Podcasts about aureus analytics

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Best podcasts about aureus analytics

Latest podcast episodes about aureus analytics

Unstoppable Profit Podcast Hosted by Mike Stromsoe
Episode 241: Your Client Experience Drives Your Profit – With Thomas Mann of Aureus Analytics

Unstoppable Profit Podcast Hosted by Mike Stromsoe

Play Episode Listen Later Dec 16, 2023 40:27


Welcoming my esteemed guest Thomas Mann, listen as we explore the use of technology to streamline agency workflows. Diving into the potential impact of AI and machine learning on the insurance industry, shedding light on the concept of predictability and value in agencies. We gain insights into Aureus Analytics the tech platform, and its role […]

Insurance Agency Trendsetters
Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically

Insurance Agency Trendsetters

Play Episode Listen Later Dec 12, 2023 33:51


#041 -  Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry's operations and client services. Ron sheds light on the growing utilization of AI and big data analytics in insurance agencies. These technologies are playing a significant role in streamlining operations and improving efficiency, ultimately leading to better service for clients. He also shares insights into Aureus Analytics' successful integrations with management system platforms like Applied and EZLynx, as well as their partnership with Agency Zoom. This isn't Ron's first time on our podcast, and his experience and expertise in the insurance industry make for a fascinating conversation. He offers valuable insights into the future of the industry and how technology is driving demand and adoption by new players in the market.If you're interested in learning more about the evolving landscape of the insurance industry and the role of technology in shaping its future, join us for this informative discussion with Ron Shroyer from Aureus Analytics.  00:35 Revisiting the Journey of Aureus Analytics00:54 The Evolution of AI in Insurance01:26 The Impact of AI on Insurance Agencies02:23 The Role of AI in Customer Retention and Cross-Selling02:57 The Increasing Interest in AI Among Insurance Agencies04:12 The Integration of Donna with Other Platforms04:35 The Difference Between Reporting and Analytics05:44 The Role of AI in Enhancing Agency Workflows09:14 The Future of AI in Insurance Agencies21:27 The Impact of Acquisitions on Tech Adoption in Insurance Agencies26:38 Emerging Insurtech Solutions Links:Aureus Analytics Insurance Agency Trendsetters Episode 041 (with full show notes)

Agency Intelligence
The MVP Podcast: Talkin' Tech with Danny Lawrence | Thomas Mann

Agency Intelligence

Play Episode Listen Later Jul 5, 2023 49:46


This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Aureus Analytics very own, Thomas Mann to discuss IndieTech and the career path that led him to the great team over at Aureus Analytics! Donna for Agents is one of the most impressive pieces of technology in the market place and is something your agency should take a look at! Episode Highlights: Thomas shares his decision to join Aureus Analytics and his passion for being a part of the change happening in the insurance industry. (12:43)  Thomas discusses the difference between IndieTech and InsurTech and why the IndieTech Showcase is important for the independent insurance industry to filter out the noise and focus on actionable technology for their day-to-day operations. (21:39) Thomas explains the features of Donna for Agents, a consultative interface that integrates data from an Agency Management System and provides coverage-based recommendations. (34:53) Thomas shares three concepts that are imperative for agencies looking to get the IndieTech advantage: having a CRM, harnessing the power of automation, and seeking subject matter experts to shorten the learning curve. (42:39) Key Quotes: "What really gets me going professionally, is just solving problems for the people I'm working for and with and so ultimately that's where it started." - Thomas Mann “I'm always down to talk about what's going on in our industry because it's always changing.” - Thomas Mann Resources Mentioned: Thomas Mann LinkedIn Aureus Analytics IndieTech Showcase Experience 2023 Danny Lawrence LinkedIn Reach out to Mitch Gibson

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The MVP Podcast
Talkin' Tech with Danny Lawrence | Thomas Mann

