Tony chats with Yandy Plasencia, Founder & CEO at DataHaven Software, they are a core infrastructure company solving the foundational data problem. They live in the intersection of carriers and TPAs. Core focus on making sure the foundational data they make sure there are no data silo. If there is no fully automated data lakehouse yet, they can build it for you in an automated way. They offer a fully managed solution focused on the $200M to $700M in Annual Recurring Revenue regionals and sup...
May 12, 2025•34 min
Tony chats with Paul Richardson, Founder & CEO at Tumbleweed, they are a digital solution to help support comprehensive legacy planning under the tagline that a life well planned is a life well lived. Paul Richardson: https://www.linkedin.com/in/paulhrichardsonjr/ Tumbleweed: https://tumbleweedplan.com/ Video version: https://youtu.be/An6YYyTBH8M
May 09, 2025•36 min
Tony chats with Wendy Davis Johnson, Author of "Faith & Purpose: The Life and Vision of Insurance Icon Brian Duperrealt. A cannot miss conversation about the most important insurance biography of our time. Wendy Davis Johnson: https://www.linkedin.com/in/wendy-davis-johnson-b2040a34/ Faith & Purpose: https://duperreaultbio.com/how-to-order-faith-purpose/ Video Version: https://youtu.be/z_SAzTGvBYs
May 09, 2025•44 min
Tony chats with Rick Pannu, Co-Founder and CEO at Trajan AI, they profile risks specially construction risks for WC, GL, Builder's Risk, Wraps, and more. They build AI Agents for underwriting and auditing of construction risk. Currently construction risks are underwritten mostly from historical losses with very little being used from the application because they don't trust the data on the application. Trajan's framework is focused on deterministic answers to application questions and underwriti...
May 09, 2025•32 min
Tony chats with Josh Schlesinger, President, CEO & CoFounder at Continue On, it started as a SAAS platform licensed to auto insurance companies to disrupt the rental reimbursement space using Uber and Lyft instead. They have since transitioned instead of offering it as part of the claims process, now it's offered as Continued Mobility for side of the road situations to get the insured off the side of the road quickly. Traditional roadside assistance picks up your car, but doesn't get you hom...
May 01, 2025•37 min
Tony catches up with Will Ross, CEO and Co-Founder at Federato about two incredible new products Federato is launching. Federato is an underwriting platform focused on helping organization win the right deals faster and help you systematize winning. Will digs deep into their two new products: Submission Triage and Orchestrate. Will Ross: https://www.linkedin.com/in/williamross826/ Federato: https://www.federato.ai/ Prio episode of Federato: https://youtu.be/0cY7D_uFO1w Video Version: https://you...
Apr 30, 2025•22 min
Tony chats with Mark Miller, Founder at InsureVision.AI, they are a state of the art transformer AI which turns video into a measure of risk which helps you understand driver claims, improve driver quality, save lives, save money, and make your community safer. Mark Miller: https://www.linkedin.com/in/mark-miller-81a89b149/ InsureVision.AI: https://insurevision.ai/ Video Version: https://youtu.be/YQk6heUL_3w
Apr 29, 2025•34 min
Tony chats with Dan Roselli and Sara Garces Roselli at Rev Tech Labs, a vertically focused fintech and insurtech accelerator program. They are on cohort 22! They recruit people from all over the world to start their business and grow! Dan Roselli: https://www.linkedin.com/in/danielroselli/ Sara Garces Roselli: https://www.linkedin.com/in/sarag1/ Rev Tech Labs: https://www.revtechlabs.co/ Video Version: https://youtu.be/692vdlIbrWw
Apr 29, 2025•25 min
Tony chats with Arvind Sontha, Founder and CEO at Kyber, AI native document generation and delivery platform that helps claims teams instantly draft, review, and send claims forms and correspondence, especially complex claims letters. Then you backstop that with a full highly auditable, deeply transparent, integrated real-time collaborative editor, review workflow and it manages the whole process. A conversation you should not miss! Arvind Sontha: https://www.linkedin.com/in/arvind-sontha/ Kyber...
Apr 24, 2025•50 min
Kyle Geoghan, Co-Founder and CEO at Indemn, an AI agents platform focused solely on insurance enabling MGAs, insurance carriers, and brokerages to build AI agents that people can call, text, or email to help with sales and service workloads. This is not only an amazing technology, but also an amazing conversation. You don't want to miss this one! Kyle Geoghan: https://www.linkedin.com/in/kylegeoghan/ Indemn: https://www.indemn.ai/ Video version: https://youtu.be/2F4mT0n1bOg...
