Lloyd Peters, Head of Revenue at Send, an underwriting workbench which is a single desktop that gives all underwriting a team a single place to work and progress core underwriting activity from broker submission all the way to binding and booking the policy. It includes all the activities you need in one place. Lloyd Peters: https://www.linkedin.com/in/lloyd-peters-7293983a/ Send: https://send.technology/underwriting-workbench/
Sep 13, 2024•24 min
I chat with Lance Dowdell and Max Smith, Co-Founders at Motive Engage, they can help insurance agencies and insurtechs establish the foundation for their sales force: Proper sales processes, proper sales tech stack, understanding your ideal customer, onboarding your salespeople, sales enablement, getting your product/market fit right. Getting this right before bringing sales reps helps enable your success. On the marketing side they can also act as an outsourced content creator. Lance Dowdell: h...
Sep 04, 2024•29 min
I chat with Rob Jacomen, Founder and Chief Growth Officer at HPX, they help insurance agents and brokers go from commoditized generalists to highly valued and respected specialist. They offer consulting and coaching to help you niche down, build, grow, and scale a book of business that dominates specific niches. Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/ Video Version: https://youtu.be/8vnZ64dKHV8
Sep 03, 2024•33 min
Tony chats with John Loeber, Co-Founder and ceo at Limit, a digital platform that gives insurance brokers AI tools to make their day-to-day lives easier. Limit helps insurance professionals do deals faster, easier, and cheaper by taking care of the time-consuming things that kill their time. It offers a digital wholesale insurance platform with a universal application for many markets and almost instantaneous quoting. They now also offer Limit AI, an AI assistant knowledgeable about the insuranc...
Aug 29, 2024•38 min
Tony chats with Daniel Laguado, Founder & CEO at Ai Risk Management Solutions, they help property owners negotiate insurance claims independently. Born out of the frustration as an independent adjuster of not having pre-loss details on the property Daniel developed a system using drones and high-quality cameras to create 3D documentation of the entire home inside, and outside, at an affordable cost. Daniel Laguado: https://www.linkedin.com/in/daniel-laguado-5b6568187/ AI Risk Management Solu...
Aug 26, 2024•27 min
Tony chats with Pat West, GloveBox's Carrier Relations Leader. Pat is an insurtech veteran who gives us an update on what's going on at GloveBox. Pat West: https://www.linkedin.com/in/pat-west-977501102/ GloveBox: https://glovebox.app First PIR Episode with GloveBox: https://www.youtube.com/watch?v=_LoiFTv6B8s Original Episode with Pat West: https://www.youtube.com/watch?v=xp3Z5Z6_uaE Video Version: https://youtu.be/d4XQC_3HGrM
Aug 21, 2024•30 min
Tony chats with Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy. Jim runs a second-generation family agency in Georgia which is very unique in the way they hire and retain their people. My team has recruited for SSI for about 18 months so I've personally seen how well it works and that's why I invited him on the show. He also runs the Agents Growth Academy podcast to help other agents grow. A great conversation about insurance agencies with an agency recent...
Aug 20, 2024•46 min
Tony chats with Richard Look and Marcus Cudd of Insurance Media Exchange IMX. A great discussion about marketing in the insurance world. Richard Look: https://www.linkedin.com/in/rlook/ Marcus Cudd: https://www.linkedin.com/in/marcuscudd/ Insurance Media Exchange: https://insurancemediaexchange.com/ Video Version: https://youtu.be/okYMTqkL3k4
Aug 15, 2024•50 min
Tony chats with Josh Levine, Founder & CEO at Cake & Arrow. They are an experienced design and product innovation firm that works exclusively with the insurance industry. They partner with carriers, distributors, and service providers to leverage human-centered design and strategy throughout all stages of the product life-cycle. A great conversation about the importance of design! Josh Levine: https://www.linkedin.com/in/joshplevine/ Cake & Arrow: https://cakeandarrow.com/ Video Vers...
Aug 13, 2024•53 min
Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal without any need for APIs or integration. The AI Coworker can reason through tasks following your example. Vishal Rohra: https://www.linkedin.com/in/vishal...
