Latest Cpcu Podcast Episodes
Manish Khetan, Co-Founder and President of Xceedance - PIR Ep. 539
Profiles in Risk - April 29, 2024 12:00 - 34 minutes ★★★★★ - 49 ratingsTony chats with Manish Khetan, Co-Founder and President of Xceedance. They are basically an insurance company without capital and distribution! How does that work!?!?! They specialize in helping insurtech and insurance organizations, especially in P&C Large Commercial space. Once an insurance co...
Andrew Suesserman, Chief Revenue Officer at Affinity Advisors - PIR Ep. 538
Profiles in Risk - April 25, 2024 12:00 - 56 minutes ★★★★★ - 49 ratingsTony chats with Andrew Suesserman, Chief Revenue Officer at Affinity Advisors, a digital insurance platform, where retail brokers, wholesaler brokers, and associations who work with a lot of small and middle market businesses can use the platform to very quickly rate, quote and bind various type...
Cory Schmidt, CTO & Co-Founder at AgencyBloc - PIR Ep. 537
Profiles in Risk - April 23, 2024 12:00 - 20 minutes ★★★★★ - 49 ratingsTony chats with Cory Schmidt, CTO & Co-Founder at AgencyBloc, an agency management system for Life and Health agencies. Started in 2008 out of the need for an AMS for Life and Health MGAs with a heavy focus on wholesaling. It has now grown into an all-encompassing wholesale and retail AMS. Cory...
The Evolving Homeowners Market in Florida with Melissa Burt DeVriese
IN-the-Know - April 17, 2024 07:00 - 25 minutesMelissa Burt DeVriese is the President at Security First Insurance Company. She has been with Security First Insurance Company since 2009 and has been President since March 2020. Before serving as President, she held a variety of roles, including Chief Administrative Officer and General Counsel....
Vamsi Danturti, Insurance Digital Strategist - PIR Ep. 536
Profiles in Risk - April 15, 2024 12:00 - 27 minutes ★★★★★ - 49 ratingsTony chats with Vamsi Danturti about his career from India to the US, from Deloitte to Capgemini to SalesForce, and more. Great conversation about the IT side of insurance to the business side. Lots of great advice on this episode! Vamsi Danturti: https://www.linkedin.com/in/vamsidanturti/ Vid...
Kerry Macca - PIR Ep. 535
Profiles in Risk - April 10, 2024 11:00 - 21 minutes ★★★★★ - 49 ratingsTony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons i...
Tanya Coburn, Queen Bee at Amplify Broker TechFest - PIR Ep. 534
Profiles in Risk - April 09, 2024 12:00 - 31 minutes ★★★★★ - 49 ratingsTony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th...
Raghav Tanna, Co-Founder and CEO at Tarmika - PIR Ep. 533
Profiles in Risk - April 08, 2024 11:00 - 45 minutes ★★★★★ - 49 ratingsTony chats with Raghav Tanna, Co-Founder and CEO at Tarmika. This is Raghav's first podcast appearance since the Applied acquisition. Tarmika is a small commercial rating platform designed to be an agency-facing tool that gets you multiple quotes from multiple carriers. Built over the course of ...
Jackson Fregeau, Co-Founder and CEO at Quandary - PIR Ep. 532
Profiles in Risk - April 03, 2024 12:00 - 28 minutes ★★★★★ - 49 ratingsTony chats with Jackson Fregeau, Co-Founder and CEO at Quandri. They are an automated and intelligence platform that helps agencies make better decisions and better revenue. Jackson Fregeau: https://www.linkedin.com/in/jackson-fregeau-073737158/ Quandri: https://www.quandri.io/ Video Version: ...
Uncovering Actionable Insights in Insurance with Sandip Chatterjee
IN-the-Know - April 03, 2024 07:00 - 23 minutesSandip Chatterjee is the Executive Vice President of Client Management & Innovation at MedRisk, leading the Account Management organization. He also leads the Product & Innovation for MedRisk where he is responsible for the creation of new solutions to drive improved experiences and outcomes for...
