Tony chats with Sivan Iram, Founder and CEO at Flow, they are a next-generation wholesale broker specializing in financial lines providing wholesale services that are needing help in those lines of business. A different approach - specialized in middle and small commercial, and already featuring 50 carriers. Sivan Iram: https://www.linkedin.com/in/sivaniram/ Flow: https://www.flowspecialty.com/ Video Version: https://youtu.be/9oD0JcIPrp8
Jun 12, 2024•30 min
Tony chats with Woody Klemmer, Head of Growth at ForMotiv. They use behavioral data science, a combination of behavioral analytics and real-time data science to help Life and P&C carriers to analyze how people fill out their digital applications. They call this digital body language, and it allows them to identify risk, non-disclosure, premium leakage, and more! Woody Klemmer: https://www.linkedin.com/in/woodyklemmer/ ForMotiv: https://formotiv.com/ Video version: https://youtu.be/UyDSqHkVzN...
Jun 11, 2024•32 min
We catch up with Joseph Zaarour, Founder at ISolvRisk. Joseph is on a mission to solve insurance and risk management's talent problem with incredibly innovative solutions. ISolvRisk is pivoting to a really cool new idea we'd love to come to fruition because it's brilliant! Joseph Zaarour: https://www.linkedin.com/in/joseph-zaarour-8769a6177/ ISolvRisk: https://www.isolvrisk.com/ Video Version: https://youtu.be/VdKLTguNDgQ
Jun 11, 2024•25 min
I chat with Dave Olchowka, Founder and CEO at Prizm Insurance, the first and only tech-enabled insurance brokerage that catered to the high-net worth personal lines space. Dave Olchowka: https://www.linkedin.com/in/dave-olchowka-2523ab13b/ Prizm Insurance: https://www.prizminsurance.com/ Video Version: https://youtu.be/WFCnzUtc3QM
Jun 03, 2024•31 min
Tony chats with Miguel Edwards, Founder and Principal Consultant at FiveM Consulting. Miguel is a former Carrier CIO at two different carriers and has a strong strategy background on cloud migration and data. His new consulting firm is focused on bringing his big carrier experience to the small carrier space ($100M to $500M in premium). His team of six all come from industry and provide a more personalized approach to consulting with a deep understanding of the insurance industry and insurance t...
May 30, 2024•32 min
Tony chats with Tinsley English, Author of "Grit, Growth, and Gumption for Women". We talk about her amazing book and dig so deep into it that we literally run out of time! If you are a woman wanting to grow into leadership or who just recently got her first big promotion this is the manual you've been waiting for! Tinsley English: https://www.linkedin.com/in/tinsleyenglish/ Griw, Growth, and Gumption for Women: https://amzn.to/4bZdGUy That's an Amazon affiliate link. Video Version: https://yout...
May 29, 2024•59 min
Tony chats with Ann Boger, CEO at Bramble and Bird Consulting, a new consulting firm in the intersection of tech, insurance, healthcare, and finance. They help regulated industries solve thorny problems. They are a group of seasoned insurance and finance professionals who love to build things. They've come together to help startups, carriers, and change makers build what they're trying to build and scale it. Ann Boger: https://www.linkedin.com/in/ann-boger/ Bramble and Bird Consulting: https://w...
May 28, 2024•37 min
Tony chats with Alex Branning, Founder of Agent CRM, a marketing and sales platform specifically built for insurance agencies to do all of marketing under one platform with a strong focus on compliance. Alex Branning: https://www.linkedin.com/in/alexbranning/ Agent CRM: https://www.agent-crm.com/ Video Version: https://youtu.be/wFWGNp4gE7s
May 23, 2024•46 min
Video Version: https://youtu.be/bFG0dRsPHJo If you're a young hashtag#insurance professional looking to grow your career or a hiring manager trying to recruit and retain the best young talent you absolutely should join us at RISE Professionals's 2024 Leadership Summit & Awards Gala! Use Discount Code: PARTNER24-NERDS for $200 off! Join RISE for free: https://RiseProfessionals.com Learn more about the RISE Leadership Summit and Awards: https://riseprofessionals.com/2024-leadership-summit-awar...
