Insurtech Slopes: Redefining Networking for Founders and Investors

Insurtechs.io

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محتوای ارائه شده توسط Insurtechs.io. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Insurtechs.io یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/species-unite">Species Unite</a></span>

1
Species Unite

لغو اشتراک

۴ روز پیش۴d ago

لغو اشتراک

ماهیانه+

Stories that change the way the world treats animals.

حدود یک سال پیش 18:54

MP3•خانه قسمت

With insights into past events, including their impactful workshops and engaging discussions, the trio highlights how Insurtech Slopes creates memorable experiences that balance professional growth with personal enrichment.

Tune in to learn about the event's history, what's coming up in Vail this February, and how these gatherings are shaping the future of Insurtech.

_____________________________________________ Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/

David Gritz:

https://www.linkedin.com/in/davidgritz/

Stacey Brown:

https://www.linkedin.com/in/staceybrown/

84 قسمت

#Business #InsurTechs.io

Insurtechs.io

Insurtech Slopes: Redefining Networking for Founders and Investors

Insurtechs.io

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

Tune in to learn about the event's history, what's coming up in Vail this February, and how these gatherings are shaping the future of Insurtech.

David Gritz:

https://www.linkedin.com/in/davidgritz/

Stacey Brown:

https://www.linkedin.com/in/staceybrown/

84 قسمت

#Business #InsurTechs.io

All episodes

Insurtechs.io

1
Global Insurance Transformation, Community, and the Power of Mindset with Rory Yates 36:22

1 day پیش36:22

36:22

In this thought-provoking episode, Jeff sits down with Rory Yates, Group Vice President of Corporate Strategy at EIS, to explore his dynamic journey from a tech-savvy athlete to a global leader in insurance transformation. Rory opens up about growing up in poverty, using sports to earn an education in the U.S., and his pivot from launching one of the first internet banks in the UK to helping reshape the global insurance landscape. The conversation dives deep into how legacy mindsets—not legacy technology—are holding the industry back, why true transformation requires customer-centric platforms, and how insurtech is a vital ecosystem rather than just a trend. Rory shares insights on building a modern insurance stack that supports rapid deployment, AI-driven innovation, and multi-market scalability. If you're looking for a candid discussion on the future of insurance, the power of community, the cultural divide between UK and US insurance markets, and why adaptability and openness are the keys to success, this episode is for you. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Rory Yates : https://www.linkedin.com/in/roryyates/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Fixing the Insurance Data Problem: Roman Stepanenko on Conversions, Governance & RecordLinker 32:04

۴ روز پیش32:04

32:04

In this episode of Founders Journey, Jeff sits down with Roman Stepanenko, founder of Record Linker and co-founder of RiskMatch. Roman shares his fascinating transition from software developer to insurtech entrepreneur, starting with the creation of RiskMatch and continuing with his latest venture, Record Linker. They dive deep into the overlooked and often painful world of insurance data conversions and governance. Roman breaks down how legacy systems, poor reference data quality, and post-M&A chaos affect brokers—especially those trying to centralize operations. He explains how Record Linker uses machine learning to drastically reduce manual work for data governance teams, saving them from long hours and holiday shifts. You'll hear about Roman’s entrepreneurial path, why he bootstrapped the company, the difference between building for executives vs. daily users, and how Record Linker is quietly revolutionizing the way data is handled behind the scenes in insurance. This episode is essential for anyone working in or investing in the future of insurtech infrastructure. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Roman Stepanenko : https://www.linkedin.com/in/romanstepanenko/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
How Melon Local Became a Powerhouse for Insurance Marketing with Whitney Olson 21:30

۶ روز پیش21:30

21:30

In this episode of Founders Journey, Jeff sits down with Whitney Olson, co-founder and CEO of Melon Local, to unpack the story of how a boutique digital marketing agency became a trusted partner for some of the nation's top insurance agents. Whitney is joined by Senior Director of Paid Search, Megan, and Senior Director of Business Development, Katie Olson, to share how Melon Local turned a living-room startup into a 70-person team spending over $2.5 million a month on paid media. Whitney shares how her background in hospitality and her husband’s experience as a top-producing insurance agent sparked the vision for Melon Local. With a deep focus on personalized service, data-driven paid search strategies, and agent-focused growth, Melon Local has built a name in the competitive insurance marketing space. This episode explores everything from early startup fears during the COVID pandemic to dominating the insurtech marketing landscape with organic SEO, review management, social media, and webinars. Tune in to learn how Melon Local became a go-to growth engine for insurance agents—and why so many clients who leave end up coming back. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Whitney Olson : https://www.linkedin.com/in/whitney-green-olson-45161811a/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Evolution of insurtech with Denise Garth, Chief Strategy Officer at Majesco 46:28

۸ روز پیش46:28

46:28

In this powerful episode, Jeff sits down with insurtech trailblazer Denise Garth, Chief Strategy Officer at Majesco. With over three decades of experience in both business and IT across insurance carriers, vendors, and global industry organizations, Denise brings unmatched insight into the evolution of the insurtech landscape. From launching Majesco's now top-ranked podcast to being one of the earliest voices championing digital transformation, Denise unpacks the industry's decade-long journey with technology, the shift from legacy systems to GenAI, and what innovation truly means for carriers today. Denise shares how she foresaw the impact of technologies like IoT on the insurance sector, explains the ongoing operational risk of legacy systems, and outlines why every insurer must rethink their business and operating models in an AI-first world. This conversation is packed with practical insights for insurance leaders, marketers, technologists, and anyone interested in the future of insurance. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Denise Garth : https://www.linkedin.com/in/denisegarth/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Revolutionizing Insurance Tech and Lead Gen with Steve Mohr 34:16

11 روز پیش34:16

34:16

In this episode of Industry Voice, we sit down with Steve Mohr, a seasoned insurance technology entrepreneur and founder of The Insurance Index. Steve takes us through his multi-decade journey in the insurance and insurtech space, from starting out as a producer in Florida’s non-standard auto market, to building revolutionary agency management tools, and now leading lead generation and distribution efforts for NowCerts through his new platform, LeadX. We dive into the pivotal moments of Steve’s career—his early success with eAgent in the Allstate ecosystem, his transition to LightSpeed Voice, and how he became the “events guy” across the industry. Steve shares how his networking and event-driven mindset led to the creation of The Insurance Index, a now-thriving platform bridging vendors and agents. The conversation also explores the complexities of the insurance lead generation market, the challenges of connecting insurtech vendors with agencies, and how LeadX is setting a new standard with peer-to-peer lead exchanges and integrated quoting tools. Whether you're in the insurtech space, working in an agency, or looking to optimize your lead pipeline, this episode is packed with strategies, lessons, and forward-thinking ideas that will resonate. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Steve Mohr : https://www.linkedin.com/in/stevemohr/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Evolving Role of Strategic Partnerships in Insurance Distribution with Jeff Pireu 36:12

13 روز پیش36:12

36:12

In this episode of Industry Voice, host Jeff Shi sits down with Jeff Pireu, Vice President of Strategic Partnerships at First Choice, a MarshBerry company. With over 30 years in the insurance industry—spanning claims, sales, and executive leadership roles at Nationwide—Jeff shares his journey from carrier-side leadership to the forefront of agency distribution. The conversation dives into the complexities of building scalable strategic partnerships, filtering insurtech solutions for real agency ROI, and creating tech councils that help vet emerging tools for First Choice members. Jeff also discusses how First Choice distinguishes itself in the competitive aggregator and franchise ecosystem, the shift from legacy carriers to insurtech MGAs, and how innovation is shaping the E&S market. This episode offers a wealth of insight for insurance professionals navigating a rapidly evolving tech and distribution landscape. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Jeff Pireu : https://www.linkedin.com/in/jeff-pireu-cic-crm-clcs-plcs-rcc-a668083/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Rethinking Insurance Distribution with Patrick Tullius 33:39

15 روز پیش33:39

33:39

In this episode, host Jeff Shi sits down with Patrick Tullius, Managing Director at INS Capital Group, to dive deep into the evolving world of insurance distribution, insurtech innovation, and the critical role of MGAs in bridging the gap between carriers and cutting-edge technologies. Patrick brings his extensive experience in investment banking and his unique perspective on raising capital, building programs, and aligning incentives between underwriters and distributors. The conversation explores why the most successful MGAs have deep actuarial roots, how embedded insurance can scale across verticals, and what VCs should really be looking for when evaluating insurtech opportunities. If you're an insurtech founder, investor, or operator trying to navigate the complexities of today's capital markets and distribution dynamics, this episode is a must-listen. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Patrick Tullius : https://www.linkedin.com/in/patrick-tullius-465bb845/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
How to Sell an Insurtech Startup in a Down Market with Daniel Metcalf 32:50

