Profiles in Risk

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Join insurance nerds Carly, Nick and Tony as they discuss insurance careers, insurtech startups and current events in the insurance industry in their fresh and unique style. This is not your grandpa's insurance industry!

Insurance Nerds


    • Jun 20, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 36m AVG DURATION
    • 763 EPISODES

    4.7 from 43 ratings Listeners of Profiles in Risk that love the show mention: insurance industry, carly, tony, great job, fun, guests, work, love, listen, nick lamparelli, insurance and risk.



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    Latest episodes from Profiles in Risk

    Philip Charles-Pierre, CEO at Semsee - PIR Ep. 697

    Play Episode Listen Later Jun 20, 2025 35:33


    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/

    Chrysa Jones, Co-Founder and COO at StreamSettle - PIR Ep. 696

    Play Episode Listen Later Jun 19, 2025 32:27


    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

    Jes La Russa - Ep. 695

    Play Episode Listen Later Jun 19, 2025 45:22


    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

    Jason Cass, Managing Partner at The Insurance Alliance - PIR Ep. 694

    Play Episode Listen Later Jun 19, 2025 52:12


    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

    Michael Balarezo, Founder & CEO at Adjusto - PIR Ep. 685

    Play Episode Listen Later Jun 19, 2025 44:45


    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

    Aman Gour, Co-Founder at CEO at FurtherAI - PIR Ep. 692

    Play Episode Listen Later Jun 19, 2025 38:47


    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

    Brendan Corr and Heather Blevins - Project 55 - PIR Ep. 691

    Play Episode Listen Later Jun 19, 2025 38:15


    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

    Jenn Urso, Leadership Coach + Facilitator - PIR 689

    Play Episode Listen Later Jun 19, 2025 37:51


    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 Illiohan - PIR Ep. 693

    Play Episode Listen Later Jun 16, 2025 39:16


    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

    Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F" - PIR Ep. 690

    Play Episode Listen Later Jun 11, 2025 47:00


    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

    David Carothers, Principal at Florida Risk Partners - PIR Ep. 688

    Play Episode Listen Later Jun 9, 2025 58:18


    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

    risk partners principal david carothers
    Nichole Myers, Chief Underwriter at Ethos Technologies - Ep. 687

    Play Episode Listen Later Jun 3, 2025 42:31


    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/

    Amir Prodensky Co-Founder and CEO at Strada - PIR Ep. 686

    Play Episode Listen Later Jun 2, 2025 31:19


    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

    Danish Yusuf, CEO and Founder at Zensurance - PIR Ep. 684

    Play Episode Listen Later May 28, 2025 42:01


    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 - PIR Ep. 683

    Play Episode Listen Later May 27, 2025 41:45


    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

    Francisco Lopes, Co-Founder and CEO at Sonant AI - PIR Ep. 682

    Play Episode Listen Later May 22, 2025 18:56


    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 - PIR Ep. 681

    Play Episode Listen Later May 21, 2025 38:20


    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

    Maggie Buchanan and Martin Calhoun at Residence - Ep. 680

    Play Episode Listen Later May 20, 2025 38:16


    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

    Nick Reed, Managing Director and Toby Harvey-Sholes, Head of Consulting at Ninety - PIR Ep. 679

    Play Episode Listen Later May 19, 2025 29:34


    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

    Andrew Townsend and Ryan Muir - PIR Ep. 678

    Play Episode Listen Later May 15, 2025 24:40


    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

    Cortney Helfrich, Chair of the RISE Education Committee - PIR Ep. 677

    Play Episode Listen Later May 14, 2025 23:16


    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

    Luis Diaz, Founder & CEO at ClaimMentor - PIR Ep. 676

    Play Episode Listen Later May 13, 2025 39:59


    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

    David Schraub - Ep. 673

    Play Episode Listen Later May 13, 2025 27:47


    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

    Yandy Plasencia, Founder & CEO at DataHaven Software - PIR Ep. 673

    Play Episode Listen Later May 12, 2025 34:27


    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

    Paul Richardson, Founder & CEO at Tumbleweed - PIR Ep. 672

    Play Episode Listen Later May 9, 2025 35:30


    Tony chats with Paul Richardson, Founder & CEO at Tumbleweed, they are a digital solution to help support comprehensive legacy planning under the tagline that a life well planned is a life well lived.Paul Richardson: https://www.linkedin.com/in/paulhrichardsonjr/Tumbleweed: https://tumbleweedplan.com/Video version: https://youtu.be/An6YYyTBH8M

