Insurtech Slopes: Redefining Networking for Founders and Investors

Insurtechs.io

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Netflix Sports Club Podcast

1
Paul Finebaum's 2025 Natty Pick & Diego Pavia's Heisman Hopes🏆 35:51

13 روز پیش35:51

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

35:51

Diego Pavia and Paul Finebaum are this week’s Netflix Sports Club guests. Paul Finebaum, the voice of the SEC, drops a bold national championship prediction that might give the Big Tenners pause, and he reveals which SEC quarterback has him starstruck. Vanderbilt quarterback, Diego Pavia, gives a standout performance on and off the field in SEC Football: Any Given Saturday. He relives that improbable ‘Bama victory, including pre-game routine and why he thinks this victory changed the conversation about Vandy football - sorry Nick Saban. Paul Fineman and Diego Pavia gaze into the crystal ball of the 2025 season, and what do they see? Heisman Trophies, making Auburn pay, and LSU’s chances for glory. In this interview, Vandy QB, Diego Pavia: 🟥 Details the 2024 Vandy vs. ‘Bama Buildup 🟥 Discusses playing for Coach Lea and with his bestie 🟥 Reveals his true height In this interview, SEC Expert, Paul Finebaum answers: 🟥 Why the SEC’s staying power is unrivaled? 🟥 Who’s almost a bigger star than Taylor Swift? 🟥 Which team will win the 2025 National Championship? 00:00 Intro 01:24 Vandy QB Diego Pavia Is a Star 01:37 Beating Bama 03:19 Choosing Vandy And Coach Lea 04:58 Give Me The Ball 06:20 Dude Put In The Work 07:38 Nick Saban Said What?? 08:20 Underdogs 10:22 Watch Out Auburn 12:33 Recruits: Come To Vandy! 13:29 Kay and Dani Talk SEC 15:54 Paul Finebaum’s SEC Picks 16:40 All About Arch Manning 17:23 SEC: The Only Game In Town 18:25 South Carolina Should Be In The Playoffs 19:40 Shane Beamer Bounce Back? 20:14 Arch Manning Is No Taylor Swift 21:42 The Weight of Being a Manning 22:31 Finebaum: “Best Player Since Tim Tebow” 23:20 LSU QB1 + Championship Or Bust 25:39 Post Saban Alabama 27:42 Is Vanderbilt Legit? 28:44 Can Mississippi State Survive? 29:49 The Vols “Will Struggle This Year” 31:44 SEC: Natty. Little Tenners: Nothing 33:09 Outro 34:28 Up Next - America’s Team: The Gambler And His Cowboys 🏈 Diego Pavia Instagram - https://bit.ly/45uLND4 TikTok - http://bit.ly/4fsLY5p X - https://bit.ly/4ldwx2j 🏈 Vanderbilt Instagram - http://bit.ly/4lfo8eu X - http://bit.ly/4mCiaWt YouTube - @vucommodores 🏈 Paul Finebaum Instagram - https://bit.ly/45kVtPv X - https://bit.ly/46JQFWc 🎙️ Kay Adams Instagram - http://bit.ly/3GYp4Go TikTok - http://bit.ly/4m7KmR9 X - http://bit.ly/45nI2Ou 🎙️ Dani Klupenger Instagram - https://bit.ly/3HeGGxx TikTok - https://bit.ly/4lQSBkl X - https://bit.ly/4lWpufr 🟥 Netflix Sports Instagram - http://bit.ly/45CPAhL TikTok - http://bit.ly/4mti6Ia X - http://bit.ly/4mseqGH Facebook - http://bit.ly/45o5xqK YouTube - @NetflixSports We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, and wherever you get your podcasts. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports Universe. Join Kay as she speaks with athletes, coaches, and top sports correspondents to break down the latest Netflix Sports series. Expect bold opinions, insightful analysis, and candid conversations you won’t find anywhere else.…

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/

100 قسمت

#Business #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/

100 قسمت

#Business #InsurTechs.io

Todos os episódios

1
Building Insurance Brands: Legacy vs. insurtech with Erich de Oliveira 28:15

17 hours پیش28:15

28:15

In this episode of Industry Voice, Jeff sits down with Erich de Oliveira, a seasoned marketing executive with two decades of experience across B2B and B2C sectors, including leadership roles at Simply Business and Corvus Insurance. Erich dives deep into what it means to build a brand from the ground up, especially in the insurtech world where trust and clarity are paramount. From his early days as employee #3 at Simply Business to leading marketing at legacy carriers, Erich shares the stark contrast between startup marketing and enterprise brand strategy. He unpacks how marketing has evolved from a central strategic function to one often undervalued in the executive suite—and why that’s a dangerous shift. The conversation explores how legacy insurers can modernize their storytelling, why CMOs are becoming fractional leaders, and the impact of generative AI on marketing teams and brand authenticity. Whether you're a founder building a go-to-market plan, a CMO at a traditional carrier, or an investor exploring the next big insurtech brand, this episode delivers clear, actionable insight on building lasting brand equity 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/ Erich de Oliveira : https://www.linkedin.com/in/erichd/ ----------------------------- 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!…

