/
Jim Foster: https://www.linkedin.com/in/jimstrickland2/
Ondo Insurtech: https://www.ondoplc.com/

Video Version: https://youtu.be/BRsrT2BMuG4

Tony chats with Nick Kidd, CEO & Co-Founder at Quotey, a Canadian insurtech commercial insurance quoting marketplace for agents and brokers. From the single question about what they do, Quotey walks the broker through the correct application and finds coverage from multiple carriers. Quotey was built by a broker for brokers to fix the frustrations he had with the insurance market.

Nick Kidd: https://www.linkedin.com/in/nick-kidd-4513547/
Quotey: https://quotey.io/

Video Version: https://youtu.be/Weu9DwHQUIU

Tony chats with Robin Roberson, Co-Founder and CEO at Agentech. They create digital agents specifically trained on tasks related to claims handling. It's like each claims handler having hundreds of assistants to help them go through the data, summarizing it quickly, and allowing the claims professional to make better decisions.

Robin Roberson: https://www.linkedin.com/in/robinroberson/
Agentech: https://www.agentech.com/

Video Version: https://youtu.be/DTgH4uaDmQY

Tony chats with Elan Gefen, Go to Market Lead at Eventual Treasury, a revenue co-pilot for insurance agents and brokers. They do 3 basic things: 1. Help with auto revenue reconciliation. 2. Revenue recovery. 3. Real-time financial forecasting. Overall, they solve huge issues on the financial and accounting side of insurance agency operations.

Elan Gefen: https://www.linkedin.com/in/elan-gefen-35104365/
Eventual Treasury: https://www.eventualtreasury.com/

Video Version: https://youtu.be/dkID4hL7PaM

Tony chats with Will Betteridge, CEO at Fair, a new auto warranty insurtech created to be fully modern. They're 100% API-based and they do everything from end-to-end to deliver a better customer experience and a better product. This is a fascinating look at an obscure side of our industry.

Will Betteridge: https://www.linkedin.com/in/wbbetteridge/

Video Version: https://youtu.be/Jv-fzuc7V4Y

Tony chats with Michael Trouillon, Insurance Agency Automation Associates, they help agencies with everything related to making the most of their AMS 360. From setting up, workflows, training, consulting, and much more.

Michael Trouillon: https://www.linkedin.com/in/michaeltrouillon/

Video Version: https://youtu.be/72wVaLv9RM4

Tony chats with Hernando Gallegos, COO & Founder and Jim West, Regional Account Manager at ION, they are a guided inspection application available on any smart device. It embeds the carriers' inspection guidelines into the application and gamifies it for the adjuster.

Hernando Gallegos: https://www.linkedin.com/in/hernandogallegosjr/
Jim West: https://www.linkedin.com/in/jim270/
ION: https://www.ioninspect.com/

Video Version: https://youtu.be/XjnxNx7saNY

Tony chats with Mang-Git Ng, Founder and CEO at Anvil Foundry, the fastest way to build software for documents. They provide developers, product teams, and non-technical people the tools to take their existing documents and convert them into programmable, online, simple, guided workflows. They offer PDF Generation, PDF Filling, e-signature, and more.

Mang-Git Ng: https://www.linkedin.com/in/manggit/
Anvil Foundry: https://www.useanvil.com

Video Version: https://youtu.be/e0XlLffLUnM

Tony chats with Luke Fraser, CEO at Stepwise Innovation. They are a research and design firm that helps insurance carriers understand their customers as people and then develop growth strategies as a result of that which might include new products (both insurance and non-insurance) and new growth strategies.

Luke Fraser: https://www.linkedin.com/in/lukefraser/
Stepwise Innovation: https://www.stepwiseinnovation.com/

Video Version: https://youtu.be/6Wz1wYajg7E

Tony chats with Matthew Fastow, Co-Founder and CEO at CoverFlow, they help insurance brokerages with the most important thing, customer happiness. They automate away a huge part of the busywork that brokers and account managers find themselves doing on a day-to-day basis. They run insurance paperwork through very specialized AI models that help identify things that humans might miss.

Matthew Fastow: https://www.linkedin.com/in/matthew-fastow/
CoverFlow: https://coverflow.tech/

Video Version: https://youtu.be/Q68iPpyxX48

Tony chats with Will Alverson who is leading the new Insurance Nerds Careers, an insurance job board and more, part of Insurance Nerds.

Insurance Nerds Careers: https://careers.insnerds.com/
Will Alverson: https://www.linkedin.com/in/william-alverson/

Video Version: https://youtu.be/7Xa46-3drWQ

Tony chats with Heather Wilson, CEO at Clara Analytics, an end-to-end AI claims platform for Casualty and Comp. Clara's first appearance on Profiles in Risk was Ep. 390. Today we do an update where we talk about the evolution of Clara, how AI is affecting the insurance industry, and several other topics.

Heather Wilson: https://www.linkedin.com/in/heather-h-wilson-40a61b8/
Clara Analytics: https://claraanalytics.com/
Original Episode about Clara Analytics: https://youtu.be/gRjVwggtyFM?si=TaPkrHzdSXOEgNVK

Tony chats with Tim Maloney and Steven Romero, Co-Founders at Pre-Loss. They focus on the interception of Geospacial and P&C worlds and provide baseline scans for large commercial assets. Having a baseline scan helps prevent ambiguities at the time of loss and ensures claims are adjusted fairly.

Steve Romero: https://www.linkedin.com/in/steven-romero-cpcu-aic-arm-sega-9657b2199/

Austin Moorhead, Founder at Lava Automation, they help independent brokers setup their CRM solution including drip marketing to rocket-fuel your new business sales and renewals. They have helped several hundred agencies setup their CRM automation and getting a big ROI. They (almost) guarantee you'll see a minimum of 25% in New Business! They also do VAs. An awesome, high-energy episode to celebrate our 600th episode of Profiles in Risk.

Austin Moorhead: https://www.linkedin.com/in/austin-moorhead-8ba0b249/
Lava Automation: https://www.lavaautomation.com

Video Version: https://youtu.be/ToOJSLRlyC8

Tony chats with Julianna Muir, Founder & CEO at Vellum Insurance, they are a data and analytics platform purpose-built for the insurance industry, specifically for insurance and reinsurance companies who receive bordereaus. They help ingest, validate, standardize and aggregate that information, and then add a powerful analytics layer on top. This allows their clients to go from a reactive position to more of a proactive portfolio management relationship with their partners. After almost 600 episodes I don't remember a single episode about bordereau related technology so this is very exciting!

Julianna Muir: https://www.linkedin.com/in/julmuir/
Vellum Insurance: https://www.velluminsurance.com/

Video Version: https://youtu.be/cJ2Sxj8UE0s

Tony chats with Leandro Dallemulle, General Manager at Planck, Applied Systems; they are an AI-based platform for commercial lines underwriting and were recently acquired by Applied. They started with a focus on restaurants and bars, and have now expanded to be able to support underwriting in 80% of classes of businesses.

Leandro Dallemule: https://www.linkedin.com/in/leandrodallemule/
Planck: https://www.planckdata.com/

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

Tony chats with Isabel Rodriguez, COO at Domu.ai. They automate communications for financial services. Their natural language AI system can handle all communications over different platforms, including voice calls. As of today, their technology fully handles 98% of calls.

Isabela Rodriguez: https://www.linkedin.com/in/isabela-r-438785170/
Domu: https://Domu.ai

Video Version: https://youtu.be/XU86F5x1xVw

Tony chats with Andre Symes, Group CEO at Genasys, they are a purpose led software development organization that develops policy and claims admin technology to serve the mid-markets from quote & bind all the way to claims fulfillment. Their purpose is to bring tier 1 technology to the mid-market players. They focus on serving the $50M to $500M GWP organizations.

Andre Symes: https://www.linkedin.com/in/andre-symes/
Genasys: https://genasys.com/

Video Version: https://youtu.be/DbKjn0oIsYQ

Tony chats with Aaron Wright, Director of Strategy at Earnix, they help underwriters, actuaries, and product managers to utilize the data they have correctly, to leverage analytics and AI, simulate and forecast the results of decisions they make. Overall, it helps insurance companies to make better decisions AND to put those decisions into productions WITHOUT waiting for IT to do it for them. Fantastic conversation with Aaron who is both a CPCU and a FCAS credentialed actuary.

Aaron Wright: https://www.linkedin.com/in/aaron-wright-fcas/
Earnix: https://earnix.com/

Video Version: https://youtu.be/EcEQYt57C2Y

Tony chats with David Embry, CEO at Mylo. They started as an in-house digital agency at a top-10 global broker. Today, they operate serving underserved high-volume low-premium transitions in personal and commercial lines and a little bit of benefits. Their platform is extremely focused on efficiency and an awesome user experience and now that they are independent their platform is available to other agencies and brokerages!

David Embry: https://www.linkedin.com/in/david-embry-09920117/
Mylo: https://choosemylo.com/

Video Version: https://youtu.be/jrUQ4PcKh78

Tony chats with Harris Clarke, Co-Founder at LodgePole Insurance, they are in the process of building a better way to provide coverage for homeowners in wildfire country.

Harris Clarke: https://www.linkedin.com/in/harris-clarke-28979/
LodgePole Insurance: https://www.lodgepoleinsurance.com/

Video Version: https://youtu.be/4Be9xW4BXxg

Tony chats with Patrick Cooney, Co-Founder and President at PowerBroker AI. They serve retail and wholesale agencies with an "AI brain for insurance" which can audit a policy, tell you what's included and what's been omited. They are also in the process of building industry specialization for industries like construction.

Patrick Cooney: https://www.linkedin.com/in/patrick-cooney1/
PowerBroker AI: https://www.powerbroker.ai/

Video Version: https://youtu.be/a6cGXfmo8dY

Tony chats with Tom McClintock of Empowered Margins. They are an insurtech that works with insurance organizations to help them with their underwriting and actuarial software.

Tom McClintock: https://www.linkedin.com/in/tommcclintock/
Empowered Margins: https://www.empoweredmargins.com/

Video Version: https://youtu.be/Sm1OsXn28uM

Tony chats with Rock Schindler, Founder & CEO at SDRefinery AI, they are solving the growing problem that it takes too long for P&C claims leaders to identify processes, bottlenecks, and root causes of poor performance. They are solving that problem by reading every adjuster note and measuring key events, actions, and activities, creating operational metrics that radically increase the speed and efficiency of making the changes to improve claims outcomes.

Rock Schindler: https://www.linkedin.com/in/rock-schindler/
SD Refinery AI: https://www.sdrefinery.com/

Tony chats with Johannes Kraus, Co-Founder at YOUTH Healthtech, a smartphone-based health screening. With just your phone and 2 minutes of your phone using a face video, an audio recording, and a picture of your eye, and with that they screen for 23 biomarkers in seven health areas 🤯.

Johannes Kraus: https://www.linkedin.com/in/johannes-kraus-948040151/
Youth Healthtech: https://www.youth-healthtech.com/

Video Version: https://youtu.be/vpdN3uroWJA

Tony chats with Sandeep Haridas, EVP Business Head of Chief Strategy Officer at IntellectAI, they are focused on helping financial institutions build wealth management and insurance products. Within insurance they are a niche player focused on truly creating an underwriting ecosystem in the commercial insurance space. They are devoted and dedicated the art and science of underwriting.

Sandeep Haridas: https://www.linkedin.com/in/sandeep-haridas-cpcu/
IntellectAI: https://www.intellectai.com/

Video Version: https://youtu.be/k9xaW3LQJTc

The episode of Profiles in Risk features Dr. Yael Benvenisti discussing Israel's innovative culture in the insurtech sector. Key topics include:

Israel's entrepreneurial spirit in insurtech
Technology's role in transforming insurance, especially in gerontology
The need for new underwriting models incorporating predictive technologies
Global adoption of insurance technology

Highlights of the episode include:

Discussion of Israel's innovative insurtech ecosystem
Exploration of technology in gerontology, including social robots and passive monitoring devices
The importance of transforming insurance practices with new underwriting models
Emphasis on a customer-centric approach in insurance
Global perspectives on insurtech, with examples from Australia and Japan
Insights into the future of insurance, focusing on prevention and early detection

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

Lloyd Peters, Head of Revenue at Send, an underwriting workbench which is a single desktop that gives all underwriting a team a single place to work and progress core underwriting activity from broker submission all the way to binding and booking the policy. It includes all the activities you need in one place.

Lloyd Peters: https://www.linkedin.com/in/lloyd-peters-7293983a/
Send: https://send.technology/underwriting-workbench/

I chat with Lance Dowdell and Max Smith, Co-Founders at Motive Engage, they can help insurance agencies and insurtechs establish the foundation for their sales force: Proper sales processes, proper sales tech stack, understanding your ideal customer, onboarding your salespeople, sales enablement, getting your product/market fit right. Getting this right before bringing sales reps helps enable your success. On the marketing side they can also act as an outsourced content creator.

Lance Dowdell: https://www.linkedin.com/in/ldowdell/
Max Smith: https://www.linkedin.com/in/max-p-smith/
Motive Engage: https://motiveengage.com/

Video Version: https://youtu.be/KjJ61MvHbXs

David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

I chat with Rob Jacomen, Founder and Chief Growth Officer at HPX, they help insurance agents and brokers go from commoditized generalists to highly valued and respected specialist. They offer consulting and coaching to help you niche down, build, grow, and scale a book of business that dominates specific niches.

Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/

Video Version: https://youtu.be/8vnZ64dKHV8

The Dignity Lab
Exploring what it means to live and lead with dignity at work, in our families,...

Listen on: Apple Podcasts Spotify

Tony chats with John Loeber, Co-Founder and ceo at Limit, a digital platform that gives insurance brokers AI tools to make their day-to-day lives easier. Limit helps insurance professionals do deals faster, easier, and cheaper by taking care of the time-consuming things that kill their time. It offers a digital wholesale insurance platform with a universal application for many markets and almost instantaneous quoting. They now also offer Limit AI, an AI assistant knowledgeable about the insurance industry.

John Loeber: https://www.linkedin.com/in/jloeber/
Limit: https://www.limit.com/

Video Version: https://youtu.be/F1nfWtvbDGE

The Dignity Lab
Exploring what it means to live and lead with dignity at work, in our families,...

Listen on: Apple Podcasts Spotify

*The Feminine Advantage: An Empowering Series for Women Consultants*
Six must-listen episodes that tackle key challenges for women entrepreneurs.
Listen on: Apple Podcasts Spotify

Tony chats with Daniel Laguado, Founder & CEO at Ai Risk Management Solutions, they help property owners negotiate insurance claims independently. Born out of the frustration as an independent adjuster of not having pre-loss details on the property Daniel developed a system using drones and high-quality cameras to create 3D documentation of the entire home inside, and outside, at an affordable cost.

Daniel Laguado: https://www.linkedin.com/in/daniel-laguado-5b6568187/
AI Risk Management Solutions: https://www.airiskmanagementsolutions.com/

Video Version: https://youtu.be/lb46BOAxR70

The Dignity Lab
Exploring what it means to live and lead with dignity at work, in our families,...

Listen on: Apple Podcasts Spotify

Tony chats with Pat West, GloveBox's Carrier Relations Leader. Pat is an insurtech veteran who gives us an update on what's going on at GloveBox.

Pat West: https://www.linkedin.com/in/pat-west-977501102/
GloveBox: https://glovebox.app
First PIR Episode with GloveBox: https://www.youtube.com/watch?v=_LoiFTv6B8s
Original Episode with Pat West: https://www.youtube.com/watch?v=xp3Z5Z6_uaE

Video Version: https://youtu.be/d4XQC_3HGrM

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Tony chats with Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy. Jim runs a second-generation family agency in Georgia which is very unique in the way they hire and retain their people. My team has recruited for SSI for about 18 months so I've personally seen how well it works and that's why I invited him on the show. He also runs the Agents Growth Academy podcast to help other agents grow. A great conversation about insurance agencies with an agency recently featured on the cover of Rough Notes!

Jim Schubert: https://www.linkedin.com/in/schubertjim/
Southern States Insurance: https://southernstatesinsurance.com/
Agents Growth Academy: https://agentsgrowthacademy.com/
Rough Notes Feature: https://roughnotes.com/the-friends-and-family-plan/

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Tony chats with Richard Look and Marcus Cudd of Insurance Media Exchange IMX. A great discussion about marketing in the insurance world.

Richard Look: https://www.linkedin.com/in/rlook/
Marcus Cudd: https://www.linkedin.com/in/marcuscudd/
Insurance Media Exchange: https://insurancemediaexchange.com/

Video Version: https://youtu.be/okYMTqkL3k4

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Tony chats with Josh Levine, Founder & CEO at Cake & Arrow. They are an experienced design and product innovation firm that works exclusively with the insurance industry. They partner with carriers, distributors, and service providers to leverage human-centered design and strategy throughout all stages of the product life-cycle. A great conversation about the importance of design!

Josh Levine: https://www.linkedin.com/in/joshplevine/
Cake & Arrow: https://cakeandarrow.com/

Video Version: https://youtu.be/Nybjpm3RzHs

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Anything But Law
Discover inspiring stories and insights from entrepreneurs, athletes, and thought leaders.
Listen on: Apple Podcasts Spotify

Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal without any need for APIs or integration. The AI Coworker can reason through tasks following your example.

Vishal Rohra: https://www.linkedin.com/in/vishalrohra1/
Kay: https://www.Kay.Ai

Video Version: https://youtu.be/PtatVH-rD54

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Tony chats with Timo Loescher, VP of Strategy at DMI. We have a GREAT conversation about the insurance talent crisis and how technology might help.

Timo Loescher: https://www.linkedin.com/in/timoloescher/

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

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Tony chats with Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants. They are a merger and acquisition advisor to independent agencies.

Mike Mensch: https://www.linkedin.com/in/michaelmensch/
Agency Brokerage Consultants: https://www.agencybrokerage.com/

Video Version: https://youtu.be/8kqiHyHvJkE

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Tony chats with Michael Fiedel, Co-Founder and COO at PolicyFly, a specialty insurance focused policy management platform that is specifically distribution enabled unlike policy management systems of the past that were more back office enabled. It's fully capable of providing a fully digital experience for both underwriters and agents/brokers.

Michael Fiedel: https://www.linkedin.com/in/michaelfiedel/
PolicyFly: https://www.policyfly.com/

Video Version: https://youtu.be/_k1lJrsdkB8

The Growth Gear
Explore business growth and success strategies with Tim Jordan on 'The Growth Gear.
Listen on: Apple Podcasts Spotify

Out-of-the-box insights from digital leaders
Delivered is your window in the minds of people behind successful digital products.
Listen on: Apple Podcasts Spotify

I chat with Sean Merat, Founder & CEO at Owl.co. They utilize advanced models in order to provide deterministic indications for insurance carriers to make really accurate claims decisions as quickly as possible. They are one of the leading claims intelligence tools and are now serving 14 of the top 20 carriers in North America.

Sean Merat: https://www.linkedin.com/in/seanmerat/
Owl.co: https://www.owl.co

Video Version: https://youtu.be/GKXAr8Mx75E

I chat with David Gritz, Co-Founder and Managing Director at Insurtech NY and the MGA Lab mostly about the lab and how they help MGAs launch and grow. This is masterclass on MGA creation and you cannot miss it!

David Gritz: https://www.linkedin.com/in/davidgritz/
Insurtech NY: https://www.insurtechny.com/
MGA Lab: https://www.insurtechny.com/mga-lab/

Video Version: https://youtu.be/ELu9iQNW3iY

Tony chats with Rashid Galadanci, Co-Founder and CEO at Driver Technologies. They are a technology company that deals with driving and driving-related activities. They started with a mobile app with the idea of bringing AI safety and connectivity into the cars of today, including video and telematics. Putting all this info in the hands of the consumer, not the OEM.

Rashid Galadanci: https://www.linkedin.com/in/rashid-galadanci/
Driver Technologies Inc: https://drivertechnologies.com/

Video Version: https://youtu.be/zCXYmwD10To

Tony chats with Zehra Cataltepe, PhD, CEO at Tazi AI Systems. Returning to the show 2 years after her original appearance on Profiles in Risk. In this episode, Zehra and I discuss the real-life use cases she's seeing in the real insurance world. If you're at all interested in AI and its effects on insurance this is an ABSOLUTE must watch episode!

Zehra Cataltepe, PhD: https://www.linkedin.com/in/zehracataltepe/
Tazi AI: https://tazi.ai/
Zehra's original episode on PIR: https://youtu.be/__fvHRHsWpw?si=LYIp4hodfSbqfA6A

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

What It's Like To Be...
What's it like to be a Cattle Rancher? FBI Special Agent? Professional Santa? Find out!
Listen on: Apple Podcasts Spotify

Tony chats with Jeff Radke, Co-Founder and CEO at Accelerant Holdings. Accelerant has been around for 5 years and exists to improve the specialty insurance value chain. They are "replatforming" the specialty insurance market. They serve specialty underwriters (MGAs and MGUs) and on the other side they serve risk capital sources. Their vision is an incredibly efficient infrastructure that reduces friction as much as possible.

Jeff Radke: https://www.linkedin.com/in/jeff-radke/
Accelerant: https://accelerant.ai/

Video Version: https://youtu.be/OT_Lzaq1tIg

What It's Like To Be...
What's it like to be a Cattle Rancher? FBI Special Agent? Professional Santa? Find out!
Listen on: Apple Podcasts Spotify

Tony chats with Nicole Nwesigwa, Co-Founder and COO at iCover Insure, they deliver the best life insurance buying experience. They offer and e-app and algorithmic underwriting to small and medium-sized life carriers. They can get the consumer through the process in 5 minutes, guaranteed! They started in the fraternal space and then grew into the midrange market. Now they are launching iCover Direct to go after the direct-to-consumer channel. Very interesting stuff!

Nicole Mwesigwa: https://www.linkedin.com/in/nicole-mwesigwa-3b438b6/
iCover Insure: https://icoverinsure.com/

Video Version: https://youtu.be/p7UvVgX5ZXE

All Business. No Boundaries. The DHL Supply Chain Podcast
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts Spotify

What It's Like To Be...
What's it like to be a Cattle Rancher? FBI Special Agent? Professional Santa? Find out!
Listen on: Apple Podcasts Spotify

Tony chats with Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564. They help experts to generate more revenue through the creation of monetizable online classes.

Lynn Miller: https://www.linkedin.com/in/10xyourexpertise/
Video Version: https://youtu.be/Rf07KuzKJdY

All Business. No Boundaries. The DHL Supply Chain Podcast
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...

Listen on: Apple Podcasts Spotify

Tony chats with Eric Foster, Founder and CEO at Woop Insurance. Woop is an insurance technology platform company that works in the agency side to make personal lines insurance simple, transparent, and convenient. Their goal is to provide an unbiased database to help insurance consumers make data-based decisions.

Eric Foster: https://www.linkedin.com/in/ericfoster1/
Woop Insurance: https://www.woopinsuranceagency.com/

Video Version: https://youtu.be/u90sJhJ7h24

Authentic is an insurance infrastructure company that allows any platform that touches small businesses to start their own captive program. It's an end-to-end solution to start your own insurance program and it's not just a button that issues other carrier's paper. It actually allows you to build your own program on the back of Authentic. You actually get underwriting profit from your program! 🤯

Cole Riccardi: https://www.linkedin.com/in/cole-riccardi-63a243127/
Authentic: https://authenticinsurance.com/

Video Version: https://youtu.be/q1IiuZkIH6M

Tony chats with fellow elder millennial Mike Tansey about his insurance career. Mike spent time first in claims and underwriting in a regional carrier and then joined an independent agency. We chat about how to grow your insurance career and advice for management on how to engage and retain their Millennial and Gen Z employees.

Mike Tansey: https://www.linkedin.com/in/mike-tansey-48a62052/
Tony's book about Millennials: https://amzn.to/4eXLTpM

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

Podcasting For Brands // bring your guest we do the rest
Video episodes. Social clips. Live producer. Virtual studio. Coaching.

Tony chats with Peter Tilbrook, Founder and CEO at Loro Insurtech, the world's first free insurtech! 🤯 Loro (which means parrot in Spanish) and their vision is to be the Shopify of insurance. Shopify is the best-known shopping engine on the web. Anyone, anywhere in the world looking to digitally sell an insurance product can do that with Loro in a matter of hours and for free! How is it free? Well, it's free to get started and then the pricing is designed so that Loro's incentives and the client's incentives are aligned. They only get paid if you're successful using the platform.

Peter Tilbrook: https://www.linkedin.com/in/peter-tilbrook-50832336/
Loro Insurtech: https://www.loroinsurance.com/

Video Version: https://youtu.be/mOPaT11iNHA

Tony chats with Angie Richards, VP at Poms & Associates about her career in employee benefits and her very unique approach to that side of the insurance field.

Angie Richards: https://www.linkedin.com/in/angie-richards-402b34a/
Poms & Associates: https://www.pomsassoc.com/

Video Version: https://youtu.be/ftOvt__F-kw

In this episode of Profiles in Risk (E557), Nick Lamparelli engages with Tim Robinson and Corey Schmidt from AgencyBloc to delve into the transformative journey of their technology platform. As a CEO with extensive experience in software solutions across various industries, Tim Robinson shares his transition from web development to creating a comprehensive system designed to streamline insurance business management. AgencyBloc stands out by offering specialized, efficient tools that allow smaller health and benefits agencies to operate with the efficiency of their larger counterparts.

Throughout the discussion, the trio touches upon the delicate act of balancing diverse skill sets within a business and the significance of a SaaS company's deep understanding of its clients to provide truly valuable insights and solutions. Emphasizing the importance of customer feedback and integration with top-tier solutions, they highlight how staying at the forefront of technology is crucial for success.

The episode showcases AgencyBloc's robust AMS solution features, emphasizing its effectiveness in managing leads and sales activities. The technology's capacity for automated nurturing campaigns is also discussed, showcasing how it enables agents to forge stronger customer relationships through strategic engagement.

