Podcasts about insurtech

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Best podcasts about insurtech

Show all podcasts related to insurtech

Latest podcast episodes about insurtech

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#164 - Tim Bixby - Lemonade: The A.I. Insurtech Revolutionsing Insurance

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Mar 23, 2023 38:25


Get Opto's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we are joined by Tim Bixby, the CFO of Lemonade, a cutting-edge insurance technology company that's been revolutionising the insurance industry with its innovative use of AI and machine learning.In this episode, we delve into Tim's journey as CFO of Lemonade and his insights into the company's expected growth and path to profitability following its 2020 IPO. We also discuss Lemonade's Maya AI bot, the challenges of disrupting an industry, and innovations in the wider insurtech space. Tim has also been serving as Audit chair and Board director of Rent the Runway since 2021. Before Lemonade, he served as CFO of Shutterstock from 2011 to 2015 and CFO at LivePerson from 1999 to 2011. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

The Re/Imagine Podcast
127 TalentBridge23: The Mentorship Mix

The Re/Imagine Podcast

Play Episode Listen Later Mar 16, 2023 32:20


We are excited to announce the release of episode four of the TalentBridge23 limited series!   Mentorship is valuable at all levels and can be sought from a wide range of individuals, not just those with impressive titles. Listen to gain insights from business leaders as they discuss how to seek out and identify mentors. Additionally, they share tips about identifying mentors who may have ulterior motives. Tune in to hear their stories and gain insight into the innovative world of Insurtech.
 Episode Four: The Mentorship Mix, featuring: Bobbie Shrivastav, Co-Founder, COO Benekiva  Amit Unde, Vice President and CTO Insurance at LTI Mindtree  Xingyu Chen, Insurtech Fellow   Want to learn more? Engage with Nassau Re/Imagine: https://imagine.nfg.com/podcasts/ https://www.linkedin.com/showcase/nassau-reimagine https://www.instagram.com/nsre_imagine/

Insurance Monday Podcast
Bancassurance im Wandel: Wie sich die Beziehung zwischen Banken und Versicherern verändert!

Insurance Monday Podcast

Play Episode Listen Later Mar 12, 2023 56:03


Bancassurance ist in aller Munde, weshalb das Insurance Monday Team dem Thema eine kleine Serie aus mehreren Folgen widmet, wo wir Bancassurance aus Sicht von Anbietern von Technologie, Bank und Versicherung diskutieren. Mit dabei waren schon Technologie mit Friendsurance und ihr dürft euch noch freuen auf Versicherung mit der Allianz. In der heutigen Folge konnten wir gleich zwei besondere Gäste gewinnen, die eine weitere Perspektive auf das Thema mit uns teilen - und zwar: Jens Ringel, Geschäftsführer von den Versicherungsforen Leipzig und Thorsten Hahn, Founder & CEO vom BankingClub!Ihr solltet die Folge auf keinen Fall verpassen, wenn ihr wissen wollt, wie die Versicherungforen und Bankenforen das Thema #Bancassurance von der fachlichen Seite aus durchdringen und wenn euch interessiert, welchen persönlichen Blick Thorsten aus seinem beruflichen Leben mit uns teilt. Außerdem erfahrt ihr, wo sich die Bancassurance Szene im Mai trifft - und zwar hier: Bancassurance Evolution. Unsere Gäste: Jens Ringel & Thorsten HahnCo-Host: Julius KretzCo-Host: Dominik BadarneCo-Host: Sebastian LangrehrFolge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://insurancemonday.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemonday.de und wir melden uns umgehend bei Dir.Vielen Dank, dass Du unseren Podcast hörst!

The Insurance Innovators Unscripted Podcast
EP 111: Chris Bacon – Openly – Rethinking Homeowners Through Independent Agents

The Insurance Innovators Unscripted Podcast

Play Episode Listen Later Mar 10, 2023 24:20


On this episode of the Insurance Innovators Unscripted Podcast, I speak with Chris Bacon, Chief Operating Officer at Openly, an InsurTech focused on Innovating homeowners insurance. We discuss: The transformation of Tech Enabled Homeowners Insurance Data Driven Innovation Leveraging Openly's Model to Lower the Expense Ratio For more information visit: OPENLY CHRIS BACON–  LINKEDIN ThanksRead More

Insurance Town
Sydney Hoffmans- 2nd Generation Experience

Insurance Town

Play Episode Listen Later Mar 9, 2023 49:20


In this weeks episode the Mayor sits down with his good friend, Sydney Hoffmans , of iTrust Insurance, they have a phenomenal conversation about being a second generation insurance professional, learning and earning her fathers respect and ownership stake in the agency. We start with a walk down memory lane to learn more about her journey to where she is today. The conversation brings so much value to Insurance Town due to the sheer nature of the conversation about second generation Agency owners and how to manage expectations and how to respectfully and professionally navigate those waters. Trust me this conversation is phenomenal. Show SponsorsSmart ChoiceCanopy Connect Cover Desk 

The Insurance Coffee House
Coffee House Catch Up: 'Learning for one, applying to many' – with Bob Pick, EVP & CIO, Tokio Marine NAS; Deputy Group CITO, Tokio Marine Group

The Insurance Coffee House

Play Episode Listen Later Mar 9, 2023 41:27


“Every industry has its own myopia and we think, you couldn't possibly bring something from media or manufacturing into insurance”, says Bob as he shares his transition from media in to insurance.“As a technologist, running a whole career in insurance is extremely valuable but so is someone who brings insights from other industries that are frankly often highly applicable to insurance.” Bob discusses setting up shared services operations at Tokio Marine North America Services to provide pooled professional services - accounting & finance, actuarial, legal, internal audit and technology - primarily supporting Tokio Marine America, First Insurance Company of Hawaii and Philadelphia Insurance. “The only reason we're here is to support our carriers. Each of our group companies has different needs. They're at different moments in their system lifecycle, operational change and transformation.” Bob shares his thoughts on the future of insurance both through a technology lens and on the sector holistically, emphasising that, “Any insurtechs we adopt, we have to stitch in to an already complex environment. Sometimes you can plug it in, often it's not that simple.” He talks about the personality traits that fit Tokio Marine and the diversity of opportunity for those with an insurance background and those from outside of the sector. “The more we speak insurance, the more it draws our business colleagues in to speaking tech. If everyone's speaking a little insurance and a little tech, we're all speaking the same language.” Connect with Bob on LinkedIn or find out more about TMNA ServicesThis episode of the Insurance Coffee House Podcast was first published on 29 March 2022Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

Connected With Latham
Episode 45 – Will Insurtech Reach New Heights in 2023?

