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. 100: Roundtable Discussion with America’s Leader in Licensing, Surplus Lines and Regulatory Compliance - ILSA
February 19, 2019 07:00 - 1 hour - 216 MBOur podcast has grown so much more than a program about insurance regulators, attorneys, and companies. We’ve landed some of the most amazing individuals in and outside the country that even we couldn’t believe how far we’ve come. And to celebrate the success of our podcast, we’ve decided to have some of ILSA’s core management team as our guests for episode 100! In this episode, we discuss how the industry has changed over the years and what we can all look forward to - not just ILSA, but ...
Ep. 99: UULALA: Using Fintech to Bring The Cash-Based Community Into The Mainstream Economy
February 12, 2019 07:00 - 44 minutes - 102 MBOscar Garcia is the Founder and CEO of Uulala, a blockchain-powered company that seeks to support the financial inclusion of under-banked and unbanked groups of people through a smartphone app. Before becoming an entrepreneur, Oscar wanted to become a US Olympic diver. An unfortunate injury caused him to transition to business and eventually led to starting Uulala. He is joined by Andre Urena, vice president and Head of Latino Partnerships. Oscar and Andre join us today to share the goal ...
Ep. 98: Utilizing Volunteer Programs to Improve Employee Retention
February 05, 2019 07:00 - 49 minutes - 113 MBKevin Bingham is the Managing Director at Deloitte, where he has 21 years experience in consulting. A 26 year veteran of the industry, Kevin leads the medical professional liability practice with an analytical focus on Workers’ Compensation claims. He is a renowned public speaker and has published more than 80 articles on advanced analytics. He is a Licensed Associate of the Casualty Actuarial Society (ACAS), a Certified Member of the American Academy of Actuaries (MAAA) and is a Certified S...
Ep. 97: Solution Based Insurance: Growing Your Network with the Cards You are Dealt
January 29, 2019 07:00 - 1 hour - 144 MBJeff Kleid is an author, speaker, innovator, and elite networker. He offers networking, consultation, and project development services to businesses in the cannabis, insurtech, insurance, fitness, and real estate industries among other sectors. Over the course of his illustrious 25 years experience in insurance, he has helped business design and implement strategic programs that boosted their growth and sales. Jeff joins us today to share his professional history and some of the bumps he e...
Ep. 96: Mentors, Sponsors, Internships: A Newcomer’s Groundwork
January 22, 2019 07:00 - 41 minutes - 95.2 MBDouglas Dick is an Underwriting and Claims Trainee at Sompo International, a large property and casualty insurance group that caters to the Japanese domestic market. Douglas’s responsibilities include protecting the company from possible financial losses, determining which individuals are high risk, and whether certain clients should have coverage or not. Despite being new to the industry, he brings with him extensive experience interning for companies in the commercial sector and restaurant...
Ep. 95: Uncovering Your Perfect Fit For An Agency Alliance
January 15, 2019 07:00 - 45 minutes - 104 MBMarcus Flesher is the Agency Development Director at Pacific Crest, a company that serves insurance agents and supports them in building their independent agencies. Their company grants agents access to carriers, higher commission, and book ownership of their business. His responsibilities include filtering new members, training agents into becoming truly independent professionals, and creating business strategies that complement new technologies. Marcus joins us to share how he and Pacifi...
Ep. 94: How Actuaries are Embracing the Insurtech Revolution
January 08, 2019 07:00 - 39 minutes - 54.1 MBErik Wenzel is an InsurTech enthusiast and actuary. He describes himself as someone who has the brain of an actuary and passion of a Silicon Valley entrepreneur, and firmly believes the actuary profession is more than capable of leveraging opportunities presented by InsurTech. He currently works at CNA Insurance, a commercial property and insurance company that provides a range of insurance services for different sectors including construction, financial institutions, and healthcare. Erik...
Ep. 93: Fix My Agency
January 01, 2019 07:00 - 56 minutes - 78.4 MBBilly Williams is the founder and president of Inspire a Nation Business Mentoring Services, a company that specializes in insurance agent and small business coaching and mentoring. He and his company work with many top insurance agents and agencies as well as some of the world’s biggest companies and carriers. Billy’s extensive business leadership experience has made him a recognized expert speaker on topics such as growing a successful insurance agency, small business development, and mino...
