Podcasts about cpcu

Heather H. Wilson, Chief Executive Officer of CLARA Analytics, has more than a decade of executive experience in data, analytics, and artificial intelligence, including Global Head of Innovation and Advanced Technology at Kaiser Permanente and Chief Data Officer of AIG. While at AIG, she was named Insurance Woman of the Year by the Insurance Technology Association for her data innovation work. Wilson has been a steady supporter of diversity. She launched the Kaiser Permanente Women in Technology group, focused on mentorship and retention for women in math, technology, and science. At AIG, she launched Global Women in Technology and served as Executive Sponsor of Girls Who Code. In this episode of In the Know, Chris Hampshire and Heather explore the work she has done to empower women in coding and STEM, AI technology advancements, and strategies for addressing talent challenges in today's fast-evolving insurance industry.   Key Takeaways Heather's career unfolded in three chapters. The current state and application of analytics in today's insurance industry. A look into the future of large language model (LLM) technology. The application of agentic AI in the claims sector. Integrating new and legacy technology platforms. Heather's experiences as a female leader in the insurance industry. Industry disruption, talent recruitment, and navigating the silver tsunami. Data analysts and the insurance industry. A five-year look to changing agent and adjuster responsibilities. Heather's strategic risk advice to her early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes “At the end of the day, there is an outcome that we're trying to drive for the claimant and for the insurer.” “AI is helping us take the surprises and get in front of them to handle cases differently.”  “Whether it's a risk or claims system, they really have the opportunity to lead the insurance industry on agentic AI.” “Data is still king, and so is the orchestration of that data.” “For super complex cases, people still need to have that human-in-the-loop touch.”

On this episode of The Savvy Adjuster Podcast, Senior Account Manager Chris Nichols explores the 100% structural assessment process with Jarrod C. Burns, MS, PE, Founder and Principal Engineer of BSC Forensics, part of Alpine Intel's suite of services. Joining them is Pre-Loss* Co-Founder and Executive Large Loss Specialist Steven Romero, CPCU, AIC, ARM, who offers insurance-industry insight into how this method helps during disputes by reducing exposure and providing easy-to-understand documentation of an entire property. Learn how a team approach, spatial modeling (SAM), and other strategies can lead to more accurate complex claim resolutions.  *Note: Pre-Loss is an independent consulting firm not affiliated with Alpine Intel.Discussed in This EpisodeHow the 100% assessment process worksHow BSC's spatial modeling (SAM) provides visual scene representationsThe importance of the 100% assessment approach in disputes and resolutionThe value of reducing total exposure in a large lossBSC and insurance industry insights from an actual 100% assessmentAdditional ResourcesAlpine Intel Resource Page: https://bit.ly/446IjoIBSC Forensics: https://bit.ly/4ndwvd1Additional Large Loss Resources:Article: Tech-Supported Commercial Assessments Enhance Claims Process: https://bit.ly/3HIYQaR eBook: Tackling Large Loss Fire Claims with Subrogation Potential: https://bit.ly/3FGeP92Guide: Settling Commercial HVAC Large Loss Claims: https://bit.ly/3Ts6adn

Bhaskar serves as a Principal Technology Evangelist on Guidewire's Global Technology Alliances and Marketplace team. In his role, he works with solution, technology, and systems integration partners to develop technical integration strategies and promote Guidewire's cloud platform. He's also a passionate supporter of the Guidewire Insurtech Vanguard program, which helps insurers discover innovative InsurTechs. Bhaskar brings a unique blend of P&C insurance domain expertise, technical background, and deep knowledge of the Guidewire ecosystem. His experience spans enterprise software development, technology consulting, product management, and implementation projects. In this episode of In the Know, Chris Hampshire and Bhaskar dive into all things insurtech and its impact on the insurance industry, strategies for approaching legacy technology challenges, the possibilities of AI, and what the transformed future of the insurance industry could look like.   Key Takeaways Bhaskar's decision to marry the industry and date the technology. At Guidewire, Bhaskar's work impacts the entire industry ecosystem. The current state and impact of insurtech. Strategies for approaching legacy technology challenges. The state of acceptance of cloud technology. Addressing integration concerns for optimal upgrade success. Short- and long-term impacts of AI in the insurance industry. A look at the entirely transformed five-year future of the industry. Bhaskar's broader-thinking advice to his early career self.   Special thank you to Guidewire, one of the CPCU Society's annual partners, for their generous support and for sponsoring this episode of In the Know.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes “I made the decision to marry the industry and date the technology.”  “We have a responsibility to lead, but we also have a responsibility to lift.”  “Insurtech has changed the insurance world, but not in the way that everyone thought previously.” “Insurtech is more of a maturing system than a disruptor.” “The insurtech space has transformed the industry's digital transformation.” “If you want to easily upgrade, embrace cloud.” “AI is going to fundamentally change the insurance model.”  

Ranesha Dean is a branch manager for Caribbean Alliance Insurance Company, a regional general insurance company in the Eastern Caribbean, and is responsible for the Bahamas operations. Her career in the general insurance industry began in 2009, and she has worked in various roles over the years, including sales, underwriting, claims, and compliance. She holds a BA in economics and finance from The University of The Bahamas (formerly College of The Bahamas) and several designations with The Institutes, including the CPCU designation (2022). Ranesha is an avid insurance learner eager to dive into new insurance topics as an aspiring insurance writer. In this episode of In the Know, Chris Hampshire and Ranesha explore the unique challenges of the Caribbean insurance market, the impact of climate change on business, and the impact that her CPCU designation has had on her career.   Key Takeaways Ranesha's journey into the insurance market led to branch manager. Unique challenges of insurance in the Caribbean. Capacity crunch and climate change impacts. The response of the insurance industry in the wake of 2019's Hurricane Dorian. Technology and IT advances in the Caribbean. Ranesha's message to anyone considering joining the insurance industry. The impact of the CPCU designation on Ranesha's career. Attracting new talent to the industry in the Caribbean. Surprises that Ranesha has discovered in her career. A five-year look at the future of the Caribbean insurance market. Ranesha's CPCU Society advice to her early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society

Jim Jones is the co-creator of the new In The Know podcast music and has been the Executive Director of the Katie School of Insurance & Financial Services at Illinois State University since 2001. The Katie School supports over 500 students majoring in Risk Management and Insurance (RMI), actuarial science, and other majors, who are interested in careers in insurance. Jones works with ISU faculty, staff, administration, and industry executives in helping to develop talent for industry and educate students at the velocity of change. He holds an MBA in International Business from Saint Louis University, a BSBA in Finance and Accounting from the University of Missouri Trulaske College of Business, and CPCU, AIC, ARM, and AIS. In this episode of In the Know, Chris Hampshire and Jim discuss microinsurance in developing countries, the next generation of talent, what Gen Z is looking for in a career, and tactics for successfully addressing the talent gap in the insurance industry.   Key Takeaways Jim's current role in the insurance industry focuses on the next generation of risk management professionals. As the Director of Claims Education, Jim taught 20,000 students each year. Jim's research in creating inclusive insurance in developing countries. In The Know's new theme song was written while Jim was in Kathmandu. Expanding the reach of microinsurance to underserved populations. A portrait of today's recently graduated insurance professional. Tactics for addressing the talent gap in the insurance industry. Characteristics of companies that successfully hire recent graduates. Jim's stand-apart advice to his early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety                 LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society  

Will vs. Trust: Secure Your Legacy with Randolph Love III | The Entreprenudist Podcast   The Entreprenudist Podcast https://entreprenudist.com In this episode, Randolph Love III, ChFC®, CLU®, FLMI, CPCU—founder of ShieldWolf Strongholds—shares insights on the importance of estate planning and the roles of Wills and Living Trusts in securing your legacy with the residents of Lenox Cove Apartments in Jacksonville, Florida; orgaized by Trinisia “Trish” White of Project Access Resource Centers. Whether you're beginning your wealth-building journey or looking to protect existing assets, this discussion offers valuable considerations for your financial future. Explore Strategic Wealth Protection: Discover how ShieldWolf Strongholds can assist you with business exit planning, tax-free retirement strategies, and legacy building—all through a seamless, fully virtual process.