Connected With Latham

Play Episode Listen Later Mar 8, 2023 8:31


Insurtech has become a darling of both traditional players in the insurance market and disruptive fintech operations. The coming year looks to continue this trend, with companies looking to insurtech as a venue for penetrating new markets. Yet as insurtech's attractiveness continues to grow, potential investors will need to navigate a highly regulated industry and new regulatory considerations on the horizon. In this episode of Connected with Latham, partners Beatrice Lo and Shing Lo and associate Gabriel Lakeman discuss the path for insurtech to capture a larger market share in 2023, as well as recent regulatory developments that new and seasoned investors in the industry will need to address.   This podcast is provided as a service of Latham & Watkins LLP. Listening to this podcast does not create an attorney client relationship between you and Latham & Watkins LLP, and you should not send confidential information to Latham & Watkins LLP. While we make every effort to assure that the content of this podcast is accurate, comprehensive, and current, we do not warrant or guarantee any of those things and you may not rely on this podcast as a substitute for legal research and/or consulting a qualified attorney. Listening to this podcast is not a substitute for engaging a lawyer to advise on your individual needs. Should you require legal advice on the issues covered in this podcast, please consult a qualified attorney. Under New York's Code of Professional Responsibility, portions of this communication contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Please direct all inquiries regarding the conduct of Latham and Watkins attorneys under New York's Disciplinary Rules to Latham & Watkins LLP, 1271 Avenue of the Americas, New York, NY 10020, Phone: 1.212.906.1200

IIANC Radio
IIABA InsurTech Summit: Aubie & Jason Liu

IIANC Radio

Play Episode Listen Later Mar 8, 2023 25:00


Aubie sits down with Jason Liu, CEO of Zywave, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th.

The Insurance Coffee House
Coffee House Catch Up: 'Active risk mitigation, sweeping the floors and being honest with yourself' - with Shawn Ram, Head of Insurance, Coalition

The Insurance Coffee House

Play Episode Listen Later Mar 7, 2023 33:20


“We have this mantra inside our company, which is ‘We're 1% there'”, says Shawn Ram. “And because our vision continues to expand, we never get 2% there. It breeds a different level of commitment, diligence and vigour.”Coalition's Head of Insurance shares his journey to joining the founding team of the San Francisco-based cyber insurtech and the company's continued drive towards expansion around the globe. He discusses Coalition's approach to data collection and assessing policyholders' vulnerabilities. “We track how often there's vulnerabilities in software, what technology isn't patched appropriately, any lookalike domains or any compromise. It's the same view generally that an adversary would have.”Shawn gives an insight in to Coalition's ‘remote-first' culture, maintaining values as company scales and the opportunities for high-performing talent. “We desire to remain humble, we sweep the floors, we're authentic”, says Shawn. “When you build a new operation where the individuals that are being hired in country have no background, no experience with the Coalition culture, it's critical that you get that right.”He concludes by emphasizing the importance of surrounding yourself with the right people. “Evaluate the mission, evaluate the vision, evaluate the people. And be honest with yourself.”Connect with Shawn on LinkedIn or find out more about opportunities at Coalition.This episode of the Insurance Coffee House Podcast was first published on 27 September 2022Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Raise Money Faster With Data Rooms - Ryan Miller

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Mar 6, 2023 13:02 Transcription Available


Have you ever pitched investors and got them excited only to find out that closing out an investment round into your company took way too long? Well, in this week's episode of Making Billions, I'm going to share with you how to set up a data room. This strategy is used by some of the best founders and fund managers to accelerate due diligence and close investors faster so that you can get well on your way in your pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Just a few minutes of me helping you level up!?![THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

FNO: InsureTech
Ep 210 – Clearcover CEO & Co-Founder, Kyle Nakatsuji

FNO: InsureTech

Play Episode Listen Later Mar 3, 2023 52:41


Kyle Nakatsuji is the CEO and Co-Founder of Clearcover, a next generation insurance company providing smarter car insurance for digital consumers. Since co-founding Clearcover in 2016, Kyle remains laser-focused on his vision to build a company designed to lower operating costs through innovative technology and long-term customer centricity. Join Kyle, Rob, and Lee as they talk about Clearcover, Kyle's history in Clearcover and in venture capital; Kyle's four-pillar approach, startup success, and much more. To learn more about Clearcover, visit https://clearcover.com.

Insurance Town
Dakota Holliman- A young insurance Professional with Big Dreams and Big Work Ethic.

Insurance Town

Play Episode Listen Later Mar 2, 2023 47:21


In this weeks Episode , we continue in our series of Young Insurance Agents from great state of Arkansas. Today we visit with Dakota Holliman of Mcgriff Insurance In Little Rock. We have a great conversation about his journey into this industry, there's guys been exposed to a lot in his illustrious 24 year life, and he has quite a few pearls of wisdom that he drops in this episode. Sit back, relax and check this episode out.SponsorsCoverdeskSmart choiceCanopy connect

The Insurance Coffee House
Coffee House Catch Up: 'Humanising the digital experience' with Bill Conners (CEO) and Woody Klemmer (Head of Growth), ForMotiv

The Insurance Coffee House

Play Episode Listen Later Mar 2, 2023 32:03


"You can't de-risk every decision that you make beforehand. We're always making decisions saying, ‘We know 20% of the information, but it gets us 80% of the way there, so let's go that route'” says Bill. Launched in 2018, ForMotiv operates in the behavioural intelligence space, collecting users' digital behaviour to help insurance carriers drive a better user experience in real time.“The more data we capture, the more expertise we glean, the more it enhances our products and drives value for our clients”, says Bill.CEO, Bill and Head of Growth, Woody Klemmer discuss how new dimensions of data and real-time insights are benefitting clients. With Covid having accelerated many business' roadmaps from 5 years to 18 months, ForMotiv is making the digital experience more human. “Whoever can understand user intent will survive”, says Woody.With 40% of the team coming from an insurance background, the team offers swift upward mobility for resilient and consistent new hires. “It's fun and fast-paced. A company that's looking to double and double again isn't for everyone.”With ambitions to expand in to the UK, Europe and across the globe, the team is looking to build out its platform and expertise."We're trying to find doers, people who've made decisions and taken risks”, explains Bill.Connect with Bill Conners or Woody Klemmer on LinkedIn or find out more about ForMotivThis episode of the Insurance Coffee House Podcast was first published on 13 November 2021 Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

Startup Savants
Disrupting a Legacy Industry with David McFarland of Coterie

Startup Savants

Play Episode Listen Later Mar 1, 2023 45:04


#50: Ethan is joined by founder and CEO David McFarland to chat about his cutting edge business insurance company, Coterie. Coterie is committed to providing high quality insurance policies for small businesses who may not have been approved by other companies. David discusses his impassioned decision to start Coterie, how the company is funded, the importance of making insurance simple for entrepreneurs and more. Coterie Links: https://coterieinsurance.com/https://www.linkedin.com/in/davidmcfarland23/Startup Savant Links:https://startupsavant.com/https://www.instagram.com/startupsavant/https://www.tiktok.com/@startupsavanthttps://www.youtube.com/@StartupSavantPodcast