AgencyBloc - https://www.linkedin.com/company/agencybloc/posts/?feedView=all
Tim Robinson - https://www.linkedin.com/in/timothyjrobinson/
Cory Schmidt - https://www.linkedin.com/in/coryschmidt/

Video Version: https://youtu.be/b3PnBw0hRbM

Podcasting For Brands // bring your guest we do the rest
Video episodes. Social clips. Live producer. Virtual studio. Coaching.

Tony chats with Charlie Sidoti, Executive Director at InnSure, they are a non-profit innovation hub focused on innovation in insurance related to climate change. They look at it through the lens of what does the world need from the insurance industry to help with climate change, and is also good business for the insurance industry. How can insurance help accelerate the transition to a low-carbon economy and how does insurance need to be reimagined to close the protection gap. What a fantastic conversation you MUST listen to! We can be heroes!

Carlie Sidoti: https://www.linkedin.com/in/sidoti/
InnSure: https://innsure.org/

Video Version: https://youtu.be/kwY00XQrl1M

David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

What If? So What?
We discover what’s possible with digital and make it real in your business
Listen on: Apple Podcasts Spotify

Tony chats with Cyrus Karai, CEO at CoverForce, they help strengthen agencies by offering the best infrastructure to connect commercial P&C agencies and carriers. The help carriers digitize their access points to agents, brokers, banks, etc. They offer a unified API that lets you access several of the leading P&C commercial lines carriers.

Cyrus Karai: https://www.linkedin.com/in/cyrus-karai/
CoverForce: https://www.coverforce.com/

Video Version: https://youtu.be/VPBnapLF0ss

David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

What If? So What?
We discover what’s possible with digital and make it real in your business
Listen on: Apple Podcasts Spotify

Tony chats with Marlena Sarunac and Lubna Hameed, Co-Founders at The Company Advice. (For High Ds: actual content starts at 4:10.) They provide design leadership and execution to startups from the very beginning by bringing them in a fractional capacity. They have extensive experience in insurtech, healthtech, fintech, and more. Marketing and design is often deprioritized in the early days and then there's a lot of catching up to be done post-MVP. The Company Advice can help you infuse marketing and design thinking to help make that little MVP grow up big and strong.

Marlena Sarunac: https://www.linkedin.com/in/marlenasarun
Lubna Hameed: https://www.linkedin.com/in/lubna-sarwat-hameed/
The Company Advice: https://TheCompanyAdvice.com

Video Version: https://youtu.be/fBqg7I7fYmU

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...
Listen on: Apple Podcasts Spotify

Tony chats with Sivan Iram, Founder and CEO at Flow, they are a next-generation wholesale broker specializing in financial lines providing wholesale services that are needing help in those lines of business. A different approach - specialized in middle and small commercial, and already featuring 50 carriers.

Sivan Iram: https://www.linkedin.com/in/sivaniram/
Flow: https://www.flowspecialty.com/

Video Version: https://youtu.be/9oD0JcIPrp8

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...
Listen on: Apple Podcasts Spotify

Tony chats with Woody Klemmer, Head of Growth at ForMotiv. They use behavioral data science, a combination of behavioral analytics and real-time data science to help Life and P&C carriers to analyze how people fill out their digital applications. They call this digital body language, and it allows them to identify risk, non-disclosure, premium leakage, and more!

Woody Klemmer: https://www.linkedin.com/in/woodyklemmer/
ForMotiv: https://formotiv.com/

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

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...
Listen on: Apple Podcasts Spotify

We catch up with Joseph Zaarour, Founder at ISolvRisk. Joseph is on a mission to solve insurance and risk management's talent problem with incredibly innovative solutions. ISolvRisk is pivoting to a really cool new idea we'd love to come to fruition because it's brilliant!

Joseph Zaarour: https://www.linkedin.com/in/joseph-zaarour-8769a6177/
ISolvRisk: https://www.isolvrisk.com/

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

All Business. No Boundaries.
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...
Listen on: Apple Podcasts Spotify

I chat with Dave Olchowka, Founder and CEO at Prizm Insurance, the first and only tech-enabled insurance brokerage that catered to the high-net worth personal lines space.

Dave Olchowka: https://www.linkedin.com/in/dave-olchowka-2523ab13b/
Prizm Insurance: https://www.prizminsurance.com/

Video Version: https://youtu.be/WFCnzUtc3QM

Life, Money, and More
A Podcast Built for those who want to make their Money, and Life Better
Listen on: Apple Podcasts Spotify

Tony chats with Miguel Edwards, Founder and Principal Consultant at FiveM Consulting. Miguel is a former Carrier CIO at two different carriers and has a strong strategy background on cloud migration and data. His new consulting firm is focused on bringing his big carrier experience to the small carrier space ($100M to $500M in premium). His team of six all come from industry and provide a more personalized approach to consulting with a deep understanding of the insurance industry and insurance technology.

Miguel Edwards: https://www.youtube.com/watch?v=4SHpekNuXj4
FiveM Consulting: https://www.fivem.llc/

Video Version: https://youtu.be/4SHpekNuXj4

Tony chats with Tinsley English, Author of "Grit, Growth, and Gumption for Women". We talk about her amazing book and dig so deep into it that we literally run out of time! If you are a woman wanting to grow into leadership or who just recently got her first big promotion this is the manual you've been waiting for!

Tinsley English: https://www.linkedin.com/in/tinsleyenglish/
Griw, Growth, and Gumption for Women: https://amzn.to/4bZdGUy

That's an Amazon affiliate link.

Video Version: https://youtu.be/8yRx62g4TbU

Tony chats with Ann Boger, CEO at Bramble and Bird Consulting, a new consulting firm in the intersection of tech, insurance, healthcare, and finance. They help regulated industries solve thorny problems. They are a group of seasoned insurance and finance professionals who love to build things. They've come together to help startups, carriers, and change makers build what they're trying to build and scale it.

Ann Boger: https://www.linkedin.com/in/ann-boger/
Bramble and Bird Consulting: https://www.bramble-and-bird.com/

Video Version: https://youtu.be/w1CD6vrr8oU

Tony chats with Alex Branning, Founder of Agent CRM, a marketing and sales platform specifically built for insurance agencies to do all of marketing under one platform with a strong focus on compliance.

Alex Branning: https://www.linkedin.com/in/alexbranning/
Agent CRM: https://www.agent-crm.com/

Video Version: https://youtu.be/wFWGNp4gE7s

Video Version: https://youtu.be/bFG0dRsPHJo

If you're a young hashtag#insurance professional looking to grow your career or a hiring manager trying to recruit and retain the best young talent you absolutely should join us at RISE Professionals's 2024 Leadership Summit & Awards Gala! Use Discount Code: PARTNER24-NERDS for $200 off!

Join RISE for free: https://RiseProfessionals.com

Learn more about the RISE Leadership Summit and Awards: https://riseprofessionals.com/2024-leadership-summit-awards-gala/

Tony chats with Martha Dreilling, Co-Founder and COO at Reserv, a digitally native TPA that is rebuilding the model using best-in-class technology to aid the adjusters and marrying that with the very best adjusting talent to deliver the very best service.

Martha Dreilling: https://www.linkedin.com/in/martha-dreiling-a894679/
Reserv: https://www.reserv.com/

Video Version: https://youtu.be/S7jj-CDuq_A

David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

Tony chats with Tiana Showe, COO & Co-Founder at meshVI, they are a transportation insurance administration platform. They take all the manual processes that exist in transportation insurance: vehicle schedules, driver schedules, and much more in a single platform that's accessible by insureds, agents, wholesalers, brokers, carriers, adjusters, lienholders, certificate holders, etc. This streamlines every process in this space and makes it so much more efficient.

Tiana Schowe: https://www.linkedin.com/in/tianaschowe/
meshVi: https://www.fleetvims.com/web/index

Video Version: https://youtu.be/1xP6ZB5Gqzk

David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

Tony chats with Valkyrie Holmes Co-Founder and CEO at Faura, they help homeowners understand how likely their home is to survive a natural disaster after a 10 minute app-based assessment. A dollar of mitigation can prevent $4 to $7 in avoided future losses.

Valkyrie Holmes: https://www.linkedin.com/in/valkyrieholmes/
Faura: https://faura.us/

Video Version: https://youtu.be/AitL7NTltsQ

David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

Tony chats with Chantal Roberts, long-time insurance professional, fellow CPCU, and author of the new book "Once Upon a Claim". A wonderful, uplifting conversation you should not miss!

Chantal Roberts: https://www.linkedin.com/in/chantal-roberts-cmrconsulting/
Once Upon a Claim: https://amzn.to/3wi1b7n

Video Version: https://youtu.be/Tnst7XAEA58

Tony chats with Gage Caligaris, Founder and CEO at Ledgebrook, a tech-enabled E&S MGA. Using data and insurance expertise to improve E&S. Taking the best of modern technology and the best of insurance people and combining that into a compelling offering for the brokers that set you up with faster and more consistent quotes.

Gage Caligaris: https://youtu.be/HQ_KDqhwD1o
Ledgebrook: https://www.ledgebrook.com/

Video Version: https://youtu.be/HQ_KDqhwD1o

Tony chats with Vivek Kaliraman, Founder at Perci, they are an all-in-one disaster preparedness solution to help consumers protect their family and their home. It can also be offered as an employee benefit. Almost two thirds of people are not prepared for disasters!

Vivek Kaliraman: https://www.linkedin.com/in/vivek-kaliraman/
Perci: https://perci.us/

Video Version: https://youtu.be/YUdANakV6g4

Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify

Tony chats with Manish Khetan, Co-Founder and President of Xceedance. They are basically an insurance company without capital and distribution! How does that work!?!?! They specialize in helping insurtech and insurance organizations, especially in P&C Large Commercial space. Once an insurance company has secured capital and has a distribution network, Xceedance can manage the entire rest of the operations from submissions to renewals, including claims and everything in between. They operate in the US, Europe, and Asia. A truly fascinating conversation you don't want to miss!

Manish Khetan: https://www.linkedin.com/in/manish-khetan/
Xceedance: https://xceedance.com/

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

Tony chats with Andrew Suesserman, Chief Revenue Officer at Affinity Advisors, a digital insurance platform, where retail brokers, wholesaler brokers, and associations who work with a lot of small and middle market businesses can use the platform to very quickly rate, quote and bind various types of insurance including: Cyber, D&O, EPLI, and other miscellaneous coverages.

Andrew Suesserman: https://www.linkedin.com/in/andrew-suesserman/
Affinity Advisors: https://www.affinity-advisors.com/

Video Version: https://youtu.be/FhQXJ7P41Dc

Tony chats with Cory Schmidt, CTO & Co-Founder at AgencyBloc, an agency management system for Life and Health agencies. Started in 2008 out of the need for an AMS for Life and Health MGAs with a heavy focus on wholesaling. It has now grown into an all-encompassing wholesale and retail AMS.

Cory Schmidt: https://www.linkedin.com/in/coryschmidt/
AgencyBloc: https://www.agencybloc.com/

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

Tony chats with Vamsi Danturti about his career from India to the US, from Deloitte to Capgemini to SalesForce, and more. Great conversation about the IT side of insurance to the business side. Lots of great advice on this episode!

Vamsi Danturti: https://www.linkedin.com/in/vamsidanturti/

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

Tony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons in a fascinating insurance career.

Kerry Macca: https://www.linkedin.com/in/kerrymacca/

Video Version: https://youtu.be/40Yc47f9lyA

Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th.

Tanya Coburn: https://www.linkedin.com/in/tanyacoburn/
Amplify Broker TechFest: https://www.trufla.com/amplify/

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

Tony chats with Raghav Tanna, Co-Founder and CEO at Tarmika. This is Raghav's first podcast appearance since the Applied acquisition. Tarmika is a small commercial rating platform designed to be an agency-facing tool that gets you multiple quotes from multiple carriers. Built over the course of five years before being acquired by Applied. Tarmika's goal is to save agency Account Managers a ton of time. A wonderful conversation about Tarmika, Raghav's career, and Epic.

Raghav Tanna: https://www.linkedin.com/in/raghav-tanna-659377100/
Tarmika: https://www.tarmika.com/

Tony chats with Jackson Fregeau, Co-Founder and CEO at Quandri. They are an automated and intelligence platform that helps agencies make better decisions and better revenue.

Jackson Fregeau: https://www.linkedin.com/in/jackson-fregeau-073737158/
Quandri: https://www.quandri.io/

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

Tony chats with Jay Menna, CEO and Founder at Underwriters Technologies. They are an online rate and issue platform for specialty programs that runs over 100 specialty programs over the last 20 years. There are 477 steps in the life of an insurance policy. Their software can configure all 477 steps. Very interesting conversation about the specialty side!

Jay Menna: https://www.linkedin.com/in/jaymenna/
Underwiter Technologies: https://www.undtec.com/

Video Version: https://youtu.be/gbGdpsrhsX8

In this ridiculously fun and high-energy episode Tony chats with Dr. Claire Muselman, Behavioral Scientist | Dynamic Keynote Speaker | Influential Professor | COO | Inspiring Author | Empowering Leadership Coach, and so much more. Quite simply, don't miss this one!

Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/
Dr. Claire's ridic awesome website: https://www.drclairemuselman.com/

Video version: https://youtu.be/tanctO5UWNI

Tony chats with Daniel Metcalf, Co-Founder and President at CyberFin. They offer cyber security as a service providing all-in-one cyber security to insurance agents AND their customers. If you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer!

Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf/
CyberFin: https://cyberfin.net/

Video Version: https://youtu.be/r2TnXGCBEtI

Tony chats with incredible rockstar Waleed Zayid, an incredible rockstar that went from the sales call center at Geico to a Director in the same companies in record breaking time. Waleed's story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals. This is a must watch episode!

Waleed Sayid: https://www.linkedin.com/in/waleed-zayid/

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

Tony chats Skip Gilleland, Director of Product Development at DisburseCloud. They make payments as simply as sending an email to the received and let them choose which of many, many ways to actually get paid. Your claimants can even choose to get their claims payment TODAY at any CVS or Walmart.

Skip Gilleland: https://www.linkedin.com/in/skipgilleland/
DisburseCloud: https://www.tranzpay.io/

Video Version: https://youtu.be/vhuai-S13qI

Tony chats with Aaron Ammar, Co-Founder and CEO at Briteside. They help independent agents and brokers by taking any insurance document, upload it into Briteside, and quite literally talk to it! What are the limits of my policy? Do you have a summary for me? Ask it potential claims scenario. Compare two policies side by side. This is AMAZING! Don't miss this one!

Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/
Briteside: https://www.brightsideai.com/

Video Version: https://youtu.be/fnsrDQ-E51c

Tony chats with Jane Wang, Co-Founder and CEO at Optimity. They exist to help people live healthier and longer. A holistic approach to physical health, mental health, and financial wellness. Their platform has codified 30 years of behavior science and created a lot of ways to help people proactively improve all these important things.

Jane Wang: https://www.linkedin.com/in/janejwang/
Optimity: https://www.myoptimity.com/

Video Version: https://youtu.be/Hm_y348PaMw

Tony chats with Jeremy Keating, Co-Founder and Director at The Price Writer, a General Insurance (P&C) pricing services company. They work with leaders in GI pricing to solve their problems using The Price Writer 9 Step Method. A very interesting conversation about insurance pricing and the future of pricing.

Jeremy Keating: https://www.linkedin.com/in/jeremy-keating/
The Price Writer: https://www.thepricewriter.com/

Video Version: https://youtu.be/K9Wnp-MnVEs

Tony chats with Megan Thomas, Owner at The Social Coverage Collective, a done-for-you social media option for insurance agents to help them stand out online and be the go-to agent in their space.

Megan Thomas: https://www.linkedin.com/in/meganethomas/
The Social Coverage Collective: https://www.socialcoveragecollective.com/

Tony chats with Jane Vevea about her career from life insurance to insurtech. Lots of lessons and advice for young insurance pros!

Jane Vevea: https://www.linkedin.com/in/jane-vevea-clu/
Video Version: https://youtu.be/DIcOUG7DUlc

Tony chats with Connor Thomson, generational speaker for the CPCU class of 2023 and law student. We chat about why insurance, and especially claims is an awesome career, and why he did CPCU and chose to go to law school.

Connor Thomson: https://www.linkedin.com/in/sam-michaels-7aa350172

Video Version: https://youtu.be/_LgBvM7nALc

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now also do automated communications, websites, web chat, text messaging, and so much more.

Torey Maerz: https://www.linkedin.com/in/toreym/
ClientCircle: https://www.clientcircle.com/
Prior appearance on PIR Ep. 249: https://www.youtube.com/watch?v=orWnvJBFYfg
Video version of this episode: https://youtu.be/ybgCQsG3ai0

Charles Morgan, Co-Founder at ScreeCred. 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

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

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

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

Recorded live at ITC 2023, I chat with Tim Hardcastle, CEO and Co-Founder at Instanda. First he interviews me, then we chat about Instanda, and then I do a little magic for him.

For a deeper dive into Instanda they also appeared on PIR Ep. 269: https://www.youtube.com/watch?v=0FbFH1rts-c

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

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

Tony chats with Akil Balachandran, Founder at BlueMind.App. They are a digital assistant companion for financial advisors, enabling them to do better in front of clients. Everything an advisor needs at a glance on one elegant platform.

Akil Balachandran: https://www.linkedin.com/in/akilbluemind/
BlueMind: https://BlueMind.app

Video Version: https://youtu.be/NYI2vGnqBa8

Matthew Kay, COO and Mike Deleo, CEO at Talem AI. 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

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

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

Tony chats with Chris Schrenk, Chief Underwriting Officer at NeuralMetrics. They were created to solve a lot of questions when it comes to small business insurance how to really know some of the important underwriting attributes of any specific small business. They help classify the business correctly and can quickly find a lot of the important risk attributes of each small risk to help the underwriter quickly reach a proper decision.

Chris Schrenk: https://www.linkedin.com/in/chris-schrenk-b50a439/
NeuralMetrics: https://www.neuralmetrics.ai

Video Version: https://youtu.be/k_I2DjMRImc

Mental health is crucially important to your wellbeing and career. Yet, before 2020 we basically never talked about Mental Health in the corporate world, it was a taboo. Luckily things have changed. In 2022, Tony happened to see 3 sessions at insurance conferences about mental health including a fantastic panel at AppliedNet. In today's episode two of the panelists come on Profiles in Risk, to talk about their Mental Health journeys.

Ryan Deeds: https://www.linkedin.com/in/ryancdeeds/
Brenden Corr: https://www.linkedin.com/in/brenden-corr-75a17013/

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

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

Tony chats with Michael Vervena, VP of Sales and Marketing at iGUIDE, a property documentation company offers a camera system that uses lidar measurement technology with 360 panoramic images to document the built world. It measures and creates digital twins of interior spaces, which can be incredibly useful for property claims.

Michael Vervena: https://www.linkedin.com/in/michaelvervenasalesmarketing/

iGUIDE: https://goiguide.com/

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

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

Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entry's into the US market through the merger with Broker Buddha and why there's great synergy between the two companies.

Jason Keck: https://www.linkedin.com/in/jasonkeck/
Hayden Parra: https://www.linkedin.com/in/hayden-parra-83b413a2/
Broker Buddha: https://www.brokerbuddha.com/
Acturis: https://www.acturis.com/

Jason's prior appearances:

https://www.youtube.com/watch?v=nfP8X-IlImM
https://youtu.be/gzk0CLygPxY?si=t0HeY6KUt0Jxd3io

Tony chats with Peter Dawson of the 831B Institute. Section 831(B) section was setup by Congress in 1986 to provide an insurance solution for small business owners to procure insurance that's not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives

831(B) Institute: https://www.831binstitute.org/
Video Version: https://youtu.be/dLREptpPnlg

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

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

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

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/

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/

Tony chats with Marco Benitez, CEO and Co-Founder at Rook. They enable any brand in the digital health and insurance ecosystems to use data from any wearable device and turn it into actionable insights and predictions. Their API already has more than 300 wearables integrated.

Marco Benitez: https://www.linkedin.com/in/marcobzg/
Rook: https://www.tryrook.io/

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

Zach Mefferd, Co-Founder and CEO at ZipBonds.com, 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

Tony chats with Dr. Billy Williams, CEO of Williams Family Insurance and Investment Group. We chat about his history in the agency space from captive to independent to investor. We also talk about his book "Sales Objection Pocket Guide"

Dr. Billy William: https://www.linkedin.com/in/billyrwilliams/

Sales Objection Pocket Guide: https://www.amazon.com/Responses-Overcome-Sales-Objections-Pocket/dp/B0CLSD9SDY/ref=sr_1_1?crid=2MCG4Q9RXFYZE&keywords=sales+objection+pocket+guide+billy+williams&qid=1702307363&s=home-automation&sprefix=sales+objection+%2Csmart-home%2C154&sr=1-1

Video Version: https://youtu.be/UMVg8Yhp7ow

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

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

"Show me one insurance company and I'll show you ONE insurance company" - Former Boss

Technology has changed more in the past 25 years than it has in the past 250! And most of us wouldn't be surprised if this acceleration, accelerates!

This rapid change has caused havoc in an industry such as insurance that has not had much evolutionary change in 100 years. Insurers were one of the fastest adopters of technology when computing went mainframe in the late 60's. Yet today, many of the companies we work for are considered dinosaurs to technologists who come into this space. What happened?

Well, in an industry that is highly regulated, risk averse, with mediocre profit margins, insurance companies (and when I refer to insurance companies, I mean, companies in the insurance ecosystem) just could not keep up with the changes. The changes not only came too rapidly, but at the scale of insurance, transitioning with those changes was not economically feasible. Insurance companies just do not have the business margins to be able to handle investments in technological infrastructure because of the massive scale that that infrastructure needs to support. Insurance companies were able to handle the (what seemed like a) slow transition to desktop computing, which allowed those companies to hide their mainframes. But then servers came around, then the internet, then big data, then social media, then the cloud (and now AI) in succession and many of the companies we work with have been unable to evolve with those trends. Some have and many of those were economically "punished".

Imagine a company whose CTO championed a massive digital investment from the mainframe systems to a server based solution. Implementation costs were in the tens or hundreds of millions. ROI? Probably descent and with enough time, likely to be very positive...EXCEPT

The next CTO is now championing another digital transformation from servers to cloud and insurance execs who are old enough are VERY WARY about this big investment. Why? Because in 5 years, what is the new technology that is going to disrupt cloud? Quantum computing? Who knows, but fool me once, shame on you, fool me twice, shame on me!

And THAT is the dilemma of the insurance industry. It's not the lack of desire to modernize, it's that the underlying economic fundamentals of our business cant justify the transformation costs. At the margins that insurance operates, technology investments need to be on very long life cycles to deliver the ROI to justify the initial investment.

And this is the nature of the conversation that Bruce Broussard, Managing Partner of Percipience and I had in this Episode of Profiles in Risk. Bruce is a long-time insurtech technologies. He's seen all of the technology and he's seen all of the challenges insurance companies have had over the decades with implementation. Bruce cuts to the chase around insurtech and discusses how his firm solves this problem. Percipience thinks in terms of flexibility. How can they bring solutions that are flexible for yesterday's and today's architecture but have characteristics that allow the solution to remain flexible 5-10 or even 20 years out??

There is also a life lesson to be learned from this episode. Many technical folks come into insurance and lose their edge as they get engrossed with the day to day of the companies they work with and not necessary able to stay sharp at the cutting edge of technology. As you will hear, Bruce keeps his skills sharp in a most unique way. Bruce has been working with and a part of a group of horse racing gamblers for years. Bruce was able to turn their methodology into a coded algorithm that can automatically generate racing predictions. Bruce keeps his skills sharp by reinventing that algorithm Bruce will rewrite the code and the tech stack using modern tools so he can stay on top of the trends in modern computing. It's a way to keep his

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

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

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

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

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

Tony chats with Terry Wang, Co-Founder and CEO at Cios. They have created a brand new insurance product that tenants can buy and it protects them if they need to move before the end of their lease. We chat about why the product is needed, how they went about creating and underwriting it, and so much more. Very interesting conversation about the creation of a brand new insurance product.

Terry Wang: https://www.linkedin.com/in/terrencewang925/
Cios: https://www.getcios.com

Video Version: https://youtu.be/Ctk20fv4K8w

Tony chats with returning guest Bill Murray about his career, his new role, the experience of job searching within insurance, advice for current job searchers, and his new book: "Enquire to Inspire: 20 Questions to Mentor Your Innovation Team to Success"

Bill Murray: https://www.linkedin.com/in/bill-murray-mentor/

Bills prior episode on PIR: https://www.youtube.com/watch?v=L7eiDE5CyIc

Preorder Enquire to Inspire Book: https://www.crowdmall.co/products/930170-book-enquire-to-inspire-20-questions-to-mentor-your-innovation-team-to-success?_pos=1&_sid=530a509ce&_ss=r

Video Version: https://youtu.be/U9g6GSe2_bo

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

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

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

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

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

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

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

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

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

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

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

Tony chats with returning Profiles in Risk guest Myranda Elizabeth Joseph. Myranda appeared on the show as a doe-eyed 23-year-old independent insurance agent and Risk Management and Insurance (RMI) Student (Episode 131) and has since had immense career and personal growth. In this catch-up conversation we talked about her career, what she's learned, and what advice she has for new insurance professionals.

Myranda Elizabeth Joseph: https://www.linkedin.com/in/myranda-elizabeth-joseph-a5263067/
PIR Ep. 131: https://youtu.be/OFoYf4lI_8s?si=w9e6xQ--RhhhPyru

YouTube Version: https://youtu.be/y-LF7e7UoEQ

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

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

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

Tony chats with Sindre Halaal, CEO, and Founder at SalesScreen. They are a sales gamification platform. It helps engage your workforce making their activity into more of a game-like environment which makes it more pleasant and more fun to do. You can create real-time competition. You can put visualization at the center to create accountability. You can implement a reward system. It works both for in-office and for hybrid and remote teams.

