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...
Feb 28, 2024•20 min
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/
Feb 27, 2024•13 min
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
Feb 26, 2024•38 min
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
Feb 23, 2024•29 min
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 P...
Feb 21, 2024•16 min
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...
Feb 20, 2024•23 min
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/ Ins...
Feb 19, 2024•27 min
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
Feb 16, 2024•29 min
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://theindependencehu...
Feb 15, 2024•25 min
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
Feb 14, 2024•14 min
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
Feb 13, 2024•23 min
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
Feb 12, 2024•21 min
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 D...
Feb 05, 2024•40 min
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
Feb 02, 2024•18 min
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...
Feb 01, 2024•30 min
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-b50a...
Jan 31, 2024•16 min
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 Co...
Jan 30, 2024•57 min
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
Jan 29, 2024•9 min
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/
Jan 26, 2024•21 min
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/B7P0AH3GO...
Jan 25, 2024•25 min
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
Jan 24, 2024•55 min
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....
Jan 23, 2024•31 min
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
Jan 22, 2024•24 min
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...
Jan 19, 2024•44 min
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
Jan 18, 2024•45 min
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...
Jan 15, 2024•29 min
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/
Jan 11, 2024•24 min
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/
Jan 08, 2024•24 min
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
Dec 18, 2023•22 min
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
Dec 15, 2023•14 min
