Profiles in Risk

Tony chats with Chris Cline, Author of The Inertia of Legacy, about his career, book, and many different aspects of the insurance industry. A fascinating conversation between two guys with a passion for insurance and growth. Chris Cline: https://www.linkedin.com/in/chris-cline-0195121b/ The Inertia of Legacy: https://www.amazon.com/Inertia-Legacy-Newtons-Transformative-Managing/ Video Version: htt...

Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entry's into the US market through the merger with Broker Buddha and why there's great synergy between the two companies. Jason Keck: https://www.linkedin.com/in/jasonkeck/ Hayden Parra: https://www.linkedin.com/in/hayden-parra-83b413a2/ Broker Buddha: h...

Tony chats with Peter Dawson of the 831B Institute. Section 831(B) section was setup by Congress in 1986 to provide an insurance solution for small business owners to procure insurance that's not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives 831(B) Institute: https://www.831binstitute.org/ Video Version: https://youtu.be/dLREptpPn...

Tony chats with Margaret Spence, Founder at The Inclusion Learning Lab, an online immersive community-based learning platform designed for talent leaders with the goal of making sure that together we can create an inclusive future for everyone. We have a great conversation on DEI in the corporate world. This was a very honest conversation where I learned a lot. Margaret Spence: https://www.linkedi...

Tony chats with Philip Wright, Actuary and Extroverted Introvert about how to improve your interviewing game, especially if you're an actuary. Video Version:  https://youtu.be/4Ab9UEs9Ndc

Tony chats with Jennifer Carroll, CEO at Veruna. We have a fantastic time chatting about Veruna and I loved her passion. Veruna is a core system for independent insurance agents, more than just an AMS. They're an AMS, CRM, and Carrier Relationships Management Tool. Jennifer Carroll: https://www.linkedin.com/in/jenniferc... Veruna: https://www.veruna.com/ Video Version: https://www.youtube.com...

Tony chats with David Sussman, CEO at Alana. They are a platform that encourages customer engagement and helps reduce claims keeping insurance top of mind, not just at renewal or during a claim. David Sussman: https://www.linkedin.com/in/davidsussman/ Alana: https://www.alana.net/

Tony chats with Jen Pugsley, VP of Customer Success at Goose Digital. Goose is Canada’s leading marketing performance agency with a specialty in insurance serving both Canada and US insurance organizations. Jen Pugsley: https://www.linkedin.com/in/jennifer-pugsley-turcsanyi-4ba73234/ Goose Digital: https://goosedigital.com/

Tony chats with Marco Benitez, CEO and Co-Founder at Rook. They enable any brand in the digital health and insurance ecosystems to use data from any wearable device and turn it into actionable insights and predictions. Their API already has more than 300 wearables integrated.  Marco Benitez: https://www.linkedin.com/in/marcobzg/ Rook: https://www.tryrook.io/ Video Version: https://youtu.be/oKJSagX...

Zach Mefferd, Co-Founder and CEO at ZipBonds.com, a surety bond brokerage offering a very open and capable digital platform. They serve agents and help them become subject matter experts in Surety Bonds. Zach Mefferd: https://www.linkedin.com/in/zach-mefferd-cic-62206426/ Zip Bonds: https://zipbonds.com/ Video Version: https://youtu.be/oKJSagXAybE

Tony chats with Dr. Billy Williams, CEO of Williams Family Insurance and Investment Group. We chat about his history in the agency space from captive to independent to investor. We also talk about his book "Sales Objection Pocket Guide" Dr. Billy William: https://www.linkedin.com/in/billyrwilliams/ Sales Objection Pocket Guide: https://www.amazon.com/Responses-Overcome-Sales-Objections-P...

Tony chats with Chris Schrenk, CUO at NeuralMetrics. They focus on solving issues for small business insurance. How do we identify a small business? How do we identify their real attributes? It all started with classifying the operation of the business and now also helps the underwriter get a lot of other information to help them quickly and properly underwrite the account. Chris Schrenk: https://...

Tony chats with Chaz Perera, Co-Founder and CEO at Roots Automation. They leverage AI that acts as an Underwriting Assistant and as a Claims Assistant to help Underwriters and Claims professionals do their jobs more efficiently. A lot of what they do is digest unstructured data and put in a format your systems can understand. Chaz Perera: https://www.linkedin.com/in/chazperera/ Roots Automation: h...

