Ready, Set, Engage

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Join Life.io in a series of podcasts as we discuss the importance of a digital transformation strategy and how to best engage with prospects and clients during these tough times.

Kelly Delacruz


    • Oct 18, 2021 LATEST EPISODE
    • every other week NEW EPISODES
    • 16m AVG DURATION
    • 34 EPISODES


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    Latest episodes from Ready, Set, Engage

    Robots vs Humans: Risk Selection [Part 2]

    Play Episode Listen Later Oct 18, 2021 21:11


    There's no question that increased automation in underwriting is key to meeting consumer buying expectations and keeping the insurance industry relevant. Find out what's in store for the next 18 months. Featuring:DuWayne Kilbo, SVP & Chief Underwriting Officer, Windsor InsuranceGlenn Cunningham, Managing Director, Paradigm Partners InternationalWoody Wodchis, VP of Growth, Life.io

    Robots vs Humans: Risk Selection [Part 1]

    Play Episode Listen Later Oct 11, 2021 27:40


    Creating a better buying experience has become a priority for the life insurance industry due to two related forces: (1) evolving customer buying preferences and (2) Covid 19. Tune in to learn more about the current state of underwriting and what that means for you. Featuring:DuWayne Kilbo, SVP & Chief Underwriting Officer, Windsor InsuranceGlenn Cunningham, Managing Director, Paradigm Partners InternationalWoody Wodchis, VP of Growth, Life.io 

    Are you targeting your entire policyholder population? How Engagement changes your business.

    Play Episode Listen Later Sep 20, 2021 14:28


    Today's policyholders expect more from their insurer.  Learn about engagement strategies that carriers and advisors can take to create loyal customers.Featuring:Tariq Khan, CEO of Global Diversity MarketingMark Hug, Managing Director of Paradigm Partners International (PPI)Muriel Petri, President and CMO of Life.io

    Consumers have changed – What's the impact on carriers and advisors?

    Play Episode Listen Later Sep 13, 2021 14:42


    Carriers today are talking about creating deeper ongoing relationships with prospects and policyowners and building ecosystems. Understanding these consumer trends is key to the success of carriers and the advisors.Featuring:Tariq Khan, CEO of Global Diversity MarketingMark Hug, Managing Director of Paradigm Partners International (PPI)Muriel Petri, President and CMO of Life.io

    How are Consumers Changing? 3 Major Trends

    Play Episode Listen Later Sep 7, 2021 19:02


    We are seeing a global change in consumer behavior. Hear about the three major trends that are impacting the consumer's landscape. Featuring: Tariq Khan, CEO of Global Diversity MarketingMark Hug, Managing Director of Paradigm Partners International (PPI)Muriel Petri, President and CMO of Life.io

    The Winning Solutions Insurtechs Need to Compete

    Play Episode Listen Later Aug 23, 2021 9:53


    Insurtechs are here to solve the inefficiencies in the insurance world. Tune in to learn about the latest trends and what the future holds for the insurtech space.  Featuring:Ramsey Smith, CEO, Alex.fyiJon Cooper, CEO, Life.ioKelly Altomare, Director of Growth Marketing, Life.io 

    Individual risk is on the rise; are we equipped to manage that risk effectively?

    Play Episode Listen Later Aug 9, 2021 24:06


    When it comes to retirement, creating sources of guaranteed income is imperative to building a safety net. Hear some strategies on what it takes to help secure a guaranteed income. Featuring:Ramsey Smith, CEO, Alex.fyiJon Cooper, CEO, Life.ioKelly Altomare, Director of Growth Marketing, Life.io 

    Lessons from an Entrepreneur

    Play Episode Listen Later Jul 26, 2021 17:00


    The journey to become an entrepreneur isn't about opportunity, it's about being relevant. Hear from Ramsey Smith on what he learned over the years and how millennials transformed his way of thinking. Featuring:Ramsey Smith, CEO, Alex.fyiJon Cooper, CEO, Life.ioKelly Altomare, Director of Growth Marketing, Life.io 

    DeFi and the Insurance Industry

    Play Episode Listen Later Jul 12, 2021 19:33


    New insurance platforms are emerging and offering decentralized insurance. What does this mean for the future of the industry?  Tune in to learn more!Featuring:Mark Hug, Managing Director, Paradigm Partners InternationalJon Cooper, Co-founder and CEO, Life.ioKelly Altomare, Director of Growth Marketing, Life.io

    What will customers ask for next? To pay with Crypto?

