Spot On Insurance artwork

Spot On Insurance

351 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 56 ratings

From 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.

Business Education Self-Improvement corporatecompliance insurance insuranceregulation insuretech licensing spotoninsurancepodcast surpluslinestaxfilings
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Ep. 50: 5+Years Post NRRA - A Look at Surplus Lines Filings Today

March 06, 2018 06:00 - 26 minutes - 21.3 MB

Brian Allen has been in management positions at Insurance Licensing Services of America, Inc. (ILSA) for over five years. He has collaborated with clients and developers to create and implement ILSA’s SLIC Portal and a new and expansive Tax Calculator.  In this episode, Brian shares his knowledge concerning the different penalties and standards in multiple states with regards to surplus lines filings. He shares many stories and his personal experience around the subject, particularly those...

Ep. 49: Surplus Lines Industry – Working as a Technology Partner

February 27, 2018 06:00 - 20 minutes - 16.6 MB

Christa Rapoport is an Insurance Regulatory Affairs Attorney for Nelson Taplin Goldwater. In our last episode, Christa described what her life was like before she joined the insurance industry, matters handled by her firm, and why surplus lines are critical for growing businesses. She also touched on the role of cybersecurity in her line of work as well as shared her own experience with regards to the subject. In this episode, Christa explains how surplus lines are regulated, how the marke...

Ep. 48: From Surgical Nurse to Surplus Lines Attorney

February 20, 2018 06:00 - 22 minutes - 17.9 MB

Christa Rapoport is a former registered nurse and a university of Virginia-trained attorney and is currently working as an Insurance Regulatory Affairs Attorney for Nelson Taplin Goldwater, a group that provides representation for the insurance industry. Christa has experience in general corporate, compliance, regulatory affairs, and growth strategy in the insurance industry and has worked for some of the largest insurance companies in the world such as Tokio Marine, Japan’s largest non-life...

Ep. 47: Exploring The Securities & Insurance Licensing Association (SILA)

February 13, 2018 06:00 - 23 minutes - 19.1 MB

SOIEP47 Exploring The Securities & Insurance Licensing Association (SILA) Diana Capes is the Executive Director of the  Securities & Insurance Licensing Association (SILA). Established in 1990, SILA is an organization that serves to bring licensing experts together whose careers are geared towards all aspects of securities registration and insurance licensing. Diana has over 36 years’ experience in the insurance industry and is responsible for helping the company achieve their goals throug...

Ep. 46: From Texas Cowboy to Compliance Director

February 06, 2018 08:00 - 22 minutes - 18.2 MB

Lorenzo Houston is the Compliance Director of U.S. Risk, LLC., a privately-owned specialty lines company specializing in underwriting management and wholesale brokering services. He previously served as the Supervisor for the Surplus Lines Tax Department at Insurance Licensing Services of America (ILSA) before being appointed to a managerial role of the Internal Auditing department. While working as the Compliance Director at U.S. Risk, LLC., he is also the owner of the online beauty supply ...

Ep. 45: Planning your Licensing Year: Marketing Strategy, Licenses, Budget - Part 2

January 30, 2018 06:00 - 30 minutes - 24.2 MB

Joyce King supervises the Marketing and New Client Services Department at Insurance Licensing Services of America (ILSA). In part 1 of this series, Joyce discussed licensing and compliance issues as they relate to different types of mergers and acquisitions. She explained what could happen if you followed standard licensing and compliance as well as what could happen if you don’t, and provided tips and strategies with regards to designated producers and state laws when they are due for renew...

Ep. 44: Planning your Licensing Year: Marketing Strategy, Licenses, Budget - Part 1

January 23, 2018 06:00 - 20 minutes - 16.4 MB

Joyce King is the Quality Assurance Administrator at Insurance Licensing Services of America (ILSA) where she provides education and consultation services to the company’s clients in matters ranging from licensing and affiliation to filing and reporting for surplus lines licensees across the United States. She has over 10 years of experience in the areas of insurance licensing and compliance. Joyce joins us on today’s episode to discuss the various things insurance agency owners need to be...