18 روز پیش32:50

32:50

In this episode, we sit down with Daniel Metcalf, co-founder of Smart Harbor, to explore the complete lifecycle of building and exiting an insurtech business. Daniel shares the origin story of Smart Harbor, a company born out of the belief that independent insurance agents needed modern digital tools to compete with direct writers. He talks about the company's evolution from its startup days to a strategic acquisition by Vertafore, revealing hard-earned insights into timing the market, building valuable tech for a niche audience, and navigating a sale in a down market. Daniel also reflects on what founders often get wrong about exits, how M&A differs when strategic buyers are involved, and what he would do differently if he started again today. This episode is a must-listen for insurtech founders, operators, and investors who want a clear-eyed view of what it really takes to succeed and exit in today's market. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Daniel Metcalf : https://www.linkedin.com/in/danielmetcalf/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Embedded Insurance, Risk Carriers, and insurtech Innovation with Theresa Blissing & Michael Waitze 1:06:36

20 روز پیش1:06:36

1:06:36

In this episode of Insurtechs.io, host Jeff Shi is joined by Theresa Blissing and Michael Waitze to unpack the dynamic evolution of embedded insurance, the strategic role of risk carriers, and what drives the next generation of insurtech innovation. The conversation dives deep into how customer-centricity is reshaping product development, the differences between U.S. and Asia-Pacific markets, and the broader implications of trust, distribution, and underwriting in modern insurance. Tony and Michael share their extensive industry perspectives—from the necessity of regulation to tech-driven disruption—and challenge listeners to think differently about how insurance can be more inclusive, accessible, and seamlessly integrated into everyday experiences. This episode is packed with insight for founders, investors, and incumbents navigating the future of insurance. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Theresa Blissing : https://www.linkedin.com/in/theresablissing/ Michael Waitze : https://www.linkedin.com/in/michaelwaitze/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building a Software-Enabled Underwriting Company with Bobby Touran 44:30

22 روز پیش44:30

44:30

In this episode, Jeff Shi sits down with Bobby Touran, the two-time founder and CEO behind leading insurtech startups Pathpoint and Rainbow. Bobby shares his journey from building software-driven companies to founding two specialized underwriting and distribution platforms within the commercial insurance space. Hear how Bobby transitioned from the world of engineering-led startups into surplus lines brokerage and eventually launched Rainbow—a software-enabled underwriting company focused on niche commercial markets like restaurants and wellness. Bobby dives deep into the differences between building his first and second insurtech startup, the evolution of fundraising in today's market, and what makes a successful team in this space. He unpacks Rainbow’s underwriting-first model, their focus on agent partnerships, and how their internally-built technology platform enhances efficiency without sacrificing the human touch. This conversation is packed with valuable insights on capital raising, product development, team-building, working with carriers, and scaling insurtech businesses sustainably. Whether you're a founder, investor, underwriter, or agent, Bobby’s tactical and honest reflections are must-listen. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Bobby Touran : https://www.linkedin.com/in/bobby-touran-782a6513/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Using AI to Drive Underwriting Efficiency at Scale with Sarah Reeves & Matthew Sutika 53:01

25 روز پیش53:01

53:01

In this episode, we dive into the future of underwriting transformation with Steve Reeves, Chief Insurance Officer at Voxel, and Mico Sutika, VP of Sales. Hosted by Jeff Shi, this conversation explores how Voxel is applying advanced AI and machine learning technologies to solve long-standing inefficiencies in commercial underwriting. From automating data ingestion to surfacing high-quality leads and improving the underwriter experience, Steve and Mico break down the mechanics of deploying AI in real-world workflows. They also discuss how to think about ROI when evaluating insurtech vendors, the gap between carrier innovation goals and actual execution, and what the next evolution of insurance distribution might look like. This episode is packed with practical insights for carriers, MGAs, and tech partners navigating the rapidly evolving insurtech landscape. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Sarah Reeves : https://www.linkedin.com/in/sarah-gandy-reeves-49a70519b/ Matthew Sutika : https://www.linkedin.com/in/matthewsutikanimbleins/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
From the NFL to Insurtech Vegas: Marcus Ogden’s Unbreakable Mindset and Story of Redemption 37:33

29 روز پیش37:33

37:33

In this powerful episode of Industry Voice, Jeff sits down with Marcus Ogden — former NFL offensive lineman turned motivational speaker, entrepreneur, and insurtech advocate. Marcus opens up about his extraordinary journey from football stardom to personal and professional rock bottom, and how he clawed his way back through grit, authenticity, and purpose. He recounts the collapse of his multimillion-dollar construction business, the humbling reality of working as a custodian, and how those trials forged the mindset that now fuels his mission to help others break through adversity. From NFL locker rooms to insurtech ITC Vegas stages, Marcus shares why building your personal brand, embracing failure, and being your own CEO is vital — especially for those entering a new chapter after a long career in insurance. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Marcus Ogden : https://www.linkedin.com/in/marquesogden/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Crypto Meets Insurance: Risks, Regulation & Real-World Use Cases 38:39

29 روز پیش38:39

38:39

In this episode of Industry Voice, Jeff Shi sits down with two industry veterans, Susan Holliday and David Crosbie, for a deep dive into the intersection of crypto, blockchains, and the insurance world. Susan shares her extensive experience leading strategy at Swiss Re and her early encounters with blockchain technology, while David recounts his transition from teaching crypto at UPenn to serving as a crypto advisor at the SEC during pivotal cases like FTX and Terraform Labs. The trio explores practical use cases for blockchain in insurance, the emergence of stablecoins, challenges in underwriting crypto companies, the importance of custody and regulation, and the potential for MGA innovation and mutual models in a high-risk space. It's a thoughtful and in-depth look at how crypto is colliding with traditional insurance and where the real opportunities and threats lie. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Susan Holliday : https://www.linkedin.com/in/susan-c-holliday/ David Crosbie : https://www.linkedin.com/in/davidcrosbie/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Modernizing Insurance Sales Enablement with Caleb Cramer of Launch 20:39

۵ weeks پیش20:39

20:39

In this episode of Industry Voice, Jeff Shi is joined by Caleb Cramer, Chief Revenue Officer of Launch. Caleb shares his journey from traditional B2B sales into the insurance space and discusses how Launch is transforming the producer-client relationship. From his days at AgencyZoom and Ascend to helping agencies improve enterprise risk management through Launch’s unique assessment and action-planning tools, Caleb is on a mission to empower insurance sales teams with cutting-edge, easy-to-use technology. Learn how Launch helps producers identify niche markets, quantify risk, and guide clients beyond the premium, while increasing close rates and improving client alignment. This conversation dives into the changing expectations of insureds, what producers are missing today, and how the future of sales enablement is unfolding in the insurtech world. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Caleb Cramer : https://www.linkedin.com/in/caleb-cramer/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Navigating Executive Search in Insurtech: Clarity, Talent, and Market Trends with Ira Ziff 24:24

۵ weeks پیش24:24

24:24

In this episode of Industry Voice, we sit down with Ira Ziff, a veteran in executive search with nearly three decades of experience. Ira shares his expertise on bringing clarity to hiring strategies in the insurtech sector, offering insight into the challenges of dysfunctional job descriptions, retention issues, and misaligned expectations between employers and candidates. From his recent experience at the Connected Claims Conference to advice on fractional talent and navigating emerging markets, Ira unpacks key strategies for growing companies and professionals looking to make their next move. This episode is a must-listen for hiring managers, founders, and professionals eager to understand the evolving landscape of insurtech recruitment. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Ira Ziff : https://www.linkedin.com/in/iraziff/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building Community & Talent in insurtech with Josh Hollander 31:21

۵ weeks پیش31:21

31:21

In this episode of Industry Voice, host Jeff Shi welcomes Josh Hollander, President of Horton International USA, host of the insurtech Leadership Podcast, and co-founder of the insurtech Association. Josh shares his remarkable journey from investment banking and fintech entrepreneurship to becoming a key community builder and talent strategist in the insurance and insurtech ecosystem. The conversation explores Josh’s early experience co-founding a robo-advisor platform in the 90s, his transition into executive search, and his leadership in launching initiatives like the Hartford InsurTech Hub and Imagine Incubator. Josh also discusses the patterns he’s seen across over 170 podcast interviews with startup founders, offering insight into what makes great leaders succeed, common blind spots, and the challenges international founders face in the U.S. market. This is a rich episode full of lessons from both sides of the insurtech table. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Josh Hollander : https://www.linkedin.com/in/joshuarhollander/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
From Selling Shoes to Building a $15M Insurance Empire with Dan Kitajima 36:29

