Profiles in Risk

Tony chats with Cheryl Koch, CEO of Agency Management Resource Group, announcing the launch of their improved Ultimate Account Manager program. This training teaches Account Managers the Caught Up Workflow Management system which helps them get caught on their pending and NEVER fall behind, all without going insane or working crazy hours. How would you like your Account Managers to always be caugh...

Tony chats with Jenn Knight, Co-Founder and CTO at AgentSync. This is an update episode, her co-founder Niji was on ep. 342. AgentSync started in 2018 with the focus of helping US agents and agencies onboarded and get their licensing in order and streamlined. They started with a strong compliance focus and now have grown to also have a strong focus on efficiency. Jenn speaks about their work with...

In this episode of Profiles in Risk - Nick spoke with Matthew Queen co-founder and COO of Tricura , an MGA specializing in liability risks for skilled nursing facilities. About the Guest - Company: Tricura - Focus: Managing General Agent (MGA) in the insurance industry - Expertise: Skilled nursing facilities and specialized risk management Key Topics Discussed: 1. MGA Model Evolution    - Comparis...

Tony chats with Josh Riley, Co-Founder and Managing Director at Upfort, a leading platform for cyber security and insurance that provides holistic protection from evolving cyber threats. They do proactive loss control for your cyber insurance portfolio and lower your loss ratio. Josh Riley: https://www.linkedin.com/in/joshrileyins/ UpFort: https://www.upfort.com/ Video Version: https://youtu.be/3k...

Tony chats with Brennen Grone, EVP of Sales at Rainbow; they are a vertically focused MGA known for specializing in restaurants and are excited to announce new verticals today. They are not a bind or decline platform, they have top-of-the-line technology upfront and real underwriters on the background to help agents win in the gray areas. They are excited to announce new verticals in beauty and we...

Tony chats with Tyler Amundsen, CEO at LightDoc, a technology platform built for commercial insurance brokers to help them improve retention, save time, and focus on higher-value account management tasks. It allows agencies and brokers to unlock the data they're sitting on and make the most of AI agentic workflows. It allows Account Managers to do contract reviews, COI requests, and policy ch...

Tony chats with Greg Purdy, CEO at Rival Insurance Technology, they offer a broker product, an MGA product, and a quoting product. RPM, the Rival Platform and Marketplace, launched last July as an AI-first platform that has no menus. It allows the user to interact with the software conversationally. RPM sits on top of your AMS/BMS. They do also offer their own AMS/BMS. It was built specifically fo...

Tony chats with Eliron Ekstein, CEO at Ravin. AI, they have built a platform that combines AI-assisted image capture technology that helps insureds get the right photos of their auto accident. It also helps prevent fraud. The platform uses AI to assess the repairs needed for that vehicle. Eliron Ekstein: https://www.linkedin.com/in/eliron-ekstein-41609819/ Ravin: https://Ravin.ai Video Version: ht...

Tony chats with John Harvey, Founder and CEO at CrashBay, they are a digital marketplace for collision repair. Basically, it's an Expedia for auto-collision repair. Their mission is to connect car owners and carriers with trusted repair shops in a digital marketplace. They can significantly lower the number of days it takes to get a car repaired by making sure it makes it into the right quali...

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized decision support.  Episode Summary In this episod...

David Thorne from Thumbscore brings expertise in behavioral economics and financial wellness to discuss innovative approaches to reducing employee financial stress. As a leader in the employee benefits space, David focuses on helping organizations create more effective financial wellness programs by incorporating behavioral science and personalized decision support.  Episode Summary In this episod...

Tony chats with Richard Spradley, Founder and CEO and Richard Spradley, SVP Insurance at Whooster. Originally developed for criminal investigations, Whooster is a sophisticated case management platform that allows the user to measure the risk of a situation they're associated with from open-source intelligence and their own data. It's used in claims investigations, bringing all their inv...

Tony chats with Timon Gregg, Co-Founder at Strala, they are a new AI TPA. They built their own Claims Management System from the ground up with the latest technology to automate a lot of the mundane work that adjusters deal with daily, creating a better customer experience and a better work experience. Timon Gregg: https://www.linkedin.com/in/timon-gregg-59973a190/ Strala: https://www.strala.ai/ V...

