The Insurance Technology Podcast

The Insurance Technology Podcast

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The Insurance Technology Podcast brings together interesting people from across the insurance ecosystem to discuss and debate technology’s impact on insurance products, businesses, and the industry. While “InsurTech” seems like the buzzword of choice these days, insurance technology has been around for decades. As a true believer that the past informs the future, podcast host Reid Holzworth speaks to both insurance industry “godfathers” – the original innovators who paved the way for tech at a time when bell-bottoms were still in fashion – and today’s trailblazers, who are busy disrupting one of the world’s most traditional industries. Join Reid as he distills wisdom from these radically different vantage points in his continued quest to create innovative insurance technology that brings simplicity and value to the entire insurance ecosystem. As Chief Executive Officer of IVANS, Reid leads the company’s strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Reid was the founder and CEO of TechCanary.TechCanary built an innovative set of insurance solutions on the Salesforce platform to create choice and flexibility for agencies who prefer Salesforce.com, which has since been incorporated in Applied’s portfolio under the name Applied Epic for Salesforce. Reid’s extensive industry experience, innovation-first mindset and commitment to simple, valuable customer experiences will be hallmarks of his leadership of IVANS and the expansion of its compelling innovation strategy.

The Insurance Technology Podcast


    • Mar 6, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 36m AVG DURATION
    • 91 EPISODES


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    Latest episodes from The Insurance Technology Podcast

    Flying Solo: Modernizing Insurance with AI and More!

    Play Episode Listen Later Mar 6, 2025 46:46


    In this episode of The Insurance Technology Podcast, co-host Christen Kelley puts Reid in the hot seat to explore the transformative trends shaping the Insurtech landscape in 2025.Tune in to hear Reid fly solo as the guest for the first time in a while, sharing his point of view on everything from intelligent document processing to E&S, AI, the tech talent gap and much more!Episode HighlightsWhat's on the horizon with insurtech trends in 2025 (1:35)The rise in generative AI for insurance carriers (2:29)How carriers will modernize in the next year (6:30)AI underwriting at large carriers (10:30)The impact of intelligent document processing (14:10)Specialty and E&S lines driving innovation (16:10)Rapid innovation in the face of new risks (18:55)Quantum threats, fault-tolerant systems (22:08)Shifting risk landscape and coverage models (26:24)SaaS inflation (31:00)AI solutions for the tech talent gap (35:40)

    On a Mission to Transform Digital Payments

    Play Episode Listen Later Feb 7, 2025 75:26


    In this episode of The Insurance Technology Podcast, Reid chats with Applied Pay President Chase Petrey about Chase's journey from the snow-capped mountains of Salt Lake City to his success in insurtech.Join them as they delve into the evolving payments industry and discuss innovative trends that are influencing its future. Chase also shares fascinating life stories, including his move to Washington, D.C., at just 16, his experiences on a Latter-Day Saints mission, doing business in Australia and Singapore, starting a family, joining Team Applied, and more. Episode HighlightsGrowing up in the Salt Lake City mountains (00:43)An interest in politics starting in high school (5:00)Packing up bags and moving to Washington, D.C. at 16 (6:12)Realizing government jobs weren't for him (8:04)Discipline and grit developed from a Latter-Day Saints mission (12:55)Getting into econometrics and learning to code (20:32)Becoming the “international guy” (30:58)Living in Australia, opportunity in Singapore (34:19)Family changes things, moving back with second kid (39:02)Accepting the “moonshot” opportunity at Applied (45:20)The explosion of digital payments (49:03)Leadership has its own discipline (1:01:00)

    Leading in the Trenches and Honoring Family Sacrifices

    Play Episode Listen Later Jan 24, 2025 83:16


    In this episode of The Insurance Technology Podcast, Reid chats with Michael Vega-Sanz, co-founder of Lula and co-founder & President of GAIL, to hear about his unique upbringing on a Miami farm and how early experiences fueled his entrepreneurial spirit. Tune in to hear Michael's captivating stories of tinkering with lawnmowers, exploring his rural surroundings, growing up and collaborating with his twin, his dedication to family, and the innovative work they're doing today in the insurtech space.  Episode Highlights·         Chickens, goats and a lot for tinkering on the Miami farm (00:36)·         A love for tech that started at Babson (6:54)·         Twins join forces, building their first app (10:14)·         Going from an app to an insurance business (16:42)·         A customer-centric approach goes a long way (24:37)·         From zero to $2 million in 18 months (29:40)·         The AI, tech + insurance opportunity (32:34)·         Selling Lula, founding GAIL (46:54)·         The goal is to be the customers' “wingman” (1:03:49)·         Getting in the trenches as effective leadership (1:10:48)

