Tony chats with Adam Chadroff, Principal Insurance at Equal Ventures about the upcoming Insurance Capital Summit coming up in NYC on May 8th Adam Chadroff: https://www.linkedin.com/in/adam-chadroff/ Insurance Capital Summit: https://www.ics.equal.vc/ Video Version: https://youtu.be/PDG0yolbdesBy Insurance Nerds

Tony chats with CJ Hutsenger, Co-Founder at Referral Radar, an incredible new tools built for insurance agents, by insurance agents, helping them find referral partners. Not just referral partners, but the right referral partners. Every real estate agent and mortgage broker talks a big game on instagram and facebook, they kind of have to, but that'…

Christian Brindle, CEO of Seven Figures Medicare Training, Lead Heroes, Hire Heroes, and the Seven Figure Medicare Summit. They help medicare focused agencies in all sorts of ways. Started with his own agency, and then growing by helping other agencies. Seven Figure Medicare Training provides training and a giant facebook group. Then they merged wi…

Tony chats with Rashmi Melgiri, Co-Founder and CEO at Functional Finance, an automated finops platform for the P&C industry. They simplify and unify all things related to financial management for insurance companies. Insurance is full of manual reconciliation processes, but it doesn't have to be! Rashmi Melgiri: https://www.linkedin.com/in/melgiri/…

Tony chats with Amelia Fitch and Jennifer Chase about The Society of Insurance Research (SIR) and their upcomming Annual Conference May 4-6th in Chicago, IL. I had never heard of SIR and I'm so excited to learn about this organization. Whether you're "big R" Research (with the word in your job title) or "little r" research (the kind we all do), if …

Tony chats with Jim Sorebo, Positivity Warrior, Author & Speaker about his life and his new book "Positivity Warrior: Strength through sorrow. How a positive outlook can heal, inspire, and change your life." This is a wonderful and inspiring episode about Jim's difficult journey and how he turned it into a force for good. A cannot miss episode! Jim…

Tony chats with Tom Wetzel, President of Thomas H. Wetzel and Associates. Tom educates agents on how AI can help operate their agencies more efficiently and also on the cybercrime threat that comes with it. Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/ Video Version: https://youtu.be/bSCQU9QiMZI…

Tony chats with Travis Pine and Justin Waters at Solstice Innovations, originally coming from the Flood space, they have developed a complete insurance technology ecosystem for Flood, Homeowners, and all other P&C lines. A one-stop shop, holistic system that handles policy billing, underwriting, claims, documents, etc. A very robust and highly conf…

Tony chats with Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants. Somil is a creative P&C actuary specializing in helping create new MGAs. I learned a lot about what actuaries do, how MGAs work, and how new technology has enabled the creation of so many new MGAs. Somil Jain: https://www.linkedin.com/in/somiljainconsulti…

Tony chats with Dan Schuleman, Co-Founder and CEO at Qumis, an AI platform built by experts for experts that helps read and interpret insurance policies. Dan was an insurance coverage attorney frustrated by how manual the process was so we built the tool he wish existed when he started. Dan Schuleman: https://www.linkedin.com/in/danielschuleman/ Qu…

Tony chats with Risa Ryan, Founder and CEO at UnRetire, a platform that connects companies in the insurance industry that has project work needing to get done, with retirees with valuable experience who want to stay active. Risa Ryan: https://www.linkedin.com/in/risa-ryan-8b653417/ UnRetire: https://unretire.io/ Video Version: https://youtu.be/mTxo…

Tony chats with Abdul Yusuf, CEO and Co-Founder at EyeFootage. They are building a marketplace where claims adjusters and attorneys can buy videos of car accidents they are working on settling. In a world filling up with cameras, many accidents are caught on camera, but they were not easily accessible before EyeFootage came around. Abdul Yusuf: htt…

Tony chats with Todd Schuchart, Founder at Razor Ridge Leads, they started as a life insurance leads company and has grown into a done-for-you leads program that can manage your entire leads program. They also offer a CRM with conversational AI tools to help them nurture their leads. Their leads are exclusive and SMS verified. They also don't resel…

Tony chats with Alexis Vaughn, Author of "Insurance Distribution of the Future". Alexis brings her extensive experience in multiple areas of insurance and has put it into her new book. The book is an interactive guide for agents and brokers, new insurtech founders, people new to the industry, and industry professionals wanting to learn more about w…

Tony chats with Stephanie Mier PIR, Chief Insurance Officer at ServiceUp, an all-in-one digital platform for all things auto repair, from fleet to consumers and everything in between. Their focus is decreasing cycle time and severity when it comes to auto claims. ServiceUp holds your insured's hand through the repair process, with 24/7 updates and …

Kevin May, Chief Strategy Officer at GIGAFORCE, a technology company focused on reimagining the subrogation workforce, which also affects the claims workforce. They can help in everything from identifying losses with subro potential at FNOL all the way through the process. I learned a LOT about subro in this conversation. Kevin May: https://www.lin…

Tony chats with James Benham, CEO & Co-Founder at Terra, they are a next-generation cloud-native AI-enabled claims and policy core platform for work comp first organizations. They pride themselves with being far easier to use, far easier to sign up, far easier to set up than the competition. This was a fascinating conversation about core systems th…

Cyrus Jaffery, Founder and CEO at Quotamation, built by insurance agents for insurance agents, they built a tool to make it easy for consumers and agents to do home and auto quotes within 60 seconds. It makes everybody's life much easier when quoting home and auto with a beautiful UI. Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-0284036…

