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Insurance Conversations in Black & White: Creating Diversity in the Next Gen of Insurance Professionals

July 16, 2020

Shownotes On this Spot on Insurance bonus episode we talk to three professors:  C. W. Copeland, Ph.D. is the President of the Financial Planning Division of the National Financial Group.  Dr. Copeland is also an Adjunct Professor of Insurance at The American College of Financial Services, an Adjunct Professor at the College for Financial Planning, …

Read moreInsurance Conversations in Black & White: Creating Diversity in the Next Gen of Insurance Professionals

Ep. 163: Leveraging Technology to Monetize Your License

May 5, 2020

Shownotes Adam Michaels is an entrepreneur and founder of Enrollify, a platform that aims to solve problems faced by consultants, brokers, and enrollment firms in converting cost containment strategies into results. Equipped with over 25 years of experience, he realized that you don’t need to sell to succeed, but educate instead. He believes leaders should …

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Ep.156: From Economics Major To Compliance Manager

March 17, 2020

Shownotes Safiya Reid is the Reporting Compliance Manager at PURE Insurance, a member-owned insurer and specialist group of companies. Before her work at PURE, Safiya served as the Director of Plaza Research, where she managed qualitative research projects, established and implemented procedures, and assisted in doubling the projected revenue for the company within the first …

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Ep. 155: Zero to Ferrari in 5 Years: The Ride from College to Agency Owner

March 10, 2020

Shownotes Zain Hasan is the Managing Director of Risk Strategies, a brokerage that provides risk management consultancy and insurance services. Zain is a serial entrepreneur and an expert in employee benefits. His success is attributed to his passion for fixing the broken healthcare system that is deeply embedded in the health insurance brokerage industry. As …

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Ep. 154: Employee Benefits Quoting Made Easy, Efficient & Sleek

March 3, 2020

Shownotes Jason Andrew is the CEO of Limelight Health, a company that helps insurance providers automate and streamline sales through their platform. He has over 20 years of experience in executive management and leadership and was named one of 30 innovators to watch in 2019. Before founding Limelight, Jason held vice president and CEO positions …

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Ep. 153: Do You Have a Cyber Coach?

February 25, 2020

Shownotes Kirsten Bay is the CEO of Cysurance, a company that provides affordable cyber insurance to small businesses and their partners. They cover any form of cybercrime, from privacy breaches and identity theft to system damages. Kirsten has over 25 years of experience in risk intelligence, policy expertise, and information management. Some of her notable …

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