Podcasts about insurance technology

In this episode of Know Your Risk and Insurance Coverage with RiskProNet, we continue our insightful conversation with Matt Cranney from M3 Insurance. Matt leads M3 Elevate, a pioneering small business insurance division that redefines how firms approach this crucial market. He shares how M3 transformed its small business unit into a sustainable, profitable, and high-value operation by leveraging advisory-led, tech-supported strategies.We dive deep into key challenges, including how to balance profitability with excellent service, integrate technology efficiently, streamline workflows, and align producer and carrier incentives. If you're looking to optimize your agency's small business unit, this is an episode packed with practical takeaways. Tune in for part two of our discussion with Matt Cranney and gain valuable insights into the future of small business insurance.Timecodes00:00 Introduction: Welcome Back with Matt Cranney00:47 The Philosophy Behind M3 Elevate's Success02:30 Small Business vs. Large Commercial: Navigating the Challenges05:00 Creating an Agency within an Agency: M3's Unique Structure07:17 Cross-Selling & Internal Workflows for Small Business Insurance10:26 Producer Roles & Expectations in Small Business Units13:39 Touchpoints & Customer Experience: How Often Should You Engage?17:13 The Power of Insurance Technology in Small Business Operations20:21 Why M3 Elevate Took a Cautious Approach to InsurTech Adoption22:45 Specialization & Growth Strategies for Small Business Accounts24:50 Managing Workload & Scaling Small Business Books Effectively27:10 Producer Compensation, Sales Goals, and Performance Tracking30:05 Carrier Consolidation: Strategy for Building Strong Partnerships32:26 Key Lessons: What to Avoid When Building a Small Business Unit35:15 Final Thoughts & Closing RemarksResources:Become a member at RiskProNet.comConnect with Matt Cranney on LinkedinConnect with Chip Arenchild on LinkedIn

Tony chats with Greg Purdy, CEO at Rival Insurance Technology, they offer a broker product, an MGA product, and a quoting product. RPM, the Rival Platform and Marketplace, launched last July as an AI-first platform that has no menus. It allows the user to interact with the software conversationally. RPM sits on top of your AMS/BMS. They do also offer their own AMS/BMS. It was built specifically for the needs of the largest agents and brokers in the world to serve them in a way the traditional competitors haven't been able to.Greg Purdy: https://www.linkedin.com/in/greg-purdy-b1b5772/Rival Insurance Technology: https://rivalit.com/Video Version: https://youtu.be/_5M1KdgRuMA

Why should life insurance sales be a long, complicated process? What if agents could close deals faster, more efficiently, and still deliver top-quality service? Imagine a world where the journey from initial intake to underwriting orders takes minutes, not days. It sounds almost too good to be true…   In this episode, we sit down with Hillard Milner, co-founder of Optifino, and the Xcela team—Angus Dunn, Xuejun Tao, and Nick Bowman—to explore their innovative approach to life insurance technology. We discuss how Optifino and Xcela use AI to enhance agent and client experiences, streamline processes, and address industry challenges. The conversation also delves into evolving market strategies, the importance of understanding client needs, and the industry's historical challenges with innovation. Xcela and Optifino's commitment to trust and adaptability shines through as they reshape the future of life insurance.   Tune in to learn more about the future of life insurance and how technology is transforming the industry. Don't forget to subscribe for more insights! Key Insights: The role of technology in modernizing the life insurance industry. Xcela's mission to enhance life insurance sales and distribution Strategies for market penetration and adapting to customer needs Importance of building relationships and trust with clients Overcoming legacy issues and regulatory challenges in the life insurance sector. Challenges of technology adoption in the insurance sector Dual approach to engaging both agents and management in sales Navigating lengthy sales cycles typical in the insurance industry The transformative potential of AI and the need for flexibility in tech solutions Commitment to data security and compliance in building client trust   Featured Conversations:   Hilliard Milner, Optifino [00:00:39] - The role of the platform [00:01:41] - Empowering agents [00:03:47] - User interface for agents [00:05:05] - Lead generation challenges [00:08:38] - Importance of holistic solutions [00:11:46] - Legacy issues in insurance [00:13:32] - Engaging carriers [00:20:38] - Learning and growth as a founder [00:21:46] - First key hire [00:23:22] - Future vision for the company [00:25:22] - Trends in life insurance market   Notable quote: “My co-founder has a vast amount of experience in life insurance. He built a massive brokerage that has sold over $20 billion of life insurance. We specialize in complicated cases because we have the subject matter experts and our technology adds massive value.”  Hilliard Milner   Angus Dunn, Nick Bowman & Xuejun Tao, Accela   [00:02:39] - Overview of Xcela's mission [00:03:03] - Collaborative development story [00:06:43] - Building a flexible tech stack [00:09:09] - Agent's perspective on technology [00:13:18] - Challenges in life insurance innovation [00:20:30] - Dual approach to distribution [00:24:16] - Learning from the insurance industry [00:26:11] - Team dynamics and expertise [00:27:50] - Navigating long sales cycles   Notable Quote: "I really don't like to build products and we want to sell the product first, then you build the product. The reason is because if you can sell it, you can build it. When you build a product, that means that you already have a market." - Angus Dunn   Notable Quote: “Now everything is possible, and how we actually make things happen is by taking a new approach to apply AI, especially to help the specific industry.”- Xuejun Tao   Notable Quote: “As a young person in the industry who plans on being in the industry for a very long time and really loves this industry, I cannot wait for someone else to do this. I have to bring this change.”- Nick Bowman Key Themes: Xcela's and Optifino's  Mission and Vision   Streamlining life insurance with AI   The genesis of Xcela and Optifino: A shared vision of applying AI to the insurance industry   Creating Value Beyond Efficiency   Measuring AI's impact   The importance of a flexible tech stack that can adapt to future AI advancements   Understanding the Agent's Perspective   Empowering independent agents   Go-to-market strategy   Building Relationships and Trust   Establishing rapport with clients   Customizable solutions that enhance efficiency and effectiveness   Navigating Industry Challenges   Bridging the tech gap for independent agents   Market-driven product development   The Future of Optifino and  Xcela and the Insurance Industry   Anticipating industry changes and commitment to flexibility   Evolving strategies in distribution   Building Trust in Technology   Ensuring data security   Navigating long sales cycles The Evolving Role of Financial Advisors Integrating life insurance into financial strategies Overcoming historical challenges Challenges and rewards   About Our Guests: Hilliard Milner is the Co-Founder and CRO of Optifino. He previously worked at NM Capital as a Managing Director. Hilliard Milner attended the University of Johannesburg.   Angus Dunn is a seasoned professional based in the Bay Area with over 25 years of experience working alongside both tech startups and major tech companies. His career began with assessing factories and collecting SAP data, which laid the foundation for his deep expertise in technology and business operations. After several years in that field, Angus transitioned to a startup called Velocity, a company focused on vertical applications. Velocity was later acquired by Salesforce, providing Angus with a successful exit. He spent several years at Salesforce, working on industry solutions before diving into the rapidly evolving world of AI.   Xuejun Tao is an experienced engineer and co-founder with over 30 years of industry experience. Based in the Bay Area for more than 25 years, he has built a diverse and successful career, including nearly 11 years at Google. During his time at Google, Xuejun led the development of several cloud and AI projects, playing a key role in shaping cutting-edge technologies.   Nick Bowman brings 14 years of experience in the life insurance industry, with a focus on both independent distribution and career distribution. He started his career with a hands-on approach, cold-calling clients and honing his skills in the real world. This early experience shaped his pragmatic, street-smart approach to business—something he's carried with him throughout his career.   Having worked in various capacities within the industry, Nick has developed a deep understanding of the challenges and opportunities that agents face. He is particularly passionate about making life insurance more accessible and efficient for agents and their clients. Resources: Xcela: https://life.xcela.ai/ Optifino: https://optifino.com/ LinkedIn: Angus Dunn (https://www.linkedin.com/in/angus-dunn-2827b2) LinkedIn: Nick Bowman (https://www.linkedin.com/in/nicholas-bowman-cfp%C2%AE-ms-cep%C2%AE-9bb31743) LinkedIn: Xuejun Tao (https://www.linkedin.com/in/xuejun-tao-0998594) LinkedIn: Hillard Milner (https://www.linkedin.com/in/hilliard-milner-ca-sa-578663138)

