AI Insights - delving into the fascinating world of artificial intelligence and its impact on the actuarial profession. InsurTech Insights - sharing knowledge on evolving technology and InsurTech.
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The largest insurtech podcast going on 700+ episodes. This is not your grandpa's insurance industry!
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We are the storyteller of the insurance & insurtech community
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The insurance industry gets better through sharing innovation. On the Leadership in Insurance Podcast we speak to insurance thought leaders that are changing the game. The LIIP is a podcast helping Insurance professionals, Investors and supporters learn what it takes to achieve and succeed in the global insurance industry. We specifically look at what it takes to build a modern insurance business and how great teams are built, we share their stories to educate and inspire change to help buil ...
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A bi-weekly interview series highlighting the technology that is shaping the future of insurance and exploring how industry leaders are leveraging technology to grow their businesses.
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The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us ...
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A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
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Providing you with insights directly from the founders, investors and influencers driving InsurTech
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Insuring Growth by e123 is an executive podcast for decision-makers navigating one of the most volatile healthcare landscapes in recent history. Hosted by e123 President, Brendan McLoughlin, the show brings together experts—including academics, and industry executives—for bold, insightful conversations on the future of insurance distribution, healthcare coverage, and digital transformation in the face of evolving regulation. With more than 35 years of experience at the intersection of health ...
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A podcast that interviews leaders from insuretech and insurance to get up-to-date ideas and perspectives on how technology is disrupting and transforming the industry. We bring stories, trends, and useful insights to our audience from carriers, insuretechs, service providers, and various industry groups. New episodes feature people who are on the forefront of inventing, using, developing, or transforming the insurance world through applied technology. FNO: InsureTech is created and produced ...
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Diary of an Insurtech is your inside look at the world of insurance technology, brought to you by the team at Rival where innovation meets industry expertise. Hosted by Ellen Quinn, Stephanie Plangger, and Ashley Clouthier, we dive into the innovations and challenges shaping insurtech today. Smart conversations, real insights, and maybe a few laughs along the way!
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The No. 1 InsurTech Podcast in Africa, for Africa, by Africans. Join us as we share thoughts, ideas about how technology and innovation can change the insurance industry on the African continent specifically in Nigeria. We would be having interviews & discussions with top industry C-Suites, innovators, InsurTech Founders, Investors from around the world. #IBSPodcast #InsurTechinAfrica
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Dive into the Insurtech Universe, where we journey across the globe to connect with the masterminds revolutionizing insurance. From trailblazing startup founders and visionary venture capitalists to innovative carriers and dynamic vendors, we explore how these industry titans are not just predicting the future—they’re actively crafting it.
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InsurTech Talk is about the community of insurance innovators who apply InsurTech. Why? Insurance corporations are under pressure. You can read and hear this everywhere. One approach to release the pressure is to innovate with the help of InsurTech. This is what InsurTech Talk is about.
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Welcome to Insurance Town! Your host is the Mayor of Insurance Town, Heath Shearon. After many years in different parts of the insurance world, Heath wants to share his experience with you. Join in on conversations with Heath and many of the friends he's made along the way. Insurance Town is a production of Ready, Set, Podcast! Find more info at www.readysetpodcast.xyz Music: "Mornin, Noon, and Nite" by Daddy Long Legs
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Welcome to InsurTech Bytes, the podcast for the future of insurance. We are bringing you the latest developments in insurance with exclusive interviews with the industry’s trailblazers. No hype, no ‘pie in the sky’. We want to know what’s on your mind; tweet us at @InsurTechRising. Brought to you by InsurTech Rising.
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Financial innovation, technology advances and social changes are sending shockwaves through the financial services industry. In an age of increasingly rapid change, important questions, debates and developments are unfolding before our eyes. These ideas, and the choices we make in response to them, will shape our future. Technology is vastly powerful, creating new industries in response to – or sometimes in anticipation of – changing customer expectations. Rebank explores the trends, develop ...
