Michael Nadel is a Senior Director at Simon-Kucher & Partners, an insurance veteran with over a decade of experience consulting with insurance clients to solve their most difficult challenges. Michael has helped large insurance carriers with topics spanning areas such as innovation, strategic road mapping, Insurtech partnerships, digital distribution strategies, and large-scale digital transformation efforts. He has a deep expertise in property and casualty space, as well as the warranty and...
Feb 19, 2024•13 min•Ep. 158
Bhavan Suri is Managing Director at William Blair , an advisory services firm that helps companies including insurtechs to secure growth liquidity and financing. Its team of technology bankers has deep ties to the insurtech sector with more than $20 billion in capital raised across 50 M&A and capital markets transactions. Bhavan worked for several tech companies including Elytics and Answerthink and has developed a deep understanding for the industry forces shaping the tech market. He now fo...
Feb 06, 2024•13 min•Ep. 157
Randel Bennett is founder and Principal Consultant at Qixent Insurance Services, turning insurance concepts into tangible, successful products by bridging gaps in pricing, underwriting, and coverage. Randel describes the common thread of insurance being highly regulated. Product managers are the "mini-CEO" of their state, which creates a product-centric approach and change is driven by regulation. The product manager has high knowledge of the minute details about their product. He talks about in...
Jan 29, 2024•13 min•Ep. 156
Meet David Contorno, CEO E Powered Benefits, giving employers navigable, understandable, and affordable health plans. E Powered Benefits was born out of the continuous cost increases and a lack of transparency within their existing health plans, and gives employers a real alternative to the traditional broker-carrier model that costs too much and pays too little. David's passion for changing this problem stems from 30 years of experience of client renewals, which showed him that the annual 'bad ...
Jan 23, 2024•13 min•Ep. 155
Peter Tilbrook is Founder & CEO of Loro, a web-based toolset that provides digital product distribution. Loro acts as a policy administration system for MGAs, Insurers and Brokers, or a complimentary system to existing processes to supercharge digital distribution. Loro addresses two key points, unlimited distribution, either through brokers or direct to consumers, without any sacrifice to underwriting control. The company is headquartered in the USA with a solution for clients on four conti...
Jan 16, 2024•12 min•Ep. 154
John Paul Sutrich is Co-founder of Certificate Hero, a SaaS platform for issuing certificates of insurance. Certificate Hero compares contractual insurance requirements to the insured's policy data, automating the certificate issuance process, enhancing certificate processors' capabilities, ensuring the consistent and reliable delivery of certificates in the fast-paced landscape of the commercial insurance industry. The product reads the contract, finds and parses an insurance clause into its mo...
Jan 08, 2024•13 min•Ep. 153
David Embry is the founder and chief executive officer of Mylo , an insurtech leader that brings its unbiased, insurance quoting engine, Mind of Mylo, to distribution and agency partners to connect business owners and individuals with top-rated insurance products. He is responsible for the overall vision and financial performance of the business as well as developing strategic partnerships. Embry is a seasoned entrepreneur with 20+ years of experience leading financial and insurance companies. H...
Jan 02, 2024•14 min•Ep. 152
Joseph Schneier is CEO of Trusty.care, connecting sales, marketing, and member engagement for 150m Americans that receive insurance through Medicare, Medicaid, or Marketplace plans. The company provides an enterprise SaaS solution to the country's most direct-to-consumer health insurance sector. Joseph says that most insurtech founders do not have personal experience in this space but that it has a disfragmented distribution network and many similar challenges as the private insurance sector. Ju...
Dec 11, 2023•14 min•Ep. 151
John Morlan founded Smarter Risk that simplifies and streamlines the assessment, reporting, and development of risk control programs. Smarter Risk is a self-serve platform for communicating and improving insurable risk. It enables small business owners to qualify for the best rates, insurers to offer their most competitive prices, and agencies to leverage risk control as a competitive advantage. The product helps small and medium sized business assess their risk controls to inform surveys and th...
Dec 04, 2023•13 min•Ep. 150
If you are an actuary or lead actuaries or data scientists in your organization, this is episode is for you! Jessica Leong is the CEO of Octagram, a consultancy that brings together a deep knowledge of commercial insurance and data analytics to drive results. Octagram focuses on pricing for P&C carriers, making sure that insurers getting value out of data analytics and AI. Jessica says building AI models isn't that hard, it's just about math and coding. But learning new behaviors, changing w...
