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And I Quote: Building Relationships with Insurance Agents and Small Business Owners
In this episode of the podcast, Ashleigh Burden interviews Alexander Dopazo, Vice President of Dopozo Insurance. They discuss his journey in the insurance industry, the importance of building a network, understanding client needs, community engagement, leveraging technology, measuring success, and the future of the insurance industry. Alex emphasizes the value of relationships, the role of technology in enhancing client experiences, and the opportunities presented by change in the industry.Learn more about Alex Dopazo and Dopazo Insurance: Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexdopazo/Follow Dopazo Insurance on LinkedIn: https://www.linkedin.com/company/dopazoinsurance/Visit their website: https://www.dopazoinsurance.com/Learn more about Ashleigh Burden and Coterie Insurance: Connect with Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00- 3:00 - Introduction and Background03:10- 06:02 - Building a Network in Insurance06:02 - 8:45 - Understanding Client Needs08:45 - 11:57 - Community Engagement and Trust11:57 - 15:10 - Leveraging Technology for Success15:10 - 19:47 - Measuring Success and Feedback19:47 - 22:35- Future of the Insurance Industry
This week is a short one and a two-fer. ABC fired a long-time reporter for expressing an opinion on social media. One might be tempted to call it censorship and bowing to our weak and failing leader. But I understand the reason and took some time to explain it.But on a more positive note, I talked with Spencer Timmel of Safety National Insurance about the current retreat of the US government from securing the internet. He provides a refreshing idea that it might not be so bad.
This time on CodeWACK! How are big insurance companies dodging the very rules meant to protect patients — and turning our health care system into a profit machine for Wall Street? What can we the people do to stop it? Join us as we dive into the dark side of corporate loopholes, for-profit health care, and policy failure with Rachel Madley, Director of Policy and Advocacy at the Center for Health and Democracy. A former FDA staffer and health policy advisor to Congresswoman Pramila Jayapal, Rachel played a key role in crafting and reintroducing the House Medicare for All bill in 2023. With a PhD in Microbiology and Immunology from Columbia University, she brings both scientific rigor and firsthand policy experience to this eye-opening conversation. Check out the Transcript and Show Notes for more! And please keep Code WACK! on the air with a tax-deductible donation at heal-ca.org/donate
As digital transformation accelerates, insurers find themselves under siege — not just from hackers, but from shifting climate and property risk realities. In this episode inspired by the artcile titled — Insurance industry cybersecurity: Safeguarding insurance and fintech, we examine the latest cybersecurity threats facing the insurance and fintech sectors, from ransomware to third-party vulnerabilities, and explore how firms are defending themselves with AI, cloud platforms, and strategic policies. We also delve into the evolving property risk landscape, where increasingly frequent secondary perils — like hail, wildfire, and inland flooding — are forcing a rethinking of traditional underwriting models. Backed by research and market data, this deep dive offers a timely look at how insurers are investing, adapting, and collaborating to stay resilient in the face of compounded risk.What You'll Learn in This Episode:Why the insurance industry is a prime cyberattack targetThe role of third-party vendors in 59% of data breachesHow ransomware has become the dominant threatWhat cybersecurity investments and strategies are gaining tractionHow catastrophic events are hitting new regions in unpredictable waysWhy “secondary perils” are becoming major cost driversHow excess & surplus (E&S) markets are reshaping risk coverageThe importance of valuation tools, roof scores, and broker-carrier collaborationKey Takeaways:Insurance firms face an average of 1,000 cyberattacks per week — with ransomware and third-party breaches leading the chargeAI, biometrics, and cloud-native security are becoming standard in multi-layered defense systemsA quarter of firms studied had unsatisfactory cybersecurity postures despite industry awarenessProperty risk is shifting due to more frequent and severe secondary perils in unexpected locationsStrategic underwriting, data accuracy, and consistent carrier relationships are now core to managing volatilitySubscribe to our podcast for expert insights on fintech, cybersecurity, and digital risk management. Visit The Future of Commerce for the latest research on how industries are adapting to evolving digital and environmental risks. Share this episode with insurance professionals, fintech leaders, and anyone navigating today's risk landscape.