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Agenzee Agents of Change Insurtech Podcast
Agenzee, Insurance Licensing and Appointment Management Made Easy
Explore the latest trends, tips, and tools in insurance and Insurtech designed to empower modern insurance professionals. Discover how to grow your business, elevate your department, or advance your career. Learn more about Agenzee at http://www.agenzee.com.
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For over a century, the Insurance industry has stood by people at the worst moments of their lives, and kept the risk of these moments from standing in the way of people pursuing their dreams. But the industry, and the demands of the people we serve, are changing. The Future of Insurance podcast brings you thoughts from leaders from across the industry to help inspire and inform how we can all help evolve into the future. Brought to you by Bryan Falchuk, industry veteran and author of the be ...
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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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Welcome to Matrix Unboxed, where we unpack the dynamic landscape of the insurtech industry, fleet management, and driver safety. Join us as we delve into the latest trends, innovations, and challenges shaping these critical sectors. From cutting-edge technologies to evolving risk strategies, our podcast offers deep insights and expert perspectives to help navigate the ever-evolving world of insurance technology, fleet operations, and driver road safety.
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Welcome to COVU's Insurtech Unscripted, the ultimate podcast for insurtech enthusiasts. Join our host, Ali Safavi, as we dive deep into the world of insurtech – from its fascinating past to its current state and the exciting future ahead. This podcast is all about educating and engaging with the insurtech community. We'll be discussing the ins and outs of insurtech, including the valuable insights, the lessons learned, the mistakes made, and the numerous opportunities it presents, particular ...
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Insurtech Insider is a fortnightly show from 11:FS, hosted by 11:FS' Client Director and Insurance Lead, John Bean and co-hosted by Google's Nigel Walsh. Each show they pair are joined by a range of very special guests and experts in the insurtech space to talk about breaking news and hot industry topics. Whether you are an insurance beginner or an industry expert, the team will bring you right up to date on all things insurtech.
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The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money. Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared. “The litmus test f ...
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#insurtech & #fintech news, insights and #interviews on #growth in #Insurance and #Finance
Dr. Robin Kiera
Using our early global insights into trends and technology and our honest, direct and fair approach we help corporations to SURVIVE and GROW in challenging times supporting the GOOD in insurance and finance, insurtech and fintech. This podcast is one approach
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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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Broker Brett Radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, sports and more. Some content reshared from Insurance Nerds as well, InsNerds.com. [email protected] is a great way to connect if you want to talk shop or join me on the show.
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Discussing all things that touch Women, Finance and Insurance. i.e. Legal, Accounting, HR, Technology, Data Science, Insurtech & Fintech. Share best practices and personal reviews, books/authors, personal stories, client stories, testimonials, small panels, business/life coaching, fitness and personal exchanges between colleagues.
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VC (advised two unicorns)/ Ranked Global No. 1 Finance Influencer by Refinitiv (Thomson Reuters)Ranked Global No. 1 Fintech, AI, Blockchain & No. 2 InsurTech Influencer by Onalytica
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The Insurance Technology Podcast brings together interesting people from across the insurance ecosystem to discuss and debate technology’s impact on insurance products, businesses, and the industry. While “InsurTech” seems like the buzzword of choice these days, insurance technology has been around for decades. As a true believer that the past informs the future, podcast host Reid Holzworth speaks to both insurance industry “godfathers” – the original innovators who paved the way for tech at ...
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Hosted by Rob Savitsky and a rotating cadre of Duck Creek employees, Conversations on the Creek is the insurtech podcast series where we interview thought leaders about how the latest insurtech is transforming the P&C insurance industry. New episodes drop the second Tuesday of each month.
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FinTech Germany is your insider pass to the startups, investors, and digital finance pioneers shaping the innovation economy of Germany, Austria, and Switzerland (the DACH region). As a flagship sub-show of Startuprad.io™, this podcast explores everything from fintech innovation and capital growth to regulation, green innovation, and the emergence of financial unicorns in Central Europe. 🎙️ Each episode dives deep into: 🔍 VC investment trends in fintech, insurtech, regtech, and wealthtech 💡 ...
