COUNCILcast is a podcast series brought to you by The Council of Insurance Agents & Brokers. Sound insights and new perspectives for commercial insurance and employee benefits brokers. Hosted by Ken Crerar.
COUNCILcast podcast by The Council
In this episode, Kristina Talkowski, head of commercial lines, middle market for Nationwide, shares takeaways from a recent survey of small and medium sized businesses. Among the range of risk management issues covered are economic concerns, supply chain disruptions, cyber threats and regulatory compliance issues. She also discusses gaps in risk preparedness for middle market businesses, industry opportunities, and more.
A conversation with the president of McGohan Brabender. A native of Ashland, Ohio, Beth Ferrin shares how growing up in Amish country shaped her formative years, what it's like being the first female president of her firm, and the importance of advocacy in her role.
In this episode Leader's Edge talks with Matthew Scally and Grier Dienstag from McKinsey. Both authors of “Investing in insurance: The value imperative,” discuss recent private investment trends in insurance. They also evaluate what made 2024 M&A unique, and share why they expect increased deal activity this year.
The BrokerTech Ventures 2025 Accelerator startups are putting artificial intelligence to work in new ways, rethinking back-office processes from telephony support to employee offboarding, says Accelerator Executive Director John Jackovin. Talking to Leader's Edge on the eve of the multiday, in-person BTV Mania, Jackovin shares insights on new areas of startup focus, investment trends, and what BTV startups and partners have to look forward to when they gather this week.
A conversation with Ryan Specialty's chief compliance and privacy officer and head of diversity, equity, and inclusion. In this episode, Michael Blackshear discusses how growing up in New York City shaped him, how his consistent pursuit of education informs his role, and finding out that his father was an undercover detective.
At the start of 2025 the AI industry and stock market were both blindsided. By the end of Monday, Jan. 27, nearly $1 trillion in value had been wiped off the Nasdaq 100. U.S. tech companies that had invested billions of dollars in AI now faced new competition from DeepSeek, a Chinese AI startup. Supposedly only costing $6 million to develop, and as intelligent as OpenAI's reasoning models, the open-source application became the most downloaded free app for iPhone when released. For Brandon Nuttall, chief digital and AI officer at industry data solutions provider Xceedance, this was a Sputnik moment for the AI industry–referring to moment in which the Soviet Union surprised the United States and jump-started the space race in 1957 by sending the first artificial satellite into space. In this podcast, Nuttall discusses the risks for companies that use DeepSeek, how the AI was created, and why it needs significantly less energy than other large language models.
In an interview conducted on-site at The Council's Insurance Leadership Forum last Fall, Leader's Edge spoke with Mike Krzyzewski, former head coach for Duke University men's basketball and the Team USA Olympics team. Krzyzewski shares stories of leadership, talent, and rivalries with Editor-in-Chief Sandy Laycox, who attended the University of North Carolina, Duke's primary rival. Although Krzyzewski is retired, the rivalry burns strong.
A conversation with the president of The Partners Group. In this episode, Sarah Friend shares how and why she started her own podcast, the importance of community in retaining young professionals, and her philosophy on leadership.
While on assignment to cover the disproportionate impact of natural catastrophes on low-income families and small businesses, journalist Russ Banham was evacuated from his own Los Angeles home. A Los Angeles County native, Banham himself was forced to evacuate his home with his family as the Eaton Fire edged toward his neighborhood in January. After the fire was contained, Russ was able to return to his neighborhood and house, still intact. He shares his personal experience and details from his reporting.
In this episode, Council VP of Health Policy & Strategy Katie King sits down with Dave Kerrigan, founder and CEO of benefits solution aggregator BenefitPitch, to get his take on the trends driving brokers and employers to prioritize solutions that thread the needle on controlling costs and retaining employees. From AI in benefits to the growth of individual coverage HRAs, Kerrigan discusses which solutions are top of mind, which are falling out of favor, and where we might see the most trend growths in 2025.
In this episode we meet Benjamin Verlingue, Chairman and Chief Executive Officer of The Adelaide Group. Verlingue shares his story of becoming the 4th generation to run his family's insurance business. He discusses what changes he wants to see during his time of leadership, and differences and misconceptions between U.S. and France.
In this podcast episode, we discuss women's health and healthcare with chief medical officer Dr. Janet Choi and chief development officer Julie Stadlbauer from Progyny, a fertility, family building and women's health benefits provider. From the history of exclusion in medical research, to the fragmented system and myriad point solutions now available, women's healthcare requires expertise and navigation, the experts say. And it's an opportunity for employers to better serve this crucial population.
