Broker Buddha

The Enlightened Agent

Conversations with forward-thinking insurance professionals and industry leaders about the future of the business, the importance of the agent role, and how the right technology strengthens business relationships.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: the-enlightened-agent.captivate.fm

Autor

Broker Buddha

Kategoria

Business

Ostatni odcinek

22 cze 2026

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Odcinki

Ep 42: Bryan Falchuk on AI, Claims, & What Happens When a Knowledge Business Has to Reinvent Itself 22.06.2026

In Episode 42 of The Enlightened Agent, Jason Keck sits down with Bryan Falchuk, President and CEO of the PLRB, for a candid conversation about what AI actually means for the insurance industry when you are sitting at the center of it. Bryan brings 25 years in P&C, a background spanning claims, operations, distribution, and specialty lines. Now he is leading an organization that has spent 75 y...

Ep 41: Alex Bond on Hiring for AI, Startup Mentality, and Who Gets Left Behind 29.05.2026

In Episode 41 of The Enlightened Agent, Jason Keck sits down with Alex Bond, founder of FinPro and host of the Leadership in Insurance podcast, for a straight-talking conversation about what it actually takes to build an AI-ready organization and the people who make or break that effort. Alex has spent six years at the center of insurtech hiring, placing talent across carriers, MGAs, and SaaS busi...

Ep 40: Bill Devine & Jon Reynolds on Moving AI from Hype to Production 11.05.2026

In Episode 40 of The Enlightened Agent, Jason Keck sits down with Bill Devine and Jon Reynolds to explore how AI is moving from experimentation to real-world impact in insurance. Bill and Jon share the story behind Naitiv and their approach to helping carriers and brokers accelerate AI adoption by rethinking workflows, modernizing data, and building on platforms like ServiceNow. As the industry sh...

Ep 39: Natasha Kiemnec on AI Risk, Underwriting, and Why the Human Still Matters 20.04.2026

In Episode 39 of The Enlightened Agent, Jason Keck sits down with Natasha Kiemnec for a candid, no-filter conversation about artificial intelligence, risk, and how the role of insurance professionals is evolving. Natasha shares the story behind Lion Specialty and how she and her team built a modern brokerage focused on high-touch service, data, and thought leadership. As AI reshapes the industry,...

Ep 38: Reghan Brandt on Loss Runs, Automation, and Building in the Age of AI 30.03.2026

Jason Keck sits down with Reghan Brandt for a candid, no-filter conversation about loss runs, operational complexity, and what it really takes to build in insurance today. Reghan shares the story behind Loss Run Pro and how she turned one of the most painful, manual processes in commercial insurance into a scalable, automated workflow used by thousands of agencies. From fax machines and follow-ups...

Ep 37: Broker Buddha AI + Ryan Hanley on the Future of the Insurance Industry and AI 04.03.2026

In the Series 4 kickoff of The Enlightened Agent , Jason Keck sits down with Ryan Hanley for a direct, no-filter conversation about artificial intelligence and what it means for insurance agencies right now. Jason shares the vision behind Broker Buddha AI, a new enterprise-grade platform designed to unify CRM, task management, e-sign, service workflows, rating, loss runs, and more into a single AI...

Ep 36: Kim Nevinger, Vice President and Commercial Lines Manager at Tompkins Financial 23.05.2023

On this episode of The Enlightened Agent, Broker Buddha CEO is joined by Tompkins Financial Vice President and Commercial Lines Manager, Kim Nevinger. Kim is responsible for the overall direction and management of the commercial lines service department, and as part of the agency’s senior leadership team, supports strategic initiatives across the organization. Kim has more than 30 years of experie...

Ep 35: Sheri Weaver, Learning and Development Manager at HNI Risk Services 16.05.2023

On this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Sheri Weaver, Learning and Development Manager at HNI Risk Services. As a Learning & Development professional with a passion for collaboration and for creating memorable and meaningful learning experiences Sheri absolutely loves working with others and always seek to discover and encourage their streng...

Ep 34: Brian Roberts, Chief Operating and Chief Diversity Officer at Lockton Companies 09.05.2023

On this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Lockton Chief Operating Officer and Chief Diversity Officer Brian Roberts. As COO for the Midwest, Brian is be responsible for operations and business development for Lockton’s regional hub, including Chicago, Cleveland, Green Bay, Memphis, Milwaukee, Nashville, Pittsburgh and St. Louis. A skilled people d...

Ep 33: Andrew Robinson, CEO at Skyward Specialty 01.05.2023

On this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Skyward Specialty CEO, Andrew Robinson. Mr. Robinson became the Skyward's second Chief Executive Officer in May 2020 and is a highly experienced and successful global insurance executive with a 30+ year track record of growth, financial improvement, strategic and operational leadership. His experience incl...

Ep 32: Lani Cathey, CEO at XDimensional Technologies, Inc. 30.03.2023

On this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Lani Cathey, CEO at XDimensional Technologies, Inc. The tech and insurance industry are predominately dominated by white men. With that, Lani discusses what it's like to be a female CEO of an insuretech company and her journey of getting to where she is now.

Ep 31: Casee Shelton, Commercial Lines Marketing Lead at Brown & Brown Tacoma 31.01.2023

On this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Casee Shelton, Commercial Lines Marketing Lead at Brown & Brown Tacoma. Casee is Broker Buddha's very first champion, which makes her the perfect guest to kick off our new series 'Champions of Change'.