Why should life insurance sales be a long, complicated process? What if agents could close deals faster, more efficiently, and still deliver top-quality service? Imagine a world where the journey from initial intake to underwriting orders takes minutes, not days. It sounds almost too good to be true…   In this episode, we sit down with Hillard Milner, co-founder of Optifino, and the Xcela team—Angus Dunn, Xuejun Tao, and Nick Bowman—to explore their innovative approach to life insurance technology. We discuss how Optifino and Xcela use AI to enhance agent and client experiences, streamline processes, and address industry challenges. The conversation also delves into evolving market strategies, the importance of understanding client needs, and the industry's historical challenges with innovation. Xcela and Optifino's commitment to trust and adaptability shines through as they reshape the future of life insurance.   Tune in to learn more about the future of life insurance and how technology is transforming the industry. Don't forget to subscribe for more insights! Key Insights: The role of technology in modernizing the life insurance industry. Xcela's mission to enhance life insurance sales and distribution Strategies for market penetration and adapting to customer needs Importance of building relationships and trust with clients Overcoming legacy issues and regulatory challenges in the life insurance sector. Challenges of technology adoption in the insurance sector Dual approach to engaging both agents and management in sales Navigating lengthy sales cycles typical in the insurance industry The transformative potential of AI and the need for flexibility in tech solutions Commitment to data security and compliance in building client trust   Featured Conversations:   Hilliard Milner, Optifino [00:00:39] - The role of the platform [00:01:41] - Empowering agents [00:03:47] - User interface for agents [00:05:05] - Lead generation challenges [00:08:38] - Importance of holistic solutions [00:11:46] - Legacy issues in insurance [00:13:32] - Engaging carriers [00:20:38] - Learning and growth as a founder [00:21:46] - First key hire [00:23:22] - Future vision for the company [00:25:22] - Trends in life insurance market   Notable quote: “My co-founder has a vast amount of experience in life insurance. He built a massive brokerage that has sold over $20 billion of life insurance. We specialize in complicated cases because we have the subject matter experts and our technology adds massive value.”  Hilliard Milner   Angus Dunn, Nick Bowman & Xuejun Tao, Accela   [00:02:39] - Overview of Xcela's mission [00:03:03] - Collaborative development story [00:06:43] - Building a flexible tech stack [00:09:09] - Agent's perspective on technology [00:13:18] - Challenges in life insurance innovation [00:20:30] - Dual approach to distribution [00:24:16] - Learning from the insurance industry [00:26:11] - Team dynamics and expertise [00:27:50] - Navigating long sales cycles   Notable Quote: "I really don't like to build products and we want to sell the product first, then you build the product. The reason is because if you can sell it, you can build it. When you build a product, that means that you already have a market." - Angus Dunn   Notable Quote: “Now everything is possible, and how we actually make things happen is by taking a new approach to apply AI, especially to help the specific industry.”- Xuejun Tao   Notable Quote: “As a young person in the industry who plans on being in the industry for a very long time and really loves this industry, I cannot wait for someone else to do this. I have to bring this change.”- Nick Bowman Key Themes: Xcela's and Optifino's  Mission and Vision   Streamlining life insurance with AI   The genesis of Xcela and Optifino: A shared vision of applying AI to the insurance industry   Creating Value Beyond Efficiency   Measuring AI's impact   The importance of a flexible tech stack that can adapt to future AI advancements   Understanding the Agent's Perspective   Empowering independent agents   Go-to-market strategy   Building Relationships and Trust   Establishing rapport with clients   Customizable solutions that enhance efficiency and effectiveness   Navigating Industry Challenges   Bridging the tech gap for independent agents   Market-driven product development   The Future of Optifino and  Xcela and the Insurance Industry   Anticipating industry changes and commitment to flexibility   Evolving strategies in distribution   Building Trust in Technology   Ensuring data security   Navigating long sales cycles The Evolving Role of Financial Advisors Integrating life insurance into financial strategies Overcoming historical challenges Challenges and rewards   About Our Guests: Hilliard Milner is the Co-Founder and CRO of Optifino. He previously worked at NM Capital as a Managing Director. Hilliard Milner attended the University of Johannesburg.   Angus Dunn is a seasoned professional based in the Bay Area with over 25 years of experience working alongside both tech startups and major tech companies. His career began with assessing factories and collecting SAP data, which laid the foundation for his deep expertise in technology and business operations. After several years in that field, Angus transitioned to a startup called Velocity, a company focused on vertical applications. Velocity was later acquired by Salesforce, providing Angus with a successful exit. He spent several years at Salesforce, working on industry solutions before diving into the rapidly evolving world of AI.   Xuejun Tao is an experienced engineer and co-founder with over 30 years of industry experience. Based in the Bay Area for more than 25 years, he has built a diverse and successful career, including nearly 11 years at Google. During his time at Google, Xuejun led the development of several cloud and AI projects, playing a key role in shaping cutting-edge technologies.   Nick Bowman brings 14 years of experience in the life insurance industry, with a focus on both independent distribution and career distribution. He started his career with a hands-on approach, cold-calling clients and honing his skills in the real world. This early experience shaped his pragmatic, street-smart approach to business—something he's carried with him throughout his career.   Having worked in various capacities within the industry, Nick has developed a deep understanding of the challenges and opportunities that agents face. He is particularly passionate about making life insurance more accessible and efficient for agents and their clients. Resources: Xcela: https://life.xcela.ai/ Optifino: https://optifino.com/ LinkedIn: Angus Dunn (https://www.linkedin.com/in/angus-dunn-2827b2) LinkedIn: Nick Bowman (https://www.linkedin.com/in/nicholas-bowman-cfp%C2%AE-ms-cep%C2%AE-9bb31743) LinkedIn: Xuejun Tao (https://www.linkedin.com/in/xuejun-tao-0998594) LinkedIn: Hillard Milner (https://www.linkedin.com/in/hilliard-milner-ca-sa-578663138)

In this episode of Know Your Risk and Insurance Coverage with RiskProNet, we sit down with Matt Cranney of M3 insurance to explore the unique approach behind their small commercial unit, M3 Elevate. Matt shares his journey from Liverpool to leading M3 Elevate, the strategies that turned an accommodation service into a thriving agency within an agency, and the intentional decisions that made it possible. From operational challenges to aligning leadership, this episode provides actionable insights for any agency looking to elevate its small business strategy. Stay tuned for a preview of our second session with Matt, where we'll dive deeper into insurer tech and operational solutions.Timecodes:00:00 Introduction to the podcast and RiskProNet00:19 Episode overview and guest introduction: Matt Cranney from M3 Elevate00:51 Matt's personal journey from Liverpool to leading in Wisconsin02:50 How Matt connected with M3 and started shaping the small business unit05:04 The evolution of M3's small business focus and the decision to create M3 Elevate08:24 Establishing M3 Elevate as an "agency within an agency"12:33 Aligning internal messaging and branding to gain leadership and team support15:24 The operational effort behind launching M3 Elevate and early success stories19:22 Closing remarks: Preview of the next episode with Matt CranneyResources:Become a member at RiskProNet.comConnect with Matt Cranney on LinkedinConnect with Chip Arenchild on LinkedIn

Ready to reflect on a transformative year and gear up for even bigger tech leaps in 2025? Our latest podcast episode with Reid Holzworth and co-host Christen Kelley is your perfect year-end roundup. We'll dive into the standout moments from 2024, from groundbreaking technologies that shifted the industry to the invaluable insights shared by our amazing guests.Join us for a forward-thinking conversation that sets the stage for another incredible year of digital transformation.Episode Highlights2024 reflections, from download to other dynamic innovations (1:21)Ivans Connect success (5:28)Spearfishing and work travel (6:59)Unmissable moments in our top podcast episodes (9:00)Navigating challenges like the CrowdStrike incident (12:35)Storm Watch: Analyzing 2024 hurricane trends (16:03)Looking forward to 2025, call for podcast feedback (19:20)The coffee-wine ratio (22:55)Final thoughts for 2024 (25:24)You can also watch this episode on YouTube!

Insurance IT Solutions for Agencies: Simplify Your IT with Archway! Insurance Technology Issues & How It Impacts Your Agency Efficiency With Archway Insurance IT Services

On the latest episode of Risk Management: Brick by Brick, Jason Reichl is joined by James Benham, founder of JBKnowledge and experienced pilot, who shares insights on innovation in insurance technology, aviation safety practices, and the importance of education in risk management.

In this Greatest Hits episode of Risk Management, Brick by Brick, Jason is joined by our very own Steven Wright, Director of TrustLayer, a collaborative risk management platform that helps reduce friction between businesses! He is also the Men's President of Pasadena Rugby Football Club, and was previously a Senior Account Manager at Lockton Companies and an Insurance Agent at Price Wright Insurance Services.

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 Cole Riccardi, CEO & Founder of Authentic, an insurance technology company that has raised $16 Million in funding.    Here are the most interesting points from our conversation:   Authentic's Captive Insurance Model: Cole introduces Authentic's unique offering in the insurance market - a captive insurance platform that enables entities like franchisors and vertical software companies to create their own insurance programs. Simplifying Captive Insurance: Cole explains captive insurance in simple terms, making the concept accessible and highlighting Authentic's role in simplifying the process for small business networks. The Genesis of Authentic: The inspiration behind Authentic stemmed from Cole's background in financial services and a personal connection to the insurance industry, spotting a niche for a more efficient insurance offering. Early Challenges and Customer Feedback: Discussing the initial phase of building Authentic, Cole talks about the importance of market research, conversations with potential partners, and the positive feedback that helped refine the product. Marketing Philosophy and Target Customer: Cole shares Authentic's strategy of focusing on service excellence to stimulate word-of-mouth within niche markets and discusses the importance of accurately identifying their Ideal Customer Profile (ICP). Navigating Regulatory Challenges: Cole touches on the regulatory landscape for captive insurance, detailing Authentic's strategic approach to navigating these challenges and securing a competitive edge in the insurance technology space. //   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

Di episode kali ini Nico dan Moses mengajak narasumber yaitu Mas Bro Adi Pranata untuk sharing tentang insurance technology (insurtech). Apakah insurtech bisa menghadirkan solusi yang lebih murah, lebih cepat dan lebih tenang dibandingkan asuransi konvensional?. Lebih lengkapnya yuk dengerin Episode Podcast Kotak Masuk #97 Serunya Beli Asuransi dengan Aplikasi Insurance Technology Stay tuned dengan follow podcast kita di platform podcast-mu dan follow IG Podcast Kotak Masuk di ⁠⁠⁠⁠⁠⁠⁠⁠⁠@podcastkotakmasuk⁠⁠⁠⁠⁠⁠⁠⁠⁠. Terakhir, support kami juga ya via ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Saweria⁠⁠⁠⁠⁠.

Step into the world of business problem-solving with technology as Gari Gono, known as Insurance Technology's Jofra Archer, shares his insights on leveraging technology for success.Here are 5 key talking points that will captivate you:Tech Obsessions and Solutions: Explore Gari's journey and obsession with technology, uncovering how it became a powerful tool for solving business challenges.Breaking Stereotypes: Discover the advantages and challenges of not fitting the stereotype of your role, and how Gari's unique perspective has shaped his career.Confidence Through Adversity: From being the only black kid at school to finding confidence through drama classes, delve into Gari's personal journey of self-assurance.Career Advice and Growth: Gain valuable insights on choosing careers post-university, managing obsessive tendencies in the workplace, and maximising career progression through mentorship and purpose-driven leadership.Life Lessons and Rap Wisdom: Learn from Gari's experiences about life's unfairness, leaving jobs gracefully, and finding inspiration in rap music, including Lil Simz's album No Thank You.Tune in to The Black Sherpa Podcast to uncover the intersection of technology, personal growth, and career success with Gari Gono, a passionate advocate for diversity and inclusion in the tech industry.CONNECT WITH GARILinkedIn: Gari GonoPodcast: No Brown In Town Podcast CONNECT WITH THE BLACK SHERPA LinkedIn: Nyambe SumbwanyambeInstagram: @TheBlackSherpaPodcastWebsite: theblacksherpapodcast.com#theblacksherpa #socialmobility The truth about what it takes to get ahead in life and business is out there…. It just not evenly distributed… YET!If you like what you are listening to, please let me know. Post and tag the show on social media, rate and review wherever you are listening, or send me a message. I would love to hear from you.