    Wendy Davis Johnson, Author of Brian Duperrealt Biography - PIR Ep. 671

    Play Episode Listen Later May 9, 2025 44:02


    Tony chats with Wendy Davis Johnson, Author of "Faith & Purpose: The Life and Vision of Insurance Icon Brian Duperrealt. A cannot miss conversation about the most important insurance biography of our time.Wendy Davis Johnson: https://www.linkedin.com/in/wendy-davis-johnson-b2040a34/Faith & Purpose: https://duperreaultbio.com/how-to-order-faith-purpose/Video Version: https://youtu.be/z_SAzTGvBYs

    Rick Pannu, Co-Founder and CEO at Trajan AI - PIR Ep. 670

    Play Episode Listen Later May 9, 2025 32:21


    Tony chats with Rick Pannu, Co-Founder and CEO at Trajan AI, they profile risks specially construction risks for WC, GL, Builder's Risk, Wraps, and more. They build AI Agents for underwriting and auditing of construction risk. Currently construction risks are underwritten mostly from historical losses with very little being used from the application because they don't trust the data on the application. Trajan's framework is focused on deterministic answers to application questions and underwriting guideline questions. They take ACORD 186, 125, 126 and made an index of al the questions and mapped those questions to attestation grade answers that assure you the answers are correct! Incredible stuff! A must not miss episode!Rick Pannu: https://www.linkedin.com/in/gs-pannu-966a4a279/Trajan AI: https://trajan.ai/Video Version: https://youtu.be/dnFVVkoLIjY

    Josh Schlessinger, President, CEO & CoFounder at Continue On - PIR Ep. 670

    Play Episode Listen Later May 1, 2025 37:17


    Tony chats with Josh Schlesinger, President, CEO & CoFounder at Continue On, it started as a SAAS platform licensed to auto insurance companies to disrupt the rental reimbursement space using Uber and Lyft instead. They have since transitioned instead of offering it as part of the claims process, now it's offered as Continued Mobility for side of the road situations to get the insured off the side of the road quickly. Traditional roadside assistance picks up your car, but doesn't get you home. They started offering it as an additional benefit for the customers of their MGA and they now offer it through other MGAs and carriers. Currently operating in 8 states with 300k+ policies in force.Josh Schlesinger: https://www.linkedin.com/in/josh-schlesinger-32450b84/Video Version: https://youtu.be/mdp1ZLOPaTo

    Will Ross, CEO and Co-Founder at Federato - PIR Ep. 669

    Play Episode Listen Later Apr 30, 2025 21:56


    Tony catches up with Will Ross, CEO and Co-Founder at Federato about two incredible new products Federato is launching. Federato is an underwriting platform focused on helping organization win the right deals faster and help you systematize winning. Will digs deep into their two new products: Submission Triage and Orchestrate.Will Ross: https://www.linkedin.com/in/williamross826/Federato: https://www.federato.ai/Prio episode of Federato: https://youtu.be/0cY7D_uFO1wVideo Version: https://youtu.be/n8ju4SXvsWQ

    Mark Miller, Founder at InsureVision.AI - PIR Ep. 668

    Play Episode Listen Later Apr 29, 2025 34:21


    Tony chats with Mark Miller, Founder at InsureVision.AI, they are a state of the art transformer AI which turns video into a measure of risk which helps you understand driver claims, improve driver quality, save lives, save money, and make your community safer.Mark Miller: https://www.linkedin.com/in/mark-miller-81a89b149/InsureVision.AI: https://insurevision.ai/Video Version: https://youtu.be/YQk6heUL_3w

    Dan Roselli and Sara Garces Roselli at Rev Tech Labs - PIR Ep. 667

    Play Episode Listen Later Apr 29, 2025 24:32


    Tony chats with Dan Roselli and Sara Garces Roselli at Rev Tech Labs, a vertically focused fintech and insurtech accelerator program. They are on cohort 22! They recruit people from all over the world to start their business and grow!Dan Roselli: https://www.linkedin.com/in/danielroselli/Sara Garces Roselli: https://www.linkedin.com/in/sarag1/Rev Tech Labs: https://www.revtechlabs.co/Video Version: https://youtu.be/692vdlIbrWw