۶ weeks پیش36:29

36:29

In this episode of Industry Voice, host Jeff Shi welcomes Dan Kitajima, founder of one of the largest farmer’s insurance agencies in California. Dan shares his journey from working at a sneaker store in college to becoming a top-performing insurance agent. He opens up about the grind of building his agency from scratch—starting with two people in a shared conference room—and scaling to over 22 licensed agents and nearly $15M in annualized premium. Dan dives deep into the pivotal moments that shaped his business: the leap of faith into a high-rent office, the transformation brought on by marketing and automation, and the power of mentorship—both online and through mastermind dinners with industry peers. This episode is packed with insight on building momentum in a slow-starting insurance career, the value of systems and sales training, and why focusing on what you do best can be the most powerful strategy of all. If you're scaling an insurance agency or thinking about making the leap, this one's for you. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Dan Kitajima : https://www.linkedin.com/in/dan-kitajima-493163a/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building Careers in Insurance Through TikTok and Empowerment with Samantha Ridgewell 45:20

۶ weeks پیش45:20

45:20

In this episode of Industry Voice, Jeff Shi sits down with Samantha Ridgewell, Managing Director of Empower Development, to explore how social media—particularly TikTok and LinkedIn—can reshape the way young professionals discover and enter the insurance industry. Samantha shares how her engaging content has influenced over 200 people to find roles in the London insurance market, and offers an insider’s look at Lloyd’s of London, including the unique culture, ecosystem, and generational shifts within the market. From building community through creative digital content to founding her own company while on maternity leave, Samantha’s story is a masterclass in innovation, empathy, and making insurance careers more accessible. Learn how she grew a team of 12, leveraged proximity networking, and her big goals for TikTok in 2025. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Samantha Ridgewell : https://www.linkedin.com/in/samanthalydonempower/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building a Legacy of Impact: From Insurance to Philanthropy with Anthony Gruppo 42:49

۶ weeks پیش42:49

42:49

In this powerful episode of Insurance Dads, hosts Matt Sutika and Jeff Shi sit down with the ever-inspiring Anthony Gruppo—a serial entrepreneur, board chair, author, and philanthropist. Anthony opens up about his incredible journey from blue-collar beginnings and early sales jobs to leading major organizations like USI and Marsh, and ultimately founding Vantage Insurance Partners. But what truly sets Anthony apart is his unwavering commitment to making a difference through his family's foundation, which supports autism programs and senior care. Anthony shares how personal experiences, including being a foster parent and having a granddaughter on the autism spectrum, shaped his outlook on leadership, philanthropy, and humanity. The conversation goes beyond business as Anthony reflects on the importance of servant leadership, balancing work and family, and his thoughts on AI’s role in the future. If you're an entrepreneur searching for purpose beyond the grind, this one’s for you. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Matthew Sutika : https://www.linkedin.com/in/matthewsutikanimbleins/ Anthony Gruppo : https://www.linkedin.com/in/anthony-c-gruppo-6918709/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Transforming Insurance Through Embedded Distribution: Charles Merritt on Building Buddy 46:45

۷ weeks پیش46:45

46:45

In this episode of Founders Journey, host Jeff Shi sits down with Charles Merritt, co-founder and CEO of Buddy, to unpack his entrepreneurial path from cinematography and tech startups to founding a pioneering insurtech platform. Charles shares how his curiosity and creativity led him from media production to product innovation, ultimately co-founding Buddy to make insurance more accessible through embedded and ecommerce-ready distribution. He explains the original vision behind Buddy’s on-demand accident coverage, the challenges and lessons from launching during the pandemic, and the company’s pivot to becoming an enterprise SaaS platform for insurance carriers. Listeners will gain insight into building from scratch, pitching to Lloyd's, surviving pandemic disruptions, and why Buddy is now the fastest way for carriers to launch products online. This is a must-listen for founders, investors, and anyone passionate about the future of insurance distribution and software. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com/ https://insurtechs-2.creator-spring.comFollow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Charles Merritt : https://www.linkedin.com/in/charlesmerritt/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
From Engineer to insurtech Founder: Sivan Iram’s Journey with Flow Specialty 1:10:25

۷ weeks پیش1:10:25

1:10:25

In this episode of Founders Journey, host Jeff Shi sits down with Sivan Iram, Co-Founder and CEO of Flow Specialty. From coding in his childhood bedroom in Israel to navigating the complexities of venture-backed growth in Silicon Valley, Sivan shares a detailed, candid look into his entrepreneurial journey. He talks through his transition from software engineering to business leadership, the genesis of Flow, and how he and his co-founders identified a gaping opportunity in the wholesale and specialty commercial insurance market. Sivan dives into the highs and lows of fundraising—raising $20M across seed and Series A from top-tier VCs like Lightspeed Ventures and Munich Re Ventures—and what it was like getting the final yes call in his dad’s study. He also reveals why they pivoted from a tech-first platform model to an in-house wholesale brokerage, how they’re applying AI to transform quote-to-bind ratios, and why the future of insurtech lies in dynamic, fluid service experiences. If you're a founder, investor, or just fascinated by the intersection of insurance and technology, this episode delivers deep insights and raw storytelling. -----------------------------Thank you to our sponsors:Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsMavSign up today to claim your exclusive offer: https://hiremav.com/insurtechsWho said insurance isn’t sexy? Prove ‘em wrong – grab your merch today!https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Sivan Iram : https://www.linkedin.com/in/sivaniram/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building Better Insurance with Data, AI, and a Mission-Driven Mindset with Martin Ellingsworth 42:21

۷ weeks پیش42:21

42:21

In this episode of Industry Voice, host Jeff Shi sits down with analytics and insurance veteran Martin Ellingsworth. With a career spanning over four decades—from the Air Force to corporate America to startup culture—Martin shares invaluable insights on transforming the insurance industry through data, ai, and human-centered innovation. The conversation explores the evolution of analytics in insurance, from the early days of fraud detection models and unstructured data to today’s potential with tools like ChatGPT and AI-enhanced image recognition. Martin reflects on his work with giants like Fireman's Fund, USAA, and J.D. Power, as well as his current focus advising insurtech startups and scouting breakthrough technologies. He also gets personal—offering stories of career pivots, his philosophy on transformation, and advice to those aiming to break into or advance in data-driven insurance roles. This episode is a must-listen for anyone passionate about how technology, data, and leadership can change the face of insurance. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today! https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Martin Ellingsworth : https://www.linkedin.com/in/martyells/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
From $16M Exit to Building Intelligent Agencies with Mick Hunt 44:26

۸ weeks پیش44:26

44:26

In this episode of Industry Voice, Jeff sits down with Mick Hunt—consultant, serial entrepreneur, and founder of Premier Strategy Box and Mic Unplugged. Mick shares his incredible journey from a promise he made to his mother at age 10 to building and selling his insurance agency for $16 million by age 32. The conversation dives deep into lessons in leadership, time management, and how Mick is helping agency owners become better CEOs with his consulting firm. Mick also unveils what he’s building next: AI-powered learning systems and digital twins designed to elevate the next generation of insurance leaders. You’ll also hear about his successful podcast journey, his major mentors (including Damon John and Les Brown), and his passion for increasing diversity in the insurance and insurtech space. This is an inspiring episode about building, scaling, and making impact through business and beyond. ----------------------------- Thank you to our sponsors:Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsMavSign up today to claim your exclusive offer: https://hiremav.com/insurtechs Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today.!https://insurtechs-2.creator-spring.com Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Mick Hunt : https://www.linkedin.com/in/mickhunt/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building AI-Powered Claims Solutions: A Deep Dive with Timon Gregg 17:26

۸ weeks پیش17:26

17:26

In this episode of Founders Journey, host Jeff Shi sits down with Timon Gregg, co-founder of a cutting-edge claims technology company. Timon shares his journey from Oxford to launching an AI-driven third-party administrator (TPA) in the U.S., tackling inefficiencies in the insurance claims process. He breaks down how AI-powered automation is transforming claims management—from fraud detection to digital FNOL—and why he and his co-founder relocated to Silicon Valley. Timon also discusses the company’s rapid growth, investment backing, and future plans, including scaling their AI claims solutions and acquiring TPAs. Tune in to hear how AI is reshaping the future of insurance claims! ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Timon Gregg : https://www.linkedin.com/in/timon-gregg/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Innovating Insurance Brokerage: Michael Malfa on the Growth & Future of BoardWalk Insurance 32:40

