CPCU Podcasts

Tony chats with Terry Wang, Co-Founder and CEO at Cios. They have created a brand new insurance product that tenants can buy and it protects them if they need to move before the end of their lease. We chat about why the product is needed, how they went about creating and underwriting it, and so much more. Very interesting conversation about the cre…

Tony chats with returning guest Bill Murray about his career, his new role, the experience of job searching within insurance, advice for current job searchers, and his new book: "Enquire to Inspire: 20 Questions to Mentor Your Innovation Team to Success" Bill Murray: https://www.linkedin.com/in/bill-murray-mentor/ Bills prior episode on PIR: https:…

Tony chats with returning guest Elle Michell (Ep. 201). Intelligent Intentions is a boutique consulting firm offering consulting as it relates to third party vendors and suppliers that companies use. They help vendors and suppliers understand what they need to be able to partner with large corporations and government entities. Elle Michell: https:/…

Tony chats with Dr. Kim Everett and Stacey Saunders about the just released Phoenix certification by Insure Equality. Certification is the next step for Phoenix. While we are collecting the longitudinal data from Phoenix, the certification gives companies the opportunity to use the data from the Phoenix Assessment right now to build a stronger and …

Tony chats with Katie Barrows, Communications Director at the Department for Professional Employees AFL-CIO and Elizabeth Kidder, Steward with OPE Local 39. We discuss the first union serving insurance professionals, why it's important, and how you can get involved. Video Version: https://youtu.be/fPWsCqNVq3Q…

Tony chats with Dan McCue about his career in Social Media Marketing in the insurance and insurtech industry. Having managed Social Media both for a very traditional carrier and for an insurtech it was a lot of fun to chat with Dan about the radically different experiences. Dan McCue: https://www.linkedin.com/in/danielmccue/ Video Version: https://…

Tony chats with Bryan Saunders and Filip Sierpinski of PainWorth. Painworth was created to help claimants in Canada understand how to fairly value a personal injury claim so they can manage their claim better on their own in full trust and transparency with the insurance company without having to involve a middleman or litigation to make the proces…

Tony chats with Colby Allen, Consultant and Financial Analyst at AgencyFocus. They are a financial consulting firm that works strictly with independent agency owners to understand the value of their agency and how to grow that value over time. They help you really understand the cash flow potential of the agency and really understand the potential …

Tony chats with the Homee team: Brandon Donatelli, Chief Revenue Officer; Jessica Marose, VP of Marketplace Strategy; and Martha Ducharme, Senior Carrier Account Manager. Homee is leading the digitization of property claims. Their pioneering technology connects insurers, policy holders, and skilled service providers throughout the lifecycle of a cl…

Tony chats with Alexis Cierra Vaughn, Founder and CEO at Off Course Consulting. They help insurtech, insurance agencies, and brokerages get back on course through sales, marketing and operations strategy consulting. Alexis used to be Head of Agency Marketing at Cowbell. Alexis Cierra Vaughn: https://www.linkedin.com/in/alexis-cierra-vaughn-77573862…

Tony chats with Todd Greenbaum, President & CEO at Input 1. They provide an end-to-end digital billing system with full customization designed especially for the weird needs of insurance carriers, agencies, and MGAs. Premium financing? 3% down and 26 payments? No problem. Regardless of how unique your billing needs are they can handle it. Todd Gree…

Tony chats with Vivek Sablani, Founder and CEO at Wizard Analytics. They enable underwriters to properly digest and analyze Statements of Values (SOVs) even if they have tens of thousands of locations. They can also plug into all your data subscriptions to enhance the SOVs. This not your father's cat modeling! Vivek Sablani: https://www.linkedin.co…

Tony chats with Freddy Seikaly, CEO at Honeyquote, a residential property insurance marketplace and digital insurance agency that supports coastal markets, especially in Florida! Homeowner's insurance premiums in coastal areas are 4x the national average. Honeyquote's technology integrates with the small regional carriers serving Florida and the Gu…

Tony chats with returning Profiles in Risk guest Myranda Elizabeth Joseph. Myranda appeared on the show as a doe-eyed 23-year-old independent insurance agent and Risk Management and Insurance (RMI) Student (Episode 131) and has since had immense career and personal growth. In this catch-up conversation we talked about her career, what she's learned…

Nick interviews Nick Fekula and Josh Zier at Project Canary, a climate technology company that offers an enterprise emissions data platform to help companies identify, measure, understand, and act to reduce their emissions across their value chain. They use sophisticated software to help companies improve, report, and really understand their emissi…

Tony chats with Brian Thompson, Business Development Underwriting for North America at Descartes Underwriting. They are a parametric MGA out of Paris, France. They build custom programs for anything tha'ts a natural peril. If you have a weather problem and they can get data on it, they can build a program for you. Very interesting conversation! Bri…

Tony chats with Alex Schmelkin, CEO and Jane Tran, COO at Sixfold, the first generative AI for insurance underwriting! They help insurance underwriters be more efficient, find more capacity and be more accurate in their jobs. Alex Schmelkin: https://www.linkedin.com/in/schmelkin/ Jane Tran: https://www.linkedin.com/in/jane-tran-xyz/ Sixfold: https:…