The MVP Podcast

Play Episode Listen Later Jul 5, 2023 49:16


This episode of "Talkin' Tech" with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Aureus Analytics very own, Thomas Mann to discuss IndieTech and the career path that led him to the great team over at Aureus Analytics! Donna for Agents is one of the most impressive pieces of technology in the market place and is something your agency should take a look at! Episode Highlights: Thomas shares his decision to join Aureus Analytics and his passion for being a part of the change happening in the insurance industry. (12:43)  Thomas discusses the difference between IndieTech and InsurTech and why the IndieTech Showcase is important for the independent insurance industry to filter out the noise and focus on actionable technology for their day-to-day operations. (21:39) Thomas explains the features of Donna for Agents, a consultative interface that integrates data from an Agency Management System and provides coverage-based recommendations. (34:53) Thomas shares three concepts that are imperative for agencies looking to get the IndieTech advantage: having a CRM, harnessing the power of automation, and seeking subject matter experts to shorten the learning curve. (42:39) Key Quotes: "What really gets me going professionally, is just solving problems for the people I'm working for and with and so ultimately that's where it started." - Thomas Mann “I'm always down to talk about what's going on in our industry because it's always changing.” - Thomas Mann  Resources Mentioned: Thomas Mann LinkedIn Aureus Analytics IndieTech Showcase Experience 2023 Danny Lawrence LinkedIn Reach out to Mitch Gibson

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Power Producers Podcast
Throwback: Diving Deep into Data with Ron Shroyer

Power Producers Podcast

Play Episode Listen Later Jun 5, 2023 55:50


In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Ron Shroyer, Vice President of Sales at Aureus Analytics. Ron discusses what Aureus Analytics is doing, what the Donna platform is and what it does, and how they're using integration to make it a lot simpler to operate an agency intelligently. Episode Highlights: Ron shares his interesting background (2:26) Ron believes that the end client is the most important thing for an insurance producer. (5:12) Ron explains what makes Ryan Deeds unique. (6:51) Ron talks about what they're doing to gather data. (9:00) Ron mentions that the foundational technology is what they brought over to the US to be able to build the Donna platform. (10:35) Ron talks about their recent integrations with other platforms. (21:52) Ron mentions that Glove Box is doing a fantastic job of integrating a lot of useful information into a way for agencies to communicate with clients, especially through an app. (25:55) Ron expresses his optimism that the industry will reach that all-encompassing solution within the next 5 to 7 years. (41:25) Ron talks about Donna version 3.0 that was just released. (42:25) Ron mentions that if you have that core technology and data stored away, and you know what processes you need to follow and apply. (48:32) Ron believes that there's enough business for everyone, especially on the agency side. (50:50) Ron advises everybody to take one step forward at a time, get the momentum built. (52:11) Tweetable Quotes: “That's really what we want to do at Aureus Analytics with this Donna platform is give the end-users who are working with customers just quick insights, how they can better serve their customers, make sure they're keeping them, but let them know where they should spend their time, what types of products they should position as of today, so they can just delight the customers, grow the business, and retain it.” - Ron Shroyer “I am very optimistic that the industry over the next five, seven years is going to get to that all-encompassing solution - Ron Shroyer “The integrations that we're working with and the awesome companies that are out there to integrate with...integrations are first and foremost vital to us being able to scale and we're making tremendous progress right now.” - Ron Shroyer Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics Donna David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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Agency Intelligence
Power Producers: Throwback: Diving Deep into Data with Ron Shroyer