Ep. 43: Optimizing SEO- Communicating Effectively with Customers and Search Engines

January 16, 2018 06:00 - 21 minutes - 17.1 MB

Eddy DeMelo is an expert digital marketer who focuses on organic strategies to boost web traffic such as email, content strategy, and SEO. He is the Co-Founder and Lead Search Engine Optimization Specialist  of Agency Appeal, a visual identity, branding, and website development company that helps independent insurance agents serve their clients better. His responsibilities in the company involve developing SEO strategies for hundreds of insurance agencies and knowing the ins-and-outs of rank...

Ep. 42: Agency Operations- The Missing Piece

January 09, 2018 12:00 - 24 minutes - 19.3 MB

Cindy Donaldson is the CEO of Red Barn Consulting LLC., a consulting firm geared towards helping organizations make wise decisions when it comes to marketing, sales, and business operations. She is an award-winning salesperson and has gained national recognition in the field of digital marketing and social selling. She works best with small to medium-sized companies that are currently stuck and are willing to invest in their business to grow larger. Cindy’s extensive experience makes her a s...

Ep. 41: Why Mobile is Vital to Agency Success

January 02, 2018 06:00 - 23 minutes - 19 MB

Matt Aaron is the Co-Founder of Insurance Agent App, a service that provides excellent ways to improve agency-policyholder relationships through their user-friendly mobile applications. Their app, Insurance Agent, helps independent agencies to contain and engage clients throughout their coverage. Matt has over 20 years’ experience working in the television advertising and sales management industry, and has also co-founded the online and mobile game developer, Head Fake, back in 2008.  Toda...

Ep. 40: Inbound Sales Strategies for Personal Line

December 26, 2017 12:00 - 26 minutes - 20.8 MB

David Siekman is a Performance Consultant at Agency Performance Partners, a business centered on improving companies and other organizations by providing the foundation for a customized agency action plan. David’s role involves working with insurance agencies to boost performance with the use of effective strategies. He is also an accomplished sales professional with over fifteen years of experience in the hands-on management of sales and marketing teams. Today, David weighs in on what it ...

Ep 39: Continuing Education Compliance

December 19, 2017 06:00 - 17 minutes - 14.2 MB

Lesli Leakey is a licensed adjuster in the State of Texas and the Director of Compliance and Product Manager of WebCE, a business that provides quality education products and services to working individuals and corporations throughout the country. Lesli’s primary responsibility is managing the Compliance department. She oversees brand compliance, manages the staff, and handles both internal and external compliance matters.   Today, Lesli shares her wisdom on the do’s and don’ts of continui...

Ep. 38: Marijuana in the Workplace -An HR Perspective

December 12, 2017 06:00 - 23 minutes - 18.8 MB

Dan Oberdorfer and Nicole Faulkner work with Stinson Leonard Street, a business that offers complex regional and national practices in business and commercial litigation, corporate finance as well as employment, labor, and benefits amongst other areas. Dan is an attorney with experience in the field of counseling and litigating, including complex employment disputes, discrimination and harassment, and breach of contract. Nicole’s role as an Employment and Labor Law Associate is to advise emp...

Ep. 37: Conversations for Action- Promoting Implementation and Accountability

December 05, 2017 06:00 - 21 minutes - 17.1 MB

Brandie Hinen is a transformation coach and founder of Powerhouse Learning, a business that aims to help organizations rise to their very best through motivational coaching. What sets Powerhouse Learning apart from other coaching organizations is how they utilize both onsite and online tools to guarantee consistency and long-term behavioral change. She is an accomplished trainer, instructor, and considered an expert when it comes to motivating people in the workplace.   In this episode, Br...

