Latest Surpluslinestaxfilings Podcast Episodes
Ep. 258: Natassia Matin: The Epidemic of Ghosting in the Hiring Process
Spot On Insurance - March 01, 2022 07:30 - 48 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Natassia Matin is the Founder and CEO of Digital Talent Sherpas, a recruiting firm that helps insurance companies find the right talent for their current and long-term goals. They have a pool of commercial wholesale insurance brokers, account executive...
Ep. 257: Luis Pino: Increasing Agencies’ Revenue with Intuitive Software
Spot On Insurance - February 22, 2022 07:30 - 41 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Luis Pino is the CEO & Founder at Agentero, a company that seeks to empower independent insurance agents with their intelligent and intuitive insurance ecosystem and tools. Luis founded Agentero with the intent of supercharging agents with technology, ...
Ep. 256: Judith Pila: Insurance Education & Awareness in Africa
Spot On Insurance - February 15, 2022 07:30 - 38 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Judith Pila is an insurance expert, insurance blog writer, and the founder of Insure Africa. Insure Africa is a Nigerian company driving insurance inclusion through literacy, education and awareness across Africa. As the founder, Judith is in charge of...
Ep. 255: Jane Wang: Optimity: The App to Improve Your Health & Financial Wellness
Spot On Insurance - February 08, 2022 07:00 - 35 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Jane Wang is the CEO of Optimity, an insurtech company that aims to enrich its clients’ health and wealth knowledge through evidence-based behavioral science and gamification. The Optimity app uses micro-learning quizzes that make learning a fun and en...
Ep. 254: Timothy Partasevitch: In need of a Project Rescue
Spot On Insurance - February 01, 2022 07:00 - 35 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Timothy Partasevitch is the Chief Growth Officer at SMART IT, a custom software and web development company in Minsk, Belarus. The company provides highly customized services tailored for every client, including application development and product engi...
Ep. 253: Aaron Mikulsky: Love 2 Lead
Spot On Insurance - January 25, 2022 07:30 - 52 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Aaron Mikulsky is the CEO of Love 2 Lead Consulting Services, a business that supports industry leaders in being more effective in their roles while having a more fulfilling career. He is the author of the book L.O.V.E. 2 Lead: A Journey of Self-Reflec...
Ep. 252: John Bachmann: Client Retention Starts with Claims Experience
Spot On Insurance - January 18, 2022 07:00 - 43 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn SOI252 - Client Retention Starts with Claims Experience John Bachmann is the Vice President of Client Relations at Norwood Insurance Agency, a full-service independent insurance agency serving individuals, families, and businesses since 1868. John’s ...
Ep. 251: Rahim Rajpar: Enhancing Advisors' Digital Experiences
Spot On Insurance - January 11, 2022 07:30 - 46 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Rahim Rajpar is the CMO & Co-Founder of Plum Life, a company that provides insurance advisors with an innovative platform fitted with tools and other resources to simplify the process of selling insurance. The platform seamlessly integrates everything ...
Ep. 250: Henry Daas: What's Your Financial Intelligence?
Spot On Insurance - January 04, 2022 07:30 - 1 hour ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Henry Daas is a Personal Finance Coach, Realtor, and Serial Entrepreneur. He is the author of the book FQ: Financial Intelligence, where he writes about every aspect of managing your personal finances and shares over 40 years of investing and spending ...
Ep. 249: Michael Mensch & Brenda Sali: Why Use An M&A Advisor When Selling
Spot On Insurance - December 28, 2021 07:30 - 57 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Michael Mensch is the President of Agency Brokerage Consultants, an experienced consulting firm that provides service to those looking to acquire or sell insurance agencies across the United States. Their services include agency market valuations, M&A ...
Ep. 248: Matt Essick: Using Operational Sales Data to Gain Customer Insight
Spot On Insurance - December 21, 2021 07:00 - 38 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Matt Essick is the Chief Marketing Officer at Ensight, a tech company that offers SaaS-based sales acceleration solutions that allow the selling of annuities and insurance to be more profitable, more straightforward, and visually appealing. As CMO, Mat...
Ep. 247: Brad Ruben: Agency Benefits of IT Managed Services
Spot On Insurance - December 14, 2021 07:00 - 51 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Brad Ruben is the President of Archway Computer, an IT service provider that explicitly markets to insurance agencies. They offer services that streamline and automate your agency’s everyday tasks and provide solutions against cybersecurity threats. Br...
Ep. 246: Deborah “Deb” Smallwood: Strategy Meets Action
Spot On Insurance - December 07, 2021 07:00 - 47 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Deborah “Deb” Smallwood is the Founder and Senior Partner at Strategy Meets Action (SMA), a ReSourcePro company. SMA is a strategic advisory business that provides consultation services, market research, and solutions to help clients make informed deci...
Ep. 245: Rob Stansbury: The New Employment Landscape: Using Workplace Safety to Retain & Recruit
Spot On Insurance - November 30, 2021 07:00 - 42 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Rob Stansbury is the Director of Sales at KPA, a company that provides solutions that help identify, fix, and reduce workplace safety and compliance issues. His responsibilities as Director include helping insurance brokers grow and retain their insure...
Ep. 244: Jim Schubert: The Impact of Defining an Organization’s Core Values
Spot On Insurance - November 23, 2021 07:00 - 55 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Jim Schubert is the CEO of Southern States Insurance, an independent insurance agency serving those in the Georgia and Florida region. He is the creator of Agents Growth Academy and host of the Agents Growth Academy podcast. The Agents Growth Academy i...
