Best John Morlan Podcasts (2024)

1
Telematics, Safety, and Fleet Management with Andrew Chermark of Ensure Analytics 42:13

7M ago42:13

42:13

Today, we are talking with Andrew Chermark of Ensure Analytics, a company that specializes in Telematics. Ensure Analytics is a data science analytical and loss control company. It’s an end-to-end, technology-driven service geared toward insurance carriers, brokers, and auto policyholders for collaboration to help lower costs, reduce liabilities, a…

1
Eliminating the Hassle of Insurance Claims with Claimsetter Founder Elnor Rozenrot 25:10

1y ago25:10

25:10

Today, we are talking with Elnor Rozenrot of Claimsetter, a company that is described as the ultimate claim support partner to get you back to business. They bring speed and ease to the claims process by preparing claims and funding repairs while you wait for the payout. Elnor has an MBA from the Tuck School of Business at Dartmouth. He was Co-Foun…

1
Ending the Pain of Collecting COIs with Sharon Fox from Trustlayer 40:48

1y ago40:48

40:48

Today, we are talking with Sharon Fox of Trustlayer. TrustLayer automates the correspondence, collection, storage, and verification of standard compliance documents, like certificates of insurance (COIs). TrustLayer has built a solution for carriers, brokers, and businesses. Sharon Fox is VP of Partnerships at TrustLayer and has over 15 years combi…

1
A Different Perspective on Safety with Dr. Rob Long 43:31

1y ago43:31

43:31

Episode Intro: Today, we are talking with Doctor Rob Long, Executive Director of Human Dymensions. Human Dymensions specializes in developing organizations and people through a better understanding of human factors at work. It was founded in 2002 and has trained over 20,000 participants across 30 countries since then. Dr. Long has a Ph.D. in learni…

1
Improving Safety with Behavioral Psychology with Guest Raphaelle March 44:05

1y ago44:05

44:05

Today, we are talking with Raphaelle March of Cowry Consulting. Raphy is an accredited Behavioral Scientist specializing in perceptual psychology. In 2015, she helped launch Cowry, the largest business-focused behavioral science consultancy in the UK. At Cowry, Raphy leads the integrated services (research, academy, and innovation) and has establis…

1
Hiring Good Employees (and Safe Ones Too) with Brian Glover Founder of the AI Powered App Previewed 45:27

1y ago45:27

45:27

Today, we are talking with Brian Glover of Previewed, which is an app designed to transform the way people connect with their dream jobs. As founder and CEO of Previewed, he’s on a mission to help job seekers showcase their skills and experiences in a way that truly reflects who they are. With over a decade of experience in Sales, operations, marke…

1
How to Hire a Good Insurance Agent with Guest Micah Salas 44:22

1+ y ago44:22

44:22

In this episode, our guest Micah Salas talks about his book "The Business Insurance Playbook" and gives business owners invaluable advice on how to pick a good insurance agent. Don't miss this one! smarterrisk.comBy John Morlan

1
Claims Management Decoded: Insider Tips for Controlling Claims and Saving Money on Insurance with Guest Nicole Corey 29:59

1+ y ago29:59

29:59

Nicole Corey is an expert in claims management and started her career in 2001. Nicole holds numerous professional designations, including Worker's Compensation Claim Professional, Self-Insured Certificate, associate in risk management, OSHA 10, Construction Risk Insurance Specialist, and most recently, a WCIRB certification. After transitioning to …

1
Bobby Touran is changing restaurant insurance, UseRainbow.com 29:55

1+ y ago29:55

29:55

Bobby Touran is changing the restaurant insurance game through UseRainbow.com, where they are building custom insurance products for the restaurant industry and proudly using independent agents for distribution. Bobby is a serial Entrepreure, he and Broker Brett get into the restaurant industry, their shared experience in the space, new innovative …

1
OG OG Broker Brett and InsNerds buddy Pat West catch-up 39:04

1+ y ago39:04

39:04

Pulled from InsNerds - One of Broker Brett's oldest insurance buddies and an InsNerds friend from the start Pat West comes on this attachment point news roundtable to talk b atomic, their new data operations analysis offerings, AI, APIs, Insurance being a System of Systems, and more. Pat's LinkedIn: https://www.linkedin.com/in/pat-w-977501102/ b at…