Ep. 92: Trailblazing Cannabis In The Insurance Industry
December 25, 2018 07:00 - 42 minutes - 58.6 MBPatrick McManamon is the founder and managing director of Cannasure Insurance Services, a company that offers marijuana business insurance for dispensaries, collectives, physicians, and growers in medical and recreational marijuana legalized states. Apart from managing Cannasure, Patrick is also a regular speaker at the National Cannabis Industry Association events and has delivered keynotes about cannabis insurance and risk management in various states. Due to his expertise, he has been int...
Ep. 91: The Journey: A Study of African Americans in The Insurance Industry
December 18, 2018 07:00 - 57 minutes - 131 MBDr. Leroy Nunery is the Founder of Plus Ultre LLC, a management consulting company that focuses on improving the strategic, operational, and managerial capabilities of school districts, non-profits, charter schools, and medium-sized businesses. He has extensive experience in corporate banking and capital markets, and once served as Vice President of the National Basketball Association. Before starting Plus Ultre, he was the President of School Management for Edison Schools, Inc. Dr. Leroy...
Ep. 90: Wire Fraud, Extortion, IdentityTheft! Step up Your Cyber Security Awareness
December 11, 2018 07:00 - 48 minutes - 112 MBJessica Thayer is the Financial Services Practice Leader and Senior Vice President at Starkweather & Shepley, a company that specializes in many types of insurance programs such as affinity groups, alternative risk solutions, transportation, construction, and education. Jessica specializes in the financial and professional lines of insurance including Network Security & Privacy and Professional Liability. Before joining Starkweather & Shepley, she served as Senior Vice President for Liftman ...
Ep. 89: A Cutting Edge Insurtech: Merging Data & Actuarial Science
December 04, 2018 07:00 - 36 minutes - 49.8 MBPradnya Nimkar is an Associate Data Scientist at CLARA Analytics, a claims service company that utilizes AI technology to provide the best doctors and resources for injured workers, reduce claims costs, and detect litigation risk. She has seven years of experience in actuarial analytics in the insurance industry. Being an actuary, Pradnya learned how to use tools specific to data science analytics such as Python, Statistical Modeling, and Natural Language Processing. Pradnya joins us to di...
Ep. 88: Life Settlement: Reviving Your Life Insurance Policy
November 27, 2018 07:00 - 40 minutes - 92.9 MBAsher Spetner and Geoffrey Gottesman are part of the team behind Genesis, a life settlement company for high-end advisors and affluent consumers. Their primary goal is to help clients turn their life insurance into a cash asset. Asher is the Director of Operations and is largely responsible for the company’s growth and profitability. Geoffrey is the Managing Director and some of his functions include leveraging efficient strategies to hit goals and closing hard cases in the industry. Asher...
Ep. 87: Surplus Lines - The Power Player in the Market
November 20, 2018 07:00 - 54 minutes - 126 MBJerry Sullivan is the Chairman of G. J. Sullivan Co. Reinsurance, the focus company for the Sullivan Group of companies. He has over 60 years of expertise in the insurance industry, spanning the regulatory, investment, company, claims, program manager, reinsurance and wholesale aspects of the business. Decades after establishing the company that serves as the core of The Sullivan Group and alongside various partners, he continues to lead the group in developing new companies and approaches c...
Ep. 86: The Science of Epigenitics in Life Insurance
November 13, 2018 07:00 - 54 minutes - 125 MBJon Sabes is the CEO at GWG Holdings, Inc., the parent company of GWG Life which is a financial services company that aims to transform the life insurance industry by means of disruptive and innovative technology, products, and services. He has structured over $900-Million in financing commitments for his related businesses. He also has over 20 years experience in the fields of venture capital, finance, business development, federal taxation, and managerial operations. Jon joins us today t...
Ep. 85: Risk Genius: Future Insurance Search Engine
November 06, 2018 07:00 - 27 minutes - 63.6 MBChris Cheatham is the CEO of Risk Genius, an online platform that aims to be the “Google” of insurance policies. It makes use of artificial intelligence and advanced algorithms which can streamline the work of underwriters, brokers, and everyone in between. Chris had a great career as an insurance attorney in Washington, D.C. before deciding to provide a solution to the messy document problems he encounters every day. Chris joins us to share what Risk Genius is all about, how it works, an...
Ep. 84: Drone Technology in the Insurance Industry
October 30, 2018 06:00 - 53 minutes - 122 MBMatt Daniels is the CEO of Unity Group Ventures LLC, a disabled veteran owned and operated company that utilizes drone technology to provide high-quality data to clients in the insurance industry. Matt’s experience flying on aerials platforms allowed him to find ways to merge drone tech, insurance adjusting, and damage assessment. He and his colleagues’ military involvement sets them apart from other companies concerning data collection not just in the insurance industry, but also in archite...