In this episode of Life Accelerated, host Anthony O'Donnell revisits some conversations from the past year all about practical approaches to digital transformation. He highlights ideas and insights from five visionaries in the life insurance industry — Santhosh Keshavan of Voya, Jeff Donaldson at Mutual of America, Deb Waters at Aegon, Ryan Downing at Principal Financial Group, and Bill Pappas with MetLife.  As the industry continues to evolve rapidly, these experts bring a wealth of experience and knowledge to the table, shedding light on the challenges of modernizing infrastructure, reshaping customer experiences, and aligning technology with an organization's purpose. Discover actionable insights and strategies from the digital transformation in life insurance as we delve into this industry-wide shift.    Key Takeaways: The shift towards digital transformation in the life insurance industry is driven by the imperatives of innovation and agility.  Embracing the cloud, leveraging customer feedback for improvement, modernizing infrastructure, and fostering a customer-centric mindset can enhance user experiences.  Aligning technology with the organization's overarching purpose is crucial for driving innovation, differentiation, sustainability, and growth in the life insurance industry.   Timestamps: [00:00] Introduction to the episode [01:14] Santhosh Keshavan's case for the cloud [03:10] Ryan Downing's words on AI and the customer experience [05:04] Jeff Donaldson's Route 66 strategy to modernize the core platform [07:13] Deb Waters's take on creating a seamless client experience [09:51] Bill Pappas's five strategic pillars for framing technological priorities [12:30] Closing   Resources: Connect with Santhosh Keshavan: https://www.linkedin.com/in/santhoshkeshavan/  Connect with Jeff Donaldson: https://www.linkedin.com/in/jeffreydonaldson/  Connect with Deb Waters: https://www.linkedin.com/in/debbie-waters-41b90a1/  Connect with Ryan Downing: https://www.linkedin.com/in/cxcio/  Connect with Bill Pappas: https://www.linkedin.com/in/bill-pappas-9a35048/

Unlock the secrets to balancing the human touch with high-tech efficiency in our latest podcast, featuring a renowned insurance industry expert, Margeaux Giles. ✅ Join the Insurance Growth Masterclass: https://masterclass.insure ✅ For daily insights and ideas on peak performance: https://www.instagram.com/ryan_hanley/ ✅ Hire me to speak at your next event: https://ryanhanley.com/speaking Connect with Margeaux Giles ✅ Margeaux's LinkedIn: https://www.linkedin.com/in/margogiles/ ✅ Website: https://iryscloud.com/ Their insights illuminate the delicate dance of automation—where too much can alienate clients, but just the right amount enhances interactions and frees agents to do what they do best: connect. We grapple with the realities of over-automation, advocating for an approach that prioritizes personal connections by relegating the mundane to machines, thus enabling agents to elevate the customer experience with their expertise and empathy. The conversation shifts to the transformation of commercial insurance placement, where artificial intelligence meets the seasoned agent's wisdom. Our guest's profound knowledge sheds light on the symbiosis of tech and human experience, revolutionizing policy placement and market analysis. We examine the challenges of training newcomers in the field, the potential of AI chatbots for internal data management, and the pressing need to overhaul legacy systems. All this is juxtaposed with the realities of technology adoption within the workforce—how it can either spur growth or stifle it, depending on how closely it aligns with both employees' expectations and the company's strategic goals. Finally, we wrap up with reflections on fostering a progressive work environment in an era where legacy technology can be a deal-breaker for the tech-savvy generations entering the workforce. We discuss the importance of offering tools that not only meet but exceed their expectations, ensuring a satisfying and productive work life. Our guest departs with a hearty message of innovation and the unyielding importance of the human element in a world marching steadily towards automation. Join us for this journey through the intersection of insurance, technology, and the timeless value of genuine relationships. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlock the secrets to balancing the human touch with high-tech efficiency in our latest podcast, featuring a renowned insurance industry expert, Margeaux Giles.✅ Join the Insurance Growth Masterclass: https://masterclass.insure✅ For daily insights and ideas on peak performance: https://www.instagram.com/ryan_hanley/✅ Hire me to speak at your next event: https://ryanhanley.com/speakingConnect with Margeaux Giles✅ Margeaux's LinkedIn: https://www.linkedin.com/in/margogiles/✅ Website: https://iryscloud.com/Their insights illuminate the delicate dance of automation—where too much can alienate clients, but just the right amount enhances interactions and frees agents to do what they do best: connect. We grapple with the realities of over-automation, advocating for an approach that prioritizes personal connections by relegating the mundane to machines, thus enabling agents to elevate the customer experience with their expertise and empathy.The conversation shifts to the transformation of commercial insurance placement, where artificial intelligence meets the seasoned agent's wisdom. Our guest's profound knowledge sheds light on the symbiosis of tech and human experience, revolutionizing policy placement and market analysis. We examine the challenges of training newcomers in the field, the potential of AI chatbots for internal data management, and the pressing need to overhaul legacy systems. All this is juxtaposed with the realities of technology adoption within the workforce—how it can either spur growth or stifle it, depending on how closely it aligns with both employees' expectations and the company's strategic goals.Finally, we wrap up with reflections on fostering a progressive work environment in an era where legacy technology can be a deal-breaker for the tech-savvy generations entering the workforce. We discuss the importance of offering tools that not only meet but exceed their expectations, ensuring a satisfying and productive work life. Our guest departs with a hearty message of innovation and the unyielding importance of the human element in a world marching steadily towards automation. Join us for this journey through the intersection of insurance, technology, and the timeless value of genuine relationships.Learn more about your ad choices. Visit megaphone.fm/adchoices

A dynamic conversation with Peter MacDonald, founder of Wunderite, as we consider the integration of semantic search, the dance of regulatory changes, and the promise held within the folds of technology that already exists in our agency. ✅ Join the Insurance Growth Masterclass: https://masterclass.insure ✅ For daily insights and ideas on peak performance: https://www.instagram.com/ryan_hanley/ ✅ Hire me to speak at your next event: https://ryanhanley.com/speaking -- ✅ Peter MacDonald's LinkedIn: https://www.linkedin.com/in/petemacdonald/ ✅ Steve's website: https://wunderite.com/ ** More about this episode ** Have you ever stood on the brink of achievement only to find yourself peering over the edge into a void of dissatisfaction? Let's traverse that expanse together, exploring 'The Gap and the Gain', as I share how shifting your mindset from what's missing to what's been accomplished can revolutionize your sense of fulfillment and growth. We'll tap into the wisdom of Dan Sullivan's Strategic Coach program and my own formative experiences, discovering how to relish the journey, not just the destination, and embrace perseverance as the true art of success. Remember, in the symphony of our daily hustle, sometimes the quietest notes speak the loudest. Enter the complex world of insurance, a behemoth of potential and pitfalls, where I'm joined by a visionary from Wunderite to add layers to our discourse. We'll consider the integration of semantic search, the dance of regulatory changes, and the promise held within the folds of technology, such as WonderRite's breakthrough platform. As we wrap up, you'll find your inner skeptic awakened and your intellectual curiosity piqued, with a side serving of conspiracy theories that's sure to entertain. Join us; it's a conversation that promises to challenge, enlighten, and maybe even amuse you. #gratitude #findingpeak #insurance Learn more about your ad choices. Visit megaphone.fm/adchoices

A dynamic conversation with Peter MacDonald, founder of Wunderite, as we consider the integration of semantic search, the dance of regulatory changes, and the promise held within the folds of technology that already exists in our agency.✅ Join the Insurance Growth Masterclass: https://masterclass.insure✅ For daily insights and ideas on peak performance: https://www.instagram.com/ryan_hanley/✅ Hire me to speak at your next event: https://ryanhanley.com/speaking--✅ Peter MacDonald's LinkedIn: https://www.linkedin.com/in/petemacdonald/✅ Steve's website: https://wunderite.com/** More about this episode **Have you ever stood on the brink of achievement only to find yourself peering over the edge into a void of dissatisfaction?Let's traverse that expanse together, exploring 'The Gap and the Gain', as I share how shifting your mindset from what's missing to what's been accomplished can revolutionize your sense of fulfillment and growth.We'll tap into the wisdom of Dan Sullivan's Strategic Coach program and my own formative experiences, discovering how to relish the journey, not just the destination, and embrace perseverance as the true art of success.Remember, in the symphony of our daily hustle, sometimes the quietest notes speak the loudest.Enter the complex world of insurance, a behemoth of potential and pitfalls, where I'm joined by a visionary from Wunderite to add layers to our discourse. We'll consider the integration of semantic search, the dance of regulatory changes, and the promise held within the folds of technology, such as WonderRite's breakthrough platform.As we wrap up, you'll find your inner skeptic awakened and your intellectual curiosity piqued, with a side serving of conspiracy theories that's sure to entertain.Join us; it's a conversation that promises to challenge, enlighten, and maybe even amuse you.#gratitude #findingpeak #insuranceLearn more about your ad choices. Visit megaphone.fm/adchoices

In this new episode of Searching for Mana, we delve into the exciting world of insurance and cutting-edge technology. Led by our knowledgeable hosts Dan O'Riordan and Sachin Doshi, the discussion explores how the technical prowess of companies like Root is inspiring a new generation of insurance services. Louw Hopley is the CEO and co-founder of Root, an end-to-end digital insurance platform that enables the launching of new products and digital engagement channels fast. Root is based in Green Point, Cape Town, and Louw shares how this innovative company is redefining the industry not only in Africa, but in more places of the globe, such as the UK. He also shares his experience in creating cultural values and adapting them as the business scales up at a rapidly changing speed. ❓Curious about Louw Hopley and Root? Dive deep into their ideas here:  Louw Hopley: https://www.linkedin.com/in/louwhopley/ Root: https://rootplatform.com Follow Searching For Mana to stay tuned into our latest episodes. Website: https://manasearch.co.uk/browse-jobs/ Instagram: https://www.instagram.com/mana.search/ LinkedIn: https://www.linkedin.com/company/mana1 ✍️ We'd love to hear your thoughts! Drop us a comment with your opinion, experiences, and questions – we would love to bring them to our future episodes!

Not everyone fully understands the benefits of having insurance, and this lack of awareness may be the reason why many of us don't prioritize it. Since insurance requirements vary from person to person, companies are now leveraging technology to bridge this gap. Tune in to this episode to know how startups like Riskcovry and Gramcover are working towards making insurance accessible by offering a wide range of options to cater to an individual's diverse and specific needs. This podcast is also available in Tamil and Hindi. A special thanks to Omidyar Network India for making this season possible. To know how ONI is partnering bold and purpose-driven entrepreneurs who are working to improve the lives of India's Next Half Billion, visit omidyarnetwork.in You can listen and subscribe to Smartphone Nation on the IVM Podcasts App and on all major audio platforms. Do follow IVM Podcasts on social media. We are @IVMPodcasts on Facebook, Twitter, & Instagram.  Do share the word with your folks!See omnystudio.com/listener for privacy information.