۸ weeks پیش32:40

32:40

Welcome to another insightful episode of Founders Journey! In this episode, Jeff sits down with Michael Malfa, the co-founder of BoardWalk Insurance, a leading Canadian property and casualty brokerage specializing in commercial P&C. Michael takes us through his journey into the insurance industry and how he co-founded BoardWalk with a vision to bring innovation and efficiency to the traditional brokerage model. Throughout the conversation, Michael highlights the unique challenges facing insurance brokers today and how BoardWalk is addressing these issues by leveraging technology. He shares the story behind their proprietary agency management system, designed to streamline broker operations, and discusses the broader role technology plays in the future of the insurance industry. The episode wraps up with exciting insights into BoardWalk’s future plans for growth, including potential capital raising and the launch of a producer accelerator program aimed at attracting new talent to the industry. Michael also touches on the importance of partnerships and collaborations in scaling their business and expanding their impact. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Michael Malfa : https://www.linkedin.com/in/michaelmalfa/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Crypto Meets Life Insurance: Building the First Bitcoin-Based Carrier with Zachary Townsend 43:12

۹ weeks پیش43:12

43:12

In this episode, Jeff sits down with Zachary Townsend, co-founder and CEO of Meanwhile, the world’s first bitcoin-denominated life insurance company. Zach walks us through his journey from working in government and fintech to building a YC-backed startup acquired by Silicon Valley Bank, and now pioneering in insurtech. He dives deep into the origin of Meanwhile, how a late-night “aha” moment turned into a seed round led by Sam Altman, and how Bitcoin is reshaping life insurance as we know it. Zach also shares how Meanwhile is built to serve a global, decentralized economy and what it means to offer secure, tax-efficient, and uniquely structured life insurance products. This one’s packed with real founder insights and serious disruption in the insurance space. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs MavSign up today to claim your exclusive offer: https://hiremav.com/insurtechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Zachary Townsend : https://www.linkedin.com/in/zactownsend/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Bridging Finance and Technology: A Fintech Vision for Insurance with Timothy Li 38:06

۹ weeks پیش38:06

38:06

In this episode, host Jeff Shi sits down with fintech innovator Timothy Li to explore the evolving intersection of financial services and insurance. With a background spanning consumer lending, banking, and tech startups, Timothy brings a deep understanding of how fintech infrastructure can revolutionize traditional insurance operations. The discussion delves into Timothy’s entrepreneurial journey, lessons from launching and scaling multiple ventures, and the critical role of infrastructure and compliance in both fintech and insurtech. Timothy also highlights how adapting successful fintech frameworks can drive innovation in the insurance space, offering insights into automation, underwriting, and distribution strategies for future-ready insurance models. ----------------------------- Thank you to our sponsors: Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Mav Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Timothy Li : https://www.linkedin.com/in/timothytli/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Growing Insurance Trends and Legal Challenges With Lauren Ybarra’s Expertise 25:43

۹ weeks پیش25:43

25:43

Welcome to this insightful episode of Founders Journey! Today, Jeff is joined by Lauren Ybarra, an accomplished legal expert specializing in insurance law. Lauren takes us through her career, from her early ambition to become a judge to her eventual transition into the complex world of insurance law. She shares her work experiences with major companies like Zepco reels, Charbroil grills, and Sagicore Life Insurance Company, illustrating the breadth of her expertise. During the conversation, Lauren provides key advice for startups, focusing on the importance of strategic compliance and understanding state jurisdictions in insurance licensing. She also delves into emerging trends like telematics and cannabis insurance, offering her perspective on how these innovations are shaping the future of the industry. Lauren emphasizes the critical role of regulatory changes, especially in the areas of privacy law, as she outlines her goals for future client acquisitions. Her deep understanding of the legal landscape in insurance and her vision for the future make this episode a must-listen for anyone navigating the insurance industry. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Lauren Ybarra : https://www.linkedin.com/in/lauren-ybarra/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
AI-Powered Sales in P&C Insurance: Scaling Mav AI with Matthew Black 45:11

10 weeks پیش45:11

45:11

In this episode of Founders Journey, Jeff sits down with Matthew Black, founder of Mav AI, to explore how AI is revolutionizing sales and lead management in the P&C insurance space. Matthew shares his journey from a tech-obsessed teenager to building cutting-edge AI solutions for agencies and brokers. They discuss the evolution of AI from chatbots to LLMs, the challenges of scaling insurance sales, and why SMS remains the highest-performing channel for engagement. Matthew also dives into how Mav AI helps agencies break through growth ceilings, optimize lead handling, and leverage AI-powered automation for better efficiency. This conversation is a must-listen for insurance professionals looking to stay ahead in an AI-driven world. ----------------------------- Thank you to our sponsor, MavAI. Sign up today to claim your exclusive offer: https://hiremav.com/insurtechsFollow insurtechs.io: https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod: Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Matthew Black: https://www.linkedin.com/in/madebyblack/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
From Marketing to Ethical Hacking: Josh Crumbaugh’s Cybersecurity Journey 53:51

10 weeks پیش53:51

53:51

Welcome to another insightful episode of Founders Journey! In today’s episode, Jeff interviews Josh Crumbaugh, an influential figure in the ethical hacking world and the founder of PhishFirewall. Josh shares his inspiring transition from a marketing career to becoming a leader in cybersecurity, recounting how his passion for ethical hacking developed and eventually led to collaborating with top red teams and Fortune 500 companies. Throughout the conversation, Josh explains the human elements of cybersecurity that motivated him to establish PhishFirewall, a company focused on training individuals against cyber attacks using behavioral science. He also discusses the alarming rise of AI-driven phishing attacks and how his company is tackling these emerging threats, particularly within government and financial sectors. Listeners will also hear Josh’s valuable advice for aspiring cybersecurity professionals, alongside his vision for PhishFirewall’s future growth. This episode offers a deep dive into the challenges and opportunities in today’s cybersecurity landscape, with actionable insights for business leaders and security experts alike. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Josh Crumbaugh : https://www.linkedin.com/in/joshuacrumbaugh/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Revolutionizing Property Insurance Claims with Elnor Rozenrot 30:26

10 weeks پیش30:26

30:26

In this episode of Founder Journey, host Jeff Shi sits down with Elnor Rozenrot, a seasoned entrepreneur with deep experience in corporate leadership and venture capital. Elnor shares his unconventional path to entrepreneurship, driven by his passion for innovation and disruption. He reflects on his time leading innovation at LG Electronics and his venture capital work focused on transformative technologies. Elnor introduces his latest venture, Claimsetter, which aims to revolutionize the property insurance claims process. Inspired by a friend's difficult claim experience, Claimsetter streamlines the entire process—from pre-claim engagement to contractor coordination and payment—with a mission to resolve claims in just seven days. He breaks down the startup’s unique approach and the adaptability required to thrive in the ever-evolving world of entrepreneurship. The discussion also delves into Elnor’s capital-raising journey, the critical role of insurance agents in enhancing customer experience, and his ambitious vision for Claimsetter’s future. Tune in for insights on innovation, leadership, and the changing landscape of the insurance industry. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Elnor Rozenrot : https://www.linkedin.com/in/elnor-rozenrot-21940/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Revolutionizing Insurance Ratings: A Deep Dive with Joseph Petrelli 36:11

11 weeks پیش36:11

36:11

Welcome to another insightful episode of Founders Journey, where host Jeff is joined by Joseph Petrelli, the founder and CEO of DemoTech. In this engaging conversation, Joseph reflects on his remarkable career in the insurance industry, starting in 1969, and how a Reader's Digest book ignited his passion for actuarial science. From his early days at the Insurance Rating Bureau to his leadership role at Nationwide Insurance, Joseph's journey is one of perseverance and innovation. The discussion highlights the founding of DemoTech in 1985, an independent rating agency that has redefined rating processes for regional specialty insurance companies, title underwriters, and health care sharing ministries. Joseph dives deep into the complexities of reinsurance, the legal challenges the insurance industry faces, and the crucial role of maintaining adequate reserves. As the episode concludes, Joseph shares how DemoTech continues to evolve with the ever-changing landscape of the insurance industry, providing listeners with valuable insights into both past and future trends. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Joseph Petrelli : https://www.linkedin.com/in/joseph-petrelli-6a7101b/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Transforming Financial Advisory with AI Innovations by Sam Robinson 32:50

11 weeks پیش32:50

32:50

Welcome to this episode of Industry Voice with Jeff! Today, Jeff is joined by Sam Robinson, co-founder of an innovative financial advisory company that’s transforming the industry through AI. Sam’s journey into financial services began after a deeply personal experience—the cancellation of his father’s insurance policy in 2015—motivating him to step into the world of financial advising and entrepreneurship. In this insightful conversation, Sam shares how his time at Edward Jones and Northwestern Mutual prepared him for co-founding a business that leverages AI to streamline and optimize financial advisory practices. His company’s AI tool is designed to simplify business strategies, enhance decision-making, and boost revenue for financial advisors, particularly targeting firms with 5-15 agents. Sam also discusses the importance of ethical standards in his business approach, reinvesting profits, and staying lean while delivering substantial results. Throughout the episode, Sam talks about rapid client service, his innovative use of Python for trading desk efficiency, and developing cost-effective AI solutions for advisors. This episode offers a comprehensive look at how technology and ethics can reshape the financial advisory landscape, making it a must-listen for anyone interested in the intersection of finance and AI. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Sam Robinson : https://www.linkedin.com/in/samueljrobinson27/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Journey of Building a Cutting-Edge insurtech Platform with David Watson 33:27

