Podcasts about insurance management

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Justin interviews three RISKWORLD attendees at RISKWORLD 2025. They are first, Audrey Trim of Thomson Rivers University, second, Lucy Straker of Beazley, and third, François Beaume of Sonepar and AMRAE.   Audrey Trim shares information about her career and her experiences at RISKWORLD and on the Board at BC RIMS. She introduces the Second Annual Coast to Coast Risk Management Legacy Challenge for Canada and tells how student teams can compete.   Lucy Straker describes the growing risk of political violence and active assailant events, and what insurance products are needed on top of general liability. She offers strategies for preventing and mitigating violent events.   François Beaume presents the 17th Annual AMRAE RMIS Panorama, a survey of vendors and risk managers, with insights into the software and technology available to corporate risk teams. The Panorama and data sets are freely available online in French and English at the link below. Listen in for a glimpse of the variety of education at RISKWORLD. Be sure to save the dates May 3rd through the 6th for RISKWORLD 2026 in Philadelphia.   Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast, coming to you live from RISKWORLD 2025 in Chicago. There are so many topics and perspectives to cover! [:40] RIMS-CRMP Workshops! RIMS is co-hosting an intensive four-day program, which is your gateway to achieving two prestigious certifications, the DRI Certified Business Continuity Professional (CBCP) and the RIMS Certified Risk Management Professional (RIMS-CRMP). [:59] This workshop will be held from May 19th through the 22nd in collaboration with DRI International. Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:14] Virtual Workshops! On June 12th, Pat Saporito will host “Managing Data for ERM”, and she will return on June 26th to present the very popular new course, “Generative AI for Risk Management”. [1:31] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:42] We're at RISKWORLD this week, but preparations are already underway for the RIMS ERM Conference 2025 on November 17th and 18th in Seattle, Washington. RIMS is accepting educational session submissions through May 20th. [2:00] The best submissions will address current and future challenges facing ERM practitioners as well as provide leading practices and concrete takeaways for a diverse audience of risk professionals from industries or organizations of varied sizes, disciplines, functions, and roles. [2:16] These include officers, leaders, managers, and students. The link to the submission form is in this episode's show notes. [2:26] Of course, mark your calendars for November 17th and 18th, and I'll be sure to alert you when registration opens. [2:34] RISKWORLD 2025 was one of the highlights of the 75th Anniversary of RIMS. We had a fantastic time here at McCormick Place in Chicago. We've got a lot of perspectives that we're going to cover! [2:47] Our first guest is the Responsible Use of Space Coordinator in the Risk Management Department of Thomson Rivers University in British Columbia and a Board Member of BC RIMS. She is making her RISKWORLD and RIMScast debut. [3:04] Audrey Trim is here to tell us about her experience as a first-time attendee and the 2025 Coast-to-Coast Risk Management Legacy Challenge, which was a big draw among the students at RIMS Canada 2024, and we expect that to possibly outdo itself in 2025. [3:24] You could sense the energy on the exhibit room floor on Day 1 of RISKWORLD. Let's get to it! [3:32] Interviews! Audrey Trim, welcome to RIMScast! [3:38] On RISKWORLD Day 1, Audrey enjoyed the Matha Stewart opening keynote. It was a great, inspirational show. Audrey has taken in some great sessions. She's looking forward to some educational seminars. This is Audrey's first RISKWORLD; it will not be her last! [4:57] Audrey explains her job title, Responsible Use of Space Coordinator. She oversees the non-academic space, among other things, on the Thomson Rivers University campus. She focuses on the best use of the space in a responsible way. [6:07] In earlier roles, Audrey worked on the 2014 Tim Hortons Brier in Kamloops and was an Event Coordinator for the City of Kamloops. She also coordinated a Buskers Festival. Then she fell into risk management, and she's loving it. [6:28] Audrey joined the Risk Group at Thomson Rivers three years ago. She became a BC RIMS member and now serves on the chapter board. Audrey is on the organizing committee of the Coast to Coast Risk Management Legacy Challenge, working with the SA RIMS Chapter. [7:01] This is the Second Annual Coast to Coast Risk Management Legacy Challenge for Canada. They will try to outdo the premier year. The Challenge involves students in teams of four from universities across Canada. [7:31] The teams get a case study and compete for the top two spots. The top two teams will get a chance to present their findings at the 2025 RIMS Canada Conference, which will be in Calgary, Alberta, from September 14th through 17th. [7:50] This year, Ken Letander, Case Study Champion, owner and Founder of Strat First Inc., a Canadian risk management firm, has chosen the case study topic: Reporting, Set Aside, Spend: Indigenous business joint venture, ethical dilemmas, and program integrity benefits. [8:15] It's going to be a big draw. Audrey hopes lots of teams apply. Ken Letander and others will judge the entries. [8:45] Audrey describes the passion and thought that went into the submissions to the 2024 Coast to Coast Challenge. The winning submission developed a tool to measure health equity across the province. The tool was given to the Fraser Health Authority to use day-to-day.  [9:35] The Coast to Coast Challenge is open to students across Canada. One of the members of the winning team last year changed her direction from business to risk management, because she had such a great experience at the conference and during the case study. [10:38] Apply to join the Coast to Coast Risk Management Legacy Challenge by May 24th. The case study will be assigned on May 30th. Each team submits a 10-page report. The judges will pick the top two teams to present at the RIMS Canada Conference 2025. [10:55] A link to the submissions page and contact information is in this episode's show notes. [11:16] Audrey's advice to anyone considering attending RISKWORLD 2026: “Know where you're going and how to get around the conference. Also, curate your sessions. There are a lot of options here. Pick out the ones that will have an impact on you and teach you something great.” [11:35] “There are so many networking opportunities. Take advantage of those. Get out there. Don't be afraid to try new things!” [11:39] RIMS Canada 2025 will be held from September 14th through 17th in Calgary. Registration will open soon. Audrey says, “Do it! The RIMS Canada Conference was a great opportunity to meet people and network!” [12:20] Plug Time! RIMS Webinars! We are back on May 22nd, with GRC, a TÜV SÜD Company, and their newest session, “Asset Valuations in 2025: Managing Tariffs, Inflation, and Rising Insurance Scrutiny”. [12:36] On June 5th, Zywave joins us to discuss “Today's Escalating Risk Trajectory: What's the Cause and What's the Solution?” [12:47] On June 17th, Origami Risk returns to present “Strategic Risk Financing in an Unstable Economy: Leveraging Technology for Efficiency and Cost Reduction”. This session was rescheduled from May. If you were already registered, you do not need to take any action. [13:03] More webinars will be announced soon and added to the RIMS.org/Webinars page. Go there to register. Registration is complimentary for RIMS members. [13:15] Spencer Educational Foundation's Grants program is starting soon. Spencer's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [13:34] Since 2010, Spencer has awarded over $3.3 million in General Grants to support over 130 student-centered experiential learning initiatives at universities and RMI non-profits. Spencer's 2026 application process is now open through July 30th, 2025. [13:55] General Grant awardees are typically notified at the end of October. Learn more about Spencer's General Grants through the Programs tab of SpencerEd.org. [14:05] On the 7th of October, the New Jersey RIMS Chapter will return to the beautiful Fiddler's Elbow Country Club in Bedminster, New Jersey, for their Annual Charity Golf/Pickleball Event. [14:18] Registration is open, and the event proceeds are used to fund the chapter's Spencer and Kids' Chance Scholarships. It was the filming location for the upcoming movie sequel, Happy Gilmore 2. For more information and to register, please NewJersey.RIMS.org. [14:42] My next guest was a panelist on several RIMS webinars. I was delighted to see her, so we could record this special segment live at RISKWORLD 2025. She is Lucy Straker. She is the focus group leader for U.S. Political Violence & Deadly Weapons Protection at Beazley. [15:00] We will talk about the trends she's seeing in her area of practice. [15:06] Lucy Straker, welcome to RIMScast!  [15:29] In 2016, Beazley looked at the landscape as it relates to terrorism and active assailant events and realized that traditional insurance options weren't providing sufficient solutions for its clients. Beazley created a product and a marketplace around active armed assailant events. [16:02] Lucy says what you see in the media is a fraction of what's happening. The media report the biggest and worst events. The risk is far higher than what is reported in the media. [16:31] Violence and shootings have increased. People are now more aware of the risk and are trying to respond to it through insurance products and legislation such as California's SB-553, with much more focus on preventing these events from occurring. [16:54] We want to avoid workplace violence before it becomes something. A lot of clients think they already have coverage for workplace violence in their traditional general liability insurance. [17:19] Recently, general liability carriers have put exclusions on their products for AMB, firearms, weapons, or the expected or intended injury exclusion found in a traditional ISA form. [17:38] Lucy says clients need to be aware that there is a potential coverage gap. A misconception among clients is that none of them think they will have a shooting. They're in denial. When there's a shooting, you hear, “I never thought it would happen to me!” [18:03] We're at a stage where gun violence is so prevalent in the U.S. that you can't argue you didn't think something was going to happen. You have to plan and prepare for the worst-case scenario. [18:28] Lucy advises risk leaders to buy coverage to help them cover the gap. They do not have to be alone. With most shootings, there is a warning sign. There is a trail. There are things to do to prevent it. [18:52] As a company, protocols have to be embedded from top-down and bottom-up. The company has to communicate every plan and procedure to its employees. Employees have to be trained and retrained. This is not something they're going to be thinking about every day. [19:09] You have to engage with your security team. You have to screen people. You have to screen the company. You have to create a culture of reporting. People are not going to report something unless they feel comfortable reporting it. You need to have anonymous reporting. [19:24] You need to instill a culture in your company of “See something, say something, report it.” It could be someone coming in and acting funny, or someone posting on social media, “I'm going to go carry out a shooting.” [19:46] More often than not, if someone's going down a path to violence, there are signs. They don't just wake up one morning and say they're going to go carry out a shooting. There are warning signs, and we want to catch them before it becomes something more material. [20:13] There are different lines of coverage and ways that coverage can respond, such as active assailant forms. Think about your business and other areas of your business you might not have thought about. Lucy mentions the United Health Care CEO being shot off the premises. [20:38] It was a targeted event. Were there warning signs online by Luigi, the perpetrator? How can you identify those threats? Make sure you have risk management and preventive measures in place. Think of the litigious landscape. We're now seeing more nuclear verdicts. [21:02] People always want someone to blame. You've got to make sure that, if something happens, you're doing right by the people to try and eliminate and reduce that liability on the back end. [21:15] RIMS Plug! The first of hopefully many RIMS Texas Regional Conferences will be held in San Antonio from August 4th through the 6th, 2025. This groundbreaking event is set to unite the Texas RIMS Chapters and welcome risk management professionals from around the world. [21:35] Guess what, folks! Registration is now open! The advance rate is available through May 16th. A link is in this episode's show notes. You can also visit the Events page of RIMS.org to register. We look forward to seeing you in Texas! [21:51] Let's Move to My Final Guest, François Beaume, The SVP for Risks and Insurance at Sonepar and the VP of AMRAE (The Association for Corporate Risk and Insurance Management)! [22:16] François Beaume is here to discuss the findings of the 17th Edition of the RMIS Panorama that AMRAE produces in association with and with the support of several groups, including RIMS. [22:36] François Beaume, welcome back to RIMScast! [23:02] AMRAE has the 17th Annual Edition of the RMIS Panorama available. In 17 years, the most significant evolution in risk management information system offerings has been the integration of advanced technologies like AI, automation, and data visualization. [23:57] These add-ons transform the software from a pure data management tool to a much more sophisticated platform that provides productive analyses and real-time risk monitoring to enhance decision-making capabilities and processes in a wider scope of topics. [24:40] Panorama is a collection of surveys. One survey focuses on vendors and one survey focuses on risk managers. François says there is still room for improvement in this solution. Progress has been made on flexibility and integration capability, with changes to come. [25:12] François sees a need to guarantee the success of such solutions, train users, and provide support to users to streamline how they use the system. Vendors receive feedback to provide customizable solutions, enhanced integration capability, training, user clubs, and more. [26:07] Interconnection is a key area of these tools. With APIs, modular architecture, and code-based solutions, more and more, these tools can connect with other risk management information systems. Some corporations have several risk management systems. [26:45] There are more and more interconnected features in these systems, to allow the risk manager and all the teams involved in the use of the risk management programatics to extract the most important benefits from the use of the tool. [27:04] ESG is a key area where this matters more and more. In Europe, there is a strong push for ESG compliance that requires corporations to gather and manage a huge volume of data that, when organized, is helpful to fuel the risk management processes. [27:33] The report evaluates 52 solutions in four functional categories, covering 17 functional modules and 14 technical modules to allow you to compare and assess the value of the solutions and if they are compatible with your company's technology for audit, risk, and more. [28:22] AMRAE is looking at the functional scope and the depth of the features that are offered. Is the scope well-covered? They are looking at technical capabilities; is it easy to integrate a solution? Is it scalable? How is the user interface? What can the admin customize? [28:45] AMRAE also gathers user feedback and testimonials from using a given tool in real life. That feedback provides robust data capabilities, seamless integration capabilities, and more user-friendly interfaces that will benefit the users of the tool. [29:36] RMIS vendors use AI in predictive analytics of historical data. Risk management is gathering and dealing with historical data linked to risk management topics to anticipate future risks. [29:59] Vendors use AI to automate workflows and streamline data from the field and validation from the stakeholders, reducing manual intervention and increasing confidence in the data quality. All data will be analyzed more easily with AI and integrated into interactive dashboards. [30:34] Dashboarding has improved over the past year to provide more interactive dashboards for better risk insights and risk decision-making processes. [31:10] François has advice for risk managers looking for RMIS software. His most valuable advice is to use the RMIS Panorama. It's freely available to anyone. You can get it in French or English. Besides the Panorama PDF, there is an online platform that allows customization. [31:48] The entire data set from the vendor and risk manager surveys is freely available online. You can customize your analytics of the data based on your use case. [32:32] François speaks of captives and the evolving reinsurance market. The market today is favorable toward captives, a powerful tool for improving corporate risk management and the way corporations are living with ESG. There is a strong push in Europe for captives. [33:22] François has seen the creation of about 20 captives in France. Corporations need captives in the risk management process and risk financing optimization. [34:00] Special thanks again to all of our guests and all of the RISKWORLD attendees who made this year's RISKWORLD Conference so very special. Links to RISKWORLD coverage are in this episode's show notes. [34:13] Mark your calendars for May 3rd through the 6th, and join us at RISKWORLD 2026 in Philadelphia. [34:20] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [34:49] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [35:06] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [35:24] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [35:40] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [35:54] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [36:01] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: RIMS Texas Regional 2025 — August 3‒5 | Advance registration rates now open. ERM Conference 2025 — Call for Submissions (Through May 20) RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now The Strategic and Enterprise Risk Center Spencer Educational Foundation — General Grants 2026 — Application Dates RISKWORLD 2025 — Show Daily! [Bottom of page] 2025 Coast-To-Coast Risk Management Challenge — Applications Open Through May 23 AMRAE RMIS Panorama 2025 New Jersey RIMS Spencer Golf/Pickleball Outing — Oct. 7 Global Trio of Risk Leaders Inducted Into RIMS Risk Management Hall of Fame RIMS Webinars: RIMS.org/Webinars “Asset Valuations in 2025: Managing Tariffs, Inflation, and Rising Insurance Scrutiny” | Sponsored by GRC, a TÜV SÜD Company | May 22, 2025 “Today's Escalating Risk Trajectory: What's the Cause & What's the Solution?” | Sponsored by Zywave | June 5, 2025 “Strategic Risk Financing in an Unstable Economy: Leveraging Technology for Efficiency and Cost Reduction” | Sponsored by Origami Risk | June 17, 2025   Upcoming RIMS-CRMP Prep Virtual Workshops: CBCP & RIMS-CRMP Exam Prep Virtual Bootcamp: “Mastering Business Continuity & Risk Management” | May 19‒22, 2025 | In Collaboration with DRI International Full RIMS-CRMP Prep Course Schedule “Managing Data for ERM” | June 12 | Instructor: Pat Saporito  “Generative AI for Risk Management” | June 26 | Instructor: Pat Saporito See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “RIMS 2025 Risk Manager of the Year, Jennifer Pack” “Risk and Leadership Patterns with Super Bowl Champion Ryan Harris” (RISKWORLD 2025 Keynote) “(Re)Humanizing Leadership in Risk Management with Holly Ransom” “Risk and Relatability with Rachel DeAlto” “Live From RISKWORLD 2024!” “The Rise of RMIS with AMRAE's VP, François Beaume” (2019)   Sponsored RIMScast Episodes: “The New Reality of Risk Engineering: From Code Compliance to Resilience” | Sponsored by AXA XL (New!) “Change Management: AI's Role in Loss Control and Property Insurance” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Demystifying Multinational Fronting Insurance Programs” | Sponsored by Zurich “Understanding Third-Party Litigation Funding” | Sponsored by Zurich “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guests: Audrey Trim, BTM, Responsible Use of Space Coordinator, Risk Management, Risk and Safety Services, Thomson Rivers University BC RIMS Board Member   Lucy Straker, Focus Group Leader U.S. Political Violence & Deadly Weapons Protection, Beazley   François Beaume, SVP Risks and Insurance, Sonepar, VP AMRAE, [Association for Corporate Risk and Insurance Management]   Production and engineering provided by Podfly.  