May 21, 2024•3 min
Tony chats with Martha Dreilling, Co-Founder and COO at Reserv, a digitally native TPA that is rebuilding the model using best-in-class technology to aid the adjusters and marrying that with the very best adjusting talent to deliver the very best service. Martha Dreilling: https://www.linkedin.com/in/martha-dreiling-a894679/ Reserv: https://www.reserv.com/ Video Version: https://youtu.be/S7jj-CDuq_A
May 20, 2024•24 min
Tony chats with Tiana Showe, COO & Co-Founder at meshVI, they are a transportation insurance administration platform. They take all the manual processes that exist in transportation insurance: vehicle schedules, driver schedules, and much more in a single platform that's accessible by insureds, agents, wholesalers, brokers, carriers, adjusters, lienholders, certificate holders, etc. This streamlines every process in this space and makes it so much more efficient. Tiana Schowe: https://www.li...
May 15, 2024•27 min
Tony chats with Valkyrie Holmes Co-Founder and CEO at Faura, they help homeowners understand how likely their home is to survive a natural disaster after a 10 minute app-based assessment. A dollar of mitigation can prevent $4 to $7 in avoided future losses. Valkyrie Holmes: https://www.linkedin.com/in/valkyrieholmes/ Faura: https://faura.us/ Video Version: https://youtu.be/AitL7NTltsQ
May 13, 2024•25 min
Tony chats with Chantal Roberts, long-time insurance professional, fellow CPCU, and author of the new book "Once Upon a Claim". A wonderful, uplifting conversation you should not miss! Chantal Roberts: https://www.linkedin.com/in/chantal-roberts-cmrconsulting/ Once Upon a Claim: https://amzn.to/3wi1b7n Video Version: https://youtu.be/Tnst7XAEA58
May 09, 2024•49 min
Tony chats with Gage Caligaris, Founder and CEO at Ledgebrook, a tech-enabled E&S MGA. Using data and insurance expertise to improve E&S. Taking the best of modern technology and the best of insurance people and combining that into a compelling offering for the brokers that set you up with faster and more consistent quotes. Gage Caligaris: https://youtu.be/HQ_KDqhwD1o Ledgebrook: https://www.ledgebrook.com/ Video Version: https://youtu.be/HQ_KDqhwD1o
May 06, 2024•32 min
Tony chats with Vivek Kaliraman, Founder at Perci, they are an all-in-one disaster preparedness solution to help consumers protect their family and their home. It can also be offered as an employee benefit. Almost two thirds of people are not prepared for disasters! Vivek Kaliraman: https://www.linkedin.com/in/vivek-kaliraman/ Perci: https://perci.us/ Video Version: https://youtu.be/YUdANakV6g4
May 01, 2024•24 min
Tony chats with Manish Khetan, Co-Founder and President of Xceedance. They are basically an insurance company without capital and distribution! How does that work!?!?! They specialize in helping insurtech and insurance organizations, especially in P&C Large Commercial space. Once an insurance company has secured capital and has a distribution network, Xceedance can manage the entire rest of the operations from submissions to renewals, including claims and everything in between. They operate ...
Apr 29, 2024•34 min
Tony chats with Andrew Suesserman, Chief Revenue Officer at Affinity Advisors, a digital insurance platform, where retail brokers, wholesaler brokers, and associations who work with a lot of small and middle market businesses can use the platform to very quickly rate, quote and bind various types of insurance including: Cyber, D&O, EPLI, and other miscellaneous coverages. Andrew Suesserman: https://www.linkedin.com/in/andrew-suesserman/ Affinity Advisors: https://www.affinity-advisors.com/ V...
Apr 25, 2024•56 min
Tony chats with Cory Schmidt, CTO & Co-Founder at AgencyBloc, an agency management system for Life and Health agencies. Started in 2008 out of the need for an AMS for Life and Health MGAs with a heavy focus on wholesaling. It has now grown into an all-encompassing wholesale and retail AMS. Cory Schmidt: https://www.linkedin.com/in/coryschmidt/ AgencyBloc: https://www.agencybloc.com/ Video Version: https://youtu.be/aqyLBmqLGsw
Apr 23, 2024•21 min
Tony chats with Vamsi Danturti about his career from India to the US, from Deloitte to Capgemini to SalesForce, and more. Great conversation about the IT side of insurance to the business side. Lots of great advice on this episode! Vamsi Danturti: https://www.linkedin.com/in/vamsidanturti/ Video Version: https://youtu.be/iqxJGingPhQ
Apr 15, 2024•27 min
Tony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons in a fascinating insurance career. Kerry Macca: https://www.linkedin.com/in/kerrymacca/ Video Version: https://youtu.be/40Yc47f9lyA
Apr 10, 2024•21 min
Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th. Tanya Coburn: https://www.linkedin.com/in/tanyacoburn/ Amplify Broker TechFest: https://www.trufla.com/amplify/ Video Version: https://youtu.be/3uByysnPpYc
Apr 09, 2024•30 min
Tony chats with Raghav Tanna, Co-Founder and CEO at Tarmika. This is Raghav's first podcast appearance since the Applied acquisition. Tarmika is a small commercial rating platform designed to be an agency-facing tool that gets you multiple quotes from multiple carriers. Built over the course of five years before being acquired by Applied. Tarmika's goal is to save agency Account Managers a ton of time. A wonderful conversation about Tarmika, Raghav's career, and Epic. Raghav Tanna: https://www.l...
