The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!
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This blog delivers a complete selection of all podcasts produced for the American Institute for CPCU and the Insurance Institute of America, on the web at http://www.aicpcu.org
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This blog delivers the Ethics Podcasts of the American Institute for CPCU and the Insurance Institute of America, on the web at http://www.aicpcu.org
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Cory Schmidt, CTO & Co-Founder at AgencyBloc - PIR Ep. 537
20:59
20:59
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Tony 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 Schmidt: https://www.linkedin.com/in/coryschmidt/ Agen…
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Vamsi Danturti, Insurance Digital Strategist - PIR Ep. 536
27:01
27:01
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Tony 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/ Video Version: https://youtu.be/iqxJGingPhQ…
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Tony 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 in a fascinating insurance career. Kerry Macca: https:/…
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Tanya Coburn, Queen Bee at Amplify Broker TechFest - PIR Ep. 534
30:13
30:13
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Tony 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. Tanya Coburn: https://www.linkedin.com/in/tanyacobur…
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Raghav Tanna, Co-Founder and CEO at Tarmika - PIR Ep. 533
44:25
44:25
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Tony 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 five years before being acquired by Applied. Tarmika's…
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Jackson Fregeau, Co-Founder and CEO at Quandary - PIR Ep. 532
27:28
27:28
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27:28
Tony 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: https://youtu.be/wJpCSBrdgtU…
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Jay Menna, CEO and Founder at Underwriters Technologies - PIR Ep. 531
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33:39
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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…
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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, don't miss this one! Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/ Dr. Claire's ridic aweso…
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Daniel Metcalf, Co-Founder and President at CyberFin - PIR Ep. 529
17:05
17:05
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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 you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer! Daniel Metcalf: https://www.linkedin.com…
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Waleed Zayid, Call Center to Director in 5 years! - PIR Ep. 528
54:51
54:51
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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. Waleed's 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://…
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Skip Gilleland, Director of Product Development at DisburseCloud - PIR Ep. 527
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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/skipgille…
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Aaron Ammar, Co-Founder and CEO at Briteside - PIR Ep. 526
33:22
33:22
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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! Don't…
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Jane Wang, Co-Founder and CEO at Optimity - PIR Ep. 525
40:24
40:24
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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: ht…
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Jeremy Keating, Co-Founder and Director at The Price Writer - PIR Ep. 524
19:48
19:48
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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.co…
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Megan Thomas, Owner at The Social Coverage Collective - PIR Ep. 523
12:59
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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/…
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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/DIcOUG7DUlcBy Insurance Nerds
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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…
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Torey Maerz, CEO at ClientCircle by Rocket Referrals - PIR Ep. 520
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16:17
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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…
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Charles Morgan, Co-Founder at ScreeCred - PIR Ep. 519
22:30
22:30
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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 p…
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Raution Jaiswal, CEO at InsuredMine - PIR Ep. 518
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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 help…
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Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence - PIR Ep. 517 Final
29:07
29:07
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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 Vers…
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Mike Eagan, Executive Director at The Independence Hub - PIR Ep. 516
24:57
24:57
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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 accommo…
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Tim Hardcastle, CEO and Co-Founder at Instanda - PIR Ep. 515
14:12
14:12
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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…
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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/ZJjSlqM9Ae0By Insurance Nerds
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Akil Balachandran, Founder at BlueMind - PIR Ep. 513
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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:/…
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Matthew Kay, COO and Mike Deleo, CEO at Talem AI - PIR Ep. 512
39:46
39:46
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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 they're bringing technology into the Bodily Injur…
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Trace Meek, Founder and CEO at Fetch! - PIR Ep. 511
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Tony chats with Trace Meek, Founder and CEO at Fetch! They are an underwriting filter machine that has digested the guidelines for many homeowner's 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://you…
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Ross Huart, CEO at EcoClaim - PIR Ep. 510
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30:14
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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 they're focusing on the property claims process where traditionally very little thought is given to how damaged materials are di…
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Chris Schrenk, Chief Underwriting Officer at NeuralMetrics - PIR Ep. 509
16:07
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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 ris…
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Ryan Deeds and Brendan Corr - Let's Talk about Mental Health - PIR Ep. 508
57:28
57:28
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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 today's episode two…
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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/hmawpfaNhT4By Insurance Nerds
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Michael Vervena, VP of Sales and Marketing at iGUIDE - PIR Ep. 506
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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: htt…
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Gary Davis, National Practice Leader at Noyo - PIR Ep. 505
