Tony chats with Oscar Martinez, Founder of Velos, they are an AI-powered automation platform. They help operations teams automate manual processes using AI assistance with a strong focus on insurance and healthcare. Oscar Martinez: https://www.linkedin.com/in/o-am/ Velos: https://tryvelos.com/ Video Version: https://youtu.be/P-83p9wKC28…

Tony chats with Ryan Smith, President & Principal Consultant at RLS Consulting, they help agents to sort through all of the complexities around cyber security to find easier ways to protect themselves and their clients. They can also train producers to learn how to talk about cyber to help clients understand their exposure. Ryan Smith: https://www.…

Tony chats with Mitch McCloskey, Co-Founder and CEO at Agency Go, they help agencies outsource personal lines quoting to the Philipines, for both new business and renewals. You could wake up every morning with 5 bindable quotes for every renewal waiting for you and saving your staff hours to actually grow the business! Mitch McClowskey: https://www…

Tony chats with MJ Martinez, Author of "Welcome to Insuriland". MJ took his experience in claims and his passion for the insurance industry and has started a series of children's books to help kids understand insurance. A great Christmas gift for the kids in your life! MJ Martinez: https://www.linkedin.com/in/macedonio-j-martinez-iii-a644221ab/ Wel…

Tony chats with Roberto Salinas, Head of Business Development at LULA, they developed a tool called GAIL (Generative AI by LULA). Their conversational AI is meant to give time back to agents. Up to 60% of the time agents spend on the phone is spent on billing related questions that can be handled directly by GAIL. Overall, GAIL can take over all of…

Tony chats with Christy Barsalaou, President & CEO at QuickFacts, a Canadian insurtech that aggregates all of the personal lines insurance underwriting information onto one platform. You get all the rules for all your markets at a glance. Christy Barsalou: https://www.linkedin.com/in/christy-barsalou-silvestri/ QuickFacts: https://www.quickfactsinc…

Tony chats with Zach Gleason, Founder at Atlanta Sales, they help independent agents and brokers coaching, training, and managing sales people. They now have their own proprietary software sales management system specifically tuned to help insurance producers get organized with their sales efforts. Zach Gleason: https://www.linkedin.com/in/zacharyg…

Tony chats with Craig Foster, CEO, and Jim Strickland, GM North America at Ondo Insurtech. They are creating a world leader in claims prevention technology for home insurer, specifically water prevention. Their Leakbot detects leaks, and their network of local plumbers go out to fix the leaks before they become a large claim, all paid for by your i…

Tony chats with Nick Kidd, CEO & Co-Founder at Quotey, a Canadian insurtech commercial insurance quoting marketplace for agents and brokers. From the single question about what they do, Quotey walks the broker through the correct application and finds coverage from multiple carriers. Quotey was built by a broker for brokers to fix the frustrations …

Tony chats with Robin Roberson, Co-Founder and CEO at Agentech. They create digital agents specifically trained on tasks related to claims handling. It's like each claims handler having hundreds of assistants to help them go through the data, summarizing it quickly, and allowing the claims professional to make better decisions. Robin Roberson: http…

Tony chats with Elan Gefen, Go to Market Lead at Eventual Treasury, a revenue co-pilot for insurance agents and brokers. They do 3 basic things: 1. Help with auto revenue reconciliation. 2. Revenue recovery. 3. Real-time financial forecasting. Overall, they solve huge issues on the financial and accounting side of insurance agency operations. Elan …

Tony chats with Will Betteridge, CEO at Fair, a new auto warranty insurtech created to be fully modern. They're 100% API-based and they do everything from end-to-end to deliver a better customer experience and a better product. This is a fascinating look at an obscure side of our industry. Will Betteridge: https://www.linkedin.com/in/wbbetteridge/ …

Tony chats with Michael Trouillon, Insurance Agency Automation Associates, they help agencies with everything related to making the most of their AMS 360. From setting up, workflows, training, consulting, and much more. Michael Trouillon: https://www.linkedin.com/in/michaeltrouillon/ Video Version: https://youtu.be/72wVaLv9RM4…

Tony chats with Hernando Gallegos, COO & Founder and Jim West, Regional Account Manager at ION, they are a guided inspection application available on any smart device. It embeds the carriers' inspection guidelines into the application and gamifies it for the adjuster. Hernando Gallegos: https://www.linkedin.com/in/hernandogallegosjr/ Jim West: http…

Tony chats with Mang-Git Ng, Founder and CEO at Anvil Foundry, the fastest way to build software for documents. They provide developers, product teams, and non-technical people the tools to take their existing documents and convert them into programmable, online, simple, guided workflows. They offer PDF Generation, PDF Filling, e-signature, and mor…

Tony chats with Luke Fraser, CEO at Stepwise Innovation. They are a research and design firm that helps insurance carriers understand their customers as people and then develop growth strategies as a result of that which might include new products (both insurance and non-insurance) and new growth strategies. Luke Fraser: https://www.linkedin.com/in…