Ep. 36: Using Videos to Drive Growth & Retention

November 29, 2017 06:00 - 26 minutes - 21.4 MB

Mike Demko is a nationally recognized digital marketing expert and sales and marketing professional with over 20 years’ experience. He is the founder of My Insurance Videos, a company that serves to help agents build a better way to engage, educate, and sell through video marketing. In founding his company, Mike drew inspiration from learning the challenges local agents have in today’s competitive landscape. He and his team are committed to making it simple and easy for agents to drive growt...

Ep 35: Key Principles for the "New Marketing" with Michael Jans, Agency Revolution

November 28, 2017 06:00 - 32 minutes - 26.3 MB

Michael Jans is the Co-Founder of Agency Revolution, a digital marketing company that delivers technology and training to brokerages and independent insurance agencies for over twenty years. Their goal is to help businesses have a meaningful relationship with their consumers. Michael has consulted, trained, and coached with more than 11,000 agency principals with a diverse clientele from North and South America, Asia, Europe, and even Africa. His goal for Agency Revolution is not to make it ...

Ep. 34: Insurance License Types: Getting it Right! Part 2 with Stefanie Cantu, ILSA, Inc.

November 22, 2017 06:00 - 20 minutes - 16.7 MB

In the previous episode, Stefanie Cantu explained what the Producer, Adjuster, and Surplus Lines licenses are. She discussed which license is meant for whom, some of the standard requirements, and why people should get licensed. She also talked about different scenarios involving having the wrong license as well as some of the common mistakes made by those who want to get a license.  Today, Stefanie puts the spotlight on “specialized” licenses. She briefly discusses the similarities and di...

Ep.33: Insurance License Types: Getting it Right! Part 1 with Stefanie Cantu, ILSA, Inc.

November 21, 2017 06:00 - 16 minutes - 13 MB

Stefanie Cantu is a Supervisor at ILSA’s Licensing and Compliance Department. She got her start back in 2008 in ILSA’s Intake team where her impressive skills got her transferred to the Renewals team. She excelled in Renewals and became part of the Licensing team, a group she eventually supervised. She’s been with the company for over eight years and was given the Outstanding Customer Service award four times plus an Employee of the Year nomination in 2013. Her responsibilities include being...

Ep. 32: Sales Success with Michael Tracy

November 15, 2017 06:00 - 26 minutes - 21 MB

Michael Tracy has spent over ten years in sales leadership, telecommunications, and marketing. He is the founder of Sales Journey, a business that helps small business, entrepreneurs, and sales professionals through their specialized training programs. The goal of their training program is to double their sales in just 90 days by teaching tactics, not strategies. Michael believes the number one cause of business success is high sales, and that the exact opposite, low sales, is the cause of i...

Ep. 31: Proactive Renewal Calls

November 14, 2017 13:45 - 26 minutes - 21.4 MB

Kelly Donahue-Piro is the Founder and President of Agency Performance Partners, a company that works with small businesses across the country to help them create and implement programs and boost revenues, efficiency, and overall profit. Kelly herself is considered a no-nonsense effectiveness expert in her field, having helped hundreds of insurance agencies in their search for sustainable improvement opportunities. Some of her specialties include management and supervisory coaching, digital m...

Ep. 30: Managing your Reputation on Social Media

November 08, 2017 06:00 - 23 minutes - 18.9 MB

Melissa Agnes is the President and Co-Founder of Agnes + Day Inc. She is a sought-after keynote speaker and, as a consultant, she helps global brands and government entities prevent and manage a wide range of issues and crisis, ultimately guiding organizations to implement what she calls a crisis-ready culture. As a keynote speaker, she travels the world speaking to government and international organizations such as the Ministries of Foreign Affairs and NATO, as well as a wide range private ...

Ep. 29: Mergers & Acquisitions Licensing & Compliance

November 07, 2017 06:00 - 26 minutes - 21.8 MB

Joyce King has over ten years of experience in the insurance licensing and compliance industry, and currently supervises the Marketing and New Client Services Department at ILSA. Her primary responsibility is to oversee marketing staff activities and new business enrollment operations. She has received multiple awards and merits for her leadership skills and customer service initiatives. Some of her most notable awards are Outstanding Customer Service Award in 2006 and Supervisor of The Year...