With an 11-year CPA license, Daniel's journey encompasses roles at the Big 4 Accounting Firm and a global pharmaceutical company, offering extensive international experience. Having navigated the solar industry and Insurance Technology, Daniel now runs a consulting business, aiding startups in Series A-Series B stages with financial reporting and process setup. As a licensed NJ real estate agent, Daniel engages in various ventures, recently closing a notable 84-unit acquisition. Beyond professional pursuits, he takes pride in family life and outdoor activities, from golf and snowboarding to beach outings and hiking. Noteworthy experiences include briefly owning a school bus for a brewery tour business and working front-row security at a Metallica concert.   Here's some of the topics we covered:   Daniel's Travels Around The World Shutting Down Multiple Companies and Learning A Lesson Why Turn to Real Estate After A Successful W2 Job? Transitioning From Single Family To Multifamily The Significance Of Bringing Rents To Market Level How Daniel Found His Discount Multifamily Deal What a “Buy Box” is and What You Use It For The Mindset Of Getting Your First Deal Asking The Hard Questions About a Partnership To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com   

Robin speaks to Liselotte Munk, CEO of core administration system provider Fadata, available across all major lines of business to help insurers contribute successfully to the security and well-being of customers. Join Robin and Liselotte as they discuss meeting customer demands in an increasingly digital world, the benefits of a diverse and global workforce, the power of networking and the experience of running the insurance technology company as a woman CEO.  Topics covered include: The importance of trusting yourself  The shift towards cloud-based solutions Experience of being a women in technology and insurance If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. To find out more about InsTech, our membership and offerings visit www.instech.co or contact us hello@instech.co Continuing Professional Development - Learning Objectives InsTech is accredited by The Chartered Insurance Institute (CII). By listening to any InsTech podcast, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Summarise how networking can help develop and grow your company Specify the various factors needed to run a successful technology company Explain the value of a global and diverse workforce If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 270 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

If you've ever wondered about the best practices when two insurance agencies merge, you're in for a treat! Join our host, [Your Host's Name], and our special guest expert, [Guest Expert's Name], as they share their wealth of knowledge and experience on navigating the intricacies of merging two insurance agencies seamlessly. Whether you're an insurance agent looking to expand your business or simply curious about the behind-the-scenes magic that happens during a merger, this episode is a must-listen. In this episode, you can expect to:

This week we had the pleasure of interviewing two-time Wall Street Journal bestselling Author and industry leading business consultant, Brian Will. During the course of his career, Brian has created or co-created seven highly successful companies in four different industries that were worth over half a billion dollars at their peak. Throughout the episode Brian shares his story of how he went from high school dropout to multimillionaire and the lessons he learned along the way. He walks us through a mini masterclass on how to systematize a business and the vital roles one must fill to be able to scale and eventually prepare for an exit. Today, Brian owns a growing portfolio of businesses including a chain of restaurants in Atlanta, an Insurance & Technology company in Denver, and a Real Estate business Florida. If you are looking for an episode that breaks down Business 101 and discusses the systems needed to effectively take your business to the next level from a business consultant's point of view, this is the one for you.**If you enjoy the show, please leave us a review on Apple Podcasts or Spotify! It takes less than a minute and makes a huge difference in helping us land high profile guests to best serve our audience. Are you looking to partner on real estate deals or expand your personal portfolio? Click here to join our investor club and be notified about upcoming partnership opportunities.  Previous Guests on The Weekly Juice Podcast include: Brandon Turner, Tarek El-Moussa, David Greene, Tony J. Robinson, Mike Ayala, Jamie Gruber, Robert Croak, Mark Simpson, Chad “Coach” Carson, Heather Blankenship, Tim Bratz, J. Scott, Matt Faircloth, Michael Elefante, Devon Kennard, Paula Pant, Jake Harris, and Avery CarlFollow Us on Social Media:Instagram: instagram.com/weeklyjuicepodYouTube: youtube.com/@weeklyjuicepodTwitter: twitter.com/weeklyjuicepodThreads: threads.net/@weeklyjuicepodTikTok: tiktok.com/@weeklyjuicepod**This episode is brought to you by RentRedi. We get asked all the time how we manage our real estate portfolio while still having W2 jobs. Our secret is RentRedi. This all-inclusive property management software can do it all. It helps us with rent collection, accounting, tenant screening, maintenance requests, marketing, tenant communication and much more. To get more of your time back and streamline your rental portfolio with RentRedi, make sure to use promo code “WEEKLYJUICE” to receive 50% off any plan. **Disclaimer: The information provided in this podcast is for informational purposes only and should not be considered as financial advice. The content of this podcast is based on the personal opinions and experiences of the speakers, and it is important to do your own research and seek professional advice before making any financial decisions. Investing in financial markets involves risk, and you should be aware of the potential for loss. Always consult with a qualified financial advisor or professional before making any investment decisions. Remember, the opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the views of any organizations they are affiliated with.

We are back with FIG's Executive Vice President, Dave Henry. He's bringing us a quarterly life insurance industry update in today's episode. Tune in as we discuss advancements in technology that are revolutionizing the insurance industry, from precise illustration systems to streamlined policy management. We also delve into how insurance carriers are responding to new regulations like AG 49-A and AG 49-B while maintaining fairness for all clients. Then we'll chat about the rising interest and popularity in advanced planning strategies, due to changing regulations and market dynamics. We wrap up this episode by discussing the value of the advanced strategies team at FIG, which specializes in helping clients with complex needs.   Here is an overview of what we discuss in this episode:   Innovative technology that offers accurate projections and policy management tools while streamlining processes, benefiting both financial professionals and clients Insurance carriers' response to new regulations like AG 49-A and AG 49-B  The increasing interest in advanced planning strategies among advisors and clients with the changing regulations and shift in wealth dynamics The importance of collaboration between financial advisors and subject matter experts   Learn About FIG: https://www.figmarketing.com  800-527-1155  

Artificial Intelligence (AI) is a rapidly evolving field. It's changing the way we live, work and play. In this episode, we talk to two experts in the field: Dr Andy Lingard, Portfolio Development Leader in Insurance Technology at WTW, and Dr Eleanor Drage Senior Research Fellow at the Leverhulme Centre for the Future of Intelligence at the University of Cambridge. We discuss the latest developments in AI, specific applications for the investment industry, the ethical implications, and the future of this technology.  Resources mentioned: Investment Insight: AI, humans and the new age of asset management Global study: McKinsey's 2022 Global Survey on AI Podcast: The Good Robot Books: Details on Eleanor's books can be found here

Imagine this you come into your insurance agency and everyone is smiling and happy. On Friday at 5pm there are no overdue activities, the team's email is clean and clear and everyone goes home happy! Do you believe that is possible? Well it is! At APP we have gotten many insurance agencies in a zero backlog workflow. Let's start by identifying common insurance agency backlog challenges: High Volume of Work: staff shortage, inefficient processes, too many payments Technical Issues -Management System User Errors External Factors Once you get routed in the fact that your team needs to be ahead not behind you start seeing and feeling some of these side effects. Delayed processing of claims, increased workload, higher operational costs, customer dissatisfaction, compliance issues and depleted team morale. 00:00:00 Grouping Items 00:00:03 Prioritizing Workload 00:00:07 Importance Meter 00:00:11 Vision and Values 00:00:20 ATP Friends and Family 00:00:25 Podcast with Bobby 00:00:47 Abolish Insurance Agency Backlog 00:01:53 External Factors 00:04:55 Side Effects of Backlog 00:06:46 How to Abolish Backlog 00:06:57 Automating Processes 00:08:19 Do we need to be working on our new business before we're working on a rewrite? 00:08:39 Improved Communication 00:10:13 Outsourcing Services 00:10:51 Increasing Staffing 00:12:44 Train Your Staff 00:15:05 Lead by Example Abolish Insurance Agency Backlog is a podcast by APP discussing how to reduce the amount of overdue tasks in an insurance agency. This can be caused by high workload, inefficient processes, technical issues, external factors, and pas taking too long. The side effects are delays, customer dissatisfaction, increased workload, higher operational costs, and compliance issues. To reduce this backlog, agencies should prioritize their workload, improve communication, outsource services, increase staffing, train staff, highlight benefits, and lead by example. Resources from APP On Getting Your Insurance Team Current: Read our Blog On How to Abolish Insurance Agency Backlog Get our FREE Guide on How To Get A Client on EFT Or Pay In Full Get 20% off our Agency Job Description Templates to make sure your team is focus on the right clients [USE CODE TIME] Learn How APP Can Help Your Agency Manage Time! Agency Assessment (Lets organize and optimize your book) Agency Efficiency (Move Your Team From Busy to Productive) 2 Year Program (Install Key Agency Growth 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? Shop online: everything from scripts and templates to on-demand courses to merch. #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #InsurancePros #ClientManagement #AbolishInsuranceAgencyBacklog #PrioritizeWorkload #ATPFamily #VlogBancher #PodcastWithBobby #APTPerformancePartner #AutomateProcesses #PrioritizeTasks #CustomerSatisfaction #VirtualEmployees #Train