The Insurance Coffee House
Coffee House Catch Up: 'Missional clarity, pruning the tree and being true to our roots' - with Steve Lekas, Co-Founder & CEO, Branch Insurance

The Insurance Coffee House

Play Episode Listen Later Feb 28, 2023 40:37


“It was no longer my idea, it was our idea and we had a skill set that was complimentary and we could make this happen”, says Steve as he shares the importance of finding a credible tech co-founder. The CEO of the Ohio-based auto and home insurance insurtech describes how the structure of the business is obligated to social good as well as shareholder value and how they use tech to benefit their community of clients. He highlights the growth the business has achieved since its launch in 2018, the challenges of scaling and maintaining cultural values. Steve emphasises the importance of having a clear mission and pruning the tree as well as the value those with insurance industry experience bring. “We like everybody to be challenging the status quo and each other in a positive way, with positive intent.” Steve offers advice to anyone looking to scale an insurance business, and says, “If you've got a clear problem to solve which becomes your mission, you've got the right team and you've got the right capital, I think you'll be off to a great start.”Connect with Steve Lekas on LinkedIn or find out more about Branch.This episode of the Insurance Coffee House Podcast was first published on 18 October 2022Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

Agency Intelligence
Power Producers: The Indietech Experience with Jason Cass

Agency Intelligence

Play Episode Listen Later Feb 27, 2023 50:30


In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Cass, Owner of Agency Intelligence and managing partner at The Insurance Alliance. Jason explains the differences between IndieTech and InsurTech and how the technology can help independent insurance agents. Jason also discusses IndieTech 2023 and how it will be an experience for independent insurance agents and technology like none other. Episode Highlights: Jason explains the difference between IndieTech and InsurTech. (5:02) Jason discusses what excites him about IndieTech and what inspired him to bring together Indietech companies to create an experience for independent agents. (7:29) Jason highlights several things they're doing at IndieTech 2023 to benefit both attendees and vendors. (16:07) David mentions that the technology that integrates with the agency management systems is one of the most important changes he has seen in the last 18 to 24 months. (19:02) David believes that virtual professional companies are a big part of IndieTech because technology makes it possible. (20:53) David explains that we are now at a point where insurance agents may utilize artificial intelligence to create a video quote of themselves with their voice speaking to someone in their native language, even if they originally spoke it with someone in English. (27:54) Jason believes that no matter how great you are, no matter how much you learn a language, people will still butcher it. (33:03)  According to Jason, putting AI within the browser removes the need for APIs and integrations since the AI can accomplish everything the company isn't already set up to do. (37:34) Jason discusses IndieTech 2023 and the programs scheduled from August 29th to August 31st, which will provide an experience for independent insurance brokers and the technology created for them. (42:29) Jason discusses how and where to find out more about the IndieTech 2023 conference and how to register. (44:52) Tweetable Quotes: “90% of the technology that they use is IndieTech. It's not InsurTech. It's a technology that is built specifically for the independent insurance agent, not for the captives, not for the banking industry, for independent insurance agents.” - Jason Cass “I'm trying to create an experience for the attendee, and for the vendor, so that it kind of puts it all together rather than everybody just walking around wondering what they're doing. So that's a couple of things that we're doing differently.” - Jason Cass “Let me tell you this, when you put AI inside the browser, listen to this, this is so important to the listeners…you eliminate the need for APIs and integrations because the AI can do whatever the company is not already set up to do.” - Jason Cass    Resources Mentioned: Jason Cass LinkedIn IndieTech 2023 Agency Intelligence The Insurance Alliance Virtual Intelligence David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

english ai owner producers apis insurtech tweetable quotes jason cass david carothers kyle houck power producers podcast
IIANC Radio
IIABA InsurTech Summit: Aubie & Jackson Cromer

IIANC Radio

Play Episode Listen Later Feb 27, 2023 20:28


Aubie sits down with Jackson Cromer, President of BondExchange, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th. 

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Nimble Gravity - Juicing Exit Multiples with Digital Due Diligence and Sales Conversions

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 27, 2023 27:00 Transcription Available


Have you ever wondered how these massive companies generate world class sales online? Or perhaps your private equity investor that needs special due diligence on potential targets, ecommerce and web funnels? Well, in this week's episode of making billions I bring on my dear friend Matt Ranta. Matt is the head of practice at an E-commerce due diligence firm called nimble gravity join Matt and I as we discuss the key things you can do to unlock massive value in your own ecommerce company or target firms for you private equity carnivores out there. Performing proper due diligence while increasing sales conversion rates are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Matt Ranta is a Partner & Head of practice of Ecommerce and Digital Transformation at Nimble Gravity.  His work helps private equity fund managers to find areas of profit and loss through digital operations.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Power Producers Podcast
The Indietech Experience with Jason Cass

Power Producers Podcast

Play Episode Listen Later Feb 27, 2023 48:45


In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Cass, Owner of Agency Intelligence and managing partner at The Insurance Alliance. Jason explains the differences between IndieTech and InsurTech and how the technology can help independent insurance agents. Jason also discusses IndieTech 2023 and how it will be an experience for independent insurance agents and technology like none other. Episode Highlights: Jason explains the difference between IndieTech and InsurTech. (5:02) Jason discusses what excites him about IndieTech and what inspired him to bring together Indietech companies to create an experience for independent agents. (7:29) Jason highlights several things they're doing at IndieTech 2023 to benefit both attendees and vendors. (16:07) David mentions that the technology that integrates with the agency management systems is one of the most important changes he has seen in the last 18 to 24 months. (19:02) David believes that virtual professional companies are a big part of IndieTech because technology makes it possible. (20:53) David explains that we are now at a point where insurance agents may utilize artificial intelligence to create a video quote of themselves with their voice speaking to someone in their native language, even if they originally spoke it with someone in English. (27:54) Jason believes that no matter how great you are, no matter how much you learn a language, people will still butcher it. (33:03)  According to Jason, putting AI within the browser removes the need for APIs and integrations since the AI can accomplish everything the company isn't already set up to do. (37:34) Jason discusses IndieTech 2023 and the programs scheduled from August 29th to August 31st, which will provide an experience for independent insurance brokers and the technology created for them. (42:29) Jason discusses how and where to find out more about the IndieTech 2023 conference and how to register. (44:52) Tweetable Quotes: “90% of the technology that they use is IndieTech. It's not InsurTech. It's a technology that is built specifically for the independent insurance agent, not for the captives, not for the banking industry, for independent insurance agents.” - Jason Cass “I'm trying to create an experience for the attendee, and for the vendor, so that it kind of puts it all together rather than everybody just walking around wondering what they're doing. So that's a couple of things that we're doing differently.” - Jason Cass “Let me tell you this, when you put AI inside the browser, listen to this, this is so important to the listeners…you eliminate the need for APIs and integrations because the AI can do whatever the company is not already set up to do.” - Jason Cass    Resources Mentioned: Jason Cass LinkedIn IndieTech 2023 Agency Intelligence The Insurance Alliance Virtual Intelligence David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

english ai owner apis insurtech tweetable quotes jason cass david carothers power producers podcast kyle houck
Insurance Monday Podcast
Mitarbeiterbindung durch betriebliche Krankenversicherung?