Apr 24, 2025•50 min
Tony chats with NavaJeevan Rajaiah, Founder & CEO at InsOps, an insurtech focused on helping P&C insurers fully transition data away from legacy systems. They help their customers sunset their legacy system by taking their data from the old system and seamlessly putting it into the modern platform of their choice. Using AI they do it exponentially faster and more cost effectively and can get you to the point where you can actually pull the plug on the old AS/400! NavaJeevan Rajaiah: http...
Apr 22, 2025•35 min
Catrin Townsend, Director of Education at PriceWriters and Author of "A Risky Business: An Actuary's Guide to Quantifying and Managing Risk in Society". We talk about her career, how she fell in love with insurance, especially the actuarial profession, and her book. Catrin Townsend: https://www.linkedin.com/in/catrin-townsend-608b44234/ A Risky Business: https://amzn.to/4irPTzm Price Writers: https://pricewriters.com/ Prior Episode about Price Writers: https://youtu.be/K9Wnp-MnVEs?si=y8gAXVI4O-i...
Apr 21, 2025•36 min
Tony chats with Shannon Elsea, Founder SettlementDoneEasy. Checks have largely disappeared in the regular economy, but they continue to be the norm in paying out insurance settlements in attorney-represented claims. The process hasn't changed much in decades and that's what SettlementDoneEasy fixes. Last year in the US, over $1 billion worth of checks were stolen in the snail mail and sold on the dark web. 55% of all paper checks written last year were written by insurance carriers! SettlementDo...
Apr 18, 2025•24 min
Tony chats with Jack Miller, Co-Founder and CEO at nettle, they work in commercial insurance helping underwrite large assets like factories, marine vessels or oil rig by enabling the Risk Engineering process to be done much more efficiently and effectively. Jack Miller: https://www.linkedin.com/in/jack-nettle/ nettle: https://www.getnettle.com/ Video Version: https://youtu.be/OpaQv5Mw1Pc
Apr 17, 2025•26 min
Tony chats with Mike Gulla, CEO and Co-Founder, Adaptive Insurance, they are an AI technology platform that is creating climate resiliency products for commercial businesses across the US. Starting with a suite of parametric products allowing customers to get short duration products for different things that will impact the financial resilience of their business . Mike Gulla: https://www.linkedin.com/in/michael-gulla-32299749/ Adaptive Insurance: https://www.adaptiveinsurance.com/ Video version:...
Apr 16, 2025•37 min
Tony chats with Amy Cooper, Founder at RISE, about the upcoming RISE Leadership Summit & Award Gala in Fort Lauderdale and so much more about this incredible organization! Amy Cooper: https://www.linkedin.com/in/amy-sarah-cooper/ RISE Leadership Summit & Award Gala: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/ RISE: https://riseprofessionals.com/ Video Version: https://youtu.be/tZna3bCi88U
Apr 15, 2025•25 min
Tony chats with Jon Lincoln who had a couple of successful insurtech exits and is now running a successful startup in the ecommerce/non-profit space about everything he learned along the way. What an episode! This one is a cannot miss! Jon Lincoln: https://www.linkedin.com/in/jonlincoln/ Video Version: https://youtu.be/3IbPa-b2HE4
Apr 14, 2025•1 hr 2 min
Tony chats with Adam Chadroff, Principal Insurance at Equal Ventures about the upcoming Insurance Capital Summit coming up in NYC on May 8th Adam Chadroff: https://www.linkedin.com/in/adam-chadroff/ Insurance Capital Summit: https://www.ics.equal.vc/ Video Version: https://youtu.be/PDG0yolbdes
Apr 11, 2025•16 min
Tony chats with CJ Hutsenger, Co-Founder at Referral Radar, an incredible new tools built for insurance agents, by insurance agents, helping them find referral partners. Not just referral partners, but the right referral partners. Every real estate agent and mortgage broker talks a big game on instagram and facebook, they kind of have to, but that's no good to your agency if you can't figure out who actually has business to refer to you and the right kind of business. Now you can figure it out, ...
Apr 10, 2025•26 min
Christian Brindle, CEO of Seven Figures Medicare Training, Lead Heroes, Hire Heroes, and the Seven Figure Medicare Summit. They help medicare focused agencies in all sorts of ways. Started with his own agency, and then growing by helping other agencies. Seven Figure Medicare Training provides training and a giant facebook group. Then they merged with a leads company, a marketing company, and a virtual assistant company: Lead Heroes and Hire Heroes. Ultimately they provide: 1. Extremely high leve...