Nov 27, 2023•13 min•Ep. 149
Serial entrepreneur Ian Paterson is CEO of Plurilock a publicly traded cybersecurity company. Plurilock identifies and prevents, "insider threats" securing the enterprise and ensuring compliance with requirements in financial, healthcare, and government. Plurilock works with financial services as a heavily regulated industry. Ian says insurance is different than banking because of the heavier load of data such as personal health information. The data creates another layer of risk to secure, for ...
Nov 13, 2023•14 min•Ep. 148
Joshua Stankard is the founder and CEO of NotaryLive, a pioneering remote online notary software company. NotaryLive makes document notarization instant, secure, and paper-free, helping businesses go digital and free themselves of paper. Notarization has been the last archaic step for businesses to digitize. Now small and large businesses can easily notarize documents online. NotaryLive started as a side project to digitize the last holdout of the paper-bound era, and became so popular that Josh...
Nov 06, 2023•12 min•Ep. 147
Paul Monasterio co-founded Kalepa in 2018 with the mission to help commercial insurance underwriters bind business with confidence. Kalepa's AI-powered Copilot software enables underwriters to focus their time on the highest ROI opportunities and to quickly evaluate and optimally select risk. Paul talks about finding the balance between underwriters saying yes to everything versus saying no to everything, to focus their time on selecting exactly the right opportunities that bring profitability a...
Oct 30, 2023•12 min•Ep. 146
Jeff Shi is founder of Insurtech Groups, connecting consumers with industry partners. by help consumers to better understand their policies in an effort to meet each of their unique needs. Jeff talks about insurtech enhancing client experience vs. disruption. Insurtech Groups is consumer-facing technology that seeks to evolve the $100B insurance space across claims, service, billing and brokers. Jeff foresees many more people joining from the insurance world and insurtechs becoming really good a...
Oct 23, 2023•13 min•Ep. 145
Troy Stewart is President and COO of Brush Claims an insurtech that is streamlining the claims management process. Troy describes having started as a claims adjuster to now serving as President & COO of this successful business model, with his vision of tech driven, human-led claims. In 2015, the company started building its own proprietary technology to remove bottlenecks, solving for escalations and time delays. By 2019 this traditional claims company had already fully transitioned from it...
Oct 16, 2023•12 min•Ep. 144
Drew D’Alelio is a senior associate at Connecticut Innovations working on the Climate Tech Fund. He has a passion for combating climate change, innovative financing, and economic development. At CI Drew manages the entire investment cycle, from sourcing, due diligence, all the way through to portfolio management, and has invested in companies focused on insurtech, EV charging, circular economy, grid intelligence, and more. Drew holds a MPP and MBA from Yale and a bachelor’s degree from Northwest...
Oct 09, 2023•12 min•Ep. 143
Did you know that over 1900 companies and 8000 agents are using Canopy Connect to increase conversion in insurance sales and verification? Today we talk to Tolga Tezel, Founder & CEO at Canopy Connect, who was an early engineer at Dropbox. He helped build Nova Credit for US newcomers to obtain fair access to credit through their international data. These experiences drove him to discover other areas where consumers have a difficult time getting value and convenience from their own data. From...
Oct 02, 2023•12 min•Ep. 142
Jamie Yoder is President of Sapiens North America, a leading global provider of software solutions and services for all sectors of insurance. Jamie talks about the over-hype cycle of AI and ChatGPT, where companies tend to over-estimate the impacts in the short-term but grossly underestimate the impacts in the longer term. The technology has now caught up such that it can be applied to huge amounts of data and be practically applied to create insights and answers out of unstructured data. He als...
Sep 26, 2023•12 min•Ep. 141
Michael Hennessy founded Diathrive Health to helps patients and plans manage diabetes and its costs, with test strips that are 90% less expensive than market. Diathrive seeks to reverse the traditional model and give patients better care and outcomes while reducing the cost. Michael heard early-on "To not go into healthcare because the insurance companies are ruining it." But he found his finance and VC background could be put to work for both healthcare plans and patients, filling the gap betwe...
Sep 18, 2023•12 min•Ep. 140
Aaron Steffey and Chris Kolger are co-founders of Propeller Bonds, an insurtech managing general underwriter (MGU) equipped with a proprietary instant issue surety bond platform housing nearly 7,000 instant issue surety bonds. Propeller is a tech company built to simplify, automate, and distribute surety bonds more efficiently for agents and carriers. Aaron manages the company’s strategy, fundraising, and growth efforts, and Chris oversees the Propeller's daily underwriting operations and techno...