Sindre Halaal: https://www.youtube.com/watch?v=Q_DUDpeuopE
SalesScreen: https://www.salesscreen.com/

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

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

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

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

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

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

Tony chats with Mike Koscielny, long-time insurance executive, former President of the CPCU Society, and author of Born2Lead. We chat about Mike's iconic career, his incredible role at the CPCU Society as mentor to my entire generation, and his new book about leadership. So much to learn from this episode and the book:

Mike: https://www.linkedin.com/in/michael-koscielny-mba-cpcu-cic-3424985/

Born2Lead: https://Born2Lead.net

Video Version: https://www.youtube.com/watch?v=pzm1CRZAe30

Tony chats Joanne Artesani, Founder and CEO at Sproutr. An insurance design and build firm. They do the actual building of insurance products including the appetite and guidelines. They help founders articulate their vision into actionable pieces. They can handle rate, rule, and form drafting. The entire architecture of the vision and the goal. More than anything they help insurance/insurtech visionaries support their vision.

Joanne Artesani: https://www.linkedin.com/in/joanne-artesani-insurance-leader/

Sproutr: https://www.sproutr.com/

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

David 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

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

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

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

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

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/

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

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

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

Tony chats with Dave Connors, Co-Founder and CEO at DistriBind. They are curing the insurance industry of our spreadsheet addiction, a data exchange platform with a special focus on delegated authority. They provide a lot of validation, data cleansing, and most importantly validation to provide a lot of much-needed certainty.

Dave Connors: https://www.linkedin.com/in/daveconnorsinsurtech/
DistriBind: https://www.distribind.io/

YouTube Version: https://youtu.be/PX7Ep7X-Jho

Nick Lamparelli is back in a new leading role as Managing Partner of Insurance Nerds. On today's episode, we announce massive changes to Insurance Nerds that will be rolling out over the Fall of 2023 and into 2024 turning us into much more than we have been in the past, and into a much more unified platform for #insurance learning, community, and career growth!

Nick Lamparelli: https://www.linkedin.com/in/nicklamparelli/
Insurance Nerds: https://InsNerds.com

Video Version: https://youtu.be/1CexkrF66ng

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

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

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

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

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

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

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

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

Tony chats with Rod Powell, insurance agent and author of "Black Pioneers of the American Insurance Industry". We absolutely love author interviews and this one really blew us away!

Rod Powell: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-rebc-clcs-86801616/

Black Pioneers of the American Insurance Industry: https://amzn.to/3OodDHu

Video Version: https://youtu.be/P-tWLtZc3lw

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

Tony chats with Scott Ham, CEO at Pinpoint Predictive, they provide the P&C industry with the earliest and most accurate lost predictions and risk scores from just a name and address, enabling carriers to fast-track profitable growth. This is some very impressive to help you grow intelligently!

Scott Ham: https://www.linkedin.com/in/scottham1/
Pinpoint Predictive: https://pinpointpredictive-20366300.hs-sites.com/contactus

https://youtu.be/j4sfjbv6QTA

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

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

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

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

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

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

Overpowered Tools
Stop losing customers to a missed phone call with Missed Call Text-Back!

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

Overpowered Tools
Stop losing customers to a missed phone call with Missed Call Text-Back!

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

Tony chats with Misha Bleymaier-Farrish, insurance executive, consultant, and author of The GSD Factor. Misha's story is amazing and her book is an easy read, and incredibly motivating. This is a really fun episode you don't want to miss! Plus, the hats!

Misha: https://www.linkedin.com/in/mishableymaierfarrish/

The GSD Factor: https://www.amazon.com/GSD-Factor-Confident-Professional-Empowerment/dp/B0C4G48SCR/ref=sr_1_1?crid=2TAKHUNDTS68Z&keywords=the+gsd+factor&qid=1688557712&sprefix=the+gsd+facto%2Caps%2C233&sr=8-1

Video Version: https://youtu.be/wR1GRS1fbOs

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

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

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

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

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

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

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/

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

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

Tony chats with Jess Dantice, Founder & CEO at Zenjuries. He used to run a Work Comp-focused agency and was disappointed with the experience his clients were getting. He created Zenjuries to improve the user experience through an app that fixes the 3 clogged arteries in the work comp process. Zenjuries can be licensed to any WC entity that wants a better user experience. They get 90% of claims submitted within 4 hours and significantly lower loss ratios and e-mods.

Jess Dantice: https://www.linkedin.com/in/jessdantice/
Zenjuries: https://www.zenjuries.com/

Video Version: https://youtu.be/QKHk7cVNC4E

Nick Coenen, Principal and Co-Founder at Wikifri. 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

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

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

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

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

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

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

Two passionate CPCU nerds chat about the designation and Stacy's adventure creating InsuranceExamGuides.com

Stacy Trinh: https://www.linkedin.com/in/stacy-trinh/

Video Version: https://youtu.be/Ibwc4TFtm10

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

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/

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

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

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/

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

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

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

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

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

Tony chats with Jacob Geyer and Mike Seling about exciting news coming from CompScience.

Video Version: https://youtu.be/Gal9emOjh9M

Tony chats with Nick Cavanaugh, Founder at Sensible. Nick is a climate scientist and avid outdoorsman, both of which led him to create Sensible, a parametric insurance platform with its own weather and climate tech that provides a weather guarantee to consumers who are doing things outside. Basically, when it rains and it ruins your day, Sensible pays you back.

Nick Cavanugh: https://www.linkedin.com/in/nick-cavanaugh-31384824/
Sensible: https://www.sensibleweather.com/

Video Version: https://youtu.be/6Nz8qjIbmj8

Tony chat with life insurance expert Tony Steuer about why and how P&C agents should do at least basic Life Insurance for their clients.

Tony Steuer: https://www.linkedin.com/in/tonysteuer/
https://TonySteuer.com

Discount code for 20% of any of his PDF books: INSNERDS20

Video Version: https://youtu.be/og6_Oc2hHdQ

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

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

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

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

Tony chats with Chris Casaleggio, a long-time claims professional about his book "Adjusting to a Career in Claims. It is my great pleasure to support authors writing about the insurance industry and especially when it comes to the claims side where I get so many calls of people burning out. Anything we can do to give them the right tools to thrive is a huge win/win.

Chris Casaleggio: https://www.linkedin.com/in/casaleggio/

Adjusting to a Career in Claims: https://amzn.to/3J4TogT

Video Version: https://youtu.be/mPAYT1xIrHc

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

Tony chats with Carolyn Kousky, AVP at the Environmental Defense Fund and author of "Understanding Disaster Insurance" about her book and how insurance and risk management can help the world adapt better.

Carolyn Kousky: https://www.linkedin.com/in/ckousky/
Understanding Disaster Insurance: https://www.amazon.com/Understanding-Disaster-Insurance-Resilient-Future/dp/1642832251/ref=sr_1_1?crid=1ABV22GDJN6I8&keywords=Understanding+disaster+insurance&qid=1673882268&s=books&sprefix=understanding+disaster+insuranc%2Cstripbooks%2C140&sr=1-1

Video Version: https://youtu.be/yR-OXmBFHVg

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

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

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

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

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

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

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

Tony chats with Chuck Blondino about his career in insurance sales management and his new book "The Remarkable Insurance Agency".

Chuck Blondino: https://www.linkedin.com/in/chuckblondino/
The Remarkable Insurance Agency: https://www.amazon.com/Remarkable-Insurance-Agency-Increasing-Community/dp/B0BJ4MH25M/ref=sr_1_1?keywords=Remarkable+Insurance+Agency&qid=1670333629&sr=8-1

Video Version: https://youtu.be/nkmKgwbs8D0

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

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

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

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

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

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

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

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

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

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/

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/

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/

Tony chats with Lauren Jordan, AVP TPA Delivery at EXL. I didn't know anything about how TPAs work in the Life and Disability space and learned a TON in this episode!

Laurel Jordan: https://www.linkedin.com/in/laurel-jordan/
EXL: https://www.exlservice.com/

Diandra Nims 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

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/

Tony chats with Art Harrison, Chief Growth Officer at Daylight. They improve all the interactions between people and process. They improve all the interactions between people and processes. They help organizations build digital experience in front of any business rules either for customers or employees. They make efficient business processes into great customer and employee experiences. #Insurance #Insurtech

Art Harrison: https://www.linkedin.com/in/artharrison/
Daylight: https://daylight.io/

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/

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/

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/

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/

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/

Tony has a candid conversation with David Fontain, CEO at Foresight about recent changes at the company including a significant downsizing.

Video version: https://www.youtube.com/watch?v=pd0qJzRss6Y

Tony chats with Roy Mill, Co-Founder and CEO at Joshu. A platform for insurance product development and distribution. They enable insurance product owners at MGAs and Carriers, to build, deploy, and update their products for digital distributions on the platform. It shrinks the process of product development to allow the product owner to experiment on the platform before committing major resources to full development (without losing control over your product). A VERY interesting episode!

For the High Ds you can skip ahead to 5:00 where we actually start chatting insurance.

Roy Mill: https://www.linkedin.com/in/roymill/
Joshu: https://lp.joshuins.com/learn-more

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/cIUp4SSZOVE

Tony chats with Actuarial Leader, Survivor Finalist, and author of the book Winning Conditions, mostly about her awesome book.

Christine Hofbeck: https://www.linkedin.com/in/christinehofbeck/
Winning Conditions: https://amzn.to/3LklOCY

Insurance Nerds gets a cut if you buy it using the link above.

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Winning Conditions: How to Achieve the Professional Success You Deserve by Managing the Details That Matter

Video Version: https://www.youtube.com/watch?v=g26mkf9ozS4

Tony chats with Josh Butler, Founder and CEO, and Jacob Geyer, Chief Insurance Officer at CompScience. They are on a mission to prevent workplace accidents. They're bringing perception technology from the autonomous vehicle industry into insurance for this crucial purpose. They package that technology into Workers' Comp.

Josh Butler: https://www.linkedin.com/in/josh-butler/
Jacob Geyer: https://www.linkedin.com/in/jacob-geyer/
CompScience: https://www.compscience.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/FZiNI4NFqJc

Tony chats with Sri Ramaswamy, Founder and Co-Founder at Charlee.ai, a predictive analytics engine that provides context and explanations along with predictions and insights thus avoiding the black box problem. Currently, they're focusing on Litigation Management, Severity Management, and Claims Portfolio Management. #insurance #insurance #claims

Sri Ramaswamy: https://www.linkedin.com/in/sriramaswamy1/
Charlee.ai: https://charlee.ai/contact-us/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/8hcFo2MNQ6g

Tony chats with Tanner Hackett, CEO at Counterpart. They are an insurtech MGU focused on the very old-fashioned Management Liability side of insurance. A fascinating conversation!

Tanner Hackett: https://www.linkedin.com/in/tannerhackett/
Counterpart: https://yourcounterpart.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/kh_3uZnDwko

Tony chats with two young actuaries that are visibly improving the actuarial space for future actuaries. AN AMAZING CONVERSATION! Don't miss it!

Dominic Lee: https://www.linkedin.com/in/dominic-lee-acas-149b7228/
Chelsea Adler: https://www.linkedin.com/in/chelsea-adler-fcas-maaa/

Extensive Show Notes (because actuaries):

Dominic's social:
Instagram: @themaverickactuary
https://www.instagram.com/themaverickactuary/

YouTube: @Dominic Lee
https://youtu.be/_Ba5wBGeUBk

Twitter: @maverickactuary
https://twitter.com/maverickactuary

TikTok: @themaverickactuary
https://vm.tiktok.com/TTPdALSMBc/

Chelsea's Social:

YouTube: https://youtube.com/c/ChelseaAdlerFCAS
Blog: InspiringActuaries.com
IG: https:/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/jIiQP_4pC8Y

Tony chats with Chris Senkbile, CEO at Ferro. Ferro helps speed up renewals for insurance agents by 75% 🤯! Note for High Ds: Jump to 10:50 where we start talking about insurance. Chris is a broker (to this day) and recognized his customers hated THE PROCESS of insurance, and identified that commercial P&C needed a true client platform so he went ahead and created it. #BrokerTech #Insurance #Insurtech

Chris Senkbile: https://www.linkedin.com/in/chris-senkbile-06926240/
Project Ferro: https://projectferro.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://www.youtube.com/watch?v=xGQyIKHhvvc&t=1s

In one of the weirdest insurance content creator mashups I could've ever imagined, Darren Bloomfield chats with Chris Stanley, author of 21 books, Founder and CEO at IA Path. They discuss independent adjusters (IAs), claims, the future of insurance, carefully crafting a live you love, and so much more. An incredibly fun episode! #insurance #claims #independentadjuster #insurtech

Chris Stanley: https://www.linkedin.com/in/iapath/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/41Mvjmx-DXY

Darren Bloomfield chats with Diandra Nims about her life as a Media Liability Underwriter. #Insurance #Insurtech #careers

Diandra: https://www.linkedin.com/in/diandra-nims-a3042349/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

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

Tony chats with Coach Joe Lukacs, Founder at Magellan Network about his experience coaching financial advisors and insurance agents, and about the mindset, habits, and motivations needed for sales success. A very fun conversation!

Coach Joe Lukacs: https://www.linkedin.com/in/coachjoelukacs/
Magellan Network and Mastermind: https://www.magellannetwork.net/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

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/

Video Version: https://youtu.be/Tyf3UeQRbIU

Tony chats with Ben Lewis, VP of Insurance at Edge Case Research. Edge Case Research and Edge Case Risk Management help companies go to market with safe autonomous technology AKA self-driving cars. A fascinating conversation about this crucially important topic of the future of insurance.

Ben Lewis: https://www.linkedin.com/in/rpibenjaminlewis/
Edge Case: https://www.ecr.ai/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/ZEeUjPecVt8

Tony chats with Bobbie Shrivastav, Co-Founder and Chief Product Officer at Benekiva. Bobbie and her team have created a platform for Life, Annuity, and Disability insurance to help them with claims processing handling claims intake all the way to payout including audit, all from a claimant first perspective. #insurance #insurtech #lifeinsurance

Bobbie Shrivastav: https://www.linkedin.com/in/bobbieshrivastav/
Benekiva: https://benekiva.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

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

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify

Stories and Strategies for Public Relations
Communication is in every facet of our daily business.
Listen on: Apple Podcasts Spotify

Video Version: https://www.youtube.com/watch?v=N2X3wa6qTNM&t=1s

Tony chats with Kate Stillwell about why and how she built the first parametric earthquake insurance product in the US. An incredibly interesting conversation that you simply don't want to miss.

Kate Stillwell: https://www.linkedin.com/in/stillwellkate/
Jumpstart: https://www.jumpstartinsurance.com/
Neptune Flood: https://neptuneflood.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/QLLJJg8n4u0

Tony chats with David Wright, an actuary turned salesperson, and life-long nerd and deep thinker. David runs the amazing The Not Unreasonable Podcast. David is authoring a series of essays titled "The Social Science of Insurance" that I expect will quickly become #insurance classics!

The Social Science of Insurance: https://notunreasonable.com/the-social-science-of-insurance/

David Wright: https://www.linkedin.com/in/david-wright-73661214/
The Not Unreasonable Podcast: https://notunreasonable.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

Video Version: https://youtu.be/VGzOh8V2_a8

Tony chats with Frank Giaoui, Founder and President at Optimalex. Frank holds a PhD in Compared Law & Economics from La Sorbonne. He's also a Post-Doc researcher at Columbia in Contract Law & Economics. His company Optimalex takes Legal Predictive Intelligence to the highest level of accuracy and fairness: their suite of legal predictive solutions analyzes settlements and legal decisions on damages compensation through up-to-date machine learning and natural language processing techniques. #insurance #insurtech #legaltech

Frank Giaoui: https://www.linkedin.com/in/franckgiaoui/
Optimalex: https://www.optimalexsolutions.com/

Mortgage Connects, an MGIC Podcast
Insights and tips from top mortgage industry pros!
Listen on: Apple Podcasts Spotify

Today in Manufacturing
Inside the biggest stories impacting U.S. manufacturing.
Listen on: Apple Podcasts Spotify

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/

Video Version: https://youtu.be/08VUZw9cKwQ

Julianna Parsons has awesome experience in Life Insurance Underwriting and would love to get some P&C underwriting experience and is seeking her next adventure.

Julianna Parsons: https://www.linkedin.com/in/jparsonsledbetter/

Video Version: https://youtu.be/qFlWJ8GoWLg

Tony chat with Carl Ziadé and Jean-Pierre Vertil, Co-Founders at Gaya. They are working to help insurance agencies expand their offerings by making it easy to help your clients with better auto financing. We also discuss vampire insurance, UFO insurance, and why I was wearing a giant patch on my neck even though I'm not a smoker! A fun episode you don't want to miss.

Carl Ziade: https://www.linkedin.com/in/carlziade/
Jean-Pierre Vertil: https://www.linkedin.com/in/jpvertil/
Gaya: https://www.gayafi.com/

Video Version: https://youtu.be/KZy3auM9Bwk

Tony chats with Alicia Sandlin about her incredible career in #insurance and #insurtech. There's a lot to learn here for young professionals! As of recording date Alicia is available for her next adventure, but hurry, she might be taken soon.

Alicia Sandlin: https://www.linkedin.com/in/aliciasfo/

Video Version: https://youtu.be/oKAzHeVS57s

Tony chats with Andrew Peet about why #insurance and #insurtech organizations should hire more former teachers, professors, and educators. A wonderful conversation!

Andrew Peet: https://www.linkedin.com/in/andrew-peet-7382079/

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

Tony chats with Niji Sabharwal, Co-Founder and CEO at AgentSync, the insurance producer compliance management platform for retail agents, wholesalers, and carriers. They get agents from hand-raises to ready to sell as quickly and efficiently as possible.

Niji Sabharwal: https://www.linkedin.com/in/akaniji/
AgentSync: https://agentsync.io/

Video Version: https://youtu.be/wLIyv66Jmgc

Tony chats with Amanda Cohen, Director of Product at Resolver. Resolver transforms Risk Management into Risk Intelligence. Their intuitive and integrated risk software for enterprise organizations offers solutions for corporate security, risk & compliance, and information security teams. Resolver empowers businesses to respond effectively to regulatory and market shifts, to discover insights from security and risk incidents, and to streamline risk operations throughout the organization.

Amanda Cohen: https://www.linkedin.com/in/amanda-cohen-0b4b81a6/
Resolver: https://www.resolver.com/

Video Version: https://youtu.be/HLec3_o9f9w

Tony chats with Philip Charles-Pierre, CEO & Co-Founder at Semsee. Semsee is a single entry multiple carrier interface. A platform that helps agents connect to carriers. They have a strong focus on risk mitigation for small businesses and focused on coverage, not just on price.

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

Video Version: https://youtu.be/oBWeXt-xLns

Tony chats with Michael Lebor, CEO at InsuranceGIG, an app market designed specifically for #InsurTech making access to #insurance technology easier, faster, and without risk.

Michael Lebor: https://www.linkedin.com/in/michaellebor/
InsuranceGIG: https://www.InsuranceGig.com

Video Version: https://youtu.be/Jg1qz-ksedA

Tony chats with Garrett Kurtt, Founder & CEO and Jessi West Gutesky, Director of Marketing at OneClick Code. They make it possible for adjusters, roofers, and anyone else to get all the information they need about local building codes in one click. Pretty cool for claims!

Garrett: https://www.linkedin.com/in/garrettkurtt/
Jessi: https://www.linkedin.com/in/jessi-west-lundeen-29081ab4/
OneClick Code: https://www.oneclickcode.com/

Video Version: https://youtu.be/nEld7lEn7gk

Tony chats with Ifty Kerzner, Co-Founder & President at Kissterrra, the world's first insurance marketing operation system! They help insurance carriers focused on the US run effective, efficient, and profitable digital marketing and distribution campaigns.

Ifty Kerzner: https://www.linkedin.com/in/ifty-kerzner/
Kissterra: https://kissterra.com/

Video Version: https://youtu.be/YSsro6Td8E8

Tony chats with Steph Tulley, Founder and CEO at Actuology, the first automated advisor service, especially for #insurance and #insurtech. It's a very cool commercial insurance marketplace with an awesome interface. They're still very early in the process, but it looks very cool!

Steph Tulley: https://www.linkedin.com/in/stephtulley/
Actuology: https://actuology.com/

Video Version: https://youtu.be/Bc0JOaA99DQ

Tony chats with Wes Becknell, VP of Marketing at Rocklake Insurance Group. Rocklake is an online trucking MGA, they harness the power of technology and analytics to help you with your trucking risks.

Wes Becknell: https://www.linkedin.com/in/wbecknell/
Rocklake Insurance Group: https://rocklakeig.com/

Video Version: https://youtu.be/J1aP12BI4Ug

Tony chats with Jonathan Maloney, Director of Distribution at Talage, getting into more detail on how Talage partners with brokers and wholesalers.

Jonathan Maloney: https://www.linkedin.com/in/jonathanmaloney/
Talage: https://www.talageins.com/insnerds?utm_campaign=Insurance%20Nerds&utm_source=youtube&utm_medium=paidsocial&utm_content=Video%20Sponsor

Today's episode is sponsored by Talage - The API Driven Digital Distribution Platform for Commercial Insurance. Learn more: https://www.talageins.com/insnerds?utm_campaign=Insurance%20Nerds&utm_source=youtube&utm_medium=paidsocial&utm_content=Video%20Sponsor

Video Version: https://youtu.be/Xc3O3_TvPos

Tony chats with Jason Cutter, Founder and CEO at Cutter Consulting Group about sales, salespeople, sales leadership, and how to get it right. An absolutely mandatory conversation for anyone in sales or managing sales organizations!

Jason Cutter: https://www.linkedin.com/in/jascut/
Cutter Consulting Group: https://www.cutterconsultinggroup.com/

Video Version: https://youtu.be/aBOT0Jpsr1M

Insurance Nerds is sponsored by Talage: The API Driven Commercial Distribution Platform. Learn more: https://www.talageins.com/insnerds?ut...

Tony chats with Aaron Ammar, Chief Insurance Officer at Roamly who is a rarity. He's a second time insurtech founder! Roamly is an insurtech focused on offering RV insurance.

Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/
Roamly: https://www.roamly.com/

Video Version: https://youtu.be/XngSCaPPu3w

Today's episode is sponsored by Talage - The API Driven Digital Distribution Platform for Commercial Insurance. Learn more: https://www.talageins.com/insnerds?utm_campaign=Insurance%20Nerds&utm_source=youtube&utm_medium=paidsocial&utm_content=Video%20Sponsor

Tony chats with Michelle Bothe, CEO at Finsure Consulting. Michelle has partnered with several insurtechs to help them figure out the right tech stacks for them. This was is one fascinating conversation!

Michelle: https://www.linkedin.com/in/mbothe/
Finsure Consulting: https://www.finsure.us/

https://youtu.be/72OaBQEN5qE

Tony chats with Alex Frommeyer, Founder and CEO at Beam Benefits about how they have revolutionized the group benefits process for small and medium-sized businesses with their digitally native platform, AI-powered underwriting, and Beam Perks program.

Alex Frommeyer: https://www.linkedin.com/in/alexfrommeyer/
Beam Benefits: https://www.beambenefits.com/

Video Version: https://youtu.be/96ThwM1bhDk

Tony chats with Eran Shirazi, Co-Founder and CTO at EasySend. With offices in Israel, the US, Japan, Australia and Germany, EasySend serves the insurance industry giving us a much better way to send required paperwork in a much more efficient way that's less frustrating both to your staff and to the customer.

Eran Shirazi: https://www.linkedin.com/in/eranshirazi/
EasySend: https://www.easysend.io/

Video Version: https://www.youtube.com/watch?v=vI6Frmf0zNU

Tony chats with Carlos Miguel Vidan and Patrick Kelahan about The Insurance Elephant, their new effort to help insurtechs in developing markets scale, raise funds and improve their operations.

Carlos Miguel: https://www.linkedin.com/in/carlos-miguel-vidal/
Patrick: https://www.linkedin.com/in/patrickkelahan/

Video Version: https://www.youtube.com/watch?v=dnM15AHPpPM

Tony chat swith Eyhab Aejaz, Co-Founder and CEO at Breach. They created the first regulated insurance product for retail crypto investors. Fascinating conversation on why and how they created this product and how it is underwriten.

Eyhab Aejaz: https://www.linkedin.com/in/eyhabaejaz/
Breach: https://www.breachinsured.com/

Video Version: https://www.youtube.com/watch?v=2vsRVfyS3pY

Tony chats with Isaac Hicks, CEO at Slipbot, which helps reinsurers automatically documents Treaty and Facultative Reinsurance Slips.

Isaac Hicks: https://www.linkedin.com/in/issac-hicks-13148264/
Slipbot: https://get.slipbot.io/slipbot/

Video Version: https://www.youtube.com/watch?v=K36kt89nN3s

Tony chats with Tomer Kashi, Co-Founder and CEO at VOOM. They are a full-stack digital insurance company for mobility including commercial drones and by the mile motorcycle #insurance.

Tomer Kashi: https://www.linkedin.com/in/tomer-kashi-b7a910b7/
VOOM: https://www.voominsurance.com/

Video Version: https://www.youtube.com/watch?v=7GrSqROyCL4

For important legal information related to FOXO’s SPAC announcement, please see the following SEC disclosure at bit.ly/social-disclaimer.

Tony chats with Jon Sabes, CEO at FOXO Technologies about the Life Insurance industry, and how FOXO is transforming the global longevity insurance industry with a next-generation underwriting protocol and consumer engagement platform based on epigenetic technology and insights. A fascinating conversation!

