Profiles in Risk

Tony chats with Joseph Sigona, Head of Business Development at MGM Technology Partners, they bring complex scalable enterprise level applications to production. They can be the one stop shop in all of the pieces to get your application into production. From planning, to building, QA support, all the way through integration. Their Cosmo platform covers the whole value chain of insurance from risk management, through quoting, binding, and all the way through accounting, all in a modular format. Cosmo in built on the A12 platform, the product of 30 years of experience building enterprise level systems allowing you all of the flexibility you need, with less of the work.Joseph Sigona: https://www.linkedin.com/in/joesigona/MGM Technology Partners: https://www.mgm-tp.com/Video version: https://youtu.be/Urzj9Nu3LlA

Brian Baughman, CPCU, ARM - ESOP Evangelist and VP of Sales at The Hartwell Corporation. We chat about why it makes sense for agencies to adopt an Employee Stock Ownership Plan (ESOP) and what the advantages are. All employees are automatically owners after roughly a year. This aligns incentives in a way virtually impossible in other types of ownership structures. A very interesting conversation! Brian Baughman: https://www.linkedin.com/in/brian-baughman-cpcu-arm/The Hartwell Corporation: https://www.thehartwellcorp.com/Video Version: https://youtu.be/Zwb2At9v-ak

Tony chats with Chris Merideth, Candidate for Oklahoma Insurance Commissioner.Chris Merideth: https://www.linkedin.com/in/chris-merideth-a6b4a255/Video Version: https://youtu.be/xrTdfGMQ4TQ

David Serna Perez, Account Executive at LivePerson, they are an AI native company that has developed two AI agent assistant for the underwriter. They are mainly focused on MGA and underwriting teams. One is focused on MGA underwriting teams and the other one is focused on reinsurance brokers and underwriters. A great conversation with an experienced AI practitioner who really gets insurance.David Serna Perez: https://www.linkedin.com/in/david-serna-perez-42825689/LivePerson: https://www.liveperson.com/Video Version: https://youtu.be/hkgQBYYpob4

Tony chats with Daniel Palacios, Co-Founder and CRO at Sytrex, they are an AI native company that has developed two AI Agents assistants for underwriters. They are mainly focused on helping MGA underwriting teams, basically co-pilots for insurance and reinsurance operations. They place underwriters in the center and take away the manual and boring repetitive work.Daniel Palacios: https://www.linkedin.com/in/danielpalaciossales/Sytrex: https://www.sytrex.io/Video Version: https://youtu.be/894J0dwi7O8

Tony chats with Charles Merritt, Co-Founder and CEO at Buddy, the insurance gateway for people who build software. They help product teams and developers that are being tasked with integrating insurance APIs and help accelerate distribution of digital insurance products.Charles Merritt: https://www.linkedin.com/in/charlesmerritt/Charles first appearance on Profiles in Risk Ep. 298: https://youtu.be/IWI1zxTT6nM?si=yzwTpPQlDLtDFeKpBuddy: https://www.buddy.insure/teamVideo Version: https://youtu.be/jGAp09-Vhyw

Tony chats with Bill Martin, President & CEO at Plymouth Rock Home Assurance in a friendly debate about the merits of remote vs a full return-to-the-office (RTO).Bill Martin: https://www.linkedin.com/in/billmartiniv/

Tony chats with Nadav Interstein, VP of Marketing at Swifter.io, they started as a low-code no-code platform but they have now shifted and have aggressively focused on AI. Now they have created a software development life cycle tool that uses agentic AI to generate the entire software development life cycle process going from project definition all the way through wireframe, processes, actual code in the language you want, automated testing, and deployment. A to Z AI powered creation of enterprise level software for front-end.Nadav Interstein: https://www.linkedin.com/in/nadav-interstein-45118615/Swifter.io: https://Swifter.ioVideo Version: https://youtu.be/S0lqfKwJniY

