Latest Cpcu Podcast Episodes
RISE Leadership Summit and Award Gala 2024
Profiles in Risk - May 21, 2024 12:00 - 3 minutes ★★★★★ - 49 ratingsVideo Version: https://youtu.be/bFG0dRsPHJo If you're a young hashtag#insurance professional looking to grow your career or a hiring manager trying to recruit and retain the best young talent you absolutely should join us at RISE Professionals's 2024 Leadership Summit & Awards Gala! Use Discoun...
Martha Dreilling, Co-Founder and COO at Reserv PIR Ep. 545
Profiles in Risk - May 20, 2024 11:00 - 24 minutes ★★★★★ - 49 ratingsTony chats with Martha Dreilling, Co-Founder and COO at Reserv, a digitally native TPA that is rebuilding the model using best-in-class technology to aid the adjusters and marrying that with the very best adjusting talent to deliver the very best service. Martha Dreilling: https://www.linkedin....
Litigative Problem-Solving in the Insurance Industry with Matthew Swafford
IN-the-Know - May 15, 2024 13:20 - 25 minutesMatt Swafford is Senior Litigation Counsel at Shelter Insurance Companies, where he manages litigation across the United States for Shelter and affiliated companies and provides general counsel to Shelter’s claims branches. He practiced law in Kentucky for over ten years with a focus on insuranc...
Litigative Problem-solving in the Insurance Industry with Matthew Swafford
IN-the-Know - May 15, 2024 13:20 - 25 minutesMatt Swafford is Senior Litigation Counsel at Shelter Insurance Companies, where he manages litigation across the United States for Shelter and affiliated companies and provides general counsel to Shelter’s claims branches. He practiced law in Kentucky for over ten years with a focus on insuranc...
Tiana Schowe, COO & Co-Founder at meshVI - PIR Ep. 544
Profiles in Risk - May 15, 2024 13:00 - 27 minutes ★★★★★ - 49 ratingsTony chats with Tiana Showe, COO & Co-Founder at meshVI, they are a transportation insurance administration platform. They take all the manual processes that exist in transportation insurance: vehicle schedules, driver schedules, and much more in a single platform that's accessible by insureds, ...
Valkyrie Holmes Co-Founder and CEO at Faura - PIR Ep. 543
Profiles in Risk - May 13, 2024 12:00 - 25 minutes ★★★★★ - 49 ratingsTony chats with Valkyrie Holmes Co-Founder and CEO at Faura, they help homeowners understand how likely their home is to survive a natural disaster after a 10 minute app-based assessment. A dollar of mitigation can prevent $4 to $7 in avoided future losses. Valkyrie Holmes: https://www.linkedin...
Chantal Roberts, CPCU - Author of "Once Upon a Claim" - PIR Ep. 542
Profiles in Risk - May 09, 2024 12:00 - 50 minutes ★★★★★ - 49 ratingsTony chats with Chantal Roberts, long-time insurance professional, fellow CPCU, and author of the new book "Once Upon a Claim". A wonderful, uplifting conversation you should not miss! Chantal Roberts: https://www.linkedin.com/in/chantal-roberts-cmrconsulting/ Once Upon a Claim: https://amzn.to...
Gage Caligaris, Founder and CEO at Ledgebrook - PIR Ep. 541
Profiles in Risk - May 06, 2024 12:00 - 32 minutes ★★★★★ - 49 ratingsTony chats with Gage Caligaris, Founder and CEO at Ledgebrook, a tech-enabled E&S MGA. Using data and insurance expertise to improve E&S. Taking the best of modern technology and the best of insurance people and combining that into a compelling offering for the brokers that set you up with faste...
Why Managed Care Matters with Joe Paduda
IN-the-Know - May 01, 2024 16:00 - 22 minutesJoe Paduda is the principal of Health Strategy Associates and the author of the thought-provoking Managed Care Matters blog. He is also the president of CompPharma, LLC, a research and consulting firm dedicated to improving pharmacy programs in workers’ compensation. In 2012, Joe received IAIABC...
Vivek Kaliraman, Founder at Perci - PIR Ep. 540
Profiles in Risk - May 01, 2024 12:00 - 24 minutes ★★★★★ - 49 ratingsTony chats with Vivek Kaliraman, Founder at Perci, they are an all-in-one disaster preparedness solution to help consumers protect their family and their home. It can also be offered as an employee benefit. Almost two thirds of people are not prepared for disasters! Vivek Kaliraman: https://www...
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 - 57 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 - 30 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 - 56 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...
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