    An Entrepreneurial Spirit that Started in Middle School

    Play Episode Listen Later Jan 10, 2025 70:47


    In this episode of The Insurance Technology Podcast, Reid chats with Niji Sabharwal, co-founder and CEO of AgentSync, in an engaging conversation that blends culture, creativity, and cutting-edge technology.Need some inspiration to keep momentum with your New Year's resolutions? Tune in to hear about Niji's ambitious spirit, from selling candy in middle school to the journey that eventually led him to co-found AgentSync.Episode HighlightsGrowing up as a first-generation American in the Bay area (00:50)A punk rock era, selling candy and going on BMX adventures (4:22)College life and job hunting in a recession (7:54)The Zenefits journey (16:06)Starting AgentSync, finding a market (30:21)Working with your spouse (37:26)AI's impact on insurance (55:12)Entrepreneurial advice, having a north star (57:48)Leader vs. problem solver (1:02:14)Leaning into the hurt (1:04:00)

    The Insurance Technology Podcast's Year-End Wrap

    Play Episode Listen Later Dec 23, 2024 29:47


    Ready to reflect on a transformative year and gear up for even bigger tech leaps in 2025? Our latest podcast episode with Reid Holzworth and co-host Christen Kelley is your perfect year-end roundup. We'll dive into the standout moments from 2024, from groundbreaking technologies that shifted the industry to the invaluable insights shared by our amazing guests.Join us for a forward-thinking conversation that sets the stage for another incredible year of digital transformation.Episode Highlights2024 reflections, from download to other dynamic innovations (1:21)Ivans Connect success (5:28)Spearfishing and work travel (6:59)Unmissable moments in our top podcast episodes (9:00)Navigating challenges like the CrowdStrike incident (12:35)Storm Watch: Analyzing 2024 hurricane trends (16:03)Looking forward to 2025, call for podcast feedback (19:20)The coffee-wine ratio (22:55)Final thoughts for 2024 (25:24)You can also watch this episode on YouTube!

    Best of Giving Back

    Play Episode Listen Later Nov 15, 2024 23:47


    In this exciting episode of The Insurance Technology Podcast, co-host Christen Kelley highlights some of the inspiring stories of giving back that we've gathered from our incredible guests this year.Join us as we explore the heartwarming ways our guests are making a difference—from lending a helping hand to their neighbors to tackling hunger relief to championing under-represented founders to engaging in missionary work. We're thankful for all of our guests this year and the difference they're making in our communities, and we can't wait to see what they'll achieve next!Episode HighlightsJason Cass: Missionary work in Cuba, aiding in Immigration, Centralia Youth Initiative (00:56)Taylor Rhodes: World Vision & being a good neighbor (5:42)Pat Caldwell: NYC Cares, working with schools, aspirations related to medicine (7:58)Jack Ramsey: Church families, supporting the youth, children's hospital, hurricane relief (9:58)Adam Denninger: Dress for Success, supporting the people you work with (11:09)Kate Terry: Hunger relief + Greater Boston Food Bank + mentoring young women in the industry (14:26)Jen Linton: Under-represented founders – female founders (16:12)Leticia Trevino: Heffernan's giving & Poder Scholarship Fund (investing in Latinas) (17:10)Bradley Flowers: Monthly Ask Me Anything, mission work, Little Sparks Project (19:19)

    The Insurance Guy Behind Portal Insurance

    Play Episode Listen Later Nov 1, 2024 83:54


     In this episode of The Insurance Technology Podcast, Reid chats with Bradley Flowers, founder of Portal Insurance and co-host of the Insurance Guys Podcast, to explore how family influences, personal struggles, and triumphs paved the way for a successful career.  Grab a cup of coffee, sit back, and listen as they unravel the challenges of business ownership and the beauty of building meaningful relationships along the way. Episode Highlights Rural roots in Atmore, Alabama – known for its casino and high-security prison (0:55)Getting progressively safer with hobbies, from bull riding to skateboarding to golf (5:22)A near-death experience that had nothing to do with bull riding (14:00)Starting out in insurance to have time for golf (16:37)Bradley's biggest regret…it might surprise you (18:47)Starting an agency and creating the Insurance Guys Podcast (37:46)