1
Todd Greenbaum of Input 1 & gotoPremiumFinance chats with Broker Brett 19:44

1+ y ago19:44

19:44

Todd Greenbaum CEO of Input 1 and gotoPremiumFiance sits down with Broker Brett to talk all things insurance payments. They get into the history of the company, the trends they're seeing in the insurance landscape, consideration agencies should have when taking on tech, and where they see the industry going. Todd and Brett round out the conversatio…

1
Edwin Thompson and Broker Brett catch up 10:40

1+ y ago10:40

10:40

Edwin Thompson and Broker Brett catch up on sports, new movies, and family. They reminisce about their Jr High and Highschool times too, and talk about their family's friendships and old neighborhood buddies.By Edwin Thompson, Broker Brett, Brett Fulmer

1
SmartRick Launch with John Morlan 18:08

1+ y ago18:08

18:08

I pulled this audio over from my work on Insurance Nerds, InsNerds.com, I felt it could help all sorts of Small Businesses and wanted to share it broadly: It is not often Insurance Nerds gets to help kick off a product launch. We are excited to help John Morlan get SmarterRisk out, a solution that automates safety and risk control aimed at giving s…

1
Relaxed Retirement with Mama Fulmz 23:24

1+ y ago23:24

23:24

Broker Brett rounds out the nuclear family pods by sitting down with his Mom, Diana Fulmer, to talk about Relaxed Retirement and other fun threads. They get into tackling education at a later age with a family, yoga, the importance of getting outside walking, reading, volunteering, as well travel, and other insights on the Relaxed Retirement good l…

1
Cassidy Eden on Accounting, Entrepreneurship and Retirement Planning 32:40

3+ y ago32:40

32:40

Broker Brett sits down with Cassidy Eden to talk about Accounting, Entrepreneurship, and Retirement Planning. Cassidy is a reformed big 4 accountant that has found an inspiring blend of work, life, and entrepreneurship. She shares a really cool perspective about investing in your own future, and what it looks like to grow into your own path of fina…

1
Ryan Reott and Brett talk Coffee and Community 29:52

3+ y ago29:52

29:52

Ryan Reott and Broker Brett talk Coffee and Community, and what they see in a post COVID world. They get into their history as highschool buddies, and the importance sports had in their development as salespeople. Definitely reach out to Ryan if you want to bring a first-class experience to your employees as SoCal opens back up: ryan.reott@nespress…

1
Mike Simmons of Driveway talks Telematics with Broker Brett 27:05

3+ y ago27:05

27:05

Broker Brett sits down with Mike Simmons of Driveway to talk about Telematics and Insurance, as well as the influence smartphone are playing in rating auto insurance risks accurately. Driveway, headquartered in California with R&D operations in Israel, developed and patented the technology that enables insurers to measure and reward good driving be…

1
Building Community and Startups in OC with Jessica Acosta 31:57

3+ y ago31:57

31:57

Jessica Acosta and Broker Brett break down building community and startups in Orange County. They discuss Jessica's company, SmartSpace AI, where they're making buildings intelligent, mitigating risk, and optimizing performance. They also get into StartupGrind OC, where Jessica is helping grow startups and nurture the startup community in Orange Co…

1
RovR Products and Running, with Kyle Fulmer 26:17

3+ y ago26:17

26:17

Enter promo code "BROKERBRETT" at RovRproducts.com for 20% off their phenomenal products, legacy coolers are their main focus! Limited time only. In this episode, Broker Brett breaks down RovR Products and Ultramarathon Running, with his older brother, Kyle Fulmer. Kyle and Brett get into their professional journeys, and how they feel fortunate to …

1
RE Investing and Hustle with Fire Captain Peter McKernan 28:44

4y ago28:44

28:44

In this episode Broker Brett chats with his old buddy Peter McKernan about his journey into single-family RE Investing and becoming Fire Captain. Peter has been investing in single-family rental properties throughout Southern California over the past 12 years, with the majority of his transaction work happing in Orange County California. Peter's cu…

