The Insurtech Leadership Podcast
Full Episodes | Insurtech Leadership Podcast
Full Episodes | Insurtech Leadership Podcast
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The Insurtech Leadership Podcast
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Latest episode
Jul 9, 2026
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Episodes
The Fundraising Environment in Insurtech Remains Healthy if You Focus on the Following Things (w/Bhavan Suri, Managing Director at William Blair) 06.02.2024 13:00
Bhavan Suri is Managing Director at William Blair , an advisory services firm that helps companies including insurtechs to secure growth liquidity and financing. Its team of technology bankers has deep ties to the insurtech sector with more than $20 billion in capital raised across 50 M&A and capital markets transactions. Bhavan worked for several tech companies including Elytics and Answerth...
Bringing New insurance Ideas to Market By Understanding Existing Market Profitability & Product Solutions (w/Randel Bennett, Qixent Insurance) 29.01.2024 13:00
Randel Bennett is founder and Principal Consultant at Qixent Insurance Services, turning insurance concepts into tangible, successful products by bridging gaps in pricing, underwriting, and coverage. Randel describes the common thread of insurance being highly regulated. Product managers are the "mini-CEO" of their state, which creates a product-centric approach and change is driven by regulation....
What Does Disruption Look Like in Employer Health Insurance? A Call to Arms (w/David Contorno, CEO E Powered Benefits) 23.01.2024 13:00
Meet David Contorno, CEO E Powered Benefits, giving employers navigable, understandable, and affordable health plans. E Powered Benefits was born out of the continuous cost increases and a lack of transparency within their existing health plans, and gives employers a real alternative to the traditional broker-carrier model that costs too much and pays too little. David's passion for changing thi...
Designing for Scale: How We Built a Solution for Hundreds of Companies (w/Peter Tilbrook, Founder & CEO Loro) 16.01.2024 12:24
Peter Tilbrook is Founder & CEO of Loro, a web-based toolset that provides digital product distribution. Loro acts as a policy administration system for MGAs, Insurers and Brokers, or a complimentary system to existing processes to supercharge digital distribution. Loro addresses two key points, unlimited distribution, either through brokers or direct to consumers, without any sacrifice to un...
Using Generative AI to Issue New Certificates of Insurance and Create a Lead Generation Opportunity (w/John Paul Sutrich, Co-Founder Certificate Hero) 08.01.2024 13:00
John Paul Sutrich is Co-founder of Certificate Hero, a SaaS platform for issuing certificates of insurance. Certificate Hero compares contractual insurance requirements to the insured's policy data, automating the certificate issuance process, enhancing certificate processors' capabilities, ensuring the consistent and reliable delivery of certificates in the fast-paced landscape of the commercial...
An Extremely Motivating Story of Insurtech Success to Start 2024 - How We Built a Business That is Growing 30% a Year (w/David Embry & Belen Tokarski, CEO & COO of Mylo) 02.01.2024 14:00
David Embry is the founder and chief executive officer of Mylo , an insurtech leader that brings its unbiased, insurance quoting engine, Mind of Mylo, to distribution and agency partners to connect business owners and individuals with top-rated insurance products. He is responsible for the overall vision and financial performance of the business as well as developing strategic partnerships. Embry...
The US Has One of the Largest Socialized Healthcare Systems for 150m Americans But Insurtech Largely Ignores It (w/Joseph Schneier, CEO Trusty) 11.12.2023 13:30
Joseph Schneier is CEO of Trusty.care, connecting sales, marketing, and member engagement for 150m Americans that receive insurance through Medicare, Medicaid, or Marketplace plans. The company provides an enterprise SaaS solution to the country's most direct-to-consumer health insurance sector. Joseph says that most insurtech founders do not have personal experience in this space but that it has...
The Blue Ocean Opportunity for Insurance Agencies (w/John Morlan, CEO Smarter Risk) 04.12.2023 13:00
John Morlan founded Smarter Risk that simplifies and streamlines the assessment, reporting, and development of risk control programs. Smarter Risk is a self-serve platform for communicating and improving insurable risk. It enables small business owners to qualify for the best rates, insurers to offer their most competitive prices, and agencies to leverage risk control as a competitive advantage. T...