Apr 09, 2025•50 min
Tony chats with Rashmi Melgiri, Co-Founder and CEO at Functional Finance, an automated finops platform for the P&C industry. They simplify and unify all things related to financial management for insurance companies. Insurance is full of manual reconciliation processes, but it doesn't have to be! Rashmi Melgiri: https://www.linkedin.com/in/melgiri/ Functional Finance: https://www.functionalfi.com/ Video Version: https://youtu.be/hp2QFiQcZUs
Apr 08, 2025•24 min
Tony chats with Amelia Fitch and Jennifer Chase about The Society of Insurance Research (SIR) and their upcomming Annual Conference May 4-6th in Chicago, IL. I had never heard of SIR and I'm so excited to learn about this organization. Whether you're "big R" Research (with the word in your job title) or "little r" research (the kind we all do), if you love the intersection of side of insurance and research, this is your tribe! SIR Conference 2025: https://www.sirnet.org/SIR/SIR/Events/2025_Annua...
Apr 07, 2025•20 min
Tony chats with Jim Sorebo, Positivity Warrior, Author & Speaker about his life and his new book "Positivity Warrior: Strength through sorrow. How a positive outlook can heal, inspire, and change your life." This is a wonderful and inspiring episode about Jim's difficult journey and how he turned it into a force for good. A cannot miss episode! Jim Sorebo (LinkedIn): https://www.linkedin.com/in/jimsorebo/ Jim's author and speaker website: https://www.jimsorebo.com/ Positivity Warrior book: h...
Mar 27, 2025•34 min
Tony chats with Tom Wetzel, President of Thomas H. Wetzel and Associates. Tom educates agents on how AI can help operate their agencies more efficiently and also on the cybercrime threat that comes with it. Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/ Video Version: https://youtu.be/bSCQU9QiMZI
Mar 26, 2025•32 min
Tony chats with Travis Pine and Justin Waters at Solstice Innovations, originally coming from the Flood space, they have developed a complete insurance technology ecosystem for Flood, Homeowners, and all other P&C lines. A one-stop shop, holistic system that handles policy billing, underwriting, claims, documents, etc. A very robust and highly configurable system. Travis Pine: https://www.linkedin.com/in/travis-pine-02618a1/ Justin Waters: https://www.linkedin.com/in/justin-waters-cpcu-8a180...
Mar 25, 2025•46 min
Tony chats with Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants. Somil is a creative P&C actuary specializing in helping create new MGAs. I learned a lot about what actuaries do, how MGAs work, and how new technology has enabled the creation of so many new MGAs. Somil Jain: https://www.linkedin.com/in/somiljainconsulting/ Lewis & Ellis: https://lewisellis.com/ Video Version: https://youtu.be/OmKJ-AaNdhs
Mar 24, 2025•42 min
Tony chats with Dan Schuleman, Co-Founder and CEO at Qumis, an AI platform built by experts for experts that helps read and interpret insurance policies. Dan was an insurance coverage attorney frustrated by how manual the process was so we built the tool he wish existed when he started. Dan Schuleman: https://www.linkedin.com/in/danielschuleman/ Qumis: https://www.qumis.ai/ Video Version: https://youtu.be/W4a5eU3XVs0
Mar 18, 2025•18 min
Tony chats with Risa Ryan, Founder and CEO at UnRetire, a platform that connects companies in the insurance industry that has project work needing to get done, with retirees with valuable experience who want to stay active. Risa Ryan: https://www.linkedin.com/in/risa-ryan-8b653417/ UnRetire: https://unretire.io/ Video Version: https://youtu.be/mTxoAQg-BGY
Mar 17, 2025•27 min
Tony chats with Abdul Yusuf, CEO and Co-Founder at EyeFootage. They are building a marketplace where claims adjusters and attorneys can buy videos of car accidents they are working on settling. In a world filling up with cameras, many accidents are caught on camera, but they were not easily accessible before EyeFootage came around. Abdul Yusuf: https://www.linkedin.com/in/abdul-y-33609b283/ EyeFootage: https://eyefootage.com/ Video Version: https://youtu.be/5dcuufojTgo...
Mar 12, 2025•18 min
Tony chats with Todd Schuchart, Founder at Razor Ridge Leads, they started as a life insurance leads company and has grown into a done-for-you leads program that can manage your entire leads program. They also offer a CRM with conversational AI tools to help them nurture their leads. Their leads are exclusive and SMS verified. They also don't resell their leads. Todd Schuchart: https://www.linkedin.com/in/toddcharles/ Razor Ridge Leads: https://razorridge.com/ Video Version: https://youtu.be/wy1...
Mar 11, 2025•34 min