In the second interview conducted on-site at The Council's Insurance Leadership Forum in October, Leader's Edge spoke with Pulitzer Prize-winning presidential historian Doris Kearns Goodwin. Goodwin offers insights on the political strife, past and present, that has challenged numerous generations of Americans. She also offers anecdotes concerning the history of the presidency, a message on the importance of young people bringing change to the world, and leadership lessons applicable to all.
In this episode, Matt Waters, head of US Middle Market for AXA XL, shares what it has taken for his team to build out its business over the past couple of years. Waters also discusses what characteristics impact the middle market and what industry segments the company is focused on.
In the midst of the hustle and bustle of the 2024 Insurance Leadership Forum, Leader's Edge held open mic hours in the magazine's podcast booth where conference guests could sit down and share thoughts on any topic. First to join in conversation was Kevin Davis, president of Kevin Davis Insurance Services, who shared how he uses his own podcast to help his business. Next, Leader's Edge's book reviewer Scott Naugle discussed the similarities between recommending a book and an insurance policy.
A Christmas miracle on Capitol Hill keeps the federal government funded through March 14, 2025. In this year-end episode of Politics & Risk, The Council's senior vice president and vice president of government affairs, Joel Kopperud and Blaire Bartlett, discuss the turmoil in Washington, D.C., as Congress struggles to keep the government open through the new year. Additionally, Bartlett interviews Republican Rep. David Joyce, of Ohio's 14th Congressional District. The congressman offers his thoughts on the incoming presidential administration and hot-button legislation pertaining to cannabis and banking.
Mark Siebold, SVP and head of workplace solutions at Wintrust Workplace Solutions, offers a comprehensive overview of health savings accounts (HSAs) and the benefits to both employers and employees.
Soldiers engaging in combat with native tribes in post-Civil War America. The free press waging a war of words on companies in the Wild West. A massive parade celebrating the tricentennial of the Massachusetts colony. These are all scenes that shaped the way American's think about risk, from author Katherine Hempstead's new book Uncovered: The Story of Insurance in America. The book shares how the American insurance industry developed over a period of centuries. In this discussion, Hempstead takes us through the stories and people in her book
Lívia Albuquerque Bisoni has had a fascinating life. After working in Brazil's fashion industry and then pivoting to insurance and moving to Portugal, the 33-year-old today is head of international and institutional relations for MDS Group. Fresh off her team's win in the Global Broker Smackdown at the 2024 Insurance Leadership Forum, Bisoni shares with Leader's Edge how she was able to switch careers, the importance of international business etiquette, and what risk trends she foresees impacting clients next year.
Given his background working with pharmacy benefit managers (PBMs) and medical insurers, as well as working with individuals to fill their prescriptions, Dr. Simon Leung, Vice President, Head of Pharmacy, Conner Strong & Buckelew has in some ways seen it all. Leung's experience has shaped his approach to pharmacy benefit consulting and his view on transparency with respect to drug costs. He discusses where all the different industry players disagree, which cost-saving levers employers have access to and the value of different types of data that inform client strategy.
Leader's Edge was on-site at The Council's Insurance Leadership Forum in October to capture the conversations and energy that always accompany this key industry gathering. In the first of three special interviews conducted at ILF, retired U.S. Navy Admiral James Stavridis, former NATO supreme allied commander Europe and a current board member of global broker Aon, discusses what risks American companies face from abroad, what trends he foresees impacting the world, and what U.S. citizens can do to tamp down the political divisiveness running rampant in our country.
Personal Lines with Dottie Chalmers Cutter by A Council Platform - 868329
Everyone in the insurance value chain wins when the broker is equipped with better data, says Jeff Cohen, senior vice president at Zywave. Cohen paints a vivid picture of what a fully optimized digital industry could look like, but cautions that we're not there yet. He discusses where the industry is on this journey, why digital evolution is moving at the pace that it is, and what we can do about it. He also digs into the differences between manual and digital processes, how to bring out useful data points for insureds, and how Zywave is building its data from the ground up.
Council of Insurance Agents & Brokers executive chairman Ken Crerar sits down for a candid conversation on leading The Council through 30 years of growth, change, disruption, and success.
Being a bank-owned premium financing company means that the economic environment, especially changes in banking, is a major factor in the business landscape, says Ben Rubin, chief risk officer for FIRST Insurance Funding & Wintrust Life Finance. In this podcast, sponsored by First Insurance Funding, Rubin discusses the particulars of the current financial services environment and how brokers can position premium financing in their conversations with clients. He also explains the different options it provides, how different sized companies might use premium financing in different ways, and more.
In this episode we meet Ryan L. Smith, Executive Vice President of Atlanta Life Insurance. Smith shares how his childhood entrepreneurial mindset led him to working with NBA legend Magic Johnson. He also discusses his perspective on life insurance, and why its vital for a family member to have.