Ep 83: Budgeting for Licensing & Compliance
October 23, 2018 06:00 - 31 minutes - 73 MBSabrina Slater is the Annuals and Corporates Manager at Insurance Licensing Services of America (ILSA). Her background in recurring services and compliance enables her to have the best skill-set for this position. Her functions involve submitting registrations with the Secretary of State and Department of Revenue, providing liaisons with partnered agents, and Certificate of Authorities reinstatements. She has worked with ILSA for almost eight years and has since garnered multiple accolades t...
Ep. 82: The Art of the Insurance Deal
October 16, 2018 06:00 - 49 minutes - 113 MBJeff Arnold is the President for RightSure Insurance Group, providing for the interest of policy holders in 42 states. Jeff is the author of “The Art of the Insurance Deal” Part of his life’s journey includes five years in the United States Army at the 45th Aviation Battalion (SPEC OPS). Jeff joins us on the podcast to share how he went from Special Ops in the Army to a standup comedian in California to working in the insurance industry. He is an eloquent ambassador for the Industry. ...
Ep. 81: Broker Buddha
October 09, 2018 05:00 - 37 minutes - 86.3 MBJason Keck graduated from Harvard with a degree in Computer Science. He is the CEO and Co-Founder of Broker Buddha, an award-winning technology platform that simplifies the application and renewable process in commercial insurance allowing brokers to reduce the amount of time they spend on applications and renewals by 80%. Jason Joins us on the podcast to discuss how it all came together, his journey and the outlook for Broker Buddha. He also shares how simplicity is at the heart of how...
Ep. 80: Cool, Crazy & Fun Insurance Nerds
October 02, 2018 05:00 - 48 minutes - 110 MBTony Cañas is a CPCU, MBA, Insurance Nerds Co-Founder, chief motivator, blogger, insurance expert, speaker, and communicator of the millennial generation, who will soon make up over 50% of the workforce. He is from Costa Rica and moved to the U.S. in 2002—and has been in the insurance industry since 2009. Carly Burnham is a CPCU, MBA, Insurance Nerds Co-Founder, chief editor, and currently a New Product Development Manager at Explore information Services, and is involved in the Presque Is...
Ep. 79: Do A Day to Achieve New Heights in Your Life & Insurance Career
September 25, 2018 06:00 - 46 minutes - 107 MBBryan Falchuk is the Executive Vice President and Head of Claims at Hiscox USA, He is also the host of the Do A Day podcast, a best-selling author, motivational speaker, and life coach. Bryan has overcome obesity, career struggles, and grueling marathons. His work has appeared in Inc. Magazine, L.A. Times, Chicago Tribune, and he has been featured on over 100 podcasts and radio shows. “Don’t focus on sales, focus on providing answers to people’s needs. You need to be solving someone els...
Ep. 78: Hurricane Maria: The Impact & Outlook for PR Insurance Industry
September 18, 2018 06:00 - 1 hour - 138 MBRuben A. Gely is the Founder of the International Insurer’s Consulting Group Inc. (IICG), a boutique insurance firm based in San Juan, Puerto Rico. IICG specializes in the creation and development of insurance companies, segregated protected cells, private placement life policies, and life & health reinsurers in Puerto Rico's International Insurance Center. Raymond Burgos is a Legal Counsel, Notary Public and Business Management Consultant at RPB Consulting LLC. Raymond’s roles include b...
Ep. 77: Strength in Diversity
September 11, 2018 06:00 - 54 minutes - 124 MBDeidre Wright is Director of Engagement & Marketing of the Diversity & Inclusion Institute for Business Insurance. She holds a Bachelors degree in Sociology and Anthropology from Spelman College, Has served on the RIMS Advisory Board - Rising Risk Professionals, and has served as Vice Chair of the Emerging Leaders Council of the National African American Insurance Association. She also held the position of Global Risk Management Insurance Specialist - Casualty Advisor for Marsh. Deidre j...
Ep. 76: Women of Wholesale
September 04, 2018 06:00 - 44 minutes - 102 MBPamela Quilici, Donna Percival, and Shanna Sweeney are the co-founders of Women of Wholesale, an association focused on women in the wholesale insurance industry. Pam is the COO at Crouse and Associates, an independent wholesale broker, and Chairman of Next Generation Committee, a group created by the Surplus Lines Association of California to specifically recruit younger people. Donna is a Sr. Business Development Manager of an excess and surplus specialty group. Shanna is the President of ...
