As insurance attempts to become more interactive for customers the data still needs to be entered and those forms are key parts of the customer journey. Alun Lucas of Zuko Analytics shares how looking at forms and how customers behave with them can help insurance distributing entities. In this episode: Why looking at customer behaviour analytics on forms can explain where challenges exist How the Prune, Tune, Explain model can help drive engagement with data entering Why there is more to web pag...
Jul 04, 2025•49 min•Ep. 253
AI and its impact is looked at with curiosity, desire, concern, and a bit of fear, but with insurance its presence is often seen with affecting distribution and customer experience. However, is enough focus happening on use within the underwriting chair? Jeff Sutton, Senior VP Sales and Marketing for Markel shares what he sees and how Markel is finding advantages with underwriting and for their partners. In this episode: How AI is helping with sales and experience by starting with risk submissio...
Jun 26, 2025•59 min•Ep. 252
Marketing for insurance is a challenge when it's easy but when the space becomes more competitive and crowded, what can be done to stand out? Steve Pieroway, founder of Benevolent Marketing talks, content, creative, messaging and more. In this episode: How understanding lived experience matters for marketing Why content needs to be aligned with strategy What kind of journey is going to resonate with clients Steve's confession during Declared Interests The importance of understanding martech vs i...
Jun 17, 2025•1 hr 6 min•Ep. 250
Never before has reinsurance been talking about so much by so many across insurance. At ReConnect 2025 we talked with the people who are finding new ways to raise, manage, measure, regulate, and distribute capital into the insurance industry. In this episode: How regulatory authorities are working to help make reinsurance secure and accessible How actuaries are measuring and allocating capacity to the market Why companies are promoting reinsurers and accelerating their growth When legal and acco...
May 31, 2025•54 min•Ep. 249
Graham Haigh has seen a thing or two during his insurance career, now looking at a deserved retirement he sounds off about some of the problems he sees in the P&C sector. In this episode: What he sees as the biggest challenge in the industry Scaling up with mergers and acquisitions Should insurers continue to be a part aggregating distribution Where new success is being found and who is having it Why product innovation is hard to do (really?) Why Graham agrees Charles Brindamour owes the hos...
May 23, 2025•1 hr 3 min•Ep. 248
Legacy insurance technology is costly and debatably efficient but there is more and more talk about the hidden fees that come with accessing your data. Sherif Gemayel, founder of Trufla Technology shares some thoughts on what he calls "Tech Tariffs". In this episode: What the true cost of operation is for many brokers and agents Why you are paying a fee for a non-revenue generating action How technology and SaaS services are priced and the extra charges Why core systems need to deliver core valu...
May 12, 2025•27 min•Ep. 247
Data is still the principal currency for insurance businesses but as more try to leverage the value of their data for modernization and AI adoption, what issues do they face? Mike Allee, President of Universal Conversion Technologies , shares what organizations need to consider for their future. In this episode: Why understanding your data before embarking on modernization is key to success The importance of knowing what data you can use and how How AI adoption requires data preparedness What pr...
May 02, 2025•51 min•Ep. 246
Insurance brokers and agents are always looking for efficiencies and QuickFacts might be the one insuretech startup that delivers right away. The founders, Jeff and Christy Barsalou share their story and lessons as a startup, how to grow and how stepping away from the broker world was key to being better for their target market. In this episode: How a startup mentality works and lessons learned Why scaling matters but not at all costs When to look for help and how to find the right partners for ...
Mar 28, 2025•1 hr•Ep. 245
Selling insurance easily is a challenge that is slowly being solved but not easily. Angela Sethi, CEO and co-founder of Mangopolicy, believes the solution is not that far off: In this episode: How existing technology can power insurance sales without headaches Why brokers and agents need to look at insurance sales differently for future success The importance of brokers working to develop products and no rely solely on insurers How new thinking from outside insurance can learn and adapt for succ...
Mar 07, 2025•57 min•Ep. 244
CAT event and losses are never a good story but the insurance industry is coming together to look at the future and how to address the problems CAT losses cause. In this episode: Why parametric insurance solutions align with CAT events How building codes need to consider variations in climate across regions The technology and people driving efficiency for claims settlement and adjusting How insurance is addressing humanitarian needs when CAT losses happen With CAT events and costs on the rise th...
