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/fkqN...
Apr 27, 2020•1 hr 3 min
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-o...
Apr 22, 2020•51 min
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/
Apr 14, 2020•46 min
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/
Apr 08, 2020•50 min
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.
Apr 06, 2020•29 min
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/
Mar 30, 2020•45 min
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....
Mar 26, 2020•42 min
The Course: https://courses.yourbrandmarketing.com/courses/how-to-retain Ben Baker: https://www.linkedin.com/in/yourbrandmarketing/ Your Brand Marketing: https://yourbrandmarketing.com/
Mar 23, 2020•46 min
Cyrena-Marie Arnold: https://www.linkedin.com/in/wxcyrena/ Athenium Analytics: https://www.athenium.com/
Mar 17, 2020•52 min
“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 litera...
Mar 15, 2020•51 min
Margaret Resce Milkint, Amy Waninger, Deidre Wright and Joshua Lamangan discuss D&I.
Mar 11, 2020•53 min
https://www.linkedin.com/in/travishedge/ https://www.vouch.us/
Mar 08, 2020•33 min
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
Feb 26, 2020•31 min
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/
Feb 22, 2020•12 min
(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
Feb 19, 2020•22 min•Ep. 6
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 Sher...
Feb 16, 2020•46 min•Ep. 13
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...
Feb 16, 2020•29 min•Ep. 181
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/...
Feb 13, 2020•17 min
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 ...
Feb 09, 2020•42 min•Ep. 1
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
Feb 05, 2020•31 min•Ep. 6
“ 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. A...
Feb 01, 2020•1 hr 3 min•Ep. 12
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 ...
Jan 25, 2020•36 min•Ep. 180
“ 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 s...
Jan 19, 2020•39 min•Ep. 11
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...
Jan 11, 2020•38 min•Ep. 179
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
Jan 09, 2020•28 min•Ep. 5
“ 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 Office...
Jan 04, 2020•53 min•Ep. 10
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...
Jan 01, 2020•45 min•Ep. 178
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...
Dec 30, 2019•44 min
This is a replay of episode 19. In this episode, Carly and Tony discuss microinsurance with Richard Leftley, founder and CEO of MicroEnsure, a global microinsurance specialist based in London. Connect with Richard Leftley - https://www.linkedin.com/in/richardleftley/ MicroEnsure Homepage - https://microensure.com/ Subscribe at: Buzzsprout RSS: http://www.buzzsprout.com/87086 Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/n...
Dec 23, 2019•38 min•Ep. 19
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:...
Dec 16, 2019•48 min•Ep. 8