1
From Bootstrapped Startups to AI-Powered Lead Optimization: Scott Shou’s Founder Journey 44:16

۸ روز پیش44:16

44:16

In this powerhouse episode of Founder's Journey, Jeff Shi sits down with Scott Shou, serial entrepreneur and current founder of Boardwalk Marketing. With two major exits under his belt before finishing college—including a $10M+ web hosting startup and a $40M+ exit for a car dealer CMS—Scott shares deep insights into startup growth, team dynamics, and product-market fit. From running high-volume lead gen experiments at Cogo Labs to launching his latest venture, Scott details how Boardwalk Marketing is turning non-monetized traffic into revenue gold for lead gen and performance marketers. You’ll hear how his unique “Shopify for marketing” approach leverages AI to unlock 30–40% additional revenue by optimizing third-party traffic and cross-sell strategies. Whether you’re in insurtech, affiliate marketing, or SaaS, this episode is loaded with actionable wisdom and growth hacks from a true builder’s perspective. ----------------------------- 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/ Scott Shou : https://www.linkedin.com/in/scottshou/ ----------------------------- 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!…

1
The Evolving World of Insurance Media: Greg Crawford on 35+ Years in Journalism and P&C Insights 46:05

15 روز پیش46:05

46:05

In this episode of Industry News, Jeff sits down with Greg Crawford, editor at FT Specialist and a seasoned journalist with over 35 years in the media industry. Greg takes us on a journey through his storied career—from his start at AM Best and fast-paced reporting at Reuters during the Gulf War, to covering financial markets in Hong Kong and eventually landing in the insurtech world via P&C Specialist. Greg shares the changing landscape of insurance journalism, the importance of curiosity in newsrooms, and why property and casualty insurance is far from boring. He also dives into how storytelling in insurance is evolving, the impact of mental health awareness in industry coverage, and why the media is playing a larger role in how consumers and professionals understand risk, regulation, and innovation in the p&c sector. Whether you're in underwriting, claims, or just passionate about the insurtech space, this episode is packed with rich historical context, compelling stories, and real-world advice on careers, content, and curiosity. ----------------------------- 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/ Greg Crawford : https://www.linkedin.com/in/gcraw/ ----------------------------- 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!…

1
From Bootstrapped Startup to Vertafore Acquisition: The AgencyZoom Journey with Moe Latif 47:38

22 روز پیش47:38

47:38

In this episode of Founders Journey, Jeff sits down with Moe Latif, co-founder of AgencyZoom, to talk about how a side project turned into one of the most beloved CRM platforms in the insurance industry and ultimately led to a successful acquisition by Vertafore. Moe shares how he and his co-founders identified a simple but critical problem in the insurance onboarding process and built a solution that quickly spread by word-of-mouth. This episode explores the scrappy early days—lugging duct-taped booths to conferences, sharing hotel rooms, and reinvesting every dollar back into the business. Moe also reflects on their product philosophy of providing "insanely easy" tools for agents, the cultural shift in insurtech adoption, and how integration and AI are shaping the future of insurance sales technology. Whether you’re an independent agent, startup founder, or someone fascinated by bootstrapped SaaS growth stories, this episode delivers valuable insight into building and scaling a tech solution inside a traditionally change-resistant industry. ----------------------------- 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/ Moe Latif : https://www.linkedin.com/in/mlatif/ ----------------------------- 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!…

1
Revolutionizing Insurance Payments: Greg Mallin on Agave Pay’s Vision for the Future 31:08

29 روز پیش31:08

31:08

In this episode of Industry Voice, Jeff sits down with Greg Mallin, a seasoned payments executive and Co-Founder of Agave Pay, to explore how payments are being reimagined in the insurance space. Greg shares his 25+ year journey through fintech, credit, and consumer finance before entering the world of insurance and transforming a legacy system plagued by inefficiencies. Learn how Agave Pay is streamlining workflows, enabling digital payments for carriers, MGAs, and agencies, and solving real pain points in a trillion-dollar industry. The conversation also dives into AI’s role in automating renewals and cancellations, the future of embedded payments, and the potential for deeper integration between CRMs and back-end accounting systems. If you're looking to understand how digital payments are reshaping the insurance value chain, this is the episode 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/ Greg Mallin : https://www.linkedin.com/in/greg-mallin-4a95134/ ----------------------------- 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!…