Ep. 75: Insurance Innovation in Africa
August 28, 2018 06:00 - 50 minutes - 46.3 MBOpeyemi Osiyemi is the Founder of Claimsify and the Managing Director of EdgeEdwards. Claimsify is an insurance service that seeks to simplify the process of claims insurance in Africa. EdgeEdwards aims to help insurance companies achieve sustainable efficiency and effectiveness. Ope’ is certified in the London Insurance Market, she holds a B.S. in Insurance from the University of Lagos, and an MBA in Oil and Gas Management from the University of Dundee. She is also the Secretary-General of ...
Ep. 74: Grow Your Agency With LinkedIn
August 21, 2018 06:00 - 46 minutes - 108 MBJoshua B. Lee is a strategic growth coach, founder and CEO of Stand Out Authority, and the author of Balance is Bullsh*t. His company helps B2B businesses and professionals expand their reach and scale their businesses by aligning their marketing and sales techniques, improve their online authority, and navigate the digital sales ecosystem. He has managed over $100-Million in ad spending and has controlled over 30-Trillion online impressions. Joshua joins us to share how we can use social ...
Ep. 73: NY Cybersecurity Compliance Requirements
August 14, 2018 06:00 - 1 hour - 160 MBHoward W. Greene is the Director of Strategic Initiatives at Excess Line Association of New York (ELANY), a non-profit industry advisory association. Theodore P. Augustinos is a Managing Partner at Locke Lord LLP, a full-service law firm that is recognized for its solid reputation in complex litigation, regulatory, and transactional work. David Burgeson is the Chief Operating Officer at Renaissance Systems Inc., a nationwide provider of compliance-based IT services, programming, big data ana...
Ep. 72: All Roads Lead to America's Insurance Heartland
August 07, 2018 06:00 - 39 minutes - 91.6 MBNick Gerhart is a former Iowa insurance commissioner, and the Chief Administrative Officer of Farm Bureau Financial Services, an insurance company that has been in the industry for over 75 years and boasts over 4,300 agents, field representatives, and employees in eight Western and Midwestern states. As Chief Administrative Officer, he is responsible for government relations, human resources, enterprise strategy, and health services. Outside of his corporate responsibilities, Nick also wears...
Ep. 71: Today's Innovative Underwriter
July 31, 2018 06:00 - 59 minutes - 137 MBMike Gulla is the Director of Underwriting at Hippo Insurance, an insurance company that seeks to provide simple and easy to understand home insurance that is up to date with modern homeowner lifestyles. Mike’s responsibilities include developing full stack policy administration systems, support research and development efforts for system integrations, and providing subject matter expertise for regulatory filings, policy ratings, and compliance reviews. He holds a degree in Political Science...
Ep. 70: Association Health Plans: Legislative Update
July 24, 2018 06:00 - 24 minutes - 56.2 MBTodd Martin is an attorney at Stinson Leonard Street with over 20 years of experience in various functions in the healthcare industry including insurance regulation, administrative law, employee benefits, transactions, and governance. His work and in-depth experience regarding the healthcare regulatory environment has been instrumental in advising clients on the Affordable Care Act as well as the substantial work he has done with multiple health plan structures. Todd joins us today to expl...
EP 69: The Calm After The Storm: A look at "Schedule It" For Insurance Adjusters With it's Co-Founder
July 17, 2018 05:00 - 34 minutes - 78.1 MBRebecca Wheeling is the Co-Founder and CEO of Schedule It, an app that automates inspection scheduling for field services. Schedule It is currently the only automated scheduling, routing, and mapping software for inspectors and adjusters. She is a recognized speaker, the secretary and treasurer for the National Association of Catastrophe Adjusters and is a recognized emerging entrepreneur by the Kentucky Entrepreneur Hall of Fame. Rebecca joins us today to discuss the stories, experiences...
Ep. 68: Embracing The Power of Digital Sales
July 10, 2018 06:00 - 47 minutes - 109 MBRyan Hanley is the Chief Marketing Officer at Trusted Choice, Editor in Chief at Agency Nation and is considered as the Master of Content Marketing in the insurance industry. His goal is to help businesses find their audience and win the battle for online attention by producing content that converts. As a keynote speaker, he delivers more than 20 presentations a year to help individuals as well as brands tell their story, grow their online business, and build a solid audience. Ryan joins ...
