Spot On Insurance
Shownotes Colby Tunick is the CEO and Founder of ReFocus AI, an enterprise sales platform for insurance professionals powered by artificial intelligence. ReFocus AI provides solutions that boost sales by using machine learning to analyze and understand data better than any human. Before founding ReFocus AI, Colby was also the Training Coordinator at the California …
Shownotes Ursula Merten is the Director of Insurance Strategy & Information at omni:us, a company that utilizes AI for cognitive claims management. As Director, she helps property and casualty insurance companies better understand the data they receive from clients and find ways to automate workflows in their organization. Ursula is also a self-described insurance nerd …
Shownotes Lindsay Corran is the Creative Director at GeoVera, an insurance company that markets to catastrophe-exposed properties and areas focusing on earthquakes. As Creative Director, Lindsay is tasked to align creative vision with their company’s business strategies, especially for property and casualty insurance brands. Lindsay’s been with GeoVera for almost 22 years (since 1999), but …
Shownotes Dustyne Bryant is an independent insurance agent advocate and licensed insurance agent. She is the Personal Lines Academic Director for The National Alliance for Insurance Education & Research, one of the country’s best sources of continuing education credits for insurance and risk management professionals. Dustyne is also the host of the Awkward Insurance podcast, …
Shownotes Erik Mitisek is the CEO of Highwing, the first open data platform for commercial insurance. They provide brokers new and innovative tools that can improve the process while enhancing the customer experience. Erik is also the host of the Zoom Into Insurance podcast, a show that brings insurance professionals together to discuss the many …
Shownotes Kenny Urbania is the CEO of The Agency Collective, a company that helps various insurance agents become new independent agencies. Their services include access to educational tools, lead conversion training, and customer retention strategies. Kenny has over 25 years of experience as an agent, starting his career as a scratch agent. He also established …
Shownotes John Wales is the General Manager of CoverWallet for Agents, a product offered by CoverWallet. CoverWallet is the easiest way for a business to manage, buy, and understand commercial insurance. John has over 20 years of experience in the financial and insurance industry, with milestones including starting and growing companies to multi-million dollar valuations. …
Shownotes Nestor Solari is the Co-Founder and CEO of Sigo Seguros, an inclusive car insurance provider that primarily serves immigrants and other working-class populations who can’t purchase traditional auto insurance. The company seeks to extend a helping hand to those whose financial metrics aren’t seen as ideal by most insurance industries. Nestor believes the market …
Shownotes Russ Krajec is the CEO of BlueIron, a company that gives startups and small businesses the financing they need for anything patent-related. The goal is to help their clients enforce their intellectual property and build a strong portfolio. Russ is considered one of the best when it comes to patents. He has personally authored …
Shownotes Daven Michaels is the CEO of 123Employee, a world leader in business outsourcing that provides small and large companies with virtual assistants from the Philippines. Their virtual assistants are trained to be the best in social media, internet marketing, telemarketing, and customer service. Daven specializes in business strategy consulting, marketing solutions, and social media …
Shownotes Dennis Logan Jr. is Cyber Safety Architects’ Chief Architect. Cyber Safety Architects (CSA) is an independent cyber insurance agency. Just as their name implies, Dennis and his team specialize in cybersecurity and cyber coverage. They don’t just offer cyber insurance, but also analyze business exposures and educate organizations on how to prevent an attack …
Shownotes Jennifer DeFrenza is the Vice President of Marketing at Surex, an online insurance company based in Ontario, Canada. As Vice President of Marketing, she is responsible for employing, developing, and overseeing the company’s many marketing initiatives. She helps Surex achieve their short and long-term goals, improving their brand awareness, and executing marketing strategies for …
Shownotes Matthew “Matt” Bruno is the Chief Operating Officer at ReSource Pro, a staffing company that caters specifically to organizations in the insurance industry. Their main office is in New York, but they have satellite offices in India and China. As Chief Operating Officer, Matt directs, coordinates, and administers the company’s operations and activities globally. …
Shownotes Dan Maher is the Executive Director at Excess Line Association New York (ELANY), a non-profit industry advisory association. The services of ELANY are focused on helping their clients stay compliant with excess line law. Lorenzo Houston is the Tax Compliance Manager at ILSA, where he is responsible for compiling and reviewing tax returns on …
Shownotes Aaron Steffey is the Co-Founder and Director of Sales and Marketing at Propeller Bonds—a company with a goal to simplify, automate, and distribute insurance products for clients more efficiently and effectively. The company’s current focus is on the surety bond market in the USA, which is worth over $6 billion. As Director of Sales …
Shownotes Bryan Falchuk is an Insurance & InsurTech Advisor, Speaker, Leadership Coach, and Best-Selling Author. He is the Founder and Managing Partner of Insurance Evolution Partners, a consultancy that helps insurance companies innovate and evolve during times of disruption. He is the author of The Future of Insurance Volume 1 and Volume 2, where he …
Shownotes Sabrina Slater and Tameika Johnson are core members of ILSA, and both have been with us for over 13 years. Sabrina is the Annuals and Corporates Manager responsible for registration submissions with the Secretary of State and Department of Revenue. Sabrina holds a SILA Associate Designation, a certification earned after undergoing professional development courses …
Shownotes Jennifer Morrison is the Project Director for Nova Mutual, an insurance company in Ontario that provides agriculture, auto, commercial/business, and home insurance. As Project Director, Jennifer is responsible for developing and implementing innovative solutions while retaining customer empathy. She is a self-proclaimed property and casualty insurance geek specializing in producing collaborations between technology and …
Shownotes Adi Kaimowitz is the President and CEO of Virtual Actuary, a company that aims to lead the future of work by disrupting the traditional approach to hiring in-house actuaries. They promise to match or exceed quality levels of fixed staff, all the while reducing costs. Adi has over ten years of experience in the …
Shownotes Laura Adams is a personal finance and business expert, author, speaker, and podcast host. As a finance expert, she specializes in personal finance and small business management, retirement, debt, credit, and money management. She is the author of Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers, where she talks about riding …
Shownotes Heath Shearon is the self-proclaimed Mayor of Insurance Town and host of the Insurance Town Podcast, a platform where he shares the wisdom he obtained from being part of the industry over the years. He occasionally has guests on his show, especially people he has previously worked with or got to know throughout his …
Shownotes Andrew Stotz is the Co-Founder and CEO of A.Stotz Investment Research, a company that provides services to reduce investment research costs and help with their existing stock portfolios and asset relocation strategies. He is the host of the My Worst Investment Ever podcast, a show where he interviews successful business owners and investors and …
Shownotes Shannell Chibueze is the Chair of the Diversity, Equity, and Inclusion Council at Woodruff-Sawyer, one of the country’s largest insurance brokerage and consulting firms. Woodruff-Sawyer provides customized programs and coverage based on your profile and your business through services like risk management in property, surety, management liability, casualty, and cyber liability. Shannell provides tailored …
Shownotes Patrick Kelahan is a Building and Insurance Consultant at H2M, a company that provides multi-disciplinary consulting and design services focusing on engineering, architectural, and environmental challenges. He specializes in insurance claims and consultations for those in the InsurTech industry, including insurtech startups. He is also experienced in property insurance appraisal, staff training, and regulatory …
