Spot On Insurance
351 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 56 ratingsFrom Arleen and Ted Taveras the founders of Insurance Licensing Services of America, Inc. (ILSA) comes Spot On Insurance, a weekly podcast shedding light on all matters pertaining to the industry. Guests will include regulators, agency principals, captive managers, industry attorneys, and licensing coordinators. Discussions will range from basic insurance coverage explanations to complex regulatory challenges.
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Episodes
Ep. 288: Mick Hunt: Are You Running A Business Or A Side Hustle
September 27, 2022 06:00 - 41 minutes - 38.3 MBApple Podcasts Rate and Review for SpotOn Mick Hunt is the CEO of Premier Strategy Box, a strategy service provider that provides turn-key solutions for agencies wanting growth, management, and better profitability. He has over 18 years of experience and has successfully provided marketing expertise for various financial and insurance institutions. As CEO, Mick specializes in business development & networking, lead generation & digital platforms, CRMs, databases, agency management systems,...
Ep. 287: Ryan Sachtjen: Threeflow: The 1st Benefits Placement System
September 20, 2022 06:00 - 42 minutes - 57.8 MBApple Podcasts Rate and Review for Spot On Insurance Ryan Sachtjen is the Co-Founder and CEO of ThreeFlow, a company that’s described to be the first Benefits Placement System exclusively designed for employer benefits brokers & carriers. Ryan founded ThreeFlow to help eliminate administrative complexities that dominate the buying, selling, and managing of insurance products and services. Their goal is to streamline workflows between employer clients, brokers, and carriers. Before founding...
Ep. 286: Michael Zalle: Using the Gig Economy to Reduce Risk & Save Money
September 13, 2022 06:00 - 46 minutes - 64.3 MBApple Podcasts Rate and Review for Spot On Insurance Michael Zalle is the CEO & Founder of YellowBird, a tech platform that helps businesses fill their environmental, safety, and health roles. They pride themselves on making it easy to sign up as a professional or business owner. Michael has extensive tech experience in the safety, health, and environmental markets. He’s a serial entrepreneur who built and successfully exited multiple companies over the last 25 years. Being a disabled pers...
Ep. 285: Chris Senkbile: A Policyholder Focused Platform
September 06, 2022 06:00 - 49 minutes - 68.4 MBApple Podcasts Rate and Review for Spot On Insurance Chris Senkbile is the Founder & CEO of Project Ferro, a commercial policyholder platform founded by brokers for brokers. They offer various products and solutions for brokerages, providers, and policyholders with the goal of improving renewal speeds by up to 75%. Chris began his insurance career in 2014 and has been named as one of the Insurance Business America’s Rising Stars in 2020. He is also the VP and Risk Consultant with UNICO Gro...
Ep. 284: Jamie Peers: Creating Order from Chaos
August 30, 2022 06:00 - 36 minutes - 50 MBApple Podcasts Rate and Review for Spot On Insurance Jamie Peers is the VP of Business Development and Partnerships at Synatic, a platform that offers ETL and powerful data integration. They work by modernizing and optimizing your company’s data management structure to keep you ahead of the competition. In his role, Jamie excels in improving business efficiency and is responsible for strategic partnerships. He has over 20 years of experience in the SaaS industry, works closely with sales a...
Ep. 283: William Gammon: 3 Cornerstones of a Successful Business
August 23, 2022 06:00 - 32 minutes - 44.7 MBApple Podcasts Rate and Review for Spot On Insurance William Gammon is the Principal Owner and Founder of Gammon & Associates. He helps serious business owners grow their list of clients, improve sales, and generate more revenue and profits quickly and efficiently. William is recognized for helping his clients exponentially grow their bottom line within 12 months without working more hours. With over 30 years of experience in the financial industry, William has honed his craft for building...
Ep. 282: Jeff Radke: The Insurtech Revolution: DOA or just getting started?
August 15, 2022 06:00 - 45 minutes - 62.3 MBApple Podcasts Rate and Review for Spot On Insurance Jeff Radke is the Co-Founder and CEO of Accelerant, an insurance carrier that works exclusively with MGAs and Program Administrators. The company differentiates itself with what they refer to as aggressive transparency in each step of the process. Jeff has over 30 years of experience working in the insurance and reinsurance spaces and has held various C-suite positions across five international markets. Before co-founding Accelerant, he ...