Tony chats with Mary Rossi, President at Rossi Claims Training Academy. Mary is a 35 year veteran of the claims world, with extensive experience both carrier claims and running an IA firm. She's now offering training for claims adjuster for both new and experienced adjusters. The teaching is focused around case studies.Mary Rossi: https://www.linkedin.com/in/mary-rossi-b8a3648a/Rossi Claims Training Academy: https://rossiclaimservices.com/claims-academy-enrollment/Video Version: https://youtu.be/7XGxVnA9l0s

Tony chats with Nima Ashtari, Founder and CEO at Manifold, they help insurance in the auto space use video analytics for telematics. From dash cams to telematics devices they can help you digest all of it. Essentially they are an aggregation and analysis tool for underwriting and claims. A very interesting company with a very interesting back story. A must listen to episode if you're into auto insurance.Nima Ashtari: https://www.linkedin.com/in/nima-ashtari/Manifold: https://www.manifold.autos/Video Version: https://youtu.be/zeghwnMskHg

Tony chats with Michael Ley, Director of Network Relationships at Hawksoft, they are the third largest Agency Management System (AMS) with a passionate group of users. (For High Ds: Actual content starts at about minute 8.) I had heard about Hawksoft every once in a while and it was awesome to finally hear the story direct from them. What an interesting company! What started as an app writer because of bad handwriting, grew to be a full fledged AMS. They're still family owned and every agency that uses is part of the family. Michael Ley: https://www.linkedin.com/in/realmichaelley/Hawksoft: https://www.hawksoft.comVideo Version: https://youtu.be/Y1nc-PR_J90

Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that saves advisors 50 hours a month! It empowers you to deepen your relationships with your clients.John L. Connell: https://www.linkedin.com/in/john-l-connell/Focal: https://meetwithfocal.com/Video Version: https://youtu.be/n0PUISKLMqs

Tony chats with Eric Adler, Founder and CEO at Flume Water, they help save insurance companies money and homeowners the pain and experiences of filing a water claim. They also help decrease the time away from their house which is a win/win. They do this through a combination of DIY self-installed sensor and a network of Flume technicians that help identify issues in the home.Eric Adler: https://www.linkedin.com/in/eric-adler/Flume Water: https://flumewater.com/Video Version: https://youtu.be/qr36cZdz8-o

Tony chats with Mike Hallock, Partner at McCoy Leavitt Laskey and President at Chicago CLM. Mike is an expert in fire and explosion catastrophic claims and is working with CLM to build an Emergency Response Taskforce with over 100 members to aggressively defend instead of always playing catchup to plaintiff appointments. A fascinating conversation!Mike Hallock: https://www.linkedin.com/in/hallockmichael/Video Version: https://youtu.be/7wOFHgSTfpk

Tony chats with Lokesh Ballenahalli, Founder and Sunil Shivappa, COO at Enkefalos Technology, they are a research first global AI company focused on building AI solutions for the AI industry. They combine research deep research in LLMs, Responsible AI, and domain expertise to develop what they call the AI operating system for insurance. It has 3 core layers: Insurance GTP, Agentic AI Applications, and Monitoring of that AI.Lokesh Ballenahalli: https://www.linkedin.com/in/lokesh-ballenahalli/Sunil Shivappa: https://www.linkedin.com/in/sunil-m-shivappa-86273519a/Enkefalos Technology: https://www.enkefalos.com/Video Version: https://youtu.be/u3_xWZyPDEg

Frederick Fisher, Professional Liability Expert and Author of "Claims-Made Insurance The Policy that Changed The Industry: A Deep Dive, Review, and History". A fascinating conversation about the Claims-Made side of insurance! A must not miss episode for anyone in the Professional Lines side of insurance.Frederick Fisher: https://www.linkedin.com/in/frederick-fisher-j-d-ccp-46b1944/Claims-Made Insurance The Policy that Changed The Industry: A Deep Dive, Review, and History: https://amzn.to/4nQgWrRVideo Version: https://youtu.be/mCrv3xWRbos

Tony chats with Graham Topol and Michael Topol, Co-Founders and Co-CEOs at MGT Insurance, they are the first Neo Insurer, a modern commercial insurance carrier which they built from the ground up to support small businesses and the agents that support them. A super interesting conversation that you cannot miss!Graham Topol: https://www.linkedin.com/in/graham-topol-645b5451/Michael Topol: https://www.linkedin.com/in/michael-topol-74710b99/MGT Insurance: https://www.mgtinsurance.com/Video Version: https://youtu.be/_cJv2osE4-w