"Show me one insurance company and I'll show you ONE insurance company" - Former Boss Technology has changed more in the past 25 years than it has in the past 250! And most of us wouldn't be surprised if this acceleration, accelerates! This rapid change has caused havoc in an industry such as insurance that has not had much evolutionary change in 100 years. Insurers were one of...

Tony chats with Chris Greene, President at The Flood Insurance Guru. They help agents with flood insurance for today and education for tomorrow. All agents and brokers that do any flood should check this out, lots of free tools, and all the help you could need for flood. Chris Greene: https://www.linkedin.com/in/chris-greene-92147812/ Flood Insurance Guru: https://www.floodinsuranceguru.com/ Video...

Tony chats with Pamela Corey, President of the Chinese American Insurance Association, about the history and current activities of the association. Pamela Corey: https://www.linkedin.com/in/pamela-corey-37279412/ Chinese American Insurance Association: https://www.caiaus.org/ Video Version: https://youtu.be/wJLnES3-6K0

Tony chats with Benjamin Goldfien, VP of Insurance Operations at Sayata, the easiest place for wholesale insurance brokers to place business insurance for small commercial risks. They were originally featured in PIR Ep. 343 and today we do an update, and we chat about Benjamin's career and how he ended up at Sayata. Benjamin Goldfien: https://www.linkedin.com/in/benjamingoldfiencpcu/ Sayata:...

Tony chats with Kevin Ring, Lead WC Analyst a The Institute of Work Comp Professionals. They train, certifies, and mentor independent agents in a Work Comp process that helps them write more business and get better results for their clients. They offer the Certified Work Comp Advisor and Certified Work Comp Specialist destinations. After going through the program, they serve as the agency's w...

Tony chats with Brandon Yusko, VP of Sales at Yarus Technologies. Yusko is a full-service provider for policy administration systems and digital experience platforms. Their goal is to reduce the reliance on internal IT resources when launching a new platform. They offer a low-code, no-code platform to configure Policy Admin and digital experience platforms. Brandon Yusko: https://www.linkedin.com/...

Tony chats with Terry Wang, Co-Founder and CEO at Cios. They have created a brand new insurance product that tenants can buy and it protects them if they need to move before the end of their lease. We chat about why the product is needed, how they went about creating and underwriting it, and so much more. Very interesting conversation about the creation of a brand new insurance product. Terry Wang...

Tony chats with returning guest Bill Murray about his career, his new role, the experience of job searching within insurance, advice for current job searchers, and his new book: "Enquire to Inspire: 20 Questions to Mentor Your Innovation Team to Success" Bill Murray: https://www.linkedin.com/in/bill-murray-mentor/ Bills prior episode on PIR: https://www.youtube.com/watch?v=L7eiDE5CyIc Pr...

Tony chats with returning guest Elle Michell (Ep. 201). Intelligent Intentions is a boutique consulting firm offering consulting as it relates to third party vendors and suppliers that companies use. They help vendors and suppliers understand what they need to be able to partner with large corporations and government entities. Elle Michell: https://www.linkedin.com/in/ellemichell/ Intelligent Inte...

Tony chats with Dr. Kim Everett and Stacey Saunders about the just released Phoenix certification by Insure Equality. Certification is the next step for Phoenix. While we are collecting the longitudinal data from Phoenix, the certification gives companies the opportunity to use the data from the Phoenix Assessment right now to build a stronger and more inclusive culture for all stakeholders. Dr. K...

Tony chats with Katie Barrows, Communications Director at the Department for Professional Employees AFL-CIO and Elizabeth Kidder, Steward with OPE Local 39. We discuss the first union serving insurance professionals, why it's important, and how you can get involved. Video Version: https://youtu.be/fPWsCqNVq3Q

Tony chats with Dan McCue about his career in Social Media Marketing in the insurance and insurtech industry. Having managed Social Media both for a very traditional carrier and for an insurtech it was a lot of fun to chat with Dan about the radically different experiences. Dan McCue: https://www.linkedin.com/in/danielmccue/ Video Version: https://youtu.be/OD4pl3skzcc