Tony chats with Sindre Halaal, CEO, and Founder at SalesScreen. They are a sales gamification platform. It helps engage your workforce making their activity into more of a game-like environment which makes it more pleasant and more fun to do. You can create real-time competition. You can put visualization at the center to create accountability. You…

Tony chats with Ema Roloff, Co-Founder and Principal Consultant at Roloff Consulting. They are focused on helping software and services companies serving insurance really narrow in on how to transform their processes. Ema Roloff: https://www.linkedin.com/in/emaroloff/ Roloff Consulting: https://www.roloffconsulting.com/ YouTube Version: https://you…

Tony chats with Dilip Mohapatra, Founder & CEO at Coginitive View. They help companies prevent fines for compliance failures. Their technology can understand what's going on in your customer engagement, make sure your agents are compliant, doing the right things, and claims are getting handled properly. They can get you to 100% compliant! Dilip Moh…

Tony chats with Taylor Walker, Chief Insurance Officer at LoadSure. They are making waves for insurance brokers in the market. Data-powered AI-pricing for freight insurance. In the past a piece of complex business in the ocean cargo market would take a couple of days, with LoadSure it can be immediate or take less than a minute. If you're in the Oc…

Tony chats with Adam Bowe, Founder at Cake. Cake is a transactional marketplace for independent agencies to buy and sell books of business, not only full books of business but they can also transact in fractional books of business. This still is amazing and truly 🤯! Maybe you can have your 🎂 and eat it too! Adam Bowe: https://www.linkedin.com/in/ad…

Tony chats with Jeff Tyler and Suman Palit at Insurance Quantified and Groundspeed Analytics. Submission IQ by Insurance Quantified uses data science at the top of funnel, streamlining the underwriting desk helping underwriters make decisions faster and quote faster. Groundspeed delivers intelligent document processing. Together they create an incr…

Tony chats with Jordan Peace, Co-Founder and CEO at Fringe. They asked themselves if we got to start over with benefits how would we do them thinking outside the box. What if day-to-day services like Uber, Airbnb, Spotify could be offered as benefits to increase retention? Fringe is basically a marketplace of a bunch of services, where employers ca…

Tony chats with Mike Koscielny, long-time insurance executive, former President of the CPCU Society, and author of Born2Lead. We chat about Mike's iconic career, his incredible role at the CPCU Society as mentor to my entire generation, and his new book about leadership. So much to learn from this episode and the book: Mike: https://www.linkedin.co…

Tony chats Joanne Artesani, Founder and CEO at Sproutr. An insurance design and build firm. They do the actual building of insurance products including the appetite and guidelines. They help founders articulate their vision into actionable pieces. They can handle rate, rule, and form drafting. The entire architecture of the vision and the goal. Mor…

David and Tony have both been through layoffs in their insurance careers. In this episode, they share how they handled the job searches and attached emotions during difficult times. We're here for you! Video Version: https://youtu.be/aj_CVnwXOCcBy Insurance Nerds

Tony chats with Gus Calderon, Co-Founder at FireWatch. They create detailed aerial maps of location and condition of all the vegation in a community. Then they break it down with GIS software and create individual defensible space maps for all the homes in the community. This is very important in California and other wildfire-prone states. They can…

Tony chats with recurring guest Bryan Falchuk, CEO at PLRB about his reinvigoration of PLRB. They are a claims advisory organization that provides a myriad of resources to claims professionals at member carriers in the US. 80% of premium in the US is handled by PLRB members and PLRB supports them in making sure the coverage is delivered correctly. …

Tony chats with Scott Knowles, CEO & Co-Founder at Loss Scan, they help take difficult to extract data from PDFs and turn it into live data. This is especially useful for Loss Runs, giving underwriters, brokers, and MGAs the ability to easily import loss runs into their systems for proper analysis. Scott Knowles: https://www.linkedin.com/in/scott-k…

Tony chats with Giri Laveti, CEO at Assuretrac. They help insurance agencies increase agent's happiness and cut servicing costs. Giri Laveti: https://www.linkedin.com/in/giri-laveti-461b01193/ Assuretrac: https://assuretrac.com/By Insurance Nerds

Tony chats with Brett McKenzie, Insurance PR, Marketing, Resume, and LinkedIn Expert about her new solopreneur endeavors helping the insurance community communicate better. Don't miss out on the opportunity to have her help with your personal and professional brand! Brett McKenzie: https://www.linkedin.com/in/brettashleymckenzie/ Video Version: htt…

Tony chats with Andrew Filar, Co-Founder at Next Call Club and CEO at Peachy Insurance. While Tony spent 10 years talking about how the captive agent model was dying, Andrew quietly proved him wrong, and blew his mind. In 9 years Andrew went from brand new out of college to CEO of the largest Allstate agent in the country, to creating his own agenc…

Tony chats with Yaron Dycian, Chief Product and Strategy Officer at WINT Water Intelligence. They specialize in managing water in buildings which comes in through dumb pipes and is used by dumb valves and faucets. It's an unmanaged resource! Managing water is becoming a serious issue, even in the developed world. Unbelievably, about 25% of all wate…