Jay Menna, CEO and Founder at Underwriters Technologies - PIR Ep. 531
Profiles in Risk - April 01, 2024 12:00 - 34 minutes ★★★★★ - 49 ratingsTony chats with Jay Menna, CEO and Founder at Underwriters Technologies. They are an online rate and issue platform for specialty programs that runs over 100 specialty programs over the last 20 years. There are 477 steps in the life of an insurance policy. Their software can configure all 477 st...
Dr. Claire Muselman - PIR Ep. 530
Profiles in Risk - March 27, 2024 11:00 - 57 minutes ★★★★★ - 49 ratingsIn this ridiculously fun and high-energy episode Tony chats with Dr. Claire Muselman, Behavioral Scientist | Dynamic Keynote Speaker | Influential Professor | COO | Inspiring Author | Empowering Leadership Coach, and so much more. Quite simply, don't miss this one! Dr. Claire: https://www.linke...
Daniel Metcalf, Co-Founder and President at CyberFin - PIR Ep. 529
Profiles in Risk - March 25, 2024 11:00 - 17 minutes ★★★★★ - 49 ratingsTony chats with Daniel Metcalf, Co-Founder and President at CyberFin. They offer cyber security as a service providing all-in-one cyber security to insurance agents AND their customers. If you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin i...
Waleed Zayid, Call Center to Director in 5 years! - PIR Ep. 528
Profiles in Risk - March 20, 2024 14:00 - 55 minutes ★★★★★ - 49 ratingsTony chats with incredible rockstar Waleed Zayid, an incredible rockstar that went from the sales call center at Geico to a Director in the same companies in record breaking time. Waleed's story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals...
Cultivating Leadership in Insurance with Michael Koscielny
IN-the-Know - March 20, 2024 07:00 - 31 minutesMichael Koscielny, MBA, CPCU, CIC, ARe, AIC, API, AIS, AINS, is chief executive officer and founder of Born2Lead, LLC. He has over 40 years of experience creating effective teams and innovative processes for underwriting and pricing for various insurance companies. He currently serves as Directo...
Skip Gilleland, Director of Product Development at DisburseCloud - PIR Ep. 527
Profiles in Risk - March 18, 2024 12:00 - 16 minutes ★★★★★ - 49 ratingsTony chats Skip Gilleland, Director of Product Development at DisburseCloud. They make payments as simply as sending an email to the received and let them choose which of many, many ways to actually get paid. Your claimants can even choose to get their claims payment TODAY at any CVS or Walmart....
Aaron Ammar, Co-Founder and CEO at Briteside - PIR Ep. 526
Profiles in Risk - March 11, 2024 12:00 - 34 minutes ★★★★★ - 49 ratingsTony chats with Aaron Ammar, Co-Founder and CEO at Briteside. They help independent agents and brokers by taking any insurance document, upload it into Briteside, and quite literally talk to it! What are the limits of my policy? Do you have a summary for me? Ask it potential claims scenario. Com...
Insurance as a Public Service with Rosa Royo
IN-the-Know - March 06, 2024 21:49 - 24 minutesRosa Royo is the Director of Worker’s Compensation and Loss Prevention at Miami-Dade County Public Schools. A graduate of Barry University, Ms. Royo has been a Risk Manager for over 30 years and has specialized in Worker’s Compensation for the last 20 years. She is employed by Miami-Dade County ...
Jane Wang, Co-Founder and CEO at Optimity - PIR Ep. 525
Profiles in Risk - March 04, 2024 13:00 - 41 minutes ★★★★★ - 49 ratingsTony chats with Jane Wang, Co-Founder and CEO at Optimity. They exist to help people live healthier and longer. A holistic approach to physical health, mental health, and financial wellness. Their platform has codified 30 years of behavior science and created a lot of ways to help people proacti...
Jeremy Keating, Co-Founder and Director at The Price Writer - PIR Ep. 524
Profiles in Risk - February 28, 2024 12:00 - 19 minutes ★★★★★ - 49 ratingsTony chats with Jeremy Keating, Co-Founder and Director at The Price Writer, a General Insurance (P&C) pricing services company. They work with leaders in GI pricing to solve their problems using The Price Writer 9 Step Method. A very interesting conversation about insurance pricing and the futu...