24:49
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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…
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Chris Cline, Author of The Inertia of Legacy - PIR Ep. 504
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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-N…
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Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development at Acturis - PIR 503
31:22
31:22
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Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entry's into the US market through the merger with Broker Buddha and why there's great synergy between the two companies. Jason Keck: https://www.linkedin.com/in/jasonkeck/ Hayden Parra: https://www.linkedin.com/in…
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Peter Dawson, 831(B) Institute - PIR Ep. 502
24:19
24:19
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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 that's not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives 831(B) Institute: https://www.831binstitute.o…
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Margaret Spence, Founder at The Inclusion Learning Lab - PIR Ep. 501
44:25
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Tony chats with Margaret Spence, Founder at The Inclusion Learning Lab, an online immersive community-based learning platform designed for talent leaders with the goal of making sure that together we can create an inclusive future for everyone. We have a great conversation on DEI in the corporate world. This was a very honest conversation where I l…
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Philip Wright - PIR Ep. 500! - Interviewing Tips for Introverts
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Tony chats with Philip Wright, Actuary and Extroverted Introvert about how to improve your interviewing game, especially if you're an actuary. Video Version: https://youtu.be/4Ab9UEs9NdcBy Insurance Nerds
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Jennifer Carroll, CEO at Veruna - PIR Ep. 499
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28:58
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Tony chats with Jennifer Carroll, CEO at Veruna. We have a fantastic time chatting about Veruna and I loved her passion. Veruna is a core system for independent insurance agents, more than just an AMS. They're an AMS, CRM, and Carrier Relationships Management Tool. Jennifer Carroll: https://www.linkedin.com/in/jenniferc... Veruna: https://www.verun…
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David Sussman, CEO at Alana - PIR Ep. 498
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Tony chats with David Sussman, CEO at Alana. They are a platform that encourages customer engagement and helps reduce claims keeping insurance top of mind, not just at renewal or during a claim. David Sussman: https://www.linkedin.com/in/davidsussman/ Alana: https://www.alana.net/By Insurance Nerds
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Jen Pugsley, VP of Customer Success at Goose Digital - PIR Ep. 497
24:29
24:29
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Tony chats with Jen Pugsley, VP of Customer Success at Goose Digital. Goose is Canada’s leading marketing performance agency with a specialty in insurance serving both Canada and US insurance organizations. Jen Pugsley: https://www.linkedin.com/in/jennifer-pugsley-turcsanyi-4ba73234/ Goose Digital: https://goosedigital.com/…
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Marco Benitez, CEO and Co-Founder at Rook - PIR Ep. 496
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Tony chats with Marco Benitez, CEO and Co-Founder at Rook. They enable any brand in the digital health and insurance ecosystems to use data from any wearable device and turn it into actionable insights and predictions. Their API already has more than 300 wearables integrated. Marco Benitez: https://www.linkedin.com/in/marcobzg/ Rook: https://www.tr…
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Zach Mefferd, Co-Founder and CEO at ZipBonds.com - PIR Ep. 495
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Zach Mefferd, Co-Founder and CEO at ZipBonds.com, a surety bond brokerage offering a very open and capable digital platform. They serve agents and help them become subject matter experts in Surety Bonds. Zach Mefferd: https://www.linkedin.com/in/zach-mefferd-cic-62206426/ Zip Bonds: https://zipbonds.com/ Video Version: https://youtu.be/oKJSagXAybE…
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Dr. Billy Williams, CEO at Williams Family Insurance and Investment Group - PIR Ep. 494
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Tony chats with Dr. Billy Williams, CEO of Williams Family Insurance and Investment Group. We chat about his history in the agency space from captive to independent to investor. We also talk about his book "Sales Objection Pocket Guide" Dr. Billy William: https://www.linkedin.com/in/billyrwilliams/ Sales Objection Pocket Guide: https://www.amazon.c…
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Chris Schrenk, CUO at NeutralMetrics - PIR Ep. 493
16:07
16:07
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Tony chats with Chris Schrenk, CUO at NeuralMetrics. They focus on solving issues for small business insurance. How do we identify a small business? How do we identify their real attributes? It all started with classifying the operation of the business and now also helps the underwriter get a lot of other information to help them quickly and proper…
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Chaz Perera, Co-Founder and CEO at Roots Automation - PIR Ep. 492
20:52
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Tony chats with Chaz Perera, Co-Founder and CEO at Roots Automation. They leverage AI that acts as an Underwriting Assistant and as a Claims Assistant to help Underwriters and Claims professionals do their jobs more efficiently. A lot of what they do is digest unstructured data and put in a format your systems can understand. Chaz Perera: https://w…
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Playing The Long Game With Technology - Bruce Broussard, Managing Partner of Percipience - PIR 491
39:57
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"Show me one insurance company and I'll show you ONE insurance company" - Former Boss Technology has changed more in the past 25 years than it has in the past 250! And most of us wouldn't be surprised if this acceleration, accelerates! This rapid change has caused havoc in an industry such as insurance that has not had much evolutionary change in 1…
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Chris Greene, President at The Flood Insurance Guru - PIR Ep. 490
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26:50
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Tony chats with Chris Greene, President at The Flood Insurance Guru. They help agents with flood insurance for today and education for tomorrow. All agents and brokers that do any flood should check this out, lots of free tools, and all the help you could need for flood. Chris Greene: https://www.linkedin.com/in/chris-greene-92147812/ Flood Insuran…
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Pamela Corey, President of the Chinese American Insurance Association - PIR Ep. 489
14:06
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Tony chats with Pamela Corey, President of the Chinese American Insurance Association, about the history and current activities of the association. Pamela Corey: https://www.linkedin.com/in/pamela-corey-37279412/ Chinese American Insurance Association: https://www.caiaus.org/ Video Version: https://youtu.be/wJLnES3-6K0…
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Benjamin Goldfien, VP of Insurance Operations at Sayata - PIR Ep. 488
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Tony chats with Benjamin Goldfien, VP of Insurance Operations at Sayata, the easiest place for wholesale insurance brokers to place business insurance for small commercial risks. They were originally featured in PIR Ep. 343 and today we do an update, and we chat about Benjamin's career and how he ended up at Sayata. Benjamin Goldfien: https://www.l…
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