Podcasts about finpro

In this week's unusual The Leadership in Insurance Podcast

Ever wondered what the secret sauce is for hiring and growing and a team, especially as an early stage business?Rebekah Bostan, Director of Operations at FinPro, takes over The Leadership in Insurance Podcast this week turning the tables on me diving into all the questions you've probably wanted to ask as a hiring manager or a founding team member looking to grow your team.Some highlights from our conversation

Insurtech vs incumbent? Incumbent vs incumbent? Who will will?In this week's episode of The Leadership In Insurance Podcast we are joined by a dear friend of FinPro. and a returning guest to the pod - none other than Matt Connolly, CEO of Sønr.We dig in to the future state of insurtechs, Sønr's future 50 reports and how can we actually drive innovation?Matt - always a pleasure to have you on - thanks for joining us Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the latest episode of The Leadership In Insurance Podcast, where this week our host Alex Bond is joined by Cyrus Karai, CEO and Founder of CoverForce. CoverForce's API offers access to leading P&C carriers, enabling instant business insurance quotes and a one-click purchase experience.They discuss their mission to strengthen independent agencies, wholesalers and corporates for closer relationships with their preferred carriers.Delve into their funding journey, gaining investment from QED Investors, the Penn Wharton Innovation Fund, NYCA Partners amongst others. And what CoverForce have in store for 2024. Be sure to listen to this one - it's a good one! This podcast was brought to you by FinPro - the leading executive search firm, for start up and scale up Insurtechs Hosted on Acast. See acast.com/privacy for more information.

We are sharing something a little differnt on the podcast today, and we are tunring the table (and microphone!) on our host Alex Bond and hearing a bit more from him about his insights into insurtech and the future of the industry's talent.Stepping in to the 'interviewer' role today in Alex's is place is FinPro's own Gavin Savage, our Head of Tech and Engineering and host of our Wednesday series, 'The Emerging Tech Series' Hosted on Acast. See acast.com/privacy for more information.

I'm excited to announce the release of a particularly special episode of The Leadership In Insurance Podcast today…Last week we were lucky enough to welcome, Instanda's CEO and Co-Founder, Tim Hardcastle into FinPro. towers to record a live episode all about #entrepreneurship. Many of you will know Tim and the Instanda team, they've been on our podcast guest hit list for a while now so we're glad the day has come!For each episode, we typically plan out the episode structure prior to the recording (previous guests, you'll know the process!) We delve into each founder's unique view on the #insurtech landscape and how their company are contributing to the #insurance innovation ecosystem.We try and maintain a candid nature while also (mostly!) sticking to script - this episode was slightly different… Tim is a natural presenter and our conversation evolved into a much richer and wider discussion around the mindsets of founders and what it takes to be an #entrepreneur.Tim also flipped the interviewer / interviewee role on me and asked about my career as an entrepreneur. We discussed what motivates people to start their own business, is it restlessness? the need to make your own path? a mid-life crisis?We discussed #funding and #bootstrapping and Tim's choices to take the path less trodden. The Instanda team bootstrapped for five years and we get into the lessons learnt from this - the importance of ‘backing yourself with your own sweat capital and personal capital' as he puts it - how deep do you learn those lessons if you don't have as much at stake?This conversation was a really fun one, you'll hear the laughter throughout - thank you Tim joining me - and we've got those pre-planned questions to cover so you'll have to come back soon! Hosted on Acast. See acast.com/privacy for more information.

We've been working on something very exciting for a while now, and we're excited to finally go live!Welcome to our new series podcast 'The Emerging Tech Series', hosted by FinPro.'s tech guru Gavin Savage.We love talking about innovation and all things insurtech. So when Gavin Savage joined us to head up all things tech and engineering we knew there would be some exciting conversations to be had on the podcast.For our very first episode, Gavin is joined by Dave Morris, 11:FS's VP of Engineering to take a deep dive into tech innovation, leadership and culture.We're so excited for this one - we hope you enjoy - tune in every Wednesday to hear more! Hosted on Acast. See acast.com/privacy for more information.