In this episode of Insurance Town, host and Mayor, Heath engages with Allen Hudson at the PIA Virginia DC Conference. They discuss the critical importance of information sharing in the insurance industry, especially for independent agents. The conversation highlights the role of technology, particularly AI, in enhancing efficiency and specialization within agencies. Allen shares insights on the resurgence of independent agents and the necessity of niche specialization to compete in a changing market. The episode concludes with advice for both new and seasoned agents on how to adapt and thrive in the evolving insurance landscape.takeawaysInformation sharing is essential for independent agencies.AI can streamline processes and improve efficiency.Niche specialization helps agencies stand out in the market.Independent agents are seeing a resurgence in demand.Proactive communication with carriers fosters better partnerships.Understanding carrier appetites is crucial for success.Technology can significantly enhance agency operations.Specialization allows for better training and support for staff.The insurance market is evolving, requiring adaptability.Building relationships with carriers can lead to better opportunities.Chapters00:00Welcome to Insurance Town02:123 people you would invite to your block party dead or alive?03:53what peice of tech could you not live without?4:45The Importance of Information Sharing5:00Embracing Technology in Insurance05:14Niche Specialization in Insurance12:25The Resurgence of Independent Agents14:26Advice for New and Existing Agents20:25Leveraging Technology for Efficiency
Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and strategic adoption for carriers and corporates. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:57 - How digital asset risk profiles evolve as companies scale 16:09 - The case for Bitcoin in insurance company treasuries 16:15 - Why Bitcoin enhances risk-adjusted returns in institutional portfolios 21:39 - Why current regulatory frameworks hinder BTC adoption 21:54 - How NAIC rules classify BTC as a non-admitted asset 22:07 - The importance of state-by-state education and reform 30:28 - Gaps in current insurance coverage for Bitcoin-native businesses 45:03 -Why “Bitcoin not crypto” is critical in traditional insurance circles 47:12 - ESG misconceptions about Bitcoin in insurance contexts 48:26 - Game theory behind state-level regulatory adoption (e.g., NH SBR) 49:39 - AI's emerging role in insurance and supply chain risk analysis Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Garrett's X Account. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Unchained Human Rights Foundation Onramp Fundrise Vanta Netsuite Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this powerful episode, I sit down with Bryan Mancheno—an absolute powerhouse in the Medicare space—who went from zero to millions in the insurance industry by doing something most agents completely overlook: building strategic referral relationships with doctors and hospitals.Bryan breaks down exactly how he did it—step by step. He shares how he became the go-to Medicare expert for medical professionals, how he earned their trust, and how any agent watching can model this strategy to build a referral machine that fuels long-term success.Whether you're brand new to the business or looking to scale to 7 figures, this conversation will give you tactical insight and real-world inspiration. And the best part? Bryan's not just talking about theory—he's living proof that this works.
Vincent and Joel sit down with guest, new Senator Overture Walker, to discuss his family roots in Sumter, his education at U.S.C., how he got his start in Politics, his goals for his tenure as a Senator, how it feels being in the super minority of Senate Democrats, Problems with the Insurance Industry, SCOUT MOTORS Plant, School Vouchers, and what to look for in the coming terms. Hear Bourbon Briefs where the Senators discuss the latest updates from the capital, including the Supreme Court's sign-off on a strict abortion ban, a republican super majority in the senate AND the house, increasing S.C.'s energy production needs, and much more!Get your latest Statehouse update and hear firsthand the rationale behind some of the legislature's most controversial bills. Join Senators Sheheen and Lourie in this week's episode where they take a deeper look at upcoming legislation and lawmakers' actions in S.C. Support the showKeep up to Date with BITBR: Twitter.com/BITBRpodcastFacebook.com/BITBRpodcasthttps://bourboninthebackroom.buzzsprout.com
Up to quite recently, if you had had a cancer diagnosis, you probably found it next to impossible to get life insurance cover even if you were fully recovered. There has been a code of practice in place from the insurance industry for the past year but no legislation. Now the insurance industry has stepped back and is supporting laws to enshrine the so-called “right to be forgotten“ when it comes to cancer survivors. Speaking to Joe this morning was Robert Troy the Minister of State at the Department of Finance with special responsibility for Insurance.
This Special Episode of the Capitol Weekly Podcast was recorded live at the California Insurance Crisis, which was held in Sacramento on Wednesday, May 14, 2025.This is Panel 1: The State of the Insurance Industry, featuring Amy Bach of United Policyholders; Rex Frazier, Personal Insurance Federation of California; Meredith Fowlie, UC Berkeley.Moderated by Levi Sumagaysay of CalmattersThanks to our California Conferences sponsors:THE TRIBAL ALLIANCE OF SOVEREIGN INDIAN NATIONS, WESTERN STATES PETROLEUM ASSOCIATION, KP PUBLIC AFFAIRS, PERRY COMMUNICATIONS GROUP, CAPITOL ADVOCACY, THE WEIDEMAN GROUP, CALKIN PUBLIC AFFAIRS and CALIFORNIA PROFESSIONAL FIREFIGHTERS
AM Best Chief Ratings Officer Ken Johnson unpacks the latest industry outlooks, the growing impact of private equity and offshore reinsurance structures, and the importance of transparency and balance sheet discipline amid evolving global regulations in this repost of the InsuranceAUM.com.podcast.
