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Ep. 270: Simplify Insurance Submissions For Your Clients

May 24, 2022

Shownotes Jason Keck is the CEO & Co-Founder of Broker Buddha, a platform that helps agents streamline the customer experience and operations. The platform has various tools that let you automate tasks, send forms with pre-loaded information, and reduce administrative steps. Jason has over 20 years of experience in technological entrepreneurship, which he credits to …

Listen NowEp. 270: Simplify Insurance Submissions For Your Clients

Ep. 269: Injecting Joy & Humor into Your Work Life

May 17, 2022

Shownotes Natasha Pearl Hansen is a comedian, creator, and Guru at GloveBox, an insurance platform solution designed for independent agents to maximize scalability. In addition to working as a Guru at GloveBox, Natasha is a certified comedian and actor with extensive experience in stand-up and directing shows. Natasha used the date of her canceled wedding …

Listen NowEp. 269: Injecting Joy & Humor into Your Work Life

Ep. 268: Using big data & AI to Improve Loss Ratios

May 10, 2022

Shownotes Andrew Yeoman is the Chief Executive Officer & Co-Founder of Concirrus, an insurance software company based in London that provides a platform that empowers underwriters and brokers with insights and rating factors through AI. The platform works primarily by interpreting behavioral data from predictive models, which can outperform traditional risk assessment and underwriting techniques. …

Listen NowEp. 268: Using big data & AI to Improve Loss Ratios

Ep. 267: How’s Your Financial Wellness?

May 3, 2022

Shownotes Tony Steuer is a financial preparedness advocate, podcaster, and Paperwork’s Head Financial Wellness Advocate. Paperwork is a holistic financial wellness solution app that helps you organize and take control of your financial life in the easiest way possible. Tony advises the Paperwork team on all things related to financial wellness content and strategy, and …

Listen NowEp. 267: How’s Your Financial Wellness?

Ep. 266: Income Protection for All

April 26, 2022

Shownotes Hadi Radwan is a serial entrepreneur, venture builder, and insurtech expert. He is the co-founder of Asteya, an insurance company that aims to make income insurance accessible to everyone regardless of gender, income, or age. Hadi has over 15 years of experience in managing, creating, and developing growth strategies for start-ups and large organizations. …

Listen NowEp. 266: Income Protection for All

Ep. 265: Using Big Data, IoT & Blockchain in Your Digital Transformation

April 19, 2022

Shownotes Rao Tadepalli is the Founder & CEO of DigiTran, an InsurTech company that specializes in digital transformation. They help insurance companies innovate their legacy systems to digital and emerging technologies. Rao has over 30 years of experience working in insurance and has held executive positions since 1992. Rao also has extensive experience in core …

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Ep. 264: The Importance of Accurate Industry Classification

April 12, 2022

Shownotes Alan Ringvald is the CEO at Relativity6, a company that offers accurate and fast industry classification through automated 6-digit NAICS codes and company checks. They also provide services that let businesses predict customer behavior accurately. Before founding Relativity6, Alan founded 3 other companies and was also part of Google’s partnerships team focused on monetization …

Listen NowEp. 264: The Importance of Accurate Industry Classification

Ep. 263: Opening the C-Suite to Women

April 5, 2022

Shownotes Brett Ashley McKenzie is the Senior Communications Manager at Foresight Commercial Insurance, the first InsurTech company specializing in commercial coverage with a focus on the middle market. Before signing with Foresight in 2021, Brett worked for John Kerry during his presidential run in 2004, as a contributing blogger to The Huffington Post, and managed …

Listen NowEp. 263: Opening the C-Suite to Women

Ep. 262: How to Successfully Implement a Service Oriented Architecture

March 29, 2022

Shownotes Rudi Steyn is the Chief Technology Officer (CTO) at CoTé Software & Solutions, a tech company that offers management SaaS solutions for all industries. Their main office is in Australia, but they also have offices in the US and Singapore. As CTO, Rudi sets the roadmap for its various services and assists in its …

Listen NowEp. 262: How to Successfully Implement a Service Oriented Architecture

Ep. 261: Hidden Liabilities Affiliated with Cyber Crime

March 22, 2022

Shownotes Megan North is the Vice President of the AmWINS Group, the country’s largest distributor of specialty insurance products and services. With the current rise of cybercrimes and cybersecurity risks, Megan specializes in analyzing and providing cybersecurity solutions tailored to your organization’s needs. She earned her MBA at the University of Mississippi and is a …

Listen NowEp. 261: Hidden Liabilities Affiliated with Cyber Crime

Ep. 260: Strategic Planning & the Role of Financial Modeling

March 15, 2022

Shownotes Ian Schnoor is the President & Founder of the Financial Modeling Institute. FMI provides products and services to financial modelers, but they’re mostly known for administering three levels of financial modeling certifications. With over 20 years of experience in the financial industry, Ian specializes in financial modeling, valuation, and asset management, among other skills. …

Listen NowEp. 260: Strategic Planning & the Role of Financial Modeling

Ep. 259: Zendrive: Auto Insurance Reimagined

March 8, 2022

Shownotes Jonathan Matus is the Founder & CEO of Zendrive, an auto insurance company that integrates data analytics and AI, providing insurance solutions towards a future where driving and phone use are ubiquitous. He holds over 35 patents and contributed to today’s Android and the Facebook mobile app. As the leader of an insurtech company, …

