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Profiles in Risk

607 episodes - English - Latest episode: 14 days ago - ★★★★★ - 47 ratings

The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!

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Episodes

Kerry Macca - PIR Ep. 535

April 10, 2024 11:00 - 21 minutes - 14.8 MB

Tony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons in a fascinating insurance career. Kerry Macca: https://www.linkedin.com/in/kerrymacca/ Video Version: https://youtu.be/40Yc47f9lyA

Tanya Coburn, Queen Bee at Amplify Broker TechFest - PIR Ep. 534

April 09, 2024 12:00 - 30 minutes - 21.3 MB

Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th. Tanya Coburn: https://www.linkedin.com/in/tanyacoburn/ Amplify Broker TechFest: https://www.trufla.com/amplify/ Video Version: https://youtu.be/3uByysnPpYc Sirva Soundbites Explores the latest tre...

Raghav Tanna, Co-Founder and CEO at Tarmika - PIR Ep. 533

April 08, 2024 11:00 - 45 minutes - 31.5 MB

Tony chats with Raghav Tanna, Co-Founder and CEO at Tarmika. This is Raghav's first podcast appearance since the Applied acquisition. Tarmika is a small commercial rating platform designed to be an agency-facing tool that gets you multiple quotes from multiple carriers. Built over the course of five years before being acquired by Applied. Tarmika's goal is to save agency Account Managers a ton of time. A wonderful conversation about Tarmika, Raghav's career, and Epic. Raghav Tanna: https://...

Jackson Fregeau, Co-Founder and CEO at Quandary - PIR Ep. 532

April 03, 2024 12:00 - 28 minutes - 19.4 MB

Tony chats with Jackson Fregeau, Co-Founder and CEO at Quandri. They are an automated and intelligence platform that helps agencies make better decisions and better revenue. Jackson Fregeau: https://www.linkedin.com/in/jackson-fregeau-073737158/ Quandri: https://www.quandri.io/ Video Version: https://youtu.be/wJpCSBrdgtU Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. Listen on: Apple Podcasts   Spotify

Jay Menna, CEO and Founder at Underwriters Technologies - PIR Ep. 531

April 01, 2024 12:00 - 34 minutes - 23.6 MB

Tony chats with Jay Menna, CEO and Founder at Underwriters Technologies. They are an online rate and issue platform for specialty programs that runs over 100 specialty programs over the last 20 years. There are 477 steps in the life of an insurance policy. Their software can configure all 477 steps. Very interesting conversation about the specialty side! Jay Menna: https://www.linkedin.com/in/jaymenna/ Underwiter Technologies: https://www.undtec.com/ Video Version: https://youtu.be/gbGdpsr...

Dr. Claire Muselman - PIR Ep. 530

March 27, 2024 11:00 - 57 minutes - 39.8 MB

In this ridiculously fun and high-energy episode Tony chats with Dr. Claire Muselman, Behavioral Scientist | Dynamic Keynote Speaker | Influential Professor | COO | Inspiring Author | Empowering Leadership Coach, and so much more. Quite simply, don't miss this one! Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/ Dr. Claire's ridic awesome website: https://www.drclairemuselman.com/ Video version: https://youtu.be/tanctO5UWNI Sirva Soundbites Explores the latest trends and topics...

Daniel Metcalf, Co-Founder and President at CyberFin - PIR Ep. 529

March 25, 2024 11:00 - 17 minutes - 11.8 MB

Tony chats with Daniel Metcalf, Co-Founder and President at CyberFin. They offer cyber security as a service providing all-in-one cyber security to insurance agents AND their customers. If you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer! Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf/ CyberFin: https://cyberfin.net/ Video Version: https://youtu.be/r2TnXGCBEtI

Waleed Zayid, Call Center to Director in 5 years! - PIR Ep. 528

March 20, 2024 14:00 - 56 minutes - 38.6 MB

Tony chats with incredible rockstar Waleed Zayid, an incredible rockstar that went from the sales call center at Geico to a Director in the same companies in record breaking time. Waleed's story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals. This is a must watch episode! Waleed Sayid: https://www.linkedin.com/in/waleed-zayid/ Video Version: https://youtu.be/mpUWPMpcDuo Sirva Soundbites Explores the latest trends and topics on global t...