If insurance headaches are draining your energy and slowing your growth, you're not alone—and today's guest has the tools to help you take back control. In this episode, I sit down with Colleen Huff, an industry veteran with over 30 years of hands-on experience in dental insurance, revenue cycle management, and practice consulting. From her early days at MetLife to managing multi-location practices and now educating thousands through speaking, writing, and online courses—Colleen knows what it takes to turn insurance chaos into clarity. Her new book, A Mouthful of Insurance, is already making waves, and in this conversation, we dig into exactly why. We cover: The biggest insurance struggles dental practices are facing in 2025 Why practices need more than just an insurance coordinator—they need systems The truth about outsourcing verifications and what to look for in a partner How technology (like AI and practice management integrations) is changing the insurance game How to avoid common billing mistakes that can trigger audits or worse The role of accurate coding, documentation, and clear patient communication Why every team member—from front desk to back office—should understand the insurance landscape Whether you're in-network, out-of-network, or somewhere in between, Colleen's insights will help you make smarter financial decisions and run a more efficient, profitable practice. — Key Takeaways 00:45 Introduction to the Podcast and Guest   03:28 Understanding Dental Insurance Consulting   06:12 Challenges in Dental Practices   10:13 The Role of Team in Insurance Management   11:45 Outsourcing Insurance Verification Services   16:31 Technology in Dental Practices   18:00 AI and Its Impact on Insurance Claims   21:25 Navigating Insurance Payments and Estimates   23:40 The Importance of Accurate Billing Practices   27:48 Strategies for Increasing UCR Rates   28:28 The Debate on Pre-Authorizations   30:44 Overview of Colleen's Book   31:51 Lightning Round Q&A   36:29 Conclusion and Final Thoughts  — Connect with Colleen