Saira Taneja is Chief Experience Officer at Cover Whale, a leading commercial trucking insurance provider and fast-growing insurtech.   Taneja brings over a decade of experience in the health insurance sector across various functional areas where she held multiple leadership roles. Her passion for innovative market offerings led her to Cover Whale. Leveraging her expertise in scaling businesses, while also achieving customer-centricity has been instrumental in the company's success. She currently oversees the Growth, Marketing and Customer Success organisations.  She holds a BA in International Business from Bentley University, and an MBA from Bentley's McCallum Graduate School of Business.   Questions   • Now, we always like to give our guests an opportunity to share in their own words a little bit about their journey. So, could you take a few minutes just to share with our listeners, how it is that you got to where you are today? • What is Cover Whale for those of our listeners that don't know what your company does, could you share with us? • One of the things that I think would be important for these kinds of experiences to have a more of an omni channel approach to your service experience or your service delivery, could you share with us maybe three things that your organisation is doing that creates that kind of experience? Or if you're not doing it, maybe something you're working towards doing. • Could you also share maybe two to three pain points that your end users pretty much complain about with your service that you're providing? What are some of your pain points that you're solving on a day to day basis? • Could you share with us what's the one online resource, tool, website or app that you absolutely can't live without in your business? • Could you also share with us maybe one or two books that you have read that have had a great impact on you? It could be a book that you read a very long time ago, or even one that you've read recently. • From a leadership perspective, what are some things that you do to ensure that your team is motivated, and your team is doing all the best they can do to deliver that experience, not just for your end users, but also internally to each other? • Now, could you also share what's one thing that's going on in your life right now that you're really excited about? Either something you're working on to develop yourself or your people. • Where can listeners find you online? • Do you have a quote or saying that during times of adversity or challenge, you will tend to revert to this quote, if for any chance you got derailed, or you got distracted and you kind of use that quote to kind of just to get you back on track, get you back focused? Do you have one of those? Highlights  Saira's Journey  Saira shared that she likes to say that her career took a corporate path, albeit, not a linear one. And she tends to follow her passions for the next step. And so, without going into every twist and turn in her history, really it is that she started out, as mentioned, in sort of the International Business track, that's where she thought she wanted to go, worked in Embassy for a summer in DC, decided that was not for her and wanted to go into business.   And so, really work from sales and marketing, product, strategy, CX all with a common thread of strategy and CX throughout her career and ended up in the health insurance sector. It happened by chance and a lot of them that are in the insurance space, say they got here by chance, that they stayed here because of the opportunity and really have developed a passion for it.  And so, Cover Whale came knocking about a year ago at this point with this amazing opportunity that was really an amalgamation of all of her corporate experiences into one beautifully challenging job and she said yes. And so, that's what led her to her current post, as mentioned, overseeing the growth organization, marketing, customer success but really leading the charge on experience for Cover Whale.    About Cover Whale – What Does the Company Do? Saira shared that Cover Whale is an Insurtech, so that's shorthand for an Insurance Technology company, and MGA. And for those of the listeners that are not familiar with an MGA, that's an Managing General Agent. So, an MGA is really a go between between the carrier partners. So, they have relationships with a number of different insurance carriers, and the Managing General Agent have functions that allow them to really underwrite. And so, they've been granted underwriting authority by the insurance companies with which they partner to bind, to underwrite, to price, to settle claims, and to point in retail agents.  So, all that to say is they are an entity between their carrier partners, and then retail agents, that's really their primary distribution channel in the commercial trucking space. So, you think of truck drivers driving across America, they need insurance, that's what they're providing. And they're doing it in a digital user-friendly way that hasn't been seen before.   Me: So, your primary customer are your truck drivers, and when you said insurance, you're talking about like health insurance? Are you also referring to life insurance?   Saira shared that that's interesting, she came from the health insurance space. So, what they're really offering is Commercial Auto Insurance. So, for their box trucks, auto haulers, semis, those are different types of vehicles, and for the cargo that they carry.  So, they are offering Commercial Auto Insurance for the end users or the policy holders, which are the truck drivers or owner operators. And they're doing it through their retail agents. So, she's really excited for today's conversation because it's a pretty complicated space and they really have multiple stakeholders. So, when they think about experience, not only is it about the end users or drivers, it's about those that are distributing the insurance to them, which primarily for them is retail agents or wholesalers with whom they partner with.   Creating an Omni Channel Experience  Me: So, one of the things that I think would be important for these kinds of experience to have a more of an omni channel approach to your service experience or your service delivery, could you share with us maybe three things that your organization is doing that creates that kind of experience? Or if you're not doing it, maybe something you're working towards doing.   Saira stated that she loves that question, so, it's really interesting that Yanique said the word omni channel. And she thinks that means different things to different companies. But really, where most companies start is, you have service, so you have a place where people who might have questions or an issue can go to and call you as a company, right? They (Cover Whale) and others have a call line to be able to reach out to them, so that's one point in the experience.  And really, they also allow their partners to reach out to them via email, that's another point. But really where the majority of their experience is delivered is through their proprietary platform that they've built in house.  And that's where they go to bind coverage for policyholders. And so, what she'll say is, what she just described really is a multi-channel experience, right? You have various points in the interaction with Cover Whale and other companies where you can reach out, but multi-channel are siloed.   And so, she thinks you're asking about omni channel, which is how are you connecting all those points together, and that's something that they are working on internally that she knows every company is really after, because some of the best experienced companies in the world have figured out, you reach out to them one way, they know when you've reached out to them a different way and they're able to take the data that you've given them or information you've given them through those different channels and put it all in one place so that your experience is standardised across various channels.  So, that's something that they're working towards and getting better at every day. And really, it starts with centralization of data. And so, just with your questions of three different ways, she just described them. So, email, calling, as well as the platform as well as they have an app. And what she loves to say is that, in today's day and age, there are so many different channels from which customers can reach out and it's a matter of marrying all of them together into one omni channel experience.   Pain Points Cover Whale is Solving Me: Could you also share maybe two to three pain points that your end users pretty much complain about with your service that you're providing? What are some of your pain points that you're solving on a day to day basis?    Saira stated that that's a really great question. And she'll be very honest with you, Cover Whale grew really, really quickly. The company was founded in 2020 and they're sitting here almost midway through 2023, they did not realize they'd experienced this level of explosive growth.  And so, with that, obviously come service challenges. When customers used to reach out to them, they wouldn't hear back in really a very quick fashion. And so, what they've done over the last year is really work on their timeliness. What they done is, they stood up a number of self-service tools. So, a knowledge base, a chatbot. They've stood up internal service level requirements for their team to achieve on the service side for getting to first contact resolution of an 85%, for an email response time of four hours.  And so, she would say to the question, it's really about speed of service that they've worked on and done really well at and you know what, at the end of the day, it's leveraging technology to be able to help and anybody can staff with hundreds of people to get to the hundreds of inquiries that are coming in, but it's really about being smart and applying technology so that you can drive down inquiries and also make improvements. The questions that were coming in, it gave them real insight into the pain points that they should be solving, sort of at the top of the funnel, rather than staffing for on the other end.   App, Website or Tool that Saira Absolutely Can't Live Without in Her Business When asked about an online resource that she can't live without in her business, Saira stated that she loves this one. She likes to stick to and there are so many but for her, it's Miro. What she loves doing and if you ever visit their Cover Whale offices in New York and she welcomes you to do so. You're going to find post its everywhere. When they're in person, folks have known have visited the office when they're post its all around the room and more of the team is leveraging them now.  But she thinks it's really important to map the end to end journey for whatever it is that you're trying to solve for. Because sometimes one part of the company may be doing something that another part of the company may not be aware of. So, sitting and mapping step by step from a user's perspective is so important. And so, Miro is really the digital version of that. If you've ever used it, it's essentially a whiteboard with sticky notes, digitally, they can be any size, shape, colour, and you essentially do the same thing. And so, she uses that fairly often in a virtual setting.   Books that Have Had the Biggest Impact on Saira When asked about books that have had a great impact, Saira shared that one that she loves, if folks that are listening that have not read before, it's really old, it's probably from like the late 90s, but it had quite an impact on her life, it's called The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book). So, she loves that one. And not to steal the thunder of the book. But really, it's four agreements that you can apply to your life, starting with being impeccable with your word. To always doing your best and a lot of really good wisdom in the middle. And just to give credit where credit is due, that's by Don Miguel Ruiz, a Mexican author.  And the other one is by an Organizational Psychologist, Adam Grant, called Think Again: The Power of Knowing What You Don't Know. And she found that one really enlightening and eye opening, because there are a lot of assumptions and biases and everybody's thinking that they may not even know that they have. And it's really about questioning everything that comes to mind and really encouraging others to question also, facts that we all may think are facts are likely have changed over time, the world is a dynamic place. And so, it's about thinking and thinking again, so she would encourage listeners to read that one if they haven't yet.   Ensuring the Team is Motivated to Deliver the Best Experience to the End Users and Internally Me: Now your role, Saira at Cover Whale is Chief Experience Officer and that's a very big role. I can imagine in terms of leadership, you have to have strong leadership, certain kinds of skills to ensure that you are leading a team that is not just doing things because you've told them to do it, but they are intrinsically motivated to do it. And so, from a leadership perspective, for those of our listeners, who are tapping into this episode, and they'd like to sharpen their leadership skills, especially with post COVID, lots of people are burnt out mentally, they might not necessarily like everything about what they do and sometimes that energy comes over in their drive and the work that they get done. What are some things that you do to ensure that your team is motivated, and your team is doing all the best they can do to deliver that experience, not just for your end users, but also internally to each other?   Saira stated that she loves that question. So, when you think about experience, it's not just the experience that you're delivering, it's the experience of the people with whom you're working with every single day. If the experience of the people you're working with is not good, more likely than not, your customers are not happy either. And so, it starts with the culture, it starts in the organization and for her, her leadership style is really one of being a servant leader. It's about listening to those that she leads in her organization and understanding what's working well, what isn't.  Saira shared that she is actually on a listening tour right now with their agent partners, she's trying to meet with one every single day, it might take her years to get through all of them because there are thousands but she offers this as a suggestion to other leaders who are listening to this podcast because leadership has a tendency, we want measurement, NPS, customer effort, customer satisfaction, what is the data telling us, and you will get insights from surveys, absolutely and that should be happening too.  But just pausing and calling your customer, reaching out to them, having a meeting, sitting down with them, asking for feedback is so powerful. She has learnt so much in the last x months of sitting down with partners every single day that she doesn't think she would have gotten the same colour from a PowerPoint presentation on sort of survey insights. And so, she just encourages listeners to reach out and have a conversation, you might learn something that your customers would not have offered in an online survey or other medium. So, just ask and listen, active listening is such an important part of what we can all do. They've hired the best of the best, really, and so it's about making sure they have everything that they need to do their best work. And what she can say to you is that in terms of their experience, they've purposely developed the culture internally at Cover Whale to be one that's employee centric. And in being employee centric also means that they have the power to do right by their customers and their stakeholders. And so, what she asked the team to do is in every interaction, or anything that they're standing up, whether it be at the product level, whether it be in communications, is this something that you would like to be on the receiving end of if you're in the shoes of their customer?  She thinks that's so important. They're not just going to a company everyday working and going home and turning off, they're actively building something and creating something that their customers are experiencing, that they experience, frankly, 1000s of times a day in their interactions with other companies. So, she thinks it's really about bringing that message home and empowering their people to be able to do right by their end users.   What Saira is Really Excited About Now! When asked what's one thing that's going on right now that she's excited about, Saira stated that that's a great question. She stated that it's figuring out how to harness technology for service. And when she says service, she doesn't just mean their service centre. When it comes to insurance, once somebody signs on the dotted line, everything that comes after over the next year is service, if they need to reach out, if they need to make a change, if something has happened unfortunately, that's service and so how do they harness technology to be able to help with that service and ChatGPT is such an interesting point in their life, and in society to figure out how to mindfully apply technology so that we can free up humans to do more value-add work, and really drive the empathy that all people want.  At the end of the day, people are looking for a connection at a certain point, they may not want to talk to a person for a common question that they can get responded to via Chatbot or that they can find a knowledge base. But she thinks that's one of the most interesting things that they're really thinking through right now of how do you apply technology to be able to free up people to be able to do more value-add work? And she thinks this is not just a question that she has internally with Cover Whale, she thinks this is a question that leaders are asking throughout. And really everybody's asking of what is this going to mean five years down the road?   Me: Agreed. It's interesting you mentioned ChatGPT because I don't believe that is going to replace people. And I totally agree with you that the question should be, how can we use the technology to answer more mundane, run of the mill kind of questions, and then the more complex tasks that require a high level of empathy, the emotions and the workings of a human being that chat or a bot or any form of artificial intelligence can't deliver, the humans can be freed up to deal with those kinds of scenarios.   Saira stated yes, she totally agrees with that.   Me: So, in continuation of that whole point, do you see ChatGPT evolving, and exploding, or even something that's being added on to that like in the next, I would say, 12 months? Because it's definitely a buzz thing that's happening, have you found ways in your organisation to make it work?   Saira stated that they have and it's interesting. So, what she would say is, she thinks that her inclination right now, based on what she's seen, is that she would not want to apply it just front and centre to their customers. She thinks from a service standpoint, it's really unpredictable. In terms of what you might get back, but she thinks it's really compelling to use as a tool, which is where she hopes we all end up going, if you think about a calculator being introduced to the world, and everybody's saying, “Oh, no, nobody's going to learn how to do math.” And it's like, well, you learn to use it as a tool for analysis, for research.  And so, that's really how they're trying to leverage it, of are there certain things that they might be able to input into it? Can it crunch massive amounts of data to be able to give them insights that otherwise would have taken them weeks to do?  For instance, are they able to take certain inputs and filter it through, of course, nothing proprietary or sensitive, and then understand what's working well from the proprietary technology they've stood up. What might be a production error that they're seeing or others. So, she thinks that if organizations can figure out how to optimise their back-end operations by using ChatGPT as a tool, she thinks it would just make us more efficient. But in terms of it being customer facing right now, she doesn't think we're there.   Where Can We Find Saira Online LinkedIn – Saira Taneja           Quote or Saying that During Times of Adversity Saira Uses When asked about a quote or saying that she tends to revert to, Saira shared that she does. The one that she always tends to go back to is Alice Walker, she's an American novelist. She has said, “The most common way people give up their power is by thinking they don't have any.” And she loves that because we all have the power, each and every day to drive change. No matter what aspect of life it is and this is what she shares with her teams as well, is that you have the power really to change something. Don't pass the buck, don't think somebody else will do it for you. If you can do it, you have the power to do it, do it.   Me: Awesome. Thank you so much for sharing, Saira. And I think if anything our listeners should take away from this interview is focusing on ensuring that we really pay attention to all of our stakeholders, our employees, our customers, and ensure that we really listen to them as she mentioned, active listening, it's something we take for granted, it's something that we have to do every day in order to communicate. But are we really designating that time and effort to the people who really need to be heard so the real change can be made?    Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest    Links ·  The Four Agreements: A Practical Guide to Personal Freedom (A Teoltec Wisdom Book) by Don Miguel Ruiz ·  Think Again: The Power of Knowing What You Don't Know by Adam Grant   The ABC's of a Fantastic Customer Experience Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners  Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC's of a Fantastic Customer Experience.” The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! This book will develop your customer service skills and sharpen your attention to detail when serving others. Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!   The ABC's of a Fantastic Customer Experience Webinar – New Date Register Here  