Skip Gilleland, Director of Product Development at DisburseCloud - PIR Ep. 527

March 18, 2024 12:00 - 16 minutes - 11.1 MB

Tony chats Skip Gilleland, Director of Product Development at DisburseCloud. They make payments as simply as sending an email to the received and let them choose which of many, many ways to actually get paid. Your claimants can even choose to get their claims payment TODAY at any CVS or Walmart. Skip Gilleland: https://www.linkedin.com/in/skipgilleland/ DisburseCloud: https://www.tranzpay.io/ Video Version: https://youtu.be/vhuai-S13qI

Aaron Ammar, Co-Founder and CEO at Briteside - PIR Ep. 526

March 11, 2024 12:00 - 34 minutes - 23.4 MB

Tony chats with Aaron Ammar, Co-Founder and CEO at Briteside. They help independent agents and brokers by taking any insurance document, upload it into Briteside, and quite literally talk to it! What are the limits of my policy? Do you have a summary for me? Ask it potential claims scenario. Compare two policies side by side. This is AMAZING! Don't miss this one! Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/ Briteside: https://www.brightsideai.com/ Video Version: https://y...

Jane Wang, Co-Founder and CEO at Optimity - PIR Ep. 525

March 04, 2024 13:00 - 41 minutes - 28.7 MB

Tony chats with Jane Wang, Co-Founder and CEO at Optimity. They exist to help people live healthier and longer. A holistic approach to physical health, mental health, and financial wellness. Their platform has codified 30 years of behavior science and created a lot of ways to help people proactively improve all these important things. Jane Wang: https://www.linkedin.com/in/janejwang/ Optimity: https://www.myoptimity.com/ Video Version: https://youtu.be/Hm_y348PaMw Sirva Soundbites Explores...

Jeremy Keating, Co-Founder and Director at The Price Writer - PIR Ep. 524

February 28, 2024 12:00 - 19 minutes - 13.7 MB

Tony chats with Jeremy Keating, Co-Founder and Director at The Price Writer, a General Insurance (P&C) pricing services company. They work with leaders in GI pricing to solve their problems using The Price Writer 9 Step Method. A very interesting conversation about insurance pricing and the future of pricing. Jeremy Keating: https://www.linkedin.com/in/jeremy-keating/ The Price Writer: https://www.thepricewriter.com/ Video Version: https://youtu.be/K9Wnp-MnVEs

Megan Thomas, Owner at The Social Coverage Collective - PIR Ep. 523

February 27, 2024 12:00 - 12 minutes - 9 MB

Tony chats with Megan Thomas, Owner at The Social Coverage Collective, a done-for-you social media option for insurance agents to help them stand out online and be the go-to agent in their space. Megan Thomas: https://www.linkedin.com/in/meganethomas/ The Social Coverage Collective: https://www.socialcoveragecollective.com/

Jane Vevea - PIR Ep. 522

February 26, 2024 12:00 - 39 minutes - 27.3 MB

Tony chats with Jane Vevea about her career from life insurance to insurtech. Lots of lessons and advice for young insurance pros! Jane Vevea: https://www.linkedin.com/in/jane-vevea-clu/ Video Version: https://youtu.be/DIcOUG7DUlc Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. Listen on: Apple Podcasts   Spotify All Business. No Boundaries. Welcome to All Business. No Boundaries., a collection of supply chain stories by DHL... Lis...