Insurance Monday Podcast

Play Episode Listen Later Feb 26, 2023 23:58


Der Fachkräftemangel wird immer deutlicher, die Risiken für den Standort Deutschland daraus auch. Die Leistungsfähigkeit und damit die Gesundheit der Belegschaft zu fördern und attraktiv für neue MitarbeiterInnen zu werden, wird für Unternehmen damit immer wichtiger. Früher ein Nischenthema, interessieren sich Unternehmen heute zunehmend für die bKV. Wir möchten deshalb erfahren, welche positiven Effekte Unternehmen durch eine bKV bemerken können.Deshalb sprechen wir mit Martin Fleischer, Vorstand bei den Reise- und Krankenversicherern der Versicherungskammer und Head of New Business Models, über die betriebliche Krankenversicherung. Martin stellt sich und die relevanten Teile der Versicherungskammer vor und erklärt, was eine betriebliche Krankenversicherung eigentlich ist. Außerdem sprechen wir darüber, ob die bKV auch mehr Digitalisierung im Gesundheitswesen ermöglicht und Martin gibt ggf. konkrete Beispiele.Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://insurancemonday.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemonday.de und wir melden uns umgehend bei Dir.Vielen Dank, dass Du unseren Podcast hörst!

FNO: InsureTech
Ep 209 – American Family Ventures Managing Director, Kyle Beatty

FNO: InsureTech

Play Episode Listen Later Feb 24, 2023 58:51


It's always a pleasure to have American Family Ventures (AmFam Ventures) on the show, and this week we bring on Kyle Beatty, Managing Director, to talk his position and experience; perspective and thoughts on venture capital; personal health, insuretech trends, and much more. AmFam Ventures operates at the forefront of insurance, and has developed an ecosystem of limited partners, founders, and innovators, from across all major lines and beyond, to join them in the pursuit of one goal: To shape the future of the industry. To learn more about AmFam Ventures, visit https://www.amfamventures.com. Like what you hear on FNO: InsureTech? Know someone who would be a great guest for the podcast? Let us know: Email us at almoss@alacritysolutions.com.

Insurance Town
Sam Henley- Captive to Indie !

Insurance Town

Play Episode Listen Later Feb 23, 2023 54:01


In this episode, the mayor got a chance to sit down with his good buddy from Arkansas, local independent insurance agent, Sam Henley of Davis and Garrett Insurance!! He and I talk about his journey from 2nd Generation captive insurance agent to Indie!! He shares some good advice he got from His father, and some of the mistakes he has learned from along the way Episode Sponsors :Smart Choice Cover DeskCanopy Connect  

The Insurance Coffee House
Driving down loss ratios and searching for A-player talent - with Kevin Abramson, President, Cover Whale

The Insurance Coffee House

Play Episode Listen Later Feb 21, 2023 33:47


“Many people just begrudgingly pay their insurance. I think fleet owners, especially on the larger size, want to understand what is driving the rate and how they can reduce it”, says Kevin. He shares his career journey – moving from Underwriting roles with Gen Re and Swiss Re to Reinsurance with Willis Re before moving to Tiger Risk (now Howden Tiger) where he led the Specialty Casualty division and insurtech segment. He joined New York-based Cover Whale in 2021. Kevin describes Cover Whale as an MGA focused on the commercial auto space with a core vision of making the world safer. Emphasizing how loss ratios drive everything the business does, Kevin says,“By bringing a proprietary tech enabled platform, we leverage and digest massive amounts of real time data to more accurately price risk and equally as important monitor that risk through a continuous underwriting loop.” He outlines the benefits on offer to agency partners and commercial fleet owners.“The value proposition is you're going to get an instantaneous quote or a declination from us. We do like to avoid the long maybe. Speed sells.”Countering the industry norm of using aggregated data to price for the average driver, Kevin says, “We really want to drive that home to an individual risk basis. The hope is to identify those 10% of the riskiest drivers and either coach them to be better drivers or eliminate them from our portfolio because they are driving the overall cost of insurance in the end.”Kevin shares the value that insurance expertise and technologists bring to the team and gives his thoughts on the road ahead for the insurance industry and Cover Whale. “We're on the offensive. We are searching for A-player talent. This is an organization where you have an opportunity to really grab whatever you can handle. We are moving fast and will push everyone outside their comfort zone.” Kevin concludes by saying, “We're inspired by where the insurance industry is overall. Five years ago, it was disrupt, disrupt, disrupt. We're now trying to find ways of leveraging technology in into the nuances of insurance and do it better and more efficiently.”Connect with Kevin on LinkedIn or find out more about Cover Whale. The Insurance Coffee House Podcast is hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses around the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