In this episode of The Future of ERP, Gaye Bingul, SAP Insurance Industry Lead, and Javier Gil, Head of Global Insurance & Reinsurance at SAP, discuss how the future of insurance relies on AI-powered ERP systems that unify all types of data-structured, unstructured, SAP, and non-SAP-to unlock deeper insights into customers and climate risks. They highlight key challenges insurers face, including complex global data privacy regulations, the growing aging population (“silver segment”), and a widening skills gap due to retiring experts and difficulty attracting new tech talent. Gaye and Javier emphasize how insurers can leverage connected devices, wearables, and AI-driven analytics to offer personalized health and wellness services that help the aging population stay healthy and independent while driving innovation and growth. Listeners gain insight into why digital transformation and advanced ERP solutions are critical for navigating regulatory demands and demographic shifts in the insurance industry.
Landlord insurance is an important tool for protecting your rental property, but many don't understand how it differs from homeowner insurance. In this episode, Kathy Fettke talks with Darren Nix, CEO of Steadily, to explore what landlord insurance is, what it covers, common misconceptions, and claims a landlord is most likely to file. Whether you're a new investor or a seasoned landlord, this episode will help you make smarter decisions about risk, coverage, and property protection. Topics Discussed: 01:00 Darren's Investor and Insurance Story 03:08 Insurance Industry 06:30 What Landlord Insurance Covers 08:50 Common Claims 11:23 Insurance Misconceptions 14:00 Renting vs Owning 16:19 Regional Claims 19:33 How to Reduce Cost of Insurance
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best. Together, they unpack AM Best's latest outlooks on the property & casualty and life insurance sectors—covering everything from macroeconomic uncertainty to the rise of private credit, offshore reinsurance, and how ratings methodology is adapting to today's dynamic insurance investment landscape. Ken shares his take on the growing role of asset manager-owned insurers, the shift toward more complex ownership structures, and the increased reliance on less transparent asset classes. He also discusses AM Best's internal working groups and how they aim to strike a balance between robust capital modeling and fair treatment for insurers with evolving portfolio strategies. Whether you're a CIO, portfolio manager, or regulator, this discussion sheds light on how risk, regulation, and ratings intersect in today's market.
With major staff reductions and budget constraints, the SEC is predicted to scale back broad enforcement efforts and prioritize more traditional securities fraud like insider trading, Ponzi schemes and accounting fraud. Mike Radak, Alliant Financial Institutions, and David Finz, Alliant Claims & Legal, explore the shifting regulatory priorities for the SEC under the current U.S. administration and its implications for financial and consumer industries.
Scott welcomed Steve Prew to the virtual studio for this week's episode where they discuss discussing the evolution of financial advising, the importance of lifelong learning, and how The American College is adapting its educational offerings to meet the changing needs of both advisors and the financial industry at large.Steve Prew is the Vice President and National Sales Manager at The American College of Financial Services. In his current role, Steve leads a dynamic sales team focused on exploring, developing, and managing institutional relationships within both the insurance and investment sectors of the industry.Before joining The American College, Steve held a variety of roles with increasing responsibility, including retail advisor, internal and external wholesaler, key accounts manager, and national sales manager. These experiences have provided him with a well-rounded understanding of the financial services landscape.A U.S. Navy veteran, Steve holds a Bachelor's degree in Finance and an MBA with a focus in Strategic Management from Regis University. He currently resides in Highlands Ranch, CO with his wife, Katie. In his free time, Steve enjoys outdoor activities such as golfing, cycling, and bowhunting.In this episode you will learn the following:How The American College of Financial Services focuses on lifelong learning and the evolving landscape of financial services education.The importance of continuous education in financial services, emphasizing the American College's role in providing specialized designations like the Tax Planning Certified Professional and Wealth Management Certified Professional.The changing dynamics in the financial advisory industry, including the integration of insurance and investments, the recruitment of younger advisors, and the shift away from traditional four-year college degrees.The American College's innovative approaches to education delivery, such as their Personal Pathway model and Knowledge Hub, which offer interactive, accessible, and comprehensive learning experiences for financial professionals. Connect with Scott on LinkedInConnect with Steve on LinkedInFor more on The Optimized Advisor Podcast click here For more on The American College click hereFollow us on LinkedIn **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning
In a book he co-authored, Sustainability and the Insurance Market: Trends and Challenges, University of Valencia's Juan Bataller-Grau explores sustainability's impact on insurance, shaping risk management, responsibility and profitability.