    From Shy, Small-Town Kid to Insurance VP

    Play Episode Listen Later Oct 18, 2024 61:02


    In this episode of The Insurance Technology Podcast, Reid chats with Jack Ramsey, the vice president of agent channels at NEXT Insurance, to dive into Jack's life journey – from his humble beginnings as a shy kid in a small town to his pivotal role at NEXT Insurance. Tune in to hear how Jack broke through his shyness to create an impact in the insurance industry for a fully digital carrier and is giving back through mentorship and his passion for disaster relief, including the disaster that recently impacted his hometown. Episode Highlights Big family, small town (00:45)Turning shy-kid experiences into mentorship opportunities (5:36)From door-to-door greeting card salesperson to insurance leader (13:43)Waking up excited to represent something different that agents are looking for (23:53)The growing talent gap in insurance (35:48)A heart for giving back to youth and supporting disaster relief (52:55)

    Cultural Pride and Personal Drive

    Play Episode Listen Later Oct 4, 2024 53:24


    In this episode of The Insurance Technology Podcast, Reid chats with Leticia Trevino, COO at Heffernan Insurance Brokers,  to discuss Leticia's remarkable story, from growing up in the San Francisco Bay Area to a thriving 24-year career at Heffernan.Tune in to dive into the intricacies of the insurance technology landscape, the challenges and triumphs of leading a major organization, and the importance of staying connected to one's culture and values amidst it all. Episode Highlights·         Music, culture, and connection (2:30)·         Starting out as a claims adjuster (3:35)·         Targeting Latino markets (7:45)·         Finding satisfaction in team building (9:45)·         The “golden record” (20:47)·         Success equals having a body of work you're proud of (42:40)·         Setting up the Poder in Action fund for Latina females (44:21)

    From Dreams of Flight to Insurance Heights

    Play Episode Listen Later Sep 20, 2024 76:12


     In this episode of The Insurance Technology Podcast, Reid chats with Adam Denninger, global industry lead for insurance at Capgemini, to discuss everything from musical interests and fighter jet dreams to an appreciation for history and a passion for insurtech. Tune in to hear about Adam's dream of going into flight as a fighter jet pilot in the US Air Force evolved into entering the world of insurtech – you won't want to miss his insights and stories. Episode Highlights From fighter jet dreams to insurance impact (1:43)A taste of modern family life and historical interests (2:20)Entering insurance at The Hartford, from intern to director (13:56)Being a newbie at Capgemini (24:34)The right place, the right time, the right data (28:19)Leading without fear and being ready to work (1:03:03)Doing the right thing (1:09:24)

    Sending Off Good Startup Culture Vibes

    Play Episode Listen Later Sep 19, 2024 93:50


    In this episode of The Insurance Technology Podcast, Reid chats with Send Chief People Officer Pat Caldwell about his early lessons in leadership, work ethic, acceptance and culture that influenced his career trajectory.Tune in to hear how Pat's aspirations evolved, from wanting to become a paramedic to going to law school and eventually sending off his good startup culture vibes within the HR insurtech space for an underwriting platform.Episode HighlightsDocumenting culture and leadership tips as an author (1:08)Venturing into insurtech HR at Send (1:11)Giving back, realizing work is not your identity (1:27)Reminiscing on first-job lessons and “vintage” video stores (12:56)Starting in HR at a large Australian mining company (24:09)Leaving for London and entrepreneurial dreams (33:27)

    Flying Solo: Reid Hits the Road

    Play Episode Listen Later Sep 6, 2024 54:59


    In this episode of The Insurance Technology Podcast, co-host Christen Kelley puts Reid in the hot seat to look back at a summer packed with fun and zoom ahead to a season brimming with industry events.Tune in to hear about Reid's upcoming work travel adventures and learn about some of the latest trends and news, including the buzz around the Applied Systems/Planck acquisition.Episode HighlightsEmbracing the summer vibes (00:30)Nashville bound for Ivans Connect & Applied Net (3:20)Taking center stage as panel moderator at IndieTech (8:35)Mingling with C-suite executives at CIAB (12:32)Sparking industry-wide connections at ITC (15:19)Elevating the AI game with Planck (26:44)

    Finding Tuxedo Moments to Sail into Success

    Play Episode Listen Later Aug 9, 2024 41:07


    In this episode of The Insurance Technology Podcast, Reid chats with Jason Cass, managing partner of the Insurance Alliance and founder of the Insurance Podcast Network, to share Jason's story of entrepreneurship that started at an early age on a business venture to milk cows and has led to being a successful insurance entrepreneur.Get ready for these two podcast hosts and insurance gurus to discuss the rewards of working in the industry and the importance of connectivity. You'll also discover how to find what Jason calls “tuxedo moments” to sail into success.Episode HighlightsAn ambitious spirit that started with milking cows (5:22)Tuxedo moments and how being different matters (10:01)Leading by listening and putting people first (29:42)Sailing into success (30:42)Giving back, seeing a need and trying to fix it (32:40)A love for building things, boating, animals and dive bars (38:15)