Tyler Vaughan and Jasmine Klein join this episode to talk about what it's like being young professionals in the risk and insurance industry. Tyler is a Business Analyst at Safelite Autoglass and Jasmine is an Assistant Vice President for the FINPRO department at Marsh. They share why they're passionate about expanding the Global RIMS RRP Advisory Group and why it's important to have a strong community of peers and like-minded professionals and they share their future dreams of where they'd like to grow into their roles. Key Takeaways: A little bit about Tyler and Jasmine. Why are Tyler and Jasmine so passionate about growing the RIMS RRP (Rising Risk Professional) network? After Tyler and Jasmine graduated college, they felt like there was a lack of community for their demographic to really network and grow within the risk and insurance industry. How did Tyler and Jasmine find themselves in insurance? What do Tyler and Jasmine look forward to the most when it comes to growing and expanding into their career? What's it like being an F45 Instructor? Jasmine shares her experience as an athletic trainer. How does RRP define its peer group and demographics? In insurance, you can get lost in the shuffle, so it's important that you make an effort to connect with new people in your industry regularly. It's on you to put yourself out there and build your network. There's so much opportunity in this industry. You're never going to be “stuck” in a boring place. How did Jasmine earn her insurance CPCU and ARM designations so quickly? What have been the biggest takeaways for both Tyler and Jasmine thus far in their careers?   Mentioned in This Episode: Safelite.com Marsh.com Tyler on LinkedIn Jasmine on LinkedIn  

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Nico Stainfeld, Partner at Foundation Capital.Nico is an early-stage investment expert from the team at Foundation Capital, who since 1995 have been leading the way in fintech, enterprise, and consumer investments. Their tag line 'building companies is in our bones' summarises just that and these values are clear throughout this conversation.We discuss a whole host of topics (and could have spoken for much longer!) but here are some of the highlights...Total early-stage focus - the value of honing in & the rarity of 'staying in your lane'Foundations 1+1+3 approachHow many firms actually make it past their first fund?'The Emperor Has No Tech' as Nico puts it - Why the Insurance Industry Desperately Needs StartupsIf they are not going to spend the money, then they need to bring on board the start-ups There is no bad risk, only bad premiumDo we need more of a sense of urgency?2023 insurtech landscape - Profitability is not for losers anymore!Technology was meant to transform the insurance industry but it hasn't - why?Embedded solutions and buying behaviour - is there trust?Next-generation risk needs next-generation dataYou're not still doing insurtech investing, are you?Insurtech locals vs. tourists?What's next for insurtech?Thank you Nico for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Maya Prosor, Chief Business Officer at Lemonade. Lemonade has expanded into new markets and product lines since its founding. How do you decide which areas to enter, and what are your criteria for success in these ventures?Can you discuss Lemonade's approach to customer acquisition and retention, and how it has evolved over time?You led heavily with the social impact side of the business – do you have a measure on how this has affected customer acquisition – I'm interested to see how this trended over Covid lockdown time?Looking ahead, what are some of the biggest challenges and opportunities you see for Lemonade in the next 5-10 years, and how do you plan to address them?You have a bot named after you? Is that the ultimate staff retention tool, your own chat bot?Have you put any thought into how tools such as Chat GPT might impact your competitive advantage? Does it allow the insurance world to supercharge its CX – how will lemonade be addressing that?You have obviously been through a hugely evolving business environment – large investment round, IPO, Post IPO challenges – How does Lemonade maintain a strong sense of culture and employee brand through such a dynamic period of time?Thank you Maya for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Trent Brown CEO of Australia-based Knightcorp. As well as sharing a truly inspiring story of insurance innovation, Trent also shares a lot of insight that I will take forward into my own business. Do give this one a listen, I hope you enjoy this one as much as I did. Here are some of the highlights…Creating an agile and innovative culture with a customer-centric ethosWhat defines an insurtech? Technologically native insurance businesses vs. insurance SaaSKnightcorp's mission to do things differently in an inherently non-traditional environmentChange is who then what - we need people to drive changeHow do we augment the process not replace?Who is the true customer?To change broking you need to change the whole ecosystemPeople are looking for a better experience, at a point they are going to demand it‘First who then what' - Change is a people action, once you have the people right, the rest falls into placeBuilding loyalty into the culture and fostering a growth mindset, not a replacement mindsetInsurance has a replacement mindset - we replace like for like - that inhibits growth. Growth democratizes influence and power in organizationsBalance is key to building a team - talent beats experience but you need experience in your team. Promote talent not tenureregulation and 3rd parties in the broking ecosystems are the inhibitors to growth - we cant evolve beyond our carrier partners but that is not an excuse to stand stillThank you Trent for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Nikita Agrawal combined her love of coding with her passion for financial literacy to create a unique curriculum for teens to learn about computer programming and personal finance simultaneously. Listen to this podcast to learn more about how she started her program, FinPro World. 