Listen NowEp. 259: Zendrive: Auto Insurance Reimagined

Ep. 258: The Epidemic of Ghosting in the Hiring Process

March 1, 2022

Shownotes Natassia Matin is the Founder and CEO of Digital Talent Sherpas, a recruiting firm that helps insurance companies find the right talent for their current and long-term goals. They have a pool of commercial wholesale insurance brokers, account executives, brokerages, and inside brokers. Natassia is also the company’s Talent Sherpa, responsible for streamlining systems …

Listen NowEp. 258: The Epidemic of Ghosting in the Hiring Process

Ep. 257: Increasing Agencies’ Revenue with Intuitive Software

February 22, 2022

Shownotes Luis Pino is the CEO & Founder at Agentero, a company that seeks to empower independent insurance agents with their intelligent and intuitive insurance ecosystem and tools. Luis founded Agentero with the intent of supercharging agents with technology, instead of having it replace them. Before founding Agentero, Luis was part of CoverWallet, a company …

Listen NowEp. 257: Increasing Agencies’ Revenue with Intuitive Software

Ep. 256: Insurance Education & Awareness in Africa

February 15, 2022

Shownotes Judith Pila is an insurance expert, insurance blog writer, and the founder of Insure Africa. Insure Africa is a Nigerian company driving insurance inclusion through literacy, education and awareness across Africa. As the founder, Judith is in charge of leading the company’s strategic plans and their insurtech integration and innovation. Judith is also one …

Listen NowEp. 256: Insurance Education & Awareness in Africa

Ep. 255: Optimity: The App to Improve Your Health & Financial Wellness

February 8, 2022

Shownotes Jane Wang is the CEO of Optimity, an insurtech company that aims to enrich its clients’ health and wealth knowledge through evidence-based behavioral science and gamification. The Optimity app uses micro-learning quizzes that make learning a fun and engaging experience. With over 17 years of professional experience, Jane is an expert in research and …

Listen NowEp. 255: Optimity: The App to Improve Your Health & Financial Wellness
Ep. 254: In Need of a Project Rescue?

Ep. 254: In need of a Project Rescue?

February 1, 2022

Shownotes Timothy Partasevitch is the Chief Growth Officer at SMART IT, a custom software and web development company in Minsk, Belarus. The company provides highly customized services tailored for every client, including application development and product engineering services. Timothy is also an expert in digital marketing, providing strategies and consulting for clients in various industries, …

Listen NowEp. 254: In need of a Project Rescue?

Ep. 253: Love 2 Lead

January 25, 2022

Shownotes Aaron Mikulsky is the CEO of Love 2 Lead Consulting Services, a business that supports industry leaders in being more effective in their roles while having a more fulfilling career. He is the author of the book L.O.V.E. 2 Lead: A Journey of Self-Reflection, Significance, and Servant Leadership, where he writes about servant leadership …

Listen NowEp. 253: Love 2 Lead

Ep. 252: Client Retention Starts with Claims Experience

January 18, 2022

Shownotes John Bachmann is the Vice President of Client Relations at Norwood Insurance Agency, a full-service independent insurance agency serving individuals, families, and businesses since 1868. John’s role as Vice President is to ensure clients and their respective adjusters are adequately protected and served. He is also the author of the recently published book Successful …

Listen NowEp. 252: Client Retention Starts with Claims Experience

Ep. 251: Enhancing Advisors’ Digital Experiences

January 11, 2022

Shownotes Rahim Rajpar is the CMO & Co-Founder of Plum Life, a company that provides insurance advisors with an innovative platform fitted with tools and other resources to simplify the process of selling insurance. The platform seamlessly integrates everything involved in a transaction, from quoting to application to issue. Plum Life was born in the …

Listen NowEp. 251: Enhancing Advisors’ Digital Experiences

Ep. 250: What’s Your Financial Intelligence?

January 4, 2022

Shownotes Henry Daas is a Personal Finance Coach, Realtor, and Serial Entrepreneur. He is the author of the book FQ: Financial Intelligence, where he writes about every aspect of managing your personal finances and shares over 40 years of investing and spending wisdom. As a finance coach, Henry teaches clients to have more confidence in …

Listen NowEp. 250: What’s Your Financial Intelligence?

Ep. 249: Why Use An M&A Advisor When Selling

December 28, 2021

Shownotes Michael Mensch is the President of Agency Brokerage Consultants, an experienced consulting firm that provides service to those looking to acquire or sell insurance agencies across the United States. Their services include agency market valuations, M&A consulting, and agency sale brokerage. Michael has aided in over 200 M&A transactions and over 1,200 valuations of …

Listen NowEp. 249: Why Use An M&A Advisor When Selling

Ep. 248: Using Operational Sales Data to Gain Customer Insight

December 21, 2021

Shownotes Matt Essick is the Chief Marketing Officer at Ensight, a tech company that offers SaaS-based sales acceleration solutions that allow the selling of annuities and insurance to be more profitable, more straightforward, and visually appealing. As CMO, Matt’s responsibilities include overseeing its planning, development, and execution of strategies that drive value towards their customers …

Listen NowEp. 248: Using Operational Sales Data to Gain Customer Insight

Ep. 247: Agency Benefits of IT Managed Services

December 14, 2021

Shownotes Brad Ruben is the President of Archway Computer, an IT service provider that explicitly markets to insurance agencies. They offer services that streamline and automate your agency’s everyday tasks and provide solutions against cybersecurity threats. Brad has over 30 years of experience in insurance computer technology and has developed a new approach to preventive …

Listen NowEp. 247: Agency Benefits of IT Managed Services
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