    Arvind Sontha, Founder and CEO at Kyber - PIR Ep. 665

    Play Episode Listen Later Apr 24, 2025 50:01


    Tony chats with Arvind Sontha, Founder and CEO at Kyber, AI native document generation and delivery platform that helps claims teams instantly draft, review, and send claims forms and correspondence, especially complex claims letters. Then you backstop that with a full highly auditable, deeply transparent, integrated real-time collaborative editor, review workflow and it manages the whole process. A conversation you should not miss!Arvind Sontha: https://www.linkedin.com/in/arvind-sontha/Kyber: https://www.askkyber.com/Video Version: https://youtu.be/thkowZc3z6w

    Kyle Geoghan, Co-Founder and CEO at Indemn - PIR Ep. 664

    Play Episode Listen Later Apr 24, 2025 50:22


    Kyle Geoghan, Co-Founder and CEO at Indemn, an AI agents platform focused solely on insurance enabling MGAs, insurance carriers, and brokerages to build AI agents that people can call, text, or email to help with sales and service workloads. This is not only an amazing technology, but also an amazing conversation. You don't want to miss this one!Kyle Geoghan: https://www.linkedin.com/in/kylegeoghan/Indemn: https://www.indemn.ai/Video version: https://youtu.be/2F4mT0n1bOg

    NavaJeevan Rajaiah, Founder & CEO at InsOps - PIR Ep. 663

    Play Episode Listen Later Apr 22, 2025 35:11


    Tony chats with NavaJeevan Rajaiah, Founder & CEO at InsOps, an insurtech focused on helping P&C insurers fully transition data away from legacy systems. They help their customers sunset their legacy system by taking their data from the old system and seamlessly putting it into the modern platform of their choice. Using AI they do it exponentially faster and more cost effectively and can get you to the point where you can actually pull the plug on the old AS/400!NavaJeevan Rajaiah: https://www.linkedin.com/in/navajeevan-rajaiah-bb67903/InsOps: https://insops.com/Video Version: https://youtu.be/COiq1xj3y6Y

    Catrin Townsend, Director of Education at PriceWriters and Author - PIR Ep. 662

    Play Episode Listen Later Apr 21, 2025 35:33


    Catrin Townsend, Director of Education at PriceWriters and Author of "A Risky Business: An Actuary's Guide to Quantifying and Managing Risk in Society". We talk about her career, how she fell in love with insurance, especially the actuarial profession, and her book.Catrin Townsend: https://www.linkedin.com/in/catrin-townsend-608b44234/A Risky Business: https://amzn.to/4irPTzmPrice Writers: https://pricewriters.com/Prior Episode about Price Writers: https://youtu.be/K9Wnp-MnVEs?si=y8gAXVI4O-iSrkrmVideo Version: https://youtu.be/eQatIM2LmpQ

    Shannon Elsea, Founder SettlementDoneEasy - PIR Ep. 661

    Play Episode Listen Later Apr 18, 2025 23:36


    Tony chats with Shannon Elsea, Founder SettlementDoneEasy. Checks have largely disappeared in the regular economy, but they continue to be the norm in paying out insurance settlements in attorney-represented claims. The process hasn't changed much in decades and that's what SettlementDoneEasy fixes. Last year in the US, over $1 billion worth of checks were stolen in the snail mail and sold on the dark web. 55% of all paper checks written last year were written by insurance carriers! SettlementDoneEasy provides a secure digital system to completely get rid of paper checks in the attorney-repped claims process!Shannon Elsea: https://www.linkedin.com/in/shannon-elsea-3265a5126/SettlementDoneEasy: https://SettlementDoneEasy.comVideo Version: https://youtu.be/B35eMW9yRkw

    Jack Miller, Co-Founder and CEO at nettle - PIR Ep. 660

    Play Episode Listen Later Apr 17, 2025 26:10


    Tony chats with Jack Miller, Co-Founder and CEO at nettle, they work in commercial insurance helping underwrite large assets like factories, marine vessels or oil rig by enabling the Risk Engineering process to be done much more efficiently and effectively.Jack Miller: https://www.linkedin.com/in/jack-nettle/nettle: https://www.getnettle.com/Video Version: https://youtu.be/OpaQv5Mw1Pc