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Thanks for joining us for another Listen to this BULL and don't forget to subscribe.#insurancetips #publicadjusterpodcast LISTEN TO THIS BULL is available on your favorite streaming platform!:Apple Podcasts: shorturl.at/bkuP7Spotify: shorturl.at/bpEMUGoogle Podcasts: shorturl.at/yAJY5Amazon Music: shorturl.at/rxBX9Listen to this Bull Exposing Bull in the Insurance Industry https://listentothisbull.com/ Support the show
Jake Holehouse, CEO of HH Insurance Group, joins host Owen LaFave for a deep dive into a topic relevant to every Floridian: the cost of insurance in our wonderful but weather-prone state. Yes, Florida has experienced insurance challenges in recent years–especially when it comes to property, auto, flood, and marine insurance–but as Jake says, “It doesn't have to be expensive in Florida.” This informative discussion starts with the impact of 2022 legislative reforms on stabilizing insurance rates, and why consumers may not see immediate reductions due to rising construction costs–even though the market is in a better position and continues to improve. In the meantime, Jake shares practical strategies home and business owners can use to reduce their premiums and mitigate expenses. He also explains the limitations of the National Flood Insurance Program (NFIP) and the unique vulnerabilities experienced by businesses in flood-prone areas. Finally, Jake and Owen look to the future with the rise of Insurtech–the use of AI and other technology–and consider reasons to feel optimistic about the state of insurance in Florida. The Bank of Tampa | Member FDIC
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!”
In this episode of The Frustrated CEO Podcast, we sit down with Joe Battaglia Sr. and his sons, Joey and Nick, the powerhouse family behind Senior Services of North America (SSNA). From a single postcard that sparked an idea to becoming a national leader in the Medicare insurance space, the Battaglias share their journey of building a business rooted in family values, driven by relentless vision, and powered by innovation. Hear how they navigate growth, technology, and the complexities of working with loved ones—while keeping their mission at the center of it all.Join us in this special episode as we dive deep into the Battaglia family's journey, their shared vision for SSNA, and how they continue to build one of the most successful insurance organizations in the industry.----Follow us on Instagram: @thefrustratedceopodcast Apple Podcasts: https://podcasts.apple.com/us/podcast/the-frustrated-ceo/id1560914781Spotify: https://open.spotify.com/show/0fG5mJ9lS6sobAthuak3Ns?si=6a112c0022064cf3LinkedIn: https://www.linkedin.com/company/the-lyons-group-consulting/?viewAsMember=trueTikTok: @TheFrustratedCEOPodcast Contact us: info@thelyonsgroupconsulting.com----#TheFrustratedCEOPodcast #InsuranceIndustry #FamilyBusiness #SSNA #MedicareInsurance #InsuranceSuccess #Entrepreneurship #LeadershipInInsurance #FamilyBusinessLeadership #InsuranceAgents #Mentorship #BusinessGrowth #LifeInsurance #Annuities #SSNAFamily #InnovativeLeadership #InsuranceTechnology #InsuranceCareer #HealthAndWealth #JoeBattaglia #JoeyBattaglia #NickBattaglia #InsuranceMentoring #InsuranceStrategies #BusinessPodcast #PodcastForSuccess #InsuranceCommunity #InsuranceProfessionalsThe Frustrated CEO is a registered trademark. All rights reserved.Website: Frustrated CEOSocial: LinkedIn
In this episode, YS Chi speaks with Bill Madison, CEO of our insurance business at LexisNexis Risk Solutions to explore the dynamics within the insurance industry and why premiums keep rising across the board. To understand the challenges consumers and insurance carriers are facing today, Bill takes us back to 2020, right at the beginning of the pandemic. This episode is also available on YouTube at https://youtu.be/PGgi39UtbBE
Paul Tyler and Bruno Caron welcome Deloitte's Insurance Practice leader Dan McCoach to discuss how technology is reshaping the life and annuity industry. The conversation explores four practical applications of AI delivering immediate value: automating developer workflows, enhancing back-office efficiency, streamlining document processing, and drafting complex communications. McCoach offers a fascinating perspective on how AI tools are rescuing legacy systems just as subject matter experts reach retirement age. Looking ahead, McCoach discusses DeepSeek's disruptive impact on AI economics and warns that quantum computing's arrival within 5-8 years could compromise current encryption standards. Whether you're an industry insider or technology enthusiast, this episode delivers essential insights on the digital revolution transforming insurance.
Episode 805: Insurance is an increasingly data driven industry, but an effective data governance plan can only be as good as a company's data is accurate. On today's Unscripted, Neil Alldredge, president and CEO of NAMIC, talks with Gwen Thomas, data strategist and founder of the Data Governance Institute, about what it means to have good data hygiene.This episode of the Insurance Uncovered is sponsored by Holborn.
Unlocking the Secrets of the Insurance Industry with Sam Melmed the CEO of NCD | Welcome to the latest episode of The Agent Boost Podcast! This week, hosts Dan and Mike Hardle are joined by special guest Sam Melmed, a heavyweight in the health insurance industry. They delve into Sam's unique journey from training to be a rabbi to becoming a CEO in the insurance world, and how his background influences his current role. Listen in as they discuss the intricacies of dental insurance, the regulatory environment, and the importance of continually learning in the dynamic world of insurance. Whether you're a seasoned pro or just starting out, there's invaluable insight and actionable advice in this episode!