Jon Sabes: https://www.linkedin.com/in/jon-sabes-14368257/
FOXO Technologies: https://foxotechnologies.com/

Video Version: https://www.youtube.com/watch?v=OmB6t--4xwg

Tony chats with Layla Atya, Founder at Quantumerge about the exotic world of Transactional Liability Insurance. Did you know there was such a thing as insurance for M&A?

Layla Atya: https://www.linkedin.com/in/tlatya/
Quantumerge: https://quantumerge.com/

Video Version: https://www.youtube.com/watch?v=dnVJ8PmTnJ0

Tony chats with Dustin Walsey, Co-Founder at Buckle about how they built insurance for the sharing economy and especially ride-share and delivery drivers.

Dustin Walsey: https://www.linkedin.com/in/dustin-walsey/
Buckle: https://www.buckleup.com/

Video Version: https://www.youtube.com/watch?v=oDED-B9qRag&t=1s

Darren chats with Jeremy Gottschalk, and insurance attorney and founder of Marketplace Risk.

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/

Video Version: https://www.youtube.com/watch?v=gMKdxt6a_P4

Tony chats with Daniel Demetri, Founder and CEO at Trellis. They help insurance consumers find the right insurance for them, not just based on price, but also based on coverages and much more.

Daniel Demetri: https://www.linkedin.com/in/danieldemetri/
Trellis: https://trellisconnect.com/

Video Version: https://www.youtube.com/watch?v=JH95KV4zdS8

Tony chats with Steve Lekas and Joe Emison, Co-Founders at Branch about their full-stack home and auto insurtech carrier and much more wonderful nerding out about insurance. I was very impressed by them!

Steve Lekas: https://www.linkedin.com/in/steve-lekas/
Joe Emison: https://www.linkedin.com/in/joemastersemison/
Branch: https://www.ourbranch.com/

Video Version: https://www.youtube.com/watch?v=_RKXwIH-xW4

Tony chats with Steve Anderson, Co-Founder & CEO at Catalyit about how he was tapped on the shoulder by a group of state Big I associations and ended up creaitng Catalyit, which is dedicated to helping insurance agencies and brokerages to discover, evaluate, select and finally implement the technologies needed to thrive going forward. One of the biggest challenges brokerages face is figuring out which of the literally thousands of technology options to implement. Catalyit can help and at a mind-blowing price point.

Steve Anderson: https://www.linkedin.com/in/stevetn/
Catalyit: https://catalyit.com/forleaders/

Video Version: https://www.youtube.com/watch?v=YBK4EnZTprU

Tony chats with Ryne Ring, Head of Insurance at Bunker, an insurtech turned agency who has "resurrected".

Ryne Ring: https://www.linkedin.com/in/ryne-ring-2418b22a/
Bunker: https://enterprise.buildbunker.com/

https://www.youtube.com/watch?v=3dfTqebfM24

Tony Chats with John Warren, a life-long Life Insurance experience who has been playing in the intersection between life insurance and insurtech. We talk about Life, Annuities, etc distribution in the modern environment, what he has learned rolling out 3 platforms at different carriers and why insurance is a wonderful industries.

John Warren: https://www.linkedin.com/in/jrwarren/

Video Version: https://www.youtube.com/watch?v=1OjxicJ5-80

Tony chats with Beau Bratton, Founder and CEO at Ricochet360. We go a bit deep on different types of dialers work and how their software gives even small agents superpowers for their outbound sales efforts. Very interesting stuff, I had no idea that this level of sophistication was available outside of very large call centers.

Beau Bratton: https://www.linkedin.com/in/beaubratton/
Ricochet360: https://www.ricochet360.com/

Video Version: https://www.youtube.com/watch?v=OH4jvZJs2sQ

Tony chats with Matthew Sutika, Chief Insurance Officer at Obie about how and why Obie decided to improve the insurance options for landlords who own multiple dwellings.

Matthew Sutika: https://www.linkedin.com/in/matthew-sutika-a9a98013a/
Obie: https://www.obierisk.com/

Video Version: https://www.youtube.com/watch?v=KNIDJRdHsiE

Nick chats with Laura Gregory about insurance litigation. Originally recorded for the Yellow Book Podcast but now released under the Profiles in Risk umbrella.

Laura Gregory: https://www.linkedin.com/in/laura-gregory/

Video Version: https://www.youtube.com/watch?v=gUTnza9xvy4

Tony chats with Andrew Wynn, Co-Founder at Ascend, a modern all-in one payment system built for insurance, even E&S and premium finance!

Andrew Wynn: https://www.linkedin.com/in/wynnandrewj/
Ascend: https://www.UseAscend.com

Video Version: https://www.youtube.com/watch?v=KG1CJxdgjFs

Tony chats with Jeff Shi, long time agent and now CEO at QuoteHound, which helps agents strategically manage leads in a more effective way.

Jeff Shi: https://www.linkedin.com/in/jeffshiva/
QuoteHound: https://www.quotehound.com/

Video Version: https://www.youtube.com/watch?v=RtucmcSHlsg&t=222s

Tony chats with Adam Keifer, CEO & Co-Founder at Talage, a complete digital distribution platform for small commercial insurance.

Adam Keifer: https://www.linkedin.com/in/adamkiefer/
Talage: https://www.talageins.com

Video Version: https://www.youtube.com/watch?v=2AG3FGmjhKs

Tony chats with David McFarland, Founder and CEO at Coterie, an insurance manufacturer who works with both traditional and non-traditional distribution partners with a strong focus in the small commercial space.

David McFarland: https://www.linkedin.com/in/davidmcfarland23/
Coterie: https://coterieinsurance.com/

Video Version: https://www.youtube.com/watch?v=-VvnG0WOrcY

Tony chats with Brendan Corr of The Loss Run Pros about this weirdly inefficient part of the insurance process and how they're helping agencies get loss runs much more efficiently.

Brendan Corr: https://www.linkedin.com/in/brenden-corr-75a17013/
Loss Run Pros: https://www.lossrunpro.com/

Video Version: https://www.youtube.com/watch?v=1I3_Z2DPVtQ

Tony chats with Hugues Bertin, CEO at Digital Insurance LatAm about the Latin America Insurtech space.

Hugues Bertin: https://www.linkedin.com/in/bertinhugues/
Digital Insurance LatAm: https://www.digitalinsurance.lat/

Video Version: https://www.youtube.com/watch?v=HLLf9pvBzOE

Tony chats with Dan Woods, CEO at Socotra, the first truly modern core insurance system that is truly cloud. Socotra is used by many insurtech MGAs as their policy admin and underwriting system. I learned a lot in this conversation. Don't miss it!

Dan Woods: https://www.linkedin.com/in/danwoods1/
Socotra: https://www.socotra.com/

Video Version: https://www.youtube.com/watch?v=RGirxhfnfjc

Tony chats with Patrick Zerarka, CEO at EzyTise about how they help #insurance agencies with their sales and marketing automation system.

Patrick Zerarka: https://www.linkedin.com/in/patrickzerarka/
EzyTise: https://ezytise.com/

Video Version: https://www.youtube.com/watch?v=TLCbFQCIF8U&t=2s

Tony chats with David Fontain, Founder and CEO at Foresight about their recent fundraising, the future of insurtech, the planned expansion of Foresight and more!

David Fontain: https://www.linkedin.com/in/davidfontain/
Foresight: https://getforesight.com/

Video Version: https://www.youtube.com/watch?v=ZgrFDUzgBw8

I chat with Kelly Wade and Diana DePaola at Staff Boom. They can help agencies and MGAs outsource some of your service needs.

Kelly Wade: https://www.linkedin.com/in/kelly-wade-141596157/
Diana DePaola: https://www.linkedin.com/in/diana-depaola-b0b3a45a/
Staff Boom: https://www.staffboom.com/

Video Version: https://www.youtube.com/watch?v=__TGVmutEbw

Tony chats with Michael Pallas, Co-Founder at Flow Flood Insurance about Flood, Biggert-Waters, Flood 2.0 and what it's like to get an insurtech off of the ground.

Michael Pallas: https://www.linkedin.com/in/michaelpallas/
Flow Flood: https://flowinsurance.com/

Video Version: https://www.youtube.com/watch?v=hkeeHOI7h0c

Darren Bloomfield chats with Julian Sylestro about his experience in Cyber, both insurance and response.

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

Video Version: https://www.youtube.com/watch?v=nuurh-W-2aY

Tony chats with Jocelyn Getson about Bindable, an insurtech and digital brokerage firm transforming the embedded and affinity insurance business

Jocelyn: https://www.linkedin.com/in/jocelyn-getson/
Bindable: https://bindable.com/

Video Version: https://www.youtube.com/watch?v=aLiwVc7i_LY

Tony chats with Sergey Litvinenko, Co-Founder and CEO at Koop Technologies about autonomous vehicles and how Koop can help carriers deal with this new world.

Sergey: https://www.linkedin.com/in/sergey-from-koop/
Koop: https://www.koop.ai/

Video Version: https://www.youtube.com/watch?v=ipgZy6pZITk

I chatted with Peter MacDonald about Wunderite's mission to be the very best tool for independent agents and brokers to collaboratively fill out insurance applications (including supplementals and schedules). Created by brokers, for brokers, and a graduate of the BrokerTech accelerator. In this fun chat we talked about insurance, farms, petting zoos, going through two accelerators at once, and how to choose the right accelerator.

Peter: https://www.linkedin.com/in/petemacdonald/
Wunderite: https://www.wunderite.com/

Video version: https://www.youtube.com/watch?v=QS8Qm-rFfmI

Tony chats with Peter Velardi, CEO at ReferMe IQ about the importance of referrals, and most importantly how to make sure the behaviors that we know lead to referrals never get missed.

Peter Velardi: https://www.linkedin.com/in/psvelardi/
ReferMe IQ: https://www.refermeiq.com/

Video Version: https://www.youtube.com/watch?v=IWI1zxTT6nM

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

Charles: https://www.linkedin.com/in/charlesmerritt/
Buddy: https://buddy.insure/

Video Version: https://www.youtube.com/watch?v=mBYBQpfRycY

Tony chats with Andrew Jernigan, CEO at Insured Nomads about the international health insurance market and how Covid radically changed the world of nomads.

Andrew Jernigan: https://www.linkedin.com/in/andrewjernigan/
Insured Nomads: https://www.insurednomads.com/

Video Version: https://www.youtube.com/watch?v=YarMk2dd6f8

Tony chats with Frank Sentner about his lifetime of experience in the insurance technology space since the late 1970s. A great conversation about the history, present and future of insurance technology in the agency space.

Frank Sentner: https://www.linkedin.com/in/franksentner/

Video Version: https://www.youtube.com/watch?v=MCy85UcyFGk&t=89s

Tony chats with Aaron Mikulsky, former insurance executive and operations expert about his career, his consulting company and about leadership in general.

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

Video Version: https://www.youtube.com/watch?v=y0iKmH1ON5E

Tony chats with Kevin Abramson, President at Cover Whale, an insurtech MGA transforming the commercial auto industry using data to make the road safer and save lives.

Kevin Abramson: https://www.linkedin.com/in/kevin-abramson-7175915/
Cover Whale: https://www.coverwhale.com/

Video Version: https://www.youtube.com/watch?v=mCub54WV_70

Tony chats with Dr. Hannah Farber, PhD about her book "Underwriters of the United States: How Insurance Shaped the American Founding" about her fascinating book. This book will be as important for #insurance as "Against the Gods".

The book: https://www.amazon.com/Underwriters-United-States-Insurance-University/dp/1469663635/ref=sr_1_1?keywords=underwriters+of+the+united+states&qid=1647863996&sprefix=underwriters+of+the%2Caps%2C59&sr=8-1

Underwriters of the United States: How Insurance Shaped the American Founding (Published by the Omohundro Institute of Early American History and Culture and the University of North Carolina Press)

Video Version: https://www.youtube.com/watch?v=xJbC6hX5xfE

Chatted with Assaf Henkin, President at Sproutt, a very cool life insurance platform that is modernizing the application process which historically has been beyond painful.

Assaf Henkin: https://www.linkedin.com/in/ahenkin/
Sproutt: https://sproutt.com/

Video Version: https://www.youtube.com/watch?v=oiTmFst3qkk

I met Karina at CPCU In-2-Risk. 2021 and was impressed by her passion for the surety bonds side of insurance. We finally got together to record a video about careers in the surety side of the industry.

Karina Plus: https://www.linkedin.com/in/karinafic/

Video Version: https://www.youtube.com/watch?v=2E2BDd3tmPk

Tony chats with Adam Meshekow, Co-Founder and Chief Growth Officer at Leap about how they're modernizing the Deposit Replacement and Rent Guaranty areas of insurance which I knew nothing about before this conversation. Very interesting area!

Adam: https://www.linkedin.com/in/adammeshekow/
Leap: https://www.leapeasy.com/

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/

Video Version: https://www.youtube.com/watch?v=9H_531N0CSo

Jon Broder is an attorney unhappy with the way attorneys work when it comes to insurance claims and has started a few different startups to address this issue from Vortex Legal to have somebody attend a deposition, to Zip Claims and DepoAI. A very interesting conversation about the state of legal claims technology.

Jon Broder: https://www.linkedin.com/in/jonbroder/
Vortex Legal: https://vortexlegal.com/
ZipClaims: https://zipclaims.com/

Video Version: https://www.youtube.com/watch?v=NttM6ZOneHw&t=1s

I chatted with Brian Fritton, CEO at Havoc Shield about cyber risks, especially for small businesses and how Havoc Shield can protect even your small agencies.

Brian Fritton: https://www.linkedin.com/in/bfritton/
Havoc Shield: https://havocshield.com/product

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

Video Version: https://www.youtube.com/watch?v=3Loi50ZA1QM

Nick Lamparelli chats with Katelyn Johnson of AmFam Ventures about the insurtech venture market.

Video version: https://www.youtube.com/watch?v=wNxKcNVENi4&t=7s

Billy - Solutions for today's contractors

Amit: https://www.linkedin.com/in/amit-kalra-cpcu-mba-04846617/
Billy: https://billyforinsurance.com/

Video Version: https://www.youtube.com/watch?v=LRmkpM2Ny4Q

In this episode originally record for the Yellow Book Road but now released through Profiles in Risk, Nick Lamparelli chats with Insurance legend Bill Wilson and his son John about insurance and sports gambling and how risk is managed in these two worlds.

Video Version: https://www.youtube.com/watch?v=xvNioyLTWEc

Tony has a great conversation with Stuart Winchester, CEO and Founder at Marbel, about insurance, behavioral economics and how a reward system can not only retain your insureds but also make them into better risks.

Stuart: https://www.linkedin.com/in/stuartwin...
Marble: https://www.marblepay.com/

Video Version: https://www.youtube.com/watch?v=ZFyXEooeOTA

Nick chats with Itay Ben Zaken about Honeycom, which offers Real Estate Insurance Reinvented. Better coverage in a fraction of the time at a fraction of the cost.

Itay Ben-Zaken: https://www.linkedin.com/in/itai-ben-...
Honeycomb: https://honeycombinsurance.com/

https://www.youtube.com/watch?v=JZlODteeZ3M

Kate Dixon spent decades in executive compensation at gigantic companies and then starting a coaching company to help people better negotiate pay. You can't afford to miss this episode.

Kate Dixon: https://www.linkedin.com/in/kate-dixon-coach/
Kate's Book: https://www.amazon.com/Pay-UP-Unlocking-Insider-Negotiation/

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/

Video Version: https://youtu.be/q3AiUsCOR5c

Tony chats with Sarah Muniz, the author of the new book "Undiscovered Voices: Unlocking the Potential of Women in Insurance", published by Insurance Nerds.

Sarah: https://www.linkedin.com/in/sarah-muniz-a83b2794/
Undiscovered Voices: https://www.amazon.com/Undiscovered-Voices-Unlocking-Potential-Insurance/dp/B09QP3M8SB/ref=sr_1_1?crid=2UJ1O877L5AKE&keywords=Undiscovered+Voices&qid=1643980163&s=books&sprefix=undiscovered+voices%2Cstripbooks%2C97&sr=1-1

Undiscovered Voices: Unlocking the Potential of Women in Insurance

Video Version: https://youtu.be/GtI4_p3EgZA

Nick Lamparelli returns as host for a few episodes! In episode 277 Nick chats about #insurance #analytics with Piyush Singh and Jeroen Morrenhof of Friss.

Piyush: https://www.linkedin.com/in/piyush-singh-5199442/
Joroen: https://www.linkedin.com/in/jeroenmorrenhof/
Friss: https://www.friss.com/

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.

Video Version: https://youtu.be/0ZH3GYLMB58

Tony chats with Kim Beach who is empowering women in the insurance buying process by creating a national network of female insurance agents who have a passion to serve women insurance buyers.

Kim Beach: https://www.linkedin.com/in/kimbeach/
Insure Women: https://www.insurewomen.com/

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/

Video Version: https://youtu.be/iab6gJE1ajg

Tony chats with Rachel Olney about her company Geosite which offers a way to better utilize geospacial data. They started in the defense side and they've now spread to other industries including insurance. This was a fantastic conversation with a brilliant founder.

Rachel Olney: https://www.linkedin.com/in/rachelolney/
Geosite: https://www.geosite.io/

Video version: https://www.youtube.com/watch?v=X4KKU7c4-vw

Elissa Kelly made it to the C-level of a Fortune 100 insurance company and then decided to transition to an executive coaching career instead. In this awesome conversation we discuss her career and her approach to coaching people at all stages in their career.

Elissa Kelly: https://www.linkedin.com/in/elissalkelly/
Her coaching website: https://elissakelly.com/

Video Version: https://youtu.be/CBkNa5qLKFE

Tony chats with David Kelly. Bobtrak handles Producer Portfolio Management for both brokers and carriers. After 15 years of building solutions like this for different carriers, he finally decided to create an off-the-shelf solution for it.

YouTube Version: https://youtube.com/watch?v=zsqTAkuq2wg

Darren chats with Seung Yoo, a fellow RMI grad, who has spent his whole career on the Risk Management side. Great opportunity to learn about the Risk Management side.

Video Version: https://www.youtube.com/watch?v=QBu71PiwR4E

Tony chats with Ema Roloff about transformation and automation and how Naviant can help insurance organizations the complicated world of technology.

Ema: https://www.linkedin.com/in/emaroloff/
Naviant: https://naviant.com/

Video Version: https://www.youtube.com/watch?v=z6bPFY1aEko

Tony chats with Elisa Stampf about her career in both the carrier and broker space, and how she decided that things have to get better. In 2020 she launched Insure Equality, a non-profit tech company committed to help bring deep cultural change to the insurance industry through tech-enabled accountability. This is probably the most important podcast episode we've ever recorded.

Elisa: https://www.linkedin.com/in/elisa-sta...
Insure Equality: https://insureequality.org/
Elisa on Bound & Determined: https://podcasts.apple.com/us/podcast/4-02-is-this-as-good-as-it-gets-with-elisa-stampf/id1494531636?i=1000542112630

Video Version: https://www.youtube.com/watch?v=jetYDY1J3xc

In Episode 5 of A Day in the Life Darren interviews Nir Kossovsky, CEO of Steel City Re the world's only parametric reputation insurer. This one is deep and fascinating. Even I learned a lot about insurance, its history and the idea of insurance (or the lack thereof) as a signaling device in society and the market!

Nir Kossovsky: https://www.linkedin.com/in/kossovsky/
Steel City Re: https://steelcityre.com/

Video Version: https://youtu.be/0FbFH1rts-c

Tony chats with Greg Murphy of INSTANDA. Greg was the VP of Business Transformation at a traditional US P&C carrier when INSTANDA came around and told them they could stand up a new product in a few weeks. He gave them a shot and was blown away, so much so he ended up joining them. It's rare that I'm truly blown away by one of the insurtechs I interview, this was one of those times.

Greg Murphy: https://www.linkedin.com/in/gregmurphy24/
Instanda: https://instanda.com/

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

In episode 269 of Profiles in Risk, Tony chats with Pete Grant, CEO at Safesite about risk management in dangerous industries and how this engineer decided things could get better. Safesite can help you streamline and ensure your compliance activities and drive team safety.

Pete Grant: https://www.linkedin.com/in/petergrantsafesite/
Safesite: https://safesitehq.com/

Video Version: https://youtu.be/YKlnDhbwy70

In episode 268 of Profiles in Risk, Tony chats with Anand Rangathan about AI and how the insurance ecosystem can better find answers in their data in natural language.

Anand: https://www.linkedin.com/in/anand-ranganathan/
Unscrambl: https://unscrambl.com/

Video Version: https://www.youtube.com/watch?v=IrjqqKEQt2k

I learned a lot about the Life side of insurance chatting with Dustin Yoder about Sureify and how they can help either P&C or Life agents.

Dustin Yoder: https://www.linkedin.com/in/dustingyoder/
Sureify: https://www.sureify.com/

Video Version: https://www.youtube.com/watch?v=SeUD9nsqk7M

In Episode 4 of A Day in the Life, Darren interviews Brett Dresner, Casualty Broker at AmWINS. I learned a ton about the real day to day of the wholesale side of insurance!

Brett Dresner: https://www.linkedin.com/in/brett-dresner-cpcu-cris-arm-asli-83950741/

Video version: https://www.youtube.com/watch?v=j81ujC7yIno

In episode 3 of A Day in the Life, Darren interviews Zach Finn, formerly known as Professor Zach, about this career that has spanned many different parts of insurance including building the Butler RMI program. An AMAZING conversation.

Zach Finn: https://www.linkedin.com/in/zachary-finn-msm-arm-ains-b235095/

Video Version: https://www.youtube.com/watch?v=hewDhqrfEMk

Tony chats with Rachel Robinson of Siege Technology Solutions about why and how they decided to build the best secret weapon for agency's of every size. They're working on some really cool stuff! You don't want to miss out. Their system REPLACES the old legacy AMS Systems. Their system is a new AMS and CRM system combined into one Single Platform.

Rachel: https://www.linkedin.com/in/crrobison/
Siege Technology Solutions: https://www.siegeaos.com/

Video Version: https://youtu.be/x0aLaPfYZgs

Carlos Miguel Vidal chats with Tony about his insurance and insurtech career which has taken him from Peru to the US to the UK and back. He's proof perfect of how fascinating an insurance career can be, especially when you get an international opportunity. Lots to learn here!

Carlos Miguel Vidal: https://www.linkedin.com/in/carlos-miguel-vidal/

Video Version: https://www.youtube.com/watch?v=CpJYSCfGfeo

David was an executive and then he became a career and leadership coach. This fascinating conversation touched on so many things from how #insurance CEOs miss the opportunity to engage their people by talking too much about premiums and too little about about mission, to so many other things about how to grow and why a coach might make sense.

David: https://www.linkedin.com/in/careerlea...
Mach 10: https://mach10career.com/

Video Option: https://youtu.be/vt4bcHqjVvk

In Episode 2 of his brand new Insurance Nerds podcast Darren Bloomfield chats with George Dalle-Molle, RMI Freshman at Butler University - Lacy School of Business's RMI Program. Ever wondered what the RMI programs are like from the perspective of a new student? George is an absolute rarity, he showed up to study RMI while most get recruited into the program once they're already there. #Insurance #Talent #NextGeneration #GenZ

Video Version: https://www.youtube.com/watch?v=1p55X5Z7BHU

Cyber is critical today and in the future of insurance and of pretty much every other industry that uses computes... Great conversation with Guy Simpkin about Cyber and how you can train your people on Cyber at all levels.

Guy: https://www.linkedin.com/in/guy-simkin/
Cyber Academy: https://www.cyberinsuranceacademy.com/

Video Version: https://youtu.be/xVfq1MK-Lzs

Tony Cañas of Profiles in Risk and Andrew Correll of Beyond the Policy in one epic crossover episode!

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

In Episode 262 of Profiles in Risk, Tony chats with Zehra Cataltepe, who holds an MS and then a PHD in Computer Science, both from Cal Tech and is now CEO of Tazi.ai about the future of AI in insurance and how low-code AI can change radically improve your results. An incredible episode!

Zehra Cataltepe: https://www.linkedin.com/in/zehra-cataltepe-22853a15/

Tazi.AI: https://www.Tazi.AI

Video Version: https://youtu.be/pUTE4cTD2eE

A Day in the Life of a Cyber Broker. Darren interviews Alex Clark, Cyber Risk Advisor at Hylant.

Alex: https://www.linkedin.com/in/alexander-clark-56bb7183/

Video Version: https://youtu.be/-yQ8l4Ftbjg

Tony chats with Temitope Adeyeme, who is building the world's first by the mile auto insurer, in Nigeria, as a proof of concept to take India by storm. This is an amazing story!

Temitope: https://www.linkedin.com/in/temitope-a-829768102/

Video Version: https://youtu.be/7xOOURcn9x8

Incredible interview with Jessica Chitwood Long. “I might be the first lesbian, heavily tattooed, pierced, President [in the industry] but I won’t be the last.” Don't miss Jessica's incredible story!

Jessica Chitwood Long: https://www.linkedin.com/in/jessica-chitwood-44a3b8202/

Commercial Insurance Partner: https://commercialinsurancepartner.com/

YouTube version: https://youtu.be/wD3dVOmLlv8

Tony chats with Gen Zer, about to graduate RMI Senior Darren Bloomfield about his experience going through the RMI Program, his job search, his advice for future RMI majors and they make a major announcement! Fast forward to the last 5 minutes if you just want the big announcement!

LinkedIn: https://www.linkedin.com/in/darrenbloomfield

Video Version: https://www.youtube.com/watch?v=6Uo7DTSlnkg

I chat with Scott Sloan, a long-time risk manager who wrote the fiction book "The Risk Manager". It's awesome to see the insurance/risk manager guy be the hero!

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

Tony has a wonderful chat with Wessly Anderson, Co-Founder at Agency VA about what led him to create a company to help agencies outsource some work to Virtual Assistants both domestic (licensed) and abroad.

