Bryan Falchuck, Founder and Managing Partner, Insurance Evolution Partners Our guest, Bryan Falchuck, Founder and Managing Partner at Insurance Evolution Partners, offers a roadmap to success based on real-world successes. Bryan is the best-selling author of The Future of Insurance, and a 20 year insurance industry veteran with experience at Liberty Mutual, Beazley, Hiscox, McKinsey, and more. Bryan’s strategies and tactics are based on transformative success stories and high-quality data. Liste...
Aug 26, 2020•1 hr 8 min•Ep. 170
Ron Glozman, CEO & Founder, Chisel AI The magic of AI is hitting the independent agency channel. Ron Glozman, Founder and CEO of Chisel AI shares the story of this hot new insurtech went from dorm room project to “the one to watch.” Chisel won the Gold Award at the Zurich Innovation World Championship. After being crowned the winner of the ACORD Insurtech Innovation Challenge, Ron was named “Insurance Innovator to Watch” by Digital Insurance Magazine. Now, sitting on a growing influx of vent...
Aug 19, 2020•49 min•Ep. 169
Amy Zupon, CEO, Vertafore Some thought leaders predict the future. Some describe it. Very few shape it. As CEO of one of the largest technology firms in insurance , Amy Zupon has a reach and influence that affects the business and lives of tens of thousands of independent insurance agents. In this robust conversation, Amy reveals her insights on the trends and forces that are rapidly changing the demands of the entire agency channel—and delivers practical advice for agency principals who want to...
Aug 12, 2020•53 min•Ep. 168
Lucas Jans, Vice President of Product, Agency Revolution For 21 years Lucas Jans has designed and delivered software solutions for independent insurance agencies. From ZipDrip—the industry’s first automated email marketing system in 1999—to Fuse ™, the intelligent automated marketing powerhouse we offer today, Lucas has a unique perspective on how agencies should think about software and make buying decisions that will help them scale. Listen to Lucas’ insights on: Critical criteria to help agen...
Aug 05, 2020•1 hr 3 min•Ep. 167
Michael Jans, Founder, Agency Revolution, Principal, Michael Jans Advisory The modern insurance age presents unique challenges, and many agents struggle with what to do next. In this episode Michael Jans takes center stage to present a simple, but powerful way to thrive in today’s marketplace. Michael delivers a clear path and plan for agency growth, including: The secret about the modern insurance consumer most agents miss A five stage path and plan to help agencies avoid confusion, expensive m...
Jul 29, 2020•1 hr 9 min•Ep. 166
CEO, Head of Research, Emerj Artificial Intelligence Research While the world is whizzing by at record speed, Dan Faggella has a keen sense of where it’s going. Emerj Artificial Intelligence Research is called upon by organizations like the World Bank, United Nations, INTERPOL, and global insurance and banking companies to help them navigate the landscape of artificial intelligence. In this discussion, Dan and Michael strip AI down to the basics. What it is. What it does. Why it matters—in real ...
Jul 22, 2020•42 min•Ep. 165
Joanna Paredes, Quality Assurance Manager, Swingle Collins & Associates Swingle Collins & Associates is one of the largest privately owned agencies in Texas. Like any other agency in the modern era, getting to the next level meant change, and change can be hard. Listen to this discussion to learn how a well established agency embraced modern communication to not just meet the expectations of today’s consumers, but win the hearts and support of their producers. How Joanna used automation ...
Jul 15, 2020•48 min•Ep. 164
John Lincoln, CEO, Ignite Visibility This episode is so jam-packed with practical organic growth tips, you’ll be tempted to put it on repeat. John Lincoln is the CEO of Ignite Visibility—a 2017, 2018, and 2019 Inc. 5,000 company and winner of the Search Engine Land “Search Marketer of the Year” award. As CEO of a 90+ person marketing agency, John has overseen some of the most successful digital marketing campaigns of the last decade, including some prominent names in the insurance industry. List...
Jul 08, 2020•52 min•Ep. 163
Director, North American Property Casualty Practice, Celent The forces pushing insurance into the future are fast, strong, and difficult to predict. Donald Light has been studying these forces for 35 years, and he has some insight and advice for today’s independent agent. Donald is the Director of the North American Property Casualty Practice at Celent, a leading insurance advisory firm. In this podcast, Donald sheds light on: How auto insurance will change as autonomous vehicles, telematics, an...
Jun 24, 2020•47 min•Ep. 162
Rosalie Donlon, Editor-in-Chief, Insurance & Tax Publications, ALM Media, LLC What are the biggest threats? How satisfied are you with modern technology? How are you changing your agency to meet the demands of the modern insurance consumer? These are the kinds of questions asked in the 2020 Independent Agent Survey jointly developed by the National Association of Professional Insurance Agents and ALM Media, publisher of NU Property Casualty 360. Rosalie Donlon, Editor-in-Chief of Insurance &...
Jun 17, 2020•53 min•Ep. 161