Health insurance costs are rising, and most CEOs feel trapped in a system that seems impossible to control. But what if there was a way to cut costs, improve employee benefits, and take back control?In Part 2 of our conversation with Chris Hamilton, partner at Hotchkiss Insurance, we dive into practical strategies that business owners can use to build a high-performance, cost-saving health plan—without sacrificing quality care.
Christian Brindle discusses entrepreneurship in insurance, some of the benefits and challenges of entrepreneurship in the space, and tips for navigating the complexities of the insurance world. Find him at eseniorinsurance and listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management
Robert Hartwig, University of South Carolina, discussed how tariff expansion could impact the insurance industry: from rising costs to supply chain disruptions; and offers strategies to address these challenges.
Stephen Grootes discusses the implications of the budget speech on personal taxation with Charles de Wet and John Manyike and explores Alex Thomson's journey in building Naked Insurance. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.
In this DEBUT VIDEO EPISODE of the Faith Driven Entrepreneur podcast, host Justin Forman interviews Jack Hooper, founder and CEO of Take Command Health. Jack shares his extraordinary journey from tracking terrorist financing for the CIA to revolutionizing health insurance after a personal healthcare crisis when his wife unexpectedly became pregnant with twins during business school.Jack reveals how his mission to create transparency in healthcare costs led to building a company that empowers both employers and employees with a new model of health insurance. The conversation explores the broken incentive structures in traditional health insurance, leadership challenges in a secular workplace, and wrestling with the tension between business success and kingdom values.This episode unpacks how faith guides entrepreneurial decisions, setting personal financial boundaries as a founder, and recognizing the seasons of leadership. A powerful conversation on building redemptive business models that truly put people first.[Chapters]00:00 Introduction02:07 Jack's CIA background and counterterrorism work07:55 Unexpected life change and the path to healthcare15:50 The broken insurance system and Take Command's solution24:19 Mission-driven approach to business31:50 Wrestling with founder identity and financial boundaries40:15 Seasons of leadership and letting go► SUBSCRIBE for more Faith Driven Entrepreneur content: [Link Channel URL]► Visit https://faithdrivenentrepreneur.org for resources, community, and more#FaithDrivenEntrepreneur #JackHooper
Welcome to the Frustrated CEO Podcast! In this episode, we're joined by Chris Hamilton, a Partner at Hotchkiss Insurance, as he dives deep into the complexities of healthcare and insurance costs that are draining business profits across America. Chris specializes in employee benefits consulting and has spent over a decade advising clients on how to reduce expenses, improve coverage, and enhance employee health outcomes.Chris breaks down the broken systems in healthcare, revealing how health insurers profit by charging businesses and their employees more, the lack of transparency in the insurance industry, and how big insurers control costs while limiting access. He shares valuable insights on how businesses can future-proof their healthcare plans to save costs and reclaim profits. **In this episode, we cover:**- How misaligned healthcare markets are hurting business profits- The true cost of healthcare and how to fix it- The hidden influence of insurance giants and pharma on rising costs- Practical steps to create cost-effective, high-performance health plans for your business**Special Giveaway:** Chris is offering the *Insider Playbook* to help you fix your health insurance problems—download it here: [fixhealthinsurance.com](https://fixhealthinsurance.com)**Contact Chris Hamilton:**
Want the secrets to building a resilient business and learn how to future-proof your entrepreneurial journey with insights from our guest, Phil Portman. Listen as Phil shares his inspiring transformation from a difficult upbringing to becoming a successful entrepreneur, motivated by the desire to secure a stable future for his autistic son. Discover the importance of moving from micromanaging to empowering your team and creating systems that ensure your business can thrive independently, even in your unexpected absence. Phil's personal anecdotes shed light on crucial strategies, including estate planning and key person life insurance, that safeguard your business legacy. Stay ahead of the curve in communication technology with our exploration of the rising trend of text messaging in the U.S., particularly among those under 50. Phil and I discuss the immediacy and convenience of text messaging in urgent scenarios, illustrated by personal stories. We also tackle the challenges posed by spam and phishing, unveiling how the industry, alongside Phil's company Textdrip, is innovating solutions like delivery tracking and spam prevention. This episode is a compelling blend of business wisdom and tech insights, designed to equip you with the knowledge to both secure your business operations and enhance your communication strategies. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Phil Portman's Early Life and Motivation for Entrepreneurship 00:02:15 - Transition from Micromanaging to Empowering the Team 00:04:00 - The Importance of Estate Planning and Key Person Life Insurance 00:05:30 - Personal Anecdote: Business Associate's Health Crisis and Lessons Learned 00:07:00 - Strategies for Operational Resilience and Testing Systems 00:09:00 - Introduction to Text Messaging as a Preferred Communication Method 00:10:15 - Personal Experiences with the Convenience of Text Messaging 00:11:30 - Industry Challenges: Spam and Phishing in Text Messaging 00:12:51 - Textdrip's Innovative Solutions for Delivery Tracking and Spam Prevention 00:15:00 - Early Development and Challenges in Creating Textdrip 00:17:00 - Success in Targeting the Insurance Industry with Textdrip 00:18:45 - Advantages of Text Messaging Over Traditional Communication Methods 00:20:15 - Threats and Solutions for Future Text Messaging Security 00:22:30 - Ensuring High Deliverability and Accurate Reporting with Textdrip 00:24:00 - Case Study: Overwhelming Success of a Text Campaign 00:26:00 - The Importance of Personalized Customer Service at Textdrip 00:27:30 - Closing Remarks and Information on Trying Textdrip and Following Phil Portman Episode Resources: Check out what Phil is up to at Textdrip here: https://textdrip.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Agency Nation Radio - Insurance Marketing, Sales and Technology