    Driven with the Soul in the Driver's Seat

    Play Episode Listen Later Jul 12, 2024 25:56


    In this episode of The Insurance Technology Podcast, Reid chats with Dr. Douglas Brackmann, author and psychologist, for a deep conversation about neurodivergence related to being what Dr. Doug calls “driven.”Tune in to hear how Doug self-identified as neurodivergent and driven at a young age, and how seeing a psychologist drove him to inspire others to put their soul in the driver's seat. Episode HighlightsNeurodivergence and imposter syndrome (14:30)The “driven” trait to thrive in chaos (18:39)The hunter-farmer theory (21:43)

    From Salt Lake Serenity to the Startup Scurry

    Play Episode Listen Later Jun 28, 2024 41:11


    In this episode of The Insurance Technology Podcast, Reid chats with Fenris CEO and Founder Jen Linton for another insightful interview live from House of Blues at Insurtech Boston '24.Tune in to get inspired to dream big as we explore Jen's journey from growing up in a large family in the Salt Lake City suburbs, becoming a microbiologist, obtaining her MBA, and founding an insurtech startup.Episode HighlightsGrowing up with an entrepreneurial mom, siblings and livestock in the Salt Lake City suburbs (00:57)The pivot from microbiology to education software to insurtech startups (3:31)Venturing into insurance and telematics (8:45)Creating her startup vision with the help of bottomless coffee (18:45)Leading with vision, and a little bit of necessary stubbornness (27:23)

    Chasing the Challenge

    Play Episode Listen Later Jun 13, 2024 53:45


    In this episode of The Insurance Technology Podcast, Reid chats with Surround Insurance CEO and Co-founder Kate Terry for an engaging conversation from Insurtech Boston '24.  Tune in to get to know Kate, from her Boston upbringing and work ethic that started at an early age to a new passion for tap dancing and how she's always chasing a challenge.Episode Highlights·       Boston roots (1:01)·       Right place at the right time (19:14)·       Becoming an insurtech co-founder (24:41)·       Success equals a sense of growth (47:25)

    A Live Panel Recap from Insurtech Boston ‘24

    Play Episode Listen Later May 31, 2024 43:31


    In this episode of The Insurance Technology Podcast, Reid covers key post-event takeaways from Insurtech Boston '24, captured live from House of Blues with Nick Lamparelli, managing partner of Insurance Nerds, and Charles “Chip” Bacciocco, CEO of TrustedChoice.com.Get ready to be inspired as these three insurtech thought leaders reflect on the event topics, comparing insurance to hide-and-seek, sharing excitement about the “golden age of innovation,” and speculating on how factors like AI and telematics will impact the industry.  Episode Highlights·         The speedy pace of Generative AI (2:45)·         The roller coaster of a startup (11:45)·         Understanding the economics of this industry (19:20)·         Three magic words to double success (36:15)

    Flying Solo

    Play Episode Listen Later May 17, 2024 33:53


    In this episode of The Insurance Technology Podcast, co-host Christen Kelley puts Reid in the hot seat for the first time in a new format we will occasionally use. Reid shares his thoughts on current industry topics.Tune in to hear Reid fly solo as the guest, sharing his point of view on the industry, from single sign-on solutions to connectivity challenges, transparency, fraud and more. Episode Highlights·         Connectivity as the lifeblood of innovation (2:00)·         The need for tech adoption (3:45)·         Transparency of data is key (12:20)·         Single sign-on as a real thing in the industry (14:40)·         Coming together for the betterment of insurance (30:37)

    Best of Reid Holzworth

    Play Episode Listen Later May 3, 2024 17:50


    In this episode of The Insurance Technology Podcast, podcast co-host Christen Kelley picks some of the best insights from host Reid Holzworth as we celebrate the podcast's third anniversary today!  With more than 70 episodes, Reid has interviewed a ton of industry greats, but he's also shared a lot of his own passion and industry insights. Tune in to get a glimpse into his passion for entrepreneurship, technology and more. 