The 92 Report
48. Caribou Honig, Founder at Sempervirens

The 92 Report

Play Episode Listen Later Feb 20, 2023 56:46


Will Bachman and Caribou Honig, a member of Harvard and Radcliffe's class of 1992, had a conversation about Caribou's journey since graduating. Caribou graduated from the University of Virginia with a JD MBA and got his first and only real job at Capital One. During his tenure, he met his soon to be wife and had a couple of kids. In 2006, Caribou left Capital One and took a year off to spend time with his family. He then co-founded a boutique venture capital firm and launched a couple of industry tech conferences. Hosting a Successful Conference Caribou was not expecting to be in the conference business, yet he found himself creating an industry tech conference. He began to focus on the subsector insure tech around 2015 and was looking for a good industry conference to attend. He couldn't find one to his liking so he decided to create his own and has since been running the conference successfully.  He explains how he created the world's largest Insurer Tech conference. With a partner, he launched the Insurer Tech Connect conference, which became a large success. Subsequently, they launched Transform, a conference focused on the impact of technology on the workplace. This year, they are launching other conferences such as Prop Tech, Logistics Tech, Food, and Ag Tech. Caribou shared that the process of creation was exciting and interesting for him. They lined up the venue and dates for the conference, which was held at the Las Vegas Convention Center. Tactics for a Successful Conference Caribou talks about how they organized and promoted a successful Insurtech conference in Las Vegas. They booked the Las Vegas Convention Center, set a goal of 600-1000 attendees, and ended up with 1500. They created a one-page PDF to explain the event and sent it to potential attendees and key speakers. They also asked venture capitalists to promote the event and offer discounts to their portfolio companies. In the end, the conference was a success, and it was gratifying to see 1000 people having conversations and networking. He was a VC at a conference that wanted to make it easier for people to meet and double opt-in to meetings. To do this, they created an app where people could see who else was attending, what they were interested in, and describe what they were looking for. In addition, they had flags at tables with numbers so that when people double opted-in to meetings they knew exactly where to meet at what time. However, they had more people than they had tables and flags, so they had to make do with tape on the floor and numbered squares. In the end, the solution worked and people appreciated the simple social engineering. Events for Venture Capitalists Will asks what makes the event great for a VC, and how that could be different from what other stakeholders like an entrepreneur might value. Caribou explains that vendors can be a difficult stakeholder to work with because they often come to events with the intention of making a sale. This does not align with the investor mindset, so vendors can sometimes get frustrated when they are not able to get on stage. The conversation highlights the tension between creating an event that is tailored to the needs of the VC and the needs of other stakeholders. The conversation discusses the post-COVID period, how people are now more eager to attend events, and that people are cutting back on attending certain events. Caribou suggests that certain categories of people, such as entrepreneurs gearing up to fundraise, can benefit from attending such events. Prequalifying People for a Conference Caribou and Will  discuss how to prequalify people for a conference. Caribou explains that they would not prohibit people from buying tickets and attending, as it would be exceptional and bad behavior. However, they need to curate what's on stage, so if a company is uninteresting to them, they won't be onstage. They are open to the idea of companies paying for space in the Expo Hall. Pay-to-play on stage is something they avoid, as it cheapens the quality of the product. The events are all held in Vegas, as it is neutral territory, has great logistics, and it is difficult for people to just pop in and out. This ensures all attendees get the most out of the event. Timestamps: 07:28 Planning a Successful Conference Event  11:46 Leveraging Word of Mouth and Earned Media for Event Promotion  14:11 Designing a Networking Event  15:57 VC Matchmaking at Honig Caribou Conference  19:58 Designing Events for VCs and Other Stakeholders  26:24 Social Engineering Design Insights: Bringing in Name Brand Artists to Increase Attendance  29:11 The Economics of Running a Conference  32:47 Impact of COVID-19 on B2B Trade Marketing and InsureTech Connect Conference  40:05 Prequalifying Attendees and Benefits of Hosting Events in Las Vegas  52:28 Investing in Innovative Companies and Harvard Courses  54:19 Overcoming Challenges in Physics Math Class  Links: Website: sempervirensvc.com  CONTACT INFO: linkedin.com/in/caribou Twitter: @caribou101

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
OENO Investments - 5x Return from Wine & Whiskey Private Equity - Maxwell Nee

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 20, 2023 26:28 Transcription Available


Have you ever wondered how the best companies raise capital?  Ever wish you had that edge that private equity and venture capital investors have been CRAVING. Whether you're an Entrepreneur building your Startup, Private Equity Fund, or Venture Capital Fund, you will have the potential to blow the minds of your investors by providing tax-preferred returns using opportunity zone tax law to its fullest legal extent.  You don't want to miss this show.  In this week's episode of Making Billions, David Sillaman is about to knock your socks off!WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Maxwell Nee is the Managing General Partner of OENO Wine & Whisky Investment Fund. Its an Estimated $100M fund that focuses on building double digit returns in the Wine & Whiskey Investment Space.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

FNO: InsureTech
Ep 208 – 2023 Verisk Elevate Conference – Mike Fulton & Aaron Brunko

FNO: InsureTech

Play Episode Listen Later Feb 20, 2023 42:23


Join Rob and Lee as they talk with Mike Fulton, former President of Property Estimating Solutions at Verisk and the new President of Property Estimating Solutions at Verisk, Aaron Brunko, in our special edition of FNO: InsureTech, recorded live at the 2023 Verisk Elevate Conference in Salt Lake City, Utah. Join Rob and Lee as they discuss the present and past with Mike, as well as the future and what's next for Verisk and their solutions with Aaron. Two great conversations that celebrate Verisk and two conversations you don't want to miss. To learn more about Verisk, visit https://www.verisk.com/. Like what you hear on FNO: InsureTech? Know someone who would be a great guest for the podcast? Let us know: Email us at almoss@alacritysolutions.com.

Agency Freedom
E90: Aaron Farmer On Freedom, Flood & Pets (Part 1)

Agency Freedom

Play Episode Listen Later Feb 17, 2023 49:01


In Part 1 of this two-part episode, James talks with Aaron Farmer, Principal of Top Dog Pet Health Insurance, and President of California Flood Insurance. To learn more about California Flood Insurance, visit https://californiafloodinsurance.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Aaron discusses how he got his start in the insurance industry and shares that he has a soft spot in his heart for farmers. (5:10) James discusses the benefits of an independent agency vs a captive agency. (8:08) Aaron shares that he had a bit of an advantage that most people don't have, and that is that he had gotten into the private flood game and used private flood to write homeowners. (13:56) Aaron believes that most agents nowadays are unconcerned about losses or the failure of a company. (21:18) Aaron explains why it is important for any agent, particularly younger agents, to consider becoming a business owner after they have chosen to stop working as an insurance agent. (25:12) Aaron mentions that one advantage of his farmer's contract was that he could put business outside of farmers if it didn't fit. (32:16) Aaron shares that he just re-entered the contracting market with a live company that does some very fascinating InsurTech-type things with life. (38:16) Aaron explains that life insurance has many challenging issues, but there are many resources and you can bring in experts, if needed. (42:54) Aaron discusses several technologically advanced and inventive projects he's working with. (43:42) Key Quotes:  “I believe you can be successful. It doesn't matter, independent, captive, there are successful people everywhere.” - Aaron Farmer  “I feel like it's our duty as agents, we should be talking to people about life insurance, it's important.” - Aaron Farmer “There are a lot of complex issues that could be solved with life insurance, but someone just needs to tell them. And someone needs to hold their hand. And there are a lot of resources. So you don't even have to be 100% expert, you can just bring the experts in, right?” - Aaron Farmer

Agency Intelligence
Agency Freedom: E90: Aaron Farmer On Freedom, Flood & Pets (Part 1)

Agency Intelligence

Play Episode Listen Later Feb 17, 2023 49:31


In Part 1 of this two-part episode, James talks with Aaron Farmer, Principal of Top Dog Pet Health Insurance, and President of California Flood Insurance. To learn more about California Flood Insurance, visit https://californiafloodinsurance.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Aaron discusses how he got his start in the insurance industry and shares that he has a soft spot in his heart for farmers. (5:10) James discusses the benefits of an independent agency vs a captive agency. (8:08) Aaron shares that he had a bit of an advantage that most people don't have, and that is that he had gotten into the private flood game and used private flood to write homeowners. (13:56) Aaron believes that most agents nowadays are unconcerned about losses or the failure of a company. (21:18) Aaron explains why it is important for any agent, particularly younger agents, to consider becoming a business owner after they have chosen to stop working as an insurance agent. (25:12) Aaron mentions that one advantage of his farmer's contract was that he could put business outside of farmers if it didn't fit. (32:16) Aaron shares that he just re-entered the contracting market with a live company that does some very fascinating InsurTech-type things with life. (38:16) Aaron explains that life insurance has many challenging issues, but there are many resources and you can bring in experts, if needed. (42:54) Aaron discusses several technologically advanced and inventive projects he's working with. (43:42) Key Quotes:  “I believe you can be successful. It doesn't matter, independent, captive, there are successful people everywhere.” - Aaron Farmer  “I feel like it's our duty as agents, we should be talking to people about life insurance, it's important.” - Aaron Farmer “There are a lot of complex issues that could be solved with life insurance, but someone just needs to tell them. And someone needs to hold their hand. And there are a lot of resources. So you don't even have to be 100% expert, you can just bring the experts in, right?” - Aaron Farmer