Agency Intelligence

Play Episode Listen Later Jun 5, 2023 57:35


In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Ron Shroyer, Vice President of Sales at Aureus Analytics. Ron discusses what Aureus Analytics is doing, what the Donna platform is and what it does, and how they're using integration to make it a lot simpler to operate an agency intelligently. Episode Highlights: Ron shares his interesting background (2:26) Ron believes that the end client is the most important thing for an insurance producer. (5:12) Ron explains what makes Ryan Deeds unique. (6:51) Ron talks about what they're doing to gather data. (9:00) Ron mentions that the foundational technology is what they brought over to the US to be able to build the Donna platform. (10:35) Ron talks about their recent integrations with other platforms. (21:52) Ron mentions that Glove Box is doing a fantastic job of integrating a lot of useful information into a way for agencies to communicate with clients, especially through an app. (25:55) Ron expresses his optimism that the industry will reach that all-encompassing solution within the next 5 to 7 years. (41:25) Ron talks about Donna version 3.0 that was just released. (42:25) Ron mentions that if you have that core technology and data stored away, and you know what processes you need to follow and apply. (48:32) Ron believes that there's enough business for everyone, especially on the agency side. (50:50) Ron advises everybody to take one step forward at a time, get the momentum built. (52:11) Tweetable Quotes: “That's really what we want to do at Aureus Analytics with this Donna platform is give the end-users who are working with customers just quick insights, how they can better serve their customers, make sure they're keeping them, but let them know where they should spend their time, what types of products they should position as of today, so they can just delight the customers, grow the business, and retain it.” - Ron Shroyer “I am very optimistic that the industry over the next five, seven years is going to get to that all-encompassing solution - Ron Shroyer “The integrations that we're working with and the awesome companies that are out there to integrate with...integrations are first and foremost vital to us being able to scale and we're making tremendous progress right now.” - Ron Shroyer Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics Donna David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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Power Producers Podcast
Dominating Donna with Anurag Shah

Power Producers Podcast

Play Episode Listen Later Apr 17, 2023 60:17


In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Anurag Sha, CEO & Co-Founder of Aureus Analytics. Anurag discusses the use of AI and machine learning in the insurance industry. They talk about Donna for Agents and discuss the future of AI and machine learning in the insurance industry. Episode Highlights: Anurag discusses the advancement of AI and machine learning in the insurance industry. (4:05) David discusses how he plans to use ChatGPT to create a book about return-to-work programs as a marketing leave-behind for his company. (7:54) Anurag explains that the fear that artificial intelligence will take people's jobs is unnecessary because it is still artificial and requires humans to ask different questions. (10:52) Anurag shares his engineering and software development background, which includes working with large amounts of data and systems that learn from other systems. (16:52) Kyle discusses the importance of collecting data from customers in real-time without having to ask them, as this can help them make more informed decisions. (22:52) Anurag discusses the importance of focusing on what the customer does rather than what they say. (27:04) Anurag explains how DONNA was developed through testing with agencies. (33:31) Anurag discusses the three perspectives of sentiment: probability, prediction, and actual opportunity that can be used to develop a program to run life insurance, build a whole line out of it, or grow the business out of it. (39:45) According to Anurag, machine learning models are constantly learning from both positive and negative outcomes and can be used to measure close rates and improve predictions. (42:27) David mentions that DONNA's tool helps agencies maximize efficiency and cross-sell opportunities by looking through their existing book and showing them where they have opportunities. (49:07) Anurag believes that automation is getting better over time because networks and associations are recommending it and carriers are using it. (52:44) Anurag shares that DONNA's main goal isn't just to sell software, but also to help clients improve how their businesses work. (57:39) Tweetable Quotes: “I think people are becoming more and more open to considering options to make their lives easier.” - David Carothers “Our goal is to help the business and have a focus on the end consumer, the policyholder, right? If the focus is not just on your own business, but also on the customer, that's really where the value is.” - Anurag Shah “We realize that what we're doing is not selling software, we are basically helping you build a better business.” - Anurag Shah Resources Mentioned: Anurag Sha LinkedIn Aureus Analytics DONNA  David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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Agency Intelligence
Power Producers: Dominating Donna with Anurag Shah