Why Actuaries Who Aspire to Become Leaders Need to Have a Point of View (w/Jessica Leong, CEO Octagram) 27.11.2023 13:00
If you are an actuary or lead actuaries or data scientists in your organization, this is episode is for you! Jessica Leong is the CEO of Octagram, a consultancy that brings together a deep knowledge of commercial insurance and data analytics to drive results. Octagram focuses on pricing for P&C carriers, making sure that insurers getting value out of data analytics and AI. Jessica says buildin...
What’s Different About Securing Insurance Data from Generative-AI Cyber Attacks? (w/Ian Paterson, CEO Plurilock) 13.11.2023 14:00
Serial entrepreneur Ian Paterson is CEO of Plurilock a publicly traded cybersecurity company. Plurilock identifies and prevents, "insider threats" securing the enterprise and ensuring compliance with requirements in financial, healthcare, and government. Plurilock works with financial services as a heavily regulated industry. Ian says insurance is different than banking because of the heavier load...
Notarization - The Last Holdout from the Paper Age and How to Fix It (w/Joshua Stankard, CEO NotaryLive) 06.11.2023 12:00
Joshua Stankard is the founder and CEO of NotaryLive, a pioneering remote online notary software company. NotaryLive makes document notarization instant, secure, and paper-free, helping businesses go digital and free themselves of paper. Notarization has been the last archaic step for businesses to digitize. Now small and large businesses can easily notarize documents online. NotaryLive started a...
Spend Underwriters Time Wisely - They Are Your Key to Running a Profitable Book (w/Paul Monasterio, CEO Kalepa) 30.10.2023 12:00
Paul Monasterio co-founded Kalepa in 2018 with the mission to help commercial insurance underwriters bind business with confidence. Kalepa's AI-powered Copilot software enables underwriters to focus their time on the highest ROI opportunities and to quickly evaluate and optimally select risk. Paul talks about finding the balance between underwriters saying yes to everything versus saying no to eve...
Why I Bet on Evolving the Insurance Model rather than Technological Disruption (w/Jeff Shi, Insurtech Groups) 23.10.2023 13:00
Jeff Shi is founder of Insurtech Groups, connecting consumers with industry partners. by help consumers to better understand their policies in an effort to meet each of their unique needs. Jeff talks about insurtech enhancing client experience vs. disruption. Insurtech Groups is consumer-facing technology that seeks to evolve the $100B insurance space across claims, service, billing and brokers. ...
How a Claims Processor Morphed into a Leading Insurtech - It’s All About the Workflows (w/Troy Stewart, COO Brush Claims) 16.10.2023 12:00
Troy Stewart is President and COO of Brush Claims an insurtech that is streamlining the claims management process. Troy describes having started as a claims adjuster to now serving as President & COO of this successful business model, with his vision of tech driven, human-led claims. In 2015, the company started building its own proprietary technology to remove bottlenecks, solving for escalat...
Insurtech Investing to Save the Planet - Launching a $100M Climatetech Fund (w/Drew D’Alelio, Sr. Investor at VC Connecticut Innovations) 09.10.2023 12:00
Drew D’Alelio is a senior associate at Connecticut Innovations working on the Climate Tech Fund. He has a passion for combating climate change, innovative financing, and economic development. At CI Drew manages the entire investment cycle, from sourcing, due diligence, all the way through to portfolio management, and has invested in companies focused on insurtech, EV charging, circular economy, gr...
Creating the Venmo-Paypal of Insurtech with a Verified Data Layer for Insurance Customers (w/Tolga Tezel, CEO Canopy Connect) 02.10.2023 12:00
Did you know that over 1900 companies and 8000 agents are using Canopy Connect to increase conversion in insurance sales and verification? Today we talk to Tolga Tezel, Founder & CEO at Canopy Connect, who was an early engineer at Dropbox. He helped build Nova Credit for US newcomers to obtain fair access to credit through their international data. These experiences drove him to discover other...
Unlocking the Full Potential of Digital for Carriers’ Operating Models (w/Jamie Yoder, President & GM Sapiens N.A.) 26.09.2023 12:00
Jamie Yoder is President of Sapiens North America, a leading global provider of software solutions and services for all sectors of insurance. Jamie talks about the over-hype cycle of AI and ChatGPT, where companies tend to over-estimate the impacts in the short-term but grossly underestimate the impacts in the longer term. The technology has now caught up such that it can be applied to huge amoun...