Connor Thomson - PIR Ep. 521

February 23, 2024 13:00 - 29 minutes - 20.5 MB

Tony chats with Connor Thomson, generational speaker for the CPCU class of 2023 and law student. We chat about why insurance, and especially claims is an awesome career, and why he did CPCU and chose to go to law school. Connor Thomson: https://www.linkedin.com/in/sam-michaels-7aa350172 Video Version: https://youtu.be/_LgBvM7nALc Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. Listen on: Apple Podcasts   Spotify

Torey Maerz, CEO at ClientCircle by Rocket Referrals - PIR Ep. 520

February 21, 2024 14:00 - 16 minutes - 11.3 MB

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now also do automated communications, websites, web chat, text messaging, and so much more. Torey Maerz: https://www.linkedin.com/in/toreym/ ClientCircle: https://www.clientcircle.com/ Prior appearance...

Charles Morgan, Co-Founder at ScreeCred - PIR Ep. 519

February 20, 2024 12:00 - 22 minutes - 15.5 MB

Charles Morgan, Co-Founder at ScreeCred. They are working to create additional pathways for marginalized communities to gain access to credit, by tracking and reporting their auto insurance premium. People of color pay roughly 70% to 80% more for auto insurance premiums due to their credit scores. Reporting proper payment of premium and having it positively affect credit scores could be huge difference maker for marginalized communities. Charles Morgan: https://www.linkedin.com/in/charles-m...

Raution Jaiswal, CEO at InsuredMine - PIR Ep. 518

February 19, 2024 12:00 - 27 minutes - 19.1 MB

Tony chats with Raution Jaiswal, CEO at InsuredMine. They are an insurance specific CRM marketing automation platform designed for independent insurance agencies. It helps agencies manage their entire customer journey from capturing the lead, nurture those leads, push it through the sales funnel,  quote, bind, and sync it with your AMS. It also helps with onboarding, servicing, renewal, and even win back on clients lost during the process. Raution Jaiswal: https://www.linkedin.com/in/rautio...

Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence - PIR Ep. 517 Final

February 16, 2024 13:00 - 29 minutes - 20.5 MB

Tony chats with Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence. They specialize in helping small service businesses find the shortest path to profits from wherever they are right now. Ruth Danielson: https://www.linkedin.com/in/ruthdanielson/ Mulberry Street Market Intelligence: https://www.msmarketintel.com/ Video Version: https://youtu.be/mC0W53Ye2qg Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. List...

Mike Eagan, Executive Director at The Independence Hub - PIR Ep. 516

February 15, 2024 13:00 - 25 minutes - 17.7 MB

Tony chats with Mike Eagan, Executive Director at The Independence Hub, a non-profit that helps neurodivergent adults in the insurance industry through awareness, jobs, and advocacy. 20% of the population is neurodiverse. There are areas of insurance that can really benefit from better engaging neurodiverse populations who, with only slight accommodations, can become incredible performers. Mike Eagan: https://www.linkedin.com/in/mike-eagan-2636647/ The Independence Hub: https://theindepende...

Tim Hardcastle, CEO and Co-Founder at Instanda - PIR Ep. 515

February 14, 2024 12:00 - 14 minutes - 9.84 MB

Recorded live at ITC 2023, I chat with Tim Hardcastle, CEO and Co-Founder at Instanda. First he interviews me, then we chat about Instanda, and then I do a little magic for him. For a deeper dive into Instanda they also appeared on PIR Ep. 269: https://www.youtube.com/watch?v=0FbFH1rts-c Video Version: https://youtu.be/iSJVkxEQMRg

Dale Sherman - PIR Ep. 514

February 13, 2024 13:00 - 22 minutes - 15.6 MB

Tony chats with long-time attorney and claims professional Dale Sherman about his career and advice to young insurance professionals. Dale Sherman: https://www.linkedin.com/in/dale-sherman/ Video Version: https://youtu.be/ZJjSlqM9Ae0

Akil Balachandran, Founder at BlueMind - PIR Ep. 513

February 12, 2024 12:00 - 20 minutes - 14.4 MB

Tony chats with Akil Balachandran, Founder at BlueMind.App. They are a digital assistant companion for financial advisors, enabling them to do better in front of clients. Everything an advisor needs at a glance on one elegant platform. Akil Balachandran: https://www.linkedin.com/in/akilbluemind/ BlueMind: https://BlueMind.app Video Version: https://youtu.be/NYI2vGnqBa8