Tony chats about Chris Luiz, CEO at Scout Insurtech, it started as Insurtech Ohio and has now grown into a fantastic community for carriers, brokers and agencies to find the talent, services and/or technology they need to sustain their impact on the insurance industry. We chat about why the Scout Insurtech events are different and why you should ge…

Tony chats with Jon Kelly, CEO at Modern Metric, they serve large national brokers in personal lines. Their core product Discover, takes an insurance agent from data discovery, to quoting, to a fully customized finished proposal ready to send to the client. Jon Kelly: https://www.linkedin.com/in/jonkelly/ Modern Metric: https://www.modernmetric.com…

Tony chats with Elan Nyer, Co-Founder and CEO at Ownli, a platform that helps P&C insurers better engage with their policyholders and prospects, increasing engagement and reducing premium leakage. They empower individuals to capture and control their data and transparently share it with the business. It's a really refreshing approach because the in…

Tony chats with Joe Ems PIR, Co-Founder and Director of Sales at Sembley, a modern cloud-based platform that streamlines insurance submissions and renewals with simple intakes that populate right into the Acord. Joe Ems: https://www.linkedin.com/in/joseph-g-ems-340813123/ Sembley: https://sembley.com/ Video Version: https://youtu.be/oCWgg9nNEr4…

Tony chats with Tyler Jensen, President at The Top Performance Group, a professional development platform that helps business owners overcome fear, complacency, the feeling of being overwhelmed, and burnout. They help you achieve top performance and satisfaction in your life and business. Tyler came from running an agency and then being a carrier m…

Tony chats with Cheryl Koch, CEO of Agency Management Resource Group, announcing the launch of their improved Ultimate Account Manager program. This training teaches Account Managers the Caught Up Workflow Management system which helps them get caught on their pending and NEVER fall behind, all without going insane or working crazy hours. How would…

Tony chats with Jenn Knight, Co-Founder and CTO at AgentSync. This is an update episode, her co-founder Niji was on ep. 342. AgentSync started in 2018 with the focus of helping US agents and agencies onboarded and get their licensing in order and streamlined. They started with a strong compliance focus and now have grown to also have a strong focus…

In this episode of Profiles in Risk - Nick spoke with Matthew Queen co-founder and COO of Tricura, an MGA specializing in liability risks for skilled nursing facilities. About the Guest - Company: Tricura - Focus: Managing General Agent (MGA) in the insurance industry - Expertise: Skilled nursing facilities and specialized risk management Key Topic…

Tony chats with Josh Riley, Co-Founder and Managing Director at Upfort, a leading platform for cyber security and insurance that provides holistic protection from evolving cyber threats. They do proactive loss control for your cyber insurance portfolio and lower your loss ratio. Josh Riley: https://www.linkedin.com/in/joshrileyins/ UpFort: https://…

Tony chats with Brennen Grone, EVP of Sales at Rainbow; they are a vertically focused MGA known for specializing in restaurants and are excited to announce new verticals today. They are not a bind or decline platform, they have top-of-the-line technology upfront and real underwriters on the background to help agents win in the gray areas. They are …

Tony chats with Tyler Amundsen, CEO at LightDoc, a technology platform built for commercial insurance brokers to help them improve retention, save time, and focus on higher-value account management tasks. It allows agencies and brokers to unlock the data they're sitting on and make the most of AI agentic workflows. It allows Account Managers to do …

Tony chats with Greg Purdy, CEO at Rival Insurance Technology, they offer a broker product, an MGA product, and a quoting product. RPM, the Rival Platform and Marketplace, launched last July as an AI-first platform that has no menus. It allows the user to interact with the software conversationally. RPM sits on top of your AMS/BMS. They do also off…

Tony chats with Eliron Ekstein, CEO at Ravin.AI, they have built a platform that combines AI-assisted image capture technology that helps insureds get the right photos of their auto accident. It also helps prevent fraud. The platform uses AI to assess the repairs needed for that vehicle. Eliron Ekstein: https://www.linkedin.com/in/eliron-ekstein-41…

Tony chats with John Harvey, Founder and CEO at CrashBay, they are a digital marketplace for collision repair. Basically, it's an Expedia for auto-collision repair. Their mission is to connect car owners and carriers with trusted repair shops in a digital marketplace. They can significantly lower the number of days it takes to get a car repaired by…

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized…

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized…

Tony chats with Richard Spradley, Founder and CEO and Richard Spradley, SVP Insurance at Whooster. Originally developed for criminal investigations, Whooster is a sophisticated case management platform that allows the user to measure the risk of a situation they're associated with from open-source intelligence and their own data. It's used in claim…

Tony chats with Timon Gregg, Co-Founder at Strala, they are a new AI TPA. They built their own Claims Management System from the ground up with the latest technology to automate a lot of the mundane work that adjusters deal with daily, creating a better customer experience and a better work experience. Timon Gregg: https://www.linkedin.com/in/timon…

Tony chats with Oscar Garza, CEO of Journey Sports and President of Mexican Insurtech Association and VP of the Latin American Insurtech Alliance about insurtch in Latin America. Oscar Garza: https://www.linkedin.com/in/oeglp/ Associación Insurtech de Mexico: https://asociacioninsurtech.mx/ Video Version:…

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…