    Mike Gulla, CEO and Co-Founder, Adaptive Insurance - PIR Ep 659

    Play Episode Listen Later Apr 16, 2025 36:50


    Tony chats with Mike Gulla, CEO and Co-Founder, Adaptive Insurance, they are an AI technology platform that is creating climate resiliency products for commercial businesses across the US. Starting with a suite of parametric products allowing customers to get short duration products for different things that will impact the financial resilience of their business .Mike Gulla: https://www.linkedin.com/in/michael-gulla-32299749/Adaptive Insurance: https://www.adaptiveinsurance.com/Video version: https://youtu.be/guxrLCvDZdQ

    Amy Cooper, Founder at RISE - Rising Insurance Star Executives - PIR Ep. 658

    Play Episode Listen Later Apr 15, 2025 25:28


    Tony chats with Amy Cooper, Founder at RISE, about the upcoming RISE Leadership Summit & Award Gala in Fort Lauderdale and so much more about this incredible organization!Amy Cooper: https://www.linkedin.com/in/amy-sarah-cooper/RISE Leadership Summit & Award Gala: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/RISE: https://riseprofessionals.com/Video Version: https://youtu.be/tZna3bCi88U

    Jon Lincoln - PIR Ep. 657

    Play Episode Listen Later Apr 14, 2025 61:50


    Tony chats with Jon Lincoln who had a couple of successful insurtech exits and is now running a successful startup in the ecommerce/non-profit space about everything he learned along the way. What an episode! This one is a cannot miss!Jon Lincoln: https://www.linkedin.com/in/jonlincoln/Video Version: https://youtu.be/3IbPa-b2HE4

    Adam Chadroff, Principal Insurance at Equal Ventures - Ep. 656

    Play Episode Listen Later Apr 11, 2025 15:51


    Tony chats with Adam Chadroff, Principal Insurance at Equal Ventures about the upcoming Insurance Capital Summit coming up in NYC on May 8thAdam Chadroff: https://www.linkedin.com/in/adam-chadroff/Insurance Capital Summit: https://www.ics.equal.vc/Video Version: https://youtu.be/PDG0yolbdes

    CJ Hutsenger, Co-Founder at Referral Radar - PIR Ep. 655

    Play Episode Listen Later Apr 10, 2025 26:23


    Tony chats with CJ Hutsenger, Co-Founder at Referral Radar, an incredible new tools built for insurance agents, by insurance agents, helping them find referral partners. Not just referral partners, but the right referral partners. Every real estate agent and mortgage broker talks a big game on instagram and facebook, they kind of have to, but that's no good to your agency if you can't figure out who actually has business to refer to you and the right kind of business. Now you can figure it out, with Referral Radar! This will be LIFE CHANGING for a lot of agents. It's like Moneyball for your marketing expenses.

    Christian Brindle, CEO of Seven Figures Medicare Training - PIR Ep. 654

    Play Episode Listen Later Apr 9, 2025 50:03


    Christian Brindle, CEO of Seven Figures Medicare Training, Lead Heroes, Hire Heroes, and the Seven Figure Medicare Summit. They help medicare focused agencies in all sorts of ways. Started with his own agency, and then growing by helping other agencies. Seven Figure Medicare Training provides training and a giant facebook group. Then they merged with a leads company, a marketing company, and a virtual assistant company: Lead Heroes and Hire Heroes.Ultimately they provide: 1. Extremely high level training and consulting. 2. They help agencies with leads and marketing. 3. The Seven Figure Medicare Summit in Utah.Christian Brindle: https://www.linkedin.com/in/christian-brindle-a4411ab4/Seven Figures Medicare Training: https://sevenfigureu.com/Lead Heroes: https://leadheroes.com/Hire Heroes: https://hireheroes.com/christian43/Video Version: https://youtu.be/bPySP_kiMX0

    Rashmi Melgiri, Co-Founder and CEO at Functional Finance - PIR Ep. 653

    Play Episode Listen Later Apr 8, 2025 24:22


    Tony chats with Rashmi Melgiri, Co-Founder and CEO at Functional Finance, an automated finops platform for the P&C industry. They simplify and unify all things related to financial management for insurance companies. Insurance is full of manual reconciliation processes, but it doesn't have to be!Rashmi Melgiri: https://www.linkedin.com/in/melgiri/Functional Finance: https://www.functionalfi.com/Video Version: https://youtu.be/hp2QFiQcZUs

    The Society of Insurance Research (SIR) and their Annual Conference - PIR Ep. 652

