Profiles in Risk
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599 episodes
Tony 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 steps. Very interesting conversation about the specialty side! Jay Menna: https://www.linkedin.com/in/jaymenna/ Underwiter Technologies: https://www.undtec.com/ Video Version: https://youtu.be/gbGdpsrhsX8
In 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, dont miss this one! Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/ Dr. Claires ridic awesome website: https://www.drclairemuselman.com/ Video version: https://youtu.be/tanctO5UWNI BUSINESS BEYOND BORDERS: IMPACTFUL INSIGHTS FOR ACCOUNTANTS https://feed.podbean.com/businessbeyondborders/feed.xml Empowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights! Listen on: Apple Podcasts https://podcasts.apple.com/us/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Spotify https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c74977aacfcc49b2
Tony 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 youve been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer! Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf/ CyberFin: https://cyberfin.net/ Video Version: https://youtu.be/r2TnXGCBEtI
Tony 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. Waleeds story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals. This is a must watch episode! Waleed Sayid: https://www.linkedin.com/in/waleed-zayid/ Video Version: https://youtu.be/mpUWPMpcDuo BUSINESS BEYOND BORDERS: IMPACTFUL INSIGHTS FOR ACCOUNTANTS https://feed.podbean.com/businessbeyondborders/feed.xml Empowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights! Listen on: Apple Podcasts https://podcasts.apple.com/us/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Spotify https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c74977aacfcc49b2
Tony 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. Skip Gilleland: https://www.linkedin.com/in/skipgilleland/ DisburseCloud: https://www.tranzpay.io/ Video Version: https://youtu.be/vhuai-S13qI
Tony 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. Compare two policies side by side. This is AMAZING! Dont miss this one! Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/ Briteside: https://www.brightsideai.com/ Video Version: https://youtu.be/fnsrDQ-E51c BUSINESS BEYOND BORDERS: IMPACTFUL INSIGHTS FOR ACCOUNTANTS https://feed.podbean.com/businessbeyondborders/feed.xml Empowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights! Listen on: Apple Podcasts https://podcasts.apple.com/us/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Spotify https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c74977aacfcc49b2
Tony 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 proactively improve all these important things. Jane Wang: https://www.linkedin.com/in/janejwang/ Optimity: https://www.myoptimity.com/ Video Version: https://youtu.be/Hm_y348PaMw BUSINESS BEYOND BORDERS: IMPACTFUL INSIGHTS FOR ACCOUNTANTS https://feed.podbean.com/businessbeyondborders/feed.xml Empowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights! Listen on: Apple Podcasts https://podcasts.apple.com/us/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Spotify https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c74977aacfcc49b2
Tony 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 future of pricing. Jeremy Keating: https://www.linkedin.com/in/jeremy-keating/ The Price Writer: https://www.thepricewriter.com/ Video Version: https://youtu.be/K9Wnp-MnVEs
Tony 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.socialcoveragecollective.com/
Tony 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 BUSINESS BEYOND BORDERS: IMPACTFUL INSIGHTS FOR ACCOUNTANTS https://feed.podbean.com/businessbeyondborders/feed.xml Empowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights! Listen on: Apple Podcasts https://podcasts.apple.com/us/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474 Spotify https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c74977aacfcc49b2 ALL BUSINESS. NO BOUNDARIES. https://www.buzzsprout.com/979744 Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL... Listen on: Apple Podcasts https://podcasts.apple.com/podcast/id1513982650 Spotify https://open.spotify.com/show/3AljtHIvLsTyhiVDD4Ja2W
Tony 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 Version: https://youtu.be/_LgBvM7nALc PRACTICE PARTNERSHIP: MONETIZING YOUR DENTAL PRACTICE https://largepracticesales.com * Doctors – are you interested in building long-term wealth and continuing on as an... Listen on: Apple Podcasts https://podcasts.apple.com/podcast/id1693386505 Spotify https://open.spotify.com/show/1HKaDB7aBRxKSYVxh5FK0c
Tony 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 now also do automated communications, websites, web chat, text messaging, and so much more. Torey Maerz: https://www.linkedin.com/in/toreym/ ClientCircle: https://www.clientcircle.com/ Prior appearance on PIR Ep. 249: https://www.youtube.com/watch?v=orWnvJBFYfg Video version of this episode: https://youtu.be/ybgCQsG3ai0
Charles 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 scores. Reporting proper payment of premium and having it positively affect credit scores could be huge difference maker for marginalized communities. Charles Morgan: https://www.linkedin.com/in/charles-morgan-ab61a370/ ScreeCred: https://www.screecred.com/ Video Version: https://youtu.be/OiLV2Q6ilUA
Tony 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, quote, bind, and sync it with your AMS. It also helps with onboarding, servicing, renewal, and even win back on clients lost during the process. Raution Jaiswal: https://www.linkedin.com/in/raution/ InsuredMine: https://www.insuredmine.com
Tony 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 Intelligence: https://www.msmarketintel.com/ Video Version: https://youtu.be/mC0W53Ye2qg