Wess: https://www.linkedin.com/in/wesslyanderson/
Agency VA: https://agencyva.com/

Video Version: https://youtu.be/gvoM59FVaCY

Tony chats AI, Machine Learning and the right (and wrong) ways for insurance executive to think about Artificial Intelligence and its potential implementations.

Daniel Faggella: https://www.linkedin.com/in/danfaggella/
Emerj: https://emerj.com/

Video Version: https://youtu.be/MHFz7KT5AxE

Tony chats with Hale Stewart about Captives and how REcapture can help even smaller agencies keep their clients by being able to go toe-to-toe with the big guns and offer them the option of creating a captive. What a fascinating conversation about this esoteric side of the insurance ecosystem.

Hale Stewart: https://www.linkedin.com/in/hale-stewart-jd-ll-m-07126710/
REcapture Insurance: https://recaptureinsurance.com/

Video version: https://youtu.be/2mqBnLnns60

Tony chats with James Venezia about his awesome career on the broker side and about how to attract the right talent into our industry. A great episode, especially for any young broker side insurance professionals.

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

Video Version: https://www.youtube.com/watch?v=zyBiX0UNL64

Tony chats with Gloria Guntinas Vanzo, about her amazing insurance career and her new companies: Pouch and Mltply. This is the worldwide premier of Mltply. You heard it here first! After recording hundreds of podcast episodes it's very rare that after the call I'm like 🤯. You can't miss this episode!

Gloria: https://www.linkedin.com/in/gloriavanzo/
Pouch: https://blog.pouchinsurance.com/about-us

Video version: https://youtu.be/-UGUmCDpQlU

My very good friend John Bachmann is full of heart and passionate about the claims profession. He finally sat down to write it all down on a wonderful book the Successful Adjusters Playbook. A can't miss episode for claims people!

John Bachmann: https://www.linkedin.com/in/johnbachmann/
Successful Adjusters Playbook: https://www.amazon.com/Successful-Adjusters-Playbook-Providing-Experience/dp/1956304037/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1632829850&sr=8-2

Successful Adjuster's Playbook: The Secret Skills for Providing the Best Claims Experience (IA Playbook)

Video version: https://youtu.be/O0o3XPTyOC0

In episode 251 of Profiles in Risk, Tony chats with Matan Slagter about Armadillo, which is introducing a whole new era in home warranty insurance, not just tech enabled, but overall completely reimagined! We also chat about his incredible career and how he came up with the idea.

Matan Slagter: https://www.linkedin.com/in/matan-slagter/
Armadillo: https://www.armadillo.one/

Video version: https://youtu.be/to4JLFM0ZRo

Tony chats with Hunter Pechin about his very interesting career that went through DC and then into insurance/insurtech.

Hunter: https://www.linkedin.com/in/hunterpechin/

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

Rocket Referrals does everything they possibly can to help agents to get their customers to stay longer, buy more and refer their friends. I interviewed their CEO Torey Maertz.

Torey: https://www.linkedin.com/in/toreym/
Rocket Referrals: https://www.rocketreferrals.com/

Video Version: https://youtu.be/iZTBYTUWQ0I

In a very special episode of Profiles in Risk, Tony interviews his long-time girlfriend Renee Bruns about her amazing insurance career.

Renee Bruns: https://www.linkedin.com/in/renee-bruns-40155414/
Wheels Travel The World (Travel Blog): https://wheelstravelstheworld.com/
You Can't - Stories of Overcoming (Podcast): https://www.YouCantPodcast.com (launching September 2021).

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

Tony chats with Emilio Figueroa about Foresight, the WC Insurtech that's taking the market by storm. It all started from a Risk Management Platform with great promise in lowering WC expenses in a humane way, bringing better results for both carriers and claimants and then it grew into its own MGA all starting in the very difficult California WC space.

Emilio will be speaking at InsurTech NY on Aug 26th: https://www.eventbrite.com/e/insurtech-ny-the-perennial-core-system-claims-automation-tickets-141641568745

Emilio: https://www.linkedin.com/in/emilio-figueroa/
Foresight: https://getforesight.com/

Video Version: https://youtu.be/iV9UpUAi0NE

Dominic is a young actuary and a visionary. He gave a fantastic TED Talk about the future of the actuarial professional (and how it can be so much more): https://www.youtube.com/watch?v=_Ba5wBGeUBk&t=1s . It has now been watched 25k times which is very impressive for something so insurance specific. You should watch it! And then you should watch this great chat I had with him where we discussed what led to the TED talk, how he designed it and his career advice for other aspiring actuaries.

Dominic LinkedIn: https://www.linkedin.com/in/dominic-lee-acas-149b7228/
Dominic Instagram: https://www.instagram.com/themaverickactuary/?utm_medium=copy_link

Video Version: https://www.youtube.com/watch?v=GkzBc5zKFpY

Not every career move goes according to plan, sometimes you go in the wrong direction for who you are, the important thing is learning from it and it's not the end of the world.

Brett McKenzie: https://www.linkedin.com/in/brettashleymckenzie/

Unfortunately Tony's video is very choppy on this one, but the audio is perfect. Brett's video is fine too.

Video Version: https://www.youtube.com/watch?v=4joFdN0ZMnc

Tony chats with Noreen Vergara about Behavioral Health and its importance in the insurance industry. I knew nothing about this side before and found it quite fascinating.

Noreen: https://www.linkedin.com/in/noreenkvergara/

Video Version: https://www.youtube.com/watch?v=YAh0tKdXDlw

Carl is a lifelong insurance agent with a dream to help local agencies better compete in the 21st century against direct writers with much larger budgets. For over 10 years he has been building the idea of DMCOs - Digital Marketing Co-Ops and now he's built the tools to make his ideas possible. If you're an agent you owe it to yourself to watch this short episode and then check out his excellent white paper and take a look at All In Digital Marketing, DMCO Builder and WrapMyApi.

Carl Moulton: https://www.linkedin.com/in/carl-moulton-cpcu-clu-42352618/
All In Digital Marketing: https://www.allindigitalmarketing.com/
Wrap My API: https://www.wrapmyapi.com/
DMCA Builder: https://www.wrapmyapi.com/

Video Version here: https://www.youtube.com/watch?v=KB2eT9Ykzgs

In Episode 242 of Profiles in Risk, Tony chats with Matt Leiv of expert.ai. We discuss how they can help insurance operations augment business operations, accelerate and scale data science capabilities and simplify AI adoption.

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

Video version of this episode: https://www.youtube.com/watch?v=6W95Mmaa33Q

Tony chats with Yann Barbarroux, the CEO of Otonomi. They helps drive efficiencies in insurance operations.

Yann Barbarroux: https://www.linkedin.com/in/yannbarba...
Otonomi: https://otonomi.ai

Video version: https://www.youtube.com/watch?v=GoKyQpBtARA

Nestor Solari saw a hole in the insurance market in the way non-traditional customers, like recent immigrants, were rated for auto insurance. He didn't see it as an opportunity to get rich but rather as a way to make a difference for his family and his community. Out of that Sigo Insurance was born as a new auto carrier. Fascinating conversation!

Nestor Solari: https://www.linkedin.com/in/nestorhugosolari/

Best version of this episode is on YouTube: https://www.youtube.com/watch?v=3b7NHsJtej4

Tony chats with Eric Mitisek about Highwing, the first open data platform for commercial insurance.

Best version of this episode is on YouTube: https://youtu.be/rlTABcHQDqw

Marty Frappolli worked at The Institutes for 18 years and now that he's an independent consultant he's producing CPCU Prep material from the perspective of having been part of how the sausage is made! Also, he's available to help insurance companies improve their training.

Video version here: https://www.youtube.com/watch?v=wxk6kbaFUJs

In episode 236 of Profiles in Risk, Tony discusses how the insurance industry can be a leader in the war against climate change with Mary Sweeters, of Insure Our Futures and the authors of two very interesting articles. Kevin McComber authored this article: https://www.propertycasualty360.com/2020/04/22/why-the-insurance-industry-must-stop-supporting-fossil-fuels/ and Schuyler Holder wrote this one: https://www.teenvogue.com/story/climate-change-insurance-industry

Best Version of this Podcast is available on YouTube: https://www.youtube.com/watch?v=9pto8rxtcxQ

Tony chats with Damian Sander. LifeExec is an online life and legacy management platform that helps you store, organize, and communicate your important life information with loved ones and it can be a GREAT benefit you can provide your clients to differentiate your agency in an incredibly cost effective way.

Damian: https://www.linkedin.com/in/damian-sander-4b92a255/
LifeExec: https://lifeexec.com/

Best Version on YouTube: https://www.youtube.com/watch?v=H5Z3w4tvj5g

Tony chats with Mark and Reid Tattersall of Back 9 insurance about Life Insurance and a really cool platform they have built that allows every agent to better do Life, even if you're just a P&C agent they make it easy for you.

Reid Tattersall: https://www.linkedin.com/in/reid-tatt...
Back 9: https://Back9Ins.com

The best version of this interview in video format is here: https://www.youtube.com/watch?v=aQa5Xl_85p8

Tony chats with Brian Ahearn, one of less than 20 Cialdini Certified Trainers in the world about his new business and his new book.

Brian Ahearn: https://www.linkedin.com/in/brianfahe...
Influence People: https://www.influencepeople.biz/

Video Version on YouTube: https://www.youtube.com/watch?v=rLq_WuijRio

In Episode 232 of Profiles in Risk, Tony chats with Char Hu, CEO of The Helper Bees an insurtech improving the home care experience for both payers and care-recipients.

In Episode 231 of Profiles in Risk, Tony interviews John Fohr, CEO of TrustLayer. #Insurance #InsurTech. Best Version on YouTube: https://www.youtube.com/watch?v=zUkZdwklLyk

John Fohr: https://www.linkedin.com/in/johnfohr/
Trustlayer: https://trustlayer.io/

Best version of this episode is on YouTube: https://youtu.be/wX77u602Zss

In Episode 230 of Profiles in Risk, Tony interviews Paul Prendergast about how his company Blink can help your insurance company quickly and profitably deploy Parametric programs!

Paul: https://www.linkedin.com/in/blinkpaul/

Blink Parametric: https://blinkparametric.com/

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

Tony had an AWESOME chat with Cynthia Hardy about Diversity, Equity and Inclusion, her book Crossing Meridians and SO MUCH MORE. You don't want to miss this one!

Video version is the best version of this podcast and is here: https://www.youtube.com/watch?v=n7ib-pAIpZ0

Cynthia Hardy: https://www.linkedin.com/in/cynthiahardy/
Pivot Global Partners: https://pivotglobal.com/
Crossing Meridians: https://www.amazon.com/Crossing-Meridians-Engineering-Disruption-Effective/dp/1665512601/ref=sr_1_1?dchild=1&keywords=crossing+meridian&qid=1615217525&sr=8-1

Crossing Meridians: Engineering Disruption to Become a More Effective Leader

Best version of this podcast is on YouTube: https://youtu.be/ce8LRFnjXkM

I had a fantastic conversation with Larry Nicholson about CPCU, the insurance industry, training and so many other topics. A must watch!

I recommend you watch this one on YouTube.

Larry's LinkedIn: https://www.linkedin.com/in/larrynich/
SITE: https://www.insurancetrainers.org/

Larry's YouTube: https://www.youtube.com/channel/UCCw-dcp8r4MBedXw9_yLJMA
Insurance Nerds YouTube: https://www.youtube.com/c/InsuranceNerds/

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

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

By Spencer Pollock with special guest Meredith Griffanti.

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/

By Spencer Pollock

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! 🤯

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/

By Spencer Pollock.

By Spencer Pollock.

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!

Ransonware, Ransonware, Ransonware

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/

By Spencer Pollock

Fourth episode of The Cyber Law Revolution with Spencer Pollock

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/

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/

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/

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/

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/

Third episode of Spencer Pollock's Cyber Law Revolution Podcast.

Tony chats about Insurance Innovation, Strategy, Careers and many other things with Chris Lowell, Insurance Strategist and Innovation Professional.

Autonomous Vehicles:

4 Part Self-Driving Cars series by Matt Perkins:

https://insnerds.com/self-driving-cars-will-drive-better-than-humans-and-sooner-than-you-think/

https://insnerds.com/part-2-how-electric-vehicles-self-driving-cars-and-ride-share-go-hand-in-hand/

https://insnerds.com/part-3-self-driving-cars-the-next-five-years-2018-2022/

https://insnerds.com/part-4-why-self-driving-cars-will-be-adopted-quickly/

John Bachman’s article: https://insnerds.com/how-will-we-get-to-the-self-driving-future/

Blockchain:

Pat Schmid podcast episode: http://www.buzzsprout.com/87086/670527-e67-patrick-schmid-vp-of-the-riskblock-alliance-developing-blockchain-for-the-insurance-ecosystem

Riskblock Alliance: https://web.theinstitutes.org/riskstream-collaborative

Books mentioned:

Against the Gods

Insuring Tomorrow

End of Insurance as We Know It

The Future of Insurance

Moving insurance past just being a financing mechanism and more of a risk manager.

Innovation: When should we should innovate?

PuttyInsurance.com

AM Best Innovation Scores: https://www.youtube.com/watch?v=h-LDBSh2WC8

Second episode of Spencer Pollok's - The Cyber War Revolution Ep 2.

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/

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/

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

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

Tony interviews Julie Hutchinson, CEO of Core Performance who is dedicated to help you better manage stress and be more effective.

Julie Hutchinson: https://www.linkedin.com/in/jhutchinson22/
Core Performance: https://coreperformance.us/

Books mentioned:
Stealing Fire: https://www.amazon.com/Stealing-Fire-audiobook/dp/B01N2HREQU/ref=sr_1_1?dchild=1&keywords=stealing+fire&qid=1602596008&sr=8-1

From Chaos to Coherence: https://www.amazon.com/Chaos-Coherence-Power-Change-Performance/dp/1879052466/ref=sr_1_1?dchild=1&keywords=From+Chaos+to+Coherence&qid=1602596031&s=audible&sr=1-1

The Happiness Advantage: https://www.amazon.com/The-Happiness-Advantage-audiobook/dp/B00435DZ7S/ref=sr_1_1?dchild=1&keywords=Happiness+Advantage&qid=1602596064&s=audible&sr=1-1

Webinar: 5 Steps Busy Professionals Use to Biohack Their Physiology,
Break Free from Stress, Remain Calm and Cool in High Pressure Situations and Increase Productivity by 40%:https://joinnow.live/s/QYPmgc

From Chaos to Coherence (The Power to Change Performance)

Stealing Fire: How Silicon Valley, the Navy SEALs, and Maverick Scientists Are Revolutionizing the Way We Live and Work

The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work

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/

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

Insurance 101 for Innovators

My very good friend Amy Waninger came on the show to talk about the upcoming Sharpen Your Skills Professional's Women's Advancement Summit Live Stream coming up October 15, 2020. This one day virtual conference is dedicated to helping women in general and women of color in particular to decode what are the unwritten rules, the unspoken skills, that you really need to get ahead in corporate spaces. Hard work isn't enough, you need to know the unwritten rules. Every time you get promoted there are new unwritten rules, and they don't hand you a handbook. Description of the event starts at 5:45. If you ever thought "I just want to do a good job and I want to be enough" fast forward to 16:30. Amy even helps you make a case to the boss to pay for it at 23:30.

Register at http://InvitationFromAmy.com
Amy's prior appearance on Profiles: E90 http://www.buzzsprout.com/87086/72900...

Amy's LinkedIn: https://www.linkedin.com/feed/
Lead at Any Level: https://leadatanylevel.com/

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/

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/

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/

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/

Episode 10 - Purple Ponderings with Dave Wechsler @ Comcast

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/

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/

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/

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

None

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

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/

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/

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/

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/

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/

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/

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.

Juniper Labs wrote a fascinating white paper using history and analytics tools to help Commercial Insurers understand the potential long-term effect of Covid-19 on their books of business. On this episode Tony discusses the research with Co-Founders Lance Poole and John Stevenson.

Towards the end of the recording Tony interviews John on how we went from Underwriter to Data Analyst, after all, he's the PERFECT example of the underwriter of the future.

Show Notes:

The White Paper: shorturl.at/fkqNY

Juniper Labs: https://juniperlabs.io/
Lance Poole: https://www.linkedin.com/in/lancehpoole/
John Stevenson: https://www.linkedin.com/in/john-stevenson-74159233/

How should we manage our agencies while they're remote? Here's some best practices and horror stories. Ultimately, we have to get comfortable with discussing emotions remotely.

Show Notes:
Meg McKeen: https://www.linkedin.com/in/megmckeen/
Meg's appearance in E179: http://www.buzzsprout.com/87086/2458451-pir-e179-meg-mckeen-host-of-the-new-podcast-bound-determined

Meg's appearance in E144: http://www.buzzsprout.com/87086/987747-e144-hands-on-training-for-producers-agency-owners-with-meg-mckeen-of-adjunct-advisors

Tony had a great chat with the co-founders of Harbor.AI

Show Notes:

Paul Gaglioti: https://www.linkedin.com/in/paul-gaglioti-iii-cic-48500335/
Marc Hadfield: https://www.linkedin.com/in/hadfield/

Harbor AI: https://www.harbor.ai/

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/

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.

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/

Rita Williams-Bogar: https://www.linkedin.com/in/ritawilliamsbogar/

Resources:
HBR.org has a daily email that you should be getting! (it's free)
Learn to use a tool like Slack
Doodle for setting meetings.
Shared sites? (Microsoft Teams, etc)

Contact info:
Email: Strategies@personaldevelopmentsolutionsllc.com
LinkedIn: Rita Williams-Bogar
Text: 201-404-7960.

The Course: https://courses.yourbrandmarketing.com/courses/how-to-retain
Ben Baker: https://www.linkedin.com/in/yourbrandmarketing/
Your Brand Marketing: https://yourbrandmarketing.com/

Cyrena-Marie Arnold: https://www.linkedin.com/in/wxcyrena/

Athenium Analytics: https://www.athenium.com/

“The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an important idea that anyone can take action on.” - Sam Renick

In this episode, I spoke with Sam X. Renick, founder of the “It’s a Habit!” Company and co-creator of Sammy Rabbit about the importance of financial literacy. We discussed how advisors and companies can be be active in promoting financial literacy. We also discussed the importance of financial literacy for children and how to talk with children about money.

Connect with Sam Renick:

Website: Sam Renick (here) and Sammy Rabbit (here)

LinkedIn: Sam Renick (here)

Twitter: @SammyRabbit1

Please subscribe to the GET READY! With Tony Steuer podcast.

Bio:

Sam Renick is an internationally recognized leader and pioneer in financial literacy. In 2001, Sam founded the “It’s a Habit!” Company and co-created children's storybook character Sammy Rabbit to make it easy for anyone to talk to and teach young children about great money habits! Since then Sam has produced one of the largest libraries in the world of financial literacy resources. It includes stories and songs like Sammy’s Big Dream, Get in the Habit, S.A.V.E. Rainy Day, Lemonade Stand, Anyone Can Be Rich, Show Your Family the Way and more. Sam has also received numerous awards for his innovative work including National Financial Educators Council Financial Educator of the Year (2016), NJ Coalition for Financial Education Lifetime Achievement Award (2015), Excellence in Financial Literacy Education Program.

Margaret Resce Milkint, Amy Waninger, Deidre Wright and Joshua Lamangan discuss D&I.

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

https://www.vouch.us/

In this episode, Nick and Jim spoke about the history of ITA and ITA's 6 annual big event ITA Live. We also discussed the partnership between ITA and Insurance Nerds.

Meet Jim and The Insurance Nerds - ITA LIVE at http://www.itapro.org/ITALIVE
April 5-7 in Ft Lauderdale FL

subscribe to ITA Pro Magazine for free at http://www.itapro.org/mr

A Brief Interview with Mike Hessling, CEO of Gallagher Bassett. Mike will be participating in the 2020 Claims and Litigation Management Annual Event in Dallas, TX from March 18-20.

Event Info Here: https://www.theclm.org/Event/ShowEventDescription/11972
Connect with Mike Hessling - https://www.linkedin.com/in/mike-hessling-6809516/

(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

Thinking, Fast and Slow

On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead. Sheryl Brown

In this episode, I spoke with Sheryl Brown, Founder of Females and Finance about starting a movement for women in financial services. We also discussed Sheryl’s work as an advocate for women. Lastly, we covered how women can be successful in the financial services industry.

Please subscribe to the GET READY! With Tony Steuer podcast.

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

The Undoing Project: A Friendship That Changed Our Minds

Mastering the Rockefeller Habits: What You Must Do to Increase the Value of Your Growing Firm

Scaling Up: How a Few Companies Make It...and Why the Rest Don't (Rockefeller Habits 2.0)

Originals: How Non-Conformists Move the World

Good to Great: Why Some Companies Make the Leap and Others Don't

This is a brief interview with Steve Hunckler, CCO State Compensation Fund. Steve will receive the Lifetime Achievement Award at the Claims and Litigation Management 2020 Annual Conference, which is being held March 18-20 in Dallas, TX. You can register for the event here: https://www.theclm.org/Event/ShowEventDescription/11972

Connect with Steve: https://www.linkedin.com/in/stephen-steve-hunckler-49942a7/

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/

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

“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.

You may have seen an "explainer video". Here is one:

https://youtu.be/dtGhGxkqGUc

I once downloaded software to create my own explainer video, from which I created JUST ONE before I decided I would look to outsource going forward. Why? As much as I like them, it was harder and more time consuming than I thought.

In this episode, I discuss Explainer Videos with someone who specializes in them, Charles Alexander. We discuss not only what an explainer video is, but actually how to make one and why it makes sense to outsource it...as I did.

CONNECT WITH CHARLES:
LinkedIn - https://www.linkedin.com/in/yourcharlesalexander/
Homepage - http://www.yourcharlesalexander.com/

BOOKS RECOMMENDED BY CHARLES:
Psycho-Cybernetics by Maxwell Maltz - https://amzn.to/37uiuQL
Deep Work by Cal Newport - https://amzn.to/37snipU
Compound Effect by Darren Handy - https://amzn.to/37snipU
The Power of Habit by Charles Duhigg - https://amzn.to/2sTa32i
Books by Seth Godin - https://amzn.to/2GjPFuv

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

The Power of Habit: Why We Do What We Do in Life and Business

Psycho-Cybernetics: Updated and Expanded

Deep Work: Rules for Focused Success in a Distracted World

“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something.” -Kerry Hannon

“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you - you’re not saving for retirement, you’re saving for life.” - Kerry Hannon

In this episode of Get Ready!, I spoke with Kerry Hannon, Author, Speaker and Career Strategist about mid-life career transitions. We also discussed Kerry’s “She Leads Workshops”, that facilitates women having conversations with other women to raise awareness of issues and challenges they face in securing, protecting and growing their wealth. Lastly, we covered Kerry’s advocacy work and testimony to Congress on older workers and the changing workscape, as well as the importance of women taking charge of their own financial planning.

Connect with Kerry Hannon:
LinkedIn: Kerry Hannon - https://www.linkedin.com/in/kerryhannon/
Website: https://kerryhannon.com/

Subscribe to Get Ready! with Tony Steuer:
Google Play - http://bit.ly/35oGBi5
iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083
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.

In this episode of Profiles in Risk, we catch up with Adjunct Advisors founder, Meg McKeen. We discuss what she has been up to and introduce her new podcast Bound & Determined...as described on the website -

"Holding space for women in insurance to learn from, grow with and celebrate one another"
Connect with Meg McKeen - https://www.linkedin.com/in/megmckeen/
Adjunct Advisors Homepage - https://www.adjunctadvisors.com
Podcast - https://www.adjunctadvisors.com/podcast

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

The End of Insurance As We Know It: How Millennials, Insurtech, and Venture Capital Will Disrupt the Ecosystem

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however, there are lots of different ways to do that, you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your insurance mission statement ” Nick Lamparelli

In this episode of Get Ready!, I spoke with Nick Lamparelli, Partner, Blogger and Podcaster with Insurance Nerds and Chief Underwriting Officer of reThought Insurance about the value of building an online community for the Insurance Industry. We also discussed how millennials are changing the insurance industry. Also covered is the impact for reThought Insurance of being a tech-centric MGA.

Connect with Nick Lamparelli:
LinkedIn: Nick Lamparelli (www.linkedin.com/in/nicklamparelli/)
Websites: Insurance Nerds (www.insnerds.com)
reThought Insurance (www.rethoughtinsurance.com)

Please subscribe to the GET READY! With Tony Steuer podcast.

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

HOW TO CONNECT WITH BRYAN:LinkedIn - https://www.linkedin.com/in/bryanfalchuk/
Insurance Evolution Homepage - https://insurance-evolution.com/

BOOKS:
The 50 75 100 Solution by Bryan Falchuk - https://amzn.to/35dDAAX Open Heart, Clear Mind by Thubten Chodron - https://amzn.to/39vAuvo

The 50 75 100 Solution: Build Better Relationships

Open Heart, Clear Mind: An Introduction to the Buddha's Teachings

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

Do a Day: How to Live a Better Life Every Day

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

This is a replay of Episode 8 where Wesley Todd and I discuss using modern analytics on litigation, claims from within insurance

Show Notes:
Wesley Todd: https://www.linkedin.com/in/wesley-todd-a9225929/
Caseglide:
http://www.Caseglide.com
http://www.insurancejournal.tv/videos/12272/
https://www.caseglide.com/blog/
https://www.linkedin.com/pulse/improve-collaboration-between-claims-underwriting-your-grant-woolven http://stoptexaslawsuitabuse.com/ https://en.m.wikipedia.org/wiki/Wally_Pipp
https://en.m.wikipedia.org/wiki/Billy_Beane

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/

"The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do" - Mike Pepe

In this episode of GET READY!, Tony Steuer spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance policy management system. We discussed how Proformex utilizes technology to enable insurance agents, financial advisors and trustees to more efficiently manage their customers life insurance policies. Mike and I also covered how Proformex is designed to expedite the policy review process and proactively clear customers of potential problems with their client’s life insurance policies. Mike also shared his thoughts on the future of best practices in the life insurance industry.