Insurance Town
Jeff Morrett- Funnin and Gunnin

Insurance Town

Play Episode Listen Later Feb 16, 2023 56:04


In this episode , the Mayor sits down with his new friend Jeff Morrett, if Parsons and Howard Insurance. They have a great Conversation, telling his story of getting in the industry and how he's crushing it 3 years later. He lays out his play book of how he got to where he is already.  Grab your pen and paper, sit back and relax and check out this conversation with Heath and Jeff !! Sponsors : Smart ChoiceCover Desk Canopy Connect 

The Insurance Coffee House
Coffee House Catch Up: 'Building something special from scratch' - with Justin Gress, COO Insurance, Vantage Risk Group

The Insurance Coffee House

Play Episode Listen Later Feb 16, 2023 25:41


“You have to take a step back and do some reflecting. I made the decision I wanted to do something different, which is something you shouldn't take lightly.”Justin shares his insurance career journey from General Electric to joining the Vantage team in 2021. Talking through his transition in to senior leadership positions and the C-suite, Justin explains how it was his time at XL where doors opened and his confidence grew. “I was regularly working on operational planning and there was a desire with senior leadership, to expose me to other business units, other countries and strategic planning.It really gave me an opportunity to spread my wings and develop a reputation. I found that doors started to open.”Justin highlights his biggest achievement and his reaction to being overlooked. He shares how Vantage is adopting technology to exceed its clients' expectations, its impact on talent attraction, and the skills Vantage demands from aspiring leaders. Justin concludes with advice to any executives considering a career move. "Take some time and look around and figure out what you want to do. Really think about what makes you happy, what you want to do long term."Connect with Justin on LinkedIn or find out more about Vantage Risk Companies. This episode of the Insurance Coffee House Podcast was first published on 9 August 2022Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

The Insurance Coffee House
Coffee House Catch Up: 'Blending tech expertise with insurance know how' – with Tim Attia, CEO & Co-Founder, Slice

The Insurance Coffee House

Play Episode Listen Later Feb 14, 2023 39:38


“Insurance companies like to put out perfect products and perfect products take a long time”, says Tim Attia. “But when you put them out they're not perfect.”The Toronto-based CEO talks through his insurance journey to co-founding Slice. Driven by removing as much expense as possible, algorithms outperforming people in terms of underwriting & claims and delivering a better user experience, Slice partners with MGAs and Wholesalers to distribute white labelled or co-branded small business insurance products.Tim talks about the importance of starting with the customer and journeying backwards as well as the team's cultural values. “The whole company is built very distributed. Our decision-making is distributed. We have a big culture of experimentation, what does the end user think, it's not what do we think.”Tim concludes by emphasising the importance of removing silos and layers, explaining “our tech people know insurance and our insurance people know tech. The product is a combination of technology and insurance. There's no separation.”Connect with Tim on LinkedIn or email tim@slice.is or find out more about SliceThis episode of the Insurance Coffee House Podcast was first published on 10 May 2022Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Aloe Entertainment - Exciting World of Hollywood Investing

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 13, 2023 27:15


In this week's episode of Making Billions, I bring on Mary Aloe. Mary is the producer of Aloe Entertainment.  Her work has resulted in some of the most iconic movies in our lifetime. Join Mary and me as we discuss what it took to rise to the top of one of the most cutthroat industries in the world, and how she structures the financing around it. WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Aloe Entertainment is one of Los Angeles' most prolific independent production companies. The Los Angeles-based feature film/television company was created in 1999 by Mary Aloe. Mary Aloe and Aloe Entertainment produce and finance individual pictures and slates of movies. Aloe Entertainment specializes in developing/producing independent features, television series, and network and cable event movies. Mary Aloe and Aloe Entertainment specialize in obtaining 100% financing for features by raising private equity; working with hedge funds, gap financing, top-tier foreign sales companies, and securing domestic distribution. Producer Mary Aloe and Aloe Entertainment, along with her development team, have produced and/or financed 41 films ( a record 22 features in the last 8 years alone) , along with 6 television series. Mary Aloe's vast knowledge of P & A financing was acknowledged, she ran a 50 million dollar P & A for R E backed by Merrill Lynch.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

FNO: InsureTech
Ep 207 – Forrester Principal Analyst, Ellen Carney

FNO: InsureTech

Play Episode Listen Later Feb 13, 2023 55:08


Rob and Lee talk with Ellen Carney, Principal Analyst at Forrester. Ellen serves decision makers in roles such as CIOs and enterprise architects in the insurance and wealth, investment, and asset management industries. Her research focuses on the technology decisions that financial services firms are investing in, including core platforms modernization and replacement and the integration of emerging technologies with legacy systems to drive better digital experiences and improved operational efficiency. Join Rob and Lee as they discuss trends in insuretech, P&C and Life insuretech; 2023 predictions, and more. To learn more about Forrester, visit https://www.forrester.com/bold. Like what you hear on FNO: InsureTech? Know someone who would be a great guest for the podcast? Let us know: Email us at almoss@alacritysolutions.com.

IIANC Radio
IIABA InsurTech Summit: Aubie & Adam Kiefer

IIANC Radio

Play Episode Listen Later Feb 13, 2023 28:31


Aubie sits down with Adam Kiefer, CEO and Co-Founder of Talage Insurance, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th. 

Insurance Monday Podcast
Added Value in der Unfallversicherung: Warum Assistance Leistungen den Unterschied machen!

Insurance Monday Podcast

Play Episode Listen Later Feb 12, 2023 32:49


Added Value in der Unfallversicherung: Warum Assistance Leistungen den Unterschied machen!"Das Thema Assistance-Leistung in der Unfallversicherung ist nicht neu - aber in der Beratung und auch bei Vergleichern teilweise noch nicht ausreichend im Fokus. Assistance Leistungen sind ein Paradebeispiel für die Erlebbarkeit von Versicherungen!“ (Marcus Stephan)Was sind eigentlich Assistance-Leistungen und welche Rolle spielen diese im Kontext der Unfallversicherung? Warum sind Assistance-Leistungen in der Beratung und im Vergleich wichtig und wie wird das Thema heute schon adressiert? Welche konkreten Beispiele für positive Kundenerlebnisse gibt es? Welche Anknüpfungspunkte rund um Assistance-Leistungen gibt es zu digitalen Ökosystemen und was bedarf es dafür?In dieser Episode sprechen wir mit Marcus Stephan über die Potenziale der Unfallversicherung, die Erlebbarkeit von Versicherungen und die Anknüpfungspunkte in der digitalen Welt. Unfallversicherung mit Assistance-Leistungen - alter Hut oder wichtiger als je zuvor?Unsere Gäste: Marcus StephanCo-Host: Julius KretzCo-Host: Dominik BadarneCo-Host: Herbert Jansky Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://insurancemonday.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemonday.de und wir melden uns umgehend bei Dir.Vielen Dank, dass Du unseren Podcast hörst!