Ep. 281: Ty Harris: A Streamlined, Digital Approach for Home Insurance
August 09, 2022 06:00 - 37 minutes - 51.8 MBApple Podcasts Rate and Review for Spot On Insurance Ty Harris is the CEO & Co-Founder of Openly, an insurance company that provides premium homeowners insurance products. They have a unique, cutting-edge platform for independent agents that allows them to obtain a quote in just 15 seconds. Before starting Openly, Ty was part of Liberty Mutual Insurance for over 12 years, with eight years as Vice President of various departments. At Liberty, he led multiple pricing, product, innovation, an...
Ep. 280: James Benham: How AI is Radically Changing the Future of Insurance
August 02, 2022 06:00 - 45 minutes - 62.1 MBApple Podcasts Rate and Review for Spot On Insurance James Benham is an entrepreneur, technologist, pilot, speaker, CEO, and podcast host. He is the Co-Founder of TerraClaim, a company that offers the latest cross-industry data analytics and benchmarking solutions. He also co-founded SmartCompliance, a tracking software that streamlines everyday processes by insurance professionals and is the host of The Insuretech Geek podcast, a show dedicated to the latest insurance technology news and ...
Ep. 279: William Herkelrath: How Blockchain is Transforming Insurance
July 26, 2022 06:00 - 44 minutes - 61.1 MBApple Podcasts Rate and Review for Spot On Insurance William Herkelrath is the Managing Director for Chainlink Labs, a fintech company that provides blockchain-based oracle solutions. They aim to help usher in a future where every contract is fair, transparent, and efficient. William has over 28 years of experience in sales, business development, and commercialization. His role as Managing Director revolves around product development, analytics, market planning and positioning, and team ma...
Ep. 278: Teri Berschneider: 1 Stop Filing Solution for Governmental Data Exchange
July 19, 2022 06:00 - 33 minutes - 46.2 MBApple Podcasts Rate and Review for Spot On Insurance Teri Berschneider is the Director of Operations for NIC Insurance Filings, a digital solutions and payments company that partners with the government to make it more accessible. Teri has over 15 years of experience handling cybersecurity and enterprise-level IT projects of varying duration and sizes in both federal and state government sectors. She specializes in project management, cross-functional team management, and risk management. ...
Ep. 277: Patrick Zerarka: Sales Workflow Efficiency to Scale Revenue
July 12, 2022 06:00 - 41 minutes - 57.3 MBApple Podcasts Rate and Review for Spot On Insurance Patrick Zerarka is the Founder & CEO of EzyTise, a company that provides automation software with a particular focus on small businesses and sales organizations. Contrary to most automation software, their goal isn’t to replace the human aspect of your service, but to automate otherwise mundane or repetitive tasks such as checking email for leads. Patrick has over 20 years of experience managing small business operations and holding exec...
Ep. 276: Joshua Rogove: How to Make Money with a Wrap-up
July 05, 2022 06:00 - 39 minutes - 53.7 MBApple Podcasts Rate and Review for Spot On Insurance Joshua Rogove is the President of Consolidated Risk Solutions (CR Solutions), a company that administrates insurance wrap-ups. As President, Joshua establishes a client-first, agile culture conducive to innovative thinking. He is a certified Construction Risk and Insurance Specialist and a licensed broker. Before joining the CR Solutions company family, Joshua was AIG’s New York Regional Manager for their Construction Risk Management Gro...
Ep. 275: Simon Severino: 3 Levers to Double Revenue
June 28, 2022 07:00 - 37 minutes - 51 MBSimon Severino is the Founder of Strategy Sprints, a business advising and consulting company that helps business owners double their revenue in just 90 days. They aim to help clients scale faster and innovate in finding new solutions to old problems. Simon also wears the hat of Business Strategy Advisor to various companies such as Forbes Business Council, Silicon Valley Blockchain Society, and Consilience Ventures. Simon joins us to share what it was like growing up in Italy and how he f...