The Institute of Internal Auditors Presents: All Things Internal Audit In this episode, Mike Jacka talks with Anne Millage about his decision to end the “Mind of Jacka” blog after 900 posts. Mike shares some favorite posts, the origins of his ideas, and the role humor plays in his writing. He looks back at his internal audit career and offers his thoughts on the evolution of the profession. Read Mike's 900th blog post:  Mind of Jacka: 900 Posts: Now What? Host:Anne Millage  Director of content, The IIA Guests: Mike Jacka, CIA, CPA, CPCU, CLU Chief creative pilot at Flying Pig Audit, Consulting and Training Solutions Key Points:  Introduction [00:00-00:33] Overview of Mike's contributions to the internal audit community through his writing. Mike's Journey [00:34-02:19] Discussion on Mike's career in internal auditing and his decision to start the blog. Insights into Mike's unique approach to writing and humor in the internal audit profession. Decision to End the Blog [02:20-04:07] Mike explains why he decided to end the blog after 900 posts. Reflection on the milestones and reasons behind his retirement. Challenges and Causes [04:08-05:36] The challenges Mike faced while writing the blog. Discussion on the evolving nature of internal auditing and the profession's biggest challenges. Popular Posts and Audience Engagement [05:37-07:54] Anne and Mike discuss some of the most popular and commented-on blog posts. Insights into why certain posts resonated with the audience and sparked discussions. Humor in Internal Auditing [07:55-09:35] Mike shares his experiences with incorporating humor into his writing. The importance of not taking the profession too seriously and the impact of humor. Remote Auditing and Modern Challenges [09:36-11:08] Discussion on the topic of remote auditing and its effectiveness. Mike's views on the current trends and challenges in the internal audit profession. Future Plans [11:09-13:08] Mike talks about his future plans post-retirement. His continued involvement in training, writing, and other passions. Final Thoughts [13:09-15:57] Mike's advice for other internal auditors on writing and following their passions. The IIA Related Content: Interested in this topic? Visit the links below for more resources: Mind of Jacka: 900 Posts: Now What? Jacka, Mika."Alice In Auditland" Internal Auditor, Dec. 2009, pp. 56 - 61.  Jacka, Mike. Auditing Humor and Other Oxymorons. FPACTS, 2016. Find more blogs and articles on Internal Auditor Magazine's website   Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer

Tim Fletcher is Gen Re's VP, Senior Emerging Issues Specialist, and an avid contributor to Gen Re's blog, and he edits the UM/UIM Liability Laws Survey. He is a graduate of the University of Minnesota (Bachelor of Arts, Journalism) and the Michell-Hamline School of Law (Juris Doctor), and currently serves on CPCU's Reinsurance, Excess & Surplus Lines Interest Group and as chapter governor for the Upper South Region. He is a founding member of the Atlanta Insurance Coalition for Change and a guest lecturer on Risk Management and Insurance at Georgia State University and many industry organizations. In this episode of In the Know, Chris Hampshire and Tim explore emerging issues and exposures in the insurance industry, including AI, forever chemicals, social inflation, and medical advancements.   Key Takeaways Tim's journey from journalism to the insurance industry. The current state of the industry in the face of climate change. Messaging ways to reduce premiums with improved building processes. AI's impact on the present and future state of the insurance industry. Trends to be aware of in the AI space. Forever chemicals and microplastics as critical exposures that impact insurance. Social inflation and nuclear verdicts now and in the future. Growth and implications of autonomous vehicles and humanoid robots. Evolving technologies in the medical field. Addressing the talent gap in the insurance industry. A first look at the next generation of insurance agents. A five-year look at the technology-enhanced insurance industry. Tim's adventurous advice to his early-career self.   Quotes “There are opportunities for the insurance industry to better communicate its message.” “We're on the dawn of something significant that's going to be very interesting and exciting.” “I don't think there's any other profession that has a greater misunderstanding from what the public thinks it is to what it really is than the insurance industry.” “Your CPCU designation gives you a nice exposure to all facets of the insurance industry.” “Don't just put your CPCU designation on the shelf. Get active!”

Lori Hurkin is the Director of Casualty Claims at Nationwide Insurance. Lori has over 31 years of experience and has worked for State Farm and Nationwide. Lori spent six years honing her leadership skills and facilitating effective communication within teams as a development trainer. She has 24 years of experience in auto claims and has navigated every stage of the claim life cycle in multiple leadership roles. Lori achieved her CPCU certification in 2003 and has remained involved with the Iowa chapter and the Ethics Committee at the national level. Lori holds several prestigious designations, including CLU, CFC, SCLA, and CIC. She is a certified facilitator for both the Vital Smarts Influencer program and Corporate Coach U's Coaching Clinic. In this episode of In the Know, Chris Hampshire and Lori discuss ethics, the past, present, and future of claims, and Lori's approach to leadership training.   Key Takeaways Lori's customer service background led her into the insurance industry. In technical claims, Lori works to implement enhanced claims automation. The current state of claims automation. AI's role in the evolution of automation is encouraging but still limited. Insights into the threat actor space. The importance of ethics and insurance is highlighted in the CPCU space. Examples of ethical dilemmas in insurance. Solid leadership development in the next generation of the insurance industry. Lori's message to anyone considering a career in claims. The benefits of the CPCU designation. A five-year look at the future of the insurance industry. Lori's encouraging advice to her early career self.   Quotes “There are a lot of companies that are looking to capitalize automation, not only for the company but for the customer.” “Doing the right thing may not always be the simple answer in insurance.” “We need to make sure that we are creating and developing professionals in our baseline associates.” “Creating that world-class underwriter mindset is very important.”  

Ryan White serves as Assistant Vice President and Director of Ceded Reinsurance at UFG Insurance. He has held the roles of associate, commercial, and senior underwriter, underwriting supervisor, and the first underwriting manager of UFG Online. In 2021 he was named Assistant Vice President and recently transitioned into the newly created role of Director of Ceded Reinsurance. White holds extensive reinsurance experience, a BBA in Finance, and an MBA from the University of Iowa. He also holds the CPCU, ARe, AU-M, AU, and Associate in General Insurance (AINS) professional designations. He has served on the board of the Cedar Valley CPCU Chapter since 2020, and recently joined the CPCU Reinsurance and Excess Surplus Lines Interest Group in 2023, serving as Vice Chair for the 2024 term. In this episode of In the Know, Chris Hampshire and Ryan discuss launching an online platform in the reinsurance sector, ceded risk and reinsurance, and the career benefits of earning the CPCU designation.   Key Takeaways Unlike so many, Ryan entered the insurance industry intentionally. Reinsurance or primary insurance? Ryan weighs in. Details of the ceded reinsurance marketplace. Essential skill sets that aided Ryan's rise from associate to management. The highs and lows of launching an online digital platform. The impact of the pandemic on Ryan's work. Lessons learned while transitioning from the small business digital platform to the reinsurance arena. A tailored approach to meeting the ceded reinsurance needs of each client. An overview of the breadth of ceded reinsurance coverage. Ryan's motivation behind his involvement in the CPCU Society. Reinsurance & Excess Surplus Lines Symposium 2025. Iowa as a global insurance hub. Ryan's perspective on earning both the MBA and the CPCU. Ryan's message to anyone considering the reinsurance sector. A five-year look to the future of the insurance industry and AI. Advice from current Ryan to his early career self.   Quotes “Launching an online digital platform was a really exciting time in my career and in the company.” “No matter what part of the industry you're in, it's all about relationships.” “The opportunities that are in front of you in the reinsurance industry are unlimited.”

The Institute of Internal Auditors Presents: All Things Internal Audit In this episode, Mike Levy talks with Mike Jacka about the growing role of advisory services in internal auditing. They discuss how today's internal auditors are offering strategic insights that go beyond assurance work. They also cover how to balance objectivity with advisory work, how to fit advisory into audit planning, and how to show the value of these services. Host: Mike Levy, CIA, CRMA, chief executive officer and managing principal, Cherry Hill Advisory  Guests: Mike Jacka, CIA, CPA, CPCU, CLU, chief creative pilot at Flying Pig Audit, Consulting and Training Solutions  Key Points:  Introduction [00:00-00:06] The role of advisory services in internal audit [00:07-00:27] Balancing objectivity with advisory work [00:28-02:06] Early engagement and its impact on risk management [02:07-04:49] Real-world example: social media consulting [04:50-05:56] Advisory services in small vs. large internal audit functions [05:57-07:06] Pre-implementation reviews as a key advisory opportunity [07:07-09:32] Addressing the fear of losing objectivity in advisory work [09:33-10:45] Demonstrating advisory value to audit committees [10:46-14:08] Using assurance work to identify advisory opportunities [14:09-17:02] Developing skill sets for effective advisory work [17:03-19:03] The impact of strong relationships and trust in internal audit [19:04-22:41] How the Global Internal Audit Standards support advisory services [22:42-26:06] Fostering an advisory mindset within audit teams [26:07-28:18] Strategies for internal auditors to enhance their influence [28:19-30:37] Final thoughts and advice for internal auditors [30:38-32:00] The IIA Related Content: Interested in this topic? Visit the links below for more resources: Learning Solutions: The Advisory Engagement Visit The IIA's website or YouTube channel for related topics and more. Resources Mentioned: The IIA's Complete Global Internal Audit Standards The IIA's Cybersecurity Topical Requirement The IIA's External Quality Assessment (EQA) The IIA's Emerging Leaders Mentoring Program Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer

Marisol Schulte, CPCU, AIC, is a Senior Consultant of Personal Lines Strategic Planning and Insurance at TransUnion. Marisol supports in developing and executing TransUnion's product strategy for the personal lines property and casualty markets. She has over 18 years of property and casualty insurance experience, beginning in claims, with additional positions in R&D and Product Management for State Farm, CSAA, and Farmers. Schulte attained her CPCU in 2017 and graduated cum laude from California State Polytechnic University, Pomona with a bachelor's and master's degree in Mathematics. In this episode of In the Know, Chris Hampshire and Marisol examine the current conditions in Southern California in the wake of the January 2025 wildfires and discuss her journey in the insurance industry.   Key Takeaways Marisol's humble upbringing underscored the importance of education. From claim rep to actuarial work to the vendor side, Marisol has found there is always something new to learn in the insurance industry. You don't need to have a family member in the industry to succeed in your insurance career. The importance of networking in a successful career. The impact of the Southern California wildfires on insurance ratings and carrier approvals. Increasing insurance premiums are creating unique challenges for vendors.  Long-term solutions for insurance in California. The pros and cons of moving from claims to strategy. CPCU courses provide insights into every aspect of the insurance industry. Marisol's decision to move from the carrier to the vendor side. Insurtech aims to address the unicorns of the technology industry. Marisol's decision to earn her CPCU designation stemmed from the example of her mentors.  Insights into what's coming next in the insurance industry, the market, and the economy as a whole.  A five-year look at the future role of insurance in the constantly changing environment. Strategies for fostering a more welcoming insurance industry. Marisol's bold advice to her early career self.   Quotes “If you are willing to network, there will be someone willing to help.” “Beyond just insurance, there has to be something more that someone comes up with that helps with the new climate that we're in.” “Going through the CPCU courses allowed me to see what else is out there.” “In CPCU courses, I was having deeper and more meaningful conversations with different folks within the insurance industry.” “Everything is changing, and we have to keep abreast on how we can provide solutions in this changing environment.”  

Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. Joining them is Jeff Perry. The conversation begins with an outline of what homeowners' insurance covers and what it does not. Specific topics reviewed include coverage limits, earthquakes, and flood risks. Doug offers advice concerning the value of a guaranteed replacement endorsement. For more information about Doug MacDonald, check out the link below: https://riskadvice.com/ For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

As Vice President of Operations at BLISCare, Maia Jarvis provides executive leadership for the company's MGU activities, spearheads product development, and oversees the ever-evolving BLISCare insurance management platform. With over 10 years of experience in the insurance industry (focused on creating innovative, niche solutions) and more than two decades of leadership under her belt, Maia has mastered the art of problem-solving and resource-wrangling. A key player in the launch of the BLISCare captive, Maia now serves on its Board of Directors. Maia earned her BA from the University of Portland and her MBA in IT Management from Western Governors University. She holds CPCU and ARe designations along with several Salesforce certifications; she is working on her ACI (Associate in Captive Insurance) certification. In this episode of In the Know, Chris Hampshire and Maia explore the niche products offered at BLISCare, how this captive was formed, and the many exciting careers that can be found in the insurance industry.   Key Takeaways   Maia's insurance career started, like so many, somewhat unintentionally. The offerings at BLISCare began with a problem that needed to be solved. Lessons learned as this niche bariatric program launched. Marketing this targeted product started with word of mouth and has expanded with the help of medical provider referrals. The benefits behind the decision to create this captive product. Maia's journey from executive assistant to establishing a captive product with alternative risk financing was successful, in part, because of her mentors. An overview of the benefits of earning CPCU, ARE, and ACI certifications. Maia's IT Management MBA helps her understand how to cultivate solutions in the insurance industry. The exciting role of IT in navigating industry pain points to find solutions. Maia's message to anyone who is considering an insurance career. A promising look at the five-year future of the insurance industry. Maia's motivating advice to her early-career self.  

On the latest episode of the J.D. Power Insurance Intelligence Podcast, the team discusses insurance implications from the California fires and takes a look at the year ahead to discuss what they expect to see for the industry in 2025. This episode covers these topics and more: -- Shopping and switching trends -- Digital channels for claims -- The role of the Agent and training opportunities -- Upcoming events including the AI + Insurance event (register here: https://hub.jdpower.com/ai-insurance) Hosted by: Michael Vermillion, VP and General Manager, Insurance Intelligence Featuring: Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence Mark Garrett, Director, Insurance Intelligence Craig Martin, Executive Managing Director, Insurance Intelligence

In this episode of Power Producers Podcast, David Carothers sits down with Andrew Kelly from AJ Wayne & Associates, Inc, a seasoned wholesaler specializing in professional liability. Together, they dive into the evolving landscape of professional exposures and the critical role wholesalers play in supporting producers and navigating the hardest market many have ever experienced. From Andrew's inspiring 21-year journey in the industry to actionable advice for retail agents, this conversation offers valuable insights for anyone looking to sharpen their approach to professional liability. Key Points: Andrew Kelly's Journey Andrew shares his unique path from an admin role to becoming a trusted wholesaler, emphasizing the value of mentorship, persistence, and continuous learning. The Importance of Complete Submissions Andrew highlights how detailed, well-prepared submissions can foster better partnerships with wholesalers and lead to more efficient and effective results. The Role of Education and Designations Both David and Andrew stress the significance of professional designations like RPLU, CPCU, and others in building expertise and trust in the industry. Navigating the Hard Market The discussion explores strategies to thrive in today's challenging insurance market, from focusing on relationship-building with underwriters to leveraging market conditions to differentiate as a producer. The Power of Partnerships Andrew emphasizes that insurance works best as a collaborative effort between agents, wholesalers, and underwriters, underlining the importance of mutual respect and long-term relationship investment. Connect with: David Carothers LinkedIn Andrew Kelly LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp AJ Wayne & Associates, Inc Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

On this podcast episode, Travelers Institute® President Joan Woodward shares a conversation she had with Peter Miller, CPCU, President and CEO of The Institutes, to hear his thoughts on the transformative potential of the Predict & Prevent® model in risk management and insurance. He explored how this proactive approach could leverage artificial intelligence and other cutting-edge technologies to enhance safety for policyholders, minimize disruptions to their businesses and daily lives, and reduce associated costs for insurance companies.Learn more about The Institutes: https://global.theinstitutes.org/Learn more about Predict & Prevent®: https://www.predictandprevent.org/Listen to Peter Miller's “Predict & Prevent” podcast on Apple Podcasts® or Spotify.---Visit the Travelers Institute® website: http://travelersinstitute.org/Join the Travelers Institute® email list: https://travl.rs/488XJZM Connect with Travelers Institute® President Joan Woodward on LinkedIn: https://www.linkedin.com/in/joan-kois-woodward/

Today, we are joined by Kevin Ray, Vice President of Learning and Development at Erie Insurance. Kevin joined Erie Insurance in 1992 and is the Vice President of the Learning & Development Department at Erie Insurance. He leads a team of Employees who design and deliver learning training for ERIE Agents, Employees, Leaders, and Partners with business areas to assess and implement training solutions. He has held various positions in the department as an Education Specialist, Education Consultant and Delivery Manager.  He previously worked as an Underwriter in the Personal Lines Underwriting Department after completing The ERIE's first Multi-Line Underwriter Training Program. Kevin is Chairman of the CIC Board of Directors for The National Alliance for Insurance Education and Research and is a past Chairman and Board Member of the Academy Board of Directors. Kevin is a Member and Chair of the Inclusion, Diversity & Equity Awareness (IDEA) Committee of the Society for Chartered Property Casualty Underwriters, is the 2024 President of the Presque Isle Chapter of CPCU, is an Advisory Board Member of The Institute for Management Studies and a member of the Ohio Insurance Institute's Education Committee.  He has been a long-time instructor of insurance courses for The Institutes and was recognized as an Outstanding Course Leader. Kevin has served as Co-Lead of ERIE's synERgIzE Employee Resource Group which promotes events and education in support of ERIE's diversity & inclusion initiatives. Reach out to Kevin: kevin.ray@erieinsurance.com In this episode, we discuss the evolution of leadership development at Erie Insurance over Kevin's 33-year tenure, emphasizing the company's commitment to internal growth, strategic alignment with core capabilities, and the importance of empathy and self-development for leaders.  Kevin shares the unique challenges in the insurance industry and how Erie addresses them, including their partnership with IMS.  Learn more about their leadership training programs and get valuable insights on strengthening your own leadership development strategies. - Website and live online programs: http://ims-online.com Blog: https://blog.ims-online.com/ Podcast: https://ims-online.com/podcasts/ LinkedIn: https://www.linkedin.com/in/charlesagood/ Twitter: https://twitter.com/charlesgood99 Chapters: (00:00) Introduction (00:46) Kevin's Journey to Erie Insurance (03:23) Leadership & Development at Erie Insurance (04:44) The Evolution of Leadership Programs (08:09) Partnership with IMS (12:45) Challenges in the Insurance Industry (18:09) Advice for Strengthening Leadership Programs (20:52) Conclusion

This episode of In The Know features incoming 2025 CPCU President Sherry McFadden. Sherry recently retired from her position as Director of Enterprise Customer Care in Phoenix, AZ. Throughout her 34-year career with State Farm, she held various leadership roles in human resources, personal lines underwriting, and claims. Ms. McFadden has completed several insurance designations including CPCU, CLU, ChFC, and FLMI. She also holds a Master of Science degree in Human Resources from the University of North Florida and a Bachelor of Science degree in Economics from Tougaloo College, MS. Sherry has served as a member of the executive board of the CPCU Society Leadership Council. She held leadership roles as the past Mountain States governor, past president, and vice president of the AZ CPCU Chapter. She has also served as the current board chair of the Greater Phoenix Urban League, the Western Region Board Trustee with the National Urban League, a member of the National Urban League Council of Board Chairs, and president of her local chapter of the Alpha Kappa Alpha Sorority, Inc. Together with Chris Hampshire, Sherry highlights her progressive career roles and leadership experience, the opportunities that her CPCU designation has provided in her career, and her vision for the CPCU Society in the coming year.   Key Takeaways   Sherry's path toward the role of 2025 CPCU President. The analytical side of insurance has always appealed to Sherry. Relocating seven times has offered challenges and rewards for Sherry's career. Major changes to the industry over the last three decades. The importance of continuing education in Sherry's career. DEI is an integral part of attracting new talent to the insurance industry. Sherry's involvement in the CPCU Society started with a desire for career movement and a rewarding challenge. As the 2025 CPCU President, Sherry will focus on striving for excellence. Encouragement for anyone who is considering joining the CPCU Society. A look at the future of technology and talent in the industry. Sherry's self-reflective advice to her early career self.   Quotes “My CPCU designation has helped me grow professionally, academically, and also as a leader.”  “When there's change, there's always risk, but there's also opportunity.”  “My CPCU designation is all about career movement and the opportunity to prove my intelligence and my abilities.”  “In the CPCU Society, the one thing we all have in common is the pursuit of our designation.”  