1
SPACs and Captives, a Perfect Marriage, with Matthew Queen 27:10

4y ago27:10

27:10

In this episode, Broker Brett breaks down why SPACs and Captives are a perfect marriage, with Matthew Queen. Matthew Queen has set up a number of Captive Insurance companies throughout the United States, and even written a book on the topic. Matthew and Brett break down why business with associated Captive insurance companies are a uniquely good ta…

1
Broker Brett introduces Ed's Auto Garage 22:18

4y ago22:18

22:18

Broker Brett introduces Ed's Auto Garage, a second podcast from Newport Beach Insurance Center, that focuses on the Automotive space. Ed Arango (LinkedIn) will be hosting this podcast, he'll be talking classic cars, there will interview with folks from the automotive industry, discussing car shows, and occasionally insurance. Ed's Auto Garage is pr…

1
From Researching APIs to Being a Broke Angel Investor 5:53

4y ago5:53

5:53

Broker Brett breaks down his journey from researching APIs and writing Blog posts to being a "Broke Angel" Investor. API is the acronym for Application Programming Interface, which is a software intermediary that allows two applications to talk to each other. Each time you use an app like Facebook, send an instant message, or check the weather on y…

1
SPACity SPAC pod (quick SPAC breakdown) 6:04

4y ago6:04

6:04

In this episode Broker Brett does a quick solo breakdown of his 2 cents on SPACs. Brett gets into the difference of pre and post-investment SPACs, why the founding team and investment thesis are important, and why it's a good time to be a large growing private company. Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please …

1
BBQ Part 2!! With Nelson Kays and Scott Engelmann 29:24

4y ago29:24

29:24

In this episode Broker Brett raps with his OG BBQ buddies, Scott Engelmann and Nelson Kays. Kelson taught Brett the ways of the Weber grill, and Scott's a phenomenal home chef that loved his Traeger Grill. They get into what they're cooking for dinner, the fun of making things happen the fly, why it's great to be able to cook awesome food for peopl…

1
Transitioning to Digital, with Gilad Shai of InsurTech LA 33:36

4y ago33:36

33:36

Broker Brett and Gilad Shai get into a wide range of topics, from digital events, to reflections on what a post COVID19 work life will look like. They also get into #LongSoCal, and the great Insurance startups in the region, and why they're bullish on the flip side of all of this. Gilad Shai is an InsurTech (Insurance Technology) Thought Leader and…

1
#LongSoCal! Neal Bloom on building a connected SoCal startup ecosystem 33:52

4y ago33:52

33:52

Broker Brett and Neal Bloom break down how they got into startups, and Neal's inspiration to become an Angel investor, and there is some really cool news from Neal at the end of the episode! Brett and Neal also get into the concept of "Long SoCal," and riff on what it might look like for SoCal startups to work together more closely. Neal Bloom help…

1
Introducing Operate, and OC startup leader Carey Ransom 31:34

4y ago31:34

31:34

We are excited to introduce Operate (website), a community of game-changing software, capital, & hands-on operators, and OC startup leader Carey Ransom (LinkedIn). Carey and Broker Brett break down the strengths and weaknesses of the OC startup community, and the transition to Operate from OC4, to extend the reach of their stellar team. Brett and C…

1
Meta Pod on Recording Podcasts! With Andrew Correll 36:24

4y ago36:24

36:24

This is a meta pod on recording podcasts! Our guest for this episode is Andrew Correll (LinkedIn), Brett and Andrew get into their first few months of creating content. Andrew has an awesome series going, the Insurance Requirements podcast, found at howyouinsurethat.com. It is about how startups have insured their companies, and what that process w…

1
Breaking down Digital Marketing and the Auto Industry 44:08

4y ago44:08

44:08

In this episode Drew Moon (LinkedIn), Broker Brett (LinkedIn), and Ed Arango (LinkedIn) break down Digital Marketing and the Auto Industry. Drew Moon and his Marketing agency DIGITALCLIQ are based in Orange County CA, they work with all types of companies, but have a nice niche in the auto space. Ed Arango loves the auto space, building cars, and i…