For hundreds of years the insurance market known as Lloyd's of London has played a notorious role in the world of risk and finance. To understand how this market started, podcast producer Zach Ewell spoke with Geraldine Morgan, a history enthusiast who gives tours in London England around the history of Lloyds and insurance. Morgan takes us on a tour from the great fire of London of 1666 to the establishment of Lloyd's Coffee Shop.
One year into the newly created role of head of North America, AXIS' Mike McKenna joins the Leader's Edge podcast to discuss how he plans to execute on opportunities in the market as Axis dives deeper into specialty lines. McKenna drills down into where the opportunities are in the difficult casualty market, discusses the company's new Lloyd's syndicate focused on the energy transition, and talks about serving the lower middle market effectively.
As Fall conference season gears up, BrokerTech Ventures' John Jackovin, Executive Director of the BrokerTech Ventures Accelerator, shares some insight into the upcoming BrokerTech Connect, a broker-focused mini-event held during InsureTech Connect in Las Vegas in October. Jackovin discusses the evolution of the conference over the years and what's hot in Insurtech right now.
Can we fix the polarization that has engulfed our politics and government? According to a recent Pew Research Center poll, public trust in government has edged near all-time lows in recent years. The nonpartisan organization She Should Run believes part of the answer to fixing this problem includes increasing the number of women in public office. To understand how increasing women's participation in public office could improve public trust in government, podcast producer Zach Ewell spoke with Tracey Vasile, a member of the Planning Board for Foxborough, Massachusetts, home of the New England Patriots. Vasile is also senior vice president for client strategy at Verisk, an information services company that specializes in risk. The New England native discusses her journey serving in elected office, the importance of women running, and recent risk trends.
In this edition of our AXA XL podcast series, chief client and distribution officer Matt O'Malley sits down with Leader's Edge after taking on this newly created role for the insurer. He explains the interconnected risk that drove AXA XL to create this position and what he hopes to achieve in the role. He also talks market trends including the early Atlantic storm season, cyber risk, and opportunity in casualty.
In this episode of Politics & Risk from The Council's government affairs team, SVP Joel Kopperud interviews Democratic Rep. Joe Courtney, who represents Connecticut's 2nd Congressional District. The congressman discusses his party's new excitement surrounding the presidential ticket after President Joe Biden's withdrew from the 2024 election, possible running mate picks for Vice President Kamala Harris after she became the Democratic Party candidate, and what's at stake in November.
For over 34 years Mike St. Lawrence traveled the United States selling alien abduction insurance on local TV news and radio shows. With nearly 7,000 coverages sold at a $24.95 asking price, the Florida resident offered a $10 million payout for proof of abduction. The catch: The payout would come at $1 annually for 10 million years. Following our 2021 interview with St. Lawrence, podcast producer Zach Ewell recently attempted to reach the self-proclaimed comedian insurer to see how his business was going and pick his mind on current UFO phenomena.
In this episode we meet Dan Horton, CEO of the Horton Group Horton shares how he made the career jump from airline pilot to insurance executive, the influence that family has had in his life, and the importance of company culture.
How is artificial intelligence shaking up the film industry? Sinead Murphy, managing director at carrier MiC Specialty, discusses how artificial intelligence (AI) is changing the film and media industries. With over 12 years of underwriting experience, Murphy shares how AI risks will impact E&O, cyber, and other policy coverages. She also discusses how this new technology is affecting the relationship between brokers and carriers. This conversation comes nearly a year after the Screen Actors Guild went on strike for reasons that included AI being used to replace actors' performances.
In this edition of the Politics & Risk podcast, The Council's government affairs team is onsite at the Employee Benefits Leadership Forum (EBLF) with Council VP of health policy & strategy Katie King. King oversees the Council of Employee Benefits Executives' agenda and reveals new insights presented to the group by McKinsey, including findings from McKinsey's brand new 2024 employer survey. The team also discusses what potential federal budget and tax code decisions could mean for employer-sponsored insurance next year.
Blake Watts, channel partnerships leader for Ochsner Health, has a busy agenda for The Council's Employee Benefits Leadership Forum [EBLF] this year. Speaking with Leader's Edge on the first day of the meeting in Colorado Springs, Colorado, Watts said he was looking forward to conversations with his peers on healthcare point solutions and partnering with the consulting community. In this podcast, Watts dives into “point solution fatigue” and research that has thrown the value of these services in healthcare into question. He also discusses Ochsner's focus on value-based care and addressing health challenges in the company's home state of Louisiana, among other topics.