Ep. 67: Balancing Innovation and Regulation
July 03, 2018 06:00 - 36 minutes - 84 MBNick Gregory is a member of the Akin Gump litigation practice. Akin Gump is an international law firm housing over 900 attorneys. Nick’s focus is on complex commercial litigation which covers areas of consumer class action defense, insurance litigation, and government investigations among others. He also provides sound advice to startups regarding regulatory issues with a focus on insurtech companies. Nick joins us today to discuss the regulations that govern insurtech companies. He explai...
Ep. 66: Steps to Working with an Insurtech Startup
June 26, 2018 06:00 - 49 minutes - 113 MBStephen Goldstein is a global insurance executive with over 10 years of experience in distribution, operations, auditing, market entry, and corporate strategy. He is the Managing Director at Pivot Ventures US, a company that advises InsurTech startups on their sales strategies and go-to-market initiatives to build meaningful and successful pilots and ventures. He is also a weekly InsurTech author for the Daily FinTech, a blog offering FinTech analysis and trends to over 20,000 subscribers ac...
Ep. 65: Hottest Insurance Jobs
June 19, 2018 06:00 - 26 minutes - 59.8 MBLouis Cohn is the President of the Cohn Search Group, an executive job search provider and recruiting company based in Overland Park, Kansas. The company exclusively dedicates itself to the property and casualty insurance industry and has a robust clientele from the private and public sectors. Louis is considered one of the top ten nationally recognized property and casualty recruiters due to his business management expertise as well as his skills as a recruiter. Louis joins us today to di...
Ep.64: Wanted, Insurtech Partners: Insurance industry’s quest for digital transformation
June 12, 2018 06:00 - 40 minutes - 91.6 MBAbel Travis serves as the Head of Commercial Lines Product Management for the AF Group. He is known to innovate traditional businesses through integrating InsurTech which helped him become recognized as a 40 Under Forty Business Leader in 2017. In addition to being a champion of change, Abel also hosts his own podcast called the Insurance Innovators Unscripted which reflects his philosophy on education and industry innovation. Abel joins us to discuss why he believes businesses should embr...
Ep.63: Revolutionizing the Independent Insurance Agency
June 05, 2018 06:00 - 45 minutes - 63 MBMichael Jans is the Founder and Executive Chair of Agency Revolution, a company that delivers training and technology to independent agencies and brokerages in the insurance industry. The overall goal of their company is to help agencies bridge the gap between agents and their customers. As an entrepreneur and business coach, Michael has created and delivered insurance marketing strategies for over 25 years. His work has been featured in various trade magazines in North America. He has also ...
Ep.62: From Stylekick to Shopify to Cover: Embracing Insurance Technology
May 29, 2018 06:00 - 35 minutes - 49.4 MBEP.62: From Stylekick to Shopify to Cover: Embracing Insurance Technology Karn Saroya is the co-founder and CEO of COVER, a nationally licensed insurance brokerage and tech company that cooperates with over thirty insurance companies across the United States. They specialize in apps that allow their clients to get the most out of their insurance while also maintaining the best possible client experience. Before co-founding COVER, Karn co-founded Stylekick, a mobile e-commerce marketplace t...
Ep.61: The Insurtech Message: Adapt or Die
May 22, 2018 06:00 - 41 minutes - 56.7 MBDr. Robin Kiera is the founder of Digital Scouting and an expert in insurance technology and digital transformation. He helps companies transition from being traditional and old-fashioned to become much more streamlined in today’s continuously evolving insurance industry. He uses his experience to incorporate the latest in digital technology to not only improve a company’s work efficiency but also to allow them to adapt for the future. Dr. Robin joins us today to share his knowledge of how...
Ep.60: Licensing Risk Purchasing Groups
May 15, 2018 06:00 - 21 minutes - 30.3 MBEp.60: Licensing Risk Purchasing Groups Traci Houston is a Licensing Specialist with Insurance Licensing Services of America (ILSA). She has extensive experience in licensing and renewals for agents, adjusters, brokers, surplus lines brokers, Risk Purchasing Groups (RPGs), MGAs, TPAs, and many more. While working full-time in the insurance industry, she worked her way through college to obtain her Bachelor of Arts degree in Psychology. Throughout the 12 years she has worked with ILSA, she ...
Ep.59: Surplus Lines and Reinsurance Forum
May 08, 2018 07:00 - 25 minutes - 35.7 MBDan Maher is the Executive Director at Excess Line Association of New York (ELANY). ELANY is a nonprofit industry advisory association that acts as a facilitator between regulators and brokers, conducts financial oversight and reviews of non-admitted markets, and lobbies Regulators & Legislators among other functions. Dan is also an attorney who is licensed to practice in New Jersey and New York as well as a number of federal courts. In this episode, Dan shares his brilliant insights with ...