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Looking for the smartest trends and innovations in insurance? Join experts and executives on this podcast covering innovative practices, technology advancements, the latest trends, talents, and more. Tune in and join us! To discuss being a podcast guest, or for any inquiries, reach out to us via [email protected]
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The Insurance Information Institute Podcast, including All Eyes on Economics, hosted by Dr. Michel Leonard and produced by Marina Madsen, features discussions with insurance industry practitioners, regulators, community stakeholders, and thought leaders discussing current and emerging issues that will shape the state of insurance over the next years. Visit the Triple-I at www.iii.org for our latest articles and industry research or follow the discussion on Twitter @iiiorg.
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The McKinsey on Insurance podcast features conversations with the leading thinkers in the global insurance industry. McKinsey partners and insurance executives discuss the challenges and opportunities insurance leaders are facing, featuring practical advice and inspirational ideas.
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The SCOR Innovation Podcast channel sheds light on evolving consumer needs in Life & Health and Property & Casualty (re)insurance and connects them to global ecosystems.
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Brokers' Corner is your weekly podcast devoted to helping the benefit broker community gain perspectives on small and mid-sized employer groups, HR tech and Insurtech trends, agency profitability, and the competitive landscape. Host Mary Chauvin will bring in a new perspective and ask the questions you may be wondering. Mary will be providing resources to make sure no one puts your agency in "the corner!
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Every day, a team of AIs deliver simple, straightforward updates from the world of startups.
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The Novaricast is a podcast on the intersection of insurance and technology, produced by Novarica. Novarica helps more than 100 insurers make better decisions about technology projects and strategy through research, advisory services, and consulting. Novarica has been serving the insurance industry since 2008. For more information on all of our research please go to novarica.com.
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"Win Big by Going Niche: For Insurance Industry Leaders Who Want to Own Their Market". The Riches in the Niches Show is where like-minded, high-performance insurance leaders and innovators come to learn how to own their niche and win. There's a major shift happening in the insurance industry right now...the end of the "commoditized generalist" era and the dawning of a massive, new movement towards industry niche specialization. For insurance brokers, MGAs, agencies and insurtech leaders, suc ...
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Unreserved is the must-listen podcast from the insurance industry’s leading media and publishing group, featuring hard-hitting, wide-ranging conversations with industry leaders and top thinkers from retail, wholesale, reinsurance, InsurTech, and advisory businesses.
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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business trends, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Send feedback and show ideas to [email protected]. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offe ...
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Are we seeing the end of insurance as we know it or the start of a brave new dawn? There’s never been more innovation in the insurance industry than right now and we are speaking to the people that are driving it. Whether you’re an InsurTech enthusiast, traditional insurer or just looking to understand how this innovation will affect the market the Unbound podcast will help guide you. From InsurTech founders to leaders within some of the world’s most forward thinking Insurers each episode lo ...
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The Essentially Prudent Podcast chronicles our present station in this multiverse - the goings back and forth as we constantly experiment to reach the 'ever after' we desire and deserve. Each week, join your host 𝗠𝗮𝗱𝘇 𝗟𝗶𝗺, as we all go over, around, or under life's roadblocks. Let's have a cuppa over discussions with experts on family and health, make finance personal, and relax with lifestyle chit-chat. Get ready for 𝗖𝗵𝗶𝗸𝗮 𝗦𝗮 𝗟𝗮𝗯𝗮𝗱𝗮 - Filipino style. 𝗔𝗻𝗼 𝗡𝗮 𝗡𝗮𝗺𝗮𝗻 𝗬𝗮𝗻?!? Product Reviews and ...
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If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
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Reinventing Finance is a Podcast hosted by Nikolaus Sühr, CEO and Co-Founder of KASKO and Ronald Engel, CEO of VIG Platform Partners. This Podcast is for anyone who is interested in the current developments of the Insurtech, Insurance, Fintech and Finance market. Thought-provoking, entertaining and critical. Join us as we discover what some of the current industry leaders and decision makers are doing, the lessons they have learned, the main challenges and opportunities they identify, and ho ...