One of the (many!) highlights of Insurtech Insights last week was the chance to meet so many people who are fans and listeners of The Leadership In Insurance PodcastThe podcast is at the centre of what we do at FinPro. and it's so exciting to see how it's grown. It's something we love doing, and we've been lucky enough to have met so many great guests and friends through hosting these conversations.Day 2 of Insurtech Insights was a particular highlight as we hosted our first live podcast episode on stage with Oded Barak, CEO & Co-Founder of Five Sigma.Going from seeing our audience as the weekly download figures to a room full of people feels like a true milestone. Thank you to Oded, the Five Sigma team, Insurtech Insights & all our listeners for making it happen! Already looking forward to doing it all again in New York in June

Join us for this enchanting discussion with Heli Mende about her home country of Finland!   Learn about all the fun things you can do while visiting Finland, Heli's personal favorite activities.  From the traditional sauna to the northern lights, learn  why they've been voted the happiest country in the world for five time in a row!  For more information about visiting Finland:  www.visitfinland.com and business opportunities:  www.businessfinland.fiHeli Mende is the Head of Visit Finland in North America at Business Finland based in New York City.Prior to her assignment in the US, she has worked as Director of global sales promotion being responsible for all Visit Finland global B2B activities,as Stopover Finland program director, and as Senior Advisor and Senior Consultant at Finpro advising and consulting.Finnish companies in internationalization.  She also has gained extensive international experience in her previous positions within travel industry in sales, marketing and general management in airline, hotel and travel agency businesses.Black Dog Luxury Travel Website: https://blackdogluxurytravel.com/ Want to connect?  I'd love to hear from you!  Instagram:  https://www.instagram.com/blackdogluxurytravel/ Facebook:  https://www.facebook.com/blackdogluxurytravel LinkedIn:  https://www.linkedin.com/in/blackdogluxurytravel/Black Dog Luxury Travel Website: https://blackdogluxurytravel.com/Want to connect? I'd love to hear from you! Instagram: https://www.instagram.com/blackdogluxurytravel/Facebook: https://www.facebook.com/blackdogluxurytravelLinkedIn: https://www.linkedin.com/in/blackdogluxurytravel/

I had the pleasure of sitting down with Christie Downs, CEO and Co-Founder of handdii on The Leadership In Insurance Podcast this week to discuss all things construction, culture and start up life.Handdii is a property insurance claims fulfilment platform which aims to make communication between insurers, trades and customers better and faster.After having the Handdii team on our podcast hitlist for a while, Christie and I finally met face-to-face at Insurtech Connect in Vegas last September. For those of you who were there, I'm sure you'll remember the team decked out in their signature high-vis jackets wandering around the conference handing out the rubber ducks (One duck made its way back to London and has become a bit of an office mascot for team FinPro!)Christie - thanks for being a great guest, I really enjoyed this episode - not only because I love what Handdii are doing, but also because this episode was really fun - you can hear our laughter throughout!Here are some of the highlights....⭐️ What is the problem Handii is trying to solve?⭐️ From a practical perspective is the insurance industry set up to serve small businesses?⭐️ How are marketplaces impacting insurance innovation?⭐️ Are we seeing true innovation in insurtech or just a natural evolution?⭐️ What's next for Handdii?Give this one a listen - or for those of you who opt for the video version, you'll catch Christie in the signature yellow jacketThis Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Enjoy this special 2022 highlight double feature episode where Hosts James Benham & Rob Galbraith are joined by Jay Bartot from ZeitWorks & Alex Bond from FinPro. James, Rob & Jay discuss the scope of AI powered business process intelligence. Also, James, Rob & Alex talk about finding the talent and all that goes into starting & scaling up InsureTech! You can also check out Alex's podcast, Leadership in Insurance and listen to his interview with our host, James Benham!Find us on social media!We're on Twitter, Facebook, Instagram, and LinkedIn, or follow James on Twitter!Subscribe, rate, and comment.As always -Enjoy the Ride & Geek Out!

The implementation of the largest change to the securities industry Continuing Education program in 25 years is well under way, with a few new deadlines right around the corner. On this episode, we hear from Patricia Monterosso and Nicole Lefort from FINRA's Credentialing, Registration, Education and Disclosure team about how the Maintaining Qualifications Program is progressing and what firms can expect in with regard to changes to the Continuing Education Regulatory Element in the months ahead. Resources mentioned in this episode:Regulatory Element TopicsCE Council WebsiteFINRA CE Transformation Resource PageMaintaining Qualifications ProgramFinancial Professional Gateway (FinPro)Episode 97: What to Expect: The CE Transformation & Maintaining Qualifications Program

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Roy Mill, CEO of Joshu.We had a great conversation this week where we discussed a wide range of topics such as:Roy's background, from working at Ancestry then moving into insurtech just five years ago at At-Bay, to becoming an insurtech start-up founder…What has that journey been like? What inspired the decision to start Joshu?How has each experience informed your role as a founder? & What are the key lessons you've learnt along the way?Launching in January 2020 – how did Covid impact your development journey? Did it cause you to pivot? Joshu's fund raising journey in January 2021) You had a ringside seat in a hyper-growth business that went through several funding rounds, what's it like now leading a business through that process yourself? Were there any surprises in that experience? Your solution offers insurance carriers and MGAs a full suite of digital tools needed to bring their commercial insurance business online. Innovation is imperative to what you provide, how do you go about building a team and culture at Joshu that fosters this?We talk a lot about the waves of insurtech, what do you think the next wave will be?Thank you Roy for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Dan Woods, CEO of Socotra.We had a great conversation this week where we discussed a wide range of topics such as:Revolutionising core systemsTechnology stacks within incumbents & core system road blocksMisinformation in legacy systems Making chances for efficiency and how that will impact company culture2017 & the cultural shift towards cloud systemsRisk profiles shifting How