Apple Podcasts Rate and Review for SpotOn Alan Ringvald is the CEO at Relativity6, a company that offers accurate and fast industry classification through automated 6-digit NAICS codes and company checks. They also provide services that let businesses predict customer behavior accurately. Before founding Relativity6, Alan founded 3 other companies and was also part of Google’s partnerships team focused on monetization and implementation. Alan has extensive knowledge of digital marketing,...

Brett Ashley McKenzie is the Senior Communications Manager at Foresight Commercial Insurance, the first InsurTech company specializing in commercial coverage with a focus on the middle market. Before signing with Foresight in 2021, Brett worked for John Kerry during his presidential run in 2004, as a contributing blogger to The Huffington Post, and managed Zurich North America’s Marketing, Social Media, and Media Relations. Brett is also the host of the High Tea with Monsters, Rebel Scum, and...

Rudi Steyn is the Chief Technology Officer (CTO) at CoTé Software & Solutions, a tech company that offers management SaaS solutions for all industries. Their main office is in Australia, but they also have offices in the US and Singapore. As CTO, Rudi sets the roadmap for its various services and assists in its Digital Customer Experience strategies. Rudi also endorses the latest service for agencies called AGENCYMATE. AGENCYMATE is a platform that serves as a virtual extension of an...

Megan North is the Vice President of the AmWINS Group, the country’s largest distributor of specialty insurance products and services. With the current rise of cybercrimes and cybersecurity risks, Megan specializes in analyzing and providing cybersecurity solutions tailored to your organization's needs. She earned her MBA at the University of Mississippi and is a Registered Professional Liability Underwriter. Megan joins us to share the insurance solutions AmWINS provides for all things...

Apple Podcasts Rate and Review for SpotOn Ian Schnoor is the President & Founder of the Financial Modeling Institute. FMI provides products and services to financial modelers, but they’re mostly known for administering three levels of financial modeling certifications. With over 20 years of experience in the financial industry, Ian specializes in financial modeling, valuation, and asset management, among other skills. Ian is also a certified Advanced Financial Modeler, a Chartered...

Apple Podcasts Rate and Review for SpotOn Jonathan Matus is the Founder & CEO of Zendrive, an auto insurance company that integrates data analytics and AI, providing insurance solutions towards a future where driving and phone use are ubiquitous. He holds over 35 patents and contributed to today's Android and the Facebook mobile app. As the leader of an Insurtech company, Jonathan specializes in team building, human-centered design, and machine learning. Jonathan joins us to share how...

Apple Podcasts Rate and Review for SpotOn Natassia Matin is the Founder and CEO of Digital Talent Sherpas, a recruiting firm that helps insurance companies find the right talent for their current and long-term goals. They have a pool of commercial wholesale insurance brokers, account executives, brokerages, and inside brokers. Natassia is also the company’s Talent Sherpa, responsible for streamlining systems focused on talent acquisition. Natassia joins us to discuss how their company...

Apple Podcasts Rate and Review for SpotOn Luis Pino is the CEO & Founder at Agentero, a company that seeks to empower independent insurance agents with their intelligent and intuitive insurance ecosystem and tools. Luis founded Agentero with the intent of supercharging agents with technology, instead of having it replace them. Before founding Agentero, Luis was part of CoverWallet, a company that allows businesses to obtain commercial insurance quickly.  Luis joins us to describe...

Apple Podcasts Rate and Review for SpotOn Judith Pila is an insurance expert, insurance blog writer, and the founder of Insure Africa. Insure Africa is a Nigerian company driving insurance inclusion through literacy, education and awareness across Africa. As the founder, Judith is in charge of leading the company’s strategic plans and their insurtech integration and innovation. Judith is also one of the contributing experts for Insuranceopedia, one of the largest resources for insurance...

Apple Podcasts Rate and Review for SpotOn Jane Wang is the CEO of Optimity, an insurtech company that aims to enrich its clients’ health and wealth knowledge through evidence-based behavioral science and gamification. The Optimity app uses micro-learning quizzes that make learning a fun and engaging experience. With over 17 years of professional experience, Jane is an expert in research and data analysis, particularly in the healthcare and pharmaceuticals industry.  Jane joins us to discuss...

Apple Podcasts Rate and Review for SpotOn Timothy Partasevitch is the Chief Growth Officer at SMART IT, a custom software and web development company in Minsk, Belarus. The company provides highly customized services tailored for every client, including application development and product engineering services. Timothy is also an expert in digital marketing, providing strategies and consulting for clients in various industries, including InsurTech.  Timothy joins us to discuss what SMART IT...

Apple Podcasts Rate and Review for SpotOn Aaron Mikulsky is the CEO of Love 2 Lead Consulting Services, a business that supports industry leaders in being more effective in their roles while having a more fulfilling career. He is the author of the book L.O.V.E. 2 Lead: A Journey of Self-Reflection, Significance, and Servant Leadership, where he writes about servant leadership and why it’s the only authentic leadership. Aaron also serves as one of the Board of Directors of the HOPE Matters...

