Welcome to this episode of Founders Journey! Join us as David Watson shares his inspiring entrepreneurial path in the world of insurtech. David recounts his journey from working at Chick-fil-A to founding Blue Lake Insurance and developing the innovative platform Risk Advisor. His story illustrates the dedication and vision required to succeed in t…

Welcome to another exciting episode of Founders Journey! In this episode, host Jeff sits down with Sunil Madhu, a seasoned entrepreneur and founder of six successful companies, including the $5 billion giant, Socure. Sunil shares his incredible journey from systems architect to startup founder, with a focus on IT risk and security, and how these ex…

Welcome to this episode of Founder's Journey! Join us as Taylor Mobley, the CFO of Bamboo Insurance, shares insights into the company's innovative strategies and evolution in the insurance market since 2020. With a rich background in public accounting and experience at Ernst Young and Kemper, Mobley discusses how Bamboo prioritizes technology and o…

In this episode of Founder's Journey, Bobbie Shrivastav shares her remarkable transition from technologist to a prominent founder in the insurtech space. Starting in 2015 with her first startup, Doxmore, Bobbie was inspired to digitize documents after experiencing the inefficiencies of paperwork during her maternity leave. Her journey led to the cr…

Welcome to another insightful episode of Insurance VC, PE, and M&A with Jeff, where we delve into the complexities of insurance lending with Scott Stars, a key figure at Oak Street Funding. Scott discusses his transition from a successful career at HSBC to his current leadership role in the specialized world of insurance loans. This episode offers …

Welcome to another insightful episode of Insurance VC, PE, and M&A. Today, host Jeff sits down with Grant Griffin, Vice President of Investment Banking at Sherman Company, to delve into his transition from retail insurance to leading M&A efforts in the insurance sector. Grant shares his expertise in navigating the intricacies of insurance mergers a…

In this episode of Founders Journey, host Jeff Shi sits down with Tony Lew, co-founder of insurtech New York, to discuss his journey from software engineering to building one of the most influential insurtech communities. Tony shares how he and his partner David Gritz started insurtech New York, their challenges in pivoting through the COVID-19 pan…

Welcome to this exciting episode of Founders Journey, where host Jeff interviews Wade Millward, a pioneering entrepreneur in the insurance industry. Wade recounts how he and Jeff first connected at an insurtech event in New Mexico three years ago, bonding over their shared passion for innovation. Wade's story starts as a third-generation insurance …

In this episode of Post-ITC Reflection, we sit down with Laurissa Berk, Director of Global and Experiential Education at the University of Connecticut. Laurissa shares insights into how UConn is bridging the gap between academia and industry, particularly within the insurtech space. She discusses the university’s approach to fostering talent pipeli…

Welcome to this episode of Founders Journey, where Jeff dives into an inspiring conversation with Beau Bratton, a pioneering entrepreneur in CRM solutions. From his Santa Barbara roots to building a game-changing CRM tool in the insurance industry, Beau’s journey is one of resilience, innovation, and adaptability. He shares how his early telemarket…

In this episode of Post-ITC Reflection, we sit down with Jon Spaugy to unpack his experience at ITC Vegas. Jon, a seasoned industry professional and event organizer, shares his first-time experience attending the conference as a registered participant. He reflects on the sheer scale of the event, key takeaways on networking, and how ITC fosters con…

In this episode of Industry Voice, host Jeff welcomes Nick Hoadley, founder of Insurance Search and host of the Insurance Coffeehouse Podcast. Nick shares his journey from law to insurance broking, and how his experiences led him to build a successful executive search firm specializing in the insurance and Insurtech industries. He dives into the ev…

In this episode of Industry Voice, host Jeff Shi sits down with the powerhouse behind some of the biggest events in Insurtech, Thien Palmer. Known for her ability to create high-impact experiences, T has been shaping the industry's conference landscape for years—often behind the scenes. From orchestrating the first offsite event at ITC to leading m…

In this special episode of the Post-ITC Reflection series, Jeff Shi is joined by Alexis Vaughn for an engaging discussion about her journey in the insurance industry, her experiences at ITC Vegas, and the impact she's making through Offcourse Consulting. Alexis shares how she transitioned from being an insurance agent to a corporate broker, then in…

In this episode of Post ITC Reflection, host Jeff sits down with James Benham, CEO of JBKnowledge and Terra, to break down key takeaways from ITC Vegas. James, an entrepreneur, investor, pilot, and InsurTech thought leader, shares his perspectives on AI trends, the future of InsurTech, and the evolving venture capital landscape. He also discusses t…

In this episode of Post ITC Reflection, host Jeff Shi sits down with Kyle Geoghan to discuss the biggest trends and insights from ITC Vegas. Kyle, co-founder of Indem, shares his journey from growing up in a family insurance business to launching an InsurTech startup powered by generative AI. They dive into how AI is reshaping the industry, the shi…

In this episode of Industry Voice, host Jeff Shi welcomes the legendary Troy Korsgaden to discuss his extensive career in the insurance industry. Troy shares his journey from building one of the largest Farmers agencies in America to becoming a sought-after consultant and speaker. He reveals key strategies for scaling an insurance agency, building …

