Using AI to Drive Underwriting Efficiency at Scale with Sarah Reeves & Matthew Sutika

Insurtechs.io

47:59

Ep. 42 - RevPar Problems, Real Talk: When Memes Meet Metrics with Calvin Tilokee How do revenue managers really think? What makes hotel rates spike during Taylor Swift concerts—or Bigfoot conventions? And why do memes about ADR hit harder than your star report? In this episode of Tickets to Travel: The Business of Travel Experiences , we sit down with Calvin Tilokee of RevPAR Media, the sharp mind behind the viral @RevPARProblems Instagram account. Calvin pulls back the curtain on hotel pricing strategy, compression events, influencer marketing, and what event producers often get wrong when pitching to hotels. Whether you’re trying to block rooms for a major festival, fill your hotel over a soft week, or just want to understand the secret language of revenue managers, this episode is packed with insight and humor. This episode is a must-listen for hotel sales and revenue teams, meeting and event planners, festival promoters, and hospitality marketers. Follow @RevPARProblems on Instagram for daily hotel truths and satire. And subscribe now to hear why Calvin says: “We don’t need your group when we’re already full. Call us the week after Christmas.” For more insider conversations at the intersection of travel, ticketing, and live experiences, follow us on all socials @Tix2TravelPod and subscribe wherever you get your podcasts. If you haven’t listened yet, head to www.tttpod.com to catch up on past episodes.…

about a year ago 53:01

MP3•Episode home

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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

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!

94 episodes

#Business #InsurTechs.io

Using AI to Drive Underwriting Efficiency at Scale with Sarah Reeves & Matthew Sutika

Insurtechs.io

published about a year ago

MP3•Episode home

-----------------------------

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

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/

-----------------------------

94 episodes

#Business #InsurTechs.io

All episodes

Insurtechs.io

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

19 hours ago54:31

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!…

Insurtechs.io

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

8 days ago56:12

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!…

Insurtechs.io

1
Correll and Perez 49:05

13 days ago49:05

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!…

Insurtechs.io

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

15 days ago38:20

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!…

Insurtechs.io

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

17 days ago30:53

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!…

Insurtechs.io

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

20 days ago50:30

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!…

Insurtechs.io

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

22 days ago32:37

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!…

Insurtechs.io

1
Navigating M&A, Lending, and Growth Strategies in the Insurance Industry with Kelly Drouillard 1:15:33

24 days ago1:15:33

1:15:33

In this episode of Insurance VC, PE, and M&A, Jeff Shi sits down with industry icon Kelly Drouillard to unpack the complexities of insurance M&A, lending strategies, and agency growth. With over 30 years of experience spanning carrier, reinsurance, and capital markets, Kelly brings a deep well of insight into insurance transactions. She breaks down the agency ownership lifecycle—from growth and optimization to perpetuation—while offering tactical advice on when and how to sell. Kelly also explains the nuances between SBA 7A loans and traditional bank lending, the risks and rewards of equity partners, how to build creditworthiness, and creative capital structuring. This is a must-listen for insurance agency owners looking to scale, exit, or navigate complex financial decisions with clarity. Whether you're planning an acquisition, evaluating your agency’s valuation, or preparing for perpetuation, Kelly’s perspective offers critical guidance grounded in decades of real-world experience. Keywords: insurance M&A, agency lending, SBA 7A, insurance capital, insurtech, agency growth, exit strategy, equity financing, commercial insurance, agency valuation, private 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/ Kelly Drouillard : https://www.linkedin.com/in/kelly-drouillard-ins/ ----------------------------- 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 Scratch Agencies & Podcasting Community with Sean Fitzgerald & Stephen Turnbull 41:46

27 days ago41:46

41:46

In this episode, host Jeff Shi welcomes Shawn Fitzgerald and Stephen Turnbull, the dynamic duo behind the Scratch Agency podcast. Together, they share their journey of launching their own scratch agencies in New York and how their similar-but-different paths led to the creation of a podcast that has grown into a vibrant community for independent insurance agents. They dive deep into their reasons for documenting their journey, the importance of community and mentorship, and how their mastermind group is helping scratch agents across the country avoid costly mistakes. The episode also explores how regional carrier relationships, personal vs. commercial lines marketing, and the evolving role of AI tools in the insurance space are reshaping agency growth and operations. With over 100 episodes under their belt, Shawn and Stephen reflect on their most impactful interviews, valuable lessons from industry leaders like Brett Young, and the power of showing up with grit and transparency. Whether you're building a scratch agency or looking to learn from others navigating the independent channel, this conversation is packed with practical takeaways and inspiration. ----------------------------- 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/ Shawn Fitzgerald : https://www.linkedin.com/in/shawnpfitzgerald/ Stephen Turnbull : https://www.linkedin.com/in/stephen-turnbull-930295109/ ----------------------------- 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
Bootstrapping a Flood MGA: Inside Flow Flood's Growth Story with Abbe Sulton & Michael Pallas 38:20

29 days ago38:20

38:20

In this episode, host Jeff Shi sits down with Flow Flood co-founders Abbe (A.B.) Sulton and Michael Pallas to explore their unique path from insurance distribution to building a flood-focused insurtech MGA. The conversation dives deep into their early days running a retail agency during the 2008 financial crisis, discovering market inefficiencies in residential flood, and evolving into a full-stack digital MGA with multiple binding agreements across 43 states. A.B. and Michael share their strategies for leveraging SEO, digital distribution, and legislation changes to grow their flood book, how their trip to Lloyd’s of London unlocked new reinsurance partnerships, and why they’ve remained bootstrapped through it all. This episode also covers private flood market trends, flood zone misconceptions, AI use in underwriting, and how Flow Flood is positioning for further growth and catastrophe product expansion in 2025. Whether you're an insurtech founder, MGA, or traditional agency owner looking to learn more about flood, this is a masterclass in identifying niche opportunity and executing in a high-barrier segment 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/ A.B. Sulton : https://www.linkedin.com/in/abbe-sultan-548879/ Michael Pallas : https://www.linkedin.com/in/michaelpallas/ ----------------------------- 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
Global Insurance Transformation, Community, and the Power of Mindset with Rory Yates 36:22

4 weeks ago36:22

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

5 weeks ago32:04

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

5 weeks ago21:30

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

5 weeks ago46:28

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

6 weeks ago34:16

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

11 weeks ago1:10:25

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

11 weeks ago42:21

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

12 weeks ago44:26

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

12 weeks ago17:26

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

12 weeks ago32:40

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

13 weeks ago43:12

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

13 weeks ago38:06

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

13 weeks ago25:43

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

14 weeks ago45:11

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

14 weeks ago53:51

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

14 weeks ago30:26

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

15 weeks ago36:11

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

15 weeks ago32:50

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

15 weeks ago33:27

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

16 weeks ago38:36

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

6 weeks ago36:12

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

6 weeks ago33:39

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

7 weeks ago32:50

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

7 weeks ago1:06:36

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

7 weeks ago44:30

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

8 weeks ago53:01

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

8 weeks ago37:33

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

8 weeks ago38:39

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

9 weeks ago20:39

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

9 weeks ago24:24

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

9 weeks ago31:21

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

10 weeks ago36:29

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

10 weeks ago45:20

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

10 weeks ago42:49

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

11 weeks ago46:45