    From Fast and Furious to a Mission for Safer Roads

    Play Episode Listen Later Apr 18, 2024 87:45


    In this episode of The Insurance Technology Podcast, Reid sits down with Ryan McMahon, Senior Vice President of Strategy & Corporate Development for Cambridge Mobile Telematics, to talk about how early aspirations to go into law enforcement eventually transitioned to a career in insurance telematics.Catch a ride on Ryan's journey, including an attempt at a fast and furious move that was pivotal in driving his passion for safer roads and reduced crash risk. Episode HighlightsReading actuarial review magazines as a kid (1:56)From park ranger to EMT to volunteer rescue squad (3:35)Entering the world of insurance (5:08)A fast and furious attempt gone wrong (11:51)Thinking outside of the box to make roads safer (34:54)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Seasoned Investigator Turned Tech Innovator

    Play Episode Listen Later Apr 5, 2024 80:29 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Joe Stephenson, Director of Digital Intelligence at INTERTEL, kicking things off on a light note with the amusing story behind Joe's impressive title and moving onto heavier topics like Joe's encounters with drunk drivers, law offenders and scammers during his time as a police officer and investigator.Tune in to hear how Joe has brought his skills as a seasoned investigator into the world of insurance and technology.Episode HighlightsA rural Maine upbringing (1:50)Joe's scariest story in policing (11:46)Career “ADD” (18:15)Uncovering insurance claims scams (20:01)Embracing life as a director of digital intelligence (47:53)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Deb Smallwood's Journey of Self-Empowerment

    Play Episode Listen Later Mar 22, 2024 74:12 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Deb Smallwood, founder and creator of SELFPOWERMENT (Deb M. Smallwood LLC), to discuss Deb's deeply planted roots on the seacoast of New Hampshire and her impressive career – from starting out as a developer for Liberty Mutual to co-founding Strategy Meets Action (SMA), selling SMA, and embarking on a legacy to help women become empowered to manifest their own goals.As we wrap up National Women's History Month, tune in to hear how Deb's admiration for women trailblazers like Amelia Earhart and her family of strong women shaped her own 'Why not me?' philosophy.Episode HighlightsA happy life on the New Hampshire seacoast (2:08)The root of Deb's ‘Why not me' philosophy (5:22)Pursuing entrepreneurship with Strategy Meets Acton (18:46)Focusing on women empowerment in semi-retirement  (26:22)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Building a Culture that Breeds Innovation

    Play Episode Listen Later Mar 8, 2024 36:33 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Taylor Rhodes, CEO of Applied Systems, to dive into Taylor's career journey of building great teams in technology with humility and customer-centricity.Plug in to listen to how Taylor left his 11-year tenure at Rackspace to pursue a new mission he could pour his heart into and eventually landed at Applied, reinvigorating a culture of innovation for the company's family of brands.Episode HighlightsThe last act of leading at Rackspace (1:12)Entering the SAAS space (2:08)Leading a customer-centric mission at Applied (14:17)Creating a safe harbor and making the industry better with tech (29:49)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Hard Work That Started on a Cattle Ranch

    Play Episode Listen Later Feb 22, 2024 42:25 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Taylor Rhodes, CEO of Applied Systems, to chat about his fascinating journey from childhood to starting his career in technology.Get ready for a ride down Taylor's memory lane to hear about his early life experiences, from childhood summers on the ranch to serving in the Marines, and how these experiences have shaped who Taylor is today.Episode Highlights·       Summers on the cattle ranch (4:15)·       The “team over self” Marine mentality (13:40)·       Entering the tech space at Rackspace (22:21)·       Being a good neighbor (35:41)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Vision Casting with Confidence

    Play Episode Listen Later Feb 9, 2024 25:48 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Luke Magnan, co-founder and CIO of Combined Ratio Solutions, for a thought-provoking conversation about Luke's entrepreneurship journey.Get ready to gain inspiration from Luke's thoughts on the need for more industry collaboration, the importance of leading with a vision, a project that brings the strength of neurodivergent professionals to insurance, and more.Episode Highlights·         A hope for the industry to come together more (1:08)·         What being a leader means to Luke  (3:54)·         An ice fishing dream (10:30)·         Building a socially responsible startup (11:25)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    From Political Science to Computer Science

    Play Episode Listen Later Jan 26, 2024 52:14 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Luke Magnan, co-founder and CIO of Combined Ratio Solutions, to discuss Luke's Connecticut upbringing, his passion for technology, and the conversation with a bus driver that led him from political science pursuits to his computer science roots.Take a break from your New Year's resolutions to hear Luke's story of following his heart and combining his love for computers with insurance.Episode HighlightsLuke's love for video games (3:13)Re-routing career paths (7:07)Starting out at a carrier in Hartford (8:08)Credibility, trust, and partnership (47:44)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    In the Hot Seat with Luke Magnan

    Play Episode Listen Later Jan 11, 2024 3:45 Transcription Available


    This week's hot-seat episode is with Luke Magnan, co-founder and CIO of Combined Ratio Solutions.Join podcast co-host Christen Kelley as she asks rapid-fire questions to give you a sneak peek into some fun facts about Luke before the full-length episode is released. 