On this episode of our podcast, the team takes a look back at the biggest stories to influence the insurance market in 2024. This episode covers: - The return to profitability - Shopping and switching trends - The rise of the importance of trust - Claims bright spots - And more! Hosted by: - Michael Vermillion, VP and General Manager, Insurance & Healthcare Featuring: - Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence - Mark Garrett, Director, Insurance Intelligence - Scott Quarderer, Managing Director, Insurance Intelligence

Watch the full video here:  https://youtu.be/h-Hikaq7-tY   SBA Gauranteed Loans and Mr. Cappuccino Vending Franchise at The Liquidity Event   For more information, text "FRANCHISE24" to +19048224262   Upcoming Opportunities The Liquidity Event: The next session, scheduled for January 9, 2025, will continue to explore franchising and wealth protection strategies. Don't miss your chance to unlock practical tools for financial freedom.  https://entreprenudist.com/liquidity Black Entrepreneurship and Technology Summit (B.E.A.T.S.): From February 27 – March 1, 2025, this summit will bring together forward-thinking entrepreneurs and thought leaders to discuss the future of business and technology. Secure your spot for unparalleled networking and learning opportunities. https://blackentrepreneursummit.org/   Local Business Leaders Gather to Empower Entrepreneurs at "The Liquidity Event" Jacksonville, FL – November 21, 2024 Business owners, aspiring entrepreneurs, and community leaders convened at Maggiano's in Jacksonville, Florida, for "The Liquidity Event," an impactful luncheon aimed at fostering business growth and financial literacy. Hosted by wealth strategist Randolph Love III, ChFC®, CPCU, of ShieldWolf Strongholds, [https://shieldwolfstrong.com/]the event featured engaging presentations, networking opportunities, and actionable insights for attendees. Prominent speakers included Jonel Hein, District Director for the U.S. Small Business Administration's North Florida District Office, and Nelson Mendez, Founder of Mr. Cappuccino Franchise. Hein shared invaluable knowledge about the SBA's resources, including mentorship programs, disaster recovery support, and funding options for small business owners. Mendez inspired attendees with his journey of building a successful franchise, emphasizing the importance of determination and community connection. Highlights of the Event Jonel Hein's Expertise: As the District Director covering 43 counties, Hein emphasized the SBA's pivotal role in providing financial and operational guidance to small business owners. Nelson Mendez's Journey: The founder of Mr. Cappuccino detailed his path to entrepreneurial success, offering practical advice on scaling and sustainability. Interactive Networking Opportunities: Attendees were encouraged to connect, exchange ideas, and establish partnerships. Exciting Raffles: The event concluded with engaging giveaways, including MetaQuest 3S Metaverse goggles, symbolizing a push toward innovation in business practices. Save the Date for the Next Liquidity Event! Following the resounding success of this gathering, the next Liquidity Event will take place on January 9, 2025, at 6:30 PM ET, once again at Maggiano's in Jacksonville. Entrepreneurs and business leaders are encouraged to register at https://entreprenudist.com/liquidity to secure their spot. Special Call to Action: The Black Entrepreneurship and Technology Summit Attendees are also invited to join the Black Entrepreneurship and Technology Summit, happening February 27 – March 1, 2025, in Tuskegee, Alabama. This summit will explore innovation and growth opportunities for Black entrepreneurs. Learn more and register at https://blackentrepreneursummit.org/. About The Liquidity Event: "The Liquidity Event" is a platform designed to empower entrepreneurs with education, resources, and networking opportunities. Hosted monthly, the series invites thought leaders and industry experts to share their insights and inspire attendees to elevate their businesses.

Rajesh Narayan is a seasoned insurance industry leader with experience in driving technology innovation, operations transformation, and business agility. In his early industry roles at Majesco, IDP, and ValueMomentum he has architected and deployed core insurance systems across on-premises, cloud, and SaaS environments. In the last decade, he has taken on global roles at Genpact (AVP, Underwriting Transformation), RMS (Sr. Director, Analytical Services), and Gartner (Senior Director Analyst). In these roles, he has led teams in underwriting transformation, digital-first operational transitions, and new product and distribution strategies and authored research on climate risk, IoT, and emerging technologies in P&C insurance. To help other career seekers in insurance follow a path of continuous education that leads to career building, Rajesh wrote Unlocking Insurance Careers. Today on In The Know, Chris Hampshire and Rajesh consider his career in the insurance industry, his experience with international programs, why he authored a book, and his role at the intersection of technology and insurance.   Key Takeaways   Rajesh's journey into insurance began with a curiosity about technology. A desire to help people develop their careers led to Rajesh's first book. Key features that drew Rajesh into the risk management and insurance sector. The rapidly evolving role of technology in the insurance space. The globalization of insurance and technology from the viewpoint of a native Indian. The CPCU provides opportunities to continue education and stay relevant. Rajesh shares his motivation to write a book. The potential impact of GenAI on the insurance industry in coming years. Unique offerings for anyone who is considering joining the insurance industry. Possible five-year changes to the future of the industry. Rajesh shares advice for his early-career self.   Quotes “All of this was shaped by my early quality experiences with the CPCU.” “This is a thrilling time to be in the execution space where the inflection point of technology is making insurance so much more democratized.” “It's not just the skills or knowledge, it's also the aptitude and the network that you build that defines how far you take your career.” “I just wish I knew about the CPCU Society earlier in my career.”

Watch The Video Here:  https://youtu.be/kIQ4urF2FnU   Jacksonville, FL – October 24, 2024 – Local business professionals and entrepreneurs convened for The Liquidity Event, hosted at Maggiano's in Jacksonville, Florida. This dynamic lunchtime event featured three inspiring speakers who delivered actionable insights: Jonel Hein, District Director for the U.S. Small Business Administration North Florida District, shared critical resources available to small businesses through SBA's consulting, financing, and disaster recovery programs. T.R. Richardson, Chief Training Officer of Richwood International, provided an in-depth look at government contracting, offering practical strategies for navigating the process and scaling business opportunities with local, state, and federal agencies. Randolph Love III, ChFC®, CPCU®, CLU®, and Founder of ShieldWolf Strongholds, empowered attendees with innovative financial strategies to grow and protect wealth.   Attendees left inspired and better equipped to tackle business challenges, take advantage of government contracts, and leverage resources for long-term growth. "If you're not exploring government contracting as a small business owner, you're leaving revenue on the table," said T.R. Richardson, whose presentation drew significant interest. Interactive discussions, networking, and opportunities to showcase businesses were highlights of the event. Participants were also introduced to SBA's Thrive program, which supports small business owners with growth strategies over six months. One attendee remarked, "This event was packed with value. The resources shared by the speakers will have a lasting impact on my business." Mark Your Calendar for the Next Liquidity Event The next Liquidity Event is set for January 9, 2025, at 6:30 PM ET at Maggiano's in Jacksonville, Florida. This after-hours format will provide even more opportunities to network and learn from industry leaders. Don't miss the chance to gain practical tools to elevate your business. Register Now Seats are limited! Secure your spot by visiting https://entreprenudist.com/liquidity or contacting ShieldWolf Strongholds at 904-822-4262. About The Liquidity Event: The Liquidity Event is a monthly gathering designed to equip business owners with the knowledge, tools, and connections necessary to achieve success and scale sustainably.

Insurance vs History is a podcast that examines the intersection of insurance and history. Meredith Brasher is a 20-year veteran of the insurance industry, specializing in General Liability, Umbrella and Excess insurance products, wording development, and education. She also has extensive experience in the development and management of MGA programs, as well as auditing for MGA programs and Casualty books of business.She has both a Bachelor's and Master's degree in history, as well as her AU, ASLI and CPCU designations in insurance. She currently works as an insurance consultant, historian, and, sometimes, as a professional actor.www.insurancevshistory.comLinked in: friend/follow me at Meredith BrasherDive deeper into the fascinating history of insurance and discover how it has shaped the world we live in today. Explore A Tedious Brief History of Insurance—a captivating publication that uncovers pivotal moments, groundbreaking innovations, and the enduring impact of insurance through the ages. Perfect for industry professionals, history enthusiasts, or anyone curious about the roots of risk management. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Want to share your thoughts? Fill out our listener form Request A Customized Workshop For Your Company In this episode of "Negotiate Anything," Kwame Christian is joined by Crystal Ware, ESQ, CPCU, to discuss the multifaceted concept of value in professional settings. Crystal shares her insights on helping women recognize their inherent worth beyond mere salaries, offering practical strategies to self-promote and negotiate effectively. The episode delves into her six-part framework, "Earn It," designed to empower women to close the pay gap and achieve career satisfaction. Listeners will leave the conversation with actionable advice and a renewed perspective on how to leverage their unique skills for maximum career advancement. What Will Be Covered: The importance of understanding and communicating your inherent value in professional settings. Crystal Ware's six-part framework, "Earn It," for effective negotiation. The role of mindset in self-promotion and closing the gender pay gap. Connect with Crystal Want to subscribe to "The Clarity" Newsletter, visit us here: www.crystalwaremedia.com Follow Crystal on LinkedIn crystalwaremedia.com  cadenceinsurance.com  https://linktr.ee/crystalware Listen to Get Clear with Crystal Ware Podcast Contact ANI Request A Customized Workshop For Your Company Follow Kwame Christian on LinkedIn The Ultimate Negotiation Guide Click here to buy your copy of How To Have Difficult Conversations About Race! Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life! What's in it for you? Exclusive Advice: Gain insights from top negotiation experts. Community Support: Connect with a like-minded community focused on growth. Personal & Professional Growth: Unlock strategies to enhance every aspect of your life. You deserve to negotiate more of the best things in life, and now you can! Don't wait—be the first in line to experience this game-changing resource.