Ep. 28 Overview of the Annuities Market

November 01, 2017 05:00 - 16 minutes - 13.8 MB

Stan G. Haithcock is more popularly known as Stan The Annuity Man. He is one of the country’s top tier independent annuity agents and is considered an expert in his field. His best traits include his commitment to transparency, honesty, and endless passion for research. He has spoken at every major financial trade show in the U.S. and has appeared in numerous TV and radio shows. Because of his outspoken and brutally honest persona, Stan has come to accept another moniker given to him by his ...

Ep. 27: Changes of the Affordable Healthcare Act and Its Implications for the Insurance Industry

October 31, 2017 05:00 - 24 minutes - 20 MB

Todd Martin is a partner at Stinson Leonard Street, LLP and has over 20 years of experience in employee benefits, transactions, insurance regulation, administrative law, and governance. He spent 7 of those 20 years working in the corporate legal group of a Fortune 500 insurer. One of his greatest achievements at Stinson is his ACA Status chart, a document designed to give a general overview of main mandates of the ACA. Todd serves to provide a practical approach to make sure clients understa...

Ep. 26: New Developments in Surplus Lines 

October 25, 2017 05:00 - 19 minutes - 15.6 MB

Dan Maher is the COO and Executive Director of the Excess Line Association of New York (ELANY). ELANY’s business focus revolves around facilitating and encouraging compliance with New York’s excess law line. It is a non-profit industry advisory association. Dan is an attorney who is licensed to practice not just in New York, but also New Jersey and a good number of federal courts. Before he joined ELANY, Dan was the Senior Vice President of Lancer Insurance Company.  In this episode, Dan e...

Ep. 25: The Psychology of Downed Trees

October 24, 2017 05:00 - 20 minutes - 16.9 MB

Christopher Boggs is the Executive Director of the Independent Insurance Agents & Brokers of America (Big “I”) Virtual University. He is focused on writing, researching, and teaching casualty and property insurance coverages and concepts to both Big “I” members and others in the insurance industry. He has authored more than 300 risk management and insurance articles on a diverse range of topics such as the MCS-90, enterprise risk management, and Credit Default Swaps. Chris has also authored ...

Ep. 24 What Triggers Corporate Tax Returns and Annual Returns Filing Requirements 

October 18, 2017 05:00 - 12 minutes - 10.6 MB

Our guests today are our very own Tameika Johnson, Corporates and Annuals Supervisor, and Mayra Feregrino, Annual and Corporate Department Team Leader, from the ILSA tax team. Between these two ladies is over a decade’s worth of experience. Tameika assists clients with annual returns and tax filings and is the official leader of ILSA’s tax team, while Mayra has been a great help in making sure everything is executed accordingly.  For today’s episode, Tameika and Mayra discuss the events th...

Ep 23: After Hurricane Harvey 

October 17, 2017 05:00 - 29 minutes - 23.9 MB

Tara Mitchell and Norma Essary are from the Surplus Lines Stamping Office of Texas (SLTX), a company whose job is to provide all our partners with meaningful data, analysis, and educational resources to empower those decisions while also facilitating compliance. Norma is the CEO and her duties involve overseeing the whole organization, making sure everything runs smoothly and according to compliance. Tara is the CIO and while her tenure is still short, her experience working for the Departme...

Ep. 22 Tips from the Surplus Lines Stamping Office of Texas 

October 11, 2017 05:00 - 18 minutes - 15.3 MB

Tara Mitchell and Norma Essary are from the Surplus Lines Stamping Office of Texas (SLTX). Norma is the Executive Director and her task is to provide the oversight of the organization. She has been working with SLTX for just over a year, but she brings with her over 25 years of insurance and risk management experience.    Tara Mitchell is the IT Director and while she’s only been with the company for 10 months, she once worked from the Department of Insurance as a project manager and finan...