    2023 Ivans Year in Review

    Play Episode Listen Later Dec 15, 2023 20:54 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Christen Kelley, Insurance Technology Podcast co-host and Ivans VP of Marketing, to reflect on 2023 wins for Ivans and the podcast.Get ready to wind down for the holiday season and unwrap some memories of our amazing 2023 episodes and events in this short year-in-review conversation.

    From Nerd Terms to Industry Standards

    Play Episode Listen Later Nov 15, 2023 45:41 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Casey Kempton, EVP Digital Business Officer at Chubb Small Business, to dig into insurance technology trends and challenges.Get ready to “nerd out” as Casey shares her thoughts on the evolution of commercial lines comparative raters, a rise in tech adoption, and what she would change in the industry if she had a magic wand.Episode HighlightsCarriers, portals and raters… (2:12)Seeing the forest through the trees (10:04)The big family of insurance (18:12)A wish for standardized compliance (21:38)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Bringing Brain Science to the Insurance World

    Play Episode Listen Later Nov 3, 2023 37:25 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Casey Kempton, EVP Digital Business Officer at Chubb Small Business, to discuss her multi-generational upbringing, anthropology studies, academic ambitions, and how she brought her skills and knowledge into the insurance world. Get ready for an engaging conversation as we pick Casey's brain about her journey and her thoughts on change management in insurance. Casey's nomadic youth (2:10)A multi-generational upbringing (4:13)Bringing ‘brain science' into insurance change management (9:20)From academic pursuits to an insurance journey (10:40)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    In the Hot Seat with Casey Kempton

    Play Episode Listen Later Oct 13, 2023 5:49


     This week's hot seat episode is with Casey Kempton, EVP Digital Business Officer at Chubb Small Business.Join podcast co-host Christen Kelley as she asks rapid-fire questions to give you a sneak peek into some fun facts about Casey before the full-length episode is released.

    Launching Into the Future of Insurance

    Play Episode Listen Later Sep 22, 2023 18:24 Transcription Available


    In this episode of The Insurance Technology Podcast, you'll hear a mashup of our three most future-focused installments.Get ready to launch into what the future of insurance could look like – from API-based tech to AI and more.Episode Highlights·       Transforming insurance with AI and customer centricity (1:01)·       Helping rocket ship companies take off (8:07)·       Forecasting insurtech trends (13:41)

    Best of Insurtech Journeys

    Play Episode Listen Later Sep 8, 2023 31:59 Transcription Available


    In this episode of The Insurance Technology Podcast, you'll hear clips from some of our first guests discussing how they started their insurance journeys, including Dennis Chookaszian, Kabir Syed, David Wroe, Ilya Bodner, Jim Hackbarth, Mike Albert and Allan Egbert. Tune in to hear how some of the greatest minds in insurtech started out in the industry, from chasing the American dream to flipping a coin and everything in between.Episode HighlightsReminiscing back to episode 1 (1:00)An accidental journey (2:13)Going back in insurtech history (4:05)Chasing the American dream (6:24)A flip of a coin (16:21)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Getting Schooled on Insurtech with Nick Zerbib

    Play Episode Listen Later Aug 25, 2023 32:25 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Nick Zerbib, Chief Investment Officer at Stone Point Capital, to talk about Nick's passion for investing in the industry and get his insights on the dynamic between the independent agency channel and technology.We're still in back-to-school mode, and it's never too late to learn, so get ready to take notes from this episode on what investors look for in companies, the mystery and potential of AI, how the industry can work together supported by tech and more.Episode Highlights·       A ‘fabulous and fashionable' industry to invest in (32:40)·       Embracing or acquiring smart, innovative tech (39:50)·       The mystery of AI in the agency world (47:09)·       Marrying sector expertise with tech solutions (49:41)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    From Wall Street Whiz to Insurance Guru

    Play Episode Listen Later Aug 11, 2023 32:53 Transcription Available


     In this episode of The Insurance Technology Podcast, Reid sits down with Nick Zerbib, Chief Investment Officer at Stone Point Capital, to chat about Nick's experiences moving around the world, how he landed on the east coast, and his journey from Wall Street to the world of insurance-centric investment.It's back-to-school season and it's never too late to learn, so pick up your pencils and paper to take notes from this episode on interesting industry tidbits, the importance of the independent agency channel and more.Episode HighlightsGrowing up around the world and landing on the east coast (1:54)Recruited by Wall Street at Goldman Sachs (5:05)A long history in the insurance-centric private equity business (6:53)Walking in the agents' shoes (27:47)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    In the Hot Seat with Nick Zerbib

    Play Episode Listen Later Jul 28, 2023 6:08 Transcription Available


    This week's hot seat episode is with Nick Zerbib, Chief Investment Officer at Stone Point Capital.Join podcast co-host Christen Kelley as she asks rapid-fire questions to give you a sneak peek into some fun facts about Nick before the full-length episode is released. 