Tony chats with Oscar Garza, CEO of Journey Sports and President of Mexican Insurtech Association and VP of the Latin American Insurtech Alliance about insurtch in Latin America. Oscar Garza: https://www.linkedin.com/in/oeglp/ Associación Insurtech de Mexico: https://asociacioninsurtech.mx/ Video Version: 

Tony chats with Oscar Martinez, Founder of Velos, they are an AI-powered automation platform. They help operations teams automate manual processes using AI assistance with a strong focus on insurance and healthcare. Oscar Martinez: https://www.linkedin.com/in/o-am/ Velos: https://tryvelos.com/ Video Version: https://youtu.be/P-83p9wKC28

Tony chats with Ryan Smith, President & Principal Consultant at RLS Consulting, they help agents to sort through all of the complexities around cyber security to find easier ways to protect themselves and their clients. They can also train producers to learn how to talk about cyber to help clients understand their exposure. Ryan Smith: https://www.linkedin.com/in/ryan-smith-392b6636/ RLS Consu...

Tony chats with Mitch McCloskey, Co-Founder and CEO at Agency Go, they help agencies outsource personal lines quoting to the Philipines, for both new business and renewals. You could wake up every morning with 5 bindable quotes for every renewal waiting for you and saving your staff hours to actually grow the business! Mitch McClowskey: https://www.linkedin.com/in/mitch-m-5217903/ Video Version: h...

Tony chats with MJ Martinez, Author of "Welcome to Insuriland". MJ took his experience in claims and his passion for the insurance industry and has started a series of children's books to help kids understand insurance. A great Christmas gift for the kids in your life! MJ Martinez: https://www.linkedin.com/in/macedonio-j-martinez-iii-a644221ab/ Welcome to Insuriland: https://welcome...

Tony chats with Roberto Salinas, Head of Business Development at LULA, they developed a tool called GAIL (Generative AI by LULA). Their conversational AI is meant to give time back to agents. Up to 60% of the time agents spend on the phone is spent on billing related questions that can be handled directly by GAIL. Overall, GAIL can take over all of those repetitive customer-facing tasks and give b...

Tony chats with Christy Barsalaou, President & CEO at QuickFacts, a Canadian insurtech that aggregates all of the personal lines insurance underwriting information onto one platform. You get all the rules for all your markets at a glance. Christy Barsalou: https://www.linkedin.com/in/christy-barsalou-silvestri/ QuickFacts: https://www.quickfactsinc.com/ Video Version: https://youtu.be/2hAHTSiG...

Tony chats with Zach Gleason, Founder at Atlanta Sales, they help independent agents and brokers coaching, training, and managing sales people. They now have their own proprietary software sales management system specifically tuned to help insurance producers get organized with their sales efforts. Zach Gleason: https://www.linkedin.com/in/zacharygleason/ Atlante Sales: https://atlantesales.com/

Tony chats with Craig Foster, CEO, and Jim Strickland, GM North America at Ondo Insurtech. They are creating a world leader in claims prevention technology for home insurer, specifically water prevention. Their Leakbot detects leaks, and their network of local plumbers go out to fix the leaks before they become a large claim, all paid for by your insurer! The ROI of prevention is so good that it m...

Tony chats with Nick Kidd, CEO & Co-Founder at Quotey, a Canadian insurtech commercial insurance quoting marketplace for agents and brokers. From the single question about what they do, Quotey walks the broker through the correct application and finds coverage from multiple carriers. Quotey was built by a broker for brokers to fix the frustrations he had with the insurance market. Nick Kidd: h...

Tony chats with Robin Roberson, Co-Founder and CEO at Agentech. They create digital agents specifically trained on tasks related to claims handling. It's like each claims handler having hundreds of assistants to help them go through the data, summarizing it quickly, and allowing the claims professional to make better decisions. Robin Roberson: https://www.linkedin.com/in/robinroberson/ Agente...

Tony chats with Elan Gefen, Go to Market Lead at Eventual Treasury, a revenue co-pilot for insurance agents and brokers. They do 3 basic things: 1. Help with auto revenue reconciliation. 2. Revenue recovery. 3. Real-time financial forecasting. Overall, they solve huge issues on the financial and accounting side of insurance agency operations. Elan Gefen: https://www.linkedin.com/in/elan-gefen-3510...