Does insurance agency task management drive you nuts? You log into your insurance agency management system and you see all red. Then your mood turns red and you wonder what is going on. You poll your team and ask them what is happening. Everyone has the same response - it's just busy. You then dive deeper into the insurance agency task management. What you generally find is some of the following scenarios: tasks that are done just not closed work on clients that should be delegated bending over backward for the wrong clients lack of documentation Now you go from mad to volcanic! But if you jump to the wrong conclusion than you run into bush back from your team. Instead you need to stop and understand their perspective. The team needs to understand why you focusing on zero backlog will benefit them. You will need also provide your team training on how they can better manage their desk to get to a zero backlog environment. The agency team leaders and management must lead by example and not be backlogged themselves or follow the process when backlog exists of raise our hand. Last but not least celebrate success when you get to zero backlog! 00:00:00 Introduction 00:00:13 Abolish Insurance Agency Backlog 00:00:37 Automation and Technology 00:00:46 Management Systems 00:01:01 Dashboards and Activity Tracking 00:01:30 Hiring Extra People and Third Parties 00:01:57 Processes and Procedures 00:02:23 Retention and Selling 00:03:40 Conclusion Resources from APP On Overdue Insurance Activities: Read our Blog On How to Abolish Insurance Agency Backlog Get our FREE Guide on How To Get A Client on EFT Or Pay In Full Get 20% off our Agency Job Description Templates to make sure your team is focus on the right clients [USE CODE TIME] Learn How APP Can Help Your Agency Manage Time! Agency Assessment (Lets organize and optimize your book) Agency Efficiency (Move Your Team From Busy to Productive) 2 Year Program (Install Key Agency Growth 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? Shop online: everything from scripts and templates to on-demand courses to merch. #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #InsurancePros #ClientManagement #AbolishInsuranceAgencyBacklog #SocietyofTechnology #AgencyPerformancePartners #Automation #ProcessesandProcedures #RetainBusiness #EfficientProcesses #Claims #Quotes #GrowRetain #Podcast  

Attending the HUG User Group in Round Rock Texas this week? Here is why you want to stop by Booth 6 to see the Agency Performance Partners team!  

ABOUT WEB 3.0 IN FINANCIAL SERVICES Welcome to Web 3.0 podcast, a new series where we will explore the evolution of web technologies in financial services.  In each episode, our host, Sankar Krishnan, talks to leaders and practitioners about their stories and experiences in the field of metaverse, digital assets, decentralized applications, blockchain-based technologies, machine learning, artificial intelligence, cryptocurrency, to name a few. ABOUT THIS EPISODE Given the so-called “crypto winter” of 2022 and including the recent FTX meltdown, digital assets have taken a beating during the past year. But even so, digital assets are approaching the 1 trillion mark in 2023. What does the New Year hold for digital assets and financial services? And what are some of the other industries that are looking at digital assets as a strategy to drive business? In this second episode of our Web 3.0 podcast series, we hear from Yuval Rooz, CEO & Co-founder of Digital Asset; Sankar Krishnan, Digital Assets leader at Capgemini, is your host. Listen as they share unique perspectives on the capital markets and digital assets, today and for the future.

ABOUT WEB 3.0 IN FINANCIAL SERVICES Welcome to Web 3.0 podcast, a new series where we will explore the evolution of web technologies in financial services.  In each episode, our host, Sankar Krishnan, talks to leaders and practitioners about their stories and experiences in the field of metaverse, digital assets, decentralized applications, blockchain-based technologies, machine learning, artificial intelligence, cryptocurrency, to name a few. ABOUT THIS EPISODEThe metaverse is of increasing interest across all industries and engagement is growing — but exactly what is it, and how might companies best move forward in capturing value from this new, virtual shared space?In this first episode of our Web 3.0 podcast series, we hear from futurist Ronit Ghose, Head of Emerging and Future Technologies at Citi; Sankar Krishnan, Digital Assets leader at Capgemini, is your host. Listen as they share recent research and marketplace insights, and some current and future best practices for financial services, when engaging with the metaverse.

Do old habits die hard? Saving Time & Money for Your Clients could be a top priority if you first see the benefit and believe in the process. Why do clients still want to pay in cash, walk-in, or call in to pay their insurance? Has the insurance payment process changed? Most reasons are excuses. The money isn't in the bank at that time every month to have EFT, or I don't have a checking account. Has the pandemic changed this any? It certainly has. HOW? Read this week's blog. Believe in the process and everyone wins. Payment processing strategies: https://www.agencyperformancepartners.com/blog/insurance-payment-process-designed-to-get-clients-on-eft-or-pay-in-full/ 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/  

AI and ML can help insurers, but the InsurTech world has a lot more going on. Automation is delivering faster quotes and improving customer experience. Senior analyst Thomas Mason joins host Eric Hanselman to look at the impacts of market opinion and interest rate increases. Market worries about tech are hitting stock prices, but investment portfolios could be helped by higher rates. There's promise integrating insurance into consumer purchasing, similar to what's happening with financing.

MGAs have become a pillar of the P&C insurance marketplace for some time now, moving way beyond the traditional niche risk placement role. CAMGA (Canadian Association of Managing General Agents)President MaryKate Townsend and Managing Director Steve Masnyk are featured in this episode to discuss how MGAs are positioned in the marketplace. Steve and MaryKate also discuss regulation and advocacy for the association and members and how CAMGA hopes to manage the MGA 'greyzone' that exists between jurisdictions and bring about a code of conduct and accountability.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan Kastory is the Founding partner of astorya.vc - the first independent purely Insurtech focused VC in Europe focusing on early-stage startups. With hands-on operator experience from Euler Hermes, Jan and his team brings unique insights into the insurance market.In this episode we talk about:Astorya VC and the promise of InsurTech investmentsInsuring cyber threatsThe business models of InsurTech companiesPersonal data sharing to improve deals and get prevention assistance The topics covered in this episode with Timestamps:02:00 - The potential of Insurance Technology startups04:05 - The key InsurTech markets and how CEE startups can make a mark07:45 - Insurtech investment landscape in 2022 after record year in 202109:35 - What the VCs are looking for10:30 - Observing how startups die14:50 - Companies and applications to watch21:50 - Insurance for cyber threats27:10 - Do Insurtech companies take on risk themselves34:40 - Data sharing to personalize insurance deals To reach out to Jan please use:Email: jan@astorya.vc  Find over 60 other full length podcast episodes on >  https://www.pursuitofscrappiness.co/ Support for this episode comes from Nexpay > https://paynexpay.com/===See the video content exclusively on Linkedin > https://www.linkedin.com/company/pursuit-of-scrappiness/ Questions/suggestions? Join our Telegram group > https://t.me/pursuitofscrappiness Watch select full-length episodes on our YouTube channel > https://www.youtube.com/channel/UCP6ueaLnjS-CQfrMCm2EoTA 

Kegan Greene is a Managing Director and Head of Insurance Technology investment banking at Jefferies, a multinational investment bank that provides M&A transaction support including capital markets and financial advisory services, institutional brokerage, securities research, and asset management. Kegan works with later-stage insurtechs, Series B, C or beyond who are leaving the initial VC-raise stage and can start yo consider other options such as private equity. This content is great competitive intelligence for earlier-stage insurtechs who may themselves become acquisition targets and need to understand the market dynamics at play. Kegan is observing companies who are raising bridge alternatives to equity by using convertible debt or other instruments to provide growth capital without over-focusing on the valuation-dilution aspects of the raise.   Kegan sees momentum towards increased consolidation of policy administration software providers, and is excited to see what he calls, "Companies that are solving problems for the first time in insurance." Founders are bringing deep industry experience and are trying to solve a problem that has plagued them for years, truly understand the problem they're solving and have the vision to create on a greenfield.  Prior to joining Jefferies, Kegan's notable M&A transactions included the sales of HazardHub to Guidewire, Advisen to Zywave, QuoteWizard to LendingTree, ATTOM Data to Lovell Minnick, Real Capital Markets to Lightbox, Worley to Aquiline, and Wealth Enhancement Group to Lightyear. 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.

As the industry continues to more tightly integrate their IT functions; QE is being asked to incorporate insights gained in PROD into their daily practices and in some cases support testing in PROD. What is Shift Right testing, how do I do it and is it safe?

In this episode of Insurance Insights, Ramesh Nagarajan, Application Delivery Management (ADM) Solutions Architect, MicroFocus and Trivikram Pujar, Transformation Lead- Automation, Capgemini Financial Services discuss the latest trends in testing automation focusing on challenges and opportunities provided by Open Source vs

The way consumers purchase goods and services is rapidly changing, and insurance is no exception. AI, advanced analytics, smart devices and other technologies are enabling new capabilities, and insurance companies, together with their Insurtech and Big Tech partners, are finding innovative ways to reach and service customers using these tools. Join Mayer Brown partners Rohith George, Paul Chen and Yevgeniy Markov and senior associates Yuliya Feldman and Julian Dibbell as they discuss trends and highlight regulatory, commercial and contractual issues in this exciting space.

Want to know how to look at insurance distribution differently?  Scott Fergusson will tell you how as he comes from a beer and wine background and he's got a very different view on the industry.  Scott shares the Techficient story and talks about how agents and brokers are often missing the cross over sales opportunity between property and casualty and life and why Techficient can help.  Scott's a polished speaker and his infectious energy is going to motivate brokers and agents to look at sales a bit differently and how to power them forward. See omnystudio.com/listener for privacy information.

The way consumers purchase goods and services is rapidly changing, and insurance is no exception. AI, advanced analytics, smart devices and other technologies are enabling new capabilities, and insurance companies, together with their Insurtech and Big Tech partners, are finding innovative ways to reach and service customers using these tools. Join Mayer Brown partners Rohith George, Paul Chen and Yevgeniy Markov and senior associates Yuliya Feldman and Julian Dibbell as they discuss trends and highlight regulatory, commercial and contractual issues in this exciting space.

In this episode of Insurance Insights, we speak to Arun Prasad, Insurance Data Solution Head, Insights & Data, Capgemini Financial Services, about how the insurance industry is responding to new risks, changing consumer preferences, and the move towards digital, as well as the steps insurers need to take in order to be nimble and data-driven. Tune in.

