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Profiles in Risk

Updated 10 days ago

Business
Careers
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Join insurance nerds Carly, Nick and Tony as they discuss insurance careers, insurtech startups and current events in the insurance industry in their fresh and unique style. This is not your grandpa's insurance industry!

Read more

Join insurance nerds Carly, Nick and Tony as they discuss insurance careers, insurtech startups and current events in the insurance industry in their fresh and unique style. This is not your grandpa's insurance industry!

iTunes Ratings

32 Ratings
Average Ratings
29
3
0
0
0

Pick Up Some Ins Knowledge!

By 8fluidoz - Aug 02 2019
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Saw Gregory P. Jacobson reference this podcast to stay current. So true. Keep on the good work!

Thank you

By Skeater 557 - Jul 31 2019
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Young man entering the industry.

iTunes Ratings

32 Ratings
Average Ratings
29
3
0
0
0

Pick Up Some Ins Knowledge!

By 8fluidoz - Aug 02 2019
Read more
Saw Gregory P. Jacobson reference this podcast to stay current. So true. Keep on the good work!

Thank you

By Skeater 557 - Jul 31 2019
Read more
Young man entering the industry.
Cover image of Profiles in Risk

Profiles in Risk

Latest release on Apr 08, 2020

Read more

Join insurance nerds Carly, Nick and Tony as they discuss insurance careers, insurtech startups and current events in the insurance industry in their fresh and unique style. This is not your grandpa's insurance industry!

Rank #1: E73 - Bill Wilson on His New Book: When Words Collide-Resolving Insurance Coverage and Claims Disputes

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This is a special episode of Profiles in Risk. The audio for this episode is derived from a video webcam recording we did with Bill Wilson to announce the release of his new book When Words Collide-Resolving Insurance Coverage and Claims Disputes. If you want to watch the Carly, Tony and myself discuss the book in video format, follow this link to our YouTube channel (and subscribe while you are there!)

When Words Collide is the culmination of 30 years of Bill's work. Bill is a sought-after policy interpreter and is the go-to person when there is a claims dispute. Bill outlines the steps he takes in order to analyze the situation and when coverage is or is not offered by the policy. It is essential reading for agents, brokers, underwriters, adjusters, litigators and product developers., Basically anyone who touches a policy and needs to understand the nuance behind the complicated language often structured within a policy.

When Words Collide can be ordered here: https://shop.insnerds.com/product/when-words-collide/

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout
RSS

HOW TO CONNECT WITH:
LinkedIn
Twitter
Email

MENTIONED IN THE PODCAST:
John Eubank
RTFP - Read The F- Policy
Kevin Grudzien's podcast on BI accounting and Insurance CSI
Oxford Comma Claim

BOOKS: 
How to Draft and Interpret Insurance Policies by Kenneth Wollner and Richard Scislowski and W. Jeffrey Woodward
General Liability Insurance Coverage by Randy Maniloff

Apr 18 2018

49mins

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Rank #2: PiR - E169: All About Captive Insurance Companies With Aaron Gordon of Gordon Insurance Services

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"No left turns! No reverse!"

Risk management is all about being proactive in the management of risk. Rather than being a victim, risk management allows companies (and individuals) the opportunity to engage, learn and implement strategies that reduce injuries, losses and ultimately the expenses associated with those, including insurance costs.

In this episode of Profiles in Risk, I spoke with Aaron Gordon about captives. Captives are a decades-old strategy for companies to take proactive control of their risk management. It is the company putting their money where their mouth is when it comes to their risk and exposure. We talked about which companies should form captives, why, what exposures can be placed into the captive and what it takes operationally to set one up and maintain.

CONNECT WITH AARON GORDON:
LinkedIn -
https://www.linkedin.com/in/aarongordon/
Twitter -
https://twitter.com/nyriskadvisor
Gordon Companies Homepage -
https://gordoncompanies.com/

MENTIONED IN THIS EPISODE:
Delaware Captive Insurance Association -
https://www.delawarecaptive.org



BOOKS RECOMMENDED BY AARON:
Insuring Tomorrow by Insurance Nerds -
https://amzn.to/2Y1f6XV
The End of Insurance As We Know It by Rob Galbraith -
https://amzn.to/2YdquUZ
How to Sell When Nobody's Buying by David Lakhani -
https://amzn.to/2JS1Dgh
Powerful Personal Brands by Ben Baker -
https://amzn.to/2XY702o


SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Jul 20 2019

49mins

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Rank #3: E88 - The Captive Insurance Market With Van Carlson, CEO of Strategic Risk Alternatives

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This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