Connect with Mike Pepe:
LinkedIn - Mike Pepe (here)
Website - https://www.www.proformex.com

Thought leaders mentioned: Stay informed: Proformex Blog, Jon Mendelsohn - Ashar group, Barry Flagg - Veralytic, Tate Groome - LifeTrust3D), Bobby Samuelson - The Life Product Review, Chad Neifer - inForce inSights. Links to their sites can be found here.

Please subscribe to the GET READY! With Tony Steuer podcast:
Buzzsprout - http://www.buzzsprout.com/530449
Google Play - http://bit.ly/35u4Qf1
iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083
Spotify - https://spoti.fi/2OFvFpP
YouTube - http://bit.ly/35stZqv

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

KJV Holy Bible, Standard Size, Burgundy Faux Leather w/Thumb Index and Ribbon Marker, Red Letter, King James Version

Good to Great: Why Some Companies Make the Leap and Others Don't

In this episode, Pankaj breaks down many of the most commonly used buzzwords in IoT conversations.

"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry

"Financial literacy is the first step, you then need to take action, and to be intentional." Zach Blumenfeld

In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of Cookiejarsavings.com about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness.

Connect with: Roshni Chowdhry and Zach Blumenfeld:

LinkedIn - Roshni Chowdhry (here) and Zach Blumenfeld (here)
Website - https://www.cookiejarsavings.com

Please remember to subscribe to the GET READY! With Tony Steuer podcast.
Buzzsprout - http://www.buzzsprout.com/530449
iTunes - 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

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger

In this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and enforcement.

CONNECT WITH Neil Granger:
LinkedIn - Neil Granger: https://www.linkedin.com/in/neil-granger
Website - https://www.elderinsuranceabuse.com
Resources:

California Advocates for Nursing Home Reform: https://www.canhr.org (much more than nursing homes)
California Department of Insurance: https://www.insurance.ca.gov
Financial Regulatory Links: https://www.tonysteuer.com

Any analysis should be measurable and quantifiable - David Paul

If you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to fail - David Paul

In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance trends. David and I discussed trends with insurance company financial analysis and the unique approach that his firm, Alirt Research takes in evaluating insurance companies. We also discussed his philosophy in analyzing insurance companies.

CONNECT WITH David Paul:
LinkedIn - https://www.linkedin.com/in/david-paul
Website - https://www.alirtresearch.com

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Drive: The Surprising Truth About What Motivates Us

Following Ezra: What One Father Learned About Gumby, Otters, Autism, and Love From His Extraordi nary Son

Great by Choice: Uncertainty, Chaos and Luck - Why Some Thrive Despite Them All

“Keep your mind open to new perspectives and possibilities to help people” - Emily Adams

“For every initiative, think about how you can help others rather than what you can get out of it” - Sharon Bially

In this episode of GET READY!, I spoke with public relations and marketings experts Emily Adams and Sharon Bially about the value of PR, earning media placement and developing our personal brand. The key to PR is about staying focused on serving your audience and clients. We also discussed how you can amplify your message and the future of marketing.

CONNECT WITH Emily Adams and Sharon Bially:
LinkedIn -
Emily Adams: https://www.linkedin.com/in/emily-adams and
Sharon Bially: https://www.linkedin.com/in/sharon-bially
Website - thoughtsavvymarketing.com

"People in an organization are human and they're messy" - Yanira Borges

In this episode of Profiles in Risk, Yanira Borges and I had a spirited discussion about team and business productivity and effectiveness. We discussed how much accountability makes a difference in the productivity of a team and how SideKick.Tools got started.

CONNECT WITH YANIRA BORGES:
LinkedIn - https://www.linkedin.com/in/yanira-borges/ SideKick.Tools homepage - https://www.sidekick.tools/ MENTIONED IN THIS EPISODE:
Salesforce - https://www.salesforce.com/ Zapier - https://zapier.com/ Atlassian (Jira) - https://www.atlassian.com/ Asana - https://asana.com/ 10% Happier App - https://www.tenpercent.com/

BOOKS RECOMMENDED BY YANIRA:
Leading Change by John Kotter - https://amzn.to/31Fzf8N 4 Disciplines of Execution by Chris McChesney - https://amzn.to/30eAfE8 Think and Grow Rich by Napolean Hill - https://amzn.to/31FbiOT E-Myth by Michael Gelber - https://amzn.to/2OjTXr3

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Leading Change, With a New Preface by the Author

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

The 4 Disciplines of Execution: Achieving Your Wildly Important Goals

Think and Grow Rich: The Original, an Official Publication of The Napoleon Hill Foundation

Welcome to the GET READY! Podcast. In this episode, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the individualized aspects. The future of financial services is about creating the right balance with technology and people.

Connect with Chris Hall:
LinkedIn: https://www.linkedin.com/in/chrisepnavigator/
EPNavigator home page: https://www.epnavigator.com

Subscribe to the GET READY! With Tony Steuer Podcast

Buzzsprout: http://www.buzzsprout.com/530449
YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA

"Cyber is NOT just an IT Problem" - Dom Vogel

In this episode of Profiles in Risk, I spoke with cybersecurity expert Dom Vogel about Cyber exposure, risk, and insurance. While the big companies are making the headlines, Dom is quick to point out for small and mid-sized companies, cyber is a real and existential threat to their organization. Thus, it's not just an IT issue, cybersecurity must become part of the fabric of the company's entire risk management culture from senior leadership, downwards.

CONNECT WITH DOMINIC VOGEL:
LinkedIn - https://www.linkedin.com/in/domvogel/ Cyber.sc Homepage - https://www.cyber.sc/resources.html MENTIONED IN THIS EPISODE:
PayPal/TIO Networks breach - https://www.usatoday.com/story/tech/2017/12/04/paypal-acquired-company-reports-many-1-6-million-users-breached/919090001/ Dark Reading - https://www.darkreading.com/ Disneyland - https://disneyland.disney.go.com/ The Beatles - https://amzn.to/2ZKjIHO Google Calendar - https://calendar.google.com/calendar/r

BOOKS RECOMMENDED BY DOM:
Million Dollar Consulting by Alan Weiss - https://amzn.to/2ZVt52F Hands Free Mama by Rachel Stafford - https://amzn.to/2ZWCuXF

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Million Dollar Consulting: The Professional's Guide to Growing a Practice, Fifth Edition

Hands Free Mama: A Guide to Putting Down the Phone, Burning the To-Do List, and Letting Go of Perfection to Grasp What Really Matters!

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

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.

Do you know how to build your brand? What is the future for long-form content and books? Are you prepared for the future of marketing yourself and your company?

In this episode, Tony spoke with Tanya Hall. Tanya is the CEO of Greenleaf Book Group, author of "Ideas, Influence, and Income" and one of the reasons Tony is a published author and now a podcaster. Tanya discussed branding and the future of written content.

Connect with Tanya Hall:
LinkedIn: https://www.linkedin.com/in/tanyajhall/
Greenleaf Books home page: www.greenleafbooksgroup.com
Tanya’s book site: ideasinfluenceandincome.com and Amazon: https://amzn.to/2KCKg4E

SUBSCRIBE TO GET READY! WITH TONY STEUER:
Buzzsprout: http://www.buzzsprout.com/530449
YouTube: https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR

Ideas, Influence, and Income: Write a Book, Build Your Brand, and Lead Your Industry

If you weren't able to make The 2019 Insurance Nexus AI & Analytics Conference, here is a flavor for what you missed. In this episode, I interviewed various attendees, vendors and the hosts of the conference.

In order of appearance:
Jeroen Morrenhof of FRISS
Jim Murphy of FRISS
Charles Dagas of Element.ai
Zahid Ansari of X by 2, LLC
Dave Jowell of GIA Map, LLC
and hosts Doville Nastopkaite & Marsha Irving of Insurance Nexus

"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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The End of Insurance As We Know It: How Millennials, Insurtech, and Venture Capital Will Disrupt the Ecosystem

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.

"No left turns! No reverse!"

Risk management is all about being proactive in the management of risk. Rather than being a victim, risk management allows companies (and individuals) the opportunity to engage, learn and implement strategies that reduce injuries, losses and ultimately the expenses associated with those, including insurance costs.

In this episode of Profiles in Risk, I spoke with Aaron Gordon about captives. Captives are a decades-old strategy for companies to take proactive control of their risk management. It is the company putting their money where their mouth is when it comes to their risk and exposure. We talked about which companies should form captives, why, what exposures can be placed into the captive and what it takes operationally to set one up and maintain.

CONNECT WITH AARON GORDON:
LinkedIn - https://www.linkedin.com/in/aarongordon/ Twitter - https://twitter.com/nyriskadvisor Gordon Companies Homepage - https://gordoncompanies.com/ MENTIONED IN THIS EPISODE:
Delaware Captive Insurance Association - https://www.delawarecaptive.org

BOOKS RECOMMENDED BY AARON:
Insuring Tomorrow by Insurance Nerds - https://amzn.to/2Y1f6XV The End of Insurance As We Know It by Rob Galbraith - https://amzn.to/2YdquUZ How to Sell When Nobody's Buying by David Lakhani - https://amzn.to/2JS1Dgh Powerful Personal Brands by Ben Baker - https://amzn.to/2XY702o

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Insuring Tomorrow: Engaging Millennials in the Insurance Industry

Powerful Personal Brands: A Hands-on Guide to Understanding Yours

How To Sell When Nobody's Buying: (And How to Sell Even More When They Are)

The End of Insurance As We Know It: How Millennials, Insurtech, and Venture Capital Will Disrupt the Ecosystem

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.

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Psychology of Sales Call Reluctance: Earning What You're Worth in Sales

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Lean Safety: Transforming your Safety Culture with Lean Management

The Five Dysfunctions of a Team: A Leadership Fable

Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Powerful Personal Brands: A Hands-on Guide to Understanding Yours

Getting Past No: Negotiating in Difficult Situations

Getting to Yes: Negotiating Agreement Without Giving In

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

I’ve invited Paul Tetrault to join me on the golf Course, Paul is the Executive Director of the Insurance Library, a hidden gem of information, resources and knowledge about the evolution of insurance products and new innovations, spanning back 132 years.

You can find more information about the Insurance Library at insurancelibrary.org

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

A Little History of the World (Little Histories)

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.

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/

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Everything Store: Jeff Bezos and the Age of Amazon

How to Turn Down a Billion Dollars: The Snapchat Story

Startupland: How Three Guys Risked Everything to Turn an Idea into a Global Business

Welcome to The Golf Course, a modern forum for business conversations in insurance.

Today, I’ve invited Jason LaMonica of AXA XL to join me for a round on the podcast. We chat about what it’s like to launch a new line of business and the importance of providing value-added risk management services and support to customers.

For more information on Jason or subcontractor default insurance (SDI) visit: https://axaxl.com/insurance/about-us/our-experts/jason-lamonica

Let’s tee it off.

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.

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

The F- It List

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Greatest Salesman in the World

Questions Are the Answer: A Breakthrough Approach to Your Most Vexing Problems at Work and in Life

Strategy of the Dolphin: Scoring a Win in a Chaotic World

Future Shock

Originals: How Non-Conformists Move the World

Mindset: The New Psychology of Success

Future Perfect: Tenth Anniversary Edition

Think and Grow Rich

WORLD PREMIERE MUSIC VIDEO from hot new artist C-Gold-Ru$h!

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Power of Human Connection

Different: Escaping the Competitive Herd

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Blitzscaling: The Lightning-Fast Path to Building Massively Valuable Companies

In this special episode of Profiles in Risk, I host a panel of judges for the upcoming Insurance Nexus Awards to be held on September 12, 2019, in Chicago. We discussed:

Why is it important to recognize excellence in our industry?
There are 4 categories with the word "innovation or innovative" in them. What does innovation mean to you? How did you go about thinking and quantifying it for judging purposes?
How much has pure technology played in "innovation"? How much innovation are you seeing that doesn't necessarily require technology?

My panel includes:

Dawn LeBlanc, Managing Director of Hartford Insurtech Hub: https://www.linkedin.com/in/dawn-leblanc-innov11/

Margaret Resce Milkint, Managing Partner at The Jacobson Group: https://www.linkedin.com/in/margaret-resce-milkint-2599311/

Nicole Cook, Managing Director of The Global Insurance Accelerator: https://www.linkedin.com/in/nicolejunecook/

Paul Carroll, Editor in Chief at Insurance Thought Leadership: https://www.linkedin.com/in/paul-carroll-3a91694/

Scott McCormick, President of The Connected Vehicle Trade Association: https://www.linkedin.com/in/scott-mccormick-391b19/

You can download you nominations pack, register to attend and learn more about the event here: https://events.insurancenexus.com/awards/?utm_source=INS+Nerds&utm_medium=podcast&utm_campaign=5087

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

"Time is worth MORE than Money" - Chris Jarvis

Chris Jarvis is a math nerd, former actuary, a Certified Financial Planner, a million dollar producer, and entrepreneur. In his dealings working for and with Billionaires, Chris came to an important insight: by studying hard and working hard, one can get into the top 1% of earners. But to get beyond that (such as to get into the top 0.1%), studying or working harder is unlikely to move the needle. At this level of earnings, time is another competitor. We all only have 24 hours a day, and in order to move into the super rich, you need to leverage time. In this episode, we discuss what Chris has discovered and wrote and lectured about from his book "6 Secrets to Leveraging Success". We discussed the crystal ceiling, why beige is the worst color and why, if you want to be successful, you will need to be a bit psychotic.

CONNECT WITH CHRIS JARVIS:
LinkedIn - https://www.linkedin.com/in/chrisjarvis/ Homepage - http://thechrisjarvis.com MENTIONED IN THIS EPISODE:
Chris interviewed by Michael Jans - Podcast Link: https://www.agencyrevolution.com/blog/podcast/chris-jarvis-best-selling-author-insurance-expert-and-entrepreneurial-strategist/ Increasing Sales Without Selling Webinar - https://vimeo.com/261162554 Remarkable Tablet - https://remarkable.com/

BOOKS RECOMMENDED BY CHRIS:
To Kill A Mockingbird by Harper Lee - https://amzn.to/2DqtaTn Success Principals by Jack Canfield - https://amzn.to/2XxJppy 4-Hour Work Week by Tim Ferriss - https://amzn.to/2XxKGwJ Who Moved My Cheese by Spencer Johnson - https://amzn.to/2XybQ6O Antifragile by Nassim Taleb - https://amzn.to/2Gql4uY Clifton Strengths Finder - https://amzn.to/2VkedfV

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

StrengthsFinder 2.0

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

Antifragile: Things That Gain from Disorder (Incerto)

The Success Principles(TM) - 10th Anniversary Edition: How to Get from Where You Are to Where You Want to Be

Who Moved My Cheese

To Kill a Mockingbird, 50th Anniversary Edition

"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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Best Of Everything: The Definitive Career Spanning Hits Collection [4 LP]

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/

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/

On this episode, Carey Anne Nadeau interviews the insurtech startups participating in the Spring 2019 Hartford Insurtech Hub accelerator, powered by Startup Bootcamp. Contact information for the startups are listed below & each will participate in a demo day on April 26, 2019. To attend, RSVP here (https://www.eventbrite.com/e/demo-day-2019-amplify-tickets-57415845339/amp)

0:47 | Panya Chheng, Co-Founder & CO, Medyear. Visit: www.medyear.com or email: panya@medyear.com & follow on social media: LinkedIn or Twitter.

9:40 | Jay Pugliese, Co-Founder, CareValidate. Visit: carevalidate.com or email: jay@carevalidate.com & follow on social media: LinkedIn or Twitter.

18:40 | Matt Kay, COO & Co-Founder, Talem Health Analytics. Visit: talemhealthanalytics.com or email: matt@talemhealthanalytics.com & follow on social media: LinkedIn or Twitter.

26:22 | Frederico Capello, COO & CFO, Co-Founder, See Your Box. Visit: seeyourbox.com or email: fcapello@seeyourbox.com & follow on social media: LinkedIn or Twitter.

36:29 | Gilberto Spencer, CEO, Co-Founder, Claimspace. Visit: claimspace.io or email: gilberto@claimspace.io & follow on social media: LinkedIn or Twitter.

46:20 | Matthew Elan Smith, Co-Founder, Pineapple. Visit: pineapple.co.za or email: matthew@pineapple.co.za & follow on social media: LinkedIn, Twitter, or Instagram.

55:42 | Abraham Ventura, CEO, Pitch Gauge. Visit: pitchgauge.com or email: aventura@pitchgauge.com & follow on social media: LinkedIn, Twitter, or Instagram.

1:01:28 | Charlie Robinson, CCO, handdii. Visit: www.handdii.com or email: charlie@handdii.com & follow on LinkedIn.

1:15:43 | Ori Blumenthal, Co-Founder & CTO, Skywatch. Visit: www.skywatch.ai or email: oriblumenthal@skywatch.ai & follow on social media: LinkedIn or Twitter.

1:22:31 | Anant Tailor, Chief Commercial Officer, Dream Payments. Visit: https://www.dreampayments.ca/ or email: anant.tailor@dreampayments.com and follow on Social media: LinkedIn

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Startup Checklist: 25 Steps to a Scalable, High-Growth Business

The Bhagavad-Gita (Sanskrit-Hindi): Original 700 Sanskrit verses translated and explained in Hindi language. (Hindi Edition)

Here are all the audio cuts removed from my recent podcast with Curtis. Disclaimer - English was NOT my first language.

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The End of Insurance As We Know It: How Millennials, Insurtech, and Venture Capital Will Disrupt the Ecosystem

Rework

KJV Holy Bible, Standard Size, Burgundy Faux Leather w/Thumb Index and Ribbon Marker, Red Letter, King James Version

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/

Here are some of the hysterical scraps of edited audio from my conversation with Olivia Schmitt.

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.

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.

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

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Public Enemy Women's Cotton Short Sleeve T-Shirt, Sweat Absorption, Breathable,no Deformation

The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change

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/

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Builders Risk Book

How to Win Friends and Influence People

The Beatles The White Album

Beneath a Scarlet Sky: A Novel

The Hamilton Affair: A Novel

**On this episode, Carey Anne Nadeau interviews Justin Gress and Gary Kaplan of AXA XL Construction business line. We discuss their team’s innovative approach to talent development, identifying insurtechs, and piloting new technologies.

Gary Kaplan, President of Construction at AXA XL**

Gary is a highly disciplined and results-focused leader with the proven track record developing and motivating high performance teams. As President of Construction at AXA XL, he is responsible for all six P&C product lines including Property, Primary Casualty, Excess Casualty, Professional, Pollution, and Subcontractor Default insurance.

Justin Gress, Director of Strategic Operations - Chief Operating Officer at AXA XL

As the Chief Operating Officer (COO)/Director of Strategic Operations for AXA XL, Justin is focused on owning and driving our overall Operational and Strategic Plans across Canada and North America Construction. He reports to the President of NA Construction and the CEO of AXA XL Canada. Justin has written multiple articles, including:

“Constructive Conversations: Building customer-focused operations”

FastFast Forward – December 2018

https://axaxl.com/fast-fast-forward/articles/constructive-conversations_building-customer-focused-operations

“Getting started with continuous improvement”

FastFast Forward – September 2018

https://axaxl.com/fast-fast-forward/articles/getting-started-with-continuous-improvement

“Show Me the Money! Using Data to Drive Cost-Effective Innovation in the Construction Industry”

FastFast Forward – January 2018

http://xlcatlin.com/fast-fast-forward/articles/show-me-the-money_using-data-to-drive-cost-effective-innovation-in-the-construction-industry

Gary Kaplan shared the following resources, many of which are mentioned in this podcast:

“Building a Customer-Focused Business from the Ground Up”

Carrier Management Magazine – August 2017

http://www.carriermanagement.com/features/2017/08/29/170669.htm?bypass=45489cad35a94e724cd4d9ead76b3c02

“The Benefits of Having One Insurer to Meet All of Your Needs”

Reuters – October 2018

https://www.reuters.com/article/idUSWAOAX382RRD3189Q

“Business planning that looks beyond the bottom line”

FastFastForward.com – August 2018

https://xlcatlin.com/fast-fast-forward/articles/business-planning-that-looks-beyond-the-bottom-line

“A winning formula: Customer-centric business strategy”

FastFastForward.com – June 2018

https://xlcatlin.com/fast-fast-forward/articles/a-winning-formula_-customer-centric-business-strategy

“Keeping ahead of competition”

FastFastForward.com – April 2018

http://xlcatlin.com/fast-fast-forward/articles/keeping-ahead-of-competition

“4 Keys to Incredible Employee Engagement”

Science of Story – April 2018

https://scienceofstory.org/4-keys-to-incredible-

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.

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Three-Body Problem (The Three-Body Problem Series, 1)

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/2FY7h0H Founders at Work: https://amzn.to/2TnlDuB 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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Founders at Work: Stories of Startups' Early Days

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Raving Fans: A Revolutionary Approach To Customer Service

Leaders Eat Last: Why Some Teams Pull Together and Others Don't

Who Moved My Cheese

Start with Why: How Great Leaders Inspire Everyone to Take Action

Jack Welch & The G.E. Way: Management Insights and Leadership Secrets of the Legendary CEO

The World Is Flat [Further Updated and Expanded; Release 3.0]: A Brief History of the Twenty-first Century

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

In this episode of I spoke with Myranda Elizabeth Joseph. Unlike many RMI students who go into industry after their studies, Myranda finished high school and needed to make money then. She immediately found insurance production satisfying. Still, an itch remained, and Myranda decided to kill two birds with one stone by getting her degree in insurance, while also building up her book. Myranda shows a potential pathway for agency owners who are seeking to perpetuate their sales force. Why not recruit high school graduates who you can then train in-house while also training them in the more academic and technical aspects of insurance. Myranda is exactly the type of person who will become the face of the industry.

CONNECT WITH MYRANDA ELIZABETH JOSEPH:
LinkedIn - https://www.linkedin.com/in/myranda-elizabeth-joseph-a5263067/ MENTIONED IN THIS EPISODE:
Kent State Online Insurance Program - https://www.kent.edu/columbiana/insurance Gamma Iota Sigma: https://gammaiotasigma.org/ Erin Condren Planners: https://amzn.to/2M6QqJj BOOKS RECOMMENDED BY:
Harry Potter Books: https://amzn.to/2AJkt5f Books by Bill Whitley: https://amzn.to/2VS7Hu9
Books by Stephen Fry: https://amzn.to/2FuZlmw

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/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

In this episode of Profiles in Risk, I spoke with Derek Lovrenich & Phil Duncan of InsurEco. Derek will be presenting at the Silicon Valley Insurance Accelerator Blockchain conference on January 29th in Palo Alto. We discussed how companies in the insurance ecosystem should contemplate a technical and business strategy for incorporating blockchain. We went deep down the rabbit hole as I follow Derek and Phil in the oblivion of tokenizing aspects of insurance data. My personal belief is that we haven't even begun to imagine all of the possible solutions blockchain technologies will bring to insurance.

The title of Derek's’ workshop is:

Creating a Company Blockchain Strategy & Value Chain
Hands-on exec workshop that guides participants through integrating Blockchain and related ecosystems into the company’s overall Digital Insurance, Product & Partnering Strategy.

Register here to get 30% off: https://www.eventbrite.com/e/digital-insurance-leadership-blockchain-smart-insurance-tickets-46683944936?discount=InsNerds30

Connect With:
Derek Lovrenich - LinkedIn: https://www.linkedin.com/in/blocksmith/ Phil Duncan - LinkedIn: https://www.linkedin.com/in/insuranceblock/ insurEco - https://insureco.io/

In this episode of Profiles in Risk, I spoke with Thomas Jennings, Director of Business Development at AAIS, on his workshop presentation at the Silicon Valley Insurance Accelerator conference on January 29th in Palo Alto. We discussed blockchain (of course) but how this technology may facilitate the sharing of data between parties who may have trust concerns. We discussed how AAIS used design thinking in contemplating their solution for allowing AAIS member companies and the NAIC to share data. We also got starry-eyed about how this technology may transform how we subtly communicate and share information with one another. The title of Thomas' workshop is:

Design Thinking for Blockchain Enabled Products & Business Models
Hands-on exec workshop that guides participants through definition, development & validation of a Blockchain enabled application using design thinking and what is required to launch a first POC.