Agency Intelligence

Play Episode Listen Later Apr 17, 2023 62:02


In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Anurag Sha, CEO & Co-Founder of Aureus Analytics. Anurag discusses the use of AI and machine learning in the insurance industry. They talk about Donna for Agents and discuss the future of AI and machine learning in the insurance industry. Episode Highlights: Anurag discusses the advancement of AI and machine learning in the insurance industry. (4:05) David discusses how he plans to use ChatGPT to create a book about return-to-work programs as a marketing leave-behind for his company. (7:54) Anurag explains that the fear that artificial intelligence will take people's jobs is unnecessary because it is still artificial and requires humans to ask different questions. (10:52) Anurag shares his engineering and software development background, which includes working with large amounts of data and systems that learn from other systems. (16:52) Kyle discusses the importance of collecting data from customers in real-time without having to ask them, as this can help them make more informed decisions. (22:52) Anurag discusses the importance of focusing on what the customer does rather than what they say. (27:04) Anurag explains how DONNA was developed through testing with agencies. (33:31) Anurag discusses the three perspectives of sentiment: probability, prediction, and actual opportunity that can be used to develop a program to run life insurance, build a whole line out of it, or grow the business out of it. (39:45) According to Anurag, machine learning models are constantly learning from both positive and negative outcomes and can be used to measure close rates and improve predictions. (42:27) David mentions that DONNA's tool helps agencies maximize efficiency and cross-sell opportunities by looking through their existing book and showing them where they have opportunities. (49:07) Anurag believes that automation is getting better over time because networks and associations are recommending it and carriers are using it. (52:44) Anurag shares that DONNA's main goal isn't just to sell software, but also to help clients improve how their businesses work. (57:39) Tweetable Quotes: “I think people are becoming more and more open to considering options to make their lives easier.” - David Carothers “Our goal is to help the business and have a focus on the end consumer, the policyholder, right? If the focus is not just on your own business, but also on the customer, that's really where the value is.” - Anurag Shah “We realize that what we're doing is not selling software, we are basically helping you build a better business.” - Anurag Shah Resources Mentioned: Anurag Sha LinkedIn Aureus Analytics DONNA  David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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Agency Intelligence
The MVP Podcast: Ron Shroyer: Just Because You Have Tech, Doesn't Mean You Don't Have To Work Hard

Agency Intelligence

Play Episode Listen Later Jan 31, 2022 60:40


In this episode of The MVP Podcast, Mitch Gibson sits down with Ron Shroyer, Vice President of Sales at Aureus Analytics, to discuss the future of tech and why it is so important to find tech that works for you and your agency.  Measuring your customer's happiness is a huge component of your retention. With Aureus Analytics' new product, Donna for agents can measure and collect all of this data for you, which in return allows you to sell your customer what they NEED. Episode Highlights: Ron provides a quick background story about Aureus and what his company is all about. (5:19) Ron shares that they help clients learn more about their customers. (10:06) Ron tells us about the 100 customer experience scoring called Sentimeter. (12:17)  Ron explains why data is very important for future insurance agents. (17:49)  Ron explains what his company's technology looks like. (19:51)  Ron shares that his back-end technology caters to every agency because they know that agencies operate differently. (25:14)  Ron tells us about his company's competitors and how he approaches them. (33:28) Ron shares that it is important to look at succession planning to prepare for the future. (41:37)  Ron shares his vision of the Aureus in the future and how they are scaling up to it. (46:46)   Ron shares his favorite color and ice cream flavor. (50:41) Ron tells us one place he would go if he would be traveling. (51:50)  Ron gives us his piece of advice to young agents out there listening. (52:42) Key Quotes: "Aggregating data like that is to be able to provide a better product and service, it's going to help serve you a lot more efficiently and effectively." - Ron Shroyer "Everyone has their kind of hopes and dreams as far as how they want people to utilize the product. But we know that we still have to be as flexible as possible because every agency operates a little bit differently." - Ron Shroyer “You need to surround yourself with individuals that are going to put you in a better position than where you are today.” - Ron Shroyer  Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics Reach out to Mitch Gibson

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The MVP Podcast
Ron Shroyer: Just Because You Have Tech, Doesn't Mean You Don't Have To Work Hard