In this mini episode of ALPS In Brief, our Bar & Affinity Partner Strategist Rio Peterson sits down with Mary Jane Pickens, Executive Director at the West Virginia State Bar to discuss the importance of bar partnerships, how they create value for members, and the pivotal role bars play in the legal community. — Transcript:  Rio Lane:  All right. Hello everybody. We are back for another mini-installment of the ALPS in Brief podcast. I am your host, Rio Lane, and I am talking today with Mary Jane Pickens, who's the executive director of the West Virginia Bar. Hi.  Mary Jane Pickens:  Hey, how are you?  Rio Lane:  I'm good. How are you doing?  Mary Jane Pickens:  Wonderful. Very, very happy to be back in Montana. It's a beautiful, beautiful place.  Rio Lane:  Wonderful. Yes. Thank you for joining us. I'm happy you're here too. I love Missoula. It's such a lovely city.  Mary Jane Pickens:  It is. It's fun. We went out and just took a quick walk this morning, and it's a wonderful little place. Lots of good stuff here.  Rio Lane:  It is. It absolutely is. Yeah. So tell me a little bit about yourself, Mary Jane. What's your background, and how did you come to the Bar Association?  Mary Jane Pickens:  Well, I've done a lot of different things. When I first became an executive director, I went to one of the ABA annual meetings, and they had us a boot camp for brand new executive directors, and you had to pick out a song. It was an icebreaker thing, and they would play your song and you were supposed to jump up and say, "That's my song." And my song was Long and Winding Road by the Beatles.  Rio Lane:  Oh, nice.  Mary Jane Pickens:  Because I felt like I had had a rather long and winding road to get to the bar. I graduated from law school. I went to Ohio Northern University, so I did not go to law school in West Virginia. Came back to West Virginia because it's my home, and went into private practice in a small firm, kind of a little boutiquey... We mostly did bankruptcy work. And did that for about 15 years and decided I needed a change and had an opportunity to go to the Insurance Commissioner's office in the state of West Virginia. And shortly thereafter, became general counsel for the West Virginia Insurance Commissioner. And I was there for about 11 or 12 years. And then I went to a large firm, did mostly government relations and lobbying mostly around the insurance industry.  Rio Lane:  Yeah.  Mary Jane Pickens:  Did that for about three years. And then because I love public service, it's where my heart is, I had a chance to go back to the state and be the executive director of the West Virginia Board of Risk and Insurance Management, which provides all of the property and liability insurance for the state of West Virginia, and also simultaneously be the Deputy Cabinet Secretary for the Department of Administration, which provides all the back office-y stuff and services for the rest of government.  Rio Lane:  Oh, wow.  Mary Jane Pickens:  And I was able to be acting cabinet secretary during 2016 during Governor Earl Ray Tomblin's last year, and then had a chance to go to the state bar, and that's where I am now. So it's kind of a long and winding road.  Rio Lane:  Yeah, yeah. That's really interesting. And you've been at the bar for two years?  Mary Jane Pickens:  Yes. I hit my two-year official mark on July 1.  Rio Lane:  Oh, congratulations. Congratulations.  Mary Jane Pickens:  Thank you.  Rio Lane:  Yeah. How are you liking it? Do you find it's a lot different than what you were doing before?  Mary Jane Pickens:  It is a lot different. It's still considered a state agency, but it's in the judicial branch. I've always been in the executive branch, so there's a lot of differences there. But it still is that public service feeling like you have constituents, you have customers, and you're there to help folks. And so that's what I love about it.  Rio Lane:  Yeah, that's fantastic. How do you find working with a board? Because I know you've got a board of folks that helps guide things. Yeah. Do you find that to be helpful, or do you find it's different than...  Mary Jane Pickens:  Well, we had a board at the Board of Risk and Insurance Management, but they were very different. They were rather hands-off.  Rio Lane:  Oh, okay.  Mary Jane Pickens:  So this board is a lot more engaged, which I think is a good thing.  Rio Lane:  Yeah.  Mary Jane Pickens:  We only have four quarterly meetings, but we have very, very involved officers and a very evolved executive committee. So I like it a lot. I think it's... We run the office and we do the day-to-day, but the president of the state bar speaks for the bar. So there's a little bit of separation that I enjoy, and so I feel like I have a lot of really good guidance and support and feedback from the board. I enjoyed it a lot.  Rio Lane:  That's fantastic. You find the board helpful in identifying things that the bar needs to be focusing on like new challenges that might be coming up, things that need to be anticipated?  Mary Jane Pickens:  Yeah, I do. We're on the ground, kind of on the front lines with our members, so we hear a lot and get a lot of those ideas. But our board is elected from 16 different districts all over the state.  Rio Lane:  Got it.  Mary Jane Pickens:  So they come together, and so they're bringing ideas and concerns from the lawyers in their areas because West Virginia is an oddly-shaped state. It can be... When you go to the eastern panhandle, you're almost in Washington DC, and then at Ohio and Kentucky on the other side. So the interests and concerns can be different in those different parts. So the board, I think, is very good at gathering that intel and bringing it back to Charleston and helping out with what we do in the office.  Rio Lane:  Yeah. Oh, that's fantastic. It sounds like a good working relationship.  Mary Jane Pickens:  It is. It's very good. We have a really good board.  Rio Lane:  Yeah. Oh, that's fantastic. So what are some of the things that maybe your members or the board has brought to your attention that are challenges that you find you're having to navigate this year and the next couple years?  Mary Jane Pickens:  Sure. We here... And I don't think this is uncommon among states. We have a lot of rural areas. We have basically a few... What we consider by West Virginia standards to be decent-sized cities. But there are a whole lot of areas that are what we would consider to be legal deserts. And I think a lot of states have the same issue. So the issues around the rural practitioner, the solo practitioner that's just out in a county where there's not that many people, we need to provide more support to those folks.  And we have put together a rural practice committee, and we're trying to address some of those things, ideally in conjunction with the law school, because the law school at West Virginia University is there to produce lawyers for the state of West Virginia, and elsewhere, but we love it when they stay. And so we're hoping to come up with some ideas to support those lawyers more that are out there actually helping the people. Another big issue, and this is huge right now in West Virginia, and I don't know how this is in other states, but we have a desperate need for lawyers to do guardian ad litem work and abuse and neglect proceedings.  Rio Lane:  Okay.  Mary Jane Pickens:  And a lot of this does come out of unfortunate circumstances around drug use and abuse and families that are really struggling. And we have a lot of children in foster care. And last year... We do regional meetings. We go all around the state in the fall, and we had judges come to all of those regional meetings and speak on pretty much whatever they wanted to talk about. Every single one of them made a desperate plea to the lawyers in the audience to consider taking on guardian ad litem work or doing abuse and neglect legal services because it's such a big need.  Rio Lane:  Oh, wow. And is that something that is funded by the state, those services? Or is it...  Mary Jane Pickens:  It can be through the Public Defender Services Agency, which is an agency I'm very familiar with because it's part of the Department of Administration. So yes, there are public defender corporations around the state that they kind of have some interaction with. And also they just handle appointed work in the public defender system. So they're involved in a lot of that, but it's not enough to meet the need. And you get into these rural counties, and a lot of times the lawyers that are in those counties are the judge, the prosecutor, and the public defender. They're the ones that are there, and you need some others out there. So it all kind of comes together. The challenges kind of overlap.  Rio Lane:  Yeah. Yeah, absolutely. And do you find that you having a membership that's aging out as well? Is that also something that you're navigating?  Mary Jane Pickens:  A little bit. We're an old state. I mean, generally speaking. Virginia's rather old, and I don't know that it's really getting any younger. So that is a concern. One of the things that... We're planning our annual meeting for 2025, and one of our speakers that we've lined up is going to talk about generational differences and the fact that law firms and lawyers who are more seasoned need to be a little bit more open-minded about younger lawyers and what their expectations are and how to meet their needs and keep them in the state of West Virginia.  Rio Lane:  Yeah. Do you find that something that the bar is having to navigate too, is new members, younger lawyers coming in and navigating their expectations and how they want to engage with the bar?  Mary Jane Pickens:  I think so, and that's something that I would like to be able to spend more time on. I don't know that we've gotten very far on that. We do have a young lawyer section, and it has its own board, and so they're kind of on the front lines of that addressing the needs of younger lawyers. But it's something that I think we do need to work on, and I think I probably need to spend more time on that.  Rio Lane:  Yeah. And it's challenging too, as technology shifts, trends shift, needs shift, etc. I mean, I think we could all safely say that upcoming generations do not engage in the same way that past older generations do. I mean, even for myself, I grew up with... I didn't have a computer until I think I was in my 20s. So yeah, it's definitely a new challenge I think that I'm hearing quite a bit about, actually, is how to navigate that. Yeah. What's your membership size? How many...  Mary Jane Pickens:  We have probably, if you counted every single type of member, we would have probably between 8,000 and 9,000, which sounds like a lot. Active in-state lawyers is probably closer to 44, 4,500.  Rio Lane:  Got it.  Mary Jane Pickens:  So we have inactives, active, not practicing. There's all kinds of different membership statuses. But the actual lawyers that are on the ground in the state of West Virginia licensed and practicing is about 4,400 probably.  Rio Lane:  Got it. Got it. Okay. And do you know how many of those are older, how many skew younger, and what that break down is? It's okay-  Mary Jane Pickens:  No, not off the top of my head, although there is a lot of interest in that kind of data, and our IT director has put that type of information together for our Supreme Court and others who have asked for it. So I think it's safe to say, even without having the numbers in front of me, that it's an older group.  Rio Lane:  Yeah. Yeah. Fair enough. I want to shift a little bit, talk about partnerships. And so the bar obviously has partnerships with different kinds of organizations, sometimes vendors, sometimes different groups. What are some of the things you look for in a partner that wants to work with the bar?  Mary Jane Pickens:  I think the most important... The thing that makes the relationship, I think, the most valuable and work the best is having a really good understanding of what each other do, or each other does, I guess.  Rio Lane:  Yeah. Do, does. Yeah.  Mary Jane Pickens:  And I think just using ALPS as an example, I mean, it's purely kind of by accident, but it's fortunate that I do have the insurance background. It helps a lot because I think I understand certainly the regulatory environment and what an insurance company has to do and the things that they focus on and things. And risk management. At BRIM, we were the risk manager for the state of West Virginia, so I have that mindset, so I think that helps. I think it also helps for your partner to have a good understanding of what you do as a bar, not just selling a product to your members, but understanding, again, what your challenges are, what your members need, what their expectations are. I think it's really helpful to have a partnership with an entity that understands what we do. Strategically, what our goals are, what our mission is, that sort of thing.  Rio Lane:  Yeah, absolutely. I think that kind of helps too when it comes to helping then support your members, and able to provide content or information where maybe there's gaps or that you need a little boost in.  Mary Jane Pickens:  Yeah, absolutely.  Rio Lane:  Yeah, absolutely. Yeah. I always like to think about partnership as a much more dynamic... Just much more beyond, well, tell them that we're great and we'll sell to them.  Mary Jane Pickens:  Right. Right.  Rio Lane:  Yeah, it's definitely a team effort, and it's important that values and ideas align.  Mary Jane Pickens:  It sure is. And actually just last week, I got a call from a lawyer in Raleigh County, West Virginia, and he was an older gentleman, and he was closing up his practice. And so he was just looking around for guidance on, what do I do? And the state bar is an agency under our Supreme Court of Appeals, the Office of Disciplinary Counsel is there and the Board of Law Examiners also. We're separate agencies, but all combined, regulate the practice of law on behalf of the Supreme Court. So I said, "Well, why don't you call ODC, the Office of Disciplinary counsel? I'm sure they've got some guidance. I know they've got some information on succession planning on their website," but I didn't have at my fingertips specific information to give him. So I reached out to Mark Bassingthwaighte.  Rio Lane:  Yeah.  Mary Jane Pickens:  He very kindly, and less than 24 hours later, sent me some checklists and a client letter sample and that sort of thing. So I was able to very quickly turn that around and send it to our member in Raleigh County, which I think was probably very helpful. I think it was exactly what he's looking for.  Rio Lane:  Yeah. Yeah. Oh, I love that. I love that Mark was able to help with that.  Mary Jane Pickens:  Oh, yeah. Yeah, he's great.  Rio Lane:  He is. He's fantastic. Yeah, he's an incredible resource. I think we're all very lucky to have him.  Mary Jane Pickens:  Yeah.  Rio Lane:  Yeah. So would it be safe to say that your experience with ALPS as a partner has been a positive one?  Mary Jane Pickens:  Oh, it sure has. ALPS helps support our regional meetings, which are very important to us. That's our chance to actually get out of Charleston and go to these places and meet these lawyers where they are. Those are really important to us, and I think our membership really enjoys that, and ALPS helps us in that area. Chris Newbold was able to help us with our strategic planning session last fall, and we were real happy how that turned out because it's doable. I mean, we ended up with a one page, which we loved, because the one before was several pages, and it was very colorful and it had graphs and it had arrows, and it was great looking. But we ended up with something short that really, really, really focused on the things that were achievable over a reasonable period of time, and that we enjoyed that experience. So it's just all kinds of things like that as part of the whole partnership that we've enjoyed.  Rio Lane:  Yeah. Oh, I'm really happy to hear that. It's very important to me that a partnership is a good working relationship, and then we're both supporting each other in success because it's not a zero-sum game. It's like, yeah, support the members, support the profession, support each other. Yeah, that's good. So I'm really glad to hear that we're doing that. Yeah. That's fantastic. So I think we've got just a couple more minutes, but I wanted to ask you, what are some, not necessarily challenges, but things that you see kind of coming up on the horizon that you predict maybe the bar or the profession has to... Will have to navigate?  Mary Jane Pickens:  Well, one of the things that is kind of swirling around out there, we're a mandatory bar.  Rio Lane:  Right, yes.  Mary Jane Pickens:  So we're not a voluntary bar. We're mandatory. You have got to be a member of the West Virginia State Bar to practice law in West Virginia. So there are the issues around mandatory bars that you all are probably familiar with. And we try very, very hard to stay on the right side of that line where what we do is germane to the regulatory job of what we do.  Rio Lane:  Yes.  Mary Jane Pickens:  But I think that there's a constant pull because we also want to do charitable events, and we want to support all of our members regardless of their backgrounds and where they come from. And some of those areas can get a little... Have been blurry in other jurisdictions and have resulted in some lawsuits and things. So I think that's a challenge for us is a mandatory bar. And we're always watching out for that because we want to serve our members and do what we're supposed to do, but we also want to make sure that we're on the right side of that doing what we're supposed to do line. So I mean, that's one of them. Some of the others, I think we've kind of mentioned the generational stuff.  Rio Lane:  Yeah. Yeah. Yeah, I'm not surprised to hear that either. There's been numerous instances the last few years when a mandatory bar has run afoul of certain things and was deunified, so yeah. Yeah. And that's definitely a challenge, but yeah. Okay. Well, awesome. I think that's really all we got, all we have to chat about, and I really appreciate you coming and just chatting with me, and hearing about the bar and about the partnership and everything. Yeah. So thank you so much.  Mary Jane Pickens:  Oh, I appreciate it. This was a great opportunity. Thank you so much for asking me.  Rio Lane:  Yeah, yeah, absolutely. Happy to have you. And at some point, folks, I will be back with another little mini episode of In Brief. But in the meantime, enjoy your day.   

