Tony chats with Zehra Cataltepe, PhD, CEO at Tazi AI Systems. Returning to the show 2 years after her original appearance on Profiles in Risk. In this episode, Zehra and I discuss the real-life use cases she's seeing in the real insurance world. If you're at all interested in AI and its effects on insurance this is an ABSOLUTE must watch episode! Z…

Tony chats with Jeff Radke, Co-Founder and CEO at Accelerant Holdings. Accelerant has been around for 5 years and exists to improve the specialty insurance value chain. They are "replatforming" the specialty insurance market. They serve specialty underwriters (MGAs and MGUs) and on the other side they serve risk capital sources. Their vision is an …

Tony chats with Nicole Nwesigwa, Co-Founder and COO at iCover Insure, they deliver the best life insurance buying experience. They offer and e-app and algorithmic underwriting to small and medium-sized life carriers. They can get the consumer through the process in 5 minutes, guaranteed! They started in the fraternal space and then grew into the mi…

Tony chats with Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564. They help experts to generate more revenue through the creation of monetizable online classes. Lynn Miller: https://www.linkedin.com/in/10xyourexpertise/ Video Version: https://youtu.be/Rf07KuzKJdY What It's Like To Be... What's it like…

Tony chats with Eric Foster, Founder and CEO at Woop Insurance. Woop is an insurance technology platform company that works in the agency side to make personal lines insurance simple, transparent, and convenient. Their goal is to provide an unbiased database to help insurance consumers make data-based decisions. Eric Foster: https://www.linkedin.co…

Authentic is an insurance infrastructure company that allows any platform that touches small businesses to start their own captive program. It's an end-to-end solution to start your own insurance program and it's not just a button that issues other carrier's paper. It actually allows you to build your own program on the back of Authentic. You actua…

Tony chats with fellow elder millennial Mike Tansey about his insurance career. Mike spent time first in claims and underwriting in a regional carrier and then joined an independent agency. We chat about how to grow your insurance career and advice for management on how to engage and retain their Millennial and Gen Z employees. Mike Tansey: https:/…

Tony chats with Peter Tilbrook, Founder and CEO at Loro Insurtech, the world's first free insurtech! 🤯 Loro (which means parrot in Spanish) and their vision is to be the Shopify of insurance. Shopify is the best-known shopping engine on the web. Anyone, anywhere in the world looking to digitally sell an insurance product can do that with Loro in a …

Tony chats with Angie Richards, VP at Poms & Associates about her career in employee benefits and her very unique approach to that side of the insurance field. Angie Richards: https://www.linkedin.com/in/angie-richards-402b34a/ Poms & Associates: https://www.pomsassoc.com/ Video Version: https://youtu.be/ftOvt__F-kw What It's Like To Be... What's i…

In this episode of Profiles in Risk (E557), Nick Lamparelli engages with Tim Robinson and Corey Schmidt from AgencyBloc to delve into the transformative journey of their technology platform. As a CEO with extensive experience in software solutions across various industries, Tim Robinson shares his transition from web development to creating a compr…

Tony chats with Marissa Rutkowski, Founder and Co-Chair of IndispensAbility at Applied Systems. They are a community of interest for mental and physical abilities of all kinds - seen and unseen; and fellow Board Member at Insure Equality. Marissa is one of the insurance industry's leading advocates for mental health and is doing crucially important…

Tony chats with Charlie Sidoti, Executive Director at InnSure, they are a non-profit innovation hub focused on innovation in insurance related to climate change. They look at it through the lens of what does the world need from the insurance industry to help with climate change, and is also good business for the insurance industry. How can insuranc…

Tony chats with Cyrus Karai, CEO at CoverForce, they help strengthen agencies by offering the best infrastructure to connect commercial P&C agencies and carriers. The help carriers digitize their access points to agents, brokers, banks, etc. They offer a unified API that lets you access several of the leading P&C commercial lines carriers. Cyrus Ka…