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The Insurance Chatter with Reghan Brandt
Reghan Brandt | LRP, The Loss Run Pros | CPF, Columbia Pacific Finance | The Insurance Chatter
This is the Insurance Chatter! What is the insurance industry talking about? What problems are insurtechs solving? What trends are agents, brokers, underwriters and executives thinking about? Every week, I sit down with a different person from across the insurance industry to discuss what's happening in their niche markets. I want to give you a behind the scenes look at risk, technology, data and culture within one of the most exciting business sectors. Follow along to get pumped and see whe ...
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Digitizing Small Business Insurance, Foxquilt’s Dual Distribution Strategy : An Interview Josh Reznick, Chief Distribution Officer at Foxquilt
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36:05Distribution, Digitized: How Foxquilt is Reshaping Small Business Insurance In this week’s podcast, I sat down with Josh Reznick, Foxquilt's Chief Distribution Officer, to unpack how the insurtech is redefining distribution in commercial insurance. Foxquilt is a digital MGA focused on serving underserved small business markets across North America.…
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Grace Hanson, Co-Founder and CEO at Elysian - PIR Ep. 725
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48:35Tony chats with Grace Hanson, Co-Founder and CEO at Elysian, they are an AI native TPA that handles claims end-to-end. They build the best tech and combine it with highly experienced adjusters and it results in better handling of commercial claims. The whole company and their processes are truly based on what adjusters really do and the way they re…
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Transform your charitable giving with Donor Advised Funds
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49:52
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49:52Send us a text In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving. 💡 Conversation Highlights:What is a Donor Advised Fund? The benefits and key considerations of using a DAF. How DAFs can encourage mult…
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In this weeks episode, you are simply eavesdropping in on a fun conversation with me and two of my faves, Lindsay Wallace & Caleb Cramer . It is part goofy, and part serious but it’s all heart and it’s all fun trying out a new format here on this one and I’d love to hear your thoughts. I am so incredibly lucky I get to do this show every week. It m…
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How Startups Can Use GenAI Without Breaking GDPR or Trust
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48:10Startups love GenAI. But most founders are using it unsafely — and exposing their team, their customers, and their legal risk without even realizing it. In this episode of Startuprad.io, we sat down with Dennis Traub, AI Engineering Specialist at AWS, to unpack what safe adoption of Generative AI really means for founders, CTOs, and product leads. …
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From Bootstrapped Startups to AI-Powered Lead Optimization: Scott Shou’s Founder Journey
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44:16In 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, a…
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Telling Your Story: Legacy, Money, and the Power of Conversation
20:41
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20:41Send us a text In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future. We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can bu…
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Joseph Sigona, Head of Business Development at MGM Technology Partners - PIR Ep. 724
44:30
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44:30Tony chats with Joseph Sigona, Head of Business Development at MGM Technology Partners, they bring complex scalable enterprise level applications to production. They can be the one stop shop in all of the pieces to get your application into production. From planning, to building, QA support, all the way through integration. Their Cosmo platform cov…
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#133 - From Rock Drummer to Insurance CEO w/ Taylor Garcia
39:15
39:15
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39:15In this episode, Carey and Lindsay sit down with Taylor Garcia, owner of Jackson & Jackson Insurance, to discuss his unique journey from musician to insurance leader. Taylor shares his experience taking over the family business, the challenges and opportunities of rebranding a legacy agency, and the importance of maintaining authentic client relati…
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The Future of Insurance – Reid Holzworth, CEO, Ivans
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33:17Episode Info Reid Holzworth leads Ivans' strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Reid began as an independent agent, frustrated that the products on the market didn’t fit well with his business model. So he founded and became CEO of Te…
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Brian Baughman, CPCU, ARM - ESOP Evangelist - PIR Ep. 723
56:44
56:44
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56:44Brian Baughman, CPCU, ARM - ESOP Evangelist and VP of Sales at The Hartwell Corporation. We chat about why it makes sense for agencies to adopt an Employee Stock Ownership Plan (ESOP) and what the advantages are. All employees are automatically owners after roughly a year. This aligns incentives in a way virtually impossible in other types of owner…
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Ep 286: Spencer McInvaille, Envista Forensics
47:23