Kevin Brucher discusses the financial habits and strategies of wealthy individuals, emphasizing the importance of long-term planning, budgeting, and investment strategies. He highlights a recent study showing that millionaires are more knowledgeable about their finances compared to the general population. The conversation also touches on the significance of managing insurance costs, understanding cryptocurrency investments, and preparing for potential cuts in social security benefits. Kevin encourages listeners to take control of their financial future by planning and making informed decisions. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

Listen in to find out about Grant Thornton's experience after 20 months in the Bermuda market place.   Tanya Beattie is a senior qualified actuary with significant expertise across multiple areas of the Insurance industry. She leads the actuarial practice in Grant Thornton Bermuda and also Internal Audit. She brings a wealth of commercial and regulatory acumen, gained from her experience within both the Insurance industry, across Risk Management, Actuarial and Pricing roles, and also with the Irish regulator - the CBI. Tanya moved to Bermuda as part of Grant Thornton's official launch on island in January 2023, and has developed strong relationships across the market since then – working closely with the on-island service providers, particularly insurance managers and law firms – while leading numerous client advisory engagements with both captive and commercial insurers.    Karen Walrond is a qualified accountant with over 15 years of auditing experience of which 12 relate to work within the Bermuda insurance industry with captive and commercial insurers, investment holding companies, local companies and not-for-profit organizations. Her career commenced at KPMG Trinidad and KPMG Barbados before moving to Bermuda and joining Arthur Morris & Company Limited (AMC) as a senior and after a few years was promoted to Audit Manager. She also gained experience at an Insurance Management company where she worked on captive and commercial insurers before joining Grant Thornton Bermuda as an Audit Director in May 2024. She brings a wealth of knowledge, gained from her experience in the audit and insurance management industries.   Sponsor – Grant Thornton  graphic link to: https://www.grantthornton.bm/

Representatives from Seneca Insurance Company, the Hartford Insurance Company, and director of the Columbia University Masters in Insurance Management program, will discuss careers in the insurance industry and how they are not only an intricate part of everyday life, but also an exciting and rewarding career path for CUNY students.

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

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

Die Themen im heutigen Versicherungsfunk Update sind: Rentenerhöhung zum 1. Juli 2024 Nach den nun vorliegenden Daten des Statistischen Bundesamtes und der Deutschen Rentenversicherung steigen die Renten in den alten und neuen Ländern zum 1. Juli 2024 um 4,57 Prozent. In diesem Jahr wirkt sich der Nachhaltigkeitsfaktor demografiebedingt mit -0,16 Prozentpunkten dämpfend auf die Rentenanpassung aus, weshalb das Rentenniveau ohne Haltelinie unter 48 Prozent sinken würde. Da der Beitragssatz in der allgemeinen Rentenversicherung unverändert geblieben ist, wirkt sich der sogenannte Beitragssatzfaktor in diesem Jahr nicht auf die Rentenanpassung aus. Vorstandswechsel bei der Alte Leipziger Bauspar AG Harald Rupp wird zum 1. Januar 2025 neues Vorstandsmitglied der Alte Leipziger Bauspar AG. Der Diplom-Betriebswirt tritt die Nachfolge von Stephan Buschek an, der Ende des Jahres in den wohlverdienten Ruhestand geht. Von ihm übernimmt der 50-Jährige die Aufgaben Bausparen und Individualgeschäft Kredit, Controlling / Finanzen, Strategisches Risikomanagement, Organisation / IT sowie Recht, Compliance, Geldwäsche und Datenschutz. Rupp ist seit 2016 bei der Alte Leipziger Bauspar AG tätig. Dort verantwortete er zunächst das Bausparen, seit 2020 ist er Bereichsleiter Bausparen und Individualgeschäft Kredit. Die häufigsten Schäden an Fahrrad und E-Bike sind nicht abgesichert Rund 42 Prozent der Fahrräder und 41 Prozent der E-Bikes haben mit Blick auf die wahrscheinlichsten Schäden – Verschleiß, Sturz und technische Defekte – einen unzureichenden Versicherungsschutz. 40 Prozent der Fahrräder und etwa 25 Prozent aller E-Bikes sind überhaupt nicht versichert. Schäden in Zusammenhang mit Dritten, also Diebstahl, Unfall und Vandalismus, haben rund ein Drittel der E-Bike (33,8 Prozent) und Fahrradfahrer (37 Prozent) gemacht. Dies findet eine Befragung des Sachversicherers Wertgarantie von über 5.000 Fahrrad und E-Bike Besitzerinnen und Besitzern heraus. Insurtech Xaver will mit europäischem Rentenprodukt durchstarten Das Insurtech Xaver geht an den Start. Zuvor hatte das junge Unternehmen mit dem Führungsteam um Max Bachem, Ole Breulmann und Dr. Björn Holste in einer Pre-Seed Finanzierung fünf Millionen Euro eingesammelt. Das Startup will die Beratung und den Vertrieb von Lebensversicherungen und Altersvorsorgeprodukten transparenter und effizienter machen und mit White-Label-Produkten für die private Altersvorsorge in Form des neuen Europäischen Rentenproduktes PEPP punkten. Ecclesia Gruppe bündelt Immobilien-Kompetenz Zum 1. Juli 2024 übernimmt Thorsten Köcher den neu geschaffenen Geschäftsbereich Real Estate Solutions bei der Deutsche Assekuranzmakler GmbH (deas), dem Industriemakler der Ecclesia Gruppe. In der Rolle wird er den Aufbau eines Centers of Competence vorantreiben, das innovative, nachhaltige und exklusive Produkte sowie Services für die nationale wie internationale Immobilienbranche bieten soll. Der gelernte Versicherungskaufmann war zuletzt Head of Insurance Management bei der Commerz Real AG, dem Vermögensverwalter für Sachwertinvestments des Commerzbank-Konzerns. Herzenssache wird Versicherungspartner der Barmenia Die Herzenssache. Der Assekuradeur! GmbH ist ab sofort Versicherungspartner im Bereich Oldtimer und Youngtimer für die gesamte Ausschließlichkeitsorganisation der Barmenia Versicherungen. Dadurch erhalten alle Agenturen der Barmenia Zugriff auf die Kompetenzen des Lübecker Versicherungsspezialisten für Klassiker- sowie Premiumfahrzeuge.