Apr 08, 2024•44 min
Tony chats with Jackson Fregeau, Co-Founder and CEO at Quandri. They are an automated and intelligence platform that helps agencies make better decisions and better revenue. Jackson Fregeau: https://www.linkedin.com/in/jackson-fregeau-073737158/ Quandri: https://www.quandri.io/ Video Version: https://youtu.be/wJpCSBrdgtU
Apr 03, 2024•27 min
Tony chats with Jay Menna, CEO and Founder at Underwriters Technologies. They are an online rate and issue platform for specialty programs that runs over 100 specialty programs over the last 20 years. There are 477 steps in the life of an insurance policy. Their software can configure all 477 steps. Very interesting conversation about the specialty side! Jay Menna: https://www.linkedin.com/in/jaymenna/ Underwiter Technologies: https://www.undtec.com/ Video Version: https://youtu.be/gbGdpsrhsX8...
Apr 01, 2024•34 min
In this ridiculously fun and high-energy episode Tony chats with Dr. Claire Muselman, Behavioral Scientist | Dynamic Keynote Speaker | Influential Professor | COO | Inspiring Author | Empowering Leadership Coach, and so much more. Quite simply, don't miss this one! Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/ Dr. Claire's ridic awesome website: https://www.drclairemuselman.com/ Video version: https://youtu.be/tanctO5UWNI
Mar 27, 2024•57 min
Tony chats with Daniel Metcalf, Co-Founder and President at CyberFin. They offer cyber security as a service providing all-in-one cyber security to insurance agents AND their customers. If you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer! Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf/ CyberFin: https://cyberfin.net/ Video Version: https://youtu.be/r2TnXGCBEtI
Mar 25, 2024•17 min
Tony chats with incredible rockstar Waleed Zayid, an incredible rockstar that went from the sales call center at Geico to a Director in the same companies in record breaking time. Waleed's story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals. This is a must watch episode! Waleed Sayid: https://www.linkedin.com/in/waleed-zayid/ Video Version: https://youtu.be/mpUWPMpcDuo
Mar 20, 2024•55 min
Tony chats Skip Gilleland, Director of Product Development at DisburseCloud. They make payments as simply as sending an email to the received and let them choose which of many, many ways to actually get paid. Your claimants can even choose to get their claims payment TODAY at any CVS or Walmart. Skip Gilleland: https://www.linkedin.com/in/skipgilleland/ DisburseCloud: https://www.tranzpay.io/ Video Version: https://youtu.be/vhuai-S13qI
Mar 18, 2024•16 min
Tony chats with Aaron Ammar, Co-Founder and CEO at Briteside. They help independent agents and brokers by taking any insurance document, upload it into Briteside, and quite literally talk to it! What are the limits of my policy? Do you have a summary for me? Ask it potential claims scenario. Compare two policies side by side. This is AMAZING! Don't miss this one! Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/ Briteside: https://www.brightsideai.com/ Video Version: https://youtu.b...
Mar 11, 2024•33 min
Tony chats with Jane Wang, Co-Founder and CEO at Optimity. They exist to help people live healthier and longer. A holistic approach to physical health, mental health, and financial wellness. Their platform has codified 30 years of behavior science and created a lot of ways to help people proactively improve all these important things. Jane Wang: https://www.linkedin.com/in/janejwang/ Optimity: https://www.myoptimity.com/ Video Version: https://youtu.be/Hm_y348PaMw...
Mar 04, 2024•40 min