Feb 28, 2025•35 min•Ep. 243
AI is all the rage but now we have an insurance wholesaler, Flow Specialty, deploying AI Agents into the workflow and broker experience. CEO and Co-founder Sivan Iram explains how the value of using AI powered agents will help brokers and agents accelerate their customer journey in the SME segment. In this episode: Why the specialty market is increasingly using algorithmic underwriting How the ability to digitize knowledge can be scaled for increased efficiency What the fabric that holds the ins...
Feb 14, 2025•53 min•Ep. 242
In part 2 of our interviews at NICC 2024 we look at thoughts from leaders who shared perspectives on what will affect insurance when it comes to global positioning, data, technology, and joint purpose. This collection of thoughts taps into a statement around geopolitical issues to start and then moves to how so many across insurance are looking to position for the future. In this episode: Thoughts from Munich Re How insurance consultants look at the intersection of data and developing strategy T...
Feb 05, 2025•26 min•Ep. 241
CAT losses are more than a tragedy, they are a real event that the insurance industry has to address but there are many layers to the challenge. During our interviews at NICC we heard from Peter Routledge, Ceyleste Power, Paddy Jago, Paul Kovacs, Matt Godsoe, and Bob Fitzgerald on many subjects but the complexity of CAT losses was front of mind. In this episode: Why CAT losses need to be looked at at many different levels Where success has happened in preventing losses when a CAT event happens T...
Jan 28, 2025•22 min•Ep. 240
Recent fires and a record breaking summer of CAT losses has the insurance industry nearing turmoil when it comes to understanding when CAT losses will occur, where, and how impactful they will be. Laura Twidle CEO and Caroline Floyd of CAT IQ sat down to talk about the summer of CAT losses and what to expect at the upcoming CAT IQ Connect conference in Toronto Feb 4th-5th in Toronto. In this episode: Reviewing the 7 CAT evetns in 27 days with over $7 Billion in damages The focus on flood and wit...
Jan 10, 2025•45 min•Ep. 239
Guidewire Connections is not just an average conference, it's a showcase for insurers, partners, and anyone else who wants to understand what one of the largest insurance software platforms/ecosystems is building for the future of insurance. The theme was Agility in Action and the message was clear, agile and responsive entities within the insurance industry will find longterm success. It's eye-opening, full of incredible content, masterfully orchestrated, and designed for everyone who wants to ...
Jan 07, 2025•1 hr 3 min•Ep. 238
2024 was once again a transformative year for The Insurance Podcast. We were at more events than ever, we met more people than we can remember and produced more content including videos from some of our events and interviews. In this episode: A review of the year by the hosts Favorite people we met and talked to Interview quotes that all seem to align to where the industry is going and how to get there Our wish list of trends for 2025 Some stories (not incriminating) Industry analysis Sit back a...
Dec 30, 2024•46 min•Ep. 237
Captive insurance used to live in a secret place under mysterious conditions but that's changing. As regions such as Cayman offer unique expertise and financial opportunities, a solution to many of hte P&C industry's challenges could be on the horizon. In this episode: The role CIMA (Cayman Islands Monetary Authority) provides for consumer and insurance protection Why Cayman is a safe place of international banks to do business and support captive insurance program Learn how captive programs...
Dec 21, 2024•56 min•Ep. 236
Our final installment from Insuretech Connect in Las Vegas begins with a look at where things were five years ago to how the endangered species of agents and brokers are now commanding attention and respect. In this episode: How the venture funding world looks at insurance and technology now compared to 2019 Why climate change is affecting business models for insurance and claims The importance of interfacing policy data with live acquired data for better experience How making people not upset w...
Dec 01, 2024•1 hr 22 min•Ep. 235
In our second episode from Insuretech Connect we bring C-suite execs from Neuralmetrics , Optalitix, Carpe Data , & Novidea to show the route between data usage from risk and product through to distribution and delivering insights on the products sold. In this episode: Why the deployment of automated data assistants will help improve underwriting How to take unstructured data and make it connect with other sources in the cloud for better insights How to find balance between internal underwri...
Dec 01, 2024•1 hr 5 min•Ep. 234
There's a theme to this episode and it revolves around data usage, how it's acquired, how it can be deployed and what can be learned from it. Featuring execs from Clara Analytics , Core Logic , Verisk and McKenzie intelligence Services In this episode: The importance of understanding all aspects of real estate transfers for building intelligence The cost of fraud and how it is being countered How long term look for underwriting due to climate change will change pricing Why the knowledge curve fo...