Aug 07, 2024•25 min
Tony chats with Timo Loescher, VP of Strategy at DMI. We have a GREAT conversation about the insurance talent crisis and how technology might help. Timo Loescher: https://www.linkedin.com/in/timoloescher/ Video Version: https://youtu.be/VOjJpXaEfHY
Aug 06, 2024•1 hr 1 min
Tony chats with Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants. They are a merger and acquisition advisor to independent agencies. Mike Mensch: https://www.linkedin.com/in/michaelmensch/ Agency Brokerage Consultants: https://www.agencybrokerage.com/ Video Version: https://youtu.be/8kqiHyHvJkE
Aug 05, 2024•34 min
Tony chats with Michael Fiedel, Co-Founder and COO at PolicyFly, a specialty insurance focused policy management platform that is specifically distribution enabled unlike policy management systems of the past that were more back office enabled. It's fully capable of providing a fully digital experience for both underwriters and agents/brokers. Michael Fiedel: https://www.linkedin.com/in/michaelfiedel/ PolicyFly: https://www.policyfly.com/ Video Version: https://youtu.be/_k1lJrsdkB8...
Jul 30, 2024•52 min
I chat with Sean Merat, Founder & CEO at Owl.co. They utilize advanced models in order to provide deterministic indications for insurance carriers to make really accurate claims decisions as quickly as possible. They are one of the leading claims intelligence tools and are now serving 14 of the top 20 carriers in North America. Sean Merat: https://www.linkedin.com/in/seanmerat/ Owl.co: https://www.owl.co Video Version: https://youtu.be/GKXAr8Mx75E
Jul 29, 2024•49 min
I chat with David Gritz, Co-Founder and Managing Director at Insurtech NY and the MGA Lab mostly about the lab and how they help MGAs launch and grow. This is masterclass on MGA creation and you cannot miss it! David Gritz: https://www.linkedin.com/in/davidgritz/ Insurtech NY: https://www.insurtechny.com/ MGA Lab: https://www.insurtechny.com/mga-lab/ Video Version: https://youtu.be/ELu9iQNW3iY
Jul 23, 2024•30 min
Tony chats with Rashid Galadanci, Co-Founder and CEO at Driver Technologies. They are a technology company that deals with driving and driving-related activities. They started with a mobile app with the idea of bringing AI safety and connectivity into the cars of today, including video and telematics. Putting all this info in the hands of the consumer, not the OEM. Rashid Galadanci: https://www.linkedin.com/in/rashid-galadanci/ Driver Technologies Inc: https://drivertechnologies.com/ Video Versi...
Jul 22, 2024•31 min
Tony chats with Zehra Cataltepe, PhD, CEO at Tazi AI Systems. Returning to the show 2 years after her original appearance on Profiles in Risk. In this episode, Zehra and I discuss the real-life use cases she's seeing in the real insurance world. If you're at all interested in AI and its effects on insurance this is an ABSOLUTE must watch episode! Zehra Cataltepe, PhD: https://www.linkedin.com/in/zehracataltepe/ Tazi AI: https://tazi.ai/ Zehra's original episode on PIR: https://youtu.be/__fvHRHsW...
Jul 16, 2024•1 hr 12 min
Tony chats with Jeff Radke, Co-Founder and CEO at Accelerant Holdings. Accelerant has been around for 5 years and exists to improve the specialty insurance value chain. They are "replatforming" the specialty insurance market. They serve specialty underwriters (MGAs and MGUs) and on the other side they serve risk capital sources. Their vision is an incredibly efficient infrastructure that reduces friction as much as possible. Jeff Radke: https://www.linkedin.com/in/jeff-radke/ Accelerant: https:/...
Jul 15, 2024•42 min
Tony chats with Nicole Nwesigwa, Co-Founder and COO at iCover Insure, they deliver the best life insurance buying experience. They offer and e-app and algorithmic underwriting to small and medium-sized life carriers. They can get the consumer through the process in 5 minutes, guaranteed! They started in the fraternal space and then grew into the midrange market. Now they are launching iCover Direct to go after the direct-to-consumer channel. Very interesting stuff! Nicole Mwesigwa: https://www.l...
