Profiles in Risk

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Luke Magnan was introduced to me by a close friend who told me that Luke was the most thoughtful insurance technologist my friend had ever worked with. In this episode of Profiles in Risk, Luke and I discuss his startup Combined Ratio Solutions, the advantages & disadvantages of bootstrappin...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Agency Nation is the voice of agents throughout the United States. They are a role model for me in terms of content and message. In this episode, I spoke with Joey Giangola, Managing Editor of Agency Nation. We talked about his personal creative process, the creative process of the team at Agenc...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com In this episode, I had a pleasant conversation with Charles Specht of Permission Group. Charles fell into insurance and loved the production side of the business. After committing himself to the ministry, Charles created Permission Group to teach aspiring agents and brokers how to ethically grow...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com You may have heard about Comedians in Cars Getting Coffee with Jerry Seinfeld . Well, in this episode of Profiles in Risk, I sat in a car at Logan Airport in Boston, with David Wright , where we discussed all things brokering in reinsurance (with a pinch of comedy thrown in). What is a reinsuran...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com The Private Risk Management Association (PRMA) is a non-profit, industry association whose mission is to provide an ecosystem of support to professionals involved in the high-net worth space. The PRMA provides education, collaboration, networking and awareness raising for incredibly complex expo...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com  Craig Tappel is a customer advocate. He has been in insurance since at a very young age and was raised by his insurance dad to always put the customer first. Craig lives & works by that. In this episode, we discuss what putting the customer first actually means, his experiences as a young p...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com  In this episode of Profiles in Risk, I spoke with Chris Downer of XL Innovate. Chris is the author of the single best insurtech newsletter in the industry. We discussed the newsletter, the insurtech investment space and how XL Innovate discerns and decides upon investment opportunities. CONNECT...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Talking with Steve Gordon is inspiring. He struggled with education as a child yet built a successful career in insurance even though he is still young and rising. He did this with grit and by focusing on his strengths and by having a mentor who believed in him and gave him a chance. Now, Steve...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Michael Gay has built a career in the program business space & MGA/MGU space. Program businesses are the incubators of the insurance product chain where niche or test insurance products can be built, tested, tweaked and marketed without the pressures of a scaled up, generalized product such...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Amy Waninger fell into insurance just like many of us (she needed a job). Also like us, she found the industry more compelling than the stereotype. Along the way, she discovered that having a strong, supporting network is the foundation for any successful career. Amy founded Lead at any Level to...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com My first experience with Randy Schwantz was at the first agency I worked at. All the corner office producers had The Wedge in their bookcases. In fact, in every successful agency I ever worked at had a copy of The Wedge. Coincidence? Nope. Randy Schwantz is considered one of the best insurance p...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com I've been enamored with captive insurance for most of my insurance career. The ability of insureds to get tax benefits for self-insuring exposure solves a lot of problems when they are unable to 1. acquire insurance for their exposure (dangerous product or industry) or 2. are unable to acqu...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com If in any moment of crisis you need to call Olivia Pope , you are not practicing risk management but crisis management. In this episode of Profiles in Risk, I speak with Lawanda Hall, a Risk Manager for a global automobile firm. We discussed how her passion for math and numbers lead her to a deg...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com It is such a pleasure when I get to speak to someone to is solving a problem that I had no appreciation of its existence. Ultimately claims are the insurance product. Even well-meaning carriers looking to close claims quickly can stumble in situations where the adjusting team struggles to contac...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com We often get questions at the Insurance Nerds Slack Channel on how one would open an agency. Carrier appointments, technology, sales, accounting and a whole host of other factors need to be addressed. In this episode of Profiles in Risk, Tony and I spoke with John Prichard Jr of Oli Insurance Se...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com A transcript of this broadcast has been provided below. Matteo Carbone is one of the world's leading insurance thought leaders and is routinely ranked as a top 5 (and often, THE most) influential person in insurtech! In this episode Matteo and I discussed how he got into insurance (he fell...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Patrick Muscenti is the Lebron James of insurance production. He would blush at that, but he's from Cleveland, and Lebron James was mentioned in this podcast and Patrick is a really big believer in coaching, training and becoming elite, thus he qualifies in the Lebron James category. But se...

This episode is sponsored by  IA Path  - Online Adjuster Training. Go to https://iapath.com This episode was almost too much fun. Tony and I discuss all things agency with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly discusses the things that great agencies do (and why poor performing agencies are poor performing). As Kelly mentions, great agencies strive for excellence. The...

  This episode is sponsored by IA Path - Learn to write auto, heavy truck, and other claim types with IA Path’s online trainings . Go to http://iapath.com I apologize for some of the audio quality. My new microphone did not work so well. Regardless, there are some good conversations with attendees from the Insurtech Rising, Boston conference in early May. Here is a list of folks I spoke to, in ord...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com In this episode of Profiles in Risk, Carl Moulton, managing partner at datMoose helped to educate me on the current state of agency lead generation and how DMCOs (digital marketing co-ops) can be a more effective and efficient form of lead generation. CONNECT WITH CARL MOULTON: LinkedIn: https:/...

This episode is sponsored by  IA Path  - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Pat West is NOT an acting as an agent or a broker. But he helps customers get insurance. He is the Chief Shopping Officer of Hedge Quote. Confused? I was too until I sat down and spoke with Pat about this new twist to an old business model. As you will hear, Pat cares deeply about the customer e...

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com Broker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience. In this episode Tony (he is the one making all of the typing sounds at the beginning of the podcast - before I sent him a nasty messa...

This episode is sponsored by   IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com Recently I had the pleasure to spend a Saturday morning speaking with Ashley Fitzsimmons. I invited her on because I have been following her on LinkedIn and Twitter and her enthusiasm and motivation for her work stand out. She is the self-professed Beyonce of insurance and in this episode, we talked abo...

Last week I was very fortunate to attend the 2018 Global Insurance Symposium in Des Moines, IA. With well over 650 attendees, this is one of the biggest insurance focused events of the year. Besides great speakers and panel discussions, we got to hear the final pitches from the latest cohort of the Global Insurance Accelerator , a Des Moines based insurtech accelerator lead by Brian Hemesath . Ano...

Bob Frady is not your normal CEO. Bob is CEO and co-founder of HazardHub, a company which provides a full hazard report card on your property. Fire, flood, wind, earth movement, and even man-made risks are all covered and graded. The report also tells property owners where the closest fire station and fire hydrants are. It is the most comprehensive hazard report available. You can get one free at...