11 weeks پیش33:27

33:27

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 the insurance industry. David dives into the challenges of building Risk Advisor, which aims to streamline insurance processes through automation and data optimization for agents. He shares valuable insights on raising funds, collaborating with co-founders, and creating a user-friendly interface for clients. Throughout the episode, David emphasizes the importance of perseverance and adapting to the evolving landscape of insurtech. Listen as David discusses the ongoing integration of Risk Advisor into existing systems and his commitment to gathering authentic user feedback for continuous improvement. This episode is a testament to the spirit of entrepreneurship and the belief that challenges can be overcome with determination and innovation. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ David Watson : https://www.linkedin.com/in/agentdavidwatson/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Founder’s Journey: AI, Fraud Prevention, and Insurance with Sunil Madhu 38:36

12 weeks پیش38:36

38:36

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 experiences shaped his entrepreneurial path. Sunil delves into his latest venture, Instant, which harnesses the power of AI to provide businesses with fraud loss insurance. He offers valuable insights into the challenges of building this innovative solution, gaining backing from major insurance partners, and the growing importance of AI in managing fraud risk in today’s fast-evolving business landscape. Throughout the conversation, Sunil shares his hiring philosophy, emphasizing the importance of cultural fit, and sheds light on his future goals for Instant. This episode provides an inspiring and informative look at the world of startups, security, and AI-driven innovation. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Sunil Madhu : https://www.linkedin.com/in/sunilmadhu/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Evolution of Bamboo Insurance in the Industry with Taylor Mobley 31:35

12 weeks پیش31:35

31:35

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 omni-channel distribution to achieve capital efficiency. In this episode, Mobley dives into the challenges Bamboo faced entering the California market and their plans for expansion into Texas. He emphasizes the importance of leveraging proprietary technology for risk assessment, particularly regarding hailstorms, and shares details on strategic partnerships and branding origins. The implementation of Guidewire's cloud suite is also a focal point in their journey toward becoming an established insurer. Mobley highlights Bamboo's data-driven approach, detailing their growth from underdogs to key players in the industry. He also talks about the company's exploration of new markets like Utah and Arizona while expressing caution towards high-risk areas such as Airbnb and condominiums. The discussion wraps up with a look at how Bamboo is integrating AI across departments and fostering a dynamic company culture. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Taylor Mobley : https://www.linkedin.com/in/taylor-mobley-72458284/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building Benekiva and the Future of Insurance Solutions with Bobbie Shrivastav 38:19

12 weeks پیش38:19

38:19

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 creation of Benekiva, a revolutionary claims solution platform for life insurance and annuities, born from a pivotal partnership with a financial advisor. Bobbie discusses the hurdles faced while building Benekiva, the importance of strategic investments, and how listening to customers has been key to shaping their product. She reflects on how her corporate experience at companies like Pepsi and the Center for Creative Leadership has influenced her leadership style and decision-making. With a wealth of knowledge gained from her journey, Bobbie recently stepped away from Benekiva to focus on new projects, including launching a book and exploring innovations in long-term care. Looking ahead, Bobbie remains committed to the life insurance sector, with plans to lead independent ventures and drive technological advancements in long-term care. Her story offers a wealth of insights on leadership, resilience, and the importance of community impact. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Bobbie Shrivastav : https://www.linkedin.com/in/bobbieshrivastav/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
How Oak Street Funding Drives Insurance Success with Scott Stars 27:19

13 weeks پیش27:19

27:19

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 valuable insights into Oak Street’s unique approach to financing and their focus on supporting the growth of captive agencies, aggregators, and independent insurance models.Scott sheds light on Oak Street’s loan products, from working capital to acquisitions, and explains the criteria they use to assess loan approvals. He shares strategies for driving organic growth in the insurance sector and emphasizes the importance of aligning financial services with the evolving needs of insurance businesses. Listeners will gain a deeper understanding of how lending can fuel the expansion of the insurance industry.Wrapping up the conversation, Scott talks about Oak Street’s ambitious goals for achieving record origination rates by 2025. He encourages the audience to connect with him on LinkedIn to continue the dialogue and explore opportunities in the insurance lending space.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Scott Stars :https://www.linkedin.com/in/scott-stars-0646806/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Understanding Insurance Deal Complexity and Ecosystems with Grant Griffin 46:02

13 weeks پیش46:02

46:02

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 and acquisitions, offering listeners a behind-the-scenes look at the complex and varied deal-making process.In this episode, Grant discusses the vital role that understanding the insurance ecosystem plays in successful M&A transactions, as well as the influence of macroeconomic factors like interest rates on the industry. He provides key insights into business transactions, touching on earnouts, market trends, and the growing intersection of insurtech and fintech in the digitization of insurance.As the conversation progresses, Grant offers his perspectives on Sherman Company's M&A strategy, the involvement of international buyers, and his predictions for the insurance M&A market in the coming years. Tune in for an engaging discussion filled with valuable takeaways for professionals in the insurance and investment banking industries.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Grant Griffin:https://www.linkedin.com/in/grant-griffin/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Building Insurtech Communities & Investing in Innovation with Tony Lew 35:42

13 weeks پیش35:42

35:42

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 pandemic, and their success in fostering industry connections. The conversation also dives into insurtech New York’s venture arm, their investment strategy, and the trends shaping the future of insurtech. If you’re interested in how insurtech startups can scale, attract funding, and build strong industry relationships, this episode is a must-listen.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Tony Lew :https://www.linkedin.com/in/tonylew/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Lessons in Persistence from Wade Millward’s Insurance Franchise Success 46:15

14 weeks پیش46:15

46:15

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 professional, navigating early struggles before finding his true calling in entrepreneurship.Wade dives deep into his journey of founding a unique insurance franchise concept. He shares the highs and lows of building software, managing investor relationships, and how persistence fueled his success. Wade emphasizes the importance of action and staying committed, even when faced with the tough decision of losing his team and partner. His ability to adapt and remain focused on his goals has been key to his growing success.Today, Wade’s company services over 100 franchisors and 5,000 franchisees, with plans to double its revenue in the coming year. He also highlights the thriving entrepreneurial community in Utah and the crucial role of partnerships and support networks that have helped his business thrive. Wade’s inspiring story offers valuable lessons on resilience and innovation for aspiring entrepreneurs.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Wade Millward :https://www.linkedin.com/in/whmillward/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
ITC Vegas Reflection: Building Talent Pipelines with Laurissa Berk 11:32

14 weeks پیش11:32

11:32

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 pipelines, the significance of ITC Vegas for students, and the importance of industry events in shaping future careers. Laurissa also highlights UConn’s competitive selection process for student participation and how these experiences are helping students secure real job opportunities. Tune in to hear how the next generation is making its mark in the insurtech industry!-----------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi:https://www.linkedin.com/in/jeffshiva/Laurissa Berk :https://www.linkedin.com/in/laurissab/…

Insurtechs.io

1
Building a Life Saving Device and a CRM Empire with Beau Bratton 36:44

14 weeks پیش36:44

36:44

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 telemarketing roles paved the way for Speed to Contact, later known as Ricochet 360, and the hurdles he overcame, including intellectual property challenges, to expand into diverse sectors like solar and mortgage.As they discuss Ricochet 360’s future, Beau highlights AI advancements, a new mobile app, and his ventures into AI-driven HR automation with Jarvee. His vision extends beyond CRM, with projects like a patented device designed to prevent hot-car tragedies. Alongside business, Beau talks about his experiences with real estate and cryptocurrency investments, reflecting on how relocating to Sarasota, Florida, and navigating hurricane impacts have shaped his journey.The episode concludes with Beau’s insights on AI’s growing influence in society, the interplay of global forces on technology, and the significant role of Chinese companies in shaping the tech landscape. Beau’s story offers an inspiring look into how innovation, adaptability, and forward-thinking define success in today’s evolving business world.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Beau Bratton :https://www.linkedin.com/in/beaubratton/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
ITC Vegas Reflection: Event Takeaways & Industry Trends with Jon Spaugy 20:57

14 weeks پیش20:57

20:57

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 connections beyond just the convention floor. Jon also discusses how his own event, Agent Brokers United, is evolving, and what lessons he’s taking from ITC to improve his own show. From innovative exhibitor booths to the growing presence of independent agents and insurtech creators, this conversation covers everything you need to know about the future of industry events and how to make the most of them. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/Jon Spaugy: https://www.linkedin.com/in/jon-spaugy-857056a/…