Ep. 21 Insurance for the Legalized Marijuana Industry

October 10, 2017 05:00 - 25 minutes - 20.8 MB

 Zane Gilmer is a partner at Stinson Leonard Street, a national law firm that offers legal advice and representation to persons and businesses experiencing complex legal issues. Zane’s practice focuses on compliance and business litigation. He represents companies in both state and federal courts as well as arbitration forums across the United States. His clientele includes small regional businesses, individuals, and large Fortune 100 companies.    In this episode, Zane discusses how ins...

Ep. 20 Surplus Lines: Industry Trends, Challenges and Opportunities

October 04, 2017 07:30 - 14 minutes - 12 MB

Scott Wede is the Executive Director of the Surplus Lines Association of Arizona. Before he became the Executive Director, Scott was a retail broker for a large independent company in Arizona. He handled large accounts in utilities and aviation. Shortly after being introduced to the concept of surplus lines, he developed a clientele who had that kind of need in their business. After forty years as a retail broker, he became the company’s Executive Director.   In today’s episode, Scott ex...

Ep. 19 Surplus Lines 101: Terminology

October 03, 2017 05:00 - 10 minutes - 8.54 MB

Maegan DiLoreto is the Communications & Training Coordinator at Surplus Lines Stamping Office of Texas (SLTX). SLTX records all the surplus lines insurance policies written in the State of Texas, monitors financial conditions of insurers that write this form of policy, and provide education and training materials in the industry. Surplus lines are a type of specialty insurance that may be used as a medium for high risk consumers, increased capacity needs, or simply be part of emerging marke...

Ep. 018 Annual Returns and Corporate Taxes 101 Terminology

September 27, 2017 05:00 - 10 minutes - 8.9 MB

Sabrina Slater has a background in compliance and recurring services which helped her develop the perfect skillset needed for managing ILSA’s Annuals and Corporate services. Tameika Johnson is the company’s Annuals and Corporate Supervisor and helps clients with corporate tax filings and annual returns.  In this episode, Sabrina and Tameika share the importance of updating company information and the possible legal problems a company can encounter if incorrect information is provided. They...

Ep. 017 Protecting your Intellectual Property

September 26, 2017 07:00 - 25 minutes - 20.8 MB

Joel Leviton is an intellectual property attorney and is part of Stinson Leonard Street, a company whose goal involves providing services on litigations and sophisticated transactions to both individual and large companies. Joel in particular helps brand-oriented companies protect, create, and develop their good brands. He makes sure his clients are guided with expert hands when it comes to trademark and copyright laws in the United States and across the globe. Because of this, he is conside...

Ep. 016 Compliance and Creativity

September 20, 2017 06:00 - 17 minutes - 14.5 MB

Dante Disparte is the CEO and Founder of Risk Cooperative, a risk, capital, and strategy management firm with a primary focus on innovation, market expansion, and mid-market opportunities. Dante is a specialist in risk reduction and strategy by creating and delivering comprehensive risk solutions on a global scale. He was recently selected as one of the Top 40 Leaders Under 40 by the Washington Business Journal and is also the co-author of Global Risk Agility and Decision Making.  In this...

Ep. 015 Cyber - Risk and the Insurance Industry

September 19, 2017 06:00 - 14 minutes - 12.2 MB

Robert Sargent is the Founder and President of Tennant Risk Services, a national wholesale insurance broker and underwriting manager that focuses on professional liability as well as specialty insurance coverages for all forms of businesses. He is also a past president of the National Association of Professional Surplus Lines Organizations (NAPSLO), and the author of the Specialty Insurance blog.  Robert joins me to discuss what a cyber risk is, how it can damage you and your business, and...