Ep. 274: Jeff Harris: Digitizing Your Submission Process
June 21, 2022 06:00 - 45 minutes - 63.1 MBApple Podcasts Rate and Review for Spot On Insurance Jeff Harris is a Co-Founder and the President of Appulate, an insurtech company that promotes digital insurance distribution between carriers and their retail partners. Currently, over 80,000 agency locations use Appulate for renewals and applications. Jeff helped create Appulate when he realized automation was becoming a need more than a want in insurance. He also has extensive expertise in all things insurance, digital distribution, st...
Ep. 273: Philip Charles-Pierre: Commercial Quoting for Today’s Agent
June 14, 2022 06:00 - 31 minutes - 42.9 MBApple Podcasts Rate and Review for Spot On Insurance Philip Charles-Pierre is the CEO of Semsee, a technology company focused on digitizing the slow and manual process of getting commercial insurance for small- and medium-sized businesses. Semsee is working towards partnering with other insurance tools designed to help agents and their respective clients. Before becoming CEO of Semsee, Philip was SVP of Distribution for Smarter Agent, a real estate company. He holds a Master’s degree in Ph...
Ep. 272: Manish Bhatt: Online Ease with Advisor Expertise
June 07, 2022 06:00 - 29 minutes - 40.3 MBApple Podcasts Rate and Review for Spot On Insurance Manish Bhatt is the CEO & Co-Founder of Plum Life, an insurance company that aims to simplify insurance management and policy selling through its all-digital platform. Plum Life proudly describes its platform as designed to replicate an advisor's personal attention and service. With over 25 years of experience, Manish has found his way into various leadership roles across the insurance industry, leading up to the founding of Plum Life in...
Ep. 271: Stacey Giulianti: How One Carrier Succeeds in the Florida Market
May 31, 2022 06:00 - 42 minutes - 57.7 MBApple Podcasts Rate and Review for SpotOn Stacey Giulianti is the Chief Legal Officer at Florida Peninsula Insurance Company. Founded in 2005, the Florida Peninsula Insurance Company provides comprehensive multi-peril insurance for homeowners at competitive pricing through its extensive network of independent agents. Stacey oversees the company’s Claims, Special Investigations, and Legal Departments. As an attorney, Stacey has also been a member of The Florida Bar and The Maine Bar since 1...
Ep. 270: Jason Keck: Simplify Insurance Submissions For Your Clients
May 24, 2022 07:00 - 35 minutes - 49.3 MBApple Podcasts Rate and Review for SpotOn Jason Keck is the CEO & Co-Founder of Broker Buddha, a platform that helps agents streamline the customer experience and operations. The platform has various tools that let you automate tasks, send forms with pre-loaded information, and reduce administrative steps. Jason has over 20 years of experience in technological entrepreneurship, which he credits to serving as a business development head and his Computer Science degree from Harvard. Jason ...
Ep. 269: Natasha Hansen: Injecting Joy & Humor into Your Work Life
May 17, 2022 07:00 - 43 minutes - 59.8 MBNatasha Pearl Hansen is a comedian, creator, and Guru at GloveBox, an insurance platform solution designed for independent agents to maximize scalability. In addition to working as a Guru at GloveBox, Natasha is a certified comedian and actor with extensive experience in stand-up and directing shows. Natasha used the date of her canceled wedding as an opportunity to produce her first comedy special,” I Was Supposed To Get Married Today…” Natasha joins us to discuss the life of a comedian, th...
Ep. 268: Andy Yeoman: Using big data & AI to Improve Loss Ratios
May 10, 2022 07:00 - 34 minutes - 46.7 MBAndrew Yeoman is the Chief Executive Officer & Co-Founder of Concirrus, an insurance software company based in London that provides a platform that empowers underwriters and brokers with insights and rating factors through AI. The platform works primarily by interpreting behavioral data from predictive models, which can outperform traditional risk assessment and underwriting techniques. Before co-founding Concirrus, Andrew held executive positions in various software companies, including Kudo...
Ep. 267: Tony Steuer: How’s Your Financial Wellness?