Welcome to another episode of Industry Voice with Jeff! Today, Jeff interviews Michael Weaver, founder of Weaver Sales Academy and a prominent figure in the insurance industry. Michael shares his journey from an internship at an insurance agency during college to launching his own scratch agency with his wife, which ultimately led to the creation o…

In this special episode of our post-ITC Vegas reflection series, host Jeff Shi sits down with InsurTech veteran Bobbie Shrivastav to break down the key moments, trends, and takeaways from ITC Vegas. Bobbie shares her thoughts on how ITC has evolved since 2018, the importance of industry connections over content, and the innovative ways companies ar…

In this special ITC Vegas Reflection episode, host Jeff Shi sits down with Bryan Falchuk to unpack their experiences at Insurtech Connect 2024. They discuss the overwhelming presence of AI at the event, how companies are racing to integrate AI into insurance, and whether this technological shift is truly revolutionizing the industry or just the nex…

In this episode of ITC Vegas Reflections, host Jeff Shi sits down with Nichole Peck, the mastermind behind ITC Vegas 2024, to discuss the incredible effort that goes into creating the world's largest insurance innovation event. Nicole shares insights on the event’s evolution, the strategic planning behind its success, and the exciting new segments …

In this episode of Industry Voice with Jeff, host Jeff Shi sits down with Jason Cass, a leading voice in the insurance podcasting space, to explore his remarkable career journey. From his early days in window sales to becoming a successful insurance agency owner, Jason shares the pivotal moments, mentors, and experiences that shaped his path. He di…

Welcome to another engaging episode of Industry Voice with Jeff! Today, Jeff sits down with Jason Butts, President of SimplyIOA, to discuss his remarkable career in the insurance industry. From his upbringing in an insurance family to leading an independent agency, Jason shares how his journey has shaped his innovative approach to insurance and cus…

In this episode, host Jeff Shi is joined by two industry experts, Matthew Monson and Joe Petrelli, to discuss the ripple effects of the devastating California wildfires on the insurance industry. They dive into the challenges of claims litigation, the financial strain on insurance carriers, and the growing role of the California Fair Plan as insure…

In this episode of the Claims Adjusted podcast, host MJ Martinez sits down with Timon Gregg, co-founder and CEO of Strala, to discuss how AI is revolutionizing the claims process. Timon shares his journey from algorithmic energy trading and private equity to co-founding Strala, a company dedicated to enhancing the claims experience for adjusters, i…

Welcome to this episode of Industry Voice, where Jeff sits down with Bryan Falchuk, a prominent leader in the insurance industry whose career includes management consulting, key roles at Liberty Mutual, and experience in international markets like Singapore and Hong Kong.Bryan shares his journey from consultant to Chief Claims Officer, offering uni…

Welcome to this episode of Industry Voice, where Jeff sits down with Brian Del Savio, Vice President of Sales at New Benefits, to explore their pioneering approach to non-insured benefits. In this conversation, Brian shares insights into his career shift from Guardian Life to New Benefits and the company's commitment to reducing health and lifestyl…

Welcome to another insightful episode of Industry Voice with Jeff! In this episode, Jeff is joined by Alan Demers, whose career in the insurance industry spans decades, from his early work at Aetna Property Casualty to serving as Vice President at Nationwide. Alan shares his deep knowledge and experience in catastrophe response, recounting signific…

In the debut episode of the "Claims Adjusted Podcast" under the InsurTechs.io umbrella, host MJ Martinez welcomes special guest Brendan Corr. Together, they explore the challenges of mental health in the insurance industry, particularly in claims, and discuss Brendan's inspiring journey from the golf industry to insurance and the launch of Project …

Welcome to another insightful episode of Industry Voice! Today, our host sits down with Victor Gonzalez, a former professional baseball player turned insurance expert and marketing entrepreneur. Victor shares his unique journey from the sports world to the insurance industry, where he has built a thriving career despite challenges along the way.In …

Welcome to another inspiring episode of Industry Voice with Jeff! In this conversation, Jeff is joined by Stacey Brown, a trailblazer in the InsurTech industry. Stacey takes us through his remarkable career journey, starting in retail management, transitioning into IT during the dot-com era, and ultimately finding his true calling in the insurance …

In the first episode of our new series, "Insurance Litigation Frequency," host Jeff Shi is joined by legal experts Matthew Monson and Joseph Petrelli to discuss KPMG's groundbreaking move into the legal space. Together, they explore the implications of this shift for the insurance and legal industries, analyze emerging trends, and provide expert in…

In this insightful episode of Industry Voice, host Jeff Shi sits down with Arlind Mucaj to explore his dynamic journey through the insurance and InsurTech sectors. A seasoned professional with over 16 years of experience, Arlind shares his story of falling into the insurance industry, transforming processes at major carriers like Travelers, The Har…

In this episode of Industry Voice, host Jeff Shi sits down with Jason Shapiro from Root Insurance to explore how the company is transforming the auto insurance landscape. Jason shares his unique journey from automotive technology to managing revenue for Root's B2B distribution. The conversation dives into Root's innovative strategies, from their pa…