1
The Future of Insurance Innovation: Lessons from History with Steve Anderson 44:31

۵ weeks پیش44:31

44:31

In this episode, we sit down with Steve Anderson, best known for his work with The Bezos Letters, to explore how the past informs the future of innovation in the insurance industry. Steve shares his deep knowledge of insurance, technology, and risk, drawing from decades of experience to help founders, carriers, and investors understand what truly drives transformative growth. From Jeff Bezos’ leadership principles to the adoption curve of new technologies, this episode is packed with insights on how traditional insurers can embrace change and how insurtech founders can navigate resistance in legacy systems. Steve also discusses the biggest mistakes leaders make during transitions, the role of experimentation in innovation, and what Amazon can teach insurance about risk and reinvention. This is a can't-miss conversation for anyone passionate about the evolving insurance 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/ Steve Anderson : https://www.linkedin.com/in/stevetn/ ----------------------------- 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!…

1
AI Infrastructure, Gen AI Reliability, and Scaling Smart with Kevin McGrath of Meibel AI 54:31

۶ weeks پیش54:31

54:31

In this episode of Industry Voice, Jeff Shi and Alex Moy welcome Kevin McGrath, co-founder of Meibel AI, for a deep dive into how product and engineering teams can operationalize generative AI with confidence. Kevin shares insights from decades of experience in infrastructure at scale, explains Meibel’s unique approach to AI reliability via measurement and confidence scoring, and reflects on how gen AI democratizes capability across industries. From building billion-dollar businesses with lean teams to identifying overlooked sectors ripe for AI transformation, this episode is packed with actionable insights for builders in insurtech, fintech, and beyond. Kevin also discusses U.S. innovation, AI regulation, and where he sees AI + robotics going next. If you're navigating the frontier of applied AI and want to build with reliability at scale, this conversation 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/ Kevin McGrath : https://www.linkedin.com/in/mcgrathk/ ----------------------------- 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!…

1
Navigating Venture Capital & Insurtech Evolution with Dave Wechsler 56:12

۷ weeks پیش56:12

56:12

In this episode of Insurance VC, PE, and M&A, host Jeff Shi sits down with Dave Wechsler, Principal at OMERS Ventures, for a deep dive into the evolving landscape of venture capital and insurtech. Dave shares his unconventional path from launching startups to leading one of the most active fintech and insurtech investment portfolios. He offers founders a transparent look into the venture capital mindset, including how funds decide where to invest, the importance of matching stage and thesis, and why most pitches get rejected. Dave and Jeff explore insurtech’s journey from 1.0’s disruptive beginnings to today’s 2.0 and the emerging 3.0 wave driven by AI innovation. The episode is packed with tactical advice on how to make your startup VC-ready, understanding lead versus follow investors, navigating board dynamics, and the realities of raising capital. If you’re a founder looking to understand the venture capital world or an operator curious about where insurtech is headed next, this conversation 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/ Dave Wechsler : https://www.linkedin.com/in/davewechsler/ ----------------------------- 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!…

1
Correll and Perez 49:05

۸ weeks پیش49:05

49:05

In this episode of Industry Voice, Jeff Shi sits down with Andrew Correll and David Perez, the driving forces behind InsurTech ATX — Austin's thriving grassroots insurtech community. They share the origins of InsurTech ATX, which started as a humble meetup in 2016 and has grown into a vibrant, international hub for insurance and tech professionals. Andrew and David recount how they transitioned into leadership during the pandemic and scaled the group through community engagement, thoughtful programming, and strategic sponsorships. The episode dives into how Austin’s unique mix of insurance talent and tech innovation fosters insurtech collaboration, highlighting notable local players like Steadily, Hippo, Loop, Assurely, Romely, and more. Listeners will learn about their monthly events, the highly successful McGlinchey symposium, and their vision for 2025 — including more founder dinners, startup showcases, and expanded collaboration with industry stakeholders. This is a must-listen for anyone interested in the future of insurtech, grassroots innovation, and the power of community-driven ecosystems. ----------------------------- 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/ Andrew Correll : https://www.linkedin.com/in/andrew-r-correll/ David Perez : https://www.linkedin.com/in/davidperezatx/ ----------------------------- 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!…

1
The Entrepreneurial Rollercoaster of insurtech and Beyond with Jeffery Arnold 38:20

۸ weeks پیش38:20

38:20

In this engaging episode of Industry Voice, host Jeff Shi sits down with serial entrepreneur and best-selling author Jeff Arnold. The conversation delves deep into Arnold’s dynamic journey through insurance, insurtech, private equity, and even professional sports ownership. Jeff shares how he went from stand-up comedy in North Hollywood to building and exiting multiple tech and insurance ventures, including RightSure, Lender Bridge, and Lender's Portal. With ten books under his belt—five of them Amazon #1 bestsellers—Jeff reflects on how he transformed academic struggles into thought leadership through discipline and creativity. He opens up about his foray into semi-pro soccer team ownership, the real ROI of sports investments, and his current mission: giving back to the industry through mentorship and board roles in various insurtech and AI startups. This episode is packed with authentic insights, entrepreneurial lessons, and inspiration for founders, investors, and insurance professionals looking to leave their mark on the industry. Whether you're curious about the evolution of insurtech, scaling agencies with AI, or writing your first book, this episode offers a wealth of takeaways. ----------------------------- 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 Arnold : https://www.linkedin.com/in/rjefferyarnold/ ----------------------------- 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!…