Want to share your thoughts? Fill out our listener form Request A Customized Workshop For Your Company In this episode of "Negotiate Anything," Kwame Christian is joined by Crystal Ware, ESQ, CPCU, to discuss the multifaceted concept of value in professional settings. Crystal shares her insights on helping women recognize their inherent worth beyond mere salaries, offering practical strategies to self-promote and negotiate effectively. The episode delves into her six-part framework, "Earn It," designed to empower women to close the pay gap and achieve career satisfaction. Listeners will leave the conversation with actionable advice and a renewed perspective on how to leverage their unique skills for maximum career advancement. What Will Be Covered: The importance of understanding and communicating your inherent value in professional settings. Crystal Ware's six-part framework, "Earn It," for effective negotiation. The role of mindset in self-promotion and closing the gender pay gap. Connect with Crystal Want to subscribe to "The Clarity" Newsletter, visit us here: www.crystalwaremedia.com Follow Crystal on LinkedIn crystalwaremedia.com  cadenceinsurance.com  https://linktr.ee/crystalware Listen to Get Clear with Crystal Ware Podcast Contact ANI Request A Customized Workshop For Your Company Follow Kwame Christian on LinkedIn The Ultimate Negotiation Guide Click here to buy your copy of How To Have Difficult Conversations About Race! Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life! What's in it for you? Exclusive Advice: Gain insights from top negotiation experts. Community Support: Connect with a like-minded community focused on growth. Personal & Professional Growth: Unlock strategies to enhance every aspect of your life. You deserve to negotiate more of the best things in life, and now you can! Don't wait—be the first in line to experience this game-changing resource.

This week, Meghan and Jen welcome to the Claims Never Sleep Podcast, Megan Eckstrom, CPCU, MSIM  Vice President, Head of Claims at The Philadelphia Contributionship | Claims Management | Operational Efficiency | Optimizing Outcomes through Building Relationships and Strategic use of Data

On the latest episode of our podcast, the team explores the results of the 2024 Auto Claims Satisfaction Study. This episode covers: - Why claims are such a critical part of the customer relationship - How premium increases have influenced satisfaction with the claims experience - Specific focus areas for claims process improvement - And more! Hosted by: - Carolyn Kibat, Director, Marketing Automation & Strategy Featuring: - Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence - Mark Garrett, Director, Insurance Intelligence

Tony chats with Aaron Wright, Director of Strategy at Earnix, they help underwriters, actuaries, and product managers to utilize the data they have correctly, to leverage analytics and AI, simulate and forecast the results of decisions they make. Overall, it helps insurance companies to make better decisions AND to put those decisions into productions WITHOUT waiting for IT to do it for them. Fantastic conversation with Aaron who is both a CPCU and a FCAS credentialed actuary.Aaron Wright: https://www.linkedin.com/in/aaron-wright-fcas/Earnix: https://earnix.com/Video Version: https://youtu.be/EcEQYt57C2Y

Jo Lynn Clemens, CPCU, ARM, is the CEO and Founder of RiskKarma.io, a strategic risk intelligence solution to reduce claims and improve workplace culture. Jo Lynn has over 20 years of experience in risk, compliance, and litigation, which includes her role as president of JJC Insurance Services, LLC and her past experiences as an auditor for Underwriters at Lloyds of London, director of legislation and research for Arizona CPCU Society, regional chair for Claim Litigation Management Alliance (CLM), 2010 Delegate Ambassador to China for global Society of CPCU and special examiner to the insurance commissioner of Arizona's Department of Insurance. Jo Lynn has served as a thought leader in artificial intelligence, insurance, compliance, and the future of work. She has also served as an expert panelist and speaker for the CPCU Society, the Claims Litigation Management Association, Arizona State University, and the International Association of Defense Counsel. Live from Risk World 2024 in San Diego, this episode of the In The Know podcast features Chris Hampshire and Jo Lynn for a conversation about the number one topic at this year's RIMS RISKWORLD conference — the possibilities and future of AI.   Key Takeaways   Jo Lynn's unique and varied journey in the insurance industry. From the perspective of a mother, Jo Lynn is constantly looking at what the future holds and what society looks like. Common litigation topics that can be addressed by AI. Jo Lynn is working to create key risk indicators before risk occurs. Utilizing AI to scrutinize department policies and practices. Diversity quotients can be tracked by AI. Does AI have the potential to truly revolutionize the insurance industry? Addressing common concerns about AI. Increased diversity efforts can help address the talent gap. Jo Lynn's experience as a female leader in the industry. The current state of diversity in the insurance industry. Technology in the insurance sector is improving and has a great future. A five-year look at the future of technology. Overcoming the challenges of technology adoption. Jo Lynn's message to those entering the technology facet of the insurance industry.   Quotes “In insurance, you're learning something new every day.” “With the perspective of a mother, I'm looking at what the future holds and what society looks like.” “AI has the potential to truly revolutionize the insurance industry.” “This is just like the industrial revolution. People fear the unknown.” “Diverse corporations not only perform better productivity-wise but the profits have been proven.” “I see exponential change in the future of technology.” “Technology is probably the most needed employment area of our industry.”

Level up your industry language by visiting www.riskeducation.org/insurtech to learn about a brand new self-paced course developed with BrokerTech Ventures: Introduction To Insurance for Insurtech Professionals. Douglas Ver Mulm is currently the Chief Executive Officer at Turris, a financial infrastructure platform for the insurance industry. Prior to this, Douglas was the Co-Founder & CEO at Stable Insurance, focusing on distribution and analytics for insurance in the shared/on-demand economy. With a background in law and economics/finance, Douglas has also served as a Volunteer Executive Director at InsurTech Association and as a Lead Mentor at Founders Network. Garrett Droege, CIC, CPCU, CLCS, CBIA, CWCA, CRIS serves as Senior Vice President and Director of Innovation and Digital Risk Practice Leader at IMA Financial. His role oversees IMA's national focus in the technology, and digital risk verticals (collectively called the Advanced Industries Specialty). He also co-manages IMA Labs, IMA's insurtech innovation, investment, and strategy with BrokerTech Ventures. Additionally, he is part of the founding team of IMA's web3Labs initiative and helped IMA become the first broker to build an insurance and risk management facility in the metaverse and issue the industry's first “proof of coverage” via blockchain/NFT. He serves on the Crypto.Chicks NFT Advisory Board and consults with several other NFT projects.Prior to his current role, he served as CEO/Executive Director of TechAssure Association, Inc., an international consortium of insurance agents/brokers specializing in technology-related risks.  Garrett's expertise includes Errors & Omissions, Cyber, and Technology Risk Management. Additionally, he is a brokerage technology specialist – focused on InsurTech, AMS/BMS/CRM platforms, data mining, and client journey tech stack development. Garrett has designed complex insurance and risk management programs for some of the most sophisticated and diverse tech businesses in the country.  These include firms in info tech, medical technology, telecommunications, new media and all types of digital risk and blockchain. Garrett is an alumnus of University of North Carolina at Wilmington and The Hartford School of Insurance.  He was named to the Charlotte Business Journal's 40 Under Forty list and Insurance Business America's Young Guns of Insurance list. Garrett is routinely featured in national publications and media productions, including NPR's All Things Considered.  He holds the esteemed Chartered Property Casualty Underwriter (CPCU) and Certified Insurance Counselor (CIC) industry designations, among others. He has been a featured keynote speaker for numerous organizations, including: Federal Bureau of Investigation, National Public Radio, CIO Magazine, Society of CPCU, Insurance Innovators, FinTech Association of Hong Kong, Net Diligence, Healthcare Information & Management Systems Society (HIMSS), Information Systems Audit and Control Association (ISACA), North Carolina Technology Association, Texas Blockchain Council and many more. Droege has been named three times to the Hot 100 List – a group of the top 100 insurance professionals that have “moved the industry forward” over the past 12 months. Garrett also serves as an advisor and mentor to several technology startup companies and has extensive relationships with global accelerator programs and investors. He is a frequent guest on business podcasts including: “The Insurance Guys”, Lowenstein Sandler's “Don't Take No For An Answer,” “InsurTech Geek Podcast,” “Beyond Insurance,” “A.I. Wisdom,” “The Insurance Coffeehouse,” has context menu Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

On the latest episode of our podcast, Amy Feeman from our Consumer Insights division joins us to explore the role of insurance agents in the current market. This episode covers: - Whether customers still want to work with agents - How interactions with agents influence customer actions - How carriers can empower agents to improve the customer experience - And more! Hosted by: - Michael Vermillion, VP and General Manager, Insurance & Healthcare Featuring: - Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence - Mark Garrett, Director, Insurance Intelligence - Amy Feeman, Sr. Analyst, Consumer Insights