Tony chats with Kyle Bartee, Founder and CEO Aviation Ops Ally. They are building an all-in-one app for private pilots that helps them get on the air faster, and helps them with their complicated insurance needs. A super fun conversation, especially for a flight sim nerd like me!Kyle Bartee: https://www.linkedin.com/in/knjnd-consulting/

Tony chats with Michelle Raue, EVP Chief Claims and Transformation Officer at Preferred Mutual. Michelle has had an incredible claims career and joins me on the show to talk about claims careers, mental health, innovation, and so much more. A cannot miss conversation!Michelle Raue: https://www.linkedin.com/in/michelleraue/Video Version: https://youtu.be/t1STEHxd_XI

Brandon Dendas, Owner and Marketing Director at Convirtue. They specialize in helping independent insurance agents grow through content marketing and SEO. They're also now starting to work on LEO: Large Language Model Optimization. You heard it here first (July 2025)! Their approach is different, instead of being top-of-funnel demand gen focused, they optimize bottom-of-funnel transactional content. They focus on people who know what they need and what they created works exceptionally well on Google. Now they're changing that approach to make sure it works with LLMs also.Brandon Dendas: https://www.linkedin.com/in/brandondendas/Convirtue: https://www.convirtue.com/Video Version: https://youtu.be/7pHSC7dAzZ4

Tony chats with Diane Coogan, Co-Founder and CEO and Robert Clark, Co-Founder and EVP at PLACECovr. They created a whole new type of insurance, Location Insurance! What happens if you buy a house and the quality of your state or the quality of your city goes down? PLACECovr can protect your equity. This is what true insurance innovation looks like! A fascinating episode!Diane Coogan: https://www.linkedin.com/in/diane-coogan-66215812/Robert Clark: https://www.linkedin.com/in/robert-clark-0245a05/PLACECovr: https://placecovr.com/Video Version: https://youtu.be/K2U2junnzHg

Jerry Chien, CEO at Jump Point, they are building the insurance infrastructure of tomorrow built from the ground up from AI first perspective. It helps brokers and insurance companies automate their workflows, gain access to their data that is trapped in all their documents, and build an interface that is transformative to the way you run your operations. You can run your entire operation from voice and text prompts!

Tony chats with Jacquie Legrand, CEO & Co-Founder at MAPTYCS, they are focused on using geospatial analytics to assess property and climate risk. They offer a web based solution for property risk management and exposure analytics. It the platform you can combine, visualize, and analyze your property portfolio data with multiple a la carte specialty data sets from different third-party providers. This is INCREDIBLY powerful!Jacquie Legand: https://www.linkedin.com/in/jacqueline-legrand-2806291/MAPTYCS: https://maptycs.com/Video Version: https://youtu.be/xe_sgCuTDAQ

Tony chats with Joel Gendelman, CEO and Founder at n2itive, they are 100% focused on improving recorded statements. Adjusters chat with the claimants to get the story from the horse's mouth shortly after the loss happens and they record it. This is basically a CRM for recorded statements, already in use at 35 carriers and with 3 of the top 10 carriers. It allows adjusters to reliably and easily record the statement, they gets stored, transcribed, and most importantly transformed by AI and unlocking the content of the conversations and making that data available to make the best decisions and make adjusters more efficient. The adjuster doesn't have to even type notes, the system guides them through it. This data is the most untapped data in the claims side of insurance. A must listen to episode!Joel Gendelman: https://www.linkedin.com/in/joeldgendelman/n2itive: https://n2uitive.com/

Tony chats with Sam Broomer, President of Embedded Parametric Solutions at NormanMax Insurance Solutions, they help solve this growing gap of economic loss relative to insurance coverages. Parametric solves a real challenge for both consumers and businesses. On the consumer side they're creating coverages that didn't exist before, all of it with the fast speed of parametric. On the Homeowner side they help cover your deductible. On the commercial property side there are a whole bunch of other issues that can be addressed with parametric. A must not miss episode!Sam Broomer: https://www.linkedin.com/in/samuel-broomer-5997616/NormanMax Insurance Solutions: https://normanmaxinsurancesolutions.com/Video Version: https://youtu.be/-ikoUUCshd0