Teresa Chan is the Director of the Master's in Insurance Management program at Columbia University. She launched the program in 2019 after 27 years of insurance industry experience in legal, product, and business development. Prior to joining Columbia, Teresa was an advisor on the formation of MGU start-ups funded by Willis Group that leverage emerging technological capabilities to underwrite specialized markets on digital platforms and a consultant for energy performance warranty insurance. Teresa has a J.D. from Fordham University and a B.S. in Operations Research from the School of Engineering and Applied Science at Columbia University. She has been recognized by Business Insurance as one of “25 Women to Watch” and by ReActions Magazine as one of the “Top Insurance Women.” In today's episode of the In The Know podcast, Chris Hampshire and Teresa take a look at the value of giving back through insurance education. Teresa highlights her experience with transitioning from the corporate world to starting up an educational program at Columbia, the current state of the industry DEI, and her satisfying experience as a female leader in insurance.   These onsite episodes of the In The Know podcast are brought to you by Gallagher Bassett.   Key Takeaways Teresa highlights her career path from engineer to law school and eventually insurance. Characteristics of the insurance industry that appealed to Teresa initially. Teresa's approach to learning about a new topic, including product development. Top learning experiences from 27 years of experience. Bringing innovation to the new Insurance Management program at Columbia. Transitioning from a stable corporate job to starting up an educational program. The current state of DEI in the insurance industry compared to the onset of Teresa's career. Teresa's experience as a female leader in the insurance industry. Strategic tactics to address the talent gap in the industry. A five-year look at the future of the insurance industry.  

Challenges When Running An Insurance Agency | Cultivate a Performance Culture WITHOUT Drama Knowing what you want is challenging. For a long time, it seemed restrictive to us at APP. It seemed restrictive rather than open to possibilities, until I was burning out and not advancing. There was no light at the end of the tunnel; there was only more darkness. Get Your Vision Right How to Hire and Fire Based on Values Get Your Hands On Data Processes & Procedures Coaching Meetings Many agency owners come to us burned out, tired, and thinking of selling. Which begs the question, Are You Running the Agency or Is the Agency Running You? Our Agency Assessment may be just the fit for your growing team. Connect with us and start by reading our blog: https://www.agencyperformancepartners.com/blog/how-to-run-an-insurance-agency/ Grab our Performance Improvement Plan: https://bit.ly/APPPIP Enroll in our Plan and Execute Course: https://www.agencyperformancepartners.com/how-to-build-your-insurance-agency-success-roadmap  

Dan Findley is Director of Strategy & Business Development at The Andover Companies, responsible for scaling a Business Development vertical. His key responsibilities of the role include marketing, digital agency experience, existing and emerging agency technology, external industry relationships and representation, market analysis and product innovation, and agency partners success. Dan talks about the large cultural change mindset inside a large incumbent insurer, as employees shift over from 30-40 year veterans to new generations. His team focus on understanding the core competencies of insurance while also learning how to make it better. The Andover is owned by its policyholders so puts the customer-first, which on a practical basis means modernizing core systems and user experience as well as the digital agency experience. Part of the team's mission is understanding the enduring value proposition but also embracing change and how to work with younger talent. Dan talks about the speed at which insurers are moving versus brokers, and how professional development in the industry is taking shape. Dan has earned his Master of Science in Insurance Management from Boston University along with his CPCU and ARe designations. Follow the Insurtech Leadership Podcast airing weekly hosted by Joshua R. Hollander. We give you up-close access and personal insights from the leaders of the fastest-growing #insurtechs and most innovative #insurance carriers and brokers.

Most agencies are super lazy with their Insurance Renewal Process and have more excuses than effort. With the time they think of an excuse, they could have made at least one renewal call to a client. Nail down your renewal process to boost retention and ease your cross-selling activities https://www.agencyperformancepartners.com/blog/insurance-policy-renewal-process-that-boosts-retention-cross-sales/ Grab our FREE claim process here: https://bit.ly/ClaimProcessDownload Start 2023 with our Q1 Course on the Top 10 Insurance Agency Processes: https://www.agencyperformancepartners.com/insurance-processes/ We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ Shop online: everything from scripts and templates to on-demand courses to merch: https://www.agencyperformancepartners.com/shop/  

Welcome to another episode of Category Visionaries — the show that explores GTM stories from tech's most innovative B2B founders. In today's episode, we're speaking with Steve Berneman, CEO & Co-Founder of Blueprint Title, a digital platform redefining the title and closing experience that's raised over $24 Million in funding. Here are the most interesting points from our conversation: Industry Overview: Title insurance is a guarantee against unknown encumbrances on property ownership, primarily found in the U.S. and Canada. Market Fragmentation: Despite the oligopoly in title insurance underwriting, the distribution is highly fragmented, creating opportunities for innovation. Customer-Centric Approach: Blueprint Title focuses on reducing friction in real estate transactions by prioritizing buyer and seller needs. Unique Market Focus: The company targets small and medium-sized businesses that view property as an asset, such as builders, developers, and real estate investors. Tech-Driven Solutions: Blueprint Title aims to make real estate transactions self-service and more transparent through technology. Vision for Change: Steve's goal is to reduce the cost and complexity of title insurance, aiming to shrink the industry while improving service quality.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co

4 Strategies for Making Insurance Renewal Process Nail your renewal process to boost retention and ease your cross-selling activities https://www.agencyperformancepartners.com/blog/insurance-policy-renewal-process-that-boosts-retention-cross-sales/ Grab our FREE claim process here: https://bit.ly/ClaimProcessDownload Start 2023 with our Q1 Course on the Top 10 Insurance Agency Processes: https://www.agencyperformancepartners.com/insurance-processes/ We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ Shop online: everything from scripts and templates to on-demand courses to merch: https://www.agencyperformancepartners.com/shop/

How Insurance Agencies Manage Claims because this is why people need insurance. If you fail during this process, then you have to review what your priorities are in your insurance agency. Learn how to delight your clients when they need you the most! https://www.agencyperformancepartners.com/blog/insurance-claims-process-to-delight-your-clients/ Download our free Claims Process: https://bit.ly/ClaimProcessDownload Get our Q1 Course on TOP 10 Processes for Insurance Agencies: https://www.agencyperformancepartners.com/insurance-processes/ More about APP: https://linktr.ee/agencyperformancepartners

When it comes to any process, there have to be several components. This is no different in developing your perfect quote process. We discuss in this week's blog: insurance Quoting Process to gain customer loyalty. The first component of the process is building rapport. Building rapport consists of taking the time to introduce yourself and explain why they should do business with you. This needs to be summed up in about a minute and a half of the conversation. Building rapport consists of fact-finding in a conversational way, looking for common ground, looking for opportunities to build relationships, and building trust. Building rapport must feel like a genuine conversation between two "friends." We want this process to be different from any other that they have been through to this point. You must assume that you are one of many quotes they have called to get for their insurance needs. You must look for ways to set yourself apart from any other competition. Read more in this week's blog: https://www.agencyperformancepartners.com/blog/perfect-insurance-quote-process/ Download our free Claims Process: https://bit.ly/ClaimProcessDownload Get our Q1 Course on TOP 10 Processes for Insurance Agencies: https://www.agencyperformancepartners.com/insurance-processes/

Good Customer Service Isn't GOOD ENOUGH. The key to giving good customer service in insurance is consistency. As you review this you may be thinking we do this sometimes. The idea of good customer service is a consistent approach. Review these strategies but then think what percentage of time are we really doing this? ✏️ Check out our blog on how to advocate for clients, build loyalty, wow your clients, celebrate life: https://bit.ly/3dHVNkB