Matthew Kay, COO and Mike Deleo, CEO at Talem AI - PIR Ep. 512

February 05, 2024 16:00 - 41 minutes - 28.3 MB

Matthew Kay, COO and Mike Deleo, CEO at Talem AI. They are focused on modernizing Auto Insurance by using AI to understand crash photos and provide real-time insights on speed, severity, injuries that occupants might have, and additional information like how long they will take to recover. Basically they're bringing technology into the Bodily Injury space to improve and streamline claimant outcomes. This is a really cool episode! Matthew Kay: https://www.linkedin.com/in/matt-kay-3613028a/ M...

Trace Meek, Founder and CEO at Fetch! - PIR Ep. 511

February 02, 2024 14:00 - 18 minutes - 12.7 MB

Tony chats with Trace Meek, Founder and CEO at Fetch! They are an underwriting filter machine that has digested the guidelines for many homeowner's carriers and the system will quickly tell you which carrier will write the risk. Trace Meek: https://www.linkedin.com/in/trace-meek-trs-0a306411/ Fetch! : https://fetchuw.com/ Video Version: https://youtu.be/pFb9hFEd7TE

Ross Huart, CEO at EcoClaim - PIR Ep. 510

February 01, 2024 14:00 - 30 minutes - 21.3 MB

Tony chats with Ross Huart, CEO at EcoClaim. They are a training and certification body that uses a variety of technology and software solutions to help insurers prepares for their road to net zero carbon footprint. First they're focusing on the property claims process where traditionally very little thought is given to how damaged materials are disposed of. Their first product EcoDivert trains restoration contractors to divert waste. Ross Huart: https://www.linkedin.com/in/ross-huartt/ Eco...

Chris Schrenk, Chief Underwriting Officer at NeuralMetrics - PIR Ep. 509

January 31, 2024 14:00 - 16 minutes - 11.2 MB

Tony chats with Chris Schrenk, Chief Underwriting Officer at NeuralMetrics. They were created to solve a lot of questions when it comes to small business insurance how to really know some of the important underwriting attributes of any specific small business. They help classify the business correctly and can quickly find a lot of the important risk attributes of each small risk to help the underwriter quickly reach a proper decision. Chris Schrenk: https://www.linkedin.com/in/chris-schrenk...

Ryan Deeds and Brendan Corr - Let's Talk about Mental Health - PIR Ep. 508

January 30, 2024 14:00 - 58 minutes - 40.4 MB

Mental health is crucially important to your wellbeing and career. Yet, before 2020 we basically never talked about Mental Health in the corporate world, it was a taboo. Luckily things have changed. In 2022, Tony happened to see 3 sessions at insurance conferences about mental health including a fantastic panel at AppliedNet. In today's episode two of the panelists come on Profiles in Risk, to talk about their Mental Health journeys. Ryan Deeds: https://www.linkedin.com/in/ryancdeeds/ Brend...

Sheldon Ohringer - Ep. 507

January 29, 2024 14:00 - 9 minutes - 6.42 MB

Tony chats with Sheldon Ohringer about the Global Insurance Accelerator and his new operation "How to Buy your 1st Business". Sheldon Ohringer: https://www.linkedin.com/in/sheldon-s-ohringer-3985565/ Video Version: https://youtu.be/hmawpfaNhT4

Michael Vervena, VP of Sales and Marketing at iGUIDE - PIR Ep. 506

January 26, 2024 14:00 - 21 minutes - 14.8 MB

Tony chats with Michael Vervena, VP of Sales and Marketing at iGUIDE, a property documentation company offers a camera system that uses lidar measurement technology with 360 panoramic images to document the built world. It measures and creates digital twins of interior spaces, which can be incredibly useful for property claims. Michael Vervena: https://www.linkedin.com/in/michaelvervenasalesmarketing/ iGUIDE: https://goiguide.com/