the insurance industry chooses the low risk path How cloud is now seen as the safer option How true cloud can revolutionize innovation ITC & Socotra's new app market placeThank you Matt for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Matt Connolly, CEO of Sønr. We had a great conversation this week where we discussed a wide range of topics such as:What was the idea behind Sønr and how did it come about? Why insurtech, what drew you to insurtech in 2015?What have you learned from this experience? How have the changes in the insurtech market in recent years shaped what you are doing at Sønr today? You work with some major insurance players - how does the dynamic work across different businesses and where does it work best?The Insurtech 100When ‘scouting innovation' what are you looking for? When collating the insurtech 100 what stands out to you? How do you identify the real game changers even if they are at an early stage?What are you most excited for the next insurtech 100? Tuesday What is Tuesday and what prompted you to create the platform? Whats next for Sønr? Expanding, Adding attentional products? Thank you Matt for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Upasana Unni, CCO at Sayata.We had a great conversation this week where we discussed a wide range of topics such as:What does innovation mean for you?Sayata's funding journeyUpasana's experience making the move into insurtechHow has your McKinsey background influenced your role in the c-suite of an Insurtech start up?Many large insurers are working with management consultancies on their innovation – as someone who worked in that field do you think this is the best approach? What are the weaknesses of this?As someone who has made the transition into insurtech, how can we continue to encourage more talent into the industry?The importance of a humanising our working relationshipsSayata has a strong female leadership team, what can we do to encourage more women into these roles? Thank you Upasana for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Maria Enrica Angelone, CEO of Wallife.We had a great conversation this week where we discussed a wide range of topics such as:Staying ahead when insuring against emerging and unknown risks The unique challenges of insuring genetic manipulation and biohackingHow do you go about building a team and culture at Wallife that fosters innovation?Technology poses different risks to different generations.. How important is it to consider diverse age ranges when assessing such risks? How do you create an interest for a new product and get capacity?You have recently raised your series A round, one of the largest funding rounds in the European insurtech space, what was this journey like? Have you seen an uptake in demand since the world has shifted towards remote? You have research first, create insurance products second but without the vanilla/run of the mill products to drive consistent income – how do you balance that challenge?How important will collaboration with third party tech businesses – such as advanced sensor data, biometric data – are there any exciting developments external that you are keeping an eye on?Thank you Maria for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Brian McLoughlin & Kevin McLoughlin, Partners & Co-Founders, MTech CapitalWe had a great conversation this week where we discussed a wide range of topics such as:Is it circumstance or strategic that one of you is based stateside and one of you is based in the UK? How important are networks and the consensus of your networks when it comes to investing? You have an ESG policy on your website ‘diversity goes beyond optics' - What role does venture play in driving de&I agenda within its portfolios and in practical terms, what do you do to make this happen?How do you differentiate yourself as a venture capital firm?Has your thesis changed in the past 12 months? Geographically, has there been a shift in the distribution in your deployment of capital?Is the price correction that we've seen on the larger insurtech stocks a positive thing for insurtech specific funds such as mtech capital?Given the state of the market, will we see more later-stage capital for m&a activity? Thank you Brian & Kevin for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Tiago Prado, Co-Founder & Chief Visionary Officer of BRZ Insurance the Boston-based start-up helping to build the next generation of financial services for Latinx in the US.We had a great conversation this week where we discussed a wide range of topics such as:Tiago's journey founding BRZFocusing on the underserved Latinx community that make up 18% of the populationWhere does a new product start and finish? How does this thinking play out into your company culture and hiring strategy?How do you tackle hiring experienced talent when there is an underrepresentation of talent that fits your mission? Why do you think the incumbent industry sees diversity as a challenge as opposed to an opportunity? Are there parallel problems in other industries, such as other wider finical services? Where is insurance on this journey?Is this a global issue or something unique to the US? Is the success of BRZ a result of the increasing economic power the latinx communityAre we living society where we demand more products that are more representative of our needs? Thank you Tiago for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Chris Cheatham, Product Evangelist at Bold Penguin. We had a great conversation this week where we discussed a wide range of topics such as:Being known as the “Luke Skywalker of Insurance Policies” & the story behind the name Which problem does Bold Penguin solve?Chris' background as the former CEO of RiskGeniusBoldPenguin acquiring RiskGeniusBold Penguin was acquired by American Family in 2021Did you find any pushback from commercial carriers?What does Bold Penguin do for agents?Why do you think independent agents have struggled to move quickly on insurance technology?What will be the next wave of insurtech?Thank you Chris for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by no other than Bruce Carnegie Brown, Chairman at Lloyd's of London. We had a great conversation this week where we discussed a wide range of topics such as:What does innovation mean to you? What forms does it take in insurance? How is that different to banking/other sectors? How is Lloyd's involved in innovation for the insurance sector, and how have you innovated to stay relevant? When it comes to ESG initiatives, Lloyd's has the power to set the tone for the industry to follow..Do you think you've been brave enough in how you approach them? How are you approaching DE&I initiatives? What is currently being done at Lloyd's, and what still needs to change? What role does innovation play in supporting those goals? What are the macro challenges of attracting new talent into the industry? When it comes to innovation, are we still falling into the trap of only being reactive? Do we need