Our feelings and experiences are the primary reason we have challenges Cross-Selling Insurance Policies at Renewal. We are afraid of a NO, of upsetting the customer, and we often assume that the client is in a hurry. Maybe a client has gotten upset over price, so we think now is not the time to ask for more. More often than not, we decide how the client will respond by answering the question in our head, not by asking the client the question. That means - we are having the conversation with the wrong person! We need to engage the client to get cross-selling going. In the APP Agency Retention Program we also talk about how you are often more worried about price or changes to their policy than the consumer. We want to help remove some of the fears of cross-selling and give you the confidence to “Just Ask”!  Read more in this week's Insurance agency blog: https://www.agencyperformancepartners.com/blog/how-to-cross-sell-insurance-at-renewal/

If your insurance team sits in the staff meeting silent and looking a their watch - you are doing your meetings wrong! Team meetings are a time to get together, train and work on the agencies biggest challenges. Carrier updates and communications that could be emails are a waste of your team's time.  In this episode Kelly Donahue-Piro and Heat "The Mayor" Shearon break down how to have an engaging and exciting agency meeting! Grab your sample agenda here: https://www.agencyperformancepartners.com/blog/how-to-have-an-effective-meeting-at-your-insurance-agency/ Our Agency Assessment that will knock your socks off: https://www.agencyperformancepartners.com/agency-assessment/ We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ Shop online: everything from scripts and templates to on-demand courses to merch: https://www.agencyperformancepartners.com/shop/  

Does your insurance agency avoid using your management system reports? If so you aren't alone. However, taking the time to get the reporting accurate is a critical step to your agency's success.  In this podcast, Kelly Donahue-Piro & "The Mayor" Heath Shearon share their strategies on how agencies are embracing reporting. Get our top tips for cleaning up your agency reports.  Need help tackling your agency reporting? Our agency assessment can help: https://www.agencyperformancepartners.com/agency-assessment/ Learn more reporting strategies on our latest blog: https://www.agencyperformancepartners.com/blog/what-insurance-reports-should-your-agency-be-using

If you get easily frustrated by your insurance agency management system reports you are not alone. Insurance agency reporting is harder than it should be, but that is no excuse for not embracing getting them to work for you.  In this episode, Kelly Donahue-Piro breaks down the common reasons agency reports are inaccurate and what to do about them.  For more details you can check out our agency blog on Insurance Agency Reporting and how the APP Agency Assessment can help! Need help tackling your agency reporting? Our agency assessment can help: https://www.agencyperformancepartners.com/agency-assessment/ Check out our blog with more details: https://www.agencyperformancepartners.com/blog/what-insurance-reports-should-your-agency-be-using

It's harder than ever to grow an insurance agency. There are some common challenges that agencies face when it comes to growth.  Dive in with Kelly Donahue-Piro and Heath Shearon as they share how the the top agency's are staying focused on growth. In this podcast you will leave with specific action items that you can use today to grow your agency.  Make sure you check out our blog on How to Grow An Insurance Agency: https://www.agencyperformancepartners.com/blog/how-to-grow-an-insurance-agency/

Everyone wants commercial producers to sell more insurance, but no one talks about the importance of managing your producers.  Join Kelly & Heath as we discuss the best practices of managing commercial producers (including what to do, as well as what NOT to do!) If you want to make sure you are managing commercial producers so everyone can hit their potential make sure to subscribe!

Airmic's latest podcast series will be featuring prominent thought leaders on the topic of ESG within the risk and insurance community. Richard Cutcher will be joined by risk and insurance experts providing different perspectives on how organisations and their partners can tackle ESG challenges and opportunities head on. In episode two of the series, Richard is joined by Ciarán Healy, Director of Client Solutions - EMEA at Aon Captive & Insurance Managers, to discuss how captive insurance companies can play a role in supporting their parent group's own ESG betterment activities. Richard references the Airmic EXPLAINED Guide on Captives during the conversation. Find the Guide here: https://www.airmic.com/technical/library/explained-captives-and-understanding-captives Airmic promotes and supports the planning, undertaking and subsequent recording, of Continuous Professional Development (CPD), and like, many Airmic activities, listening to Airmic Talks is eligible for CPD hours and points, subject to the CPD scheme you belong to. We anticipate an individual on average being able to claim 30 minutes per edition of Airmic Talks when listened to in full. Visit the Airmic website: www.airmic.com/

Amanda Chittenden is the Director of Risk and Insurance Management at Laureate International Universities and has been working with them for over ten years. In this episode, Amanda talks about the different risk management models around education and the impact of the pandemic on them. As a leading risk manager, she shares her passion for artistic activity and how she is able to inspire others through creativity.   Key Takeaways: A little bit about Amanda and her role at Laureate. Amanda went to art school for her undergrad and wanted to be a teacher. She shares how she shifted towards risk management. Most people in the risk and insurance industry have unusual backgrounds and Amanda finds it fascinating how younger generations are realizing that it is a viable career. Amanda shares some of the intricacies of risk management and how risk managers can add value. She also talks about how she got a more in-depth understanding of different cultures through her role without having to travel. Amanda provides an example of Laureate's risk management model through their green space project in Australia. Amanda shares what she learned by going through Laureate's risk management model. Depending on the different regions where you're functioning, considerations can be really different. Amanda shares another example where she worked on a bank account reconciliation project in Mexico. What are the liabilities and exposures created by the pandemic to education in general? Amanda shares their struggles with nursing and medical students in ensuring their safety in their chosen field of study. She also shares the different criteria of facilities they look into when they reopen schools again. Does Amanda think online learning will be a growing trend in the future? Amanda also shares her thoughts on the metaverse as a learning vehicle for her child. During the pandemic, Amanda started her own side hustle. She talks about the reason why she started it. Amanda isn't interested in insuring high-end artwork. She shares her reasons. Losing Amanda's parents motivated her to overcome her fears and pursue what she really wants to do. Amanda learned to just do it, prepare herself to fail, learn from the experience, and just love that process.   Mentioned in This Episode: Theinstitutes.org Shop.amandatoryactivity.com Amanda on Instagram Amanda on Facebook Amanda on YouTube Amanda on LinkedIn

In this GCP Short, produced in collaboration with London & Capital, Richard is joined by Darren Treasure, Executive Director of London & Capital's Caribbean office, and Kirk Cyrus, Managing Director for Strategic Risk Solutions in Barbados, to address the captive landscape in the jurisdiction. Darren and Kirk discuss the Barbados' domicile profile, where future growth is expected to come from and the investment attitudes of captives in the jurisdiction. For more information on London & Capital's captive services, visit their Friend of the Podcast page: https://www.globalcaptivepodcast.com/londonandcapital For more information on the Barbados Risk & Insurance Management hybrid conference, to be held on March 21st and 22nd, keep an eye on: https://biba.bb/ Read the third edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/

InsurTechs sind in aller Munde. Seit mehreren Jahren nehmen diese Versicherungs-Startups einen festen Platz im Versicherungsökosystem ein.  Im InsurTech Radar von Oliver Wyman werden alle relevanten Startups inzwischen zum vierten Mal strukturiert und beleuchtet.Insgesamt gibt es in Deutschland 149, in Österreich 16 sowie in der Schweiz 44 Startups mit einem Versicherungsschwerpunkt. Unser Gast Dietmar Kottmann, sortiert diese inzwischen im vierten InsurTechs Radar und schaffst somit einen guten Überblick. Gemeinsam beleuchten wir, wie die Entwicklung der Startups Szene seit Beginn der „Welle“ ist. Ist die Gefahr der Disruption vorbei oder bedrohen InsurTechs nach den großen Finanzierungsrunden erst recht die etablierten Player der Branche. Was sind die bisher erfolgreichsten InsurTechs? Welche Geschäftsmodelle sind die zukunftsträchtigen? Spannende Diskussion mit einem Urgestein aus der InsurTech Szene. Unser Gast: Dietmar KottmannUnsere Website: https://insurancemonday.de/Folge uns auch auf unserer LinkedIn Unternehmensseite für spannende Updates.Co-Host: Dominik BadarneCo-Host: Herbert JanskyCo-Host: Julius KretzCo-Host: Alexander BernertVielen Dank, dass Du unseren Podcast hörst.

Deutschland muss zum TÜV. Wer beim TÜV nur an Autos denkt, ist nicht mehr ganz up-to-date. Der TÜV ist nicht nur einer der größten Arbeitgeber Deutschlands, sondern leistet auch enorme Arbeit bei der Kerndigitalisierung Deutschlands.In dieser Folge sprechen wir darüber, wie der technische Überwachungsverein mithilft unser Land zu digitalisieren und was Versicherungen vom TÜV lernen können. Dabei erhalten wir spannende Einblicke von Marius C. Bodek,  Geschäftsführer der TÜV Rheinland Consulting GmbH, was konkret getan wird und entsteht - und was das mit Versicherungen zu tun hat. Mariusz beschreibt, wie der TÜV Rheinland die digitale Transformation meistert und gibt spannende Einblicke, wie die Versicherungsbranche davon profitieren kann.Unser Gast: Mariusz C. BodekUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Alexander BernertCo-Host: Oliver LauerCo-Host: Sebastian LangrehrVielen Dank, dass Du unseren Podcast hörst.