1
Combining Tech and Classic Offerings, FORESIGHT Insurance 26:43

4y ago26:43

26:43

In this episode Broker Brett (LinkedIn) and Michael Bibeau (LinkedIn) breakdown how Foresight Insurance is changing the Workers Comp game by including tech and safety services that help drive down Workers Comp costs in some of the riskiest industries. Foresight Insurance covers Construction, Manufacturing (light and heavy), Agriculture and Logistic…

1
Surrogacy Law, Sports, and The OC 22:19

4y ago22:19

22:19

Broker Brett (LinkedIn) sits down with one of his oldest friends, Rusty Werts (LinkedIn), to talk all things Surrogacy Law, Sports, and growing up in Orange County. They get into some of the dynamics of surrogacy, and why the legal system in California works the way it does in regards to the need. They discuss their favorite sports teams, playing s…

1
Insuring a tech startup with Austin based experts 24:07

4y ago24:07

24:07

In this episode, Broker Brett speaks with Andrew Correll of the Insurance Requirments podcast and David Perez of Lumen Insurance about insuring tech startups, and they discuss Austin Texas becoming the new San Francisco!! This podcast was originally recorded for the Insurance Nerds, a community-generated insurance industry platform that Brett Fulme…

1
Ed and Brett Meet with Their Attorney, Ep 20!! 24:14

4y ago24:14

24:14

Broker Brett and Ed Arango break down their business launch with their attorney, Anthony Dispoto, Esq. They get into the highs and lows of starting a small business, the challenge of doing so without in-person networking, as well as their business structure and the logic behind it. Thank you to everyone who has listened so far! It's been a fun wild…

1
Human Capital problem solving wizard Grant Cain 33:10

4y ago33:10

33:10

Grant Cain and Broker Brett break down the Orange County workforce landscape, HR solutions, technology, and the opportunities they're seeing today. Both Grant and Brett have years of sales experience around OC, and give a great candid breakdown of the local small business dynamics. Grant and Brett get into the highly varied landscape that ins SoCal…

1
Timothy Li on FinTech + the OC as a startup scene 25:47

4y ago25:47

25:47

Timothy Li and Broker Brett (LinkedIn) break down FinTech, the OC startup scene, and the use of tech for the more efficient transfer of data. They get into the startups that are coming out out of Orange County, InsurTech and FinTech, as well as what it might look like to live as a well-rounded person. Timothy Li is the Founder of Alchemy, a turnkey…

1
COVID & City Services with Taylor Samuelson 26:26

4y ago26:26

26:26

Broker Brett and Taylor Samuelson break down the effects of COVID on city budgets, how they might respond, and the unique ways some communities are meeting the challenge. Taylor is a consultant with Athenian Partners LLC, a city government consulting firm, he previously held multiple jobs for the City of Laguna. linkedin.com/in/TaylorSamuelson bret…

1
Bonus Sales Episode with my Pops! CF 29:36

4y ago29:36

29:36

My Dad Craig Fulmer and I break down sales, sports, gambling, grilling, and golf. We get into some of the backstories of our family, we talk about my amazing mother, and some great fundamental life rules to live by. Please visit Newport Beach Insurance Center for and insurance needs, California, Texas and Florida Personal Lines, and Life and Commer…

1
Introducing my Business Partner Ed Arango 30:30

4y ago30:30

30:30

In this episode, Edward Arango and I break down the philosophy behind the insurance agency we're building, Newport Beach Insurance Center. Our goal is to be conservative when it comes to business fundamentals and customer service, and aggressive when it comes to utilizing technology for our clients. Ed and I get into the dynamics of his 25+ years o…

1
Building Tech Globally with James Benham 32:29

4y ago32:29

32:29

In this episode, James Benham and Broker Brett break down James's bootstrapped path to building a JBKnowlege, a global SaaS company that's focused on Insurance and Construction. James also tells the story of his first startup exit too, SmartBid (smartbid.co), and his current product companies, TerraClaim and SmartCompliance. TerraClaim and SmartCom…