In this episode we meet Belen Tokarski, President and COO of Mylo. Tokarski shares inspirational stories of family members who inspire her, how she fell into the insurance industry. And why she's sticking around.
In the latest episode of Politics & Risk from The Council's government affairs team, SVP Joel Kopperud interviews Democratic Rep. Brittany Pettersen, who has represented Colorado's 7th Congressional District since 2023. Having served in the Colorado state legislature for a decade prior to becoming a member of the U.S. House of Representatives, Pettersen shares the top issues for Coloradans, including housing and climate change. As a member of the Problem Solvers Caucus, Pettersen also dives deep into the systematic issues that Congress faces when getting work done.
This Spring has seen protests pop up on college campuses all over America. As a result of the ongoing Israel-Hamas war, student organizations have been demanding action from their universities to divest from Israel. Meanwhile counter protests have also occurred. While some protests have stayed peaceful, others have broken out in violence. Lucy Straker, Focus Group Leader of Political Violence & Deadly Weapons Protection at Beazley, and Matthew Westhoff, Head of North American Commercial Property at Beazley discuss strike, riot and civil commotion policies (SRCC). Additionality they share the risks associated with the upcoming 2024 election and current heightened political climate.
A conversation with GameStop's Co-founder Video games, eccentric personalities and past presidential candidates have all made their way through Gary Kusin's career. The entrepreneur and business mentor is the former CEO of FedEx Office and co-founded the company now known as GameStop. Kusin shares how he started the first large-scale video game retailer, why GameStop surged in the financial market during the meme stock craze of 2021, and how a summer internship at an insurance company changed his outlook on leadership and life. We spoke with Kusin ahead of the April 30 publication of his new book, Always Learning.
In this episode we meet Tim Hall, CEO of Relation Insurance Services. Hall shares how he got his start creating a business in high school, what life is like in his home state of Nebraska, and how the insurance industry needs to sell itself to a younger generation.
Donnacha Smyth, president of global excess casualty for AXA XL, discusses pressure points in the market and his takeaways from brokers. In the newest addition to our AXA XL podcast series, Donnacha Smith, president of global excess casualty for AXA XL, discusses ongoing claims litigation and nuclear verdicts, geopolitical tensions, climate change and renewables, and how to remain relevant for clients dealing with these pressures.
Creating efficiency and speed for agents and brokers is a major topic in this podcast sponsored by BrokerTech Ventures. Jeff Lobeman, assistant vice president for digital and head of innovation, and Bob Pick, CIO and executive vice president, both at Tokio Marine North America, discuss how they stay on top of brokers' operational and customer service needs, balancing automation and human interaction, and what's next for insurers and the internet of things.
"I like to be where the rubber meets the road." In this episode we meet Jenni Lee Crocker, President of PCF Insurance Services. Crocker shares how growing up in a small town in Virginia shaped her outlook on life, and how experiences from her local community gave her the tools and can do attitude to tackle whatever her job and the industry demands of her. She also explains what characteristics contribute to good office culture.
With a reduction in deals and dollars, insurtech investment going forward will favor companies with a proven track record and products that will be widely usable across the insurance industry, says Kylie Hubbard, director of innovation at Insurica. In this podcast, sponsored by Ascend, Hubbard also provides a broker perspective on the state of data connectivity and discusses whether and how the insurance industry will use technologies such as blockchain and AI.
A conversation on digital evolution with IVANS CEO Reid Holzworth. We discuss connectivity, carriers data evolution and how AI is really being used in the insurance industry.
A discussion with Pamela Wheeler, Chief Diversity Officer at NFP. In this episode we meet Pamela Wheeler, who shares stories about her early career in the sports industry working for the WNBA. Then Wheeler dives deep into why she traded in sports for insurance, and why its important to understand DE&I as a business imperative.
In this podcast sponsored by finance automation platform Ascend, we talk with Andrew Wynn, Ascend co-founder and CEO. In between conversations about digitization, integration and what good looks like, we discuss the nature of relationships, community and the thread between his time in the Peace Corps and insurance.
What kind of knowledge and benefits does a past minor league pitcher wish he had? Slade Smith, Employee Benefits Specialist at Cobbs Allen shares stories about the early days of his career as a professional baseball player, drafted by the Detroit Tigers, and how he pivoted to working in the insurance industry after an injury. The 33-year-old also shares his thoughts on what major trends the employee benefits space could see in the near future.
Will Democrats or Republicans flip or flop The House and Senate? The Council's SVP and VP of government affairs Joel Kopperud and Blaire Bartlett kicks off their Legislative Summit with a run down of today's hotbed of political issues. They talk flipping the house and senate, regulatory issues in the healthcare space, reauthorizing tax cuts, PBM transparency and cannabis.