Bestandskunden Experience: Wie wichtig ist der Versicherungsbranche das Kundenerlebnis wirklich? Vieles in der digitalen Welt dreht sich fast ausschließlich um die Akquise von Neukunden. Vergleichbare Konzepte zur Gewinnung von Kunden sind bereits von Strom- oder Handyverträgen bekannt. Dabei ist die Bedeutung von Bestandskunden nicht zu unterschätzen. Denn sie sind für Versicherungsunternehmen besonders wertvoll. Spannend bleibt die Frage: Inwiefern beschäftigt sich die Branche mit einer guten Experience für Bestandskunden? Wir gehen dieser Frage auf den Grund und sprechen mit Ralf Pispers, Geschäftsführer der adesso Expierence GmbH. Ralf ist seit 1996 in der Branche tätig und beschäftigt sich schon einige Jahre mit der Begeisterung von Bestandskunden. Ralf gibt uns interessante Insights zum Thema Bestandskunden Experience und teilt seine Einschätzung zum Open Insurance Ansatz.Unser Gast: Ralf PispersUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Herbert JanskyCo-Host: Julius KretzVielen Dank, dass Du unseren Podcast hörst.

Wie können erfolgreiche Versicherer mit einem eigenen Außendienst von der Digitalisierung profitieren, ohne dass sich Online und persönlicher Vertrieb sich gegenseitig kannibalisieren? Oder anders gesagt: Was macht eigentlich ein Head of Digital Sales bei der Gothaer? Fynn Monshausen ist seit April 2021 als Head of Digital Sales bei der Gothaer tätig und verantwortet dabei u.a. den Aufbau des digitalen Vertriebs der Gothaer Versicherung. Fynn gibt uns interessante und exklusive Insights zum Thema Digital Insurance, teilt seine Einschätzung zum Open Insurance Ansatz und gibt wertvolle Einblicke, wie seine Vision für den digitalen Vertrieb der Gothaer aussieht und beschreibt, wie eine ideale digitale Organisation aufgebaut ist. Unser Gast: Fynn MonshausenUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Sebastian LangrehrCo-Host: Julius KretzVielen Dank, dass Du unseren Podcast hörst.

Wie haben InsurTechs die Versicherungsbranche verändert? Welchen Einfluss haben die digitalen Geschäftsmodelle auf klassische Versicherungen? Diese Fragen beschäftigen die Branche schon eine ganze Weile. Wir möchten diesen Frage auf den Grund gehen und sprechen hierzu mit Stephen Voss, CEO von NeoDigital. Stephen gibt interessante Insights zum Thema Embedded Insurance, teilt seine Einschätzung zum Open Insurance Ansatz und gibt wertvolle Einblicke, wie die Vision von NeoDigital aussieht. Außerdem erfahren wir, welche Unicorns aus Sicht von Stephen das größte Potenzial haben, das nächste Unicorn im deutschen Versicherungsmarkt zu werden.Unser Gast: Stephen VossUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Oliver LauerCo-Host: Herbert JanskyVielen Dank, dass Du unseren Podcast hörst. - Powered by FRIDA.

"Versicherer haben nicht nur technische Schulden, sondern auch organisatorische - einfach Spotify kopieren ist auch keine Lösung". Neben den technischen Entwicklung von neuen Prozessen und Innovationen, ist es für Organisationen ebenso von großer Bedeutung, den kulturellen Wandel innerhalb des Unternehmens zu fördern und weiterzuentwickeln. Wir sprechen zu diesem Thema in der neusten Folge mit Ralf Oestereich, CIO der SDK. Ralf erklärt, was man sich unter dem Begriff "organisatorischen Schulden" verstehen kann und gibt uns spannende Einblicke, wie die SDK ihre organisatorischen Schulden begleicht. Außerdem beschreibt Ralf, warum es so wichtig ist, diese frühzeitig zu erkennen und zu beseitigen und zeigt auf, welche Erfolge die SDK bisher damit erreichen konnte. Unser Gast: Ralf OestereichUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Oliver LauerCo-Host: Herbert JanskyCo-Host: Sebastian LangrehrCo-Host: Julius KretzVielen Dank, dass Du unseren Podcast hörst. - Powered by FRIDA.

Die Katastrophentief „Bernd“ hat verheerende Schäden hinterlassen. Die Hochwasser im Juli waren eine humanitäre Katastrophe und zerstörten das Hab und Gut tausender Menschen. Der GDV rechnet mit einer Schadenbelastung durch “Bernd” in Höhe von 4,5 bis 5,5 Mrd. Euro. Damit dürfte 2021 für die Versicherer das schadenträchtigste Jahr seit 2002 werden. Auch die Zurich-Versicherung mit Sitz in Köln ist von den Auswirkungen der Flut betroffen. Wir sprechen daher mit COO Horst Nussbaumer und Vorstand Personal & HR Uwe Schoepe der Zurich und erhalten Insights aus erster Hand. Sie geben uns spannende Einblicke zu den Herausforderungen bei der Bewältigung dieser Katastrophe aus Sicht eines Versicherers und zeigen auf, welche Lehren Versicherer aus solchen Ereignissen ziehen können. Unser Gäste: Uwe Schoepe und Horst Nussbaumer der ZurichUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Oliver LauerCo-Host: Eike FührlingVielen Dank, dass Du unseren Podcast hörst. - Powered by FRIDA.

ELEMENTs Vision für digitale Versicherungslösungen trägt dazu bei, einen neuen Branchenstandard für Produktinnovationen und Partnerschaften in der gesamten Versicherungsindustrie zu etablieren. Die Kombination aus Versicherungs- und Technologieunternehmen macht ELEMENT zu einem Vorreiter der Digitalisierung in der Versicherungsbranche.Wir sprechen hierzu mit dem CEO von ELEMENT, Dr. Christian Macht. Außerdem diskutieren wir mit Christian über den notwendigen kulturellen Wandel innerhalb der Versicherungswelt und erhalten spannende Insights, wie sich ELEMENT von anderen digitalen InsurTechs differenziert, was ELEMENT so besonders macht und was klassische Versicherungen von ELEMENT noch lernen können. Unser Gast: Dr. Christian MachtUnsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Oliver LauerCo-Host: Herbert JanskyVielen Dank, dass Du unseren Podcast hörst. - Powered by FRIDA.

A conversation with Teresa Duncan, MS. Teresa is an author, speaker and consultant with over 20 years in dental. Her regular podcasts “Nobody Told Me That!” and “Chew on This” are helpful resources for dental leaders. In this podcast, Teresa shares insights into how dental leaders can get the most from their managers and staff. She also discusses how improving revenue cycle management and insurance workflows can benefit patients while improving the bottom line. In this episode we ask  - 01:24   What dental trends are you hearing about the most?  - 04:23   What are the most common questions you're asked with regards to making practices more successful?  - 07:32   What can practices be doing to improve insurance management workflows?  - 14:40   What advice do you have for dental teams when it comes to avoiding burnout?  - 18:29   What are the top three things dental leaders and managers can be doing now to improve their practices? Resources  - www.OdysseyMgmt.com   This episode is sponsored by Dentrix Enterprise. Dentrix Enterprise provides solutions to help dental organizations improve and optimize the efficiency of their revenue cycle management processes. From claims to billing to payments, Dentrix Enterprise offers specialized tools to support your needs. Learn more at dentrixenterprise.com/dentaldeepdive

Rob Galbraith has been called “the patron saint of insurtech”, “a global insurtech thought leader”, “a wonderful motivation”, “an inspiration”, “a mentor to many in the insurance industry”, “the prophet” and “the most interesting man in insurance”. He is the author of the international bestselling book The End Of Insurance As We Know It which has been a runaway success since its release in 2019. Rob is a popular keynote speaker who has shared his unique insights at numerous events around the globe on the topics of innovation, insurtech and the future of insurance.Rob has over 25 years of experience in the financial services industry in a variety of innovation and leadership positions. He is a recognized thought leader on P&C insurance who is a frequent media contributor and well-known industry influencer. Rob holds a Master's of Science in Insurance Management from Boston University and a Bachelor of Arts in Economics from Michigan State University.

Der Digitalversicherer Coya wurde 2016 gegründet und bietet Versicherungsprodukte, die in nur wenigen Minuten einfach und unkompliziert abgeschlossen werden können.  Der Digitalstratege und Versicherungsmanager Max Bachem wurde zum ersten Mai 2021 Vorstand und CEO von Coya. Wir möchten direkt aus erster Hand wissen, was Max zukünftig mit dem Digitalversicherer plant und welche strategischen Weichen gestellt werden.Außerdem sprechen wir mit Max zum notwendigen kulturellen Wandel innerhalb der Versicherungswelt und erhalten spannende Insights, wie sich Coya von anderen digitalen InsurTechs differenziert, was Coya so besonders macht und was klassische Versicherungen von Coya noch lernen können. Unser Gast: Max BachemWebsite: www.coya.com Unsere Website: https://insurancemonday.de/Folge uns auf LinkedIn: LinkedIn Unternehmensseite Host: Dominik BadarneCo-Host: Oliver LauerCo-Host: Sebastian LangrehrCo-Host: Herbert JanskyVielen Dank, dass Du unseren Podcast hörst. - Powered by FRIDA.