Gary Davis, National Practice Leader at Noyo - PIR Ep. 505

January 25, 2024 14:00 - 25 minutes - 17.6 MB

Tony chats with Gary Davis, National Practice Leader at Noyo. Noyo is building the digital infrastructure to bring health insurance enrollment into the modern era. Noyo replaces today’s manual data entry and cumbersome legacy systems with a powerful API platform that enables faster, more accurate data exchange between health insurance platforms and their carrier partners. Gary Davis: https://www.linkedin.com/in/gary-davis-1716a2a/ Noyo: https://noyo.com/ Video Version: https://youtu.be/B7P...

Chris Cline, Author of The Inertia of Legacy - PIR Ep. 504

January 24, 2024 14:00 - 56 minutes - 38.9 MB

Tony chats with Chris Cline, Author of The Inertia of Legacy, about his career, book, and many different aspects of the insurance industry. A fascinating conversation between two guys with a passion for insurance and growth. Chris Cline: https://www.linkedin.com/in/chris-cline-0195121b/ The Inertia of Legacy: https://www.amazon.com/Inertia-Legacy-Newtons-Transformative-Managing/ Video Version: https://youtu.be/PwA55i40sEY Sirva Soundbites Explores the latest trends and topics on global tale...

Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development at Acturis - PIR 503

January 23, 2024 14:00 - 32 minutes - 22.1 MB

Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entry's into the US market through the merger with Broker Buddha and why there's great synergy between the two companies. Jason Keck: https://www.linkedin.com/in/jasonkeck/ Hayden Parra: https://www.linkedin.com/in/hayden-parra-83b413a2/ Broker Buddha: https://www.brokerbuddha.com/ Acturis: https://www.acturis.com/ Jason's prior appearances: https://www.y...

Peter Dawson, 831(B) Institute - PIR Ep. 502

January 22, 2024 13:00 - 24 minutes - 17.2 MB

Tony chats with Peter Dawson of the 831B Institute. Section 831(B) section was setup by Congress in 1986 to provide an insurance solution for small business owners to procure insurance that's not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives 831(B) Institute: https://www.831binstitute.org/ Video Version: https://youtu.be/dLREptpPnlg Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future o...

Margaret Spence, Founder at The Inclusion Learning Lab - PIR Ep. 501

January 19, 2024 14:00 - 45 minutes - 31.5 MB

Tony chats with Margaret Spence, Founder at The Inclusion Learning Lab, an online immersive community-based learning platform designed for talent leaders with the goal of making sure that together we can create an inclusive future for everyone. We have a great conversation on DEI in the corporate world. This was a very honest conversation where I learned a lot. Margaret Spence: https://www.linkedin.com/in/margaretspence/ The Inclusion Learning Lab: https://inclusionlearninglab.com/ Video V...

Philip Wright - PIR Ep. 500! - Interviewing Tips for Introverts

January 18, 2024 14:00 - 46 minutes - 32 MB

Tony chats with Philip Wright, Actuary and Extroverted Introvert about how to improve your interviewing game, especially if you're an actuary. Video Version:  https://youtu.be/4Ab9UEs9Ndc Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. Listen on: Apple Podcasts   Spotify All Business. No Boundaries. Welcome to All Business. No Boundaries., a collection of supply chain stories by DHL... Listen on: Apple Podcasts   Spotify

Jennifer Carroll, CEO at Veruna - PIR Ep. 499

January 15, 2024 13:00 - 29 minutes - 20.4 MB

Tony chats with Jennifer Carroll, CEO at Veruna. We have a fantastic time chatting about Veruna and I loved her passion. Veruna is a core system for independent insurance agents, more than just an AMS. They're an AMS, CRM, and Carrier Relationships Management Tool. Jennifer Carroll: https://www.linkedin.com/in/jenniferc... Veruna: https://www.veruna.com/ Video Version: https://www.youtube.com/watch?v=K87rx0Wil7w Sirva Soundbites Explores the latest trends and topics on global talent mobili...