to go further to stay ahead? Thank you Bruce for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Phil Reynolds, CEO of DevStride & Chairman of BriteCoreWe had a great conversation this week where we discussed a wide range of topics such as:When did you realise it was the right time for you to step away from the CEO role?What did you learn about fund raising that they don't teach you in the text books?What's the best piece of advice you would give a start-up founder?What was the best piece of advice you personally received?How do you manage culture as a business grows and scales? Can you?Knowing what you know now – what do you look for in a funding partner?You have launched your next venture – what are you doing differently that other people might not think of?Thank you Phil for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Ryan Sachtjen, CEO &. Co-Founder, Threeflow.We had a great conversation this week where we discussed a wide range of topics such as:Benefits and the post covid worldThe shift towards working from home and its impact on the benefits spaceThe changing demand in a post covid marketHow has ThreeFlow evolved thier products because of this?How do you maintain culture in a rapidly scaling business? Changed name from WatchTower benefits - why are names important? What was the shift from the insurance industry to tech startup founder like?Why do you think the insurance industry has generally been underserved by tech?How do you get people to adapt to new tools/processes?Interoperability is a popular topic in other industries like healthcare, what role does it play in the world of insurance?Thank you Ryan for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Caribou Honig, Partner, Semper Virens VC.We had a great conversation this week where we discussed a wide range of topics such as:What Macro trends are interesting to you in the Insurtech space at present? The different “flavors” of entrepreneur Starting up an events business How have investor's profiles changed? What do you zero in on when making an investment decision? People? Product? Other? 'Legacy culture vs legacy technology' What is actually standing in the way of change Making the move into insurance without an insurance background Being one of the first adopters of insurtechWhat attracted you to insurtech in those early stages?What's next for insurance?Thank you Caribou for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Nigel Walsh and John Bean are joined by a panel of fantastic guests to talk through all things culture in insurance. Culture is a very wide topic and can cover a variety of lenses: the culture of innovation, the move towards a digital culture, social culture, which is a topic that we have covered here on the podcast quite a lot - especially with our recent ESG podcast, and many more cultural lenses. Culture in insurance has a bad rep, and for good reason with recemt press reports, but it might not be all bad with lots of good work happening across the industry. So join us while we try to figure out what is currently going on, and how we can build a transformative and inclusive future. Joining us today: * Lou Smith, Chair of the Board at Innovate Finance * Alex Bond, Founder at FinPro and host of the Leadership in Insurance podcast All that and much more on this week's episode of Insurtech Insider! Subscribe so you never miss an episode, leave a review on iTunes and every other podcast app. Spread the insurtech love by sharing or tweeting this podcast. Follow us on Twitter: @instechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Alex Bond and Lou Smith.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Florian Graillot, Founding Partner at Astorya VCWe had a great conversation this week where we discussed a wide range of topics such as:What are the key trends dominating Europe right now? How do you decide what your portfolio should look like? What do you look for specifically?How does the European market differ from that in the us?What are the most exciting innovations you've seen lately? What will be the next ‘wave' of InsurTech?Thank you Florian for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Rotem Iram, CEO & Founder of At-Bay. We had a great conversation this week where we discussed a wide range of topics such as:What was the formation thesis for At-Bay?What was the problem you saw that you wanted to solve? What is it that's disruptive about your business?Where are you on your journey today?What was the most surprising thing you learned getting to this point? What has been the most challenging and what changed throughout this journey?Have you evolved your offering?What did you get wrong - was it right thesis, wrong application? What excites you most about the future of your business and the industry?Thank you Rotem for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast. We are sharing an exciting episode this week, our first panel episode in our new monthly series. This episode brings together some thought leaders in InsurTech for a special edition panel episode to discuss the latest InsurTech trends. In this episode, we will look back at the trend predictions made at the start of year, discuss their accuracy and what we've seen so far, as well going into what's still to come.Our panelists:Janthana Kaenprakhamroy, CEO, TapolyMark McDonald, Head of Strategy, Atlus LTDMatt Connolly, CEO, Sonr David Fontain, CEO , Foresight This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Sten Saar, CEO of Zego.Zego is a commercial motor insurance provider that powers opportunities for businesses, from entire fleets of vehicles to self-employed drivers and riders. It combines best-in-class technology with sophisticated data sources to offer insurance products that save businesses time and money. Since its inception, Zego has believed that the problem with traditional insurance is that it holds businesses back. It's too expensive and time consuming, and it no longer suits businesses who use vehicles to earn money. Zego's products represent a solution to this problem for businesses based across the UK, Europe and beyond.In this episode Sten and podcast host, Alex Bond look to the future of insurance and discuss Zego's vision for the future of mobility going into a wide range of topics such as:Why is it important to future think for insurers?Regulation seems to be the great restriction on that vision - what part can the insurance industry do to help that vision a realityWith the complexity of risk associated with anonymous vehicles do you think we will see a rise in internal risk solutions such as Mercedes announcing its insurance for autonomous vehicles - What can insurance do to continue its relevance when we see these types of developments?This vision of the future isn't new (blade runner came out in the 80s!) but it does feel more tangible, do you think tech is catching up to culture? How important do you think art and culture are to innovation?Do you think insurance as an industry should