Ever wondered how many companies still rely on excel sheets for their payroll and compliance management?According to Rohit Venugopal, Business Manager at RazorpayX Payroll (Opfin), the percentage is close to 65%—and he would know. Having been an HR professional himself before even building HR products, Rohit's professional objective is to connect people & technology with people technology.Opfin, a 2 member team serving 100+ customers was acquired by Razorpay to be a part of RazorpayX - their business banking platform. His previous stints include working with organizations like D.E. Shaw, Recruiterbox, Flipkart and ZingHR. In this episode of The Shape of Work podcast, he covers lessons from his career in the HR tech industry and also shares the story behind the idea of RazorpayX Payroll (Opfin).We discuss with Rohit:How RazorpayX is helping save time for HR professionalsChallenges with payroll, compliance and insurance management at an early-stage startupPayroll management in the pandemic: challengesProduct feature add-ons due to remote workRemote payroll trends: breaking the barrier with CryptoRazorpayX Payroll's vision: what's nextFollow Rohit on LinkedInProduced by: Priya Bhatt Podcast host: Abhash Kumar

In episode 48 of the Global Captive Podcast, supported by legacy specialists R&Q, Richard examines the Latin American captive insurance market and is joined by guest co-host Adriana Scherzinger, Head of International Program Business and Commercial Insurance in Latin America, for Zurich Insurance Company. The captive owner interview is with Rene Martinez Flores, Global Director of Insurance & Risk Management for Mexico’s building materials giant CEMEX, while Julián Ávila, Practice Leader for Aon Captive & Insurance Management in Latin America, also joins. For more information on Zurich Insurance Company and their captive services, visit their Friend of the Podcast page on the GCP website: https://www.globalcaptivepodcast.com/zurich You can subscribe to the Global Captive Podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. Read the first edition of GCP Insights here: www.globalcaptivepodcast.com/gcp-insights Contact Richard: richard@globalcaptivepodcast.com Visit the website: www.globalcaptivepodcast.com Follow us on LinkedIn: www.linkedin.com/company/global-captive-podcast/ Twitter & Instagram: @captivepodcast

In the latest episode of Should I Stay or Should I Go, your host Mike Tannenbaum is joined by Ward Ching, Managing Director, Western Region at Aon.    Ward has had a lively and fascinating career in Risk Management from the consulting side, becoming a thought-leader in Enterprise Risk and an Adjunct Professor teaching courses focused on Risk Management and Insurance at the Undergraduate level.    This episode is packed full of learnings and insights from Ward, including: what he looks for in a team; how to hire the best talent and how to be hired; the importance of storytelling in Risk Management; what the future of ERM may look like; how to make the leap from Insurance to ERM; and how the RIMS CRMP Designation can help you to demonstrate a strategic mindset, amongst other things.    If you have any thoughts or feedback on the show, you can email your host, Mike Tannenbaum, directly at: mtannenbaum@keystrategies.com . He may even answer your question on the show.   Thanks for listening, we hope you find the discussion in this episode engaging.  

Apple Podcasts Rate and Review for Spot On On this Spot on Insurance bonus episode: we talk to three professors:  C. W. Copeland, Ph.D. is the President of the Financial Planning Division of the National Financial Group.  Dr. Copeland is also an Adjunct Professor of Insurance at The American College of Financial Services, an Adjunct Professor at the College for Financial Planning and an Adjunct Professor at Clark-Atlanta University.  Dr. Copeland conducts scholarly research in Behavioral Economics and teaches graduate-level business courses.  He has been a regular guest on radio and television shows across the country where he addresses audiences on financial planning strategies on a regular basis. Dr. Copeland has served for 20 years as an instructor with R.S. Thomas Training Associates providing pre-licensing training, continuing education, and business development advice for financial services professionals. Dr. Copeland has more than 20 years of industry experience as a financial planner where he coordinates the efforts of attorneys, tax advisors, employee benefits managers, estate and business planners, and pension managers for the benefit of his clients.  He holds numerous licenses and registrations in the areas of investments and insurance and holds the prestigious Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Dr. Craig Lemoine. Dr. Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations. Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA. Dr. James Moten. He is the Insurance Program Director at Collin College Dr. James M. Moten Jr., CFP®, is currently the Professor of Insurance Management and Discipline Lead for Collin College’s Insurance Management Program that began Fall 2019. He has been teaching Insurance Management, Financial Planning, Finance, Economics and Accounting full-time since 2005.  His professional experience includes serving as an insurance agent, financial planner, and financial counselor after his 11-year military career. He has a PhD in Business Administration (Financial Management Concentration), a Master of Science in Finance, a Master of Science in Accounting, a Master of Science Economics, a Master of Business Administration, a Master of Science in Financial Planning and a (MS) Master of Science in Acquisition and Contract Management.  In addition to his academic degrees, he is a Certified Financial Planner Professional (CFP®), a Chartered Financial Consultant SM (ChFC®), a Chartered Mutual Fund Counselor SM (CMFC®), and a Chartered Retirement Planning Counselor (CRPC®). Connect with Dr. Craig Lemoine: Director, Financial Planning Program and Clinical Associate Professor 302c Mumford Hall 1301 W. Gregory Urbana Illinois 61801 (217) 300-7028 craiglem@illinois.edu Craig’s Profile linkedin.com/in/craig-lemoine-cfp-r-phd-mrfc-bb1a765 Email lemoinefc@gmail.com Twitter HigherEdCraig Connect with Dr. C. W. Copeland: C.W. Copeland, Ph.D., ChFC®, CLU®, RICP® 404-913-1413 (office) 404-567-3275 (cell) www.PhDinMoney.com Connect with Dr. James M. Moten Jr: linkedin.com/in/james-m-moten-jr-cfp-afc-chfc-crpc-cmfc-bb0a5016 Email profjmoten@yahoo.com This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!  

This week I sit down and talk about the future of insurance with Rob Galbraith, the author of a new book titled THE END OF INSURANCE AS WE KNOW IT – How Millenials, Insurtech, and Venture Capital Will Disrupt the Ecosystem.   Rob Galbraith has over 20 years of experience in the financial services industry in a variety of positions in the fields of P&C insurance, banking and investment markets. He holds a Master's of Science in Insurance Management from Boston University and a Bachelor of Arts in Economics from Michigan State University. Rob earned his Chartered Property Casualty Underwriter (CPCU) designation in 2003 and has served in leadership roles both at the national and local chapter level. He was elected to serve on the CPCU Society's Leadership Council from 2016-2018 and previously served on the industry Advisory Board to The Institutes. Rob received the Loman Award for outstanding service to the Alamo Chapter of the CPCU Society in 2009. He has also earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College of Financial Services. Rob is a recognized thought leader on P&C insurance who is a published author and media contributor. Named by Nick Lamparelli as “The Most Interesting Man In Insurance” for his travels and commentary, Rob is a frequent speaker at industry conferences and corporate events. He has been ranked as high as #6 on the InsurTech London Top 100 Influencers. Rob's passion is finding ways to provide insurance products to all who have a need through innovative approaches that leverage the latest in technology, building strong relationships with a diverse network of people from a variety of disciplines, and educating the public on the risks they face. Rob lives in San Antonio, TX with his wife Dani and three children: Felicity, Andrew and Sienna. You can find out more information about Rob by visiting the companion website for this book at http://endofinsurance.com as well as following him on Twitter at @robgalb and connecting on LinkedIn.  Leave a Review Enjoy listening? Support the show by leaving a review in iTunes. Sign Up and Win Click here to sign up to win a portable charger from ThoughtTrace! OGGN Announcements We are excited to announce we have launched a new podcast sponsored by BHGE! Permian Perspective Podcast hosted by Krista Escamilla. You can listen and subscribe here. Her podcast will showcase stories and tips/advice for everything to do with the Permian! Monthly Happy Hour Houston Happy Hour - Sponsored by Karbach and HEB. Permian Happy Hour OGGN is always accepting Happy Hour sponsors.  If you would like to get your company in front of our large young, professional audience, reach out to our Project Coordinator, Julie McLelland by e-mail. Upcoming Events Golf for Good -- Sponsorship or Attending | June 11th, 2019 Shoot For the Future | July 26th, 2019 NAPE Summer | August 21-22nd, 2019 More Oil and Gas Global Network Podcasts Oil and Gas This Week Podcast | Oil and Gas HS&E Podcast | Oil and Gas Startups Podcast | Oil and Gas Industry Leaders | Oil and Gas Onshore Engage with Oil and Gas Global Network LinkedIn Group | Facebook | modalpoint | Lean Oilfield | WellHub Connect with Sarah Stogner LinkedIn | Twitter | E-Mail | Oil and Gas Global Network Jeff Runyan on Oil and Gas Legal Risk - OGLR017

Mini-insights come from our teammates far and wide around the Village. This bi-weekly listener mail showcasing is a fantastic way to hear from our listening leaders. This week, Geoff Burgess, Director with our Insurance Management team, discusses his one-page “operating manual”—a way he shares with his team who he is, his leadership philosophies, and more. Here is a link to Geoff’s operating manual. Like the quote from Geoff’s clip? Here it is again: “Vulnerability sounds like truth, and feels like courage. Truth and courage aren’t always comfortable, but they’re never weakness.”—Brene Brown, Author and Social Scientist SUBMIT YOUR LISTENER MAIL! Share your leadership advice here. HOSTED BY: Grace Berman and Doug Miller For DaVita teammates, please visit podcast.davitaway.com to learn more about our guests and hosts, and listen to our other episodes. Share your thoughts and comments about our mini-insights here: https://www.surveymonkey.com/r/DLIPodcastEval Have an idea on a topic you want to hear in 2019? Share it with us here: https://www.surveymonkey.com/r/2019PodcastTopics

Cyberattacks are a growing threat to organizations of all types and sizes. It's no surprise that surveys of executives' top concerns show cyberattacks among the risks most likely to keep them up at night. While cyber insurance is available in the traditional insurance market, the types of coverage and limits available don't always match up well with organizations' real exposures. Enter captives as part of the solution. To that end, Aon Global Risk Consulting recently announced its Cyber Captive Program, a program meant to help organizations use their captives to better address their cyber risk exposures. In this episode of Leff Communications Rethinking Risk podcast series, Peter Mullen, chief executive of Aon Captive and Insurance Management, discusses the Cyber Captive Program and how it can help companies address cyber risks. Critically, the program begins with helping organizations develop a thorough understanding of the nature of their exposures. From there, organizations can potentially use their captives to assemble needed limits, transfer cyber exposures to the reinsurance markets, and shape coverage that fits an organization's needs as its cyber exposures evolve.

Mindi Fynke, president and CEO of Employee Health Insurance Management, Inc., details the history of the organization from initial idea to what she has built today. She also discusses her entrepreneurial drive and leadership lessons.