Ben Boas is an Underwriting Trainee for Markel Specialty's Environmental team in Richmond, VA. He graduated from the University of South Carolina's Darla Moore School of Business in 2023 with a degree in Risk Management and Insurance, with a concentration in Business Analytics. Throughout his academic career, Ben completed various internships with Wholesale & Specialty groups as well as the Philadelphia Insurance Companies. He served as the University of South Carolina's Gamma Iota Sigma chapter president and was a CPCU Society student member. He currently holds an ARM designation from The Institutes and is pursuing both his CPCU and ASLI designations. In this episode of the In The Know podcast, Chris Hampshire and Ben discuss his internship opportunities, how writing has impacted his career, and his experiences as a member of Gen Z entering the insurance industry.   Key Takeaways   Ben's interest in golf led him to explore Risk Management and Insurance. The internship and full-time position offerings of Gamma Iota Sigma. Ben's experience with WSIA internships was an experience like no other. Key takeaways regarding networking in the insurance industry. A Philadelphia insurance internship allowed Ben to learn more about the marketing aspect of the industry. The role that networking played in Ben securing a position at Markel. The value of earning designations throughout your career. As a CPCU scholarship recipient, Ben began working on his designation before he graduated. Attracting Gen Z talent to the insurance industry by effectively marketing the opportunities. A look at the growing future of the insurance industry. Ben's goals for his career trajectory include emerging trends and an MBA. A five-year look at the growth of technology use within the insurance industry. Ben's advice for his early-career self.   Quotes   “I felt I needed to give back and show students all of the internship and full-time positions Gamma Iota Sigma has to offer.” “My internship with WSIA was an experience like no other.” “I quickly learned how important the networking aspect is in the insurance industry.” “Always continuing your education really can never hurt.” “I was motivated by people with their CPCUs encouraging me and giving me advice to get mine.” “The CPCU Society offers amazing network opportunities and a whole new community outside of your company.” “Insurance is a lot more fun than it sounds… You can do a million different things in the industry.” “The insurance industry utilizes every industry in business.” “As long as you trust your connections and the people around you and the industry as a whole, you're going to be where you want to be.”

In this episode of Let's Get Surety®, we hear from Will Kantlehner IV of Gallagher, and Nate Byerly from Gray Surety, as they share their journies to their surety careers and delve into the intriguing intersection of private equity and surety. They unpack how the introduction of a fourth party, the private equity company, adds additional nuances to the bonding processes though the principles stay the same. Together, they explore the challenges and opportunities arising from private equity firms' involvement in construction companies, the varying levels of knowledge these firms may have about surety and bonding practices, and the overall complexity in understanding this fourth entity. Interested in learning more about Private Equity and Surety check out these great NASBP Virtual Seminars on the topic: The State of Private Equity: Current Trends and Outlook Private Equity's Growing Interest in the Built Environment Private Equity and Bonding Private Venture Owned Business Private Equity for Surety Professionals: What You Need to Know With special guests: Will Kantlehner IV, CPCU, Area Vice President, Gallagher and Nate Byerly, CPCU, Bluegrass Regional Manager, Gray Surety Hosted by: Kat Shamapande, Director, Professional Development, NASBP and Mark McCallum, CEO, NASBP Sponsored by EMC Bond!

Learn more about Marine & Energy Insurance in a PROFocus courses: Course Schedule Steven Paul Weiss, MS-Inc, CPCU, AMIM, NAMS-CMSSteven's experience in Ocean and Inland Marine Insurance includes over 35 years of experience as a Marine Surveyor, Loss Adjuster, Direct Insurance and Reinsurance Underwriter following his eight years of active and reserve service with the U.S. Navy.Steven has recently started Incarnation Specialty Underwriters an Ocean and Inland Marine Delegated Underwriting Authority focused on Cargo, Project Cargo, Transportation and other lines.Previously as Senior Vice President/Chief Underwriting Officer at Munich Re Specialty Group Insurance Services, Steven was responsible for a team of Ocean and Inland Marine Underwriters writing over 140 million in direct premium at loss ratios below 40%. He worked closely with underwriters, brokers, and assureds to minimize risk and maximize return for both parties. Steven has extensively travelled and worked internationally, opening offices in Latin America while at Liberty and worked with insureds on 6 continents.Steven's passions include family, gardening, Sporting clays, the Houston Marine and Energy Insurance Conference and mentoring and developing incoming or current colleagues in the Insurance Space.A lifetime learner and self-professed insurance nerd, Steven received his BA-History from Virginia Military Institute, MS – Insurance Management from Boston University and the Associate in Marine Insurance Management and Chartered Property and Casualty Underwriter certification from the American Institute for CPCU.  Steven is also an active member of the National Association of Marine Surveyors serving as a president (first for 4 years) and now as an International Regional Vice President.In March 2023, Steven was honored with the St Mary's Greehey School of Business “Risk Management Professional of the Year”    Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Connor Thomson is a second-year law student at Villanova University Charles Widger School of Law. After graduating summa cum laude with University Honors from Saint Joseph's University's Maguire Academy of Insurance and Risk Management in 2022, he matriculated to Villanova University Charles Widger School of Law. In March 2023, at the age of twenty-three, Connor earned the Chartered Property Casualty Underwriter (CPCU) designation and began his tenure at Stickley Law, LLC, a boutique insurance defense firm that specializes in fighting fraud. In this episode of the In The Know podcast, Chris Hampshire and Connor consider what Gen-Z is looking for in the insurance industry, what compelled Connor to earn his CPCU designation at such a young age, and what the future of the insurance industry could look like.   Key Takeaways   Connor is a law student and one of the youngest CPCU designations ever. Claims is the aspect of insurance that most appeals to Connor. The value of earning a CPCU designation at an early age. The impact of internships on a successful start to the insurance industry. Volunteer work during law school has helped Connor identify his future. Connor's experience on the stage at In2Risk. Ocular disability has impacted, but not limited, Connor's determination to succeed. Writing and researching are key elements of Connor's continued education. Connor's message to Gen Z about a future in the insurance industry. A five-year look at the future of the insurance industry. Connor's advice to his early career self.   Quotes   “I didn't know much about insurance at the time, but I did a lot of research and learned that insurance is about more than selling policies.” “Claims is the perfect intersection of the law meets business.” “To me, it was an easy choice to pursue the CPCU designation at a very young age.” “There is clearly a dire need for young talent in the insurance industry.” “I think the one strategic business unit that is not getting that much attention is claims.” “The insurance industry has done a great job of investing in the next generation of insurance talent.” “When we get back together in five years, I don't think we'll be discussing this talent shortage anymore.” “There are more people today than ever before making a conscious decision to study risk management and insurance in college.”  

On the latest episode of our podcast, the Insurance Intelligence team is joined by Jim Vecchio from our Autodata Solutions division to talk auto insurance policy pricing accuracy. This episode covers: - Why pricing auto insurance policies accurately matters - What data carriers can leverage to improve pricing accuracy - How to accelerate pricing process improvements across the industry - And more! Hosted by: Michael Vermillion, VP and General Manager, Insurance & Healthcare Featuring: - Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence - Breanne Armstrong, Director, Insurance Intelligence - Jim Vecchio, Head of VIN Products, Autodata Solution Division

Earlier this month, we hosted our Insurance Advisory Board Meeting where our guests and speakers gathered together to dive into critical topics influencing the industry. Tune in as our team discusses key takeaways from our keynote presentation, panel discussions, and conversations with participants.  This episode covers: - Predictions for the economic state of insurance - An overview of digital priorities for the industry - A look at the latest shopping and marketing trends - And more! Hosted by: Michael Vermillion, VP and General Manager, Insurance & Healthcare Featuring: - Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence - Breanne Armstrong, Director, Insurance Intelligence - Mark Garrett, Director, Insurance Intelligence

Ben Rathbun is the President of Rathbun Insurance in Lansing, Michigan. Growing up in the industry, he had his first day at the agency at age seven in 1999, working there through high school and interning at an insurance carrier during college. He joined his father's firm full-time in 2014, became a partner in 2019, and became CEO in 2021 following his father's death. Ben loves solving people's problems, working directly with the community, and creating opportunities for generational wealth. He also owns Genuine Immersion, a company focused on comprehensive internship onboarding programs to enhance diversity in businesses. A third-generation agency owner, Ben's family has deep roots in the business, founded by his grandfather's brothers in 1956. He holds several professional designations, including CPCU, CAWC, and TQA, and has received numerous accolades, such as the Young Agent of the Year award in 2020. Passionate about community involvement, he co-founded the For Good Foundation with his wife to honor his late father and support their local community. Ben is now a leader in business and community all while honoring his industry roots all because…he got a license! Ben Rathbun Online: https://www.rathbuninsurance.com/ Ben Rathbun on LinkedIn: https://www.linkedin.com/in/benrathbun/ Ben Rathbun on Facebook: https://www.facebook.com/rathbunagency/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Buy the 'You Should Get A License' Book: https://a.co/d/cgjRqNT Looking to get into the industry?: ⁠⁠⁠⁠⁠⁠⁠https://Bit.ly//Ysgetalicense⁠⁠⁠⁠⁠⁠⁠ Support this podcast: ⁠⁠⁠⁠⁠⁠⁠https://anchor.fm/ysgetalicense/support⁠⁠⁠⁠⁠⁠⁠ Host Social Media: IG: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/ysgetalicense/⁠⁠⁠⁠⁠⁠⁠ Tik Tok: ⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@ysgetalicense⁠⁠⁠⁠⁠⁠⁠ Linked In: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/groups/12524487/⁠⁠⁠⁠⁠⁠⁠ About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional and Author based in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services directly, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/therodpowell/⁠⁠⁠⁠⁠⁠⁠ Linked In: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/⁠⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support

Welcome to the 100th episode of the In The Know podcast! Today's guest Bruce McEwan is the principal of PROMANCON, an insurance and risk management consulting organization specializing in management, risk management, conflict management, and related organization change projects. Based in Hawaii, Bruce is a retired executive manager for Young Brothers, Limited, a Marine freight transportation company. During his 29-year career as a risk manager, Bruce identified, analyzed, and evaluated risks and developed plans for mitigating and managing risks of many types. In this milestone episode of the In The Know podcast, Chris Hampshire and Bruce discuss his life as a risk manager, his current work in the consulting world, and his thoughts on the future of the industry, including ways to attract new talent.   Key Takeaways   Bruce recalls his entrance into the insurance world and CPCU Society. The impressive responsibilities that Bruce oversaw in his early years. Unique challenges of working in the insurance industry in Hawaii. Recognizing the value of the CPCU designation and recruiting employees who hold it. The importance of sharing industry knowledge with others, especially in retirement. Bruce's motivation behind writing his article regarding the CPCU code. Being a professional means upholding the responsibility to develop and maintain needed skills. Tactics for attracting and developing talent to the insurance industry. Bruce's networking advice to his early career self. Key elements of successful risk management programs.   Quotes   “I recognized that if I was going to be successful as a risk manager, then I best take advantage of the associate courses offered by the institute.” “The Institutes really helped me better prepare myself, not only in insurance but in the other fields I now had responsibility for.” “Students need to be educated about the value of the insurance industry and the roles that they can play and participate in.” “I'm a professional. I have the responsibility to keep abreast of everything and develop and maintain the skills I need to be good at those things.” “We need to get the message across that the insurance business is a service business.” “As you are connecting with other people, take advantage and cultivate relationships that can be helpful in your career.”  “Enterprise risk management is a potential game changer because it is a holistic way of implementing risk management into an organization.”  