Tony chats with Daniel Smith, Co-Founder and CMO at Market Retrievers, they are a digital marketing firm primarily focused on helping insurance organizations better tell their stories online and fetch their targets. First they help you map out a strategy and then execute on that strategy.Daniel Smith: https://www.linkedin.com/in/daniel-smith-retrievers/Market Retrievers: https://www.marketretrievers.com/Video Version: https://youtu.be/aGZ7P5r3fQA

Tony chats with Jerry Lujan, CEO at Elevation180, they are a performance coaching organization focused on Producers, helping them significantly grow their book of business in less time. They also have a program to help them grow their team.Jerry Lujan: https://www.linkedin.com/in/jerrylujan/Elevation 180: https://elevation180.com/AI Summary:Tony introduces the Profiles in Risk podcast, which has nearly 700 episodes and a large audience of insurance professionals. He welcomes Jerry Lujan, CEO of Elevation180, and they discuss the weather in Albuquerque and Tony's experience living in hot climates.Jerry's insurance background and challenges @ 1:34Jerry shares that he came from a third-generation insurance family, and it took him 17 years to build a $1 million book of business, working 100 hours per week. This led to a wake-up call from his young daughter about the lack of work-life balance.Developing a systematic approach @ 4:58After receiving coaching, Jerry was able to quadruple his book of business in half the time by becoming more systematic and focused. He learned to identify his ideal customer profile and ask better questions to understand his clients' needs.Transitioning to coaching @ 6:09Jerry's success and recognition as one of the 25 most innovative agents led to many inquiries from others seeking to replicate his approach. This inspired him to document his methods and start coaching other producers, eventually leading him to sell his agency and focus full-time on the coaching business.Elevation180's coaching program @ 11:06Jerry explains Elevation180's structured 2-year coaching program, which involves in-person sessions every quarter and monthly check-ins. The program has achieved an average 26% annual growth for participants, with some doubling or tripling their book of business.The role of human connection in the age of AI @ 45:48Jerry and Tony discuss the impact of AI and technology on the insurance industry, agreeing that the ability to connect emotionally with clients will be crucial for producers to thrive, even as AI handles more transactional tasks.Elevate180 and team development @ 50:28Jerry outlines Elevation180's Elevate180 program, which focuses on leadership development and helping teams and individuals identify the right roles and responsibilities to achieve sustainable performance.Video Version: https://youtu.be/Q8Ry-W_MMg4

Tony chats with Philip Charles-Pierre, CEO at Semsee. On Hey #Insurance - Ep. 139 Tony reviewed a report from Semsee and then on PIR Ep. 341, Tony interviewed Philip Charles-Pierre about Semsee. Today we chat again about the new Semsee.Semsee is a commercial rating platform really focused on helping agents connect to carriers. Two things have evolved: They've added a lot more carriers and a lot more agents, over 6,000 agents now, over 20 lines of business, and over 50 carriers. The platform can help agents classify business and then find the right market of the risk, whether it's a carrier they already have, or going through Semsee Map they can find carriers they weren't familiar with. Larger brokers, MGAs, and carriers have started coming to Semsee to solve some of their challenges too.Philip Charles-Pierre: https://www.linkedin.com/in/philip-charles-pierre-4474a82/Semsee: https://semsee.com/

Tony chats with Chrysa Jones, Co-Founder and COO at StreamSettle, they are a triple blind deal detector. Currently being used between insurance adjusters and plaintiff attorneys to to help them reach settlements faster. Adjusters put in their true no BS top offer and the attorneys put in their true no BS bottom line. If there is a deal to be made the system detects it without people showing their cards!Chrysa Jones: https://www.linkedin.com/in/chrysa-jones-2a556a271/StreamSettle: https://streamsettle.com/Video Version: https://youtu.be/nfNBTpYk5XY