On this episode of Agency Nation Radio, Johanna Holling, volunteer relations program manager at National Invest Program, hosts a conversation about attracting young talent to the insurance industry with Ashley Engl, business development manager at Jencap, and Hal Soden, Jr., principal and risk management advisor at Oliver L.E. Soden Agency Corp. Together, they discuss what Invest is, how they got involved with the program and how it can help attract more talent to the insurance industry. "I think a lot of it is the image that we put out there, and the content that either resides on your company's website or your social media", Engl says. “That's where they're looking for roles. They're trying to get a picture of what this job looks like.” Also, it's about “educating the general public on careers and insurance,” Engl continues. “If someone is looking to hire people, you want to showcase that they can make a career at your agency or your company, so find ways to communicate that." Over the past year, Invest has collaborated with DECA—a 75-year-old organization dedicated to preparing young leaders for business and entrepreneurial careers. Invest has introduced insurance education to DECA through classroom connections, corporate challenges and insurance volunteers. There are also numerous opportunities to volunteer at Deca events, such as being a judge at a competition, representing Invest at a booth and participating in insurance career panels. To learn more about volunteering, please visit investprogram.org/volunteer. If you are unable to volunteer, but would still like to contribute to the program, you can use the donation button as Invest is a 501C. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.
The Law of Rebuilding LA Episode 6: Balancing insurance industry concerns with homeowner needs by
Wildfires swept through parts of southern California last month, causing indescribable human suffering and property destruction. The rising frequency and magnitude of these events, along with the unintended consequences of some well-intentioned regulations, are also placing unique pressure on the insurance market. In this episode, we talk with Matt Palazola, Senior Analyst for Property and Casualty Insurance with Bloomberg Intelligence, about the size of the wildfires' insured losses, the risk of financial contagion, and how the insurance industry could change moving forward.
Insurance New Business Challenges: Avoid These Common Pitfalls
Nightlife News Breakdown with Philip Clark, joined by Amy Remeikis, Chief Political Analyst at the Australia Institute.
“Whatever your clients find attractive about you and the reason they want to work with you is the exact same reason that a buyer is going to find you attractive and want to acquire your agency.”- Shelby CowleyShelby Cowley joined me this week to discuss the complicated world of insurance mergers & acquisitions. How do you get the best valuation for your agency? What key metrics are most attractive to buyers? How much does personality impact the value?We answer all of those questions and more on this week's episode of Self-Funded.Chapters:00:00:00 Meet Shelby Cowley00:08:51 Empowering Entrepreneurs through Unique Insurance M&A00:11:42 Valuation Impact on Agency Acquisition Success00:15:46 High Demand Driving Top-Tier Valuations in Acquisitions00:19:29 Strategic Evaluation for Successful Business Acquisitions00:22:18 Long-term Partnership Potential in Buyer Selection00:28:45 Performance-Based Growth In Business Sale Agreements00:37:57 Leveraging Private Equity for Growth and Acquisitions00:42:15 Maximizing Acquisition Value Through Seller's Representation00:45:18 Value-Driven Consulting in Client RelationshipsKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Insurance Mergers, Mergers And Acquisitions, Business Sales, Sales, Business Acquisition, Market Dynamics, Transactions, Private Equity Deals, PE, Private Equity, Buyer Selection, Earn Out Period, Seller Representation, Consultant, Insurance Industry, Broker, Representative, Valuations, Growth Strategies, Transaction Goals, Employee Benefits, fixing healthcare, podcast, benefits, health, healthcare, health insurance, self funded, self funding#InsuranceMergers #MergersAndAcquisitions #BusinessSales #Sales #BusinessAcquisition #MarketDynamics #Transactions #PrivateEquityDeals #PE #PrivateEquity #BuyerSelection #EarnOutPeriod #SellerRepresentation #Consultant #InsuranceIndustry #Broker #Representative #Valuations #GrowthStrategies #TransactionGoals #EmployeeBenefits #fixinghealthcare #podcast #benefits #health #healthcare #healthinsurance #selffunded #selffunding
Bledion Dizdari welcomes Pam Frassineti, Alliant Public Entity, to discuss her career journey and what sets Alliant apart as a leader in insurance. Pam shares how her aspiration to become a high school guidance counselor provided her with the transferable skills needed to succeed in the insurance industry, emphasizing the value in understanding client needs, building trust and providing customized solutions. As a recent addition to the Alliant team, she highlights how the company's relationship-centered approach is essential to building a successful outcome.