May 03, 2022 06:30 - 24 minutes - 22.4 MBApple Podcasts Rate and Review for SpotOn Tony Steuer is a financial preparedness advocate, podcaster, and Paperwork’s Head Financial Wellness Advocate. Paperwork is a holistic financial wellness solution app that helps you organize and take control of your financial life in the easiest way possible. Tony advises the Paperwork team on all things related to financial wellness content and strategy, and identifies and executes partnerships and distribution opportunities. Tony is also the host...
Ep. 266: Hadi Radwan: Income Protection for All
April 26, 2022 06:00 - 40 minutes - 55 MBApple Podcasts Rate and Review for SpotOn Hadi Radwan is a serial entrepreneur, venture builder, and insurtech expert. He is the Co-Founder of Asteya, an insurance company that aims to make income insurance accessible to everyone regardless of gender, income, or age. Hadi has over 15 years of experience in managing, creating, and developing growth strategies for start-ups and large organizations. As a venture builder, Hadi specializes in new market entry, multiple discipline leadership role...
Ep. 265: Rao Tadepalli: Using Big Data, IoT & Blockchain in Your Digital Transformation
April 19, 2022 06:00 - 43 minutes - 59.3 MBApple Podcasts Rate and Review for SpotOn Rao Tadepalli is the Founder & CEO of DigiTran, an InsurTech company that specializes in digital transformation. They help insurance companies innovate their legacy systems to digital and emerging technologies. Rao has over 30 years of experience working in insurance and has held executive positions since 1992. Rao also has extensive experience in core system transformation, property & casualty insurance, and computer science, among other skills. R...
Ep. 264: Alan Ringvald: The Importance of Accurate Industry Classification
April 12, 2022 06:00 - 43 minutes - 59.4 MBApple Podcasts Rate and Review for SpotOn Alan Ringvald is the CEO at Relativity6, a company that offers accurate and fast industry classification through automated 6-digit NAICS codes and company checks. They also provide services that let businesses predict customer behavior accurately. Before founding Relativity6, Alan founded 3 other companies and was also part of Google’s partnerships team focused on monetization and implementation. Alan has extensive knowledge of digital marketing, d...
Ep. 263: Brett Ashley McKenzie: Opening the C-Suite to Women
April 05, 2022 06:00 - 1 hour - 98.9 MBBrett Ashley McKenzie is the Senior Communications Manager at Foresight Commercial Insurance, the first InsurTech company specializing in commercial coverage with a focus on the middle market. Before signing with Foresight in 2021, Brett worked for John Kerry during his presidential run in 2004, as a contributing blogger to The Huffington Post, and managed Zurich North America’s Marketing, Social Media, and Media Relations. Brett is also the host of the High Tea with Monsters, Rebel Scum, an...
Ep. 262: Rudi Steyn: How to Successfully Implement a Service Oriented Architecture
March 29, 2022 06:30 - 44 minutes - 40.8 MBRudi Steyn is the Chief Technology Officer (CTO) at CoTé Software & Solutions, a tech company that offers management SaaS solutions for all industries. Their main office is in Australia, but they also have offices in the US and Singapore. As CTO, Rudi sets the roadmap for its various services and assists in its Digital Customer Experience strategies. Rudi also endorses the latest service for agencies called AGENCYMATE. AGENCYMATE is a platform that serves as a virtual extension of an agency ...
EP. 261: Megan North: Hidden Liabilities Affiliated with Cyber Crime
March 22, 2022 06:00 - 45 minutes - 62.9 MBMegan North is the Vice President of the AmWINS Group, the country’s largest distributor of specialty insurance products and services. With the current rise of cybercrimes and cybersecurity risks, Megan specializes in analyzing and providing cybersecurity solutions tailored to your organization's needs. She earned her MBA at the University of Mississippi and is a Registered Professional Liability Underwriter. Megan joins us to share the insurance solutions AmWINS provides for all things cy...