Jul 11, 2024•37 min
Tony chats with Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564. They help experts to generate more revenue through the creation of monetizable online classes. Lynn Miller: https://www.linkedin.com/in/10xyourexpertise/ Video Version: https://youtu.be/Rf07KuzKJdY
Jul 10, 2024•24 min
Tony chats with Eric Foster, Founder and CEO at Woop Insurance. Woop is an insurance technology platform company that works in the agency side to make personal lines insurance simple, transparent, and convenient. Their goal is to provide an unbiased database to help insurance consumers make data-based decisions. Eric Foster: https://www.linkedin.com/in/ericfoster1/ Woop Insurance: https://www.woopinsuranceagency.com/ Video Version: https://youtu.be/u90sJhJ7h24
Jul 09, 2024•42 min
Authentic is an insurance infrastructure company that allows any platform that touches small businesses to start their own captive program. It's an end-to-end solution to start your own insurance program and it's not just a button that issues other carrier's paper. It actually allows you to build your own program on the back of Authentic. You actually get underwriting profit from your program! 🤯 Cole Riccardi: https://www.linkedin.com/in/cole-riccardi-63a243127/ Authentic: https://authenticinsu...
Jul 08, 2024•33 min
Tony chats with fellow elder millennial Mike Tansey about his insurance career. Mike spent time first in claims and underwriting in a regional carrier and then joined an independent agency. We chat about how to grow your insurance career and advice for management on how to engage and retain their Millennial and Gen Z employees. Mike Tansey: https://www.linkedin.com/in/mike-tansey-48a62052/ Tony's book about Millennials: https://amzn.to/4eXLTpM Video Version: https://youtu.be/sTT_IFhhMLY...
Jul 02, 2024•1 hr 10 min
Tony chats with Peter Tilbrook, Founder and CEO at Loro Insurtech, the world's first free insurtech! 🤯 Loro (which means parrot in Spanish) and their vision is to be the Shopify of insurance. Shopify is the best-known shopping engine on the web. Anyone, anywhere in the world looking to digitally sell an insurance product can do that with Loro in a matter of hours and for free! How is it free? Well, it's free to get started and then the pricing is designed so that Loro's incentives and the clien...
Jul 01, 2024•16 min
Tony chats with Angie Richards, VP at Poms & Associates about her career in employee benefits and her very unique approach to that side of the insurance field. Angie Richards: https://www.linkedin.com/in/angie-richards-402b34a/ Poms & Associates: https://www.pomsassoc.com/ Video Version: https://youtu.be/ftOvt__F-kw
Jun 26, 2024•28 min
Tony chats with Marissa Rutkowski, Founder and Co-Chair of IndispensAbility at Applied Systems. They are a community of interest for mental and physical abilities of all kinds - seen and unseen; and fellow Board Member at Insure Equality. Marissa is one of the insurance industry's leading advocates for mental health and is doing crucially important work. We discuss her own history and the difficult circumstances that led her to create the group and to become a leader in this fight. Marissa Rutko...
Jun 24, 2024•43 min
In this episode of Profiles in Risk (E557), Nick Lamparelli engages with Tim Robinson and Corey Schmidt from AgencyBloc to delve into the transformative journey of their technology platform. As a CEO with extensive experience in software solutions across various industries, Tim Robinson shares his transition from web development to creating a comprehensive system designed to streamline insurance business management. AgencyBloc stands out by offering specialized, efficient tools that allow smalle...
Jun 24, 2024•48 min
Tony chats with Charlie Sidoti, Executive Director at InnSure, they are a non-profit innovation hub focused on innovation in insurance related to climate change. They look at it through the lens of what does the world need from the insurance industry to help with climate change, and is also good business for the insurance industry. How can insurance help accelerate the transition to a low-carbon economy and how does insurance need to be reimagined to close the protection gap. What a fantastic co...
Jun 18, 2024•47 min
Tony chats with Cyrus Karai, CEO at CoverForce, they help strengthen agencies by offering the best infrastructure to connect commercial P&C agencies and carriers. The help carriers digitize their access points to agents, brokers, banks, etc. They offer a unified API that lets you access several of the leading P&C commercial lines carriers. Cyrus Karai: https://www.linkedin.com/in/cyrus-karai/ CoverForce: https://www.coverforce.com/ Video Version: https://youtu.be/VPBnapLF0ss...
Jun 17, 2024•39 min
Tony chats with Marlena Sarunac and Lubna Hameed, Co-Founders at The Company Advice. (For High Ds: actual content starts at 4:10.) They provide design leadership and execution to startups from the very beginning by bringing them in a fractional capacity. They have extensive experience in insurtech, healthtech, fintech, and more. Marketing and design is often deprioritized in the early days and then there's a lot of catching up to be done post-MVP. The Company Advice can help you infuse marketing...
Jun 13, 2024•32 min