Apple Podcasts Rate and Review for SpotOn SOI252 - Client Retention Starts with Claims Experience John Bachmann is the Vice President of Client Relations at Norwood Insurance Agency, a full-service independent insurance agency serving individuals, families, and businesses since 1868. John’s role as Vice President is to ensure clients and their respective adjusters are adequately protected and served. He is also the author of the recently published book Successful Adjuster's Playbook: The...

Apple Podcasts Rate and Review for SpotOn Rahim Rajpar is the CMO & Co-Founder of Plum Life, a company that provides insurance advisors with an innovative platform fitted with tools and other resources to simplify the process of selling insurance. The platform seamlessly integrates everything involved in a transaction, from quoting to application to issue. Plum Life was born in the middle of the COVID-19 pandemic, capitalizing on the accelerated surge of digital services and online...

Apple Podcasts Rate and Review for SpotOn Henry Daas is a Personal Finance Coach, Realtor, and Serial Entrepreneur. He is the author of the book FQ: Financial Intelligence, where he writes about every aspect of managing your personal finances and shares over 40 years of investing and spending wisdom. As a finance coach, Henry teaches clients to have more confidence in investing, the best practices for wealth management, and how to avoid the common mistakes people make when managing their...

Apple Podcasts Rate and Review for SpotOn Michael Mensch is the President of Agency Brokerage Consultants, an experienced consulting firm that provides service to those looking to acquire or sell insurance agencies across the United States. Their services include agency market valuations, M&A consulting, and agency sale brokerage. Michael has aided in over 200 M&A transactions and over 1,200 valuations of insurance agencies and brokerages across the United States. He is an active...

Matt Essick is the Chief Marketing Officer at Ensight, a tech company that offers SaaS-based sales acceleration solutions that allow the selling of annuities and insurance to be more profitable, more straightforward, and visually appealing. Matt joins us to explain what Ensight's services, and what sets them apart. He discusses how industries can further improve their marketing to attract the average consumer and youth into becoming interested in and pursuing a career in insurance.

Brad Ruben is the President of Archway Computer, an IT service provider that explicitly markets to insurance agencies. They offer services that streamline and automate your agency’s everyday tasks and provide solutions against cybersecurity threats. Brad joins us today to discuss how his passion for computer programming began and the role of IT in various mergers & acquisitions transactions. He describes the common pitfalls of agencies regarding cybersecurity.

Deborah “Deb” Smallwood is the Founder and Senior Partner at Strategy Meets Action (SMA), a ReSourcePro company. SMA is a strategic advisory business. Deb joins us to discuss how the pandemic exposed every industry's digital weaknesses and the investments companies should make for 2022. She describes how the Great Resignation affects various industries and how we can improve the way insurance jobs are marketed to young people.

Rob Stansbury is the Director of Sales at KPA, a company that provides solutions that help identify, fix, and reduce workplace safety and compliance issues. His responsibilities as Director include helping insurance brokers grow and retain their insured base by addressing workplace risks, lowering number of incidents, and reducing costs. Rob joins us to discuss workplace safety, the new technologies available, and the cost of acquiring a new client.

Jim Schubert is the CEO of Southern States Insurance, an independent insurance agency serving those in the Georgia and Florida region. He is the host of the Agents Growth Academy podcast. Jim joins us to discuss his entrepreneurial spirit and why he started Agents Growth Academy. He explains the complexities behind acquisitions and culture, the five critical components of every organization, and the significance of upholding your company’s core values at all times.

Tim Metzner is the Co-Founder and Chief Strategy Officer of Coterie, a company that promises to help insurance agents quote and issue policies in minutes. They have a tech-based approach to business insurance that utilizes data-driven automation which helps provide accurate and affordable coverage without the hassle. Tim joins us to discuss how entrepreneurship can be a force for good and why he believes we will coexist with technology instead of technology replacing humanity.

Bill Conners is the CEO of ForMotiv, a company that provides tools capable of delivering real-time user intent scoring by analyzing a customer’s digital behavior when they engage with online applications and forms. Woody Klemmer is ForMotiv's Head of Growth and is responsible for being on top of the company’s growth strategies.  Bill and Woody join us to share how ForMotiv can give companies an edge with data gathered from a user’s ‘digital body language.’

Sanjeev Kumar Chaudhry is the Founder & CEO of Gigaforce, a company that provides a SaaS-based platform focused on expediting subrogation, salvage processing, and recovery for insurance. Kevin May is the company’s Chief Strategy Officer, responsible for providing innovative solutions to existing processes. Sanjeev and Kevin join us to discuss what a distributed ledger platform is (DLT) and how blockchain technology can revitalize the way the industry transacts with clients.

Stephen Bennett is the Co-Founder of The Demex Group, a company that has built an ecosystem that integrates cash flow modeling and weather data to protect businesses from long-term risks brought about by climate change. He describes himself as a meteorologist who applies his knowledge to optimize business practices. Stephen joins us to discuss how climate change is a risk for various businesses and how The DEMEX Group can help protect these businesses.