Keyson Dingle is an accomplished insurance executive based in Atlanta, GA, holding nine insurance designations and involvement with several professional trade associations. Originally from Jersey City, NJ, Keyson received a football scholarship to Cheyney University in PA, where he balanced his passion for football with an internship in the insurance industry. Graduating in 2018, he entered the insurance industry full-time, quickly earning his Chartered Property Casualty Underwriter (CPCU) designation in just eight months—a process that typically takes years. Since starting in the industry in 2015, Keyson has thrived on diverse opportunities, from underwriting to leadership roles. He is particularly proud of speaking at the CPCU Annual Conferment in 2019 and has been active with the CPCU society ever since. From athletic accomplishment to corporate excellence, Keyson has also thrived as an entrepreneur continuing his journey as a guiding light for the next generation of business leaders all because...he got a license. Keyson Dingle on LinkedIn: https://www.linkedin.com/in/keysondingle/ Keyson Dingle on IG: https://www.instagram.com/kdconsulting_/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Buy the 'You Should Get A License' Book: https://a.co/d/cgjRqNT Looking to get into the industry?: ⁠⁠⁠⁠⁠⁠⁠https://Bit.ly//Ysgetalicense⁠⁠⁠⁠⁠⁠⁠ Support this podcast: ⁠⁠⁠⁠⁠⁠⁠https://anchor.fm/ysgetalicense/support⁠⁠⁠⁠⁠⁠⁠ Host Social Media: IG: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/ysgetalicense/⁠⁠⁠⁠⁠⁠⁠ Tik Tok: ⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@ysgetalicense⁠⁠⁠⁠⁠⁠⁠ Linked In: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/groups/12524487/⁠⁠⁠⁠⁠⁠⁠ About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional and Author based in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services directly, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/therodpowell/⁠⁠⁠⁠⁠⁠⁠ Linked In: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/⁠⁠⁠⁠⁠⁠⁠  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ysgetalicense/message Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support

Paul Roderick is a digital product owner and operations manager at Midwest Employers Casualty (a WRB company), where he's deeply involved in digital transformation and process improvement initiatives, as well as bringing technical and business colleagues together. Previously, he led a public entity risk management and insurance program, using a technology-forward approach to streamline operations. He is a current member of the CPCU Society's Technology and Innovation Committee. In this episode of the In The Know podcast, Chris Hampshire and Paul discuss the current state of the carrier side of the insurance industry, Paul's experience with working for a public entity, and what he sees happening in the future of risk management.   Key Takeaways   Working in a family business gave Paul early exposure to a wide variety of aspects of business. Key differences in Paul's transition from the public entity sector to the carrier sector. The wide variety of skill sets required in insurance is what keeps him engaged in the industry. Paul's approach to the need for digital transformation systems in the insurance sector. Tactics for recruiting new talent to the technology facet of the industry. Overcoming common stumbling blocks when leading a digital transformation project in insurance. The benefits of increasing involvement in the insurance community beyond just in your workplace. Paul's experience expanding his knowledge and helping others in the CPCU society. The potential future impact of the digital side of the carrier transformation. Paul's time with a public entity helped to prepare him for his role at a carrier. A look at changes in the future of the insurance industry as a result of AI, coverage and claims, and blockchain offerings. Paul's encouraging advice for his early career self.   Quotes   “In the carrier space, we like processes, we have procedures, but it's another level in the public entity. You have to satisfy the process before you can do anything else.” “I don't think there are many industries that offer such an opportunity to exercise such a variety of skills on a day-to-day basis.” “When you work in the insurance industry, you're enabling daily life.” “Change management is a huge stumbling block that we as an industry don't pay enough attention to.” “I don't think it's possible to remain competitive in a lot of areas of this industry if you don't successfully adopt technology into all aspects of your operating model.” “It was absolutely critical to my success to make relationships with other individuals and not just make it about an analytical or numbers approach.” “Anytime you can bring in trust and efficiency, everybody's happier.”

Trust has risen to the top as a critical element of a customer's satisfaction with their insurance carrier. In episode 4 of the Insurance Intelligence Podcast, our experts dive into this topic to discuss what trust means, how carriers can measure it, and what can be done to influence trust. Tune in now. This Episode Covers: - Topics in the news. - An exploration of Trust including what it means and how to influence it. - How Trust influences different stages of the customer lifecycle. Hosted by: Michael Vermillion, VP and General Manager, Insurance & Healthcare Featuring: - Stephen Crewdson, CPCU, Senior Director, Insurance Intelligence - Breanne Armstrong, Director, Insurance Intelligence - Mark Garrett, Director, Insurance Intelligence

Kristine A. Fox, CPCU, AIC-M, ARM, AIC, API, AINS, SCLA-Gold, is the Midwest regional claims manager for the Property Americas Division of Sedgwick, where she organizes deployment of field resources and oversees client accounts. Fox has over 20 years of experience in property-casualty claims, ranging from homeowners and auto losses to general liability, and has also supervised commercial trucking liability claims. She is a past president of the Omaha CPCU Society Chapter. In this episode of the In The Know podcast, Chris Hampshire and Kristi discuss all things claims, from the onset of Kristi's career to the future of claims, how she has pivoted to become an engaging resilience speaker in the industry, and how to more effectively attract talent to the claims space.   Key Takeaways   A help-wanted ad evolved into Kristi's 20-plus-year career in insurance. The helpful aspects of the insurance industry that first appealed to Kristi. Kristi's message of caution and encouragement for anyone who is considering a career in claims. The evolution of training tactics in the industry. Offerings that currently have the biggest impact in the claims space. Major technology initiatives that are enhancing the claims experience. Defining resilience as a critical component of the insurance industry. Claims handling and adjuster expectations as they have evolved over the years. The impact of involvement in the CPCU Society on Kristi's career. A five-year look at the future of the insurance industry. Kristi's long-view advice to her early career self.   Quotes “What a lot of people don't think about with insurance is that we are in a helping world.” “I know that I'm having a positive impact on people and helping them through something really difficult.” “There is a place for technology, and the more we can utilize it in the right ways, we'll become more efficient, but there is still the human component that is going to be needed.” “I've really appreciated the consistent focus on growing, developing, and learning as our careers progressed.” “The human component is still going to be essential in the future of the industry.”

Matt Swafford is Senior Litigation Counsel at Shelter Insurance Companies, where he manages litigation across the United States for Shelter and affiliated companies and provides general counsel to Shelter's claims branches. He practiced law in Kentucky for over ten years with a focus on insurance, business, and employment litigation, clerked for Justice Will T. Scott at the Supreme Court of Kentucky, and was a Staff Attorney for Jefferson County Circuit Court Judge Barry Willett. At Northern Kentucky University – Salmon P. Chase College of Law, Matt graduated in the top ten percent of his class; was a member of the NKU Law Review's Editorial Board; and interned for William O. Bertelsman, Federal District Court, Eastern District of Kentucky, and the United States Attorney's Office for the Southern District of Ohio. Matt is licensed to practice in both Kentucky and Ohio (inactive), holds the Institutes' Chartered Property Casualty Underwriting CPCU designation, and is pursuing a Master's Degree in Insurance Management at Columbia University in the City of New York. In this episode of the In The Know podcast, Chris Hampshire and Matt consider the pros and cons of litigative problem-solving in the insurance industry, how it differs from the law firm environment, and what the future of the industry may look like from a legal perspective.   Key Takeaways   Matt recalls how much he had to learn about insurance in the early days of his career. Transitioning from a law firm to in-house counsel at an insurance carrier. Appealing offerings from the Columbia Master's Degree in Insurance Management. The self-serving reason behind and benefits of Matt's CPCU designation. Networking opportunities that have resulted from Matt's CPCU designation. Key differences between a carrier and a law firm environment. Hallmarks of an effective outside counsel-carrier relationship. What Matt wishes other departments knew about the carrier legal group. Best practices to mitigate the impact of social inflation. Key takeaways from Matt's time working outside a traditional law firm. Addressing the talent gap in the insurance industry. A five-year look at the future of the industry. Matt's advice to his early career self.   Quotes “The thing I learned when I first started practicing [insurance defense] was how very little I knew about insurance.” “I really wanted a business background and felt like I needed it to move forward in an in-house role.” “Communication is number one. You want to keep open lines of communication and communicate often.” “I can see how these kinds of cases play out and still not be the one who is carrying the pressure and the weight of trying to reach a successful resolve.” “Sometimes law firms can be a very competitive, dog-eat-dog environment, and it's just not like that in-house.” “Learning how technology works in the insurance industry is going to be absolutely critical moving forward.”  