Tony chats with Matthew Fastow, Co-Founder and CEO at CoverFlow, they help insurance brokerages with the most important thing, customer happiness. They automate away a huge part of the busywork that brokers and account managers find themselves doing on a day-to-day basis. They run insurance paperwork through very specialized AI models that help ide…

Tony chats with Will Alverson who is leading the new Insurance Nerds Careers, an insurance job board and more, part of Insurance Nerds. Insurance Nerds Careers: https://careers.insnerds.com/ Will Alverson: https://www.linkedin.com/in/william-alverson/ Video Version: https://youtu.be/7Xa46-3drWQBy Insurance Nerds

Tony chats with Heather Wilson, CEO at Clara Analytics, an end-to-end AI claims platform for Casualty and Comp. Clara's first appearance on Profiles in Risk was Ep. 390. Today we do an update where we talk about the evolution of Clara, how AI is affecting the insurance industry, and several other topics. Heather Wilson: https://www.linkedin.com/in/…

Tony chats with Tim Maloney and Steven Romero, Co-Founders at Pre-Loss. They focus on the interception of Geospacial and P&C worlds and provide baseline scans for large commercial assets. Having a baseline scan helps prevent ambiguities at the time of loss and ensures claims are adjusted fairly. Steve Romero: https://www.linkedin.com/in/steven-rome…

Austin Moorhead, Founder at Lava Automation, they help independent brokers setup their CRM solution including drip marketing to rocket-fuel your new business sales and renewals. They have helped several hundred agencies setup their CRM automation and getting a big ROI. They (almost) guarantee you'll see a minimum of 25% in New Business! They also d…

Tony chats with Julianna Muir, Founder & CEO at Vellum Insurance, they are a data and analytics platform purpose-built for the insurance industry, specifically for insurance and reinsurance companies who receive bordereaus. They help ingest, validate, standardize and aggregate that information, and then add a powerful analytics layer on top. This a…

Tony chats with Leandro Dallemulle, General Manager at Planck, Applied Systems; they are an AI-based platform for commercial lines underwriting and were recently acquired by Applied. They started with a focus on restaurants and bars, and have now expanded to be able to support underwriting in 80% of classes of businesses. Leandro Dallemule: https:/…

Tony chats with Isabel Rodriguez, COO at Domu.ai. They automate communications for financial services. Their natural language AI system can handle all communications over different platforms, including voice calls. As of today, their technology fully handles 98% of calls. Isabela Rodriguez: https://www.linkedin.com/in/isabela-r-438785170/ Domu: htt…

Tony chats with Andre Symes, Group CEO at Genasys, they are a purpose led software development organization that develops policy and claims admin technology to serve the mid-markets from quote & bind all the way to claims fulfillment. Their purpose is to bring tier 1 technology to the mid-market players. They focus on serving the $50M to $500M GWP …

Tony chats with Aaron Wright, Director of Strategy at Earnix, they help underwriters, actuaries, and product managers to utilize the data they have correctly, to leverage analytics and AI, simulate and forecast the results of decisions they make. Overall, it helps insurance companies to make better decisions AND to put those decisions into producti…

Tony chats with David Embry, CEO at Mylo. They started as an in-house digital agency at a top-10 global broker. Today, they operate serving underserved high-volume low-premium transitions in personal and commercial lines and a little bit of benefits. Their platform is extremely focused on efficiency and an awesome user experience and now that they …

Tony chats with Harris Clarke, Co-Founder at LodgePole Insurance, they are in the process of building a better way to provide coverage for homeowners in wildfire country. Harris Clarke: https://www.linkedin.com/in/harris-clarke-28979/ LodgePole Insurance: https://www.lodgepoleinsurance.com/ Video Version: https://youtu.be/4Be9xW4BXxg…

Tony chats with Patrick Cooney, Co-Founder and President at PowerBroker AI. They serve retail and wholesale agencies with an "AI brain for insurance" which can audit a policy, tell you what's included and what's been omited. They are also in the process of building industry specialization for industries like construction. Patrick Cooney: https://ww…

Tony chats with Tom McClintock of Empowered Margins. They are an insurtech that works with insurance organizations to help them with their underwriting and actuarial software. Tom McClintock: https://www.linkedin.com/in/tommcclintock/ Empowered Margins: https://www.empoweredmargins.com/ Video Version: https://youtu.be/Sm1OsXn28uM…

Tony chats with Rock Schindler, Founder & CEO at SDRefinery AI, they are solving the growing problem that it takes too long for P&C claims leaders to identify processes, bottlenecks, and root causes of poor performance. They are solving that problem by reading every adjuster note and measuring key events, actions, and activities, creating operation…

Tony chats with Johannes Kraus, Co-Founder at YOUTH Healthtech, a smartphone-based health screening. With just your phone and 2 minutes of your phone using a face video, an audio recording, and a picture of your eye, and with that they screen for 23 biomarkers in seven health areas 🤯. Johannes Kraus: https://www.linkedin.com/in/johannes-kraus-94804…