Ep 30: Kyle Samuel, Chief Operating Officer at McGriff 10.01.2023

On this week's episode of The Enlightened Agent, Broker Buddha's CEO Jason Keck is joined by Kyle Samuel, Chief Operating Officer at McGriff. Jason and Kyle discuss Kyle's journey to becoming the COO at McGriff and what McGriff is doing to drive diversity, equity & inclusion.

Ep 28: Muhannad Malki, Palestinian-American, Producer & Vice President at IOA 29.11.2022

On this weeks episode of The Enlightened Agent, Broker Buddha's CEO, Jason Keck is joined by his client and friend, Muhannad Malki. Similar to Jason, Muhannad is a fellow Palestinian-American. In this special episode, the two discuss what it's like to be a Palestinian-American in America, and in the insurance industry.

Ep 27: Cathy Kosin, Mom & Managing Director of Property & Casualty at Oswald 31.08.2022

On this week's episode of The Enlightend Agent, Broker Buddha's CEO, Jason Keck is joined by Cathy Kosin, Mom & Managing Director of Property & Casualty at Oswald. In addition to her role in P&C, Cathy is one of the founding members of the Women's Leadership Council at the agency. Jason and Cathy discuss the movement and development of female leadership within the insurance industry.

Ep 26: Michael Freilich, Chief Product Officer at Renaissance Alliance 11.07.2022

On this week's episode of The Enlightened Agent Broker Buddha's CEO, Jason Keck is joined by Michael Freilich, Chief Product Officer at Renaissance Alliance. Jason and Michael have similar passions for technology, product and insurance. As a listener of The Enlightened Agent, Michael was inspired by the DE&I series and wanted to share his journey as a leader in the insurance industry.

Ep 25: Jelani Fenton, Founder & CEO of Safari 06.07.2022

On this week's episode of The Enlightened Agent, Broker Buddha's CEO, Jason Keck, is joined by Jelani Fenton, Founder & CEO of Safari. Safari is an insurance technology company that provides job placement and career development services to help a diverse pool of job seekers build and grow a career in the insurance industry. Jason and Jelani discuss why diversity, equity and inclusion matter an...

Ep 24: Tim Moriarity, Chief Information Officer at Cross Insurance 27.06.2022

On this week's episode of The Enlightened Agent, Broker Buddha's CEO, Jason Keck is joined by Tim Moriarity, Chief Information Officer at Cross Insurance. Tim is newly inducted into the insurance industry, coming from a vastly different career in science and genomic research. Coming from such a diverse background, Tim saw opportunity in the insurance industry because he knew he could make an impac...

Ep 23: Preeti Asthana, Global Strategy and Business Transformative Executive at Aon 21.06.2022

On this weeks episode of The Enlightened Agent, Broker Buddha's CEO, Jason Keck, is joined by Preeti Asthana, Global Strategy and Business Transformative Executive at Aon. Preeti shares some of the initiatives that Aon is doing around partner inspired diversity and using data to drive change. Jason and Preeti discuss her perspective and experiences as an immigrant, a women of color and global lead...

Ep 22: Derek Thomas, Chief Strategy Officer at Galway Holdings 13.06.2022

On this weeks episode of The Enlightened Agent, Broker Buddha's CEO, Jason Keck, is joined by Derek Thomas, Chief Strategy Officer at Galway Holdings. Over the past 10 years at Galway, Derek has been focused on data and digital strategy as well as implementing insuretech like Broker Buddha. As an African American leader in the insurance industry, Derek has always championed diversity, equity and i...

Ep 21: Tina Semotan, President at HNI Risk Services 06.06.2022

On this weeks episode of the Enlightened Agent, Broker Buddha CEO, Jason Keck, is joined Tina Semotan, President at HNI Risk Services. This is the first episode of the Enlightened Agent with an industry executive that is focused on diversity, equity and inclusion. Tina's level of support towards females, people of color and general diversity in the insurance industry is exceptional. Jason and Tina...

Ep 20: Charlene Wheeless, Diversity, Equity & Inclusion Executive Coach 31.05.2022

On this weeks episode of The Enlightened Agent, Broker Buddha CEO, Jason Keck, kicks off a new series around diversity, equity and inclusion. Jason is joined by Charlene Wheeless, Executive Coach who helps leaders and companies improve and create a more diverse work place. This episode is unique because you will hear Jason's first coaching session with Charlene in which they tackle and discuss int...

Ep 19: Caribou Honig, Co-Founder of InsureTech Connect and Parter at SemperVirens 02.03.2022

On this week's episode of The Enlightened Agent, Broker Buddha CEO, Jason Keck, is celebrating a major business milestone. Broker Buddha has converted 10,000 carrier applications into online smart forms. Jason is joined by Caribou Honig, Co-Founder of InsureTech Connect and Parter at SemperVirens. Caribou is an influential member of the insuretech industry and someone who Jason has admiration for....

Ep. 18: Mike Volk, Sr. Manager, Cyber Insurance at Optiv 17.12.2021

Broker Buddha CEO, Jason Keck, is joined by Mike Volk, Sr. Manager of Cyber Insurance at Optiv. Mike began his insurance career on the broker side. He took interest in cyber insurance, an aspect of insurance that has grown within the last few years. As Mike's interest expanded, so did his knowledge and his ability to coach others. Jason and Mike also discuss some well known cyber security breaches...

Ep. 17: John Darr, Independent Agent & Darr Schackow 07.12.2021

Broker Buddha CEO, Jason Keck, is joined by John Darr, CEO and Agent at Darr Schackow Insurance. On this weeks episode, Jason and John discuss John's entrance into the insurance industry, Premium Time with John Darr, and changes that need to be made in the Florida marketplace.

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