Ep. 260: Ian Schnoor: Strategic Planning & the Role of Financial Modeling
March 15, 2022 06:00 - 47 minutes - 64.9 MBApple Podcasts Rate and Review for SpotOn Ian Schnoor is the President & Founder of the Financial Modeling Institute. FMI provides products and services to financial modelers, but they’re mostly known for administering three levels of financial modeling certifications. With over 20 years of experience in the financial industry, Ian specializes in financial modeling, valuation, and asset management, among other skills. Ian is also a certified Advanced Financial Modeler, a Chartered Financia...
Ep. 259: Jonathan Matus: Zendrive: Auto Insurance Reimagined
March 08, 2022 07:30 - 52 minutes - 71.8 MBApple Podcasts Rate and Review for SpotOn Jonathan Matus is the Founder & CEO of Zendrive, an auto insurance company that integrates data analytics and AI, providing insurance solutions towards a future where driving and phone use are ubiquitous. He holds over 35 patents and contributed to today's Android and the Facebook mobile app. As the leader of an Insurtech company, Jonathan specializes in team building, human-centered design, and machine learning. Jonathan joins us to share how Zend...
Ep. 258: Natassia Matin: The Epidemic of Ghosting in the Hiring Process
March 01, 2022 07:30 - 48 minutes - 44.9 MBApple Podcasts Rate and Review for SpotOn Natassia Matin is the Founder and CEO of Digital Talent Sherpas, a recruiting firm that helps insurance companies find the right talent for their current and long-term goals. They have a pool of commercial wholesale insurance brokers, account executives, brokerages, and inside brokers. Natassia is also the company’s Talent Sherpa, responsible for streamlining systems focused on talent acquisition. Natassia joins us to discuss how their company ma...
Ep. 257: Luis Pino: Increasing Agencies’ Revenue with Intuitive Software
February 22, 2022 07:30 - 41 minutes - 37.9 MBApple Podcasts Rate and Review for SpotOn Luis Pino is the CEO & Founder at Agentero, a company that seeks to empower independent insurance agents with their intelligent and intuitive insurance ecosystem and tools. Luis founded Agentero with the intent of supercharging agents with technology, instead of having it replace them. Before founding Agentero, Luis was part of CoverWallet, a company that allows businesses to obtain commercial insurance quickly. Luis joins us to describe Agenter...
Ep. 256: Judith Pila: Insurance Education & Awareness in Africa
February 15, 2022 07:30 - 38 minutes - 35.7 MBApple Podcasts Rate and Review for SpotOn Judith Pila is an insurance expert, insurance blog writer, and the founder of Insure Africa. Insure Africa is a Nigerian company driving insurance inclusion through literacy, education and awareness across Africa. As the founder, Judith is in charge of leading the company’s strategic plans and their insurtech integration and innovation. Judith is also one of the contributing experts for Insuranceopedia, one of the largest resources for insurance ed...
Ep. 255: Jane Wang: Optimity: The App to Improve Your Health & Financial Wellness
February 08, 2022 07:00 - 35 minutes - 32.4 MBApple Podcasts Rate and Review for SpotOn Jane Wang is the CEO of Optimity, an insurtech company that aims to enrich its clients’ health and wealth knowledge through evidence-based behavioral science and gamification. The Optimity app uses micro-learning quizzes that make learning a fun and engaging experience. With over 17 years of professional experience, Jane is an expert in research and data analysis, particularly in the healthcare and pharmaceuticals industry. Jane joins us to disc...
Ep. 254: Timothy Partasevitch: In need of a Project Rescue
February 01, 2022 07:00 - 35 minutes - 32.9 MBApple Podcasts Rate and Review for SpotOn Timothy Partasevitch is the Chief Growth Officer at SMART IT, a custom software and web development company in Minsk, Belarus. The company provides highly customized services tailored for every client, including application development and product engineering services. Timothy is also an expert in digital marketing, providing strategies and consulting for clients in various industries, including InsurTech. Timothy joins us to discuss what SMART ...
Ep. 253: Aaron Mikulsky: Love 2 Lead
January 25, 2022 07:30 - 52 minutes - 48.7 MBApple Podcasts Rate and Review for SpotOn Aaron Mikulsky is the CEO of Love 2 Lead Consulting Services, a business that supports industry leaders in being more effective in their roles while having a more fulfilling career. He is the author of the book L.O.V.E. 2 Lead: A Journey of Self-Reflection, Significance, and Servant Leadership, where he writes about servant leadership and why it’s the only authentic leadership. Aaron also serves as one of the Board of Directors of the HOPE Matters ...