David Sussman, CEO at Alana - PIR Ep. 498

January 11, 2024 14:00 - 24 minutes - 16.7 MB

Tony chats with David Sussman, CEO at Alana. They are a platform that encourages customer engagement and helps reduce claims keeping insurance top of mind, not just at renewal or during a claim. David Sussman: https://www.linkedin.com/in/davidsussman/ Alana: https://www.alana.net/ Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. Listen on: Apple Podcasts   Spotify

Jen Pugsley, VP of Customer Success at Goose Digital - PIR Ep. 497

January 08, 2024 11:00 - 25 minutes - 17.3 MB

Tony chats with Jen Pugsley, VP of Customer Success at Goose Digital. Goose is Canada’s leading marketing performance agency with a specialty in insurance serving both Canada and US insurance organizations. Jen Pugsley: https://www.linkedin.com/in/jennifer-pugsley-turcsanyi-4ba73234/ Goose Digital: https://goosedigital.com/ Sirva Soundbites Explores the latest trends and topics on global talent mobility and the future of work. Listen on: Apple Podcasts   Spotify

Marco Benitez, CEO and Co-Founder at Rook - PIR Ep. 496

December 18, 2023 14:00 - 22 minutes - 15.4 MB

Tony chats with Marco Benitez, CEO and Co-Founder at Rook. They enable any brand in the digital health and insurance ecosystems to use data from any wearable device and turn it into actionable insights and predictions. Their API already has more than 300 wearables integrated.  Marco Benitez: https://www.linkedin.com/in/marcobzg/ Rook: https://www.tryrook.io/ Video Version: https://youtu.be/oKJSagXAybE

Zach Mefferd, Co-Founder and CEO at ZipBonds.com - PIR Ep. 495

December 15, 2023 14:00 - 13 minutes - 9.6 MB

Zach Mefferd, Co-Founder and CEO at ZipBonds.com, a surety bond brokerage offering a very open and capable digital platform. They serve agents and help them become subject matter experts in Surety Bonds. Zach Mefferd: https://www.linkedin.com/in/zach-mefferd-cic-62206426/ Zip Bonds: https://zipbonds.com/ Video Version: https://youtu.be/oKJSagXAybE

Dr. Billy Williams, CEO at Williams Family Insurance and Investment Group - PIR Ep. 494

December 14, 2023 14:00 - 31 minutes - 21.4 MB

Tony chats with Dr. Billy Williams, CEO of Williams Family Insurance and Investment Group. We chat about his history in the agency space from captive to independent to investor. We also talk about his book "Sales Objection Pocket Guide" Dr. Billy William: https://www.linkedin.com/in/billyrwilliams/ Sales Objection Pocket Guide: https://www.amazon.com/Responses-Overcome-Sales-Objections-Pocket/dp/B0CLSD9SDY/ref=sr_1_1?crid=2MCG4Q9RXFYZE&keywords=sales+objection+pocket+guide+billy+williams&q...

Chris Schrenk, CUO at NeutralMetrics - PIR Ep. 493

December 13, 2023 14:00 - 16 minutes - 11.2 MB

Tony chats with Chris Schrenk, CUO at NeuralMetrics. They focus on solving issues for small business insurance. How do we identify a small business? How do we identify their real attributes? It all started with classifying the operation of the business and now also helps the underwriter get a lot of other information to help them quickly and properly underwrite the account. Chris Schrenk: https://www.linkedin.com/in/chris-schrenk-b50a439/ NeuralMetrics: https://neuralmetrics.ai/ Video Vers...