Ep. 014: Common Compliance and Regulatory Issues

September 13, 2017 06:00 - 20 minutes - 16.5 MB

Dan Maher is the Executive Director and Chief Operating Officer of the Excess Line Association of New York (“ELANY”). The Association is a statutorily created industry advisory association responsible for facilitating and encouraging compliance with New York’s excess line laws. He is also an attorney licensed to practice in the states of New Jersey and New York and a number of federal courts. Prior to joining ELANY in 1997, he was Senior Vice President and General Counsel with Lancer Insuran...

Ep. 013: Continuing Education = Competitive Edge

September 12, 2017 06:00 - 17 minutes - 14.4 MB

Michael Gay is an insurance program executive with over 30 years of experience in property/casualty insurance design. He is also an insurance educator who taught property/casualty courses for more than 25 years, an accomplished author of course guides and classroom workbooks, and a risk manager with experience in identification, analysis, evaluation, and treatment of loss exposures for complex risks.  Michael joins me today to share what it means for agents to get advanced degrees and purs...

Ep. 012: How to Interact with Regulators

September 06, 2017 06:00 - 18 minutes - 15.4 MB

Pete Thrane is a partner with the law firm of Stinson Leonard Street. He helps insurance businesses manage the legal, regulatory and corporate law challenges of their business. Pete handles insurance transactions, formation and dissolution of insurers, product distribution mechanisms, governance matters, product development, producer licensing and compliance matters. He joins me today to share his thoughts on dealing with regulators. He dives in on how to cooperate with regulators and shar...

Ep. 011: The Seven Principles of a Solid Agency Foundation

September 05, 2017 06:00 - 34 minutes - 28 MB

Roger Sitkins is the CEO of Sitkins Group, Inc. He has trained and mentored thousands of professionals including producers, CEOs, sales managers, and customer service representatives. He is known as the nation’s top insurance agency results coach, and is often invited to be the keynote speaker for national, state, and local events. He is also Rough Notes magazine’s most widely read columnist. Roger joins me today to share his wisdom on starting an agency. He provides a brief summary of wha...

Ep. 010: Captive Insurance Compliance Issues

August 30, 2017 08:30 - 25 minutes - 20.6 MB

Donald Riggin is an accomplished author, speaker, and the President of Art of Captives, LLC, a company whose business involves alternative risk financing techniques. He also provides public and corporate sector clients with advanced risk financing advice and services. His services include alternative risk facility implementation, review services, and captive and self-insurance feasibility analysis. Donald joins me to share his knowledge on captive insurance compliance. He explains how to b...

Ep. 09: Creating A Culture of Creativity

August 29, 2017 08:00 - 20 minutes - 16.7 MB

Marsha Egan is a life coach, success strategist, and the owner of the established professional coaching firm The Egan Group, Inc. Her company is built around transforming leaders, inspiring confidence, and achieving the right results. She has a long list of achievements that include being named 2006 Pennsylvania’s 50 Best Women in Business, Insurance Person of the Year Award, and has performed over 200 speeches and keynotes to over 50,000 people. Marsha joins me today to share her wisdom o...

Ep. 08: Compliance in the Age of the Internet

August 23, 2017 08:30 - 18 minutes - 14.9 MB

Paul Buse is the President of Big “I” Advantage, the holding company for the for-profit operations of the Independent Insurance Agents & Brokers of America (IIABA), the largest insurance agent trade association in the United States. Paul is an insurance professional with experience in alternative distribution of insurance risk financing approaches and program business. He specializes in insurance liability, property and casualty, distribution, and product design among other functions. Paul...

Ep. 07: Legal Implications of the “Gig Economy”

August 22, 2017 08:30 - 28 minutes - 23.5 MB

Johnny Wang and Steve Cosentino are partners at Stinson Leonard Street, a company that provides services on litigations and sophisticated transactions to clients both individual and large companies. Johnny is an attorney whose responsibilities mainly cover domestic and international labor and employment with Stinson. Steve is focused on transactions related to technology, particularly on data center services, software licensing, data security, advertising, and outsourcing among other functio...