    Play Episode Listen Later Apr 7, 2025 20:07


    Tony chats with Amelia Fitch and Jennifer Chase about The Society of Insurance Research (SIR) and their upcomming Annual Conference May 4-6th in Chicago, IL. I had never heard of SIR and I'm so excited to learn about this organization. Whether you're "big R" Research (with the word in your job title) or "little r" research (the kind we all do), if you love the intersection of side of insurance and research, this is your tribe!SIR Conference 2025: https://www.sirnet.org/SIR/SIR/Events/2025_Annual_Conference/2023_Annual_Conference-_Save_the_Date.aspxSIR: https://www.sirnet.org/Amelia Fitch: https://www.linkedin.com/in/amelia-fitch/Jennifer Chase: https://www.linkedin.com/in/jennifer-chase-2598104/Video Version: https://youtu.be/dZxf66unqS8

    Jim Sorebo, Positivity Warrior, Author & Speaker - PIR Ep. 651

    Play Episode Listen Later Mar 27, 2025 33:35


    Tony chats with Jim Sorebo, Positivity Warrior, Author & Speaker about his life and his new book "Positivity Warrior: Strength through sorrow. How a positive outlook can heal, inspire, and change your life." This is a wonderful and inspiring episode about Jim's difficult journey and how he turned it into a force for good. A cannot miss episode!Jim Sorebo (LinkedIn): https://www.linkedin.com/in/jimsorebo/Jim's author and speaker website: https://www.jimsorebo.com/Positivity Warrior book: https://amzn.to/4cavzAUVideo Version: https://youtu.be/lGAAuR-acRw

    Tom Wetzel, President of Thomas H. Wetzel and Associates - PIR Ep. 650

    Play Episode Listen Later Mar 26, 2025 32:09


    Tony chats with Tom Wetzel, President of Thomas H. Wetzel and Associates. Tom educates agents on how AI can help operate their agencies more efficiently and also on the cybercrime threat that comes with it.Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/Video Version: https://youtu.be/bSCQU9QiMZI

    Travis Pine, Founder CEO & Justin Waters, SVP Client Relations HO at Solstice Innovations - PIR 649

    Play Episode Listen Later Mar 25, 2025 45:42


    Tony chats with Travis Pine and Justin Waters at Solstice Innovations, originally coming from the Flood space, they have developed a complete insurance technology ecosystem for Flood, Homeowners, and all other P&C lines. A one-stop shop, holistic system that handles policy billing, underwriting, claims, documents, etc. A very robust and highly configurable system.Travis Pine: https://www.linkedin.com/in/travis-pine-02618a1/Justin Waters: https://www.linkedin.com/in/justin-waters-cpcu-8a180b16/Solstice Innovations: https://solstice.tech/Video Version: https://youtu.be/g0Z3Rm41rTA

    Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants - PIR Ep. 648

    Play Episode Listen Later Mar 24, 2025 41:39


    Tony chats with Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants. Somil is a creative P&C actuary specializing in helping create new MGAs. I learned a lot about what actuaries do, how MGAs work, and how new technology has enabled the creation of so many new MGAs.Somil Jain: https://www.linkedin.com/in/somiljainconsulting/Lewis & Ellis: https://lewisellis.com/Video Version: https://youtu.be/OmKJ-AaNdhs

    Dan Schuleman, Co-Founder and CEO at Qumis - PIR Ep. 647

    Play Episode Listen Later Mar 18, 2025 18:14


    Tony chats with Dan Schuleman, Co-Founder and CEO at Qumis, an AI platform built by experts for experts that helps read and interpret insurance policies. Dan was an insurance coverage attorney frustrated by how manual the process was so we built the tool he wish existed when he started. Dan Schuleman: https://www.linkedin.com/in/danielschuleman/Qumis: https://www.qumis.ai/Video Version: https://youtu.be/W4a5eU3XVs0

    Risa Ryan, Founder and CEO at UnRetire - PIR Ep. 646

    Play Episode Listen Later Mar 17, 2025 27:03


    Tony chats with Risa Ryan, Founder and CEO at UnRetire, a platform that connects companies in the insurance industry that has project work needing to get done, with retirees with valuable experience who want to stay active.Risa Ryan: https://www.linkedin.com/in/risa-ryan-8b653417/UnRetire: https://unretire.io/Video Version: https://youtu.be/mTxoAQg-BGY

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