The MVP Podcast

Play Episode Listen Later Jan 31, 2022 60:10


In this episode of The MVP Podcast, Mitch Gibson sits down with Ron Shroyer, Vice President of Sales at Aureus Analytics, to discuss the future of tech and why it is so important to find tech that works for you and your agency.  Measuring your customer's happiness is a huge component of your retention. With Aureus Analytics' new product, Donna for agents can measure and collect all of this data for you, which in return allows you to sell your customer what they NEED. Episode Highlights: Ron provides a quick background story about Aureus and what his company is all about. (5:19) Ron shares that they help clients learn more about their customers. (10:06) Ron tells us about the 100 customer experience scoring called Sentimeter. (12:17)  Ron explains why data is very important for future insurance agents. (17:49)  Ron explains what his company's technology looks like. (19:51)  Ron shares that his back-end technology caters to every agency because they know that agencies operate differently. (25:14)  Ron tells us about his company's competitors and how he approaches them. (33:28) Ron shares that it is important to look at succession planning to prepare for the future. (41:37)  Ron shares his vision of the Aureus in the future and how they are scaling up to it. (46:46)   Ron shares his favorite color and ice cream flavor. (50:41) Ron tells us one place he would go if he would be traveling. (51:50)  Ron gives us his piece of advice to young agents out there listening. (52:42) Key Quotes: "Aggregating data like that is to be able to provide a better product and service, it's going to help serve you a lot more efficiently and effectively." - Ron Shroyer "Everyone has their kind of hopes and dreams as far as how they want people to utilize the product. But we know that we still have to be as flexible as possible because every agency operates a little bit differently." - Ron Shroyer “You need to surround yourself with individuals that are going to put you in a better position than where you are today.” - Ron Shroyer  Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics Reach out to Mitch Gibson

Insurance Agency Trendsetters
Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency

Insurance Agency Trendsetters

Play Episode Listen Later Dec 28, 2021 44:43


Description:#034 – What you don't know about your customers can hurt you — and them.  In this episode, we talk with Ron Shroyer of Aureus Analytics about how Donna for Agents is helping agents improve their customer experience, increase retention, and grow their agencies. There's no question, we're living in the age of data analytics. Companies outside of the insurance industry are using it to provide a better customer experience so your agency customers expect that level of service from you too. Listen in as we dive into the topic and discuss...·      What customers have been trying to tell us for years... and we haven't been hearing·      Why looking back at past data isn't enough and how to be proactive·      How the SentiMeter ® score helps you save your accounts·      The role unstructured data plays in improving customer loyalty·      How Donna seamlessly drives higher profitability Plus, we discuss the move toward API-driven integrations that are improving the ease of doing business for agencies.  For full show notes and previous podcast episodes go to:www. Insuranceagencytrendsetters.com/034And be sure to click “subscribe” so you don't miss any upcoming episodes, including unannounced bonus episodes.Links:Videos and more information about Donna can be found here: DonnaForAgents.comor email: Ron [at] aureusanalytics.comRelated Episodes:Chris Paradiso Aubie Knight  Tarmika Agency Zoom Carey Wallace  

Agency Nation Radio - Insurance Marketing, Sales and Technology
Advanced Data- with Ron Glozman of Chisel AI, Raghav Tannah of Tarmika, Ido Deutsch of Agentero and Ron Shroyer of Aureus Analytics with host Ray Roentz

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Nov 5, 2021 49:43


Agency Nation Radio - Insurance Marketing, Sales and Technology
Advanced Data- with Ron Glozman of Chisel AI, Raghav Tannah of Tarmika, Ido Deutsch of Agentero and Ron Shroyer of Aureus Analytics with host Ray Roentz

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Nov 5, 2021 49:42


Business Innovators Radio
Interview with Christopher Paradiso Owner and Founder of Paradiso Financial and Insurance Services

Business Innovators Radio

Play Episode Listen Later Oct 6, 2021 21:29


Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris's unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual's National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance's Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris's clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents.Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today's complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you'll never work a day in your life.Learn More:Paradiso Insurance: https://www.paradisoinsurance.com/Facebook: http://www.facebook.com/insurancectInstagram: https://www.instagram.com/paradiso_insurance/Twitter: https://twitter.com/paradisoinsPinterest: https://www.pinterest.com/ctinsurance/LinkedIn: http://bit.ly/24bQk3IInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Christopher Paradiso Owner and Founder of Paradiso Financial and Insurance Services