be doing more to encourage a move sway from fossil fuels? If it can't be insured it would stop...Thank you Sten for your time, it was great to speak to you!You can take a further look at Zego's2040 vision for the future of mobility at zego.com/2040This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Mauro Levi D'Ancona, CEO & Co-Founder, 180° Insurance. We had a great conversation this week where we discussed a wide range of topics such as:How did your founding team come together and what was that journey like?You have a manifesto of ‘digital, diverse and plural' what does that mean in practical terms?How does your ‘insurance as a service' model work?You started out in October 2020 and have grown rapidly since then, securing the largest seed round for an inusrtech in Latin America , how has that journey been? Why do you think latin America has such an under-penetrated market? What opportunities have partnerships provided for you? Thank you Mauro for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Robert Kozikowski, Chief Product Officer at Tensorflight.Founded by ex-Google and ex-Microsoft engineers, Tensorflight is a leader in secure, ethical use of property data and artificial intelligence to make commercial property insurance fair and accessible.We had a great conversation this week where we discussed a wide range of topics such as:What is your personal mission that led you to found Tensorflight? How did the founding team come together?Providing insurance companies with actionable insights from aerial and street view imagery Using building records, geospatial imagery, and machine learning algorithms to help underwriters with risk assessment Being the first company to provide property data on-demand and to integrate different imagery sourcesThe massive market opportunity in computer visionWhat do you think are the biggest opportunities in insurance right now?How AI and computer vision are improving the previous manual in-person property inspection processHow do you think this industry will evolve in the next 3 to 5 years?What are other much-needed automations in this space?Thank you Robert for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Noam Shapira, Co-founder and President at Pattern insurance.We had a great conversation this week where we discussed a wide range of topics such as: Embedded insurance being buzz term on 2022 How do you differentiate yourself in a market that has so much investment? Many embedded solutions appear to be built technology first – do you think this is where some of the market gaps appear? Or is it something else? What is driving the rise in embedded insurance? How much of a threat does embedded insurance pose to the traditional insurance market? How are customers are actually making decisions about purchasing insurance? How should customer journeys be done to really "embed insurance”?Thank you Noam for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Joseph D'Souza, CEO and Founder of Pronavigator.We had a great conversation this week where we discussed a wide range of topics such as: Being the 'Google of Insurance' And what does that mean in practical terms? How does your product Sage work? The key trends we are seeing in 2022 How do these trends relate to hiring challenges, technology & AI? What's going on with AI in insurance? What is Pronavigator doing with AI? How is Knowledge Management critical for insurance and what role does it play? How can technology help boost employee productivity and improve customer satisfaction? How does a remote working environment accelerate this? Addressing the technology gap Are we seeing much innovation in AI and are there any applications that you're yet to see using AI?Thank you Joseph for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Douglas Ver Mulm, CEO and Co-Founder of Stable Insurance a distribution and analytics platform for mobility that helps rideshare, carshare, and delivery vehicle owners more efficiently and profitably run their business. We had a great conversation this week where we discussed a wide range of topics such as: How did your founding team come together and what was that journey like? Innovation starts in leadership, how do you approach this at stable? ‘Insurance as a social good?' how important is hiring the right personality types when providing a social good? Doug's background in law What made you make the move into insurance? What have you brought from that experience to your team at stable? What opportunities have partnerships provided for you? Has there needed to be a cultural shift for customers to be more comfortable with collecting behavioural based data? What's next for stable?Thank you Doug for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In episode 8 of the Rising Edge D&O Podcast, Owen Dacey, Head of Claims at Rising Edge, and Richard Cutcher are joined by Sarah Coutts, Head of Advocacy, FINPRO and Head of Management Liability Claims at Marsh McLennan in London. Sarah provides listeners with the inside track of what is happening on the broker side when a claim or notification of possible claim is raised. Sarah also provides a new perspective of the insured's experience and how more care and attention from all concerned can smooth the process. The Rising Edge D&O Podcast is presented by Owen Dacey, Head of Claims at Rising Edge, and Richard Cutcher, Executive Producer, and founder of the Global Captive Podcast. For more information on Rising Edge to sign up for updates and new episodes of the podcast, visit: risingedge.co/rising-edge-podcast-blog/ You can subscribe to the Rising Edge D&O Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Manish Bhatt, CEO & Co-Founder, Plum Life.We had a great conversation this week where we discussed a wide range of topics such as: Agents have had to adapt the ways in which they sell, from a face-to-face interaction to a remote setting How has this cultural shift impacted the market? How has your direct to consumer experience helped you? Has technology actually made people want insurance? What role does the play? How does analytics help improve sales for the broker I think we are in the 3rd wave of Insurtech – working with the market rather than disrupting/evolving – would you agree? Do you think this says something about the founders of today's Insurtechs Previous guests have said the broker is the only true customer of insurance – do you think that's fair? Have we been customer-centric enough?Thank you Manish for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hosts James Benham & Rob Galbraith are joined by Alex Bond from FinPro. James, Rob & Alex talk about finding the talent and all that goes into starting & scaling up InsureTech! You can also check out Alex's podcast, Leadership in Insurance and listen to his interview with our host, James Benham!Find us on social media!We're on Twitter, Facebook, Instagram, and LinkedIn, or follow James on Twitter!Subscribe, rate, and comment.As always -Enjoy the Ride & Geek Out!