    Helping ‘Rocket Ship' Companies Take Off

    Play Episode Listen Later Jul 13, 2023 51:25 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Jesse Wedler, General Partner of CapitalG, for a lively chat that covers everything from their shared California roots to finance, AI, technology, and more.Tune in to hear Jesse, our first guest from the world of finance, take us on a journey from the way back machine of his childhood in Petaluma, California, to investing in today's ‘rocket ship' companies, to the future of AI in the industry.Episode Highlights·       Going to the way back machine with Jesse (2:15)·       Investing in ‘rocket ship' companies (16:17)·       The industry problem Jesse wants to fix (26:19)·       The AI hype and potential (32:57)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    In the Hot Seat with Jesse Wedler

    Play Episode Listen Later Jun 30, 2023 4:45 Transcription Available


    This week's hot seat episode is with Jesse Wedler, General Partner of CapitalG, the independent growth fund of Google's parent company, Alphabet.Join podcast co-host Christen Kelley as she asks Jesse rapid-fire questions to give you a sneak peek into some fun facts about Jesse before the full-length episode is released. 

    Transforming Insurance with AI + Customer Centricity

    Play Episode Play 34 sec Highlight Listen Later Jun 16, 2023 41:18 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with co-founder and CEO of Planck, Elad Tsur, to hear about Elad's early roots in insurance and how he always knew he wanted to bridge the gap between insurance and technology.Tune in to hear Elad discuss the five layers of AI and the need he has identified for the industry to treat insureds more like customers. Episode HighlightsGrowing up with insurance roots (1:45)Planck, a platform based on 5 layers of AI (2:43)Predicting underwriting insights (4:55)What is customer success? (27:58)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    For the Love of AI

    Play Episode Listen Later Jun 2, 2023 61:46 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with co-founder and CEO of Planck, Elad Tsur, to discuss Elad's journey – from growing up in a village in Israel and going to college at the age of 14 to discovering machine learning in the Army and creating startups based on AI.Tune in to hear more about Elad and his love for AI, which started way before it was an industry buzzword.Episode HighlightsFinding sequences in hatchlings at the age of six (5:52)Earning a bachelor's degree + a high school diploma at the same time (7:08)Discovering AI in the Army – before it was called AI (7:20)Afraid of gene editing, not AI (45:43)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    In the Hot Seat with Elad Tsur

    Play Episode Listen Later May 12, 2023 7:15


    This week's hot seat episode is with co-founder and CEO of Planck, Elad Tsur, a serial entrepreneur who is passionate about bridging the gap between technology and business. Join podcast co-host Christen Kelley as she asks Elad rapid-fire questions to give you a sneak peek into some fun facts about Elad before the full-length episode is released. 

    Best Of Startup Stories

    Play Episode Listen Later Apr 28, 2023 15:31


    In this episode of The Insurance Technology Podcast, you'll hear clips from some of our most popular startup story episodes featuring Ilya Bodner, Will Shaw, Jim Hackbarth, Mike Albert and Allan Egbbert. Tune in to hear about the challenges, rewards, and the rush these entrepreneurs experienced while creating a startup to impact the industry positively. Episode HighlightsThe rush of being in the “fog of war” (3:14)It's not just about you when you start a startup… (6:38)There are no shortcuts (9:29)Think about it like LEGO blocks (11:33)

    Riding the Waves of Insurtech

    Play Episode Listen Later Apr 14, 2023 69:49 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid continues his conversation with Bill Devine, SVP of Business Capabilities at Travelers, to talk about everything from the rich insurance history of Hartford, Connecticut, to working together as an industry and riding the waves of insurtech.Join these two So Cal natives as they surf back in time to the first wave of insurtech and ride into what Bill predicts as the third wave of insurtech. Episode HighlightsHistory everywhere at Hartford, the “insurance capital” (1:37)Predicting the third “wave” of insurance (9:16)The importance of working with tech hyper-accelerators (36:47)The “golden record” (44:23)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    From a Walk in the Parking Lot to Traveling for Travelers