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Oct 6, 2021 21:29


Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris's unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual's National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance's Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris's clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents.Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today's complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you'll never work a day in your life.Learn More:Paradiso Insurance: https://www.paradisoinsurance.com/Facebook: http://www.facebook.com/insurancectInstagram: https://www.instagram.com/paradiso_insurance/Twitter: https://twitter.com/paradisoinsPinterest: https://www.pinterest.com/ctinsurance/LinkedIn: http://bit.ly/24bQk3IInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services

Data Professionals Stories
Arun Agarwal Subject Matter Expert(Insurance) Aureus Analytics

Data Professionals Stories

Play Episode Listen Later Oct 4, 2021 23:08


Arun has a 26 years of rich and extensive experience into insurance operation and technology implementation. He is a principal consultant with Aureus Analytics where he helped clients in driving and defining Artificial Intelligence transformation strategy.

Power Producers Podcast
Diving Deep into Data with Ron Shroyer

Power Producers Podcast

Play Episode Listen Later Sep 27, 2021 55:50


In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Ron Shroyer, Vice President of Sales at Aureus Analytics. Ron discusses what Aureus Analytics is doing, what the Donna platform is and what it does, and how they're using integration to make it a lot simpler to operate an agency intelligently. Episode Highlights: Ron shares his interesting background (2:26) Ron believes that the end client is the most important thing for an insurance producer. (5:12) Ron explains what makes Ryan Deeds unique. (6:51) Ron talks about what they're doing to gather data. (9:00) Ron mentions that the foundational technology is what they brought over to the US to be able to build the Donna platform. (10:35) Ron talks about their recent integrations with other platforms. (21:52) Ron mentions that Glove Box is doing a fantastic job of integrating a lot of useful information into a way for agencies to communicate with clients, especially through an app. (25:55) Ron expresses his optimism that the industry will reach that all-encompassing solution within the next 5 to 7 years. (41:25) Ron talks about Donna version 3.0 that was just released. (42:25) Ron mentions that if you have that core technology and data stored away, and you know what processes you need to follow and apply. (48:32) Ron believes that there's enough business for everyone, especially on the agency side. (50:50) Ron advises everybody to take one step forward at a time, get the momentum built. (52:11) Tweetable Quotes: “That's really what we want to do at Aureus Analytics with this Donna platform is give the end-users who are working with customers just quick insights, how they can better serve their customers, make sure they're keeping them, but let them know where they should spend their time, what types of products they should position as of today, so they can just delight the customers, grow the business, and retain it.” - Ron Shroyer “I am very optimistic that the industry over the next five, seven years is going to get to that all-encompassing solution - Ron Shroyer “The integrations that we're working with and the awesome companies that are out there to integrate with...integrations are first and foremost vital to us being able to scale and we're making tremendous progress right now.” - Ron Shroyer Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics Donna David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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The Insurtech Leadership Podcast
Don't be Surprised by Market Feedback - Be Dynamic & Adapt Fast! (w/Doug Roth, Insurtech Investor at Connecticut Innovations)

The Insurtech Leadership Podcast

Play Episode Listen Later Aug 10, 2021 14:00


Doug Roth, MD & at Connecticut Innovations is one of the top most active east-coast investors, with CI having closed more than 100 direct equity investments over the past 12 months including insurtechs. They focus on producing and re-investing financial returns on investment as an evergreen fund into new startups on a continual basis. Investments include direct Insurtech's like Aureus Analytics and more indirect, complementary insurance plays. Doug shares how CI runs its investment scouting strategy, investment diligence process and more, so don't miss out!  Follow Insurtech Leadership Podcast airing weekly hosted by Joshua R. Hollander. We give you up-close access and personal insights from the leaders of the fastest-growing #insurtechs and most innovative #insurance carriers and brokers.

