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...
Sep 04, 2018•45 min•Ep. 108
(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 pro...
Aug 27, 2018•1 hr 1 min•Ep. 107
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://...
Aug 22, 2018•28 min•Ep. 106
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!
Aug 20, 2018•15 min•Ep. 105
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 participat...
Aug 19, 2018•50 min•Ep. 104
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 J...
Aug 16, 2018•52 min•Ep. 103
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 finan...
Aug 13, 2018•1 hr 3 min•Ep. 102
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/ ME...
Aug 06, 2018•40 min•Ep. 101
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...
Aug 01, 2018•49 min•Ep. 100
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 ge...
Jul 29, 2018•52 min•Ep. 99
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. So...
Jul 26, 2018•54 min•Ep. 98
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....
Jul 23, 2018•53 min•Ep. 97
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...
Jul 19, 2018•56 min•Ep. 95
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 members...
Jul 16, 2018•53 min•Ep. 95
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 WI...
Jul 09, 2018•55 min•Ep. 94
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://twitt...
Jul 02, 2018•42 min•Ep. 93
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...
Jun 28, 2018•1 hr 3 min•Ep. 92
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 ho...
Jun 25, 2018•51 min•Ep. 91
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,...
Jun 17, 2018•58 min
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...regardl...
Jun 14, 2018•46 min•Ep. 89
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 a...
Jun 11, 2018•50 min•Ep. 88
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 t...
Jun 07, 2018•45 min•Ep. 87
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,...
Jun 04, 2018•34 min•Ep. 86
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 perso...
May 30, 2018•39 min•Ep. 85
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 di...
May 28, 2018•34 min•Ep. 84
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 re...
May 23, 2018•49 min•Ep. 83
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 busine...
May 21, 2018•55 min•Ep. 82
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...
May 17, 2018•41 min•Ep. 81
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 SI...
May 16, 2018•45 min•Ep. 80
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 Twitte...
May 13, 2018•59 min•Ep. 79