Ep 06: Regulating Insurtech- Two Case Studies

August 16, 2017 08:30 - 15 minutes - 12.4 MB

Attorney Robert Tomilson is a partner at Clark Hill, an insurance law practice based in Philadelphia, PA. He serves as an insurance subject matter expert in the areas of insurers, reinsurers, and intermediaries in litigation and regulatory investigations. He also serves as an advisor to the American Law Institute’s Restatement of the Law of Liability Insurance as well as an adjunct professor of insurance at Drexel University School of Law. Robert joins me today to discuss the differences b...

Ep 05: Infusing Ethics Into Your Organization

August 15, 2017 08:30 - 17 minutes - 14.1 MB

Marsha Egan is the founder and CEO of The Egan Group, Inc., an award-winning professional coaching firm focused on helping entrepreneurs and executive leaders achieve their personal, professional, and organizational goals. She is the author of several books, including Inbox Detox, Great Starts for Great Meetings, and The Silent Signals of Success Journal. Marsha joins me today to discuss the three ways organizations and leaders can infuse ethics into their business and the best ways to mot...

Ep 04: Corporate Name Changes

August 09, 2017 08:30 - 14 minutes - 11.8 MB

Kristy has achieved numerous award nominations while at  Insurance Licensing Services of America, including Employee of the Year, Supervisor of the Year, and Manager of the Year. She has recently received her SILA-A Designation. Get the inside scoop from Kristy Starling Roberts, a Manager for the insurance industry’s premier Licensing and Compliance Service Provider, ILSA. Kristy manages a team of specialists handling initial licensing, renewals, sanctions notifications, appointments and oth...

Ep 03: Sell With A Story

August 08, 2017 08:30 - 17 minutes - 14.6 MB

Paul Smith is one of the world’s leading experts on organizational storytelling. He has worked with Accenture and Procter & Gamble in the past, lending them his expertise on communications. Currently, Paul is a keynote speaker, storytelling coach, and is the best-selling author of the books Lead with a Story, Sell with a Story, and Parenting with a Story.  Paul graced us with his presence to share his expert insights as he dissects the link between great story telling and selling, which he...

Ep 02: Exploring Key Legal Issues In A Disruptive Technology Environment

August 01, 2017 07:00 - 23 minutes - 19.1 MB

Steve Cosentino graduated from the University of Missouri – Kansas City School of Law with his Juris Doctor degree in 1997. He immediately began working at Stinson Leonard Street, LLC, where he currently serves as the company’s Chairman of the Intellectual Property and Technology Division. Steve joins me today to discuss one of the hottest topics circulating throughout the insurance industry: key legal issues that disruptive technology creates. He shares examples of new technology currentl...

Ep 01: The Insurance as Commodity Myth

August 01, 2017 06:00 - 14 minutes - 11.7 MB

Bill Wilson is the founder of Insurance Commentary, a blog featuring coverage, analysis, and opinions about property and casualty insurance issues. Before launching his website, Bill served as the Associate Vice President of Education and Research at the Independent Insurance Agents and Brokers of America. He was also the founder of the Big “I” Virtual University, where he served as Director for over 17 years. Bill joins me today to share his thoughts on the highly controversial topic of “...

Twitter Mentions

@thejoshuablee 1 Episode
@nickgerhart 1 Episode
@jonsabes 1 Episode
@lschiffer 1 Episode
@erikmitisek 1 Episode
@useindio 1 Episode
@virtualactuary 1 Episode
@jamesmbenham 1 Episode
@tktechnow 1 Episode
@adventuregirlcd 1 Episode
@cbiz_valuation 1 Episode
@ryanhanley_com 1 Episode
@chiselai 1 Episode
@cyberkbay 1 Episode
@insuredmine 1 Episode
@fintechwilliam 1 Episode
@johnleedumas 1 Episode
@yoursuccessment 1 Episode
@cbz 1 Episode
@katelerickson 1 Episode