Ep. 252: John Bachmann: Client Retention Starts with Claims Experience
January 18, 2022 07:00 - 43 minutes - 39.6 MBApple Podcasts Rate and Review for SpotOn SOI252 - Client Retention Starts with Claims Experience John Bachmann is the Vice President of Client Relations at Norwood Insurance Agency, a full-service independent insurance agency serving individuals, families, and businesses since 1868. John’s role as Vice President is to ensure clients and their respective adjusters are adequately protected and served. He is also the author of the recently published book Successful Adjuster's Playbook: The...
Ep. 251: Rahim Rajpar: Enhancing Advisors' Digital Experiences
January 11, 2022 07:30 - 46 minutes - 42.5 MBApple Podcasts Rate and Review for SpotOn Rahim Rajpar is the CMO & Co-Founder of Plum Life, a company that provides insurance advisors with an innovative platform fitted with tools and other resources to simplify the process of selling insurance. The platform seamlessly integrates everything involved in a transaction, from quoting to application to issue. Plum Life was born in the middle of the COVID-19 pandemic, capitalizing on the accelerated surge of digital services and online meeting...
Ep. 250: Henry Daas: What's Your Financial Intelligence?
January 04, 2022 07:30 - 1 hour - 65.8 MBApple Podcasts Rate and Review for SpotOn Henry Daas is a Personal Finance Coach, Realtor, and Serial Entrepreneur. He is the author of the book FQ: Financial Intelligence, where he writes about every aspect of managing your personal finances and shares over 40 years of investing and spending wisdom. As a finance coach, Henry teaches clients to have more confidence in investing, the best practices for wealth management, and how to avoid the common mistakes people make when managing their f...
Ep. 249: Michael Mensch & Brenda Sali: Why Use An M&A Advisor When Selling
December 28, 2021 07:30 - 57 minutes - 52.8 MBApple Podcasts Rate and Review for SpotOn Michael Mensch is the President of Agency Brokerage Consultants, an experienced consulting firm that provides service to those looking to acquire or sell insurance agencies across the United States. Their services include agency market valuations, M&A consulting, and agency sale brokerage. Michael has aided in over 200 M&A transactions and over 1,200 valuations of insurance agencies and brokerages across the United States. He is an active member of...
Ep. 248: Matt Essick: Using Operational Sales Data to Gain Customer Insight
December 21, 2021 07:00 - 38 minutes - 35.7 MBApple Podcasts Rate and Review for SpotOn Matt Essick is the Chief Marketing Officer at Ensight, a tech company that offers SaaS-based sales acceleration solutions that allow the selling of annuities and insurance to be more profitable, more straightforward, and visually appealing. As CMO, Matt’s responsibilities include overseeing its planning, development, and execution of strategies that drive value towards their customers and business partners. Matt also specializes in working in compl...
Ep. 247: Brad Ruben: Agency Benefits of IT Managed Services
December 14, 2021 07:00 - 51 minutes - 47.1 MBApple Podcasts Rate and Review for SpotOn Brad Ruben is the President of Archway Computer, an IT service provider that explicitly markets to insurance agencies. They offer services that streamline and automate your agency’s everyday tasks and provide solutions against cybersecurity threats. Brad has over 30 years of experience in insurance computer technology and has developed a new approach to preventive maintenance called Managed Services. Brad joins us today to discuss how his passio...
Ep. 246: Deborah “Deb” Smallwood: Strategy Meets Action
December 07, 2021 07:00 - 47 minutes - 44.1 MBApple Podcasts Rate and Review for SpotOn Deborah “Deb” Smallwood is the Founder and Senior Partner at Strategy Meets Action (SMA), a ReSourcePro company. SMA is a strategic advisory business that provides consultation services, market research, and solutions to help clients make informed decisions about their companies. She is recognized as an industry thought leader and advisor to insurers on digital transformation strategies. Before founding SMA, Deb was the Chief Transformation Officer...