Agency Intelligence
RHS 105 - Ron Shroyer Explains How to Rule the World With Data (and Donna)

Agency Intelligence

Play Episode Listen Later Jul 1, 2021 59:37


In this episode of The Ryan Hanley Show, Ryan Hanley interviews Ron Shroyer, VP of Sales at Aureus Analytics. Ron joins the podcast for a deep dive into data, DONNA, and why those who can harness data will rule the (insurance) world. This is a conversation you don't want to miss... Episode Highlights: Ron shares his career background. (6:59) Ron explains what Aureus Analytics is all about. (11:29) What did Ron find was unique when he first came to Aureus Analytics? (14:28) Ron shares how having access to influential people can really help with growth. (23:53) Ron explains what the sentiment score is all about. (26:43) Ron shares the difference between structured data and unstructured data. (36:56) Ron explains how DONNA works. (38:11) Ron mentions the most significant thing that they've processed within DONNA. (46:06) Key Quotes: “I love the industry. I mean, it is so well connected with the people... Just how the industry has an influence on what goes on with the rest of the world...everybody needs insurance.” - Ron Shroyer “If you take a deep look inside the opportunities you have, you can grow exponentially with the customers that are already at your door. It's way less expensive from a retention standpoint, and then also from a front-end organic growth standpoint. I mean, if you could save a point in retention, it makes it easier to get your growth goals in place.” - Ron Shroyer “We are good at understanding data and being able to give you a really strong insight based on that data. I look at that opportunity with Agency Zoom and running those trigger events and making our insights actionable.” - Ron Shroyer Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics DONNA for Agents Reach out to Ryan Hanley

sales data ryan hanley aureus analytics ryan hanley show
The Ryan Hanley Show
RHS 105 - Ron Shroyer Explains How to Rule the World With Data (and Donna)

The Ryan Hanley Show

Play Episode Listen Later Jul 1, 2021 59:37


In this episode of The Ryan Hanley Show, Ryan Hanley interviews Ron Shroyer, VP of Sales at Aureus Analytics. Ron joins the podcast for a deep dive into data, DONNA, and why those who can harness data will rule the (insurance) world. This is a conversation you don't want to miss... Episode Highlights: Ron shares his career background. (6:59) Ron explains what Aureus Analytics is all about. (11:29) What did Ron find was unique when he first came to Aureus Analytics? (14:28) Ron shares how having access to influential people can really help with growth. (23:53) Ron explains what the sentiment score is all about. (26:43) Ron shares the difference between structured data and unstructured data. (36:56) Ron explains how DONNA works. (38:11) Ron mentions the most significant thing that they've processed within DONNA. (46:06) Key Quotes: “I love the industry. I mean, it is so well connected with the people... Just how the industry has an influence on what goes on with the rest of the world...everybody needs insurance.” - Ron Shroyer “If you take a deep look inside the opportunities you have, you can grow exponentially with the customers that are already at your door. It's way less expensive from a retention standpoint, and then also from a front-end organic growth standpoint. I mean, if you could save a point in retention, it makes it easier to get your growth goals in place.” - Ron Shroyer “We are good at understanding data and being able to give you a really strong insight based on that data. I look at that opportunity with Agency Zoom and running those trigger events and making our insights actionable.” - Ron Shroyer Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics DONNA for Agents Reach out to Ryan Hanley

sales data ryan hanley aureus analytics ryan hanley show
The Ryan Hanley Show
RHS 105 - Ron Shroyer Explains How to Rule the World With Data (and Donna)