Tony 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 neurodiverse populations who, with only slight accommodations, can become incredible performers. Mike Eagan: https://www.linkedin.com/in/mike-eagan-2636647/ The Independence Hub: https://theindependencehub.org/ Video Version: https://youtu.be/4lT-1wAIxFQ
Recorded 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 Version: https://youtu.be/iSJVkxEQMRg
Tony chats with long-time attorney and claims professional Dale Sherman about his career and advice to young insurance professionals. Dale Sherman: https://www.linkedin.com/in/dale-sherman/ Video Version: https://youtu.be/ZJjSlqM9Ae0
Tony chats with Akil Balachandran, Founder at BlueMind.App. They are a digital assistant companion for financial advisors, enabling them to do better in front of clients. Everything an advisor needs at a glance on one elegant platform. Akil Balachandran: https://www.linkedin.com/in/akilbluemind/ BlueMind: https://BlueMind.app Video Version: https://youtu.be/NYI2vGnqBa8
Matthew Kay, COO and Mike Deleo, CEO at Talem AI. They are focused on modernizing Auto Insurance by using AI to understand crash photos and provide real-time insights on speed, severity, injuries that occupants might have, and additional information like how long they will take to recover. Basically theyre bringing technology into the Bodily Injury space to improve and streamline claimant outcomes. This is a really cool episode! Matthew Kay: https://www.linkedin.com/in/matt-kay-3613028a/ Mike DeLeo: https://www.linkedin.com/in/michael-deleo-1184041a7/ Video Version: https://youtu.be/YISDC0Raa-c
Tony chats with Trace Meek, Founder and CEO at Fetch! They are an underwriting filter machine that has digested the guidelines for many homeowners carriers and the system will quickly tell you which carrier will write the risk. Trace Meek: https://www.linkedin.com/in/trace-meek-trs-0a306411/ Fetch! : https://fetchuw.com/ Video Version: https://youtu.be/pFb9hFEd7TE
Tony chats with Ross Huart, CEO at EcoClaim. They are a training and certification body that uses a variety of technology and software solutions to help insurers prepares for their road to net zero carbon footprint. First theyre focusing on the property claims process where traditionally very little thought is given to how damaged materials are disposed of. Their first product EcoDivert trains restoration contractors to divert waste. Ross Huart: https://www.linkedin.com/in/ross-huartt/ EcoClaim: https://ecoclaim.ca/ Video Version: https://youtu.be/Y8zTGNvNp8o
Tony chats with Chris Schrenk, Chief Underwriting Officer at NeuralMetrics. They were created to solve a lot of questions when it comes to small business insurance how to really know some of the important underwriting attributes of any specific small business. They help classify the business correctly and can quickly find a lot of the important risk attributes of each small risk to help the underwriter quickly reach a proper decision. Chris Schrenk: https://www.linkedin.com/in/chris-schrenk-b50a439/ NeuralMetrics: https://www.neuralmetrics.ai Video Version: https://youtu.be/k_I2DjMRImc
Mental health is crucially important to your wellbeing and career. Yet, before 2020 we basically never talked about Mental Health in the corporate world, it was a taboo. Luckily things have changed. In 2022, Tony happened to see 3 sessions at insurance conferences about mental health including a fantastic panel at AppliedNet. In todays episode two of the panelists come on Profiles in Risk, to talk about their Mental Health journeys. Ryan Deeds: https://www.linkedin.com/in/ryancdeeds/ Brenden Corr: https://www.linkedin.com/in/brenden-corr-75a17013/ Video Version: https://youtu.be/yGYLdtPRwxk
Tony chats with Sheldon Ohringer about the Global Insurance Accelerator and his new operation "How to Buy your 1st Business". Sheldon Ohringer: https://www.linkedin.com/in/sheldon-s-ohringer-3985565/ Video Version: https://youtu.be/hmawpfaNhT4
Tony chats with Michael Vervena, VP of Sales and Marketing at iGuide, a property documentation company offers a camera system that uses lidar measurement technology with 360 panoramic images to document the built world. It measures and creates digital twins of interior spaces, which can be incredibly useful for property claims. Michael Vervena: https://www.linkedin.com/in/michaelvervenasalesmarketing/ Guide: https://goiguide.com/
Tony chats with Gary Davis, National Practice Leader at Noyo. Noyo is building the digital infrastructure to bring health insurance enrollment into the modern era. Noyo replaces today’s manual data entry and cumbersome legacy systems with a powerful API platform that enables faster, more accurate data exchange between health insurance platforms and their carrier partners. Gary Davis: https://www.linkedin.com/in/gary-davis-1716a2a/ Noyo: https://noyo.com/ Video Version: https://youtu.be/B7P0AH3GOmg
Tony chats with Chris Cline, Author of The Inertia of Legacy, about his career, book, and many different aspects of the insurance industry. A fascinating conversation between two guys with a passion for insurance and growth. Chris Cline: https://www.linkedin.com/in/chris-cline-0195121b/ The Inertia of Legacy: https://www.amazon.com/Inertia-Legacy-Newtons-Transformative-Managing/ Video Version: https://youtu.be/PwA55i40sEY
Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entrys into the US market through the merger with Broker Buddha and why theres great synergy between the two companies. Jason Keck: https://www.linkedin.com/in/jasonkeck/ Hayden Parra: https://www.linkedin.com/in/hayden-parra-83b413a2/ Broker Buddha: https://www.brokerbuddha.com/ Acturis: https://www.acturis.com/ Jasons prior appearances: https://www.youtube.com/watch?v=nfP8X-IlImM https://youtu.be/gzk0CLygPxY?si=t0HeY6KUt0Jxd3io
Tony chats with Peter Dawson of the 831B Institute. Section 831(B) section was setup by Congress in 1986 to provide an insurance solution for small business owners to procure insurance thats not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives 831(B) Institute: https://www.831binstitute.org/ Video Version: https://youtu.be/dLREptpPnlg
