Tony chats with Andrew Suesserman, Chief Revenue Officer at Affinity Advisors, a digital insurance platform, where retail brokers, wholesaler brokers, and associations who work with a lot of small and middle market businesses can use the platform to very quickly rate, quote and bind various types of insurance including: Cyber, D&O, EPLI, and other miscellaneous coverages. Andrew Suesserman: https://www.linkedin.com/in/andrew-suesserman/ Affinity Advisors:...

Tony chats with Cory Schmidt, CTO & Co-Founder at AgencyBloc, an agency management system for Life and Health agencies. Started in 2008 out of the need for an AMS for Life and Health MGAs with a heavy focus on wholesaling. It has now grown into an all-encompassing wholesale and retail AMS. Cory Schmidt: https://www.linkedin.com/in/coryschmidt/ AgencyBloc: https://www.agencybloc.com/ Video Version: https://youtu.be/aqyLBmqLGsw

Tony chats with Vamsi Danturti about his career from India to the US, from Deloitte to Capgemini to SalesForce, and more. Great conversation about the IT side of insurance to the business side. Lots of great advice on this episode! Vamsi Danturti: https://www.linkedin.com/in/vamsidanturti/ Video Version: https://youtu.be/iqxJGingPhQ

Tony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons in a fascinating insurance career. Kerry Macca: https://www.linkedin.com/in/kerrymacca/ Video Version: https://youtu.be/40Yc47f9lyA

Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th. Tanya Coburn: https://www.linkedin.com/in/tanyacoburn/ Amplify Broker TechFest: https://www.trufla.com/amplify/ Video Version: https://youtu.be/3uByysnPpYc

Tony chats with Raghav Tanna, Co-Founder and CEO at Tarmika. This is Raghav's first podcast appearance since the Applied acquisition. Tarmika is a small commercial rating platform designed to be an agency-facing tool that gets you multiple quotes from multiple carriers. Built over the course of five years before being acquired by Applied. Tarmika's goal is to save agency Account Managers a ton of time. A wonderful conversation about Tarmika, Raghav's career, and Epic. Raghav Tanna:...

Tony chats with Jackson Fregeau, Co-Founder and CEO at Quandri. They are an automated and intelligence platform that helps agencies make better decisions and better revenue. Jackson Fregeau: https://www.linkedin.com/in/jackson-fregeau-073737158/ Quandri: https://www.quandri.io/ Video Version: https://youtu.be/wJpCSBrdgtU

Tony chats with Jay Menna, CEO and Founder at Underwriters Technologies. They are an online rate and issue platform for specialty programs that runs over 100 specialty programs over the last 20 years. There are 477 steps in the life of an insurance policy. Their software can configure all 477 steps. Very interesting conversation about the specialty side! Jay Menna: https://www.linkedin.com/in/jaymenna/ Underwiter Technologies: https://www.undtec.com/ Video Version: https://youtu.be/gbGdpsrhsX8

In this ridiculously fun and high-energy episode Tony chats with Dr. Claire Muselman, Behavioral Scientist | Dynamic Keynote Speaker | Influential Professor | COO | Inspiring Author | Empowering Leadership Coach, and so much more. Quite simply, don't miss this one! Dr. Claire: https://www.linkedin.com/in/glitterandsparkles/ Dr. Claire's ridic awesome website: https://www.drclairemuselman.com/ Video version: https://youtu.be/tanctO5UWNI

Tony chats with Daniel Metcalf, Co-Founder and President at CyberFin. They offer cyber security as a service providing all-in-one cyber security to insurance agents AND their customers. If you've been having trouble getting your clients cyber coverage (or need to lower their premiums) CyberFin is the answer! Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf/ CyberFin: https://cyberfin.net/ Video Version: https://youtu.be/r2TnXGCBEtI

Tony chats with incredible rockstar Waleed Zayid, an incredible rockstar that went from the sales call center at Geico to a Director in the same companies in record breaking time. Waleed's story is incredible and we spent almost an hour discussing lots of advice for young insurance professionals. This is a must watch episode! Waleed Sayid: https://www.linkedin.com/in/waleed-zayid/ Video Version: https://youtu.be/mpUWPMpcDuo Sirva SoundbitesExplores the latest trends and topics on global...

Tony chats Skip Gilleland, Director of Product Development at DisburseCloud. They make payments as simply as sending an email to the received and let them choose which of many, many ways to actually get paid. Your claimants can even choose to get their claims payment TODAY at any CVS or Walmart. Skip Gilleland: https://www.linkedin.com/in/skipgilleland/ DisburseCloud: https://www.tranzpay.io/ Video Version: https://youtu.be/vhuai-S13qI

Tony chats with Aaron Ammar, Co-Founder and CEO at Briteside. They help independent agents and brokers by taking any insurance document, upload it into Briteside, and quite literally talk to it! What are the limits of my policy? Do you have a summary for me? Ask it potential claims scenario. Compare two policies side by side. This is AMAZING! Don't miss this one! Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022/ Briteside: https://www.brightsideai.com/ Video Version:...