Tony chats with Jes La Russa, Insurance Marketing Executive about her 20 year career in commercial insurance marketing, advice for the next generation, and her plans for what's next. A wonderful episode!Jes La Russa: https://www.linkedin.com/in/jeslarussa/Video Version: https://youtu.be/dzCIBVaQEC0

Tony chats with Jason Cass, Managing Partner at The Insurance Alliance. If you're not familiar with Jason Cass you're just not paying attention! They just published an amazing manual on AI for insurance agents. This is the first step in a 3 step process: 1. Manual. 2. Book. 3. Audio Book (different content from the book). You simply can't afford to miss this!Jason Cass: https://www.linkedin.com/in/jasondcass/AI Manual: https://agencyintelligencemanual.com/Video Version: https://youtu.be/s04Y7IuuMOw

Tony chats with Michael Balarezo, Founder & CEO at Adjusto, they are focused on removing all friction in personal property claims. Their platform helps adjusters solve claims quickly while building policyholder trust while creating an empathetic experience for both sides, including the adjuster completely reimagining how the process works for content claims. An amazing episode you cannot miss!Michael Balarezo: https://www.linkedin.com/in/michaelbalarezo/Adjusto: https://www.adjusto.ai/Video Version: https://youtu.be/R_SYL6_W8yA

Tony chats with Aman Gour, Co-Founder at CEO at FurtherAI, they are an AI platform focused solely on insurance. It's like ChatGPT for insurance and can help automate complex workflows in basically al areas of insurance and unlock things that were not possible before! An incredible conversation you cannot miss!Aman Gour: https://www.linkedin.com/in/amangour/FurtherAI: https://www.furtherai.com/Video Version: https://youtu.be/hU6rAdyQM-E

Two years ago at my first AppliedNet, in Las Vegas, I saw an amazing panel with Brenden Corr, Justin Goodman, Marissa Rutkowski, CIC, CRM, and Ryan Deeds (and I might be missing another panelist) had a very honest discussion about mental health. It was an amazing moment. People were crying both on the panel, and in the audience. Clearly this was a huge need! A few weeks later Heather Blevins CPCU, ITP, M. Ed. hosted a similar one at CPCU In2Risk and all of the sudden the Insurance world was finally talking about mental health. The panel at AppliedNet ended up directly leading to Brenden and Justin partnering to create Project55 to serve the mental health needs not only of insurance, but of our society in general. This is radically important! We have ALL been touched by the mental health crisis. If it's not you, it's someone you love. Project55 has built an amazing and professionally built toolkit to help us through this, and an amazing community.Project55: https://www.Project55.orgVideo Version: https://youtu.be/vBzSGGGT7iI

Tony chats with Jenn Urso, Leadership Coach + Facilitator. Jenn created the idea of Nourished Leadership with 3 pillars: 1. Self-Leadership. 2. Soft Power. 3. Self-Care. After coaching a few hundred people she looked at the data and figured out what is it that is helping them grow, be successful, and remain successful. A wonderful cannot miss episode! Jenn partners both with companies and individuals to coach them to grow.Jenn Urso: https://www.linkedin.com/in/ursojenn/Jenn Urso International: https://www.jennurso.com/Video Version: https://youtu.be/R0BNdMF4Yjk

Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illioham, GM at LINKITSYSTEMS. We chat about Donna, the perfect AI sales assistant for sales reps on the go. There are few episodes where I'm literally going "When can I have this?" and this was one of those episodes! Having trouble getting your sales people to fill in the CRM? This is the solution and they'll love it too. This might be my favorite applied use of AI for business! A CANNOT MISS EPISODE!Donna: https://askdonna.com/Nicolas Christiaen: https://www.linkedin.com/in/nicolaschristiaen/Jimmy Iliohan: https://www.linkedin.com/in/jimmy-iliohan/Video Version: https://youtu.be/ayPrT9DXYOU