1
Navigating IPOs, SPACs, and AI Valuations in insurtech with Michael Blankenship 30:53

۸ weeks پیش30:53

30:53

In this insightful episode, Jeff Shi is joined by Michael Blankenship, Partner at Winston & Strawn and Managing Partner of the Houston office, to unpack the current and future landscape of IPOs, SPACs, and M&A within the insurtech and broader insurance industry. Michael brings nearly two decades of legal and capital markets expertise to the conversation, offering founders, executives, and investors practical guidance on public company readiness, regulatory navigation, and capital strategy. The episode covers the evolution and regulation of SPACs, why the market cooled, and what a potential rebound might look like. Michael also explores how AI is transforming valuations in the insurtech space, why board composition matters for IPO success, and what legal firms like Winston & Strawn look for when working with high-growth insurance companies. Whether you're a Series C founder preparing for the next big leap or an investor curious about market signals for 2025, this episode delivers critical insights on navigating capital markets in a 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/ Michael Blankenship : https://www.linkedin.com/in/mikeblankenship/ ----------------------------- 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!…

1
Navigating the M&A Landscape for Independent Agencies with Mike Mensch & Colby Allen 50:30

۹ weeks پیش50:30

50:30

In this powerhouse episode of Insurance VC, PE, and MA, host Jeff Shi is joined by Michael Mensch and Colby Allen from Agency Brokerage Consultants to explore the complex, ever-evolving landscape of mergers and acquisitions in the independent insurance agency space. With over 500 transactions under their belt, Mike and Colby share insights that are invaluable for any agency owner thinking about growth, preparing for an exit, or understanding their agency's valuation. They dive deep into the foundational mistakes agency owners make, the difference between valuations and real-world value, and how to strategically prepare for an optimal exit. The conversation covers topics like owner dependence, growth strategy, poor sales management, and the impact of equity in modern M&A deals. They also address the reality of competing with PE-backed giants, navigating due diligence, and preparing for storms—both financial and literal—with special attention to the Florida insurance market. Whether you're two years from selling or two weeks into scaling, this episode is a masterclass in agency growth and transition strategy, featuring actionable advice and real-world war stories. If you're an insurance entrepreneur, this is one episode you can't afford to miss.Keywords: insurance agency M&A, selling an insurance agency, insurance agency valuation, insurtech mergers and acquisitions, independent agency exit planning, agency brokerage consultants, fractional CFO for insurance, insurance agency growth strategy, private equity insurance deals, insurtech market trends-----------------------------Thank you to our sponsors:Traq AI! To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-ioMavSign 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.comFollow 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/Mike Mensch :https://www.linkedin.com/in/michaelmensch/Colby Allen :https://www.linkedin.com/in/colbytallen/-----------------------------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!…

1
From Captive Agent to annuity Leader: Tracy Lownsberry on Scaling Education-Driven Sales 32:37

۹ weeks پیش32:37

32:37

In this powerful episode, host Jeff Shi sits down with Tracy Lownsberry to unpack his evolution from a captive insurance agent to the founder of the largest social media community for annuity professionals. Tracy shares how his early experiences shaped a deeper commitment to transparency, education-based sales, and doing business the right way. He dives into building Annuity Giants Agents Academy, a subscription-based training model that’s reshaping how agents and advisors learn about annuity sales — without the usual recruiting strings attached. Tracy opens up about leveraging AI and CRM tools to scale his practice, the philosophy behind designing optimized lead funnels via Facebook and social platforms, and why his community-driven approach is gaining traction. He also discusses what sets top-performing annuity advisors apart in 2024, how his team builds sustainable virtual businesses, and why ethical product recommendations matter more than ever. Whether you're an aspiring insurance agent, a seasoned annuity advisor, or a financial services leader exploring scalable growth strategies, this episode delivers unmatched value on building legacy, mastering annuity solutions, and optimizing the sales journey through real education and purpose. ----------------------------- 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/ Tracy Lownsberry : https://www.linkedin.com/in/tracy-lownsberry/ ----------------------------- 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!…

36 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!…

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Insurtechs.io « » Insurtech Slopes: Redefining Networking for Founders and Investors

Insurtech Slopes: Redefining Networking for Founders and Investors

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Insurtech Slopes: Redefining Networking for Founders and Investors