1
Edward Halsey on digital transformation and the US (being from the UK) 28:55

4y ago28:55

28:55

Broker Brett and Edward Halsey break down Ed's consultancy Evermore Digital, which focuses on technology transformation that maximizes revenue opportunities, reduces operational inefficiency, and attracts customers. Most clients around the insurance space. Ed and Brett also get into the ins and out of legacy systems, and why change can be so hard. …

1
Real Estate Tech at Its Finest, GetDigsy.com 35:15

4y ago35:15

35:15

Andrew Bermudez, the CEO and Co-Founder of GetDigsy, breaks down the future of Commercial RE with Broker Brett. They get into Andrew's roots in the Commercial Real Estate industry, how it helped him overcome his shyness, and the gap in the market he's filling by building an open Commercial Real Estate platform. Andrew also gets into his roots and c…

1
The Product Journey of RovR products with Tom DeFrancia 31:15

4y ago31:15

31:15

Enter promo code "BROKERBRETT" at RovRproducts.com for 20% off their phenomenal product, legacy coolers are their main focus! Limited time only. Tom DeFrancia of RovR Products breaks down his 10-year product journey, and the last few years since launching with Broker Brett. They also talk about Brett's brother Kyle, and his impact at the RovR. Tom …

1
The Power of Podcasting with Chris Decker 34:22

4y ago34:22

34:22

Broker Brett and Christopher Decker get into the backstory of them being connected around the OC startup scene, how Chris ended up in Orange County, and his impact on the OC startup ecosystem. Brett and Chris also discuss Salescast.co, a platform Chris has Founded, to help Entrepreneurs and Sales Leaders connect with their ideal clients, and what t…

1
A Journey to Wealth Management Advising with Cary Facer 28:57

4y ago28:57

28:57

Cary Facer breaks down his journey into his career as a Wealth Advisor, the attrition of the Finacial Planning industry, and the value of a good business Partner. They also get into our current COVID environment, building rapport digitally, and what classic business-building techniques would be. Cary and Brett cover the value of looking forward 3, …

1
Bill Ray BBQ talk, and virtual football camps in COVID 23:17

4y ago23:17

23:17

In this episode Broker Brett and Billy Ray nerd out on BBQ, tips and tricks, stories of how they got going and what they're cooking now. Brett and Bill also talk COVID's effects on highschool football coaching, and what it's been like to hold virtual camps. They get into the nimbleness and flexibility you need to solve problems today, and how there…

1
Truly Knowing Your Organization with Juan Garcia 27:25

4+ y ago27:25

27:25

In this episode, Juan Garcia of SABAC Ventures breaks down the power of truly knowing your organization through surveys and reports, especially in our new Work From Home transition. These reports provide invaluable incites in today's ever-changing business landscape. SABAC Ventures uses the following tools to truly understand organizational dynamic…

1
The Journey of a True Salesman and Entrepreneur, Martin Pacheco's story 20:28

4+ y ago20:28

20:28

Martin Pacheco (LinkedIn) breaks down his journey from Florida, to CA law school, and eventually sales and entrepreneurship. We talked through his early sales experiences, hustling, asking, getting to decision-makers, as well as his current role that he's loving at Civic Financial. We got into the upside of having the Broker Brews clan too, friends…

1
How OC hospitality is handling COVID with Jill Cook 14:00

4+ y ago14:00

14:00

Jill Cook of Bow & Arrow Public Relations and Broker Brett break down how the OC hospitality is handling COVID. They get into Heritage BBQ's game-changing new smoked meat set up in San Juan Capistrano, and their determination to make things happen online as they open during COVID. They also talk about their old friends at Kelly's Korner Tavern in P…

1
Sales, Small Business, and Self-Funded StartUp talk with Jordan Goodman 29:43

4+ y ago29:43

29:43

Brett Fulmer and Jordan Goodman talk about finding a specialty, trusting good people, as well as Jordan's brokerage and startup. Jordan Goodman is the CEO of Goodman Insurance and the CFO TotalCSR. Brett and Jordan get into the value of building connections without an ask, and the trials and tribulations of new ventures. Brett also gets into his st…

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