Megan Thomas, Owner at The Social Coverage Collective - PIR Ep. 523
Profiles in Risk - February 27, 2024 12:00 - 12 minutes ★★★★★ - 49 ratingsTony chats with Megan Thomas, Owner at The Social Coverage Collective, a done-for-you social media option for insurance agents to help them stand out online and be the go-to agent in their space. Megan Thomas: https://www.linkedin.com/in/meganethomas/ The Social Coverage Collective: https://www...
Jane Vevea - PIR Ep. 522
Profiles in Risk - February 26, 2024 12:00 - 39 minutes ★★★★★ - 49 ratingsTony chats with Jane Vevea about her career from life insurance to insurtech. Lots of lessons and advice for young insurance pros! Jane Vevea: https://www.linkedin.com/in/jane-vevea-clu/ Video Version: https://youtu.be/DIcOUG7DUlc Make More with Matt Heslin Explore strategies to thrive financia...
Connor Thomson - PIR Ep. 521
Profiles in Risk - February 23, 2024 13:00 - 29 minutes ★★★★★ - 49 ratingsTony chats with Connor Thomson, generational speaker for the CPCU class of 2023 and law student. We chat about why insurance, and especially claims is an awesome career, and why he did CPCU and chose to go to law school. Connor Thomson: https://www.linkedin.com/in/sam-michaels-7aa350172 Video ...
Torey Maerz, CEO at ClientCircle by Rocket Referrals - PIR Ep. 520
Profiles in Risk - February 21, 2024 14:00 - 16 minutes ★★★★★ - 49 ratingsTony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They no...
NAAIA and Diversifying the Insurance Industry with Omari Aarons-Martin
IN-the-Know - February 21, 2024 08:00 - 33 minutesOmari Aarons-Martin is the Executive Director and Chief Operating Officer of the National African American Insurance Association, a 2,100-member 501c6 organization that works to diversify the insurance industry and provides professional development programming to its members. A champion of workp...
Charles Morgan, Co-Founder at ScreeCred - PIR Ep. 519
Profiles in Risk - February 20, 2024 12:00 - 22 minutes ★★★★★ - 49 ratingsCharles Morgan, Co-Founder at ScreeCred. They are working to create additional pathways for marginalized communities to gain access to credit, by tracking and reporting their auto insurance premium. People of color pay roughly 70% to 80% more for auto insurance premiums due to their credit score...
Raution Jaiswal, CEO at InsuredMine - PIR Ep. 518
Profiles in Risk - February 19, 2024 12:00 - 27 minutes ★★★★★ - 49 ratingsTony chats with Raution Jaiswal, CEO at InsuredMine. They are an insurance specific CRM marketing automation platform designed for independent insurance agencies. It helps agencies manage their entire customer journey from capturing the lead, nurture those leads, push it through the sales funnel...
Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence - PIR Ep. 517 Final
Profiles in Risk - February 16, 2024 13:00 - 29 minutes ★★★★★ - 49 ratingsTony chats with Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence. They specialize in helping small service businesses find the shortest path to profits from wherever they are right now. Ruth Danielson: https://www.linkedin.com/in/ruthdanielson/ Mulberry Street Market ...
Mike Eagan, Executive Director at The Independence Hub - PIR Ep. 516
Profiles in Risk - February 15, 2024 13:00 - 25 minutes ★★★★★ - 49 ratingsTony chats with Mike Eagan, Executive Director at The Independence Hub, a non-profit that helps neurodivergent adults in the insurance industry through awareness, jobs, and advocacy. 20% of the population is neurodiverse. There are areas of insurance that can really benefit from better engaging ...
Tim Hardcastle, CEO and Co-Founder at Instanda - PIR Ep. 515
Profiles in Risk - February 14, 2024 12:00 - 14 minutes ★★★★★ - 49 ratingsRecorded live at ITC 2023, I chat with Tim Hardcastle, CEO and Co-Founder at Instanda. First he interviews me, then we chat about Instanda, and then I do a little magic for him. For a deeper dive into Instanda they also appeared on PIR Ep. 269: https://www.youtube.com/watch?v=0FbFH1rts-c Video...
Related Cpcu Topics
- Insurance 5
- The 4
- Designation 4
- Arm 4
- Institutes 3
- Aicpcu 2
- Ethics 2
- Risk 2
- 556 2