Insurtechs.io

1
Building a Global Insurance Recruiting Empire with Nick Hoadley 40:31

14 weeks پیش40:31

40:31

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 evolution of his podcast, which now boasts over 25,000 listeners, and discusses the key differences between the UK and US Insurtech landscapes. The conversation also explores the growing insurance markets in Bermuda and Cayman, the impact of talent migration, and the rising competition from emerging global insurance hubs. Whether you're an industry professional looking to advance your career or an Insurtech founder seeking top talent, this episode is packed with valuable insights.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Nick Hoadly :https://www.linkedin.com/in/nick-hoadley…

Insurtechs.io

1
Behind the Scenes of Insurtech: Event Mastery & Community Building with Thien Palmer 52:14

15 weeks پیش52:14

52:14

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 major activations for Insurtech Insights, she’s been the connecting thread behind countless industry gatherings. Thien shares her journey into the Insurtech space, how she built her two companies—Jet The Agency and T Palmer Agency—and her approach to curating events that aren’t just networking opportunities but transformative experiences. She also dives into the rise of niche conferences, the future of fintech and insurance events, and her latest collaboration with David Gritz: the highly anticipated Future of Founders conference. Whether you're an Insurtech founder, a conference enthusiast, or someone curious about the evolution of industry networking, this episode is packed with insights you won’t want to miss!-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io:https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod:Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi:https://www.linkedin.com/in/jeffshiva/Thien Palmer:https://www.linkedin.com/in/thien-nga-palmer-7a9b217b/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
ITC Vegas Reflection: Insights from Alexis Vaughn on Insurance, Insurtech, and Building Legacy 42:55

15 weeks پیش42:55

42:55

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 into the InsurTech space, eventually founding Offcourse, which supports InsurTech startups, brokers, and carriers. She also dives into her work with Lloyd’s Lab, Insurtech Atlanta, and the UConn Fintech program, where she’s helping to bridge the talent gap and bring more diversity into the industry. Alexis and Jeff discuss the evolving role of InsurTech, how reinsurance is shaping the future, and why content creation should play a bigger role at industry events. With insights on entrepreneurship, distribution strategies, and community building, this episode is a must-listen for anyone passionate about innovation in insurance!-----------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Alexis Vaughn :https://www.linkedin.com/in/alexis-cierra-vaughn-77573862/…

Insurtechs.io

1
ITC Vegas Reflection: Insights from InsurTech’s Biggest Event with James Benham 44:04

15 weeks پیش44:04

44:04

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 the importance of bootstrapping, the rise of pragmatic AI applications in claims processing, and the ongoing shift from InsurTech 2.0 to 3.0. With his wealth of experience as a podcast host and keynote speaker, James provides valuable insights on the conference’s biggest themes, networking strategies, and what to expect in 2025. Tune in to hear James' unique perspective on the future of insurance technology.-----------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/James Benham :https://www.linkedin.com/in/jbenham/…

Insurtechs.io

1
ITC Vegas Reflection: Key Takeaways with Kyle Geoghan 41:54

15 weeks پیش41:54

41:54

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 shift in exhibitor conversations at ITC, and the growing role of brokers in InsurTech. Kyle also offers a thought-provoking take on the parallels between AI and the rise of the internet, as well as what the next few years may hold for the industry. -----------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Kyle Geoghan : https://www.linkedin.com/in/kylegeoghan/…

Insurtechs.io

1
Mastering Insurance Agency Growth & Leadership with Troy Korsgaden 34:12

15 weeks پیش34:12

34:12

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 a high-performance team, and adapting to the evolving industry landscape. Troy also talks about his latest venture— 'Korsgaden Insights Magazine' —and how he's using it to provide valuable industry knowledge. This conversation is packed with insights on leadership, discipline, and the future of insurance. Don't miss it!-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Troy Korsgaden :https://www.linkedin.com/in/troy-korsgaden-93332979/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Journey from Intern to Sales Academy Founder with Michael Weaver 33:53

16 weeks پیش33:53

33:53

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 of Weaver Sales Academy. Throughout the episode, Michael dives deep into the role of structured training in developing successful insurance producers and leaders. He discusses the impact of Weaver Sales Academy’s on-demand sales training, the importance of leadership development, and his vision for future growth. Michael also talks about his podcast, The Insurance Buzz, and his new book Quote Three. In this insightful conversation, Michael highlights the challenges and rewards of balancing work with family life. Listeners will gain valuable insights on sales training, leadership, and the journey to building a thriving business in the insurance industry. ----------------------------- Thank you to our sponsor, Traq AI!To schedule a demo with Traq AI today - https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io:LinkedIn: https://www.linkedin.com/company/insurtechs/ YouTube: https://www.youtube.com/@insurtechs Twitter/X: https://x.com/Insurtechs_io Instagram: https://www.instagram.com/insurtechs/ Facebook: https://www.facebook.com/Insurtechs/ TikTok: https://www.tiktok.com/@insurtechsListen to the Pod: Apple Podcast: https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify: https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora: https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi:https://www.linkedin.com/in/jeffshiva/Michael Weaver:https://www.linkedin.com/in/michaelweaverwsa----------------------------- Disclaimer: Some of the links in this video description are affiliate links. If you click on them and make a purchase, we may receive a small commission at no extra cost to you. Your support helps us create more content—thank you for watching!…

Insurtechs.io

1
ITC Vegas Reflection: Insights & Innovation with Bobbie Shrivastav 41:41

16 weeks پیش41:41

41:41

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 are using technology in insurance. She also opens up about her next big move—launching her fourth company in the insurance space—and the lessons she's learned about smart capital and co-creation. From standout booths to industry shifts, this conversation is packed with valuable insights for anyone in the InsurTech ecosystem. -----------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614-----------------------------Jeff Shi :https://www.linkedin.com/in/jeffshiva/Bobbie Shrivastav :https://www.linkedin.com/in/bobbieshrivastav/…

Insurtechs.io

1
ITC Vegas Reflection: Key Takeaways from Insurtech Connect 2024 with Bryan Falchuk 1:12:32

16 weeks پیش1:12:32

1:12:32

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 next step in automation. Bryan shares his thoughts on the importance of using AI beyond just efficiency gains and the need for meaningful innovation in underwriting and risk selection. The conversation also dives into ITC’s evolving structure, the challenges faced by startups, the role of content creators in shaping industry discussions, and the potential impact of AI on jobs in insurance and beyond. Tune in for an insightful recap of the biggest insurtech event of the year!-----------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Bryan Falchuk :https://www.linkedin.com/in/bryanfalchuk/…

Insurtechs.io

1
ITC Vegas Reflections: Behind the Scenes with Nicole Peck 42:24

16 weeks پیش42:24

42:24

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 introduced this year—including ITC LATAM, BrokerTech, and Life & Health Benefits. From the challenges of running a massive event to the importance of customer experience, Nicole offers a behind-the-scenes look at what it takes to pull off ITC Vegas. Jeff also shares his reflections on this year’s event, key takeaways, and thoughts on how ITC is shaping the future of the insurance industry. ----------------------------- Follow Insurtechs.io: https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod: Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Nichole Peck: https://www.linkedin.com/in/nicolepeck212/…

Insurtechs.io

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Building an Insurance Legacy and Innovating the Industry with Jason Cass 1:05:02

16 weeks پیش1:05:02

1:05:02

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 discusses the challenges of breaking into the insurance industry, the importance of strategic partnerships—particularly with Travis Etheridge—and the origins of the Agency Intelligence podcast network.Jason delves into his innovative marketing and technology strategies, highlighting how AI and robotic process automation (RPA) are revolutionizing insurance operations. He also introduces the Membership Alliance and emphasizes the role of tech integration in the future of the industry. Throughout the conversation, he reflects on navigating disruptions like hurricanes and the strategic planning necessary for resilience in the insurance business.Looking ahead, Jason shares his predictions for major industry shifts by 2025, including increased competition and the growing importance of strong renewal processes. His personal anecdotes—ranging from navigating political discussions with his son to cultivating meaningful professional relationships—offer valuable insights and inspiration for insurance professionals at all levels.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Jason Cass :https://www.linkedin.com/in/jasondcass/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
How Simply IOA is Modernizing Insurance Options with Jason Butts 25:11