    Play Episode Listen Later Jun 28, 2021 25:27


    Cryptocurrency is becoming more mainstream. Will the insurance industry take advantage of this possible big opportunity? What are customers expectations around cryptocurrency?Featuring:Mark Hug, Paradigm Partners InternationalJon Cooper, Co-founder and CEO, Life.ioKelly Altomare, Director of Growth Marketing, Life.io

    The Emergence of Continuous Underwriting

    Play Episode Listen Later Feb 18, 2021 13:42


    We know it's in everyone's best interest for policyholders to live a healthy and long life. What else can the industry do to align incentives and drive a positive outcome for the consumer and the carrier?Featuring: Richard DeSousa, Senior Vice President of Strategic Partnerships, SCOR

    Continuing the Momentum in 2021

    Play Episode Listen Later Feb 11, 2021 13:31


    Advice and guidance are integral to the industry. Insurers and advisors have the responsibility of delivering an intangible solution that often includes a complex product. How do we make this more tangible and transparent for all involved?  Featuring: Richard DeSousa, Senior VP of Strategic Partnerships, SCOR.  

    2020 and the Sense of Urgency

    Play Episode Listen Later Jan 22, 2021 11:54


    The life insurance industry had its own “operation warp speed” in 2020. Hear from Richard DeSousa, Senior Vice President of Strategic Partnerships at SCOR, on his perspectives of the biggest accomplishments and innovations in 2020.  

    Digital Transformation and the Framework for Success

    Play Episode Listen Later Nov 16, 2020 22:00


    Insurers are taking bold steps to serve their customers. The adoption of customer engagement has accelerated and carriers are moving fast and taking risks to ensure a digital experience for their customers and advisors.  Hear from Farooq Sheikh, Insurance Go-to-Market Lead, Unqork, on what the future looks like and how the balance between consumers and agents have changed over time. 

    Carriers Challenges and the Move to a Digital Experience

    Play Episode Listen Later Nov 16, 2020 13:34


    Moving to a digital experience isn't an easy task to undertake. During today's episode we will explore what challenges carriers face and how the pandemic has changed the current digital transformation trajectory. Featuring Farooq Sheikh, Insurance Go-to-Market Lead, Unqork.

    The Future of Insurance Powered by Behavioral Economics and Gamification

    Play Episode Listen Later Nov 9, 2020 13:45


    Premium discounts as a reward mechanism have been in place for decades. But are they effective? Hear from Dr. Patel on where he sees the insurance industry is going and the role behavior change plays. 

    Gamification and Rewards in the Life Insurance Industry

    Play Episode Listen Later Sep 25, 2020 16:03


    Today's podcast episode, we are joined by Doctor Mitesh Patel, an expert in gamification and behavioral economics as well as one of Life.io's cherished and long-time advisors.  During today's episode we will explore the groundbreaking work Dr. Patel has done around gamification, rewards and behavior change, and explore how these learnings can help shape how we think about the life insurance industry. 

    Behavioral Economics - A Powerful Motivator for Improved Health

    Play Episode Listen Later Sep 25, 2020 12:48


    Wearable devices alone are not enough - In our discussion today, we'll talk specifically about the powerful motivators in behavioral economics and which behavior change programs are the most effective.Featured Speaker: Dr. Mitesh Patel, an expert in gamification and behavioral economics as well as one of Life.io's cherished and long-time advisors. 

    Helping People in Uncertain Times

    Play Episode Listen Later Sep 11, 2020 16:26


    The insurance industry is shifting; not just in how it use to be done, but how it can be done. Hear from Jackie Morales, Chief Insurance Officer, Bestow as she discusses the evolution of purchasing life insurance and how uncertain times drives specific customer behavior. 

    The Future of Helping People in Uncertain Times

    Play Episode Listen Later Aug 26, 2020 15:52


    What's in store of the Insurance industry? Hear from Jackie Morales, Chief Insurance Officer at Bestow as she talks about new consumer behaviors, the importance of communicating with clients, and where the industry is heading. 

    The Importance of Keeping a Customer After They Buy

    Play Episode Listen Later Aug 25, 2020 22:46


    In part 1 of our conversation with Jim Galli, we were talking about engagement and how to create a customer before they buy. In this episode we will discuss how much focus there is on keep customers and how has the insurance industry been vulnerable in this area. Featured Speakers:Jim Galli, Managing Director of Paradigm Partners InternationalMike Logsdon, Co-Founder and Chief Operating Officer of Life.io 

    The Importance of Creating a Customer Before They Buy

    Play Episode Listen Later Aug 25, 2020 17:50


    In this episode we will be talking about engagement and the importance of creating a customer before they buy. Featured Speakers:Jim Galli, Managing Director of Paradigm Partners InternationalMike Logsdon, Co-Founder and Chief Operations Officer of Life.io

    Customer Engagement and the Future of Advice

    Play Episode Listen Later Jul 17, 2020 15:00


    In our final podcast featuring Chris Behling, Chief Underwriter, US & Head of Underwriting, Americas at Swiss Re Life and Health, we will explore the changing landscape of advice and the importance of customer engagement.