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47:23In this episode, FNO: InsureTech hosts a conversation with Spencer McInvaille, Director of Digital Forensics at Envista Forensics, to examine the expanding role of digital evidence in insurance investigations. The discussion explores practical methods for extracting and interpreting data from everyday devices—such as cell phones and vehicles—to ass…
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David Serna Perez, Account Executive at LivePerson - PIR Ep. 721
48:22
48:22
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48:22David Serna Perez, Account Executive at LivePerson, they are an AI native company that has developed two AI agent assistant for the underwriter. They are mainly focused on MGA and underwriting teams. One is focused on MGA underwriting teams and the other one is focused on reinsurance brokers and underwriters. A great conversation with an experience…
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Chris Merideth, Candidate for Oklahoma Insurance Commissioner - PIR Ep. 722
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25:41Tony chats with Chris Merideth, Candidate for Oklahoma Insurance Commissioner. Chris Merideth: https://www.linkedin.com/in/chris-merideth-a6b4a255/ Video Version: https://youtu.be/xrTdfGMQ4TQBy Insurance Nerds
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Should Young, Married, and Divorced People Approach Life Insurance the Same way ?
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35:11In this Episode Our Mayor, Heath Shearon as he sits down with Hari Srinivasan to explore the fascinating world of life insurance. From cricket to Cardinals, and from tech to insurance, Hari shares his journey and insights into making life insurance accessible and meaningful. Discover how iCover is revolutionizing the industry with its innovative pl…
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How Count Finance Tackles Millennial Money Anxiety with Automation & Empathy
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30:34What if your money app actually reduced your anxiety instead of triggering it?In this episode, Laura Cornely shares how she walked away from private equity to build Count — a fintech that’s deeply personal, empathy-led, and built for millennial mental clarity. What You'll Learn: How money anxiety is the unspoken epidemic of our generation — and how…
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Daniel Palacios, Co-Founder and CRO at Sytrex - PIR Ep. 720
31:00
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31:00Tony chats with Daniel Palacios, Co-Founder and CRO at Sytrex, they are an AI native company that has developed two AI Agents assistants for underwriters. They are mainly focused on helping MGA underwriting teams, basically co-pilots for insurance and reinsurance operations. They place underwriters in the center and take away the manual and boring …
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The Evolving World of Insurance Media: Greg Crawford on 35+ Years in Journalism and P&C Insights
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46:05
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46:05In 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 event…
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Charles Merritt, Co-Founder and CEO at Buddy - PIR Ep. 719
29:10
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29:10Tony chats with Charles Merritt, Co-Founder and CEO at Buddy, the insurance gateway for people who build software. They help product teams and developers that are being tasked with integrating insurance APIs and help accelerate distribution of digital insurance products. Charles Merritt: https://www.linkedin.com/in/charlesmerritt/ Charles first app…
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Send us a text In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy. We explore the evolving intersection of wealth, values, and giving—and how financial professionals can guide meaningful conversations. Key takeaways The changing face of philanthropy: How generational shifts are creating new o…
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#132 - AI’s Tidal Wave in Insurance Industry w/ Justin Thomas
32:47
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32:47In this episode, Carey and Lindsay Wallace sit down with Justin Thomas, CEO of YourPolicy Insurance Agency, to discuss the evolving landscape of the insurance industry, particularly about the impact of AI. Justin shares his journey into insurance, the challenges and opportunities presented by AI, and the importance of adapting to change. The discus…
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Episode 1: Dr. Makayla Lavender Discusses the Coming Policy Storm in the Debut Episode of e123’s New Podcast, Insuring Growth by e123
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25:33Insuring Growth Where health insurance leaders come together for engaging conversations on policy, education, and business strategy to drive growth. This podcast for industry decision-makers navigates one of the most volatile healthcare landscapes in recent history. We cover what matters most — navigating regulatory and policy shifts, driving digit…
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Bill Martin, President & CEO at Plymouth Rock Home Assurance - PIR Ep. 718
58:05
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58:05Tony chats with Bill Martin, President & CEO at Plymouth Rock Home Assurance in a friendly debate about the merits of remote vs a full return-to-the-office (RTO). Bill Martin: https://www.linkedin.com/in/billmartiniv/By Insurance Nerds
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'Uncertainty Is What You Make It' : An Interview with Robin Russel, CEO, Satva Trust
31:43
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31:43Hosted on Acast. See acast.com/privacy for more information.