17 weeks پیش25:11

25:11

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 customer service.In this episode, Jason recounts his transition from Allstate to launching SimplyIOA, focusing on homeowners' insurance in Florida. He delves into the unique challenges of the industry, particularly with home and auto insurance products, and how his company leverages cutting-edge technology and data to enhance the customer experience. Jason also provides insights into the evolution of insurance distribution and Simply IOA's ongoing efforts to modernize the industry.As the conversation unfolds, Jason discusses the company’s growth trajectory, its expanding partnerships in mortgage servicing, and future aspirations. He touches on the impact of COVID-19, the importance of accurate consumer data, and shares SimplyIOA’s excitement about participating in the upcoming InsureTech Connect conference. This episode offers a comprehensive look at the intersection of technology and insurance through Jason's expert perspective.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Jason Butts :https://www.linkedin.com/in/jason-butts-aa97627/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Impact of California Wildfires on Insurance Litigation with Matthew Monson & Joseph Petrelli 1:25:11

17 weeks پیش1:25:11

1:25:11

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 insurers retreat from the market. The discussion also covers the rising costs of reinsurance, the impact of regulatory decisions on pricing, and what the future holds for both insurers and policyholders in high-risk states like California and Florida. With billions in losses, skyrocketing claims, and an evolving legal landscape, this episode provides a crucial deep dive into the state of property insurance.--------------------------------- Follow Insurtechs.io: https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod: Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 --------------------------------- Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Matthew Monson: https://www.linkedin.com/in/matthewdmonson/ Joe Petrelli: https://www.linkedin.com/in/joseph-petrelli-6a7101b/…

Insurtechs.io

1
Revolutionizing Claims with AI: How Strala is Transforming the Insurance Industry with Timon Gregg 24:21

17 weeks پیش24:21

24:21

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, insurers, and claimants alike. They explore the challenges faced by claims adjusters, the burnout caused by repetitive tasks, and how AI-powered solutions like Strala’s AI TPA can significantly improve efficiency, reduce cycle times, and create a more seamless claims experience. Timon also provides insights into the technology’s accuracy, its impact on fraud detection, and how automation is redefining the role of adjusters. If you’re passionate about claims, innovation, and the future of insurance, this episode is a must-listen! ---------------------------------Follow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 ---------------------------------MJ Martinez : https://www.linkedin.com/in/mjmartinez Timon Gregg : https://www.linkedin.com/in/timongregg…

Insurtechs.io

1
Future-Proofing the Insurance Industry through AI and Strategy with Bryan Falchuk 1:03:44

17 weeks پیش1:03:44

1:03:44

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 unique insights into cultural nuances in global insurance markets and the importance of adaptability. The conversation dives into his work as an author and podcast host, exploring challenges in the industry, the impact of AI on underwriting, and the complexities of implementing innovative solutions in insurance.The episode concludes with Bryan’s vision for building an ideal insurtech startup team, emphasizing values like integrity, a growth mindset, and strong industry knowledge. His story provides listeners with a thoughtful look into resilience, industry evolution, and forward-thinking strategies in the insurance world.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Bryan Falchuk :https://www.linkedin.com/in/bryanfalchuk/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Exploring Virtual Healthcare and Telemedicine Innovations with Brian Del Savio 29:47

17 weeks پیش29:47

29:47

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 lifestyle expenses for Americans. They discuss key trends, including the rapid adoption of telemedicine and the need for staying current with evolving technologies.Brian highlights New Benefits' unique offerings, such as virtual healthcare, mental health support, fertility assistance, and zero-dollar prescriptions, underscoring the shift toward personalized benefits and work-life integration in the post-COVID-19 landscape. He also explains how New Benefits collaborates with brokerage firms, white-labeling their services to enhance brand visibility for broker partners, and leverages technology to improve benefit usage.Looking ahead, the episode delves into New Benefits' plans to expand services to underserved communities and associations, integrating fitness programs with mental health packages, and launching a digital marketplace for diverse benefit solutions. Brian’s expertise offers a valuable perspective on the evolving needs of employees and how modern benefits can support holistic well-being.-----------------------------Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechsFollow Insurtechs.io :https://www.linkedin.com/company/insurtechs/https://www.youtube.com/@insurtechshttps://x.com/Insurtechs_iohttps://www.instagram.com/insurtechs/https://www.facebook.com/Insurtechs/https://www.tiktok.com/@insurtechsListen to the Pod :Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYhPandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614Jeff Shi :https://www.linkedin.com/in/jeffshiva/Brian Del Savio :https://www.linkedin.com/in/brian-del-savio-186ab863/-----------------------------Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Role of Technology in Catastrophe Response and Claims with Alan Demers 36:02

18 weeks پیش36:02

36:02

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 significant events like Hurricane Bob and how the industry’s approach has evolved over time. Throughout the conversation, Alan delves into his various leadership roles, including leading the national CAT team and navigating the complexities of claims, quality assurance, and corporate venture capital. He discusses the maturation of InsurTech, the role of technology in forecasting and managing disasters, and the emerging trends reshaping the insurance landscape. Alan also touches on the future of the industry, highlighting the importance of innovation, from developing new insurance products to adopting technologies like parametric insurance and sensors. The episode provides a thoughtful look at the challenges and opportunities the insurance sector faces in addressing climate-related incidents and improving loss management. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Subscribe to the newsletter: https://insurtechs.io/newsletter Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Alan Demers : https://www.linkedin.com/in/alan-demers-cpcu-aic-b059b145/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Episode 01: Mental Health in Insurance and the Launch of Project 55 with Brendan Corr 41:58

18 weeks پیش41:58

41:58

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 55. This innovative platform focuses on breaking the stigma surrounding mental health, providing education, resources, and community support for individuals and organizations. Brendan shares how Project 55 aims to empower claims professionals with tools for better mental health outcomes while creating a supportive workplace culture. Don’t miss this insightful conversation about the intersection of mental health and the insurance world. ----------------------------- Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Subscribe to the newsletter: https://insurtechs.io/newsletter Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 MJ Martinez : https://www.linkedin.com/in/mjmartinez/ Brendan Corr : https://www.linkedin.com/in/brendan-corr-74b319125/ -----------------------------…

Insurtechs.io

1
From Baseball to Business: Victor Gonzalez on Building a Marketing Community for Insurance Agents 17:50

18 weeks پیش17:50

17:50

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 this episode, Victor reflects on his 10-year experience in insurance, from working with giants like State Farm and Allstate to founding and selling his own agency. He also delves into his current entrepreneurial venture in the marketing space, focusing on helping insurance agents take control of their marketing efforts through his community 'Clicks to Clients.' Victor emphasizes the importance of educating agents to manage their own marketing strategies, avoiding the pitfalls of overspending on ineffective lead services. He also discusses his podcast 'Mind Games' and reveals his future plans, including the potential acquisition of a marketing agency. This episode offers valuable lessons for anyone in the insurance or marketing fields. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Subscribe to the newsletter: https://insurtechs.io/newsletter Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Victor Gonzalez : https://www.linkedin.com/in/victorjuliangonzalez/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Stacey Brown: Building Communities and Innovating the Future of InsurTech 49:00

19 weeks پیش49:00

49:00

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 world. His experiences are rich with inspiration and provide unique insights into the ever-evolving InsurTech landscape. Throughout the episode, Stacey dives into pivotal milestones that defined his path, from his tenure at Travelers Insurance to his transformative work at Excel. He also sheds light on the founding of InsurTech Hartford, a thriving community initiative that has expanded significantly, featuring regional chapters, impactful events like the InsurTech Hartford Symposium, and dedicated platforms for investors and founders. As the episode concludes, Stacy offers an exciting glimpse into the future with plans for InsurTech America’s expansion. He highlights the critical role of community, networking, and innovation in shaping the industry, leaving listeners with actionable insights to apply to their own professional journeys. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io: https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod: Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Stacey Brown: https://www.linkedin.com/in/staceybrown ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Insurance Litigation Frequency: KPMG Moves Into Legal with Matthew Monson & Joseph 1:05:16

19 weeks پیش1:05:16

1:05:16

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 insights into how firms can navigate these changes. Don't miss this engaging discussion on the intersection of insurance, litigation, and innovation. ----------------------------- Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : [https://www.linkedin.com/in/jeffshiva/] Matthew Monson : https://www.linkedin.com/in/matthewdmonson/ Joseph Petrelli : https://www.linkedin.com/in/joseph-petrelli-6a7101b/…

Insurtechs.io

1
Arlind Mucaj’s Journey from Wall Street to Building Insurtech Hartford 36:00

20 weeks پیش36:00

36:00

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 Hartford, and Hartford Steam Boiler, and his passion for leveraging technology to drive innovation. Arlind also delves into his pivotal role at InsurTech Hartford, working alongside industry leaders to foster a community that bridges traditional insurance expertise with cutting-edge technological advancements. From navigating the early challenges of InsurTech to scaling up community-driven initiatives, this conversation is packed with valuable insights for anyone passionate about the future of insurance. Don’t miss Arlind’s thoughts on building better relationships between business and technology teams, the evolving landscape of risk, and his plans for expanding InsurTech communities in Florida and beyond. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Arlind Mucaj : https://www.linkedin.com/in/arlind-mucaj-mba-scaled-agile-black-belt-831b03b/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Innovating Auto Insurance: Inside Root’s Strategies with Jason Shapiro 39:36