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by James Benham, CEO of JBKnowledge.We had a great conversation this week where we discussed a wide range of topics such as: How important do you think insurance domain knowledge is important to Insurtech businesses?  Do we overplay the need for this experience when hiring? How smart compliance digitises and streamlines the compliance process As we move towards more open information sharing, how will compliance offering evolve?  Do you think the general public would be surprised how manual this process is?  Will the lack of industry wide collaboration hold this back?  Will those who hold back their data be left behind? Does it surprise you that more investment hasn't been made with claims tech?  How far can we go with claims tech? Is the ultimate goal to have full automation on as many classes of business as possible?  Do you feel there are still certain circumstances where the “white glove” approach is better even if not faster?  Will claims service be an added cost of insurance – could we go that far?  How much is what you do fixing vs future building?  How much do you see integrating new tech vs building tech?Thank you James for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Mark Scafaro, CEO and Co-Founder of Afficiency.Mark Scafaro is the CEO and co-founder of Afficiency, an insurtech transforming the end-to-end life insurance buying process and accelerating the time it takes to get applicants approved and covered. He is an entrepreneur who is passionate about overhauling the outdated life insurance process by enabling distributors and valued partners to white-label and distribute its digital life insurance products. Prior to Afficiency, Scafaro previously worked at Morgan Stanley, American Express and MetLife.We had a great conversation this week where we discussed a wide range of topics such as: The lag in distribution of embedded solutions in the life insurance space Why has this sector been so slow to digitise? What are the most common challenges you find when working with distribution partners? How can they be better set up to work with you? How are you able to offer such speed in launching new products? How much of the product design come from the carrier? How does the new product design process work when working with a carrier? Overcoming obstacles How do you personally tackle adversity? What do you look for in carrier partners? Did you or would you consider becoming a full stack insurer with an embedded distribution?Thank you Mark for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Our guest on this episode of The Bolder Banking Podcast is Don Musso, President at FinPro. Don is a sought after speaker at conferences all across the globe and has been on the faculty of multiple Banking Schools, to include GSBC. This was a fascinating conversation in which Don pulled no punches as we discussed the economy, the Fed, bank regulation, ESG and cryptocurrency.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Megan Bingham-Walker, CEO and Co-Founder of Anansi the automated insurance platform for global businesses providing seamless integration, automated claims, zero admin solutions.We had a great conversation this week where we discussed a wide range of topics such as: How claims is key to having an excellent experience in insurance Partnerships and the opportunities they offer Building a remote team The importance of having strong company values How do you look at diversity and inclusion at Anansi? Anansi's embedded insurance modelThank you Megan for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Alex Maffeo CEO of Boost. Boost powers digital insurance programs for innovators across all industries. Their customers are leading technology companies and game changing startups that want to offer white-labeled insurance products tailored to their users' needs. Their infrastructure-as-a-service (“IaaS”) makes it simple to monetize the insurance vertical by packaging all the back-end components needed to build, launch, and manage a program – including ‘A'-rated paper, dedicated risk capacity, and claims administration – all powered programmatically by thier API-driven policy admin system. Technically, they're a licensed managing general agency. They're just redefining what that means.We had a great conversation this week where we discussed a wide range of topics such as: Embedded Insurance being the insurtech theme of 2022 Where have you had most success in your business? ‘Create your own' product - what are the limitations from your capacity on what you can create? Any unusual products that you have been asked to create/develop? What is Boost's team like? How much in-house Insurance support do you have? How do you create the right culture balance because fast moving tech and established insurance teams have a very different feel? Why do you feel now is the time when embedded solutions have exploded? Partnerships What is it about your solution that has attracted such marquee names? Alex's investment background What's your take on the valuations we have seen in the Insurtech space? The fall of the largest InsTech stock Are the more traditional Insurance carriers and businesses undervalued? As an insurtech veteran, what is interesting you in the space?Thank you Alex for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Stephen Leguillon, CEO of Seyna, the all-in-one platform for insurance brokers who provide tailored insurance products and software tools to grow brokerage businesses. We had a great conversation this week where we discussed a wide range of topics such as: How can we make sure that insurance is an enabler of