Tony chats with Chantal Roberts, long-time insurance professional, fellow CPCU, and author of the new book "Once Upon a Claim". A wonderful, uplifting conversation you should not miss!Chantal Roberts: https://www.linkedin.com/in/chantal-roberts-cmrconsulting/Once Upon a Claim: https://amzn.to/3wi1b7nVideo Version: https://youtu.be/Tnst7XAEA58

Melissa Burt DeVriese is the President at Security First Insurance Company. She has been with Security First Insurance Company since 2009 and has been President since March 2020. Before serving as President, she held a variety of roles, including Chief Administrative Officer and General Counsel. Melissa holds an undergraduate degree from the University of Miami and a Juris Doctorate from Georgetown Law Center and is a licensed attorney in Florida, Washington D.C., and California. Before working at Security First, Melissa held a variety of legal and regulatory roles in Washington D.C. In today's episode of the In The Know podcast, Chris Hampshire and Melissa discuss the state of the homeowners market in Florida, attracting more talent to the industry, and unique challenges Melissa faces in her role.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways   Melissa recalls her journey from law to insurance. Overcoming shortcomings in marketing the insurance industry. Melissa's experience as a female leader in the industry. Effectively keeping up with technologies from a small carrier's perspective. Industry evolutions in recent years, including diversity and attracting talent. Tactics and strategies for attracting and retaining personnel. The evolution of distribution strategies for both direct and agents. The current state of the unique Florida insurance marketplace. Key differences in approaching the Florida marketplace. Technology's role in the future from the underwriters' standpoint. Melissa's experience with the CPCU, insurance board, and education involvement. Messaging that needs to be shared with the rising generation of talent. Hiring insights and career progression from a president's perspective. A five-year look at the future of the insurance industry. Melissa's advice to her early career self.   Quotes “There are many similarities between the law and insurance.” “Unfortunately, I think insurance is viewed as very stale and old and probably male. And the fact of the matter is, that's not the case.” “We have so much innovation in the industry space.” “If we find the right person with the right aptitude and the right attitude, we teach them insurance.” “From an insurance marketplace perspective, Florida is incredibly unique.” “The most important thing you can stress to someone who's looking for a career at any stage of their career life cycle would be what insurance does in society.”

In this episode, Jim interviews Winston Smith, CEO of Bridge, a customer communications management software designed for independent insurance agents. Winston discusses the importance of agency owners working on their business rather than in it, and how Bridge can help them achieve this. He highlights the bottleneck that agency owners often face and explains how Bridge streamlines operations and provides tools for sales, marketing, and customer communication. Winston shares success stories and feedback from Bridge users, emphasizing the increase in revenue per employee as a key metric. He also discusses the role of Bridge as a companion to agency management systems and the importance of customer satisfaction. The episode concludes with Winston's advice to be true to oneself and the opportunities available in the insurance industry.TakeawaysBridge is a customer communications management software designed for independent insurance agents, helping them work on their business rather than in it.Agency owners often become bottlenecks in their own businesses, hindering growth and scalability.Bridge provides an all-in-one solution for sales, marketing, and customer communication, streamlining operations and improving efficiency.Bridge offers features such as video recording, marketing automation, and personalized communication to enhance customer relationships.Success stories from Bridge users include increased revenue per employee and improved customer satisfaction.Bridge serves as a companion to agency management systems, focusing on communication and customer relationship management.Resources From Winston Website LinkedInGoogle Calendar Think-CellHow Will You Measure Your Life? by Clay ChristensenAbout WinstonWinston Smith is the CEO of Bridge, a customer communications management software designed just for independent agents.Winston came to Bridge after a decade on the carrier side of P&C. Prior to Bridge, Winston ran his own micro-Private Equity fund, Hammersmith Capital.While on the carrier side, Winston was a general manager responsible for P&Ls across multiple states for the Safeco and Liberty Mutual brands (but he takes no responsibility for the 'LiMu Emu') and spent a LOT of time in the field with Safeco-appointed agencies (and is lucky enough to count many of them as friends).He started his insurance career at AIG on Water Street in Lower Manhattan as an underwriter of Executive Lines for Financial Intuitions during the Great Recession.Winston holds the CPCU and API designations, has an MBA from NYU Stern and his undergrad degree from Princeton. He lives in Johns Creek, GA with his wife and two kids.ePayPolicy The simplest solution for insurance agents to collect credit card and ACH payments

Michael Koscielny, MBA, CPCU, CIC, ARe, AIC, API, AIS, AINS, is chief executive officer and founder of Born2Lead, LLC. He has over 40 years of experience creating effective teams and innovative processes for underwriting and pricing for various insurance companies. He currently serves as Director of Marketing for Graduate Programs at The University of Olivet. He is an instructor for The National Alliance CISR and CIC designations and a Facilitated CPCU Study Group Leader for The Institutes. Koscielny has held many roles for The Institutes CPCU Society, including 2017 global president of the CPCU Society Leadership Council, 2017‒2018 President of the Underwriting Executives Council, and 2023 President of the Society of Insurance Trainers and Educators. He has written numerous articles and given many presentations. He published his first book Born2Lead: Lessons in Leadership, in 2023. In today's episode of the In The Know podcast, Chris Hampshire and Michael discuss his new book, the importance of training the next generation of leaders in the insurance industry, and the many mentorship and training experiences that led to success throughout his career.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways   Michael shares his unexpected journey into the insurance industry. Insurance became his calling when Michael realized that insurance serves as the next responder in natural disasters. An overview of the unique demands of the Florida insurance market. The “why” behind Michael's short-lived retirement from the insurance industry. Writing a book successfully starts with not telling anyone that you're writing a book. Michael shares additional steps to effectively writing and publishing a book. Born2Lead highlights 13 attributes that address the reality that behaviors are not natural, they are learned. Michael shares his experience with trust, one of the essential attributes that is outlined in his book. Strategies for effectively training people and developing leaders. Instilling leadership qualities in others starts with giving them opportunities they wouldn't have otherwise. Benefits of membership and active participation in the CPCU Society. For Michael, initial leadership opportunities were met with hesitation but additional training and mentorship led to success. Michael reflects on what he wishes he would have known at the onset of his career.   Quotes “When there is a natural disaster, the first people there are the first responders. And when they leave, who's next?” “Most of the people I know in this business really care about the people they serve.” “There is a real need in our marketplace today for teaching leadership skills to emerging leaders.” “Acknowledge people, and not just the negative things they do.” “When someone does a great job, I want everyone in the organization to know.” “We're all born to lead, it's just a choice we have to make.” “As I made those steps in my career, more opportunities came to me in my work life.”

Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ In this empowering episode of "Negotiate Anything," host Kwame Christian, Esq., M.A., is joined by esteemed guest Crystal Ware, ESQ, CPCU, to dissect the nuances of negotiating a fulfilling compensation package. As they explore the various elements that contribute to a negotiator's worth, they debunk the deep-rooted mental barriers many face, especially women, in advocating for their value in the workplace. Through Crystal's insights and her "Salary Wise" course, this episode is a treasure trove of strategies for those looking to boost their negotiation skills and embrace self-worth in professional settings. Discover the secret to effective self-promotion and how to strategically approach compensation discussions well beyond the paycheck.} You'll Learn: - Key negotiation tactics to overcome the discomfort associated with self-promotion and to confidently articulate one's value. - How to assess and present your unique contributions beyond salary in negotiation discussions effectively. - The importance of fostering negotiation skills for long-term career satisfaction and how to access resources like Crystal Ware's "Salary Wise" program to become a more adept negotiator. Connect with Crystal Want to subscribe to "The Clarity" Newsletter, visit us here: www.crystalwaremedia.com Follow Crystal for Inspiration and short videos at: @CrystalWare_GetClearLinkedIn: https://www.linkedin.com/in/crystalwareriskstrategist/ crystalwaremedia.com  cadenceinsurance.com  https://linktr.ee/crystalware Listen to Get Clear with Crystal Ware Podcast: https://podcasts.apple.com/us/podcast/get-clear-with-crystal-ware/id1668683539?ign-itscg=30200&ign-itsct=lt_p Contact ANI Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ Follow Kwame Christian on LinkedIn: https://www.linkedin.com/in/kwamechristian/ The Ultimate Negotiation Guide: https://www.americannegotiationinstitute.com/guides/ultimate-negotiation-guide/ Click here to buy your copy of How To Have Difficult Conversations About Race!: https://www.amazon.com/Have-Difficult-Conversations-About-Race/dp/1637741308/ref=pd_%5B%E2%80%A6%5Df0bc9774-7975-448b-bde1-094cab455adb&pd_rd_i=1637741308&psc=1 Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!: https://www.amazon.com/Finding-Confidence-Conflict-Negotiate-Anything/dp/0578413736/ref=sr_1_1?crid=2PSW69L6ABTK&keywords=finding+confidence+in+conflict&qid=1667317257&qu=eyJxc2MiOiIwLjQyIiwicXNhIjoiMC4xNCIsInFzcCI6IjAuMjMifQ%3D%3D&sprefix=finding+confidence+in+conflic%2Caps%2C69&sr=8-1