Despite a lack of subpoena power and cooperation from village workers, former Chicago Mayor Lori Lightfoot said her investigation uncovered a pattern of mismanagement and deception by Dolton Mayor Tiffany Henyard. "There was a concerted, systematic effort on behalf of Mayor Henyard and others in her administration to hide the true financial condition of the village of Dolton from the trustees and from members of the public," said Lightfoot, now a senior consultant with Charles River Associates.
Join us for a power-packed conversation with some of the insurance industry's top leaders: Alex Branning, founder of Agent CRM; Nick Bravo, CEO of Level Up Marketing; and Nate Auffort, an agency owner and founder of SWAT Training (Strategic Wealth Accumulation Tactics) who also runs the SWAT conference for insurance professionals. Topics include the benefits of cutting-edge CRMs, costly mistakes that render PPC Google Ads ineffective, and the mindset and skills needed to build lasting wealth. Connect | Resources Websites · Agent CRM · Level Up Marketing · SWAT Financial Connect · Connect with Nate on LinkedIn and learn about SWAT Training (Strategic Wealth Accumulation Tactics) and the SWAT conference Books · Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan and Dr. Benjamin Hardy · Extreme Ownership: How US Navy Seals Lead and Win by Jocko Willink and Leif Babin Visit our Resource Library for free resources, including e-books, printables, and lead magnets to attract new leads. Have a question you'd like us to answer? Send us an email at podcast@remindermedia.com, or shoot us a DM on Instagram @staypaidpodcast.
In episode 222 of America Adapts, I sit down with Dr. Carolyn Kousky, a leading expert in climate risk and insurance, to explore the transformative potential of 'Insurance for Good.' We discuss how climate change is not only intensifying risks like wildfires in California but also driving radical changes to insurance markets worldwide. Carolyn shares insights on how the industry can respond to these challenges by closing protection gaps, incentivizing resilience, and creating innovative solutions to build more climate-resilient communities. It's a timely and critical conversation at the intersection of insurance, wildfires, and the future of climate adaptation. Battelle's ICR25 ICR25 brings together the world's brightest minds to solve the resilience challenge. This year's theme, “Partner, Accelerate, Launch,” highlights the critical need for innovative solutions to reach commercialization and impact resilience. Submit an abstract here: Abstracts https://www.battelle.org/conferences/icr Register here: https://www.battelle.org/conferences/icr/technical-program-registration Check out the America Adapts Media Kit here! Subscribe to the America Adapts newsletter here. Donate to America Adapts Listen to America Adapts on your favorite app here! Facebook, Linkedin and Twitter: https://www.facebook.com/americaadapts/ @usaadapts https://www.linkedin.com/in/doug-parsons-america-adapts/ Links in this episode: https://www.insuranceforgood.org/ Is California becoming Uninsurable? https://www.insuranceforgood.org/blog/is-california-becoming-uninsurable Doug Parsons and Speaking Opportunities: If you are interested in having Doug speak at corporate and conference events, sharing his unique, expert perspective on adaptation in an entertaining and informative way, more information can be found here! Facebook, Linkedin and Twitter: https://www.facebook.com/americaadapts/ @usaadapts https://www.linkedin.com/in/doug-parsons-america-adapts/ Donate to America Adapts Follow on Apple Podcasts Follow on Android Now on Spotify! List of Previous Guests on America Adapts Follow/listen to podcast on Apple Podcasts. Donate to America Adapts, we are now a tax deductible charitable organization! Podcasts in the Classroom – Discussion guides now available for the latest episode of America Adapts. These guides can be used by educators at all levels. Check them out here! The 10 Best Sustainability Podcasts for Environmental Business Leadershttps://us.anteagroup.com/news-events/blog/10-best-sustainability-podcasts-environmental-business-leaders Join the climate change adaptation movement by supporting America Adapts! Please consider supporting this podcast by donating through America Adapts fiscal sponsor, the Social Good Fund. All donations are now tax deductible! For more information on this podcast, visit the website at http://www.americaadapts.org and don't forget to subscribe to this podcast on Apple Podcasts. Podcast Music produce by Richard Haitz Productions Write a review on Apple Podcasts ! America Adapts on Facebook! Join the America Adapts Facebook Community Group. Check us out, we're also on YouTube! Executive Producer Dr. Jesse Keenan Subscribe to America Adapts on Apple Podcasts Doug can be contacted at americaadapts @ g mail . com