Join host, Jeff Shi as he sits down with David Gritz and Stacey Brown to dive into the world of Insurtech Slopes, an innovative event designed to break free from traditional networking molds. Discover the origins of this unique winter forum, which combines business collaboration with outdoor adventure, fostering deep connections among Insurtech fou…

In this episode of Industry Voice, Jeff Shi engages in a thought-provoking discussion with Joey Liner, a distinguished leader in the performance marketing industry. Joey reflects on his remarkable journey, beginning with his early career in call center services and later transitioning into media and lead generation. Drawing from his 27 years of exp…

In this episode of Industry Voice, Jeff sits down with David Gritz, co-founder of InsurTech New York and a prominent leader in the InsurTech space. David shares his remarkable journey from working in tech to building a thriving community that bridges the gap between startups and investors in the insurance industry. David recounts his introduction t…

Welcome to another episode of Industry Voice with Jeff! In this insightful conversation, Jeff is joined by Bobbie Collies, the Chief Insurance Officer at Coterie Insurance, to explore her impressive 21-year journey in the insurance industry. From her early days as a Commercial Lines Underwriter Trainee at Society Insurance in Wisconsin to leadershi…

Welcome to another episode of Founders Journey with Jeff! In this episode, Jeff chats with Nicholas Ayers about his incredible journey to founding Better Agency, shares insights into the M&A between GloveBox and Better Agency, and dives into Nicholas’ exciting plans for the future as the new Head of Growth at GloveBox. Whether you're a founder navi…

In this episode of Industry Voice, host Jeff Shi welcomes Carey Wallace, a dynamic entrepreneur and founder of Agency Focus, who shares her incredible journey from a tech startup to a leader in insurance consulting. Dive deep into Carey’s insights on helping agencies prepare for valuation, develop exit strategies, and ensure seamless transitions fo…

In this episode of Founder's Journey, host Jeff Shi sits down with Ryan Mathisen, co-founder of GloveBox, to explore the strategic merger and acquisition between GloveBox and Better Agency. Ryan provides an inside look at the M&A process, sharing key details about how the partnership came together and the long-term vision driving the decision. Ryan…

Welcome to another exciting episode of Industry Voice with Jeff! Today, Jeff dives deep into the world of actuarial science and InsurTech, featuring guest Chelsea Adler, a seasoned actuary and social media influencer. Chelsea shares her career evolution, from her early days working in her father's insurance office to becoming a leader in the InsurT…

Welcome to another insightful episode of Industry Voice with Jeff! In this conversation, Jeff sits down with Bill Harris, co-founder of the renowned InsureTech Connect (ITC) event, to discuss his journey from fintech professional to a leading figure in the insuretech world. Bill shares his fascinating story, beginning in Maryland and leading to the…

Join Jeff on this episode of Industry Voice as he talks with Ema Roloff, a former teacher turned corporate trainer, tech, and insurance industry leader. Ema shares her inspiring career transition, how platforms like TikTok and LinkedIn reshaped her path, and her journey into content creation and community-building. Don’t miss her insights on leader…

Industry Voice: How Daniel Seong Leveraged Social Media for Insurance SuccessWelcome to today's episode of Industry Voice with Jeff! In this exciting conversation, Jeff sits down with Daniel Seong, a successful insurance agency owner and TikTok influencer, to explore his remarkable journey from humble beginnings to industry leadership. Get ready to…

Transforming Insurance with AI: Kyle Geoghan's Founder Journey at Indemn In this episode of Founders Journey, host Jeff Shi welcomes Kyle Geoghan from Indemn. Kyle discusses his path from growing up in an insurance family to co-founding his company. Key themes include the challenges faced by independent insurance agents, the transformative power of…

Insurance VC, PE, and MA: Key Strategies for Investing in Insurtech Startups with Adam BlumencranzIn this inaugural episode of 'Insurance VC, PE, and MA,' host Jeff welcomes Adam Blumencranz as the first guest. The conversation spans the intricacies of capital deployment in the venture capital, private equity, and M&A sectors within the insurance i…

Welcome to another insightful episode of the Hurricane Helene podcast. In this episode, host Jeff sits down with Shaun Markwardt, a public adjuster, to explore the intricacies of insurance claims following Hurricane Helene. Shaun shares his unique journey from staff adjuster to public adjuster, highlighting the distinctions between these roles and …

Welcome to a special Hurricane episode of Industry Voice with Jeff! Today, Jeff is joined by Jason Butts, president of Simply IOA, to provide an on-the-ground perspective of Hurricane Helene's devastating impact on Pinellas County, Florida. Jason recounts the flood damage, personal stories, and the overwhelming challenges residents faced during thi…

Welcome to another emergency Hurricane episode of Industry Voice with Jeff! Today, Jeff sits down with Justin Roth, an associate director specializing in catastrophe analytics and R&D, to discuss the critical intersection of meteorology and insurance. Despite experiencing power outages at home, Justin shares his unique journey from a background in …