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The Insurance Technology Podcast

The Insurance Technology Podcastwww.insurtechpod.com

The Insurance Technology Podcast brings together interesting people from across the insurance ecosystem to discuss and debate technology’s impact on insurance products, businesses, and the industry. While “InsurTech” seems like the buzzword of choice these days, insurance technology has been around for decades. As a true believer that the past informs the future, podcast host Reid Holzworth speaks to both insurance industry “godfathers” – the original innovators who paved the way for tech at a time when bell-bottoms were still in fashion – and today’s trailblazers, who are busy disrupting one of the world’s most traditional industries. Join Reid as he distills wisdom from these radically different vantage points in his continued quest to create innovative insurance technology that brings simplicity and value to the entire insurance ecosystem. As Chief Executive Officer of IVANS, Reid leads the company’s strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Reid was the founder and CEO of TechCanary.TechCanary built an innovative set of insurance solutions on the Salesforce platform to create choice and flexibility for agencies who prefer Salesforce.com, which has since been incorporated in Applied’s portfolio under the name Applied Epic for Salesforce. Reid’s extensive industry experience, innovation-first mindset and commitment to simple, valuable customer experiences will be hallmarks of his leadership of IVANS and the expansion of its compelling innovation strategy.

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Episodes

Flying Solo: If I Had a Magic Wand…

Ever wish you could wave a wand and solve the insurance industry's biggest headaches? In this solo episode, Reid dives into a conversation inspired by guest-proposed ideas about what they would change if they had a magic wand. With a mix of hard truths, bold ideas, and passion, Reid breaks down what is holding us back and what could move the needle if we stopped playing by the same old rules. Grab a coffee or beverage of choice and get ready for a reality check on where we are with the issues we...

Jul 11, 202537 minSeason 1Ep. 92

Creating Lasting Momentum in Insurtech

In this episode of The Insurance Technology Podcast, Reid chats live in New York at Insurtech Insights with Peter Germanov and Michael Lebor, the CEO and president of Momentum by NowCerts. Tune into their candid conversation to dive into the stories that shaped who Peter and Michael are today and how they joined forces to create lasting momentum in Insurtech. Episode Highlights Setting the scene at Insurtech Insights (00:40) Michael reminiscing on growing up in New York (1:29) Peter’s relocation...

Jun 27, 20251 hr 10 minSeason 1Ep. 91

Next-Level Insurance Insights

In this episode of The Insurance Technology Podcast, Reid chats live with Curt Stevenson, Head of Operations at Next Insurance, in the vibrant city of Boston. Join us for an exciting episode of the Insurance Technology Podcast, where we dive deep into the evolving insurance world. This episode is packed with unique insights and intriguing conversations that explore the trends shaping the industry today, and you’ll get to know more about Curt’s life journey. Episode Highlights Life in the Boston ...

Jun 06, 20251 hr 2 minSeason 1Ep. 90

Flying Solo: Modernizing Insurance with AI and More!

In this episode of The Insurance Technology Podcast, co-host Christen Kelley puts Reid in the hot seat to explore the transformative trends shaping the Insurtech landscape in 2025 . Tune in to hear Reid fly solo as the guest for the first time in a while, sharing his point of view on everything from intelligent document processing to E&S, AI, the tech talent gap and much more! Episode Highlights What’s on the horizon with insurtech trends in 2025 (1:35) The rise in generative AI for insuranc...

Mar 06, 202547 minSeason 1Ep. 89

On a Mission to Transform Digital Payments

In this episode of The Insurance Technology Podcast, Reid chats with Applied Pay President Chase Petrey about Chase’s journey from the snow-capped mountains of Salt Lake City to his success in insurtech. Join them as they delve into the evolving payments industry and discuss innovative trends that are influencing its future. Chase also shares fascinating life stories, including his move to Washington, D.C., at just 16, his experiences on a Latter-Day Saints mission, doing business in Australia a...

Feb 07, 20251 hr 15 minSeason 1Ep. 88

Leading in the Trenches and Honoring Family Sacrifices

In this episode of The Insurance Technology Podcast, Reid chats with Michael Vega-Sanz, co-founder of Lula and co-founder & President of GAIL, to hear about his unique upbringing on a Miami farm and how early experiences fueled his entrepreneurial spirit. Tune in to hear Michael’s captivating stories of tinkering with lawnmowers, exploring his rural surroundings, growing up and collaborating with his twin, his dedication to family, and the innovative work they’re doing today in the insurtech...