Ep. 243: Tim Metzner: Agents! Meet a Simplified Tool For the Rise of Small Businesses
Spot On Insurance - November 16, 2021 07:00 - 47 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Tim Metzner is the Co-Founder and Chief Strategy Officer of Coterie, a company that promises to help insurance agents quote and issue policies in minutes. They have a tech-based approach to business insurance that utilizes data-driven automation which ...
Ep. 242: Bill Conners and Woody Klemmer: Predict Intent Using Digital Body Language
Spot On Insurance - November 09, 2021 07:00 - 37 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Bill Conners is the CEO of ForMotiv, a company that provides tools capable of delivering real-time user intent scoring by analyzing a customer’s digital behavior when they engage with online applications and forms. As CEO, Bill specializes in sales, ma...
Ep. 241: Sanjeev Kumar Chaudhry and Kevin May: Using a Distributed Ledger Platform for Subrogation
Spot On Insurance - November 02, 2021 06:00 - 49 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Sanjeev Kumar Chaudhry is the Founder & CEO of Gigaforce, a company that provides a SaaS-based platform focused on expediting subrogation, salvage processing, and recovery for insurance. Sanjeev has over 30 years of entrepreneurial and advising/mentori...
Ep. 240: Stephen Bennett: Climate-resilient Risk Management
Spot On Insurance - October 26, 2021 06:00 - 1 hour ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Stephen Bennett is the Co-Founder of The Demex Group, a company that has built an ecosystem that integrates cash flow modeling and weather data to protect businesses from long-term risks brought about by climate change. Stephen has over 25 years of exp...
Ep. 239: Colby Tunick: The Underutilization of Data
Spot On Insurance - October 19, 2021 06:00 - 49 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Colby Tunick is the CEO and Founder of ReFocus AI, an enterprise sales platform for insurance professionals powered by artificial intelligence. ReFocus AI provides solutions that boost sales by using machine learning to analyze and understand data bett...
Ep. 238: Ursula Merten: Data: The Lifeline for Business
Spot On Insurance - October 12, 2021 06:00 - 57 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Ursula Merten is the Director of Insurance Strategy & Information at omni:us, a company that utilizes AI for cognitive claims management. As Director, she helps property and casualty insurance companies better understand the data they receive from clie...
Ep. 237: Lindsay Corran: Leveraging Social Media in a Traditional Industry
Spot On Insurance - October 05, 2021 11:07 - 51 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Lindsay Corran is the Creative Director at GeoVera, an insurance company that markets to catastrophe-exposed properties and areas focusing on earthquakes. As Creative Director, Lindsay is tasked to align creative vision with their company’s business st...
Ep. 236: Dustyne Bryant: Make the Most of Your CEs
Spot On Insurance - September 28, 2021 06:00 - 1 hour ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Dustyne Bryant is an independent insurance agent advocate and licensed insurance agent. She is the Personal Lines Academic Director for The National Alliance for Insurance Education & Research, one of the country’s best sources of continuing education ...
Ep. 235: Erik Mitisek: Highwing: Go Faster, Go Further
Spot On Insurance - September 21, 2021 06:30 - 47 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Erik Mitisek is the CEO of Highwing, the first open data platform for commercial insurance. They provide brokers new and innovative tools that can improve the process while enhancing the customer experience. Erik is also the host of the Zoom Into Insur...
Ep. 234: Kenny Urbania: The Agency Cluster: The Benefits of Joining an Alliance
Spot On Insurance - September 14, 2021 06:30 - 27 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Kenny Urbania is the CEO of The Agency Collective, a company that helps various insurance agents become new independent agencies. Their services include access to educational tools, lead conversion training, and customer retention strategies. Kenny has...
Ep. 233: John Wales: Writing & Binding in Under 5 Minutes
Spot On Insurance - September 07, 2021 06:30 - 40 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn John Wales is the General Manager of CoverWallet for Agents, a product offered by CoverWallet. CoverWallet is the easiest way for a business to manage, buy, and understand commercial insurance. John has over 20 years of experience in the financial and ...
Ep. 232: Nestor Solari: Insurance Opportunities in Underserved Communities
Spot On Insurance - August 31, 2021 06:00 - 46 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Nestor Solari is the Co-Founder and CEO of Sigo Seguros, an inclusive car insurance provider that primarily serves immigrants and other working-class populations who can’t purchase traditional auto insurance. The company seeks to extend a helping hand ...
Ep. 231: Russ Krajec: Patents: Lessons in Strategies & Financing
Spot On Insurance - August 24, 2021 06:00 - 48 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn SOI231 - Patents: Lessons in Strategies & Financing Russ Krajec is the CEO of BlueIron, a company that gives startups and small businesses the financing they need for anything patent-related. The goal is to help their clients enforce their intellect...
Ep. 230: Daven Michaels: Scale Your Company by Outsourcing
Spot On Insurance - August 17, 2021 06:00 - 53 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Daven Michaels is the CEO of 123Employee, a world leader in business outsourcing that provides small and large companies with virtual assistants from the Philippines. Their virtual assistants are trained to be the best in social media, internet marketi...
Ep. 229: Dennis Logan Jr: Magnify The Fine Print in Your Cyber Policy:
Spot On Insurance - August 10, 2021 06:00 - 59 minutes ★★★★★ - 56 ratingsApple Podcasts Rate and Review for SpotOn Dennis Logan Jr. is Cyber Safety Architects’ Chief Architect. Cyber Safety Architects (CSA) is an independent cyber insurance agency. Just as their name implies, Dennis and his team specialize in cybersecurity and cyber coverage. They don’t just offer ...
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