In this conversation, Sam Knickerbocker and Tyler Jensen explore the significance of value-based interactions over transactional relationships, emphasizing how these interactions shape our legacy. Tyler shares his upbringing in Utah, highlighting the influence of his family, particularly his parents and sisters, in instilling values of service and continuous learning. He discusses his journey into the insurance industry, the challenges he faced, and how he transformed setbacks into opportunities for growth. The conversation culminates in a discussion about the importance of maintaining a mindset of continuous improvement and the role of systems in achieving top performance. In this conversation, Sam Knickerbocker and Tyler Jensen explore the themes of fear, complacency, and the importance of optimism in achieving top performance. They discuss how fear can lead to a cycle of complacency, preventing individuals from reaching their full potential. The conversation emphasizes the significance of focus and clarity in overcoming fear, as well as the role of mentorship and support systems in navigating challenges. They outline the four pillars of top performance: optimism, systems, power, and focus, providing insights into how these elements contribute to success in business and personal growth.Fuel Your Legacy: 9 Pillars To Build A Meaningful Legacytylerjjensen.comChapters00:00 The Importance of Value-Based Interactions10:01 Personal Growth Through Family Influence20:13 Service as a Core Value23:50 The Journey of Continuous Learning and Improvement25:47 The Cycle of Fear and Complacency29:07 Optimism vs. Complacency in Performance30:32 The Power of Focus and Clarity32:57 The Role of Mentorship in Overcoming Challenges35:52 Support Systems: The Importance of Belief39:27 Managing Mindset for Success42:51 The Four Pillars of Top PerformanceTakeawaysValue-based interactions are crucial for legacy.Service and education were pivotal in Tyler's upbringing.Continuous learning is essential for personal and professional growth.Complacency can hinder success; strive for top performance.Family influences shape our values and career paths.Overcoming setbacks is key to success in business.Personal connections drive success in any field.Action is more impactful than words in teaching values.Establishing systems can lead to consistent results.Negativity bias can affect our perception of success. Fear can lead to complacency and hinder growth.Top performers view failures as learning opportunities.Focus and clarity negate fear and drive success.Education and continuous learning are vital for business owners.Mentorship helps individuals navigate challenges and grow.Support from loved ones can be a powerful motivator.Managing mindset is crucial at all levels of success.Energy not intentionally organized returns to chaos.The four pillars of top performance are optimism, systems, power, and focus.Internal values drive motivation and goal-setting.
Even before the fires in Los Angeles, California's insurance market was under enormous pressure. Extreme weather events like wildfires, which have been supersized due to climate change, previously led national carriers like Allstate and State Farm to stop writing new homeowners policies. And some property owners are facing non-renewal for homes deemed by insurance companies to be at risk. California is not alone in this dilemma. Florida has the highest insurance rates in the country, and its residents pay 37% more for coverage as compared to national averages. We'll talk to experts about how these latest fires will impact the state's insurance industry and the future of insurance in a climate change-charged world. Guests: Michael Wara, policy director, Sustainability Accelerator at the Doerr School of Sustainability, director, Climate and Energy Policy Program, senior research scholar, Woods Institute for the Environment; Stanford University Dave Jones, former Insurance commissioner, California Department of Insurance; Dave Jones is the director of the Climate Risk Initiative at UC Berkeley's Center for Law, Energy and the Environment (CLEE). Amy Bach, executive director and cofounder, United Policyholders - a San Francisco-based nonprofit that advocates for insurance consumers.
Jase's one-line response to his insurance agent referring to an “act of God” left him speechless and could result in the coverage outcome that Jase was after. Zach has figured out the difference between rednecks and hillbillies. The guys compare the two options available to humanity with the choice of following the flesh and finding death or finding peace and life in Jesus. In this episode: Colossians 3; Isaiah 2, verses 3-4; John 14, verses 25-27; Romans 5, verses 1-2; Philippians 4, verse 6; Revelation 21, verses 1-7, 22-26 “Unashamed” Episode 1011 is sponsored by: https://www.patriotmobile.com/phil — Get a FREE MONTH of service when you enter code PHIL or call 972-PATRIOT. https://preborn.com/unashamed — SAVE babies with your tax-deductible donation today! https://angel.com/unashamed — Get your tickets to “Homestead” in theaters on December 20! https://philmerch.com — Get your “Unashamed” mugs, shirts, hats & hoodies! -- Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Scott Becker discusses President Trump's critique of insurance companies as healthcare middlemen, examining the shifting role of insurers, the impact on Medicare and Medicaid, and broader implications for the U.S. healthcare system.