Jan 24, 20251 hr 23 minSeason 1Ep. 87

An Entrepreneurial Spirit that Started in Middle School

In this episode of The Insurance Technology Podcast, Reid chats with Niji Sabharwal, co-founder and CEO of AgentSync, in an engaging conversation that blends culture, creativity, and cutting-edge technology. Need some inspiration to keep momentum with your New Year’s resolutions? Tune in to hear about Niji’s ambitious spirit, from selling candy in middle school to the journey that eventually led him to co-found AgentSync. Episode Highlights Growing up as a first-generation American in the Bay ar...

Jan 10, 20251 hr 11 minSeason 1Ep. 86

The Insurance Technology Podcast’s Year-End Wrap

Ready to reflect on a transformative year and gear up for even bigger tech leaps in 2025? Our latest podcast episode with Reid Holzworth and co-host Christen Kelley is your perfect year-end roundup. We'll dive into the standout moments from 2024, from groundbreaking technologies that shifted the industry to the invaluable insights shared by our amazing guests. Join us for a forward-thinking conversation that sets the stage for another incredible year of digital transformation. Episode Highlights...

Dec 23, 202430 minSeason 1Ep. 85

Best of Giving Back

In this exciting episode of The Insurance Technology Podcast, co-host Christen Kelley highlights some of the inspiring stories of giving back that we’ve gathered from our incredible guests this year. Join us as we explore the heartwarming ways our guests are making a difference—from lending a helping hand to their neighbors to tackling hunger relief to championing under-represented founders to engaging in missionary work. We’re thankful for all of our guests this year and the difference they’re ...

Nov 15, 202424 minSeason 1Ep. 84

The Insurance Guy Behind Portal Insurance

In this episode of The Insurance Technology Podcast, Reid chats with Bradley Flowers, founder of Portal Insurance and co-host of the Insurance Guys Podcast, to explore how family influences, personal struggles, and triumphs paved the way for a successful career. Grab a cup of coffee, sit back, and listen as they unravel the challenges of business ownership and the beauty of building meaningful relationships along the way. Episode Highlights Rural roots in Atmore, Alabama – known for its casino a...

Nov 01, 20241 hr 24 minSeason 1Ep. 83

From Shy, Small-Town Kid to Insurance VP

In this episode of The Insurance Technology Podcast, Reid chats with Jack Ramsey, the vice president of agent channels at NEXT Insurance, to dive into Jack’s life journey – from his humble beginnings as a shy kid in a small town to his pivotal role at NEXT Insurance. Tune in to hear how Jack broke through his shyness to create an impact in the insurance industry for a fully digital carrier and is giving back through mentorship and his passion for disaster relief, including the disaster that rece...

Oct 18, 20241 hr 1 minSeason 1Ep. 82

Cultural Pride and Personal Drive

In this episode of The Insurance Technology Podcast, Reid chats with Leticia Trevino, COO at Heffernan Insurance Brokers, to discuss Leticia’s remarkable story, from growing up in the San Francisco Bay Area to a thriving 24-year career at Heffernan. Tune in to dive into the intricacies of the insurance technology landscape, the challenges and triumphs of leading a major organization, and the importance of staying connected to one's culture and values amidst it all. Episode Highlights · Music, cu...

Oct 04, 202453 minSeason 1Ep. 81

From Dreams of Flight to Insurance Heights

In this episode of The Insurance Technology Podcast, Reid chats with Adam Denninger, global industry lead for insurance at Capgemini, to discuss everything from musical interests and fighter jet dreams to an appreciation for history and a passion for insurtech. Tune in to hear about Adam’s dream of going into flight as a fighter jet pilot in the US Air Force evolved into entering the world of insurtech – you won’t want to miss his insights and stories. Episode Highlights From fighter jet dreams ...

Sep 20, 20241 hr 16 minSeason 1Ep. 80

Sending Off Good Startup Culture Vibes

In this episode of The Insurance Technology Podcast, Reid chats with Send Chief People Officer Pat Caldwell about his early lessons in leadership, work ethic, acceptance and culture that influenced his career trajectory. Tune in to hear how Pat’s aspirations evolved, from wanting to become a paramedic to going to law school and eventually sending off his good startup culture vibes within the HR insurtech space for an underwriting platform. Episode Highlights Documenting culture and leadership ti...