progress? Seynas founding team How did you come together & what was that journey like? What problems and concerns have you noticed people have in the industry? Coming from a leadership role, where do you put your attention? We have seen a cultural shift to the value add being put on customer experience over product, have you seen this? This is a hard transition for the industry, what are the implications of that? How have you found being in this industry with a non-tech background? Traditional insurance relies on in-house software whereas many other industries are comfortable with using 3rd party software, where do you think this resistance comes from? Thank you Stephen for your time, it was great to speak to you! This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space. Our host in FinPro Director, Alex Bond Please like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Hello and welcome to the latest episode of the Leadership in Insurance Podcast where this week we are lucky enough to be joined by Matan Slagter, CEO of Armadillo, the tech-enabled, subscription-based home warranty provider for homeowners and landlords, who are pioneers in the new age of home warranty.We had a great conversation this week where we discussed a wide range of topics such as: Matan's insurance career & why warranty? Is t surprising that the warranty market has only 4% penetration when we spend an increasing amount on technology in our homes? What do you think this says about our relationship with insurance? Do we need to help people fall in love with insurance? Do they not see its value because we haven't shown them what that truly is? Is insurance lacking clarity of message and communication? Being 'tech forward' Are you an Insurtech or something else? Armadillo's distribution model Will you narrow distribution over time? Why was now the right time to launch? How did Covid impact Armadillo's plans? How did it impact the funding round? You took on outside funding – at what stage had you taken the business before you did so?Thank you Matan for your time, it was great to speak to you!This Podcast was brought to you by FinPro, an executive recruitment business that works in the Insurance and Insurtech space.Our host in FinPro Director, Alex BondPlease like and subscribe if you enjoyed this podcast Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Welcome back to the Compliance In Context Podcast! On today’s episode, we we welcome in Melissa Loner, the Executive Vice President of Advisor Services at Premiere Wealth Management and current NSCP board member. With a background in compliance but with a focus now on running the business, Melissa is the perfect person to share with us all the best practices when it comes to fees, expenses, and firm compensation, and the types of questions should be asking themselves when setting up a billing system. In our Headlines section, we examine yet another FINRA warning about a new Phishing Email Campaign targeting BD and RIA firms and discuss some changes in leadership at the CFTC. And finally, we’ll wrap up today’s show with another installment of What’s On My Mind, where we explore how a key element of acoustic design could be a critical component of your defense during an SEC examination. Headlines FINRA recently alerted members to another phishing campaign involving the use of fraudulent FINRA domain names: “@finrar-reporting.org,” “@Finpro-finrar.org,” and “@gateway2-finra.org.” CFTC Commissioner Brian Quintenz who recently announced that he will be leaving the office at the end of August 2021. Quintenz has been a notable crypto advocate for the duration of his term In his statement upon departure, he highlighted his work on cryptocurrency issues Interview In your mind, what are the biggest challenges with billing and issues around fees and expenses? What are some of the best ways an adviser can mitigate these challenges and issues? NSCP Compliance Forum discussing the threshold for refunds to be paid out Should firms need to disclose all the situations in which they’re not going to refund fees under a certain amount? What were the lessons learned from the Share Class Disclosure Initiative? What are some best practices around documentation? What types of activities are included here? What are hallmarks of a successful billing program? What’s on My Mind The history of unwanted sound The job of acoustic design Using acoustical privacy as a key line of defense during an SEC exam Quotes: “The best thing I can tell people is processes and disclosures. As you were asking the question we talked a little bit about, ‘Is there a monthly fee or a quarterly fee? Is it charged in advance or is it charged arrear? Is it charged on a 360 day or a 365 day? Is it refunded at what period of time?’ So there’s a lot of what ifs that come into place and I think that’s what gets people hung up.” - Melissa Loner “The more flexibility you have, which you want to have for advisors and advisors want to have that for clients, but it puts in a larger risk to not have everything that’s needed to be done. I know you’re going to ask about this later but it goes to disclosure, it goes back to processes, it goes back to consistency.” - Melissa Loner “Disclosures is a big one because that’s the first place that the regulators are going to go. They’re going to go to your disclosure and then they’re going to match that up to the billing that you’ve been doing. And, in addition to that, they’re also going to match that up to your supervisory procedures or your clients’ manual or your operations procedural to ensure that you’re following that consistently.” - Melissa Loner “So one of the best practices that I largel