Helping Patients and Insurers to Better Manage Chronic Conditions to Drive Down Costs (w/Michael Hennessy, CEO Diathrive Health) 18.09.2023 12:00
Michael Hennessy founded Diathrive Health to helps patients and plans manage diabetes and its costs, with test strips that are 90% less expensive than market. Diathrive seeks to reverse the traditional model and give patients better care and outcomes while reducing the cost. Michael heard early-on "To not go into healthcare because the insurance companies are ruining it." But he found his finance...
Solving the Value Chain on Surety Bonds from Carrier to Broker to End Customer (w/Aaron Steffey and Chris Kolger, Propeller Bonds) 11.09.2023 12:00
Aaron Steffey and Chris Kolger are co-founders of Propeller Bonds, an insurtech managing general underwriter (MGU) equipped with a proprietary instant issue surety bond platform housing nearly 7,000 instant issue surety bonds. Propeller is a tech company built to simplify, automate, and distribute surety bonds more efficiently for agents and carriers. Aaron manages the company’s strategy, fundra...
Insuring Expats, One of the Country’s Fastest Growing Insurance Segments (w/Daniel McChesney, CEO TripDoctor) 05.09.2023 12:00
Daniel McChesney, MD is the Founder and CEO of TripDoctor, pioneering digital health insurance and health care access for expats and nomads. As a world traveler and long-time expat, he saw an opportunity to improve the healthcare access issues of his fellow expats and nomads through better insurance products. Expat insurance is a much larger market than travel insurance, a market of $25B where the...
Creating a New Underwriting Advantage in Small Commercial Insurance (w/Bobby Touran, CEO Rainbow) 21.08.2023 12:00
Bobby Touran is CEO of Rainbow ( www.userainbow.com ), insurance that rewards businesses for putting safety first and evolves with small business’ ups and downs. Bobby talks about how this latest company is transforming insurance into a positive, risk-preventing force for small businesses, starting with restaurants. Previously, Bobby was CEO of Pathpoint, a digital surplus lines brokerage focused...
Implementing New Data Pipelines to Bring Life Insurance into the 21st Century (w/Nick Bowman, CEO Motif Insurance) 14.08.2023 12:00
Nicholas Bowman is the Founder and CEO of Motif Insurance building the first data clearinghouse for the independent life insurance market. Motif seeks to create a comprehensive ecosystem that harnesses the power of data and AI/ML to revolutionize how carriers, IMOs, brokers, and consumers interact and manage life insurance policies. In this episode Nick describes how being agent and understanding...
Helping Carriers Move from Risk-Sharing to Data-Sharing in the Multi-Family Residential Market (w/Alice Melendez, CEO of BOON) 07.08.2023 12:48
Alice Melendez is CEO of BOON, an insurance marketplace for multi-family residential buildings. In this episode, Alice describes how she is simplifying the process of issuing and managing all insurance lines within a building, providing cross-risk visibility for carriers and real-time risk alerts. BOON solves for managing risk for a single building, which can involve the support of multiple carrie...
How Do Insurers Address Financial Stress in the Millennials & Gen Z Workforce? (w/David Thorne, CEO Thumbscore) 31.07.2023 13:05
David Thorne is CEO of Thumbscore, a financial wellness platform that reduces the stress of managing personal finance. Thumbscore solves for the workforce of millennials and Gen Z, who have strong financial literacy and positive financial habits but have high financial stress. In the episode, David explains why simple budgeting or micro-managing approaches are ineffective for these groups. They te...
Adapting Parametric Insurance to the Customer Needs of Today (w/Andrew Jernigan, CEO & Co-Founder of Insured Nomads) 24.07.2023 12:00
Andrew Jernigan is co-founder and CEO of Insured Nomads, an emerging leader globally in disrupting the way insurance is designed and delivered for the modern company. Insured Nomads is positioned at the intersection of insurance and safety innovation, building a delivery model for health insurance enabling employers to provide health, medical, wellbeing and security for their team no matter where...
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