Tony chats with Sandeep Haridas, EVP Business Head of Chief Strategy Officer at IntellectAI, they are focused on helping financial institutions build wealth management and insurance products. Within insurance they are a niche player focused on truly creating an underwriting ecosystem in the commercial insurance space. They are devoted and dedicated…

The episode of Profiles in Risk features Dr. Yael Benvenisti discussing Israel's innovative culture in the insurtech sector. Key topics include: 1. Israel's entrepreneurial spirit in insurtech 2. Technology's role in transforming insurance, especially in gerontology 3. The need for new underwriting models incorporating predictive technologies 4. Gl…

Lloyd Peters, Head of Revenue at Send, an underwriting workbench which is a single desktop that gives all underwriting a team a single place to work and progress core underwriting activity from broker submission all the way to binding and booking the policy. It includes all the activities you need in one place. Lloyd Peters: https://www.linkedin.co…

I chat with Lance Dowdell and Max Smith, Co-Founders at Motive Engage, they can help insurance agencies and insurtechs establish the foundation for their sales force: Proper sales processes, proper sales tech stack, understanding your ideal customer, onboarding your salespeople, sales enablement, getting your product/market fit right. Getting this …

I chat with Rob Jacomen, Founder and Chief Growth Officer at HPX, they help insurance agents and brokers go from commoditized generalists to highly valued and respected specialist. They offer consulting and coaching to help you niche down, build, grow, and scale a book of business that dominates specific niches. Rob Jacomen: https://www.linkedin.co…

Tony chats with John Loeber, Co-Founder and ceo at Limit, a digital platform that gives insurance brokers AI tools to make their day-to-day lives easier. Limit helps insurance professionals do deals faster, easier, and cheaper by taking care of the time-consuming things that kill their time. It offers a digital wholesale insurance platform with a u…

Tony chats with Daniel Laguado, Founder & CEO at Ai Risk Management Solutions, they help property owners negotiate insurance claims independently. Born out of the frustration as an independent adjuster of not having pre-loss details on the property Daniel developed a system using drones and high-quality cameras to create 3D documentation of the ent…

Tony chats with Pat West, GloveBox's Carrier Relations Leader. Pat is an insurtech veteran who gives us an update on what's going on at GloveBox. Pat West: https://www.linkedin.com/in/pat-west-977501102/ GloveBox: https://glovebox.app First PIR Episode with GloveBox: https://www.youtube.com/watch?v=_LoiFTv6B8s Original Episode with Pat West: https:…

Tony chats with Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy. Jim runs a second-generation family agency in Georgia which is very unique in the way they hire and retain their people. My team has recruited for SSI for about 18 months so I've personally seen how well it works and that's why I invited him on t…

Tony chats with Richard Look and Marcus Cudd of Insurance Media Exchange IMX. A great discussion about marketing in the insurance world. Richard Look: https://www.linkedin.com/in/rlook/ Marcus Cudd: https://www.linkedin.com/in/marcuscudd/ Insurance Media Exchange: https://insurancemediaexchange.com/ Video Version: https://youtu.be/okYMTqkL3k4…

Tony chats with Josh Levine, Founder & CEO at Cake & Arrow. They are an experienced design and product innovation firm that works exclusively with the insurance industry. They partner with carriers, distributors, and service providers to leverage human-centered design and strategy throughout all stages of the product life-cycle. A great conversatio…

Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal witho…

Tony chats with Timo Loescher, VP of Strategy at DMI. We have a GREAT conversation about the insurance talent crisis and how technology might help. Timo Loescher: https://www.linkedin.com/in/timoloescher/ Video Version: https://youtu.be/VOjJpXaEfHYBy Insurance Nerds

Tony chats with Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants. They are a merger and acquisition advisor to independent agencies. Mike Mensch: https://www.linkedin.com/in/michaelmensch/ Agency Brokerage Consultants: https://www.agencybrokerage.com/ Video Version: https://youtu.be/8kqiHyHvJkE…

Tony chats with Michael Fiedel, Co-Founder and COO at PolicyFly, a specialty insurance focused policy management platform that is specifically distribution enabled unlike policy management systems of the past that were more back office enabled. It's fully capable of providing a fully digital experience for both underwriters and agents/brokers. Mich…

I chat with Sean Merat, Founder & CEO at Owl.co. They utilize advanced models in order to provide deterministic indications for insurance carriers to make really accurate claims decisions as quickly as possible. They are one of the leading claims intelligence tools and are now serving 14 of the top 20 carriers in North America. Sean Merat: https://…

I chat with David Gritz, Co-Founder and Managing Director at Insurtech NY and the MGA Lab mostly about the lab and how they help MGAs launch and grow. This is masterclass on MGA creation and you cannot miss it! David Gritz: https://www.linkedin.com/in/davidgritz/ Insurtech NY: https://www.insurtechny.com/ MGA Lab: https://www.insurtechny.com/mga-la…

Tony chats with Rashid Galadanci, Co-Founder and CEO at Driver Technologies. They are a technology company that deals with driving and driving-related activities. They started with a mobile app with the idea of bringing AI safety and connectivity into the cars of today, including video and telematics. Putting all this info in the hands of the consu…