Sep 19, 20241 hr 34 minSeason 1Ep. 77

Flying Solo: Reid Hits the Road

In this episode of The Insurance Technology Podcast, co-host Christen Kelley puts Reid in the hot seat to look back at a summer packed with fun and zoom ahead to a season brimming with industry events. Tune in to hear about Reid’s upcoming work travel adventures and learn about some of the latest trends and news, including the buzz around the Applied Systems/Planck acquisition. Episode Highlights Embracing the summer vibes (00:30) Nashville bound for Ivans Connect & Applied Net (3:20) Taking...

Sep 06, 202455 minSeason 1Ep. 79

Finding Tuxedo Moments to Sail into Success

In this episode of The Insurance Technology Podcast, Reid chats with Jason Cass, managing partner of the Insurance Alliance and founder of the Insurance Podcast Network, to share Jason’s story of entrepreneurship that started at an early age on a business venture to milk cows and has led to being a successful insurance entrepreneur. Get ready for these two podcast hosts and insurance gurus to discuss the rewards of working in the industry and the importance of connectivity. You’ll also discover ...

Aug 09, 202441 minSeason 1Ep. 78

Driven with the Soul in the Driver’s Seat

In this episode of The Insurance Technology Podcast, Reid chats with Dr. Douglas Brackmann, author and psychologist, for a deep conversation about neurodivergence related to being what Dr. Doug calls “driven.” Tune in to hear how Doug self-identified as neurodivergent and driven at a young age, and how seeing a psychologist drove him to inspire others to put their soul in the driver’s seat. Episode Highlights Neurodivergence and imposter syndrome (14:30) The “driven” trait to thrive in chaos (18...

Jul 12, 202426 minSeason 1Ep. 76

From Salt Lake Serenity to the Startup Scurry

In this episode of The Insurance Technology Podcast, Reid chats with Fenris CEO and Founder Jen Linton for another insightful interview live from House of Blues at Insurtech Boston ’24. Tune in to get inspired to dream big as we explore Jen’s journey from growing up in a large family in the Salt Lake City suburbs, becoming a microbiologist, obtaining her MBA, and founding an insurtech startup. Episode Highlights Growing up with an entrepreneurial mom, siblings and livestock in the Salt Lake City...

Jun 28, 202441 minSeason 1Ep. 75

Chasing the Challenge

In this episode of The Insurance Technology Podcast, Reid chats with Surround Insurance CEO and Co-founder Kate Terry for an engaging conversation from Insurtech Boston ’24. Tune in to get to know Kate, from her Boston upbringing and work ethic that started at an early age to a new passion for tap dancing and how she’s always chasing a challenge. Episode Highlights · Boston roots (1:01) · Right place at the right time (19:14) · Becoming an insurtech co-founder (24:41) · Success equals a sense of...

Jun 13, 202454 minSeason 1Ep. 74

A Live Panel Recap from Insurtech Boston ‘24

In this episode of The Insurance Technology Podcast, Reid covers key post-event takeaways from Insurtech Boston ’24, captured live from House of Blues with Nick Lamparelli, managing partner of Insurance Nerds, and Charles “Chip” Bacciocco, CEO of TrustedChoice.com. Get ready to be inspired as these three insurtech thought leaders reflect on the event topics, comparing insurance to hide-and-seek, sharing excitement about the “golden age of innovation,” and speculating on how factors like AI and t...

May 31, 202444 minSeason 1Ep. 73

Flying Solo

In this episode of The Insurance Technology Podcast, co-host Christen Kelley puts Reid in the hot seat for the first time in a new format we will occasionally use. Reid shares his thoughts on current industry topics. Tune in to hear Reid fly solo as the guest, sharing his point of view on the industry, from single sign-on solutions to connectivity challenges, transparency, fraud and more. Episode Highlights · Connectivity as the lifeblood of innovation (2:00) · The need for tech adoption (3:45) ...

May 17, 202434 minSeason 1Ep. 72

Best of Reid Holzworth

In this episode of The Insurance Technology Podcast, podcast co-host Christen Kelley picks some of the best insights from host Reid Holzworth as we celebrate the podcast’s third anniversary today! With more than 70 episodes, Reid has interviewed a ton of industry greats, but he’s also shared a lot of his own passion and industry insights. Tune in to get a glimpse into his passion for entrepreneurship, technology and more.