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The Honda Civic of the Insurance World
1:07:44
1:07:44
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1:07:44In this podcast episode, Reid talks with a returning guest – Luke Magnan, co-founder and CIO of Combined Ratio Solutions. Luke believes that core insurance software should be accessible and affordable, much like the dependable Honda Civic. Tune in to hear Luke’s vision: to empower insurance companies by simplifying their operations without breaking…
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Nadav Interstein, VP of Marketing at Swifter.io - PIR Ep. 717
53:54
53:54
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53:54Tony chats with Nadav Interstein, VP of Marketing at Swifter.io, they started as a low-code no-code platform but they have now shifted and have aggressively focused on AI. Now they have created a software development life cycle tool that uses agentic AI to generate the entire software development life cycle process going from project definition all…
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Can Community and Innovation Reshape the Insurance industry?
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58:10
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58:10This week Heath Shearon, the Mayor of Insurance Town, sits down with his good friend Craig Bender, the visionary behind InsureU2. In this episode, Craig shares his journey from a big player in the paintball community as a young "kid" to a leader in the insurance industry. Discover how his unique approach to marketing and community building is resha…
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Why Startup Exec Hires Fail — Avoid €250K Mistakes with Diagnostic Hiring
29:20
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29:20What if every second leadership hire in your startup fails — costing you up to €250,000? In this episode of Startuprad.io, we uncover why so many startup executive hires flop and how diagnostic hiring is rewriting the rules of leadership selection. What You'll Learn: Why more than 50% of startup VP and C-level hires fail within 18 months The real-w…
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From Bootstrapped Startup to Vertafore Acquisition: The AgencyZoom Journey with Moe Latif
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47:38In 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 …
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Mary Rossi, President at Rossi Claims Training Academy - PIR Ep. 716
27:15
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27:15Tony chats with Mary Rossi, President at Rossi Claims Training Academy. Mary is a 35 year veteran of the claims world, with extensive experience both carrier claims and running an IA firm. She's now offering training for claims adjuster for both new and experienced adjusters. The teaching is focused around case studies. Mary Rossi: https://www.link…
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The season finale of Investology! Marco Aboav, CEO of Etna Research delivers a contrarian take on the current state of AI and automation in financial services. The real challenge now is not technology, but change management, for operational efficiency. But not as a magic bullet for generating alpha. The real edge comes from domain expertise, data s…
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dacadoo and AI – the growing role of wearables
25:22
25:22
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25:22In this episode of the AI Insights series from the Society of Actuaries Research Institute, Dale Hall sits down with Blake Hill, Vice President of Market Development & Growth at dacadoo. They explore how wearable technology, coupled with AI, is transforming the life and health insurance landscape—from personalized underwriting and engagement strate…
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Nima Ashtari, Founder and CEO at Manifold - PIR Ep. 715
39:56
39:56
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39:56Tony chats with Nima Ashtari, Founder and CEO at Manifold, they help insurance in the auto space use video analytics for telematics. From dash cams to telematics devices they can help you digest all of it. Essentially they are an aggregation and analysis tool for underwriting and claims. A very interesting company with a very interesting back story…
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Protecting Our Parents: Rethinking Elder Fraud Prevention
28:50
28:50
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28:50Send us a text On the latest episode of The Get Ready Money Podcast, I’m joined by Walt Laskos, podcaster and Elder Fraud Prevention Advocate. Walt and I dive into the hidden epidemic of elder financial abuse, how it often strikes close to home, and the critical role financial institutions and families play in stopping it. We also explore practical…
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#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr
28:33
28:33
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28:33In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the intricacies of agency acquisitions in the insurance industry. They explore the impact of acquisitions on client relationships, the importance of communication during transitions, and the challenges of maintaining a consis…