Tony chats with Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F". We discuss Marc's amazing book which tells the story of Crum & Forster and has wonderful lessons for everyone in insurance. If you are a current insurance leader, you should read this book. If you are a young insurance professional, you should read this book. If you like my content, you should read this book! A great conversation with an outstanding leader!Marc Adee: https://www.linkedin.com/in/marcadee/The Once and Future C&F: https://www.cfins.com/the-once-and-future-cf-landing/Video Version: https://youtu.be/k2W-c59ZOkI

Tony chats with David Carothers, Principal at Florida Risk Partners about his agency and his many, many other projects in the world of insurance agencies and producers. This is a MUST NOT MISS episode for anyone in the agency and brokerage side of insurance!David Carothers: https://www.linkedin.com/in/davidrcarothers/Video Version: https://youtu.be/4VXmeQHSpNU

Tony chats with Nichole Myers, Chief Underwriter at Ethos Technologies. They are a digital distributor and a TPA for life insurance carriers. They are also an incredible marketing organization. They do all the front end magic that needs to be done to bring customers into the pipeline, then they run them through a wonderful waterfall that ends with 90% getting offered a life insurance quote. 10% go to manual underwriting all with a very sleek experience. Average time is 6 1/2 minutes. They also handle underwriting and administration on behalf of the carriers they work with.Nichole Myers: https://www.linkedin.com/in/nicholelmyers/Ethos Technologies: https://www.ethos.com/

Tony chats with Amir Prodensky Co-Founder and CEO at Strada, they are the phone AI platform for insurance. Primarily they work with carriers and MGAs helping their sales and marketing team grow their agency channel. They help them stand up AI agents that handle a lot of the phones calls they want to make and don't have time or people to do them. For example they can handle when a new agent signs up, use the outbound phone as a way to engage your agents, etc.Amir Prodensky: https://www.linkedin.com/in/aprodensky/Strada: https://www.getstrada.com/Video Version: https://youtu.be/JEsemYSDYLQ

Tony chats with Danish Yusuf, CEO and Founder at Zensurance, a Toronto based company who for 9 years has been serving small business owners as a broker and an MGA. They provide an honest, simple, and transparent experience for small business owners to directly get insurance, understand their coverage, manage the policy, and handle their claims the right way. In many cases they design their own products and distribute them. In some cases they go to external insurers, wholesalers, and MGAs for more specialized products.Danish Yusuf: https://www.linkedin.com/in/danishyusuf/Zensurance: https://www.zensurance.com/Video Version: https://youtu.be/o7NVkffz1Hg

Paul Drake, Founder at Adventus AI, they help commercial and personal lines brokers who write a lot of property risks put together the most complete submission that wins with an underwriter. The primary means by which they do this is by using AI to bring in all available data, extract the correct property information about a particular property or multi-family complex and turn this information into a winning application.Paul Drake: https://www.linkedin.com/in/jpdrake/Adventus AI: https://www.adventusai.com/Video Version: https://youtu.be/YpR-RUsUu2M

Tony chats with Francisco Lopes, Co-Founder and CEO at Sonant AI, they build AI receptionists for P&C insurance agencies. They create AIs that really sound human, with no lag, and is able to take the requests, recognize the phone number that is calling, create a personal touch, and act as needed. After the call you get the summary of your interaction and goes straight into your system too. Free up your licensed staff from non-revenue generating calls and enable your agency to grow!Francisco Lopes: https://www.linkedin.com/in/francisco-joao-lopes/Sonant AI: https://www.sonant.ai/Video Version: https://youtu.be/XuEWvhcym3Y

Doug Ver Mulm, CEO and Co-Founder at Turris, they are focused on solving the problems of the MGA space. They have built everything from the ground up from the perspective of people who actually ran an MGA. They are working on automating anything on the back office related to agency relationships for MGAs or Carriers.Doug Ver Mulm: https://www.linkedin.com/in/douglasvermulm/Turris: https://www.turrisfi.com/Video version: https://youtu.be/gMOIIVoZ98A

Tony chats with Maggie Buchanan and Martin Calhoun at Residence, an insurtech that partially exists because of this show, AND is trying to go after a crucial problem with an innovative solution. Residence insurance prevents people from getting evicted in case of a qualifying economic hit like getting fired or an unexpected illness. This is an amazing private market solution to a social problem. A MUST NOT MISS EPISODE!Maggie Buchanan: https://www.linkedin.com/in/maggiebuchanan/Martin Calhoun: https://www.linkedin.com/in/martincalhoun/Video Version: https://youtu.be/hfpT0R4Sn04