In this episode of Insurance Insights, Spiros Liolis, Chief Technologist - Global Alliances, Micro Focus and Shiva Balasubramaniyan, VP, Emerging Technologies, Capgemini Financial Services, discuss the surprising trends in insurance in 2020, the key Quality Engineering themes they expect to see in 2021, and more. Tune in.

In this podcast, we feature Jeff Arnold, who has 30 years of experience in the insurance industry and is founder of the highly awarded Rightsure insurance technology firm that is changing how consumers buy insurance and pay much less in premiums. Jeff is also the author of two bestselling books, How To Beat Your Insurance Company and [...] The post How New Insurance Technology Saves You Money appeared first on AuthorExpertWire Podcast.

In this episode of Insurance Insights, Paul Carrol, Editor-in-Chief of Insurance Thought Leadership and Seth Rachlin, EVP & Global Insurance Industry Leader at Capgemini Financial Services continue their discussion about the entrance of BigTechs into the insurance industry. Today's episode is all about ecosystem collaboration. How can it meet changing customer needs and how will it evolve in the future? Tune in to learn more.

In this episode of Insurance Insights, we continue the conversation with Paul Carroll, Editor-in-Chief of Insurance Thought Leadership, and Seth Rachlin, EVP & Global Insurance Industry Leader at Capgemini Financial Services. The World InsurTech Report 2020 showed that the lines are being blurred between different players in the insurance industry. What is driving this change, and will policyholders benefit? Tune in to find out.

In this episode of Insurance Insights, we speak with Jason Benfield, Director, Product Management, Micro Focus and Panchal Barua, Director, Quality Engineering, Capgemini Financial Services, about how financial services firms are approaching the role of Quality in development and testing. How is Quality Engineering (QE) different from Quality Assurance (QA), and what are the benefits of integrating it with a DevOps methodology? Tune in to learn more.

In recent months, Blockchain has become come under the spotlight and different use cases have been discussed including insurance.On Episode 25, we were privileged to chat with Africa's Blockchain Evangelist and one of LinkedIn's top voices, Shadrack Kubyane.He is the Co-Founder of Coronet Blockchain and he spoke to us practically about blockchain and the role it can play in building trust, ensuring data privacy and curbing claims fraud.He also sheds light on the new African Continental Free Trade Agreement (AfCFTA) which took effect from January 1, 2021.Join us at our anniversary event via LinkedIn Live- https://www.linkedin.com/events/insurtechbusinessseries1stanniv6783383876627759104/Follow us on LinkedIn: https://www.linkedin.com/company/insurtech-business-series

BigTechs are expanding their presence in the insurance industry. Will customers purchase insurance from them? How will the dynamics between traditional insurers and BigTechs evolve in the future? Paul Carroll, Editor-in-Chief of Insurance Thought Leadership, and Seth Rachlin, EVP & Global Insurance Industry Leader at Capgemini Financial Services, discuss in this episode of Insurance Insights

In this episode, based on the World Quality Report, we speak to Nick Utley, Transformation Leader in Analytics at Capgemini and Omer Felder, Executive Product Manager in Lifecycle Management at Micro Focus about the impact of AI/ML-based analytics in software testing.

In this episode, Gal Tunik, Senior Director at Micro Focus who specializes in Cloud Service Strategy & Partnerships, and Ajay Walgude, Vice President at Capgemini Financial Services' Technology Practice, continue their conversation on cloud migration and its effect on testing.

In this episode, we take a deep dive into the findings of the World InsurTech Report 2020 with Frank Desvignes, Global Head of Open Innovation at AXA Next, Sabine VanderLinden, Co-founder and Managing Partner of the Alchemy Crew, and Elias Ghanem, Global Head of Market Intelligence at Capgemini Financial Services. On the agenda - the impact of BigTechs and COVID-19 on policyholder needs and expectations, how insurers can improve ways to leverage technology, and more.

Customers of all age are adopting a millennial mindset to research and purchase insurance. In this episode, we speak with Elias Ghanem, Global Head of Market Intelligence at Capgemini Financial Services, and Steve Tunstall, Co-founder and CEO of Inzsure.com about customers' growing usage of digital channels, as well as their increasing willingness to purchase insurance from non-traditional firms. How does this impact the insurance industry? What will be the best way forward for insurance firms to win customers? Tune in and find out.

In this episode, we talk to Gal Tunik, Senior Director at Micro Focus who specializes in Cloud Service Strategy & Partnerships, and Ajay Walgude, Vice President at Capgemini Financial Services' Technology Practice, about how cloud adoption has transformed IT operations, including testing.

With testing automation becoming more intelligent, has the industry moved past manual testing? In fact, are testing teams even relevant anymore? We discuss with Jeff Smith, Manager in the Capgemini Financial Services Technology Practice, and Archie Roboostoff, Product Director for UFT & LoadRunner at Micro Focus in this episode.

In this episode, we speak with Jeff Smith, Manager in the Capgemini Financial Services Technology Practice, and Archie Roboostoff, Product Director for UFT & LoadRunner at Micro Focus about the challenges of testing automation, and how adding intelligence to the process impoves the testing lifecycle.

We continue our conversation with Nick Utley, Transformation Leader in Analytics at Capgemini and Eran Bachar, Executive Product Manager in Functional Testing at Micro Focus. In this episode, we discuss leveraging AI and ML in test automation.

Data-driven actionable insights help firms target stages of the customer journey to provide personalized products and services that add value for customers while increasing CX and loyalty. In this episode, we talk to Ramana Bhandaru, head of Insights & Data at Capgemini Financial Services, on how COVID-19 is presenting financial services firms with challenges but also opportunities to leverage data and accelerate digital transformation to enable a resilient enterprise.

Emerging risks, evolving customer expectations, cutting edge technology. The insurance industry is a wash with change and becoming future ready requires striking a balance. And what are the best ways to find the balance? Insurance insights, takes a look through the lens of leading industry experts. In every episode, we will explore how the insurance industry can navigate its way forward and in turn transform challenges into opportunities. 

A new reality for insurance has berth and this has brought a new realization when it comes to the nature of work in the industry. The skills, abilities, persons needed has changed and there is a need for HR professionals to re-engineer, rethink their work. It's to this end we had the privilege of hosting Kunbi Adeoti who is the Divisional Director-HR at one Nigeria's leading insurance firms, Leadway Assurance Company Limited. Recently Leadway was recognized as one of the Best Workplaces 2020 by Great Place To Work Institute ans so it was great to hear the strategies they are using to retain, retrain and attract talent.Watch IBS Conference 2020: https://youtu.be/H71CxjofwD4--- Send in a voice message: https://anchor.fm/insurtech-bus-series/message

Mark Morissette created Foxquilt to empower consumers with greater purchasing power when acquiring and managing their insurance. Foxquilt is a Canadian financial technology company focused on using big data and machine learning to empower social groups to save on Small Business and Home insurance. Foxquilt creates new value opportunities for customers by bringing people and communities together online with a smart and modern approach to insurance. Leveraging innovative technology and creating unique products, they make it easy for customers to buy insurance online from leading carriers and access group purchasing power. Mark’s career includes more than 15 years in various leadership roles spanning Underwriting, Operations and Sales & Distribution for some Canada’s premier Carriers and fintech organizations including, Aviva and Real Matters. Visit www.ebay.ca/upandrunning to open your online shop. Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn and Twitter.

Meet Anita Beyer, this episode's fascinating guest. Anita is a trail blazer in commercial insurance sales and the president of Setnor Byer Insurance & Risk. In this VIP episode Anita shares her experience as a woman in sales, encourages young women to explore career options in insurance, and offers tips for how women can be successful in the industry. Anita is smart, creative and has a wealth of knowledge to impart on recent college grads and workforce veterans alike, who may not be sure of their career path but care about making a difference in people's lives.

Personal and property insurance companies are adjusting to unpredictable times. Customers are looking for breaks on their policies as their needs change and agents are looking for the best ways to keep their lead pipeline filled. Join us as Troy Korsgaden of Korsgaden International shares insights into consumer trends, how agents are addressing the current needs, where there’s opportunity and where things might be headed.

In today's episode of Agency Intelligence podcast, host Jason Cass interviews David Davis, Chief Technology Officer at Fudge Insurance. David talks about how his brother-in-law introduced the idea of him bringing his technology background into insurance, how technology and data in the insurance agency is evolving, and how the insurance business has helped him develop the lifestyle he desires. 

In this episode, we welcome back Tom Scales, head of the life and annuity practice at Celent. Tom shares his thoughts on life insurance technology for the decade past, the current landscape, and the decade ahead. Tom has his finger on the pulse of the industry like few others, and is always a fascinating interview!

In this episode, Nick and Jim spoke about the history of ITA and ITA's 6 annual big event ITA Live. We also discussed the partnership between ITA and Insurance Nerds.Meet Jim and The Insurance Nerds - ITA LIVE at http://www.itapro.org/ITALIVEApril 5-7 in Ft Lauderdale FLsubscribe to ITA Pro Magazine for free at http://www.itapro.org/mr

On this week's episode of Insurtech Insider, Nigel Walsh is in the hosting seat and joined by a panel of guests to explore how insurance is changing in our modern world. Joining Nigel this week are: Freddy Macnamara - CEO and Founder of Cuvva James Blackham - CEO and Co-Founder of By Miles Out with the old, in with the new. Kicking off our roundtable discussion, we start by first establishing what's so wrong with the old method of getting insurance. Where is the need for new ways of insuring and what do people now expect from their insurers? With modern technologies becoming increasingly intertwined in our daily lives, the way we live has undeniably changed, including how we use and insure our cars. Smartphones have become an extension of ourselves and with everyone carrying around mini-computers in their pockets, comparing prices and insurance models has never been easier. With the addition of telematics and the growing adoption of OpenBanking, it looks like the on-demand insurance industry is set to rapidly change, but will incumbents be able to keep up? All that and much more on this week's episode of Insurtech Insider! Subscribe so you never miss an episode, leave a review on iTunes and every other podcast app. Spread the insurtech love by sharing or tweeting this podcast. Love fintech? Then sign up for our newsletter, Fintech in Five. A snack-sized selection of the week's biggest stories, longer reads, soundbites and more. Just visit this link to sign up! 11fs.com/newsletter This episode of Insurtech Insider was produced by Hanna Samuelson and edited by Alex Woodhouse. Special Guests: Freddy Macnamara and James Blackham .