Sep 11, 2023•12 min•Ep. 139
Daniel McChesney, MD is the Founder and CEO of TripDoctor, pioneering digital health insurance and health care access for expats and nomads. As a world traveler and long-time expat, he saw an opportunity to improve the healthcare access issues of his fellow expats and nomads through better insurance products. Expat insurance is a much larger market than travel insurance, a market of $25B where the rate of Americans moving abroad having tripled since the pandemic. TripDoctor is responding to that...
Sep 05, 2023•12 min•Ep. 138
Bobby Touran is CEO of Rainbow ( www.userainbow.com ), insurance that rewards businesses for putting safety first and evolves with small business’ ups and downs. Bobby talks about how this latest company is transforming insurance into a positive, risk-preventing force for small businesses, starting with restaurants. Previously, Bobby was CEO of Pathpoint, a digital surplus lines brokerage focused on small commercial E&S business. Rainbow is operating as an MGU formed at the end of 2022 focus...
Aug 21, 2023•12 min•Ep. 136
Nicholas Bowman is the Founder and CEO of Motif Insurance building the first data clearinghouse for the independent life insurance market. Motif seeks to create a comprehensive ecosystem that harnesses the power of data and AI/ML to revolutionize how carriers, IMOs, brokers, and consumers interact and manage life insurance policies. In this episode Nick describes how being agent and understanding the pain points has helped to transition into working with carriers to help improve the life insuran...
Aug 14, 2023•12 min•Ep. 135
Alice Melendez is CEO of BOON, an insurance marketplace for multi-family residential buildings. In this episode, Alice describes how she is simplifying the process of issuing and managing all insurance lines within a building, providing cross-risk visibility for carriers and real-time risk alerts. BOON solves for managing risk for a single building, which can involve the support of multiple carriers such as for personal lines, commercial lines, or financial lines. The service manages the sector ...
Aug 07, 2023•13 min•Ep. 134
David Thorne is CEO of Thumbscore, a financial wellness platform that reduces the stress of managing personal finance. Thumbscore solves for the workforce of millennials and Gen Z, who have strong financial literacy and positive financial habits but have high financial stress. In the episode, David explains why simple budgeting or micro-managing approaches are ineffective for these groups. They tend to be curious and want to be free to explore, but also value timely advice at the right moment. T...
Jul 31, 2023•13 min•Ep. 133
Andrew Jernigan is co-founder and CEO of Insured Nomads, an emerging leader globally in disrupting the way insurance is designed and delivered for the modern company. Insured Nomads is positioned at the intersection of insurance and safety innovation, building a delivery model for health insurance enabling employers to provide health, medical, wellbeing and security for their team no matter where they are in the world. In this episode, Andrew shares his passion for protecting people around the w...
Jul 24, 2023•12 min•Ep. 132
Layla Atya is CEO & Founder of Quantumerge, the only digital representation & warranty (R&W) insurance liability platform to assess, underwrite, and mitigate transactional risk. Quantumerge simplifies and streamlines the R&W insurance process for buyers, sellers, and brokers. Their core product places and underwrites M&A transactional liability policies, acting between brokers and payers to automate the workflow. Layla says the number one problem in this space is a lack of ef...
Jul 17, 2023•12 min•Ep. 131
Sven Gerlach is CTO and co-founder at Turris, an API-first banking platform made for the insurance industry, whose co-founder and CEO Doug ver Mulm was the former CEO of Stable insurance. Turris is creating a user interface to help tech-enabled agencies automate all of their banking processes, addressing the painful process of account opening at a bank. Examples of basic banking processes that insurance agencies rely on can be explaining reversals or using popular payment solutions like Stripe. ...
Jul 11, 2023•12 min•Ep. 130
Yuval Shafrir is the CEO & Co-founder of Urbanico ( https://www.linkedin.com/company/urbanico/ ), the urban intelligence platform. In this episode, we explore how Urbanico adds value to the insurance industry by refining risk selection, underwriting guidelines and pricing looking 150 times closer into the personal-related risk of each written policy. By providing insurance carriers with hyper-localized urban data, urbanico adds contextual risk factors that allow carriers to personalize the u...
Jul 03, 2023•12 min•Ep. 129
Adam Cherubini leads the partnerships and business development efforts of Send, a leading Insurtech productivity platform for managing new business, renewals and endorsements. Send is a rapidly growing InsurTech software company based in London and the United States with global reach. The company has developed an innovative connected workbench that enables re/insurers and MGAs to automate, streamline and optimize their underwriting operations. Their SaaS platform brings complex data out of silos...
Jun 26, 2023•12 min•Ep. 126