Ep. 245: Rob Stansbury: The New Employment Landscape: Using Workplace Safety to Retain & Recruit
November 30, 2021 07:00 - 42 minutes - 39.5 MBApple Podcasts Rate and Review for SpotOn Rob Stansbury is the Director of Sales at KPA, a company that provides solutions that help identify, fix, and reduce workplace safety and compliance issues. His responsibilities as Director include helping insurance brokers grow and retain their insured base by addressing workplace risks, lowering number of incidents, and reducing costs. His extensive experience allowed Rob to specialize in regulatory compliance across many industries. Rob joins...
Ep. 244: Jim Schubert: The Impact of Defining an Organization’s Core Values
November 23, 2021 07:00 - 55 minutes - 51.1 MBApple Podcasts Rate and Review for SpotOn Jim Schubert is the CEO of Southern States Insurance, an independent insurance agency serving those in the Georgia and Florida region. He is the creator of Agents Growth Academy and host of the Agents Growth Academy podcast. The Agents Growth Academy is an online resource designed to help agents and agency owners take their growth to the next level. Jim is also an avid photographer specializing in landscape photography. He runs Schubert Photography...
Ep. 243: Tim Metzner: Agents! Meet a Simplified Tool For the Rise of Small Businesses
November 16, 2021 07:00 - 47 minutes - 43.9 MBApple Podcasts Rate and Review for SpotOn Tim Metzner is the Co-Founder and Chief Strategy Officer of Coterie, a company that promises to help insurance agents quote and issue policies in minutes. They have a tech-based approach to business insurance that utilizes data-driven automation which helps provide accurate and affordable coverage without the hassle. Tim has over 20 years of experience working with various startups, wearing the shoes of a director, vice president, as well as a star...
Ep. 242: Bill Conners and Woody Klemmer: Predict Intent Using Digital Body Language
November 09, 2021 07:00 - 37 minutes - 34.2 MBApple Podcasts Rate and Review for SpotOn Bill Conners is the CEO of ForMotiv, a company that provides tools capable of delivering real-time user intent scoring by analyzing a customer’s digital behavior when they engage with online applications and forms. As CEO, Bill specializes in sales, market research, marketing strategy, and sales processes. Woody Klemmer is ForMotiv's Head of Growth and is responsible for being on top of the company’s growth strategies. Bill and Woody join us to ...
Ep. 241: Sanjeev Kumar Chaudhry and Kevin May: Using a Distributed Ledger Platform for Subrogation
November 02, 2021 06:00 - 49 minutes - 45.7 MBApple Podcasts Rate and Review for SpotOn Sanjeev Kumar Chaudhry is the Founder & CEO of Gigaforce, a company that provides a SaaS-based platform focused on expediting subrogation, salvage processing, and recovery for insurance. Sanjeev has over 30 years of entrepreneurial and advising/mentoring experience in the tech industry. Kevin May is the company’s Chief Strategy Officer, responsible for providing innovative solutions to existing processes. Prior to joining the Gigaforce leadership t...
Ep. 240: Stephen Bennett: Climate-resilient Risk Management
October 26, 2021 06:00 - 1 hour - 58.8 MBApple Podcasts Rate and Review for SpotOn Stephen Bennett is the Co-Founder of The Demex Group, a company that has built an ecosystem that integrates cash flow modeling and weather data to protect businesses from long-term risks brought about by climate change. Stephen has over 25 years of experience in the private and public sectors, working with companies such as The Weather Channel and UC San Diego/Scripps. He describes himself as a meteorologist who applies his knowledge to optimize bu...
Ep. 239: Colby Tunick: The Underutilization of Data
October 19, 2021 06:00 - 49 minutes - 45.5 MBApple Podcasts Rate and Review for SpotOn Colby Tunick is the CEO and Founder of ReFocus AI, an enterprise sales platform for insurance professionals powered by artificial intelligence. ReFocus AI provides solutions that boost sales by using machine learning to analyze and understand data better than any human. Before founding ReFocus AI, Colby was also the Training Coordinator at the California Earthquake Authority and a Consultant and Grant Writer at DME Business Solutions. Colby join...