Being financially stable does not only mean being able to provide for yourself and your family’s needs. It is also about being prepared for what might happen. So for most of us, that means getting insurance. However, the challenge of picking the right one is exhausting.   Are you looking for a better and faster way of getting insurance? Listen to this episode as the Matts sit down with, Spring Venture Group CEO and co-founder, Chris Giuliani. Giuliani joined Spring Venture Group in 2011. His emphasis on calculated growth and leadership development helped expand the organization in just 6 years.    SVG is a leader in insurance comparison shopping, delivering real value by helping their clients navigate insurance options to get the best rates possible - specifically in the senior healthcare space.   Learn more about:    Full Scale: https://fullscale.io/   Stackify: https://stackify.com/   Spring Venture Group: https://springventuregroup.com/   GigaBook: https://gigabook.com   Follow us on Instagram: https://www.instagram.com/startuphustlepodcast/   Subscribe to our YouTube channel: https://www.youtube.com/channel/UCDXy14X95mzCpGSHyDvvoVg   Follow us on TikTok https://www.tiktok.com/@startuphustle 

On this episode of the Insurance Innovators Unscripted Podcast, I speak with Bart Patrick, Managing Director Europe, at Duck Creek, a core technology provider focused on simplifying insurance technology. On this episode, we discuss: On demand software as a service Driving out cost inefficiency from core infrastructure Finding technology fit for your company Collaborating onRead More

Produced by  Pikkal & Co - Award-Winning Podcast Agency. InsureVite is an unique dual-role, modular insurance technology solution provider based in Singapore and the Netherlands. By replacing humans with bots and algorithms, insureVite promises to help big and small insurers transform themselves digitally faster and easier, streamline and automate end to end processes, break down bureaucracy, lower overall operational costs and allocated loss adjustment expense (ALAE), while maintaining the highest customer satisfaction and providing delight in the entire insurance experience.

InsureVite is an unique dual-role, modular insurance technology solution provider based in Singapore and the Netherlands. By replacing humans with bots and algorithms, insureVite promises to help big and small insurers transform themselves digitally faster and easier, streamline and automate end to end processes, break down bureaucracy, lower overall operational costs and allocated loss adjustment expense (ALAE), while maintaining the highest customer satisfaction and providing delight in the entire insurance experience. *Note: If you are a Startup and want to tell your startup story on our Pitchdeck Asia show, Click here - http://www.pitchdeck.asia/pda-soundcloud*

As the pace of business in the insurance industry continues to grow, agencies are increasingly looking to technology to help them better manage their daily operations and grow their businesses. Jeff Hiegert, senior customer advisor for insurance at Hyland, is taking us through the many different ways technology solutions are improving every facet of today's modern insurers.

In this episode, I sit down with Nick Lamparelli. CUO of ReThought Insurance, Partner at Insurance Nerds. Consistently in the top 50 of the most influential people in Insurance Technology….and quite possibly the busiest man in the Insurance Industry. Nick can be most conveniently found on LinkedIn: @nicklamparelli To learn more about Insurance Nerds and Nick’s Podcast “Profiles in Risk”, visit: www.insnerds.com   To learn more about Chris and the Drone Trainer: www.thedronetrainer.com Facebook Twitter Instagram  To support The Adjuster Show, please visit: AP-AdjustingFacebook  Twitter  Instagram 

In this second episode of #TECHTALKS with SwissGulf Partners podcast. Hadi Radwan, Chief Product Officer of Aqeed, shares with us how technology is changing the Insurance industry and how leveraging technology now will allow Insurance Companies to be on top of the market in the next coming years.

EP.62: From Stylekick to Shopify to Cover: Embracing Insurance Technology Karn Saroya is the co-founder and CEO of COVER, a nationally licensed insurance brokerage and tech company that cooperates with over thirty insurance companies across the United States. They specialize in apps that allow their clients to get the most out of their insurance while also maintaining the best possible client experience. Before co-founding COVER, Karn co-founded Stylekick, a mobile e-commerce marketplace that let bloggers, designers, and other fashion influencers upload their lookbooks and make them shoppable. Karn joins us today to discuss how COVER works, what makes them different from traditional brokers, and how they conduct business. He shares what made him enter the insurance industry as well as how he founded the company. He also explains the importance of always putting the customer’s needs first when it comes to claims and technological upgrades. “Humans are still important. Technology just automates away all the tedious parts.” - Karn Saroya Today on Spot On Insurance: His career before he founded COVER. How Stylekick worked and how it connected with its users. His bootstrapping days back in Toronto. His new venture and how he brought new money into his endeavor. How they help expedite the claim process. How smartphones allowed their clients to participate in their projects. What insurance companies should remember when it comes to ethics. Regulatory hurdles he has faced and how he overcame them.  What will happen to the traditional broker if they don't update themselves? His advice to those who want to join the industry. Key Takeaways: The customer should be at the center of every technological upgrade in a company. Embrace technology to start the conversation with your client. It's very rare you end up where you start, especially in technology. Connect with Karn Saroya COVER Twitter 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 iTunes and share your favorite episodes with friends and colleagues!

Some of the biggest problems in the modern insurance industry are that not only is there is a huge lack of transparency, but insurance agents spend most of their time selling insurance to their clients based on price rather than coverage. Insure Ecosystem plans to change this with the use of blockchain. This will provide immutable transparency at all levels of the insurance industry, and allow agents to provide insurance options based on the needs of their clients instead of simply on price. Currently, there are over 3000 insurance agents on the platform, from health and life insurance to homeowners and car insurance. Because their software is end-to-end, it can be used by both insurance agents as well as individuals who are shopping for insurance coverage. Insure Ecosystem uses a mix of public and private ledgers, due to the sensitive nature of some of the data necessary to provide coverage options, which also helps it appeal to established insurance industry professionals who are hesitant to make the switch to blockchain. Derek also discusses what he sees as the current state of the insurance industry, as well as the industry's future. Insure Ecosystem will be present at the Blockchain, Ethereum, and Bitcoin Superconference in Dallas, Texas February 16-18. Insurance Technology and Blockchain – You're doing it wrong. InsurTech has been the jewel of investor's eyes getting a record number of investments in Q3 2017. Most of these investments are aimed at disrupting the supply chain and taking carriers direct to the consumer. Learn how this is only reshuffling the deck and not disrupting it, and see where the real disruption opportunities exist. * InsurTech and Blockchain getting record investments * Current solutions disrupting the wrong middleman * Learn where the real need for disruption exists. For more information, visit www.insureco.io.

New scalable technology has the potential to revolutionise the entire insurance value chain and bring innovation to the insurance sector, in both advanced and emerging markets. Download and listen to this podcast from the Biennial Conference and learn about the ways in which ICMIF members are leveraging digitalisation within their organisations to introduce cutting-edge technologies such as artificial intelligence, Blockchain and the internet of things (IoT).

New scalable technology has the potential to revolutionise the entire insurance value chain and bring innovation to the insurance sector, in both advanced and emerging markets. Download and listen to this podcast from the Biennial Conference and learn about the ways in which ICMIF members are leveraging digitalisation within their organisations to introduce cutting-edge technologies such as artificial intelligence, Blockchain and the internet of things (IoT).

Join Ryan as he chats with Bill Wilson on the insurance technology revolution and what independent agents need to consider in our ever evolving marketplace.  

Join Ryan as he chats with Bill Wilson on the insurance technology revolution and what independent agents need to consider in our ever evolving marketplace.  

In Episode #622, Nathan interviews Nektarios Liolios. He’s the CEO and co-founder of Startup Bootcamp, Financial Technology, and Insurance Technology—the leading innovation program in the financial and insurance industry. They provide funding, mentorship, office space in the heart of London, Singapore, New York and Mumbai and access into their global network including investors and VCs, up to 10 folks, each time they do it. Famous Five: Favorite Book? – The Lean Startup What CEO do you follow? –  N/A Favorite online tool? — Slack Do you get 8 hours of sleep?— No If you could let your 20-year old self, know one thing, what would it be? – Nektarios wished that at 20, he would have known that he didn’t know everything and to be less scared   Time Stamped Show Notes: 01:28 – Nathan introduces Nektarios to the show 02:08 – Startup Bootcamp FinTech is a network of accelerators 02:17 – It is cohort-based 02:24 – The programs are industry focused programs 02:58 – Startup Bootcamp FinTech has 400 companies that have graduated 03:12 – Startup Bootcamp FinTech was launched in January 2014 03:29 – Nektarios shares how Startup Bootcamp FinTech started 03:56 – “To add real value, you need to be super sharp in your focus” 04:20 – Startup Bootcamp FinTech doesn’t take investments, but they take equity 04:30 – Startup Bootcamp FinTech takes 6% equity 05:52 – Startup Bootcamp FinTech has a variety of programs 06:35 – One of their teams is in Singapore 07:30 – Walnut Algorithms of France is part of their program 07:47 – It was built thinking it would revolutionize the algorithm industry 07:57 – Startup Bootcamp FinTech usually works with pre-seed startups 08:05 – Their products are not ready to launch yet 08:38 – Startup Bootcamp FinTech had 60 companies that are FinTech focused 08:52 – Buzzmove is one of the companies that have raised the most 09:05 – It provides accurate data for home insurance 09:25 – It is a data provider solution 09:35 – It sells to insurance providers 09:54 – Startup Bootcamp FinTech programs are funded by the industry players 10:26 – Nektarios shares what drives their company 11:07 – Who will win, Betterment or Wealthfront? 11:49 – It is difficult for Nektarios to discern which company will succeed 12:25 – Nathan shares his interview with Andy of Wealthfront 12:58 – Startup Bootcamp FinTech is the only program with the global reach 13:08 – Startup Bootcamp FinTech offers every entrepreneur in the globe access to their network 13:24 – The Global Insurance Accelerator is their only competition 13:34 – Nektarios shares what he thinks of the insurance space 13:58 – Insurance people are relevant to the industry 14:24 – Startup Bootcamp FinTech creates fund structure for every program 14:42 – Startup Bootcamp FinTech needs a minimum amount to run a program 15:05 – Every location of Startup Bootcamp FinTech has 5 people 15:53 – Startup Bootcamp FinTech isn’t driven by a commercial perspective 17:40 – The Famous Five   3 Key Points: To add real value, you need to be razor sharp in your focus. Insurance space has so much potential to be a lucrative space—it’s less crowded and there are so many problems to solve. Just go for it—take the consequences as it’s going to be a ride.   Resources Mentioned: The Top Inbox  – The site Nathan uses to schedule emails to be sent later, set reminders in inbox, track opens, and follow-up with email sequences Organifi – The juice was Nathan’s life saver during his trip in Southeast Asia Klipfolio – Track your business performance across all departments for FREE Acuity Scheduling – Nathan uses Acuity to schedule his podcast interviews and appointments Host Gator – The site Nathan uses to buy his domain names and hosting for the cheapest price possible Audible – Nathan uses Audible when he’s driving from Austin to San Antonio (1.5-hour drive) to listen to audio books Freshbooks – Nathan doesn’t waste time so he uses Freshbooks to send out invoices and collect his money. Get your free month NOW Show Notes provided by Mallard Creatives

In this episode Steve Anderson helps you understand how to manage User IDs and Passwords.

What is the best way to capture and manage business card information?

How any agency can create an effective website.

What would you recommend for video conferencing? Much more of our business is on a national platform now and we would like our clients/prospects to be able to see us when talking on the phone. The problem is we want this to be as simple as possible, no lengthy downloads or complex installation instructions. If possible a 1 click connection.

Steve Anderson provides authoritative answers to your most pressing insurance technology questions.

Steve answers an insurance agency question about email encryption - what is it, should an insurance agency use it, and what vendors are available.