May 03, 202418 minSeason 1Ep. 71

From Fast and Furious to a Mission for Safer Roads

In this episode of The Insurance Technology Podcast, Reid sits down with Ryan McMahon, Senior Vice President of Strategy & Corporate Development for Cambridge Mobile Telematics, to talk about how early aspirations to go into law enforcement eventually transitioned to a career in insurance telematics. Catch a ride on Ryan’s journey, including an attempt at a fast and furious move that was pivotal in driving his passion for safer roads and reduced crash risk. Episode Highlights Reading actuari...

Apr 18, 20241 hr 27 minSeason 1Ep. 70

Seasoned Investigator Turned Tech Innovator

In this episode of The Insurance Technology Podcast, Reid sits down with Joe Stephenson, Director of Digital Intelligence at INTERTEL, kicking things off on a light note with the amusing story behind Joe’s impressive title and moving onto heavier topics like Joe’s encounters with drunk drivers, law offenders and scammers during his time as a police officer and investigator. Tune in to hear how Joe has brought his skills as a seasoned investigator into the world of insurance and technology. Episo...

Apr 05, 20241 hr 20 minSeason 1Ep. 69

Deb Smallwood’s Journey of Self-Empowerment

In this episode of The Insurance Technology Podcast, Reid sits down with Deb Smallwood, founder and creator of SELFPOWERMENT (Deb M. Smallwood LLC), to discuss Deb’s deeply planted roots on the seacoast of New Hampshire and her impressive career – from starting out as a developer for Liberty Mutual to co-founding Strategy Meets Action (SMA), selling SMA, and embarking on a legacy to help women become empowered to manifest their own goals. As we wrap up National Women’s History Month, tune in to ...

Mar 22, 20241 hr 14 minSeason 1Ep. 68

Building a Culture that Breeds Innovation

In this episode of The Insurance Technology Podcast, Reid sits down with Taylor Rhodes, CEO of Applied Systems, to dive into Taylor’s career journey of building great teams in technology with humility and customer-centricity. Plug in to listen to how Taylor left his 11-year tenure at Rackspace to pursue a new mission he could pour his heart into and eventually landed at Applied, reinvigorating a culture of innovation for the company’s family of brands. Episode Highlights The last act of leading ...

Mar 08, 202436 minSeason 1Ep. 67

Hard Work That Started on a Cattle Ranch

In this episode of The Insurance Technology Podcast, Reid sits down with Taylor Rhodes, CEO of Applied Systems, to chat about his fascinating journey from childhood to starting his career in technology. Get ready for a ride down Taylor’s memory lane to hear about his early life experiences, from childhood summers on the ranch to serving in the Marines, and how these experiences have shaped who Taylor is today. Episode Highlights · Summers on the cattle ranch (4:15) · The “team over self” Marine ...

Feb 22, 202442 minSeason 1Ep. 66

Vision Casting with Confidence

In this episode of The Insurance Technology Podcast, Reid sits down with Luke Magnan, co-founder and CIO of Combined Ratio Solutions, for a thought-provoking conversation about Luke’s entrepreneurship journey. Get ready to gain inspiration from Luke’s thoughts on the need for more industry collaboration, the importance of leading with a vision, a project that brings the strength of neurodivergent professionals to insurance, and more. Episode Highlights · A hope for the industry to come together ...

Feb 09, 202425 minSeason 1Ep. 65

From Political Science to Computer Science

In this episode of The Insurance Technology Podcast, Reid sits down with Luke Magnan, co-founder and CIO of Combined Ratio Solutions, to discuss Luke’s Connecticut upbringing, his passion for technology, and the conversation with a bus driver that led him from political science pursuits to his computer science roots. Take a break from your New Year’s resolutions to hear Luke’s story of following his heart and combining his love for computers with insurance. Episode Highlights Luke’s love for vid...

Jan 26, 202452 minSeason 1Ep. 64

In the Hot Seat with Luke Magnan

This week’s hot-seat episode is with Luke Magnan, co-founder and CIO of Combined Ratio Solutions. Join podcast co-host Christen Kelley as she asks rapid-fire questions to give you a sneak peek into some fun facts about Luke before the full-length episode is released.

Jan 11, 20244 minSeason 1Ep. 63
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