    Play Episode Listen Later Mar 17, 2023 33:58 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Bill Devine, SVP of Business Capabilities at Travelers, to talk about Bill's wide-ranging career journey – from being a creative writer to an attorney to becoming a seasoned insurance pro at Travelers.Tune in to hear Bill's career twists and turns and how it started as a walk in the parking lot from his law school.Episode HighlightsHow a walk from his law school parking lot got him into insurance (3:03)Traveling from Southern Cal to Connecticut for Travelers (8:40)Three pennies on the dollar (16:33)The power of independent agents (28:03)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Filling the Funnel with Good Leads

    Play Episode Listen Later Mar 3, 2023 29:50 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Jay Eshelman, president of small business, personal lines & affinity at Gallagher Select, to talk about the many hats he wears.Tune in to be inspired by Jay's story of finding insurance, discovering “pockets of greatness” in the small business market, and how he fills the funnel with good leads.Episode HighlightsFalling into insurance Filling the funnel with good leads Finding pockets of greatness Picking partners, asking the right questionInsurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    Planting the Seeds for Start-Up Success

    Play Episode Listen Later Feb 17, 2023 32:52 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid sits down with Talage CEO & Co-Founder Adam Kiefer at the Big “I” InsurTech Summit to get to know him and learn about his journey into insurtech. Tune in to hear how Adam's work and personal experiences helped plant the seeds for success in leading an insurtech start-up.Episode Highlights·         Finding a calling in football (4:51)·         Planting the seeds for Talage (5:53)·         Learning through experience (8:48)·         Becoming the “submission management platform” (17:09)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    The Math Behind the Producer Availability Challenge

    Play Episode Listen Later Feb 3, 2023 59:42 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid speaks to Trustedchoice.com CEO Chip Bacciocco about what Chip has coined the “producer availability challenge.”Get ready to learn the math behind the producer availability challenge and the formula needed to solve it.Episode HighlightsCoining the term “producer availability challenge” (1:00)When prospects lose confidence (5:34)Is sales just an art form? (22:30)What Chip would change in the industry (46:00)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    math chip availability trustedchoice chip bacciocco
    Changing the Bait: Switching Strategies for Success

    Play Episode Listen Later Jan 20, 2023 47:02 Transcription Available


    In this episode of The Insurance Technology Podcast, Reid speaks to Trustedchoice.com CEO Chip Bacciocco about his fishing hobby as a kid, how he stumbled into insurance and found his passion, the influence of his mentors, the transformation of Trustedchoice.com, and more. Catch this episode to find out how Chip changed the bait and switched strategies for success – going from Wall Street dreams to becoming an insurance pro.Episode HighlightsCelebrating a decade of helping the independent agent (5:28)Fishing in famous trout streams as a kid (9:30)Joking about his “insurance professional” ambitions (12:32)Turning lemons into lemonade (26:56) Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

    In the Hot Seat with Chip Bacciocco

    Play Episode Listen Later Jan 6, 2023 5:58


    In this episode of The Insurance Technology Podcast, podcast co-host Christen Kelley puts Chip Bacciocco, CEO of TrustedChoice.com, in the hot seat with rapid-fire questions to give you a sneak peek into some fun facts about Chip before the full-length episode is released. 

    ceo chip hot seat trustedchoice chip bacciocco
    Cheers to the New Year: Best of Spirits

    Play Episode Listen Later Dec 20, 2022 18:19


    In this episode of The Insurance Technology Podcast, Reid and co-host Christen Kelley recap highlights from 2022, and discuss what's ahead for 2023. As a bonus for some holiday inspiration, we've compiled every guest's favorite cocktail. Grab your favorite and toast with us to the new year!

    Takeover: Reid's Away, Christen and Mike Play Commercial Lines

    Play Episode Listen Later Dec 9, 2022 27:50


    In this episode of The Insurance Technology Podcast, co-host Christen Kelly and Mike Albert, co-head of Ivans Innovations Lab and founder of Ask Kodiak, take over as hosts to talk about Applied Net 2022. Included are highlights of “The Future of Commercial Lines at Applied” panel led by some of the top names in insurtech. Get cozy, settle in, and hear the best insights from this exciting discussion. Featured panelists include:Ray Lynch – VP External Products, Coterie InsuranceDonna LaGoy – SVP Business Intelligence, High Street Insurance Partners, Inc.Mike Albert – Co-head, Ivan Innovations LabKate Hewitt – VP Product Management, Applied SystemsRaghav Tanna – SVP Small Commercial Lines, Applied SystemsInsurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

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