Chaz Perera, Co-Founder and CEO at Roots Automation - PIR Ep. 492

December 12, 2023 14:00 - 20 minutes - 14.4 MB

Tony chats with Chaz Perera, Co-Founder and CEO at Roots Automation. They leverage AI that acts as an Underwriting Assistant and as a Claims Assistant to help Underwriters and Claims professionals do their jobs more efficiently. A lot of what they do is digest unstructured data and put in a format your systems can understand. Chaz Perera: https://www.linkedin.com/in/chazperera/ Roots Automation: https://www.rootsautomation.com/ Video Version: https://youtu.be/NkPw1DP8UvQ

Playing The Long Game With Technology - Bruce Broussard, Managing Partner of Percipience - PIR 491

December 11, 2023 14:00 - 41 minutes - 28.4 MB

"Show me one insurance company and I'll show you ONE insurance company" - Former Boss Technology has changed more in the past 25 years than it has in the past 250! And most of us wouldn't be surprised if this acceleration, accelerates! This rapid change has caused havoc in an industry such as insurance that has not had much evolutionary change in 100 years. Insurers were one of the fastest adopters of technology when computing went mainframe in the late 60's. Yet today, many of the compani...

Chris Greene, President at The Flood Insurance Guru - PIR Ep. 490

December 08, 2023 14:00 - 27 minutes - 19 MB

Tony chats with Chris Greene, President at The Flood Insurance Guru. They help agents with flood insurance for today and education for tomorrow. All agents and brokers that do any flood should check this out, lots of free tools, and all the help you could need for flood. Chris Greene: https://www.linkedin.com/in/chris-greene-92147812/ Flood Insurance Guru: https://www.floodinsuranceguru.com/ Video Version: https://youtu.be/CSLjVe7--c8 Sirva Soundbites Explores the latest trends and topics o...

Pamela Corey, President of the Chinese American Insurance Association - PIR Ep. 489

December 07, 2023 14:00 - 14 minutes - 9.77 MB

Tony chats with Pamela Corey, President of the Chinese American Insurance Association, about the history and current activities of the association. Pamela Corey: https://www.linkedin.com/in/pamela-corey-37279412/ Chinese American Insurance Association: https://www.caiaus.org/ Video Version: https://youtu.be/wJLnES3-6K0

Benjamin Goldfien, VP of Insurance Operations at Sayata - PIR Ep. 488

December 06, 2023 14:00 - 21 minutes - 15 MB

Tony chats with Benjamin Goldfien, VP of Insurance Operations at Sayata, the easiest place for wholesale insurance brokers to place business insurance for small commercial risks. They were originally featured in PIR Ep. 343 and today we do an update, and we chat about Benjamin's career and how he ended up at Sayata. Benjamin Goldfien: https://www.linkedin.com/in/benjamingoldfiencpcu/ Sayata: https://www.sayata.com/ Video Version: https://youtu.be/CYYb0YM3mCQ

Kevin Ring, Lead WC Analyst at The Institute of Work Comp Professionals - PIR Ep. 487

December 05, 2023 14:00 - 46 minutes - 32.1 MB

Tony chats with Kevin Ring, Lead WC Analyst a The Institute of Work Comp Professionals. They train, certifies, and mentor independent agents in a Work Comp process that helps them write more business and get better results for their clients. They offer the Certified Work Comp Advisor and Certified Work Comp Specialist destinations. After going through the program, they serve as the agency's work comp helpdesk. Kevin Ring: https://www.linkedin.com/in/iwcpkevin/ The Institute of Work Comp Pro...

Brandon Yusko, VP of Sales at Yarus Technologies - PIR Ep. 486

December 04, 2023 14:00 - 22 minutes - 15.8 MB

Tony chats with Brandon Yusko, VP of Sales at Yarus Technologies. Yusko is a full-service provider for policy administration systems and digital experience platforms. Their goal is to reduce the reliance on internal IT resources when launching a new platform. They offer a low-code, no-code platform to configure Policy Admin and digital experience platforms. Brandon Yusko: https://www.linkedin.com/in/brandon-yusko-ab0bb539/ Jarus Technology: https://www.jarustech.com/ Video Version: https:/...

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