Agency Nation Radio - Insurance Marketing, Sales and Technology
InsurTech Summit: On the Banks of the Savannah River: Demystifying Insurtech (and Fighting the Wind)

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Feb 11, 2023 24:36


Live from the patio of the Big “I” InsurTech Summit! Listen as insurtech and IA channel leaders share their insights on agency technology adoption with hosts Chip Bacciocco and Chris Cline.

live fighting wind summit banks ia demystifying insurtech savannah river chris cline chip bacciocco
Paul's Security Weekly TV
Insurtechs, Sumo Logic & R7 Go Private, Cyren Closes, Darktrace Shorted, &NSA Hiring! - ESW #305

Paul's Security Weekly TV

Play Episode Listen Later Feb 10, 2023 59:01


In the Enterprise News: Whether you want insurtechs or not, they're here and you're getting them! Don't worry - we'll explain what insurtechs are. Two potential deals to take security companies private: Sumo Logic and Rapid 7! Looks like 32 year old security company Cyren is shutting down, hoping for an asset sale. They've already laid off all their employees. Big drama: a firm shorts Darktrace and releases a scathing report. We've got yet more more layoffs this week, but don't fret - the NSA is hiring! For our squirrel stories, we'll be deciding between three stories: codebreakers solve 500 year old ciphers, the real cost of meetings visualized, and sushi terrorists! All that and more, on this episode of Enterprise Security Weekly.   Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw305

The Voices of Risk Management
Insurtech Is in High Demand Because the People Need the Innovation With Tanner Hackett

The Voices of Risk Management

Play Episode Listen Later Feb 10, 2023 41:15


Tanner Hackett is the CEO of Counterpart, a management and professional liability insurance company. As a relatively new insurance nerd, Tanner is fascinated by this industry despite only being in this space for about three years. Through his work in Southeast Asia, Tanner is bringing some of the concepts he's learned overseas and applying them back on U.S. soil. Find out more about Tanner and the work he's doing in Insurtech in this week's episode.   Key Takeaways: A little bit about Tanner and his company, Counterpart. As a serial entrepreneur, this is the most interesting company Tanner has started. There is so much to learn about insurance and it affects all aspects of our lives. Nobody really wants to talk about the vital importance of insurance. If you ever go into bankruptcy, insurance can help protect your personal assets. What is social inflation vs. legal system abuse? When it comes to liability claims, where is the money really going? It's going to the lawyers, not the people. What are Tanner's thoughts on pursuing a higher level of education? Business owners are often thinking in quarters, not two to three years out from now. This makes it difficult sometimes to justify the ROI on HR software. Nine out of 10 insurers are looking at how they can buy risk mitigation services on top of their insurance. Insurers have the ability to offer preventive measures to their clients and lessen the risk burden of their clients. How did Tanner go from New York to living in Malaysia to start a company? Insurance is really hard to do and build. There are so many institutions to consider, but the work Tanner did in Asia was eye-opening. Insurance is so nuanced and specific that it is critical to have a robust software program that can handle the subtle differences that insurance has to offer. People want more options, they want things faster, and they want things cheaper. This philosophy is only going to grow in intensity over the next coming years. Can we all just get rid of certificates of insurance already?   Mentioned in This Episode: Yourcounterpart.com Tanner on LinkedIn    

The Insurance Coffee House
Coffee House Catch Up: 'Maintaining a beginner's mind' - with Sean Harper, Co-founder & CEO, Kin Insurance

The Insurance Coffee House

Play Episode Listen Later Feb 9, 2023 33:44


"We really take it seriously that the person with the most information is making the decision, so we don't have a whole lot of ‘Oh let me go ask my boss'", says Sean. The self-confessed nerd and entrepreneur shares how his background as a management consultant exposed him to a lot of business problems and gain the confidence in solving them.Sean talks through his journey of co-founding Kin, a fully-licensed home insurance technology company that provides affordable coverage to homeowners in catastrophe-prone regions.Headquartered in Chicago, he shares the core values that Kin offers its growing team and emphasises that the hard things are where the value is created. “We give people an opportunity to practise their craft”Sean encourages us to maintain a ‘beginner's mind'. “Take nothing for granted, think about every problem from a blank sheet of paper.”Connect with Sean on LinkedIn or find out more about KinThis episode of the Insurance Coffee House Podcast was first published on 5 October 2021Podcast hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses across the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com or connect on LinkedInCopyright Insurance Search 2023 – All Rights Reserved.

Becker’s Healthcare Podcast
Jakob Emerson, Insurance Editor at Becker's Healthcare

Becker’s Healthcare Podcast

Play Episode Listen Later Feb 8, 2023 10:34


This episode features Jakob Emerson, Insurance Editor at Becker's Healthcare. Here, he discusses ‘Insurtechs' or health insurance startups & why it's so hard for them to have success in the insurance market.

Agency Nation Radio - Insurance Marketing, Sales and Technology
Part 3 of 3 InsurTech Summit: The Cyber Age

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Feb 8, 2023 23:59


On the final edition of the three-part series from the Big “I” InsurTech Summit, Chris Cline, executive director of Agents Council for Technology, and Bill Haber, co-founder TEKRiSQ talk about the cyber age. Cyber is the new cost of doing business and agency owners need to be more proactive in their approach to data security—creating policies and having staff and services in place to prevent breaches. With the ramp-up of email, EFT fraud, and phishing, it's also important for owners to become more resilient as well. Tune in for a future-focused talk on cyber. Rember to check out Parts 1 and 2 from the InsurTech Summit.

technology summit cyber eft insurtech rember cyber age chris cline agents council
Agency Nation Radio - Insurance Marketing, Sales and Technology
Part 2 of 3 InsurTech Summit: The Future of the AMS

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Feb 8, 2023 22:16


Join Chris Cline, executive director of Agents Council for Technology, and Jason Lui the CEO of Zywave on the water's edge of Savannah, Georgia at the Big “I” InsurTech Summit. Dive into one of an agency's biggest technology spends—the agency management system. But, are agencies getting the most out of their investment? Probably not. Together the insurance technology leaders talk about spending less on AMS to free up more for agencies to spend on agency growth. Is that the future? Speaking of what's on the horizon….what are Jason's thoughts on the future of digital quoting, data, AI, segmentation, and more. Remember to check into episodes parts 1 and 3 from the InsurTech Summit.

