The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!
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...
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=g...
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 Z...
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 EPIS...
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 enfo...
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 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/ MENTIO...
“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 y...
"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: Sale...
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...
"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, downwar...
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 i...
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.
<Insurance Nerds is pleased to broadcast our first co-branded podcast, Get Ready! with Tony Steuer. We will be broadcasting these podcasts initially from Profiles in Risk, but PLEASE subscribe directly to this broadcast from the links below> Do you know how to build your brand? What is the future for long-form content and books? Are you prepared for the future of marketing yourself and your company? In this episode, Tony spoke with Tanya Hall. Tanya is the CEO of Greenleaf Book Group , aut...
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 op...
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 ...
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 EPIS...
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/ BO...
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://yourbrandm...
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 det...
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 m...