    $25 Trillion and Counting - Closing the Protection Gap with Customer Engagement and Innovation

    Play Episode Listen Later Jul 17, 2020 10:05


    In this episode, we will dive into an important discussion about how the industry can begin to narrow the coverage gap.Featuring: Chris Behling, Chief Underwriter, US & Head of Underwriting, Americas at Swiss Re Life and Health.

    Underwriting - Are We Netflix or Blockbuster?

    Play Episode Listen Later Jul 17, 2020 13:09


    I am excited to be joined today by Chris Behling, Chief Underwriter, US & Head of Underwriting, Americas at Swiss Re Life and Health. In our first episode with Chris we are going to explore the future of underwriting. 

    Life Insurance and Solving the Millennial Protection Gap

    Play Episode Listen Later Jul 8, 2020 10:36


    There are plenty of protection needs for Millennials, yet our industry is failing to connect with this generation. When you look at the numbers, only 10% of millennials have enough life insurance to cover their exposures. What's happening? Why aren't millennials seeing value in our products and how do we respond as an industry?Hear from Kevin Unterbrink at Nationwide's Life Insurance Emerging Distributions group, as he discusses what the industry needs to do to engage with millennials and serve them better. 

    The Future of Innovation

    Play Episode Listen Later Jun 16, 2020 15:18


    Insurtechs have brought on a pace of innovation and change that is unprecedented in the insurance industry, but by other industry's standards, has still been gradual and steady. Proof, pre-pandemic, we were still selling less than 10% of policies D2C, and a sizable amount of business was still paper-based.Featuring Maria Ferrante-Schepis, President of Maddock Douglas, Innovation and Growth Consultancy of out Chicago, IL 

    Consumer Demand and Need for Advice

    Play Episode Listen Later Jun 16, 2020 11:29


    In the overall consumer landscape, some products are designed for self-service, and others require specialized advice and even hand holding. Traditionally, financial products fell into the latter category. Yet more recently, we've seen a trend toward and a rising demand for more self-service and non-traditional sources of advice (i.e., robo-advisors, influencers, etc.)Featuring Maria Ferrante-Schepis President of Maddock Douglas, Innovation and Growth Consultancy of out Chicago, IL 

    How Carriers Must Adapt

    Play Episode Listen Later Jun 16, 2020 18:25


    We've discussed how consumer preferences are evolving and the impact this has on distribution. Now, we'll go deeper into the value chain to explore what these changes mean for carriers.Featuring: Maria Ferrante-Schepis, President of Maddock Douglas, Innovation and Growth Consultancy of out Chicago, IL 

    Traditional and Non-traditional Sources of Advice

    Play Episode Listen Later Jun 16, 2020 23:17


    With consumer preferences and demand evolving, new forms of advice are emerging and traditional sources of advice are evolving. During this segment, we'll understand how the landscape of financial advice was evolving, and how traditional advisors must rethink their go-to-market approach in a post-pandemic world.Featuring: Maria Ferrante-Schepis, President of Maddock Douglas, Innovation and Growth Consultancy out of Chicago, IL 

    Perspective on the Future

    Play Episode Listen Later May 5, 2020 18:03


    What long lasting effect do you think COVID-19 will have on insurance carriers and advisors? Joining us to answer that question is Mark Hug, Managing Director of Paradigm Partners International. 

    The Economics of Customer Engagement (Persistency, Cross-sell, Conversion, Placement)

    Play Episode Listen Later May 5, 2020 7:21


    Jon Cooper, CEO and co-founder of Life.io will be discussing the economics of customer engagement with Mark Hug, Managing Director of Paradigm Partners International. 

    Driving Digital Transformation in Insurance

    Play Episode Listen Later May 5, 2020 12:25


    Are you seeing a new sense of urgency with carrier's efforts around their digital capabilities? Do you think the life insurance industry lags in digital maturity? Joining us today to answer all of our digital transformation questions is Mark Hug, Managing Director of Paradigm Partners International. 

    The Power of Communicating with Customers

    Play Episode Listen Later May 5, 2020 9:38


    The Importance on Communicating with CustomersFeaturing Mark Hug, Managing Director, Paradigm Partners International. Hear how COVID-19 has impacted the insurance industry and why its important for carriers to communicate with their clients. 

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