Agency Nation Radio - Insurance Marketing, Sales and Technology
Part 1 of 3 InsurTech Summit: Tech Trends Defined

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Feb 8, 2023 20:04


The Big “I” recently hosted an InsurTech Summit with TrustedChoice.com. Chris Cline, Agents Council for Technology, executive director, talks to Lou Moran III, Big “I" InsurTech Task Force chair, principal of Inter-Agency Insurance Services in Knoxville, and Jason Walker, president of Agency Revolution kick off the three-part series. The insurance leaders play a quick round of word association, in their own words, defining key terms in the insurance technology. See where your understanding of data, APIs, and marketing stands up to these leaders! And the future? You'll hear a bit about that too! Remember to tune into parts 2 and 3, episodes 408 and 409!

Insurance Monday Podcast
InsurLab Germany präsentiert die InsurTech Studie!

Insurance Monday Podcast

Play Episode Listen Later Feb 7, 2023 37:24


10 Jahre InsurTech Studie. Wir schauen rein, wo wir in Deutschland stehen. Zudem besprechen wir mit der bald neuen Geschäftsführerin Anna Kessler, die den Staffelstab quasi in der Folge von Sebastian Pitzler übergeben bekommt.Wir haben in der Folge nicht nur ein Thema sondern sprechen mit der Geschäftsführung von InsurLab Germany über die neuen Studie „10 Years of InsurTech in Germany“.  Wie ist der Stand des deutschen InsurTech-Ökosystems im Vergleich zu anderen europäischen Ländern? Zudem sprechen wir über den Wechsel in der Geschäftsführung bei InsurLab Germany und natürlich über unsere neue Partnerschaft. InsurLab Germany und Insurance Monday: die neue Liebe der Versicherungsbranche. Außerdem wollen wir wissen, was die Inhalte des Kick Offs 2023 vom InsurLab waren.Hört rein, denn es ist der Beginn einer spannenden Reihe mit unterschiedlichen Gästen.Unser Gäste: Anna Kessler & Sebastian PitzlerCo-Host: Dominik BadarneCo-Host: Herbert Jansky Co-Host: Julius KretzFolge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://insurancemonday.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemonday.de und wir melden uns umgehend bei Dir.Vielen Dank, dass Du unseren Podcast hörst!

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Eazy OZ Opportunity Zones - Investors Making Billions From This Tax Loophole

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 6, 2023 42:36 Transcription Available


Have you ever wondered how the best companies raise capital?  Ever wish you had that edge that private equity and venture capital investors have been CRAVING. Whether you're an Entrepreneur building your Startup, Private Equity Fund, or Venture Capital Fund, you will have the potential to blow the minds of your investors by providing tax-preferred returns using opportunity zone tax law to its fullest legal extent.  You don't want to miss this show.  In this week's episode of Making Billions, David Sillaman is about to knock your socks off!WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: David Sillaman is the founder of Eazy OZ funds.  He is a national expert on opportunity zones.  His work dispels the myth that this is only for real estate.  Opportunity zones work with private equity funds, venture capital funds, real estate investments and more. By leveraging David's teachings, you too can be well on your way in Making Billions.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

FNO: InsureTech
Ep 206 – Demotech President and Co-Founder, Joseph Petrelli

FNO: InsureTech

Play Episode Listen Later Feb 6, 2023 57:57


Join Rob and Lee as they talk with Joseph "Joe" Petrelli, President and Co-founder of Demotech on this episode of FNO: Insuretech you don't want to miss. Demotech leverages information to help assign an informed Financial Stability Rating® (FSR). FSRs help level the playing field for financially stable insurers and are based upon a series of quantitative ratios and certain qualitative factors. The rating process provides an objective baseline for assessing solvency based upon changes in financial stability, as presented in an insurer's balance sheet over time. Joe's insight and innovation have resulted in many firsts within the industry, including a model for assigning FSRs based on balance sheet strength and financial integrity, the development and utilization of a Management Audit Process well in advance of today's emphasis on “enterprise risk management,” an ongoing analysis to evaluate assigned FSRs relative to insurer survival rates, and the development of a procedure to review and rate start-up insurance companies. Join Rob and Lee as they talk about ratings, Demotech's services, their Faith-Based Sharing ReviewTM, Joe's experience, and more. To learn more about Demotech, visit https://www.demotech.com.

Agency Intelligence
Agency Freedom: E88: Shefi Ben-Hutta On Making Your Mark

Agency Intelligence

Play Episode Listen Later Feb 3, 2023 66:35


In this episode, James talks with Shefi Ben-Hutta, Founder of Coverager. To learn more about Coverager, visit https://coverager.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Shefi shares her background story and experience in the insurance industry. (3:32) Shefi discusses her experiences as an insurance professional in Israel. (5:58) Sheffi explains how Israel's insurance industry deals with terrorism and why she migrated to America. (16:26) Shefi mentions that working for a startup company that sold technology software to independent agents brought her to the United States. (20:07) Shefi discusses how she made the choice to leave the carrier side and focus her career on Coverager. (25:16) Shefi shares what led her to start Coverager, an online newsletter and database that creates and curates coverage on the most pressing topics relevant to the insurance industry. (31:54) Shefi mentions that Coverager has a lot of automated technologies, which allows them to be a small team while still being integrated and aware of what everyone is doing. (40:32) Shefi mentions that when individuals start businesses, they need to pay attention to how they grow, who they market to, and how they acquire their audience. (42:29) Shefi explains that InsurTech is a mindset and embedded insurance is a strategy. (46:45) Shefi discusses advocating for the independent agent channel to better use embedded as a distribution category and conduct activities in the embedded space inside an independent agency office. (53:53) Key Quotes: “I found my meaning with Coverager because I find my meaning with being able to influence what people think and what they do. And it really feels like we're at the center of InsurTech. And there's so much innovation around us.” - Shefi Ben-Hutta “You have to do what others are not doing. In insurance, it's pay to play. ” - Shefi Ben-Hutta “It doesn't matter what you do once in a while. It matters what you do every day.” - Shefi Ben-Hutta

Insurance Town
Ariel Rivera- Talking Automations, Education, Virtual Assistants and everything else

Insurance Town

Play Episode Listen Later Feb 2, 2023 62:53


In this episode the Mayor sits down with his good friend Ariel the Merman Rivera , of Deer Insurance and Fun Insurance Solutions to talk about technology, and how to have a successful agency no matter the size of your agency.  They talk Automations, AMS, CRM. Lots of passion lots of excitement in this episode. There is also a Challenge thrown down at the end....Sit back relax and enjoy this episode with Ariel Rivera. Episode Sponsors Canopy ConnectSmart ChoiceCover Desk