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&...
Dec 14, 2023•30 min
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: h...
Dec 13, 2023•16 min
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...
Dec 12, 2023•21 min
"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 ...
Dec 11, 2023•40 min
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
Dec 08, 2023•27 min
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
Dec 07, 2023•14 min
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
Dec 06, 2023•22 min
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 Professi...
Dec 05, 2023•45 min
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...
Dec 04, 2023•23 min
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://...
Dec 01, 2023•26 min
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-...
Nov 30, 2023•23 min
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...
Nov 29, 2023•24 min
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/...
Nov 28, 2023•25 min
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
Nov 27, 2023•28 min
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
Nov 22, 2023•51 min
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/br...
Nov 21, 2023•32 min
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...
Nov 20, 2023•20 min
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/n...
Nov 17, 2023•36 min
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
Nov 16, 2023•27 min
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...
Nov 15, 2023•21 min
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
Nov 14, 2023•20 min
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 prope...
Nov 13, 2023•20 min
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/ PI...
Oct 19, 2023•39 min
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....
Oct 18, 2023•31 min
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/H0...
Oct 17, 2023•24 min
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
Oct 16, 2023•27 min
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_DUDpeuop...
Oct 09, 2023•31 min
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
Oct 04, 2023•32 min
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...
Oct 02, 2023•27 min
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.loa...
Sep 28, 2023•33 min