Tony chats with Jane Wang, Co-Founder and CEO at Optimity. They exist to help people live healthier and longer. A holistic approach to physical health, mental health, and financial wellness. Their platform has codified 30 years of behavior science and created a lot of ways to help people proactively improve all these important things. Jane Wang: https://www.linkedin.com/in/janejwang/ Optimity: https://www.myoptimity.com/ Video Version: https://youtu.be/Hm_y348PaMw

Tony chats with Jeremy Keating, Co-Founder and Director at The Price Writer, a General Insurance (P&C) pricing services company. They work with leaders in GI pricing to solve their problems using The Price Writer 9 Step Method. A very interesting conversation about insurance pricing and the future of pricing. Jeremy Keating: https://www.linkedin.com/in/jeremy-keating/ The Price Writer: https://www.thepricewriter.com/ Video Version: https://youtu.be/K9Wnp-MnVEs

Tony chats with Megan Thomas, Owner at The Social Coverage Collective, a done-for-you social media option for insurance agents to help them stand out online and be the go-to agent in their space. Megan Thomas: https://www.linkedin.com/in/meganethomas/ The Social Coverage Collective: https://www.socialcoveragecollective.com/

Tony chats with Jane Vevea about her career from life insurance to insurtech. Lots of lessons and advice for young insurance pros! Jane Vevea: https://www.linkedin.com/in/jane-vevea-clu/ Video Version: https://youtu.be/DIcOUG7DUlc Business Beyond Borders: Impactful Insights for AccountantsEmpowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights!Listen on: Apple Podcasts   Spotify

Tony chats with Connor Thomson, generational speaker for the CPCU class of 2023 and law student. We chat about why insurance, and especially claims is an awesome career, and why he did CPCU and chose to go to law school. Connor Thomson: https://www.linkedin.com/in/sam-michaels-7aa350172 Video Version: https://youtu.be/_LgBvM7nALc Business Beyond Borders: Impactful Insights for AccountantsEmpowering Accountants: Explore Trends, Strategies, Global Staffing & Impactful Insights!Listen on:...

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now also do automated communications, websites, web chat, text messaging, and so much more. Torey Maerz: https://www.linkedin.com/in/toreym/ ClientCircle: https://www.clientcircle.com/ Prior appearance...

Charles Morgan, Co-Founder at ScreeCred. They are working to create additional pathways for marginalized communities to gain access to credit, by tracking and reporting their auto insurance premium. People of color pay roughly 70% to 80% more for auto insurance premiums due to their credit scores. Reporting proper payment of premium and having it positively affect credit scores could be huge difference maker for marginalized communities. Charles Morgan:...

Tony chats with Raution Jaiswal, CEO at InsuredMine. They are an insurance specific CRM marketing automation platform designed for independent insurance agencies. It helps agencies manage their entire customer journey from capturing the lead, nurture those leads, push it through the sales funnel,  quote, bind, and sync it with your AMS. It also helps with onboarding, servicing, renewal, and even win back on clients lost during the process. Raution Jaiswal:...

Tony chats with Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence. They specialize in helping small service businesses find the shortest path to profits from wherever they are right now. Ruth Danielson: https://www.linkedin.com/in/ruthdanielson/ Mulberry Street Market Intelligence: https://www.msmarketintel.com/ Video Version: https://youtu.be/mC0W53Ye2qg Business Beyond Borders: Impactful Insights for AccountantsEmpowering Accountants: Explore Trends, Strategies,...

Tony chats with Mike Eagan, Executive Director at The Independence Hub, a non-profit that helps neurodivergent adults in the insurance industry through awareness, jobs, and advocacy. 20% of the population is neurodiverse. There are areas of insurance that can really benefit from better engaging neurodiverse populations who, with only slight accommodations, can become incredible performers. Mike Eagan: https://www.linkedin.com/in/mike-eagan-2636647/ The Independence Hub:...

Recorded live at ITC 2023, I chat with Tim Hardcastle, CEO and Co-Founder at Instanda. First he interviews me, then we chat about Instanda, and then I do a little magic for him. For a deeper dive into Instanda they also appeared on PIR Ep. 269: https://www.youtube.com/watch?v=0FbFH1rts-c Video Version: https://youtu.be/iSJVkxEQMRg