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AI Innovations: Drizz’s Funding Success and Humanly’s Interview Revolution
4:34
4:34
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4:34Explore how Bengaluru's Drizz is transforming mobile app testing with $2.7 million in seed funding, and discover Seattle's Humanly's groundbreaking 'AI interviewer' video bot. Plus, learn about strategic alliances in India's smallsat industry driving innovation and growth. Tune in for these stories and more on Simply News Radio. Sources: https://te…
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Michael Ley, Director of Network Relationships at Hawksoft - PIR Ep. 714
44:46
44:46
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44:46Tony chats with Michael Ley, Director of Network Relationships at Hawksoft, they are the third largest Agency Management System (AMS) with a passionate group of users. (For High Ds: Actual content starts at about minute 8.) I had heard about Hawksoft every once in a while and it was awesome to finally hear the story direct from them. What an intere…
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AI, Insurance, and the Power of Operator Mindset : An Interview with Rohit Mittal, CEO InsurGrid
33:11
33:11
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33:11This week on The Leadership In Insurance Podcast podcast, I had a brilliant conversation with Rohit Mittal, all about just that. We covered why he chose to buy and operate an insurance tech company and how he’s helping agents reclaim their time and boost productivity through AI. Here’s a few highlights from what we covered... ⚙️ “From 45 minutes to…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial Services and at Veralytic about changing the way we think about money and life insurance policy analysis. Key takeaways: How independent benchmarks can help. Why life insurance policies are complex. How advisors can get start…
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Ep 285: Amrish Singh, CEO & Co-founder, Liberate
50:51
50:51
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50:51Rob Beller and Lee Boyd are joined by Amrish Singh, CEO and Co-founder of Liberate, for a detailed look at how Liberate’s AI-powered agent, Nicole, is redefining intake and service for insurance carriers and agencies. Nicole automates not just first notice of loss (FNOL), but also handles ongoing service requests—including endorsements, ID cards, a…
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What secrets does he share on building personal brand?
54:31
54:31
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54:31Episode Summary: Join us for an insightful conversation with Draye Redfern, a marketing expert with a rich background in insurance and a knack for innovative strategies. Draye shares his journey from working in his family's insurance agency to founding Redfern Media, a marketing agency that has helped numerous businesses thrive. Discover the power …
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John L. Connell, Co-Founder and CEO at Focal - PIR Ep. 713
28:52
28:52
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28:52Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that s…
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The Current and Future State of Stablecoin Payments with Conduit
49:27
49:27
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49:27Kirill Gertman is the founder and CEO of Conduit, a leading B2B cross-border payments platform powered by stablecoins. Conduit leverages stablecoins to allow businesses to move money faster, cheaper and more transparently than legacy platforms such as SWIFT. In 2024, Conduit grew transaction volumes 16x year-on-year, surpassing $10 billion in total…
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Second-Life EV Batteries: How Voltfang Raised €15M to Replace Coal in Europe
25:33
25:33
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25:33What if the key to Europe’s energy independence lies in the batteries of yesterday’s electric cars? This isn’t science fiction—it’s Voltfang’s reality. Today’s episode takes you inside the world of second-life EV batteries, where German climate tech startup Voltfang is repurposing used electric car batteries to stabilize power grids, decentralize e…
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Eric Adler, Founder and CEO at Flume Water - PIR Ep. 712
36:29
36:29
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36:29Tony chats with Eric Adler, Founder and CEO at Flume Water, they help save insurance companies money and homeowners the pain and experiences of filing a water claim. They also help decrease the time away from their house which is a win/win. They do this through a combination of DIY self-installed sensor and a network of Flume technicians that help …
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Revolutionizing Insurance Payments: Greg Mallin on Agave Pay’s Vision for the Future
31:08
31:08
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31:08In 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 pla…
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