The Ryan Hanley Show

Play Episode Listen Later Jul 1, 2021 57:02


In this episode of The Ryan Hanley Show, Ryan Hanley interviews Ron Shroyer, VP of Sales at Aureus Analytics. Ron joins the podcast for a deep dive into data, DONNA, and why those who can harness data will rule the (insurance) world. This is a conversation you don't want to miss...Episode Highlights: Ron shares his career background. (6:59) Ron explains what Aureus Analytics is all about. (11:29) What did Ron find was unique when he first came to Aureus Analytics? (14:28) Ron shares how having access to influential people can really help with growth. (23:53) Ron explains what the sentiment score is all about. (26:43) Ron shares the difference between structured data and unstructured data. (36:56) Ron explains how DONNA works. (38:11) Ron mentions the most significant thing that they've processed within DONNA. (46:06) Key Quotes: “I love the industry. I mean, it is so well connected with the people... Just how the industry has an influence on what goes on with the rest of the world...everybody needs insurance.” - Ron Shroyer “If you take a deep look inside the opportunities you have, you can grow exponentially with the customers that are already at your door. It's way less expensive from a retention standpoint, and then also from a front-end organic growth standpoint. I mean, if you could save a point in retention, it makes it easier to get your growth goals in place.” - Ron Shroyer “We are good at understanding data and being able to give you a really strong insight based on that data. I look at that opportunity with Agency Zoom and running those trigger events and making our insights actionable.” - Ron Shroyer Resources Mentioned: Ron Shroyer LinkedIn Aureus Analytics DONNA for Agents Reach out to Ryan HanleyLearn more about your ad choices. Visit megaphone.fm/adchoices

The Connected Insurance Podcast
What 60 Million Policyholders Taught Us About Customer Relationship

The Connected Insurance Podcast

Play Episode Listen Later Jun 2, 2021 44:42


Anurag Shah, CEO, Co-Founder, Aureus Analytics   Anurag Shah, CEO and Co-Founder of Aureus Analytics has been studying how customers feel about their insurance providers. First with carriers around the globe, and most recently with independent insurance agencies. After processing management systems and interaction data across more than 60 million policyholders, Anurag has crafted a way to measure customer loyalty en masse and down to the individual level.    In this eye-opening podcast, Anurag shares his perspective on:   How agency-customer relationships degrade over time—and how to fix it  Why you need to dig past traditional customer surveys to measure loyalty How to deliver what the modern insurance consumer really wants   If richer, deeper, longer customer relationships are important to you, make this podcast a priority this week.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

CTStartup Podcast
Episode 132: Elevating The Insurance Experience With Aureus Analytics

CTStartup Podcast

Play Episode Listen Later Jun 1, 2021 34:14


Customer retention is a major issue for insurance companies, as is insurance fraud, and figuring out how to separate the good customers from the bad is worth billions. That is where Aureus Analytics comes in, using predictive analytics and machine learning to deliver insights to help insurers maximize customer lifetime value while providing a better customer experience. In this episode Ojala sits with owner Anurag Shah to discuss how he is helping reshape the insurance customer experience.

Evolved Broker Podcast
Chris Paradiso (Agency Owner, Paradiso Insurance)

Evolved Broker Podcast

Play Episode Listen Later Jan 17, 2021 87:47


My guest today is Chris Paradiso. Chris is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris's unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual's National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance's Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris's clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents. Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you'll never work a day in your life.We discuss:• The importance of a strong digital content calendar• Using current events to boost your digital footprint• Why you should have a videographer at all of your company events • Winning industry awards and using that publicity to maximize engagement• How to become a #1 agency on GoogleLearn more about Paradiso Insurance: https://www.paradisoinsurance.com/Follow Pat on Instagram: @patbcostello https://www.evolvedbrokerpodcast.com/

The Insurtech Leadership Podcast
People Committed to the Cause vs. Employees (w/ Anurag Shah, CEO Aureus Analytics)

The Insurtech Leadership Podcast

Play Episode Listen Later Nov 6, 2020 8:15


Today's episode features Anurag Shah, CEO Aureus Analytics. Before raising his $5m Series A, he moved his family to the US and shifted the entire focus onto Insurance: "The whole industry is based on data, but data was just being neglected."

The Re/Imagine Podcast
027 Aureus Analytics

The Re/Imagine Podcast

Play Episode Listen Later Dec 9, 2019 26:49


In this episode, we talk about with the two founders of Aureus Analytics - Anurag Shah and Nitin Purohit - about the future of machine learning in insurance and their success in Hartford.   Connect with Anurag Shah & Nitin Purohit: Website: https://www.aureusanalytics.com/   Connect with Nassau Re/Imagine:  Join Our Incubator Program  Website: Imagine.nsre.com     Connect with Nassau Re:  LinkedIn: Nassau Re  Website: NSRE.com