Nov 30, 2024•1 hr 10 min•Ep. 233
Insuretech Connect is a lot of things, overwhelming being the most obvious description. However, within the vastness of the event lies some very smart people and interesting technology and strategies. We caught up with FOTP- (friend of the podcast) Nick Lamparelli on the last day and discussed what we learned, take aways and how this event has changed since we all first met there 5 years ago. In this episode: The importance of knowledge management How partnerships within the industry are thrivin...
Nov 01, 2024•29 min•Ep. 232
Underwriting is the backbone of insurance and Will Harnett, Head of Business Strategy for Send Technology, drops some big thoughts on why there are still so many friction points in the ecosystem. In this episode: What a digital underwriting ecosystem should look like Why it's important to manage the flow through of meaningful data make it useful for underwritiers The power of Excel and its grip on holding as a data standard How email reigns supreme for distribution of data from the broker/agent ...
Oct 15, 2024•54 min•Ep. 231
Digital distribution is on every radar across the insurance industry but how to achieve it is not always apparent. Mylo CEO and Co-founder David Embry shares his views on a digital strategy that generates over 10,000 leads per month. In this episode: How embedded insurance grows leads and sales What a digital strategy for agents and brokers looks like How the Mylo platform can help independents grow their business The importance the customer experience and journey Why driving internal efficienci...
Oct 07, 2024•44 min•Ep. 230
It's never a dull moment in the insurance industry and that goes for social media too! We caught up with @insuranceagentmemes from Instagram fame to talk about how they find humor in the face of insurance adversity. In this episode: How real life experience drives humour Thoughts on challenges within the industry How content is created What drives the humor A satirists view on the insurance industry and their journey in it The identity remains a secret but the humor is real as the person who has...
Sep 30, 2024•34 min•Ep. 229
No one wants to think about the labyrinth of compliance and regulations that lie across the insurance industry but Laurie Lapalme and Marisa Coggin from Dentons do. In this episode: How government regs affect the industry The importance and nuances of multi-jurisdictional compliance Regulatory concerns with the use of innovative technology How to manage regulatory investigations Thoughts on MGA governance Podcast Philosophy Issues to be aware of with M&A activity Laurie and Marisa share insi...
Sep 16, 2024•1 hr 3 min•Ep. 228
Trufla's Amplify is an event that keeps getting bigger and while staying focussed it it's core purpose, empowering insurance agents and brokers with meaningful tech that compliments and extends the value of core systems. We caught up with Trufla founder, Sherif Gemayel during the IBABC trade show to discuss this year's event. In this episode: Here about the brokertech stackathon Speakers at the event The importance of CSIO/ACORD standards Why some agents and brokers are moving away from core sys...
Sep 13, 2024•20 min•Ep. 227
There are many conferences for insurance but few attract the diversity of insurance professionals like I nsuretech Connect Las Vegas. We spoke with Drake Slaikeu-Lawhead, Head of Growth for ITC, about the event this year and how they are also innovating to address the needs of industry. In the epsiode: The importance of developing specific content for Agents and Brokers How ITC brings the conference together The cost benefit analysis on why you should attend ITC Vegas Trends the insurance indust...
Sep 06, 2024•31 min•Ep. 226
As the commercial market cycle changes between hard and soft so does the underlying process of underwriting risk. Nicole Farely, VP Carrier Relations at Bold Penguin, brings her expertise and perspective on how agents, brokers and carriers will have to change to meet underwriting needs. In this episode: What is driving change in underwriting of commercial risks How agents and brokers can adapt and succeed in a new process Podcast Philosophy Perspectives on evolving use of AI, RPA, and data techn...
Aug 30, 2024•52 min•Ep. 225
Kelly Melchor found her way into insurance like so many executives, but she also found a passion for leadership and empowering people. In a time of industry transformation, Kelly talks about her journey and the concerns she has for customer expectations amidst constant change. In this episode: The importance of leadership coaching Balancing technology needs with customer expectations How independence is being redefined Why organizational support is important to growth Podcast Philosophy Hear fro...
Aug 23, 2024•47 min•Ep. 224
If you aren't following Pat West, @Hedgequote on X you're missing out, but now you can get a big sample of his insights and extensive knowledge. In this episode Why APIs are still important in the connectivity experience for agents and brokers Understanding the nuances of embedded insurance How to look at AI as a tool for the future and not a threat The data 'gatekeeping issue' within insurance Challenges with embedded insurance How brokers and agents may have won the branding war and not realiz...
Aug 14, 2024•1 hr 13 min•Ep. 221