Ep. 58: Live & Love Your Agency
May 01, 2018 09:00 - 45 minutes - 36.4 MBAnson Ross Thompson and his partner Jenny Dils Durr are the owners of The Thompson Group, an independent insurance agency that works with the industry’s leading carriers such as Westfield Insurance Company, Motorists Mutual Insurance, and Society Insurance. Their company prides itself on being a progressive insurance agency with programs that cater to their clients’ home, auto, health, and business needs. No fans of formal business titles, Anson and Jenny call themselves the Insurance Ninj...
Ep.57: DOI Cyber Regulations & Business Risks
April 24, 2018 04:30 - 1 hour - 52.6 MBTim Pazda is the Vice President of Business Development at BlackStratus, a company that offers cybersecurity services for other businesses. Jim Klinck is an Information Technology and Professional Services Consultant and a Fortune 500 tech leader who oversees $250 million budgets and is responsible for over 2,700 developers in more than eight technology centers worldwide. Christa Rapoport is currently an Insurance Regulatory Affairs Attorney for Nelson Taplin Goldwater, a group providing r...
Ep.56: Welcome to the Major Leagues! Getting Licensed in All States
April 17, 2018 05:00 - 17 minutes - 13.8 MBStefanie Cantu has been with Insurance Licensing Services of America (ILSA) for almost ten years and is currently their Licensing and Compliance Supervisor. She is credited as the go-to person when it comes to complex questions regarding compliance. When she’s not working, Stefanie takes on the joys and challenges of being a mother to two sons, hosts events to support those who need financial aid within her community and participates in many Bible Study and women’s support groups. In thi...
Ep. 55: Agency for Sale: Prep Before You Bail
April 10, 2018 09:35 - 31 minutes - 44.1 MBJoyce King is the Quality Assurance Administrator at Insurance Licensing Services of America, Inc. (ILSA). Her responsibilities at ILSA include overseeing the activities of ILSA’s marketing staff and new business enrollment operations. She has over ten years experience working in various facets of regulatory compliance in the insurance industry including licensing and surplus lines tax filings. In this episode, Joyce relays her experience before she worked for ILSA. She provides wisdom re...
Ep. 54: Association Health Plans- Listen Today, Save Money Tomorrow
April 03, 2018 05:00 - 27 minutes - 37.4 MBTodd Martin is a partner at Stinson Leonard Street, LLP., one of the largest law firms serving clients across the United States in a wide range of practice areas including Corporate Finance, Intellectual Property and Technology, Private Business, Product Liability, and Health Law. He has over 20 years of experience in insurance regulation, administrative law, and employee benefits and has worked with countless corporate legal departments of Fortune 500 companies. Currently, he advises insu...
Ep. 53: Secretary of State and Department of Revenue Filings: Traps and Pitfalls
March 27, 2018 05:00 - 31 minutes - 42.8 MBTameika Johnson is the Annuals and Corporate Supervisor at Insurance Licensing Services of America (ILSA). As the leader of ILSA’s Tax Team, she is responsible for helping clients with their corporate tax filings and annual returns. Her team also covers Secretary of State Certificate of Authority reinstatements and withdrawals and DBA renewals among other functions. She’s been with ILSA for over ten years and has since acquired accolades that made her one of ILSA’s most celebrated employees....
Ep. 52: Agency M&A -- Things to Know Beyond Licensing
March 20, 2018 05:00 - 14 minutes - 20.3 MBSteve Lawrence is Vice President of Licensing at AssuredPartners, a company that focuses on building quality relationships with their clients and forging solid partnerships throughout the insurance industry. Steve has over sixteen years’ experience in all facets of licensing and regulatory compliance. His specialties include licensing, annual reports, and Secretary of State filings. In this episode, Steve shares his background and current function at AssuredPartners. He discusses the diffe...
Ep. 51: Employee Efficiency Leads to Agency Excellence
March 13, 2018 11:00 - 29 minutes - 23.7 MBMatt Dietz is a Farmers Insurance agent and the owner of the Dietz Agency, a full-service agency that currently has over 4,000 policies and two full-time licensed employees. His agency offers a variety of insurance coverages including personal, home, auto, commercial, and life and health lines. He also hosts two insurance related podcasts: None of My Business, where he interviews guests and experts, and Simply Explaining Insurance, a one-man show where he discusses some of the more persona...