Tony chats with Nick Reed, Managing Director and Harvey Sholes, Head of Consulting at Ninety Innovation. They are the insurance innovation experts. They launched 12 years ago and have done 400 different projects for 60 carriers across all lines, all classes, and all geographies. They help insurance companies launch new ideas to market, build the capabilities to be more innovative and they equip insurance teams to be more able to innnovate. The name Ninety comes because they were founded with the mission of donating a billion pounds sterling for good causes so they donate 90% of their profits.Ninety Innovation: https://ninety.com/Nick Reed: https://www.linkedin.com/in/nicholascreed/Toby Harvey-Sholes: https://www.linkedin.com/in/toby-harvey-scholes-546b16a2/Video Version: https://youtu.be/Ij-QlUnlzbQ

Tony chats with Andrew Townsend, Marketing Operations Manager at Smarty and Ryan Muir, Senior Product Marketing Manager at Smarty. They are an address location intelligence company. They do geocoding helping you find the exact coordinates of any address. Their autocomplete helps forms get completed faster when it comes to addresses. They can help you increase your revenue, streamline your processes and reduce your risk.Andrew Townsend: https://www.linkedin.com/in/andrew-townsend-utah/Ryan Muir: https://www.linkedin.com/in/ryan-muir-product-marketing/Smarty: https://www.smarty.com/Video Version: https://youtu.be/2y76xuoI0ME

Tony chats with Cortney Helfrich, Chair of the RISE Education Committee, they have been doing AWESOME work that you should not miss. They are starting to create an Introductory Certificate Program for Insurance which will cover Auto, Property, and Subrogation with much more to come.Cortney Helfrich: https://www.linkedin.com/in/cortney-helfrich-scla-gold-5b5b675b/RISE: https://riseprofessionals.com/RISE Leadership Summit: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/Prior episode with Amy Cooper about RISE and the 2025 Leadership Summit: https://youtu.be/tZna3bCi88U?si=vN3k_Xjlhh3UUHn_Tier List of Insurance Roles Video: https://youtu.be/lhV29iM_n5A?si=-_PDaWmOS5HBuvmjVideo Version: https://youtu.be/c3jgPCyhN8g

Tony chats with Luis Diaz, Founder & CEO at ClaimMentor, they are a reimagined solution for claims recoreded statements handling everything from scheduling to an intelligent summary of the meeting. Your average adjuster spends 2 to 2/12 hours per day just on scheduling calls. That gets automated with ClaimMentor. They then guide the adjuster on what to ask and especially feeds the adjuster the right followup question that a senior adjuster would know to ask.Luis Diaz: https://www.linkedin.com/in/luisarturodiaz/ClaimMentor: https://www.claimmentor.com/Video Version: https://youtu.be/Vn-F5m7KoLU

Tony chats with David Schraub, a credentialed actuary in both the US and Europe, who now runs a consulting firm specializing in AI ethics. A fascinating episode that is embarrassingly late in being released.David Schraub: https://www.linkedin.com/in/davidschraub/David Schraub Actuarial Consultancy: https://www.davidschraubactuary.com/Video Version: https://youtu.be/FwVW5CoPlc0

Tony chats with Yandy Plasencia, Founder & CEO at DataHaven Software, they are a core infrastructure company solving the foundational data problem. They live in the intersection of carriers and TPAs. Core focus on making sure the foundational data they make sure there are no data silo. If there is no fully automated data lakehouse yet, they can build it for you in an automated way. They offer a fully managed solution focused on the $200M to $700M in Annual Recurring Revenue regionals and super-regionals and looking to eventually grow into the Tier 1 carriers. This is an episode you don't want to miss!Yandy Plasencia: https://www.linkedin.com/in/yandyplasencia/DataHaven Software: https://www.datahaven.software/Video Version: https://youtu.be/MFe3QkVHV5o