21 weeks پیش39:36

39:36

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 partnerships with Carvana and Goosehead Insurance to their commitment to reducing friction for independent agents. Jason highlights how Root leverages telematics and user-focused technology to deliver affordable, equitable insurance options while adapting to market demands. Tune in to hear insights on Root’s approach to partnerships, its independent agent strategy, and potential foray into luxury and commercial auto insurance. Plus, don’t miss a candid discussion on the challenges and opportunities of scaling in a competitive industry. ________________________________________ Thank you to our sponsor Traq AI! Follow Insurtechs.io: To schedule a demo with Traq AI today -- ⁠https://app.Traq.ai/Try-Traq/InsurTechs⁠ ________________________________________ Follow Insurtechs.io: https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod: Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Jason Shapiro: https://www.linkedin.com/in/jasonsshapiro/ Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Insurtech Slopes: Redefining Networking for Founders and Investors 18:54

21 weeks پیش18:54

18:54

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 founders and investors. With insights into past events, including their impactful workshops and engaging discussions, the trio highlights how Insurtech Slopes creates memorable experiences that balance professional growth with personal enrichment. Tune in to learn about the event's history, what's coming up in Vail this February, and how these gatherings are shaping the future of Insurtech. _____________________________________________ Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ David Gritz: https://www.linkedin.com/in/davidgritz/ Stacey Brown: https://www.linkedin.com/in/staceybrown/…

Insurtechs.io

1
27 Years of Innovation in Performance Marketing: Insights from Joey Liner 35:22

22 weeks پیش35:22

35:22

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 experience, Joey shares invaluable lessons, industry insights, and advice for professionals looking to excel in performance marketing. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Joey Liner : https://www.linkedin.com/in/joeyliner/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
The Evolution of InsurTech and Building Community with David Gritz 46:15

23 weeks پیش46:15

46:15

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 to InsurTech in 2015 during a business turnaround project that led to the creation and eventual sale of Zero, a workers’ compensation software company. From there, his involvement with the Silicon Valley insurance accelerator laid the foundation for the launch of InsurTech New York in 2019. Together with his partner Tony, David has built a vibrant ecosystem that supports innovation and collaboration in the insurance sector. In the conversation, David explores the evolution of InsurTech as a research and development hub for the insurance industry, the success of InsurTech New York's events, and their launch of an MGA lab and a reinsurance entity. He also highlights the importance of mentorship and shares his vision for expanding their fund and reinsurance initiatives in the coming year. This episode is a must-listen for anyone interested in the intersection of technology and insurance! ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ David Gritz : https://www.linkedin.com/in/davidgritz/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Shaping the Future of Insurance: Insights from Bobbie Collies 32:13

24 weeks پیش32:13

32:13

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 leadership roles in Secura and regional mutual carriers, Bobbie shares valuable insights from her extensive career. Bobbie highlights her transition to InsurTech and how Coterie is revolutionizing the insurance landscape. She discusses the vital role of technology, particularly APIs, in modernizing processes and driving innovation within the industry. With Coterie's rapid growth, Bobbie offers a behind-the-scenes look at their success, culture, and plans for future product development and expansion. Bobbie also reflects on her experiences attending industry events and how building a forward-thinking company culture is essential to staying competitive. Tune in to learn about the future of insurance from an industry leader who is shaping its evolution. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Bobbie Collies : https://www.linkedin.com/in/bobbiecollies ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Nicholas Ayers on Building Better Agency, M&A with GloveBox, and Driving Growth 1:16:40

24 weeks پیش1:16:40

1:16:40

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 navigating your own path, interested in mergers and acquisitions, or simply curious about scaling innovation in InsurTech, this episode is packed with valuable insights and lessons learned. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Nicholas Ayers : https://www.linkedin.com/in/nicholasayers/ ----------------------------- Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Navigating Insurance Industry Valuations and Transitions with Carey Wallace 44:02

25 weeks پیش44:02

44:02

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 for long-term success. Carey discusses how emotional readiness, financial preparation, and strategic business planning are key pillars for agency transitions. This episode is packed with practical advice for agency owners contemplating their next steps, whether planning internal successions, external sales, or growth strategies. Carey also shares how her entrepreneurial ventures like Agency Focus and the "Refocus Podcast" have shaped the industry by empowering agents with the tools and knowledge needed to thrive. Don’t miss the invaluable advice on the nuances of earn-outs, EBITDA, and crafting the best exit strategies to maximize value. _____________________________________ Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io: https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod: Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi: https://www.linkedin.com/in/jeffshiva/ Carey Wallace: https://www.linkedin.com/in/carey-wallace-393a8620/ _____________________________________ Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
GloveBox Acquires Better Agency: A Deep Dive into the Founder’s Journey with Ryan Mathisen 39:09

26 weeks پیش39:09

39:09

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 also reflects on his entrepreneurial path to founding GloveBox, offering valuable insights into the challenges and opportunities of building a successful InsurTech business. From the early days of starting the company to navigating the competitive InsurTech landscape, Ryan shares lessons learned and advice for aspiring founders. The episode also looks ahead, as Ryan discusses his plans for the future and how the combined efforts of GloveBox and Better Agency aim to revolutionize the insurance technology space. Don’t miss this in-depth conversation about entrepreneurship, innovation, and the power of strategic partnerships. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Ryan Mathisen : https://www.linkedin.com/in/ryan-%F0%9F%92%A5-mathisen-73487039/ 0:00 - Welcome to Founders Journey with Ryan Mathisen 0:19 - Reflecting on a 5-Year Connection 0:27 - Acquisition of Better Agency: A Vision for Growth 2:48 - How CRM Integration Elevates GloveBox 4:45 - The Future of Insurance Innovation: CRM & Client Experience 8:42 - Ryan’s Journey: From Advertising to Insurance Leadership 10:13 - Challenges in Insurance: Meeting Customer Expectations 13:02 - SOC 2 Compliance: Building Trust Through Cybersecurity 15:22 - Strategic Capital and Building an In-House Engineering Team 29:04 - AI in Insurance: The Game-Changer for Unstructured Data 33:26 - 2025 Roadmap: GloveBox’s Vision for CRM and Automation 37:17 - Merging Teams: Nick and Will Join GloveBox 38:37 - What’s Next for GloveBox in 2025? 39:06 - Closing Remarks: A Look Ahead Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

Insurtechs.io

1
Actuarial Science Meets InsurTech: Leadership, Data Challenges, and Social Media with Chelsea Adler 33:00

26 weeks پیش33:00

33:00

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 InsurTech space.In this episode, Chelsea reflects on her transition from State Farm to Root Insurance, offering insights into the cultural shift she experienced moving from a traditional insurance giant to a fast-paced startup. She also addresses the complexities of actuarial work, particularly when dealing with limited data, and highlights the importance of leadership and communication in overcoming these challenges. Outside of her professional life, Chelsea talks about her presence on social media platforms like LinkedIn and TikTok, where she inspires others in the actuarial field. She also touches on balancing her family life with career ambitions and hints at her future plans to create even more educational content for her audience. ----------------------------- Thank you to our sponsor Traq AI! To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs Follow Insurtechs.io : https://www.linkedin.com/company/insurtechs/ https://www.youtube.com/@insurtechs https://x.com/Insurtechs_io https://www.instagram.com/insurtechs/ https://www.facebook.com/Insurtechs/ https://www.tiktok.com/@insurtechs Listen to the Pod : Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982 Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614 Jeff Shi : https://www.linkedin.com/in/jeffshiva/ Chelsea Adler : https://www.linkedin.com/in/chelsea-adler-fcas-maaa ----------------------------- 0:00 - Introduction to Chelsea Adler 0:36 - Chelsea's Journey: From Family Agency to Actuarial Career 4:37 - Transitioning to Root Insurance in 2019 7:13 - Root’s Startup Culture: A High-Energy Environment 9:04 - Early Lessons in a Family Insurance Agency 10:12 - Adapting to InsurTech: A Big Culture Shift 12:02 - Becoming a Content Creator in the Actuarial Space 14:32 - Using Social Media to Amplify Actuarial Voices 15:50 - Starting a Blog to Inspire Aspiring Actuaries 19:52 - Expanding Reach on TikTok & YouTube 21:10 - Challenging Misconceptions About Actuaries 23:18 - Building a Modern Actuarial Curriculum 25:23 - The Most Challenging Actuarial Roles Today 27:27 - Top States for Challenging Insurance Markets 30:38 - Chelsea’s Goals for the Next Year 32:18 - Chelsea’s Impact in the Insurance & Actuarial Communities Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!…

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Insurtech Slopes: Redefining Networking for Founders and Investors