Tony chats with Marlena Sarunac and Lubna Hameed, Co-Founders at The Company Advice. (For High Ds: actual content starts at 4:10.) They provide design leadership and execution to startups from the very beginning by bringing them in a fractional capacity. They have extensive experience in insurtech, healthtech, fintech, and more. Marketing and desig…

Tony chats with Sivan Iram, Founder and CEO at Flow, they are a next-generation wholesale broker specializing in financial lines providing wholesale services that are needing help in those lines of business. A different approach - specialized in middle and small commercial, and already featuring 50 carriers. Sivan Iram: https://www.linkedin.com/in/…

Tony chats with Woody Klemmer, Head of Growth at ForMotiv. They use behavioral data science, a combination of behavioral analytics and real-time data science to help Life and P&C carriers to analyze how people fill out their digital applications. They call this digital body language, and it allows them to identify risk, non-disclosure, premium leak…

We catch up with Joseph Zaarour, Founder at ISolvRisk. Joseph is on a mission to solve insurance and risk management's talent problem with incredibly innovative solutions. ISolvRisk is pivoting to a really cool new idea we'd love to come to fruition because it's brilliant! Joseph Zaarour: https://www.linkedin.com/in/joseph-zaarour-8769a6177/ ISolvR…

I chat with Dave Olchowka, Founder and CEO at Prizm Insurance, the first and only tech-enabled insurance brokerage that catered to the high-net worth personal lines space. Dave Olchowka: https://www.linkedin.com/in/dave-olchowka-2523ab13b/ Prizm Insurance: https://www.prizminsurance.com/ Video Version: https://youtu.be/WFCnzUtc3QM What It's Like To…

Tony chats with Miguel Edwards, Founder and Principal Consultant at FiveM Consulting. Miguel is a former Carrier CIO at two different carriers and has a strong strategy background on cloud migration and data. His new consulting firm is focused on bringing his big carrier experience to the small carrier space ($100M to $500M in premium). His team of…

Tony chats with Tinsley English, Author of "Grit, Growth, and Gumption for Women". We talk about her amazing book and dig so deep into it that we literally run out of time! If you are a woman wanting to grow into leadership or who just recently got her first big promotion this is the manual you've been waiting for! Tinsley English: https://www.link…

Tony chats with Ann Boger, CEO at Bramble and Bird Consulting, a new consulting firm in the intersection of tech, insurance, healthcare, and finance. They help regulated industries solve thorny problems. They are a group of seasoned insurance and finance professionals who love to build things. They've come together to help startups, carriers, and c…

Tony chats with Alex Branning, Founder of Agent CRM, a marketing and sales platform specifically built for insurance agencies to do all of marketing under one platform with a strong focus on compliance. Alex Branning: https://www.linkedin.com/in/alexbranning/ Agent CRM: https://www.agent-crm.com/ Video Version: https://youtu.be/wFWGNp4gE7s What It'…

Video 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 Discount Code: PARTNER24-NERDS for $200 off! Join RISE for fre…

Tony 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.com/in/martha-dreiling-a894679/ Reserv: https://www.res…

Tony 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, agents, wholesalers, brokers, carriers, adjusters, lie…

Tony 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.com/in/valkyrieholmes/ Faura: https://faura.us/ Video …

Tony 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/3wi1b7n Video Version: https://youtu.be/Tnst7XAEA58 Wh…

Tony 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 faster and more consistent quotes. Gage Caligaris: https://…

Tony 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.linkedin.com/in/vivek-kaliraman/ Perci: https://perci.…

Tony 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 company has secured capital and has a distribution netwo…

Tony 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 types of insurance including: Cyber, D&O, EPLI, and other …

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…

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 What It's Like …

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:/…

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…

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…

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 What It's Like To Be... Wha…

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…

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…

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…

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://…

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…

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…

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…

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…

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 What It's Like To Be... What's it like to be a Cattle Rancher? FBI Special Agent? Professional Santa? Find out! Listen …

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 What It's Like To …

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…

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…