Register here to get 30% off: https://www.eventbrite.com/e/digital-insurance-leadership-blockchain-smart-insurance-tickets-46683944936?discount=InsNerds30

CONNECT WITH THOMAS JENNINGS:
LinkedIn: https://www.linkedin.com/in/thomas-jennings-47b92533/
AAIS Homepage: https://aaisonline.com/

MENTIONED IN THIS EPISODE:
Silicon Valley Insurance Accelerator: https://sviaccelerator.com/
SVIA Blockchain Conference on January 29th (Palo Alto): https://sviaccelerator.com/digital-insurance-leadership-blockchain-smart-insurance-2019-01/

SUBSCRIBE AT:
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

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/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

Multipliers, Revised and Updated: How the Best Leaders Make Everyone Smarter

Red Notice: A True Story of High Finance, Murder, and One Man's Fight for Justice

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/

Carey Anne Nadeau interviews Shana Schlossberg and Rachel Dantes of Upward Hartford

Connect with:
Shana Schlossberg - https://www.linkedin.com/in/shana-schlossberg/
Rachel Dantess - https://www.linkedin.com/in/rachel-dantess/
Upward Hartford - www.moveupward.city/labs

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Into Thin Air: A Personal Account of the Mount Everest Disaster

The Torrent: A True Story of Heroism and Survival

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Grand Design

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Republic for Which It Stands: The United States during Reconstruction and the Gilded Age, 1865-1896 (Oxford History of the United States)

Digital @ Scale: The Playbook You Need to Transform Your Company

Foreign Affairs: A Novel

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Spirit Of Radio: Greatest Hits (1974-1987)

The Economy of Cities

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

12 Rules for Life: An Antidote to Chaos

Traction: Get a Grip on Your Business

None

Traction: How Any Startup Can Achieve Explosive Customer Growth

In this episode of Profiles in Risk, I preview the Connected Insurance conference by speaking with Amandah Greiling (Zurich) and Chris Downer (XL Innovate) who both will be on stage at the event. The event is jam-packed with attendees & presenters, which we would expect from an Insurance Nexus event. Use discount code 4915INS200 to save $200

EVENT REGISTRATION PAGE

CONNECT WITH:
Amandah Greiling - https://www.linkedin.com/in/amandah-greiling-4522a38/ Chris Downer - https://www.linkedin.com/in/chris-downer-2275bb62/ Insurance Nexus - https://www.linkedin.com/company/insurance-nexus/ MENTIONED IN THIS EPISODE:
Insurtech Daily - https://xlinnovate.us16.list-manage.com/subscribe?u=49b2b0d8a2e58f10671902524&id=41b19e1493

SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The New Psychology of Achievement: Breakthrough Strategies for Success and Happiness in the 21st Century

(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/

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Genius Foods: Become Smarter, Happier, and More Productive While Protecting Your Brain for Life (Genius Living, 1)

Ishmael:A Novel

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

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/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGNStitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Steve Jobs: The Exclusive Biography

The Last Days of Night: A Novel

Shoe Dog: A Memoir by the Creator of Nike

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

Think and Grow Rich: The Original, an Official Publication of The Napoleon Hill Foundation

Greatest Hits

The Great Game of Business: The Only Sensible Way to Run a Company

Whale Done!: The Power of Positive Relationships

The Essential Barry Manilow

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

Against the Gods: The Remarkable Story of Risk

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/FEMAFEMA Independent Study Courses: https://training.fema.gov/is/crslist.aspx?all=true

To receive NFIP Training GovDelivery updates targeted at insurance agents, including webinar and seminar announcements, sign up at: https://service.govdelivery.com/accounts/USDHSFEMA/subscriber/new?topic_id=USDHSFEMA_212

Adjusters and others who would like to receive GovDelivery claims-related training updates can subscribe at: https://service.govdelivery.com/accounts/USDHSFEMA/subscriber/new?topic_id=USDHSFEMA_211

Flood insurance marketing/campaign materials

General agent materials (though applicable to other insurance professionals): https://agents.floodsmart.gov/marketing/participate-in-campaigns

Flood after fire risks: https://www.fema.gov/media-library/assets/documents/93830

BOOKS RECOMMENDED BY CLARK:
Thinking, Fast and Slow by Daniel Kahneman: https://amzn.to/2xwqct5
Misbehaving: The Making of Behavioral Economics by Richard Thaler: https://amzn.to/2MCzmJR
The Unthinkable: Who Survives When Disaster Strikes – and Why by Amanda Ripley: https://amzn.to/2MCzmJR
Sources of Power: How People Make Decisions by Gary Klein: https://amzn.to/2pehn34

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

Misbehaving: The Making of Behavioral Economics

Thinking, Fast and Slow

Sources of Power: How People Make Decisions

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 register

In this episode of Profiles in Risk, I spoke with Kurt Thoennessen. We discussed the Private Client/High Net Worth Space, his involvement with the PRMA, and Kurt was gracious enough to provide a demo (watch the video) of the RiskRevu platform & why he felt the compelling need to create it.

CONNECT WITH KURT THOENNESSEN:LinkedIn: https://www.linkedin.com/in/kurt-thoennessen-capi-a76b076/
RiskRevu Homepage: https://riskrevu.com/ MENTIONED IN THIS EPISODE:
Private Risk Management Association: https://www.privateriskmanagement.org/
Azeema Hartley: https://www.linkedin.com/in/azeema-hartley-186b505a/
Lisa Lindsay: https://www.linkedin.com/in/lisa-a-lindsay-2755343/Certified Advisor of Personal Insurance Designation: https://goo.gl/B2L8VJ
Billy Joe's Greatest Hits: https://amzn.to/2ND2up6
Asana: https://asana.com/
Slack: https://slack.com/
Hubspot: https://www.hubspot.com/BOOKS RECOMMENDED BY:
Cold Calling is a Waste of Time by Frank Rumbauskas: https://amzn.to/2Nq1MLN
Think and Grow Rich by Napolean Hill: https://amzn.to/2Ny7yuL
Books by Terry Goodkind: https://amzn.to/2x0rFY1 SUBSCRIBE AT: Buzzsprout RSS: https://goo.gl/5K4X3Q Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Think and Grow Rich: The Original, an Official Publication of The Napoleon Hill Foundation

Greatest Hits Volume I & Volume II

Cold Calling Is a Waste of Time - 7th Edition with 2 Cd's

This episode is sponsored by Insurance Nerds Day Go to https://insurancenerdsday.com**

Insurance is a wide and vast ecosystem. We take things for granted. When I was told there was a tech company handling experience modification factors for workers compensation, my first instinct was why? I thought this was a government/regulatory function. As with many of my assumptions, I was wrong. In this episode, I spoke with Scott Knowles of Modgic. Modgic allows those dealing within workers compensation to take more control over the experience modification rating, checking for accuracy, and generating key insights for all stakeholders.

CONNECT WITH SCOTT KNOWLES:
LinkedIn: https://www.linkedin.com/in/scott-knowles-03998a7/
Modgic Homepage: https://www.modgic.com/ MENTIONED IN THIS EPISODE:
Experience Modification Factor & Rating: https://www.ncci.com/Articles/Documents/UW_ABC_Exp_Rating.pdfHubSpot: 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

(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.

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

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!

Now in its third year, the annual Internet of Insurance is North America’s leading forum exploring how IoT, AI, and blockchain technologies are enabling insurance carriers, reinsurers and brokers to enhance customer engagement and minimize risk and loss ratios.

In this episode, I hosted a panel discussion with Brian Gaab (CSAA), Dorothea Westin (CSRisks), Newcombe Clark (AIG) and Ellen Dolan (Internet of Business - conf host). We discussed each of the presentations that my guests will participate in. We also discussed, data, technology and what sort of data and innovation culture is required to strategically incorporate these new technologies.

The conference will be in Houston, TX on September 26th & 27th. Go to https://ioi-usa.internetofbusiness.com/ for more info and to register. The event is free for professionals in the insurance ecosystem. Solution providers can get a 25% discount using this code: Insurance Nerds Discount Code: 25%ED

CONNECT WITH:
Ellen Dolan: https://www.linkedin.com/in/ellen-dolan-8b381514/
(email: ellend@iob-media.com )Brian Gaab: https://www.linkedin.com/in/briangaab/
Dorothea Westin: https://www.linkedin.com/in/dwestin/
Newcombe Clark: https://www.linkedin.com/in/newcombestrategy/

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

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:

Reputation
Quality of data
Underwriting Acumen
Premium Size and/or potential of
5 Culture

We also discussed how startups, without the benefit of many of these important traits, should think of operating to get the backing of the industry. As a startup myself, I learned a ton from John's wisdom.

CONNECT WITH JOHN WILLEMSEN:LinkedIn: https://www.linkedin.com/in/john-j-willemsen-28b60b14/MENTIONED IN THIS EPISODE:Target Market Association: http://targetmkts.com/

BOOKS RECOMMENDED BY JOHN:
Books by Malcolm Gladwell: https://amzn.to/2OHl8svThe Subtle Art of Not Giving A Fck by Mark Manson: https://amzn.to/2OEAhuOThe Purple Cow by Seth Godin: https://amzn.to/2nInHz1The 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

Purple Cow: Transform Your Business by Being Remarkable

The Art Of War

The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life

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

Enlightenment Now: The Case for Reason, Science, Humanism, and Progress

Tribal Leadership: Leveraging Natural Groups to Build a Thriving Organization

Thinking, Fast and Slow

The Fifth Discipline

Nonviolent Communication: A Language of Life: Life-Changing Tools for Healthy Relationships (Nonviolent Communication Guides)

The Power of Habit: Why We Do What We Do in Life and Business

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

In this episode of Profiles in Risk, I spoke with Marc DeLeonibus from Bold Penguin. We discussed the origins of the company, the technology required to handle a digitial marketplace and how an insurtech startup thinks about hiring and retaining young talent.

CONNECT WITH MARC DELEONIBUS:
LinkedIn: https://www.linkedin.com/in/marcdeleonibus/
Bold Penguin HomePage: https://www.boldpenguin.com/ MENTIONED IN THIS EPISODE:My Profiles in Risk Episode with Ilya Bodner: https://www.buzzsprout.com/87086/529389-episode-18-ilya-bodner-founder-of-bold-penguin
ProsperWorks CRM (now called Copper): https://www.copper.com/
Just Call Cloud-Based Phone Support: https://justcall.io/
Wunderlist Task Software: https://www.wunderlist.com/

BOOKS RECOMMENDED BY :
Principals by Ray Dalio: https://amzn.to/2OgfzkR
Delivering Happiness by Tony Hsieh of Zappos: https://amzn.to/2vpfggi
Unmarathon Man: Confessions of an All-Night Runner by Dean Karnazes: https://amzn.to/2LWyjZX

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

Ultramarathon Man: Confessions of an All-Night Runner

Delivering Happiness: A Path to Profits, Passion, and Purpose

Principles: Life and Work

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

They Ask You Answer: A Revolutionary Approach to Inbound Sales, Content Marketing, and Today's Digital Consumer

The Red Queen: Sex and the Evolution of Human Nature

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Luke Magnan was introduced to me by a close friend who told me that Luke was the most thoughtful insurance technologist my friend had ever worked with. In this episode of Profiles in Risk, Luke and I discuss his startup Combined Ratio Solutions, the advantages & disadvantages of bootstrapping vs raising venture funds, the state of the insurtech market, how insurers allow legacy systems to get out of control (and how insurers who have prevented that from happening, did it) and using off-shore resources from Russia. Luke brings a wealth of wisdom to insurance and technology and shares it with us in this episode.

CONNECT WITH LUKE MAGNAN:
LinkedIn: https://www.linkedin.com/in/lukemagnan/
Combined Ratio Solutions Home Page: http://combinedrat.io/ MENTIONED IN THIS EPISODE:McKinsey paper on insurance ecosystems & platforms: https://goo.gl/LWqwrK
App to remind you to put your phone down: https://goo.gl/0R8tm3
Leadenhall Market in London: https://www.leadenhallmarket.co.uk/

BOOKS RECOMMENDED BY LUKE:
The 7 Habits of Highly Effective People by Stephen Covey: https://amzn.to/2AjyM2J
Against the Gods by Peter Bernstein: https://amzn.to/2K86PKZ
East of Eden by John Steinbeck: https://amzn.to/2LRucx8
Revenger by Alistair Reynolds: https://amzn.to/2LLMEHy

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

The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change

Revenger

Against the Gods: The Remarkable Story of Risk

East of Eden (Oprah's Book Club)

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Agency Nation is the voice of agents throughout the United States. They are a role model for me in terms of content and message. In this episode, I spoke with Joey Giangola, Managing Editor of Agency Nation. We talked about his personal creative process, the creative process of the team at Agency Nation, how the band got together, and Joey's thoughts on the agency system and the future of it. Someday I will grow up and be able to make content like the team at Agency Nation. Stay tuned to the end where I challenge Joey to challenge me to make a video for Agency Nation.

CONNECT WITH JOEY GIANGOLA:
LinkedIn: https://www.linkedin.com/in/joeygiangola/
Agency Nation Home Page: https://www.agencynation.com/ MENTIONED IN THIS EPISODE:
Ryan Hanley: https://www.linkedin.com/in/ryanhanley/Colby College: https://www.colby.edu/
My podcast with Patrick Muscenti: https://goo.gl/gDAHWV
My podcast with Zach Finn: https://goo.gl/C5fUQg
Kelly Donahue-Piro: https://www.linkedin.com/in/kellydonahuepiro/
Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb/
Google Keep: https://www.google.com/keep/
Day One Journaling App: http://dayoneapp.com/

BOOKS RECOMMENDED BY :
The Kid Who Only Hit Homeruns: https://amzn.to/2LLMxfn
Books on Elon Musk: https://amzn.to/2NPg3OC
Jab, Jab, Jab, Right Hook: https://amzn.to/2NPg3OC

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

The Kid Who Only Hit Homers (Matt Christopher Sports Classics)

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

In this episode, I had a pleasant conversation with Charles Specht of Permission Group. Charles fell into insurance and loved the production side of the business. After committing himself to the ministry, Charles created Permission Group to teach aspiring agents and brokers how to ethically grow a $1 million book of business by getting permission and by getting the Broker of Record (BoR) Letter. According to Charles, nothing says permission or trust than by a customer signing the BoR and few things allow a book to grow as quickly!

CONNECT WITH CHARLES SPECHT:
LinkedIn: https://www.linkedin.com/in/charlesspecht/Permission Group Home Page: https://permissiongroup.com/MENTIONED IN THIS EPISODE:Patrick Muscenti's podcast recording: https://goo.gl/gDAHWV

BOOKS RECOMMENDED BY CHARLES:
Revealed by Charles Specht: https://amzn.to/2mDxiqE
Storybrand by Don Miller: https://amzn.to/2LxnsnW
The Book of Proverbs: https://amzn.to/2mDwwcQ

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

None

Building a StoryBrand: Clarify Your Message So Customers Will Listen

Revealed: God's Will For Your Life

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

You may have heard about Comedians in Cars Getting Coffee with Jerry Seinfeld. Well, in this episode of Profiles in Risk, I sat in a car at Logan Airport in Boston, with David Wright, where we discussed all things brokering in reinsurance (with a pinch of comedy thrown in). What is a reinsurance broker? What do they do? How does one become a reinsurance broker? Just two guys...sitting in a car...in the cell phone lot...with two giant microphones on the dashboard...talking reinsurance...nerding out...#RaisingTheBar!

CONNECT WITH DAVID WRIGHT:
LinkedIn: https://www.linkedin.com/in/david-wright-73661214/
Beach Group Home Page: http://beachgp.com/ MENTIONED IN THIS EPISODE:Podcast Nick Mentioned on The Challenger Sale: https://overcast.fm/+Gs6kOEluQ
The Challenger Sale Book: https://amzn.to/2uzQ9ad
David's Podcast - The Not Unreasonable Podcast: https://notunreasonable.buzzsprout.com/

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

The Challenger Sale: Taking Control of the Customer Conversation

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

The Private Risk Management Association (PRMA) is a non-profit, industry association whose mission is to provide an ecosystem of support to professionals involved in the high-net worth space. The PRMA provides education, collaboration, networking and awareness raising for incredibly complex exposures. In this episode of Profiles in Risk, Lisa & Azeema discuss the PRMA's purpose, it's membership, it's educational mission and we discuss the Summit, the annual event which hosts professionals from a variety of professions who together create world-class solutions to this challenging space. (I attended the PRMA Summit in 2017 and was amazed at the camaraderie and collaboration that occurred. The high-net worth space is similar to middle-market commercial in it's complexity and the go-to source for industry professionals in this arena, is the PRMA)

CONNECT WITH PRMA:
PRMA Home Page: https://www.privateriskmanagement.org/
Lisa Lyndsay (LinkedIn): https://www.linkedin.com/in/lisa-a-lindsay-2755343/
Azeema Hartley (LinkedIn): https://www.linkedin.com/in/azeema-hartley-186b505a/ MENTIONED IN THIS EPISODE:2018 PRMA Annual Summit: https://prmasummit.org/
The Chartered Private Risk and Insurance Advisor (CPRIA) certificate: https://goo.gl/ThSxRU
Jack Uldrich - Futurist: http://jackuldrich.com/
General Manager Program (Harvard Exec Program): https://www.exed.hbs.edu/programs/gmp/Pages/default.aspx

BOOKS RECOMMENDED BY LISA:
The Service Profit Chain by James L. Heskett, W. Earl Sasser,

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

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

The Road Not Taken: Edward Lansdale and the American Tragedy in Vietnam

Edward Lansdale: The Unquiet American

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Talking with Steve Gordon is inspiring. He struggled with education as a child yet built a successful career in insurance even though he is still young and rising. He did this with grit and by focusing on his strengths and by having a mentor who believed in him and gave him a chance. Now, Steve is looking to give back, with a charity to help other children get experience and confidence. There is definitely a sensai vibe when talking to Steve.

CONNECT WITH STEVE GORDON:
LinkedIn: https://www.linkedin.com/in/steve-gordon-b1904924/
Twitter: https://twitter.com/mifbadvisoryllp
Charity (Twitter): https://twitter.com/CharityMSH
Charity Homepage: http://makingsomethinghappen.org/ MENTIONED IN THIS EPISODE:"Practice makes permanent"
"Specialize, but don't be a specialist"
Nigel Walsh: https://www.linkedin.com/in/nigelwalsh/
RIskGenius & Chris Cheatham: http://www.riskgenius.com/

BOOKS RECOMMENDED BY STEVE:
The Go-Giver by Bob Burg: https://amzn.to/2lEeW8bThe 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

The Broker Boys

The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea (Go-Giver, Book 1

Eubank: The Autobiography

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Michael Gay has built a career in the program business space & MGA/MGU space. Program businesses are the incubators of the insurance product chain where niche or test insurance products can be built, tested, tweaked and marketed without the pressures of a scaled up, generalized product such as auto, homeowners or workers compensation. Michael is an expert in this area and walks us through how he comes up with ideas for insurance products, how he builds them and how he measures the success of these programs.

CONNECT WITH MICHAEL GAY:
LinkedIn: https://www.linkedin.com/in/michaelwgay/ MENTIONED IN THIS EPISODE:The AIG Story by Maurice Greenberg: https://amzn.to/2tr1Rnf
Bullett Journaling: https://amzn.to/2K4BD3X

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/2KgnpsUThe 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/5K4X3Q Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbD Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Complete Idiot's Guide to Physics

The Ignatius Bible: Revised Standard Version - Second Catholic Edition

The 365 Bullet Guide: Organize Your Life Creatively, One Day at a Time

The AIG Story

See You at The Top and The Performance Planner Zig Ziglar Hardback Book Set of 2

The 10X Rule: The Only Difference Between Success and Failure

The Complete Idiot's Guide to Music Theory, 2nd Edition

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Amy Waninger fell into insurance just like many of us (she needed a job). Also like us, she found the industry more compelling than the stereotype. Along the way, she discovered that having a strong, supporting network is the foundation for any successful career. Amy founded Lead at any Level to promote in-the-trenches leadership, diversity and inclusion, and career management through mentoring, public speaking engagements, and other offerings. She also wrote Network Beyond Bias, Making Diversity A Competitive Advantage in Your Career to help us find those meaningful connections that can transform ourselves into who we want to be.

CONNECT WITH AMY WANINGER:LinkedIn: https://www.linkedin.com/in/amycwaninger/ Twitter: https://twitter.com/AmyCWaningerLead At Any Level Home Page: https://leadatanylevel.com/

MENTIONED IN THIS EPISODE:
Santa Claus, Indiana: https://en.wikipedia.org/wiki/Santa_Claus,_IndianaNational African Americans Insurance Association (NAAIA): https://www.naaia.org/NAAIA Fall Conference: https://www.naaia.org/conference/The Settlers of Catan: https://amzn.to/2th4BlYBOOKS RECOMMENDED BY AMY:
Network Beyond Bias by Amy Waninger: https://amzn.to/2JXYw4Y
Love is the Killer App by Tim Sanders: https://amzn.to/2t5utSy
Blog2Book by Cathy Fyock: https://amzn.to/2t2nFp4
Blackboy by Richard Wright: https://amzn.to/2JLrvNG

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://g

Black Boy

Blog2Book: Repurposing Content to Discover the Book You've Already Written

Network Beyond Bias: Making Diversity a Competitive Advantage for Your Career

The Settlers of Catan

Love Is the Killer App: How to Win Business and Influence Friends

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

My first experience with Randy Schwantz was at the first agency I worked at. All the corner office producers had The Wedge in their bookcases. In fact, in every successful agency I ever worked at had a copy of The Wedge. Coincidence? Nope.

Randy Schwantz is considered one of the best insurance production trainers. The Wedge production system focuses on the biggest problem for producers...regardless of your product or service, most insurance buyers already have a relationship with an agent/broker and are much more likely than not to be satisfied. The Wedge is a process to "wedge" your way into that relationship so that you can better sell your solutions. We discuss this and a lot more in this episode of Profiles in Risk.

CONNECT WITH RANDY SCHWANTZ:
LinkedIn: https://www.linkedin.com/in/randyschwantz/
Home Page: http://thewedge.net/

MENTIONED IN THIS EPISODE: All Books Written by Randy Schwantz: https://amzn.to/2JAKURgArticle on Bill Belichick from ESPN: https://goo.gl/ciQq1Z
BOR - Broker of Record Letter: https://www.investopedia.com/terms/b/broker-of-record.asp
S&L Crisis (Keating): https://en.wikipedia.org/wiki/Savings_and_loan_crisisBOOKS RECOMMENDED BY RANDY:
Storytelling Made Easy by Michael Hauge: https://amzn.to/2MoHhM9
Unlimited Power by Anthony Robbins: https://amzn.to/2Mp67eE

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Wedge: How to Stop Selling and Start Winning

Storytelling Made Easy: Persuade and Transform Your Audiences, Buyers, and Clients — Simply, Quickly, and Profitably

Unlimited Power

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

I've been enamored with captive insurance for most of my insurance career. The ability of insureds to get tax benefits for self-insuring exposure solves a lot of problems when they are unable to 1. acquire insurance for their exposure (dangerous product or industry) or 2. are unable to acquire insurance at a reasonable premium (hard market or misunderstood exposure). In this episode, I discuss all things captive with Van Carlson of Strategic Risk Alternatives

CONNECT WITH VAN CARLSON:LinkedIn: https://www.linkedin.com/in/vancarlson/
Strategic Risk Alternatives Homepage: https://goo.gl/v7pSKU

MENTIONED IN THIS EPISODE: 831b Tax Code For Captives: https://goo.gl/vPYee2
1986 Tax Reform Act That Allowed Captives: https://www.irs.gov/pub/irs-tege/eotopicn97.pdfBOOKS RECOMMENDED BY VAN:
The E-Myth by Michael Gerber: https://amzn.to/2y0uITRThe Rainmaker by John Grisham: https://amzn.to/2LBoKef

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

The Rainmaker: A Novel

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

If in any moment of crisis you need to call Olivia Pope, you are not practicing risk management but crisis management. In this episode of Profiles in Risk, I speak with Lawanda Hall, a Risk Manager for a global automobile firm. We discussed how her passion for math and numbers lead her to a degree in risk management and how she went on to become a corporate risk manager. She discusses what it takes to become a risk manager, including how to sharpen your communication skills, which is a big part of properly communicating risk and risk prevention/mitigation throughout an organization.

CONNECT WITH LAWANDA HALL:LinkedIn: https://www.linkedin.com/in/lawandamichell/

MENTIONED IN THIS EPISODE:
CPCU designation
AIC Designation
ARM Designation
Intelligent IntentionsBOOKS RECOMMENDED BY LAWANDA:
The One Thing by Gary Keller & Jay Papasan: https://amzn.to/2sDhU0u
Influencer by Kerry Patterson & Joseph Grenny: https://amzn.to/2sQblXM
Fictional Book by Nicholas Sparks: https://amzn.to/2xPU475
Mystery Books by Harlan Coben: https://amzn.to/2kXkNoVBooks by Pearl Cleage: https://amzn.to/2kXlEWFBooks by E. Lynn Harris: https://amzn.to/2LzurcL

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results

Influencer: The Power to Change Anything

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

It is such a pleasure when I get to speak to someone to is solving a problem that I had no appreciation of its existence. Ultimately claims are the insurance product. Even well-meaning carriers looking to close claims quickly can stumble in situations where the adjusting team struggles to contact, schedule, meet and close the claim. Rebecca is solving this problem via technology. Using software, Rebecca and the Schedule It team are using technology to simplify the process and optimize time for all stakeholders in a claim. This closes claims quicker and reduces conflict and provides the best possible experience for the claimant.

CONNECT WITH REBECCA WHEELING:LinkedIn: https://www.linkedin.com/in/rebecca-wheeling-155980b/
Homepage: https://www.scheduleit.io/

MENTIONED IN THIS EPISODE:
Adjuster Training - http://www.adjusterpro.com/

BOOKS RECOMMENDED BY PATRICK:
The Bible: https://amzn.to/2sFQxSK

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

New American Standard Bible

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

We often get questions at the Insurance Nerds Slack Channel on how one would open an agency. Carrier appointments, technology, sales, accounting and a whole host of other factors need to be addressed. In this episode of Profiles in Risk, Tony and I spoke with John Prichard Jr of Oli Insurance Services. Oli is a full-on support stack for every aspect of the brokerage business. Even a single person producer can get full back office support and market access using Oli, so that they can do what they do best. We also discussed the insurtech scene as it relates to agents and brokers and John provides some other advice to agents from his many decades of experience at Heffernan Insurance and at Oli seeing many hundreds of agencies.

CONNECT WITH JOHN PRICHARD JR.:LinkedIn: https://www.linkedin.com/in/john-r-prichard-jr-1356964/
Homepage: http://www.oliins.com/

BOOKS RECOMMENDED BY JOHN:
Go Giver by Bob Burg: https://amzn.to/2J262je

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea (Go-Giver, Book 1

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

A transcript of this broadcast has been provided below.

Matteo Carbone is one of the world's leading insurance thought leaders and is routinely ranked as a top 5 (and often, THE most) influential person in insurtech! In this episode Matteo and I discussed how he got into insurance (he fell into it via consulting), how he became a thought leader (find your voice and share your insights) and we discussed his two main ventures, The IoT Observatory and Archimede SPAC, an Italian insurtech carrier. Matteo doesn't just counsel other companies, he eats his own cooking, which combined with being Italian, means you know it's going to be spectacolo!