Tony chats with Dave Connors, Co-Founder and CEO at DistriBind. They are curing the insurance industry of our spreadsheet addiction, a data exchange platform with a special focus on delegated authority. They provide a lot of validation, data cleansing, and most importantly validation to provide a lot of much-needed certainty. Dave Connors: https://…

Nick Lamparelli is back in a new leading role as Managing Partner of Insurance Nerds. On today's episode, we announce massive changes to Insurance Nerds that will be rolling out over the Fall of 2023 and into 2024 turning us into much more than we have been in the past, and into a much more unified platform for #insurance learning, community, and c…

Tony chats with Andrew Engler, Co-Founder and CEO at Kettle. They're aiming to be a different Kettle of fish with an incredible mission of being the biggest safety net to the world against climate change through insurance and reinsurance. They're a reinsurance MGA and a micro-reinsurer. This is one incredible episode. Andrew Engler: https://www.lin…

Tony has a super fun and fascinating conversation with former Google Product Manager, now Co-Founder and CEO at Coverage Cat. Young founders are just so fun, and this one is brilliant. A very fun episode! Miaw! 🐈 Coverage Cat is the new way for personal consumers to properly insure themselves. They are a data-driven broker that matches consumers TO…

Tony chats with Bill Haber, Co-Founder at TEKRiSQ. They're focused on helping independent agencies and the carriers and MGAs they work with to better streamline the process of engaging clients in technology-oriented risks. They're very focused on Cyber, one of the fastest-growing lines of business. We shouldn't ask agents (or business owners) to be…

Tony chats with David Watson CEO and Founder at RiskAdvisor, a platform that is basically a "souped up intake form" helping personal lines agents take that conversation and simplifies it and guides it. It ensures you collect clean, accurate data and distribute it wherever you need it. David Watson: https://www.linkedin.com/in/agentdavidwatson/ Risk…

Tony chats with Paul Monasterio, CEO and Co-Founder at Kalepa. They are dedicated to enhancing underwriting performance and driving profitable premium growth for the commercial insurance industry. Kalepa's AI-powered Copilot software enables underwriters to focus their time on the highest ROI opportunities and to quickly evaluate and optimally sele…

Tony chats with Jeff Hirst - Soft Risk and Professional Empowerment Institute. We chat about Risk Management, Insurance careers, managing people, growing your career, his concept of Soft Risk Management, and so much more. A GREAT listen! Jeff Hirst: https://www.linkedin.com/in/jeffhirst100/ Video Version: https://youtu.be/yhcoVR4jwus…

Tony chats with Elliot Bassett, Co-Founder at Rocketship Ventures Launch, a software platform that helps a producer walk through their sales process using an assessment based process. It's super efficient and gives them a variety of ways to differentiate theirselves in the marketplace. It provides an objective scoring mechanism you can share with t…

Tony chats with Silvia Diaz-Roa, Co-Founder at ClaimDeck, a cloud base platform that brings the claims professional and the legal professional into a shared space to collaborate transparently and in real-time on claims. Claims litigation has seen little innovation because it requires so much domain knowledge on both the claims and the legal side. C…

Tony chats with Rod Powell, insurance agent and author of "Black Pioneers of the American Insurance Industry". We absolutely love author interviews and this one really blew us away! Rod Powell: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-rebc-clcs-86801616/ Black Pioneers of the American Insurance Industry: https://amzn.to/3OodDHu Video Ver…

I chat with Caden Braly, CEO at AgentsTech. They are an insurtech consulting firm that helps independent insurance brokerages while uniquely bringing together technology consulting and business consulting. Dear agency, what's keeping you up at night? AgentsTech can help and they GET insurance because they grew up in our industry and still run an ag…

Tony chats with Scott Ham, CEO at Pinpoint Predictive, they provide the P&C industry with the earliest and most accurate lost predictions and risk scores from just a name and address, enabling carriers to fast-track profitable growth. This is some very impressive to help you grow intelligently! Scott Ham: https://www.linkedin.com/in/scottham1/ Pinp…

Tony chats with Samir Ahmed, Principal Insurance Markets at X by 2, an IT consultancy focused on high-impact projects for a select group of insurance and healthcare organizations. They specialize in big hairy audacious challenging projects. Samir Ahmed: https://www.linkedin.com/in/samir-u-ahmed/ X by 2: https://xby2.com/ Video Version: https://yout…

Tony chats with Micah Kalisch, Founder and CEO at Chrp Technologies. They offer complete home risk prevention through an insurtech app that is built for underwriters and insurance carriers to mitigate risks on the front end of the underwriting process. Including guided self-inspections, which run through their proprietary AI/ML models and produce r…

Tony chats with Louis DiModugno, "The Bowtie Data Guy". We met at Insurtech Hartford and we just had to have him on the show. Louis helps create and establish data strategies for companies without a full professional data organization. If you don't have an army of data scientists and data engineers, Louis can help you get going! Louis DiModugno: ht…