Latest Surpluslinestaxfilings Podcast Episodes
Ep. 288: Mick Hunt: Are You Running A Business Or A Side Hustle
Spot On Insurance - September 27, 2022 06:00 - 41 minutes ★★★★★ - 56 ratingsApple 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 exp...
Ep. 287: Ryan Sachtjen: Threeflow: The 1st Benefits Placement System
Spot On Insurance - September 20, 2022 06:00 - 42 minutes ★★★★★ - 56 ratingsApple 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...
Ep. 286: Michael Zalle: Using the Gig Economy to Reduce Risk & Save Money
Spot On Insurance - September 13, 2022 06:00 - 46 minutes ★★★★★ - 56 ratingsApple 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 e...
Ep. 285: Chris Senkbile: A Policyholder Focused Platform
Spot On Insurance - September 06, 2022 06:00 - 49 minutes ★★★★★ - 56 ratingsApple 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 renewa...
Ep. 284: Jamie Peers: Creating Order from Chaos
Spot On Insurance - August 30, 2022 06:00 - 36 minutes ★★★★★ - 56 ratingsApple 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 co...
Ep. 283: William Gammon: 3 Cornerstones of a Successful Business
Spot On Insurance - August 23, 2022 06:00 - 32 minutes ★★★★★ - 56 ratingsApple 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 he...
Ep. 282: Jeff Radke: The Insurtech Revolution: DOA or just getting started?
Spot On Insurance - August 15, 2022 06:00 - 45 minutes ★★★★★ - 56 ratingsApple 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 pr...
Ep. 281: Ty Harris: A Streamlined, Digital Approach for Home Insurance
Spot On Insurance - August 09, 2022 06:00 - 37 minutes ★★★★★ - 56 ratingsApple 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. Be...
Ep. 280: James Benham: How AI is Radically Changing the Future of Insurance
Spot On Insurance - August 02, 2022 06:00 - 45 minutes ★★★★★ - 56 ratingsApple 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 SmartComp...
Ep. 279: William Herkelrath: How Blockchain is Transforming Insurance
Spot On Insurance - July 26, 2022 06:00 - 44 minutes ★★★★★ - 56 ratingsApple 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 ...
Ep. 278: Teri Berschneider: 1 Stop Filing Solution for Governmental Data Exchange
Spot On Insurance - July 19, 2022 06:00 - 33 minutes ★★★★★ - 56 ratingsApple 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...
Ep. 277: Patrick Zerarka: Sales Workflow Efficiency to Scale Revenue
Spot On Insurance - July 12, 2022 06:00 - 41 minutes ★★★★★ - 56 ratingsApple 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 asp...
Ep. 276: Joshua Rogove: How to Make Money with a Wrap-up
Spot On Insurance - July 05, 2022 06:00 - 39 minutes ★★★★★ - 56 ratingsApple 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...
Ep. 275: Simon Severino: 3 Levers to Double Revenue
Spot On Insurance - June 28, 2022 07:00 - 37 minutes ★★★★★ - 56 ratingsSimon 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 Strateg...
Ep. 274: Jeff Harris: Digitizing Your Submission Process
Spot On Insurance - June 21, 2022 06:00 - 45 minutes ★★★★★ - 56 ratingsApple 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 ap...
Ep. 273: Philip Charles-Pierre: Commercial Quoting for Today’s Agent
Spot On Insurance - June 14, 2022 06:00 - 31 minutes ★★★★★ - 56 ratingsApple 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 insura...
Ep. 272: Manish Bhatt: Online Ease with Advisor Expertise
Spot On Insurance - June 07, 2022 06:00 - 29 minutes ★★★★★ - 56 ratingsApple 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 advi...
Ep. 271: Stacey Giulianti: How One Carrier Succeeds in the Florida Market
Spot On Insurance - May 31, 2022 06:00 - 42 minutes ★★★★★ - 56 ratingsApple 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 networ...
Ep. 270: Jason Keck: Simplify Insurance Submissions For Your Clients
Spot On Insurance - May 24, 2022 07:00 - 35 minutes ★★★★★ - 56 ratingsApple 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 administ...
Ep. 269: Natasha Hansen: Injecting Joy & Humor into Your Work Life
Spot On Insurance - May 17, 2022 07:00 - 43 minutes ★★★★★ - 56 ratingsNatasha 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 sh...
Ep. 268: Andy Yeoman: Using big data & AI to Improve Loss Ratios
Spot On Insurance - May 10, 2022 07:00 - 34 minutes ★★★★★ - 56 ratingsAndrew 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 pred...
Ep. 267: Tony Steuer: How’s Your Financial Wellness?
Spot On Insurance - May 03, 2022 06:30 - 24 minutes ★★★★★ - 56 ratingsApple 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 po...
Ep. 266: Hadi Radwan: Income Protection for All
Spot On Insurance - April 26, 2022 06:00 - 40 minutes ★★★★★ - 56 ratingsApple 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 e...
Ep. 265: Rao Tadepalli: Using Big Data, IoT & Blockchain in Your Digital Transformation
Spot On Insurance - April 19, 2022 06:00 - 43 minutes ★★★★★ - 56 ratingsApple 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...
Ep. 264: Alan Ringvald: The Importance of Accurate Industry Classification
Spot On Insurance - April 12, 2022 06:00 - 43 minutes ★★★★★ - 56 ratingsApple 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. Befo...
Ep. 263: Brett Ashley McKenzie: Opening the C-Suite to Women
Spot On Insurance - April 05, 2022 06:00 - 1 hour ★★★★★ - 56 ratingsBrett 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,...
Ep. 262: Rudi Steyn: How to Successfully Implement a Service Oriented Architecture
Spot On Insurance - March 29, 2022 06:30 - 44 minutes ★★★★★ - 56 ratingsRudi 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 an...
EP. 261: Megan North: Hidden Liabilities Affiliated with Cyber Crime
Spot On Insurance - March 22, 2022 06:00 - 45 minutes ★★★★★ - 56 ratingsMegan 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'...
Ep. 260: Ian Schnoor: Strategic Planning & the Role of Financial Modeling
Spot On Insurance - March 15, 2022 06:00 - 47 minutes ★★★★★ - 56 ratingsApple 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 ex...
Ep. 259: Jonathan Matus: Zendrive: Auto Insurance Reimagined
Spot On Insurance - March 08, 2022 07:30 - 52 minutes ★★★★★ - 56 ratingsApple 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...
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