CONNECT WITH MATTEO CARBONE:
LinkedIn: https://www.linkedin.com/in/matteocarbone/
Twitter: https://twitter.com/MCins_
IoT Observatory: https://www.connectedinsuranceobservatory.com/

MATTEO'S BOOK:All The Insurance Players by Matteo Carbone And Andrea Silvello: https://amzn.to/2kyaSG9

MENTIONED IN THIS EPISODE:
Archimede SPAC: https://www.archimedespac.com/

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

All the Insurance Players Will Be Insurtech: A wave of innovation is finally reshaping the insurance industry

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Patrick Muscenti is the Lebron James of insurance production. He would blush at that, but he's from Cleveland, and Lebron James was mentioned in this podcast and Patrick is a really big believer in coaching, training and becoming elite, thus he qualifies in the Lebron James category. But seriously, when you talk to Patrick you do get the sense that he is listening deeply to your words and his responses are always measured & thoughtful. I can't help but imagine that he practices what he preaches and he takes his craft (and clients) very seriously.

CONNECT WITH PATRICK MUSCENTI:
LinkedIn: https://www.linkedin.com/in/pmuscenti/

BOOKS RECOMMENDED BY PATRICK:The Pearl by John Steinbeck: https://amzn.to/2LqUTpI

MENTIONED IN THIS EPISODE:
Sandler Sales Training: https://www.sandler.com/

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The Pearl

This episode is sponsored by IA Path - Online Adjuster Training. Go to https://iapath.com**

This episode was almost too much fun. Tony and I discuss all things agency with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly discusses the things that great agencies do (and why poor performing agencies are poor performing). As Kelly mentions, great agencies strive for excellence. They hold everyone accountable and they execute their vision for excellence in every aspect of the business from recruiting and hiring to training to performance management. We had a great discussion about personal lines agencies and Kelly's thoughts were that the decline of the personal lines agent has more to do with poor execution than poor economics.

We had a lot of fun in this episode and be sure to look out for future broadcast between Agency Performance Partners and Insurance Nerds in the near future!

CONNECT WITH KELLY DONAHUE-PIRO:
LinkedIn: https://goo.gl/BAOlsu
Twitter: https://goo.gl/6Kpz6t
Home Page: https://www.agencyperformancepartners.com/

BOOKS RECOMMENDED BY KELLY:
Hug Your Customers by Jack Mitchell
The Hard Thing About Hard Things by Ben HorowitzSUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results

The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers

This episode is sponsored by IA Path - Learn to write auto, heavy truck, and other claim types with IA Path’s online trainings. Go to http://iapath.com**

I apologize for some of the audio quality. My new microphone did not work so well. Regardless, there are some good conversations with attendees from the Insurtech Rising, Boston conference in early May.

Here is a list of folks I spoke to, in order of appearance:

Anita Aspill of IDA Ireland: https://goo.gl/63UXvA (see below for some IDA materials provided by Anita)
Brent Williams of Benekiva: https://goo.gl/KB6zbM
Shruthi Rao of Adapt Ready: https://goo.gl/xHUQoC
Harish Neelamana of DataCubes: https://goo.gl/wu2aKr
Graham Gudmestad of DataCubes: https://goo.gl/NcUcAk
Jim Bowen of Energetic Insurance: https://goo.gl/F7ZxwA
Abel Travis of AF Fund: https://goo.gl/tKggoL
Brent Poliquin of AIR Worldwide: https://goo.gl/WZbcUN

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

In this episode of Profiles in Risk, Carl Moulton, managing partner at datMoose helped to educate me on the current state of agency lead generation and how DMCOs (digital marketing co-ops) can be a more effective and efficient form of lead generation.

CONNECT WITH CARL MOULTON:
LinkedIn: https://goo.gl/MHEQnU
Home Page: http://www.1lead1buyer.com/

MENTIONED IN THIS EPISODE:
Steve Anderson
The SIAA
WE Insure
Brightway Insurance
Insurance Nerds Slack Channel
Insightly
Prosperworks
HubSpot

BOOKS RECOMMENDED BY CARL:
The E-Myth by Michael Gerber: https://amzn.to/2Iqww9u

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com**

Pat West is NOT an acting as an agent or a broker. But he helps customers get insurance. He is the Chief Shopping Officer of Hedge Quote. Confused? I was too until I sat down and spoke with Pat about this new twist to an old business model. As you will hear, Pat cares deeply about the customer experience and customer satisfaction.

CONNECT WITH PATRICK WEST:
LinkedIn: https://goo.gl/Z8V1K1
Twitter: https://twitter.com/hedgequote
Home Page: https://www.hedgequote.com/

MENTIONED IN THIS EPISODE:
TrueCar
Jetty Insurance
Metromile
CoverWallet

BOOKS RECOMMENDED BY PATRICK:
Who Gets What - And Why by Alvin Roth: https://amzn.to/2KlK8Uf
A Shark Never Sleeps by Drew Rosenhaus: https://amzn.to/2wxXpH4
Rhinoceros Success by Scott Alexander: https://amzn.to/2rGRD0h

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

A Shark Never Sleeps: Wheeling and Dealing with the NFL's Most Ruthless Agent

Rhinoceros Success : the Secret to Charging Full Speed Toward Every Opportunity

Who Gets What ― and Why: The New Economics of Matchmaking and Market Design

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com**

Broker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience. In this episode Tony (he is the one making all of the typing sounds at the beginning of the podcast - before I sent him a nasty message) & I spoke with Jason Keck, CEO of Broker Buddha. Jason discussed more than just the solutions Broker Buddha provides. One big insight that I took away from this recording was Jason's belief that successful startups need to be really good at, and remembered for one BIG thing. Too many startups are trying to solve too many problems, too quickly. Their potential customers can't pin down that one thing they are really good at, thus, aren't known for solving any problem. Jason is a serial entrepreneur with senior experience at some big-time startups such as Shazam. He definitely brings an interesting perspective to how insurtech should solve insurance-related problems.

CONNECT WITH JASON KECK:
LinkedIn
Twitter
Broker Buddha Home Page

BOOKS:
The 4-Hour Work Week by Tim Ferriss

MENTIONED ON THE PODCAST:
Tim Ferris Podcast
Yesware
Slack
PipeDrive
Boomerang For Gmail
QuickMail

Subscribe at: Stitcher iTunesGoogle Play
YouTubeBuzzsprout
RSS

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com**

Recently I had the pleasure to spend a Saturday morning speaking with Ashley Fitzsimmons. I invited her on because I have been following her on LinkedIn and Twitter and her enthusiasm and motivation for her work stand out. She is the self-professed Beyonce of insurance and in this episode, we talked about her initial career, the trade-offs with working in the family business, millennial stuff and of course, since she's in productions, sales stuff. Performers like Ashley are the future of this business.

CONNECT WITH ASHLEY FITZSIMMONS:
LinkedIn
Twitter

BOOKS:
Eat That Frog by Brian Tracy
You Are A Badass by Jen SinceroInsuring Tomorrow by Tony Canas & Carly Burnham
The Power of Moments by Chip Heath & Dan Heath

Subscribe at: Stitcher iTunesGoogle Play
YouTubeBuzzsprout
RSS

You are a Badass (Deluxe Edition): How to Stop Doubting Your Greatness and Start Living an Awesome Life

The Power of Moments: Why Certain Experiences Have Extraordinary Impact

Insuring Tomorrow: Engaging Millennials in the Insurance Industry

Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time

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

Bob Frady is not your normal CEO.

Bob is CEO and co-founder of HazardHub, a company which provides a full hazard report card on your property. Fire, flood, wind, earth movement, and even man-made risks are all covered and graded. The report also tells property owners where the closest fire station and fire hydrants are. It is the most comprehensive hazard report available. You can get one free at www.freehomerisk.com.

One interesting take away from my conversation with Bob was about the Law of Large Numbers. This insurance principle has protected insurers for 300 years. Even with Insurtech on the rise, insurers are still somewhat shielded by the Law of Large Numbers. So even in an environment with imperfect information becoming less imperfect every day, this principle is still quite valid (information will never be perfect). Bob was also a stand-up comic. With permission, here is my favorite laugh out loud skit of Bob's

CONNECT WITH BOB FRADY: LinkedIn HazardHub Home Page

BOOKS:
Papi: My Story by David Ortiz & Michael Holley
Back From The Dead by Bill Walton
The Power of Habit by Charles Duhigg

Papi: My Story

Back from the Dead

The Power of Habit: Why We Do What We Do in Life and Business

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 Play
YouTubeBuzzsprout RSS

HOW TO CONNECT WITH STEVE EVANS:
LinkedIn
Twitter

MENTIONED IN THE PODCAST:
Artemis Home Page
Reinsurance News Home Page
ILS Asia - July 12 - Singapore
ILS-NYC - February 2018 (post-event blog)
Extraordinary Re
Will Dove (CEO of !Re)
Solidum Partners ILS on Blockchain
My article on insurance innovation

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 iTunesGoogle Play
YouTubeBuzzsprout
RSS

HOW TO CONNECT WITH:
LinkedInTwitter
Email

MENTIONED IN THE PODCAST:
John Eubank
RTFP - Read The F- Policy
Kevin Grudzien's podcast on BI accounting and Insurance CSI
Oxford Comma Claim

BOOKS:
How to Draft and Interpret Insurance Policies by Kenneth Wollner and Richard Scislowski and W. Jeffrey Woodward
General Liability Insurance Coverage by Randy Maniloff

General Liability Insurance Coverage: Key Issues in Every State

How To Draft and Interpret Insurance Policies, 2nd ed.

David Tobias understood insurance from a young age (his Dad was in insurance and David started doing inspections before he turned 20). He also had a passion for technology (he taught himself how to code). David and his coFounder (David Lyman) saw a problem that existed in insurance, which was that roof inspections where hard, expensive, yet the desire to have that information, very useful. They also saw the potential for drone technology to be a potential solution. After their first paid gig, they saw a really big opportunity to use technology to both, acquire digital imagery, but more importantly, to scale the analytics around those digital images to help underwriters, adjusters and others obtain valuable insights on entire property exposures.

Betterview exists to make every property thoroughly understood. The company does this by providing software and services to capture, organize and analyze data to unlock valuable insight.

There's a really good section of the podcast where David discusses how he thought digital imagery via drones was going to be "the product". Instead, the real product is the insights that The BetterView software provides when examining the digital imagery. This is a valuable lesson for all startup founders. Your solution is likely to be a deeper and more meaningful experience than what you originally imagined. With feedback, BetterView found product/market fit. Whatever itch you, as a business, think you are scratching...keep picking...there is likely a deeper problem to solve.

Subscribe at: Stitcher iTunes Google Play
YouTubeBuzzsprout RSS

HOW TO CONNECT WITH DAVID TOBIAS:
LinkedIn Twitter Email

MENTIONED IN THE PODCAST:
BetterView Home Page Inbox Zero BOOKS:
Zero to One by Peter Thiel
Principals by Ray Diallo
Creative Confidence by Tom Kelly & David KellySteve Jobs by Walter Isaacson

Steve Jobs: The Exclusive Biography

Zero to One: Notes on Startups, or How to Build the Future

Principles: Life and Work

Creative Confidence: Unleashing the Creative Potential Within Us All

Avolyn Fisher caught my eye by writing an article on LinkedIn about how she tried stand-up comedy and how that training helped her in her day job as a data analyst. I was very intrigued, mostly, because I have wanted to practice standup but am afraid to, so I have a lot of respect for those that try but I also wanted to talk to Avolyn so that she could tell her story to you all. A story I think you will get something out of.

HOW TO CONNECT WITH AVOLYN FISHER:
LinkedIn
Twitter

MENTIONED IN THE PODCAST:
Avolyn's Article on Standup
Russ Robert's EconTalk podcast
So Good They Can't Ignore You by Cal Newport

BOOKS:
How Adam Smith Can Change Your Life by Russ Roberts
Superforecasting: The Art and Science of Prediction by Philip Tetlock and Dan Gardner
Weapons of Math Destruction by Cathy O'Neil

Weapons of Math Destruction: How Big Data Increases Inequality and Threatens Democracy

Superforecasting: The Art and Science of Prediction

How Adam Smith Can Change Your Life: An Unexpected Guide to Human Nature and Happiness

So Good They Can't Ignore You: Why Skills Trump Passion in the Quest for Work You Love

Tom Johansmeyer is the Michael Lewis of Insurance. As the head of Verisk's PCS division, Tom is continuing the PCS tradition of aggregating insured industry losses, and taking that to a whole new level. PCS, globally known for aggregating, weather, earthquake, fire and other natural catastrophes is expanding into cyber, terror and other specialty lines, and taking the show on the road...globally. Tom and I discuss the value of aggregated industry losses, how the industry is creatively using those loss figures and the new products being deployed to help the insurance ecosystem smoothly transfer risk. Armed with a philosophy degree, tenure at a consulting firm and a love of writing, Tom got into insurance at Guy Carpenter. Tom was the creator of Captial Ideas and has kept his writing and marketing skills sharp over at PCS. PCS is an advertiser of Insurance Nerds...join the Reinsurance Revolution!

HOW TO CONNECT WITH TOM JOHANSMEYER:
LinkedIn
Twitter

MENTIONED IN THE PODCAST:
PCS - Property Claims Service - a division of Verisk Analytics
ILW - Industry Loss Warranty
Brent Poliquin's Podcast on Insurance Linked 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 triggers
Basis Risk - In ILS, because ILS sponsors have different loss triggers available to them aside from triggers on their own losses (see indemnity above), sponsors run the risk that an event payout, based on a non-indemnity trigger, may not match their true losses. With basis risk, a sponsor may receive more payout than they had insured losses, or worse, less payout than their total event loss.
Costa Concordia lossDeep Water Horizon lossJubilee lossKea Trader lossEquifax Cyber Breach

Jeff Arnold is the President of RightSure Insurance Group and the author of the book The Art of The Insurance Deal. Jeff spoke with Tony and me about how he locates, finances and buys insurance agencies. We discussed things that can blow up a deal, how sometimes, purchased agencies do not end up being a good fit and in some cases, those same agencies need to be sold to other buyers that can make them a good fit.

Some important considerations when buying an agency are:

is it a good fit?
how should the agency be valued?
how should the price be financed?
what are the responsibilities of the sellers upon the sale?
how do you integrate the newly acquired staff and IT?

HOW TO CONNECT WITH JEFFREY ARNOLD:
LinkedIn
RightSure Insurance Group
Jeff's Home Page

BOOKS:
The Art of The Insurance Deal by Jeffrey Arnold
E-Myth Revisited by Michael Gerber
Good to Great by Jim Collins
Napolean Hill Books
Brian Tracy Books

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

The Art of the Insurance Deal

Good to Great: Why Some Companies Make the Leap and Others Don't

March is Women's History Month. We end March by discussing diversity in insurance with a woman who knows quite a bit about the topic. Diversity in the workplace is an asset according to Deidre Wright. In this episode of Profiles in Risk, Deidre and I discussed, diversity, what it means (it's deeper than I thought), inclusion and how important it is to allow your employees the ability to allow their true, authentic personalities to be a diversifying asset in your organization's success. Even employees with purple hair can be your rock stars!

HOW TO CONNECT WITH DEIDRE WRIGHT: LinkedIn
Twitter www.diversityinclusioninstitute.com

BOOKS: Eat That Frog by Brian Tracy
Outwitting The Devil by Napolean Hill
Stargirl by Jerry Spinelli

Outwitting the Devil: The Secret to Freedom and Success (Official Publication of the Napoleon Hill Foundation)

Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time

Stargirl (Stargirl Series)

March is Women's History Month.We end March by discussing diversity in insurance with a woman who knows quite a bit about the topic. Diversity in the workplace is an asset according to Deidre Wright. In this episode of Profiles in Risk, Deidre and I discussed, diversity, what it means (it's deeper than I thought), inclusion and how important it is to allow your employees the ability to allow their true, authentic personalities to be a diversifying asset in your organization's success. Even employees with purple can be your risk stars!

HOW TO CONNECT WITH DEIDRE WRIGHT:
LinkedIn
Twitter
www.diversityinclusioninstitute.com

BOOKS:
Eat That Frog by Brian Tracy
Outwitting The Devil by Napolean Hill
Stargirl by Jerry Spinelli

Outwitting the Devil: The Secret to Freedom and Success (Official Publication of the Napoleon Hill Foundation)

Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time

Stargirl (Stargirl Series)

Out of all the insurtech ideas sprouting in the market, I have yet to see anything that has the potential that blockchain has. In this episode of Profiles in Risk, I spoke with Patrick Schmid of The Institutes' RiskBlock Alliance. Patrick is working with the insurance ecosystem to help them co-develop the blockchain platforms and technologies necessary for insurance to blossom in the next wave of innovation.

HOW TO CONNECT WITH PATRICK SCHMID:
LinkedIn
RiskBlock Site
Email

MENTIONED IN THE PODCAST:
Ethereum
GDPR Regulations
HyperLedger
B3i
R3

PRODUCTIVITY:
Slack
Confluence
GitHub
Twitter

BOOKS:
The Rationale of Central Banking by Vera Smith
Ishmael: A Novel by Daniel Quinn
Man's Search For Meaning by Viktor Frankl

Ishmael:A Novel

Man's Search for Meaning, Gift Edition

The Rationale of Central Banking: And the Free Banking Alternative

In this episode of Profiles in Risk, I spoke with Garrett White, President of Blue Lime Group & Chris Prewit, co-director of the IIASA (Independent Insurance Agents of San Antonio). We discussed the current state of Independent Agencies, the future and how IIASA has piloted outreach programs for college and high school students to experience insurance and gain real-life experience.

UPCOMING EVENTS:
ELITExas - AI in Your Agency: Automate the boring stuff - March 30th, 2018
2018 TRADE FAIR - THE PEARL STABLE - April 5, 2018

CONNECT WITH GARRETT WHITE:
LinkedIn

CONNECT WITH CHRIS PRUITT:
Email

MENTIONED IN THE PODCAST:
Embroker
Bold Penguin
Bold Penguin podcast with Ilya Bodner
Ask Kodiak Podcast with Allan Egbert
Cover podcast with Karn Soaroya
BrokerLift podcast with Thomas Accardo
National Alliance CISR Designation
Stephen Covey Daily Planner

BOOKS MENTIONED:
As a Man Thinketh by James Allen
The 48 Laws of Power by Robert Greene
The 4 Disciplines of Execution by Chris McChesney
The 80/20 Principle by Richard Koch
Leaders Eat Last by Simon Sinek

Classic 7 Habits Daily Ring-bound Planner - Jan 2018 - Dec 2018

The 80/20 Principle: The Secret to Achieving More with Less

48 Laws of Power

Leaders Eat Last: Why Some Teams Pull Together and Others Don't

As a Man Thinketh (Volume 1) (Classic Thoughts and Thinkers, 1)

The 4 Disciplines of Execution: Achieving Your Wildly Important Goals

David Milton is the founder and CEO of TelaClaims, based in Florida. In this episode we discussed the tech advancement of claims from an old paper based system to a modern tech based function. The mission of TelaClaims is to get claims closed properly as fast as possible. According to David, the only good claim is a closed claim and we discussed why that is. We also talked about what technologies are now being used in the claims adjustment process. We closed the conversation on the TelaClaims work culture and he offers free yoga and judo to his employees on the job site!

HOW TO CONNECT WITH DAVID MILTON:
LinkedIn
TelaClaims HomePage

MENTIONED IN THE PODCAST:
Licensing Course (LMS Course)

BOOKS:
Delivering Happiness by Tony Hsieh (founder of Zappos)
Insuring Tomorrow by Tony Canas and Carly Burnham

Insuring Tomorrow: Engaging Millennials in the Insurance Industry

Delivering Happiness: A Path to Profits, Passion, and Purpose

In this episode, Lisa Miller and I discuss regulators, regulations and how the insurance ecosystem can interrelate effectively with regulators. Lisa provides some advice on when (often) and how (engage and discuss) to work with regulators. Her advice is similar to what Trent Cooksley advised on how to pitch to investors...DO YOUR HOMEWORK. Make it easy for them to buy into your idea (rates, forms, products etc). Yes, regulators are human, and yes, they do like coffee.

HOW TO CONNECT WITH LISA MILLER:
LinkedIn
Home Page

MENTIONED IN THE PODCAST:
Florida Office of Insurance RegulationAssignment of Benefits (Wes Todd & I discussed this for an entire podcast recently)
FHCF - Florida Hurricane Catastrophe Fund
Bryan Koon - Director of Florida Division of Emergency Management

BOOKS:
A Regulator’s Introduction to the Insurance Industry

February was Insurance Careers Month. In this episode of Profiles in Risk, I spoke with Chris Stanley, someone who is literally helping people to build an insurance career. Chris is an author, independent adjuster and the founder of IA Path, an online training company helping those who would like to build their own Independent Adjuster or Appraiser business. We discussed how to become an IA & more importantly, what successful IA's do and DON'T do.

MENTIONED ON THE SHOW:
Jon Nastor & Productivity
Jon & Jerod Morris' Showrunner Podcast

CONNECT WITH CHRIS STANLEY:IA Path SiteLinkedIn
Twitter

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.

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.

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"

In this episode of Profiles in Risk, I spoke with Thomas Accardo of BrokerLift. BrokerLift helps brokers & agents digitize their products and services, creating a full eCommerce platform so that brokers don't have to become software developers. Like our prior guest, Thomas is from Canada and an immigrant into insurance. Thomas discusses loss leaders and other marketing concepts (his expertise) so that brokers can do what they do best while still growing and competing in a highly digital world.

CONNECT WITH THOMAS ACCARDO

LinkedIn

Twitter

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 SAROYALinkedIn

Twitter

email

In this episode of Profiles in Risk, I spoke with Herbert Chain and Larry Pistell of the St. John's University Tobin College of Business. Herb and Larry talked about the business school's history of insurance education. St. John's has one of the preeminent global insurance and risk management programs. St. John's is also bringing Insurtech to New York City. St. John's will host its 2nd Annual Insurtech conference on March 8th. It is an all-day event that I highly recommend. I was a panelist last year and the event is full of thought leaders, industry veterans, many startups and students and professors of St. John's.

NEXT GEN ANALYTICS AND THE INTERNET OF THINGS: POWERING INSURTECH

The agenda for the event is: * 2020 and Beyond: The Future of Insurance * How Big Data Analytics Will Transform the Effectiveness of the Insurance Value Chain * How Societal and Technological Trends Are Impacting Insurance * Leveraging the Best: Ideas and Solutions * Driving Change Through Analytics: Lessons Learned from Customers

Event Signup

CONNECT WITH LARRY & HERB

Larry Pistell's LinkedIn Page

Larry Pistell's email

Herb Chain's LinkedIn Profile

Subscribe at: Stitcher iTunes Buzzsprout RSS

In this episode of Profiles in Risk, I caught up with Tony Steuer. Tony is an advocate for insurance consumers and we've had him on the show before to discuss the Insurance Bill of Rights. We discussed the new Department of Labor requirements on best interests, the current status of the Affordable Care Act and Tony's thoughts and predictions for Insurtech in 2018.

CONNECT WITH TONYTwitter LinkedIn Home Page MENTIONED IN THE PODCAST Insurance Bill of Rights B3i - The Blockchain Insurance Industry Initiative NAIC concerns about Lemonade (see pages 33 & 34)

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.

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

In this episode, an all-star panel of insurance experts discusses the year that was in natural catastrophes. Will 2017 go down as the worst Nat-CAT season ever? You might be surprised at the responses.

**ALL-STAR PANEL

Kevin Grudzien

Rob Galbraith

Wesley Todd

David Wright**

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

This is a re-broadcast of a special episode of The Attachment Point where Tony Steuer discusses creating a set of ethical standards called the Insurance Bill of Rights.

**The Insurance Bill of Rights:

The Right to Have Your Agent Act in Your Best Interest

The Right to Receive Customized Coverage Appropriate to Your Needs

The Right To Free Choice

The Right to Receive an Answer to Any Question

The Right to Pay a Fair Premium

The Right to Be Informed

The Right to be Treated Fairly and Respectfully

The Right to Full Disclosure and Updates

The Right to Quality Service and Fair Handling of Claims

The Right to Change or Cancel Your Coverage and Be Notified of Any Change**

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

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

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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/

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

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:

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/

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

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

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/

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

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/

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/

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

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/

Show Notes:

Ilya Bodner: https://www.linkedin.com/in/ilyabodner/

Bold Penguin: http://boldpenguin.com/

InsuranceSafari

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

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

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

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!

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/

The Innovator's Dilemma: The Revolutionary Book That Will Change the Way You Do Business

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

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/

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

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

Insuring Tomorrow: Engaging Millennials in the Insurance Industry

Show Notes:

Wesley Todd: https://www.linkedin.com/in/wesley-todd-a9225929/

Casglide: http://www.Caseglide.com

http://www.insurancejournal.tv/videos/12272/

https://www.caseglide.com/blog/

https://www.linkedin.com/pulse/improve-collaboration-between-claims-underwriting-your-grant-woolven

http://stoptexaslawsuitabuse.com/

https://en.m.wikipedia.org/wiki/Wally_Pipp

https://en.m.wikipedia.org/wiki/Billy_Beane

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

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

Antifragile: Things That Gain from Disorder (Incerto)

Rare THE BLACK SWAN The Impact of the Highly Improbable Nassim Nicholas Taleb Fine/F [Hardcover] unknown

Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets (Incerto)

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

Show Notes:

Lemonade article: https://www.lemonade.com/blog/saving-80-90-seconds/

Author who writes for Vox: Sarah Kliff http://www.sarahkliff.com/

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.

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.

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