I've been enamored with captive insurance for most of my insurance career. The ability of insureds to get tax benefits for self-insuring exposure solves a lot of problems when they are unable to 1. acquire insurance for their exposure (dangerous product or industry) or 2. are unable to acquire insurance at a reasonable premium (hard market or misunderstood exposure). In this episode, I discuss all things captive with Van Carlson of Strategic Risk Alternatives

CONNECT WITH VAN CARLSON:
LinkedIn: https://www.linkedin.com/in/vancarlson/
Strategic Risk Alternatives Homepage: https://goo.gl/v7pSKU

MENTIONED IN THIS EPISODE:
831b Tax Code For Captives: https://goo.gl/vPYee2
1986 Tax Reform Act That Allowed Captives: https://www.irs.gov/pub/irs-tege/eotopicn97.pdf

BOOKS RECOMMENDED BY VAN:
The E-Myth by Michael Gerber: https://amzn.to/2y0uITR
The Rainmaker by John Grisham: https://amzn.to/2LBoKef

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi

YouTube: https://goo.gl/1Turar


Jun 11 2018

50mins

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Rank #4: E150: Hartford Insurtech Hub 2019 Spring Cohort

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On this episode, Carey Anne Nadeau interviews the insurtech startups participating in the Spring 2019 Hartford Insurtech Hub accelerator, powered by Startup Bootcamp. Contact information for the startups are listed below & each will participate in a demo day on April 26, 2019. To attend, RSVP here (https://www.eventbrite.com/e/demo-day-2019-amplify-tickets-57415845339/amp)

0:47 | Panya Chheng, Co-Founder & CO, Medyear. Visit: www.medyear.com or email: panya@medyear.com & follow on social media: LinkedIn or Twitter.

9:40 | Jay Pugliese, Co-Founder, CareValidate. Visit: carevalidate.com or email: jay@carevalidate.com & follow on social media: LinkedIn or Twitter.

18:40 | Matt Kay, COO & Co-Founder, Talem Health Analytics.  Visit: talemhealthanalytics.com or email: matt@talemhealthanalytics.com & follow on social media: LinkedIn or Twitter.

26:22 | Frederico Capello, COO & CFO, Co-Founder, See Your Box. Visit: seeyourbox.com or email: fcapello@seeyourbox.com & follow on social media: LinkedIn or Twitter.

36:29 | Gilberto Spencer, CEO, Co-Founder, Claimspace. Visit: claimspace.io or email: gilberto@claimspace.io & follow on social media: LinkedIn or Twitter.

46:20 | Matthew Elan Smith, Co-Founder, Pineapple. Visit: pineapple.co.za or email: matthew@pineapple.co.za & follow on social media: LinkedIn, Twitter, or Instagram.

55:42 | Abraham Ventura, CEO, Pitch Gauge. Visit: pitchgauge.com or email: aventura@pitchgauge.com & follow on social media: LinkedIn, Twitter, or Instagram.

1:01:28 | Charlie Robinson, CCO, handdii. Visit: www.handdii.com or email: charlie@handdii.com & follow on LinkedIn.

1:15:43 | Ori Blumenthal, Co-Founder & CTO, Skywatch. Visit: www.skywatch.ai or email: oriblumenthal@skywatch.ai & follow on social media: LinkedIn or Twitter.

1:22:31 | Anant Tailor, Chief Commercial Officer, Dream Payments. Visit: https://www.dreampayments.ca/ or email: anant.tailor@dreampayments.com and follow on Social media: LinkedIn

Apr 02 2019

1hr 30mins

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Rank #5: E60 - Trent Cooksley: Head of Open Innovation at Markel Corp

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In this episode of Profiles in Risk, I speak with Trent Cooksley who is the head of open innovation at Markel Corp. Markel is a large insuance company, with a global presence, and Trent is in charge of exploring new technologies and innovation.

We discuss the insurtech scene, how Trent filters the large (and ever growing) list of new technologies and companies. Trent also goes into how startups can be being successful ("take the bull by the horns") and how important it is for startups to find an internal corporate champion and how to sell their ideas.


CONNECT WITH TRENT COOKSLEY:
LinkedIn


DISCUSSED IN THIS EPISODE:
The similarities of an insurance company to an electric utility
"
Don't boil the ocean"
"Learn how to sell"
"Find a champion"

Feb 18 2018

1hr 2mins

Play

Rank #6: PP - An Interview with Wade Milward - Millennial Commercial Brokers perspective

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In this episode we get a unique perspective from someone who brings in a unique and refreshing ideas for opportunities leveraging emerging technologies within Commercial Broker segment

Feb 05 2020

30mins

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Rank #7: E100 - Developing Agency Excellence with David Siekman of Agency Performance Partners

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This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

THIS IS OUR 100th EPISODE!!!

In this episode of Profiles in Risk, I spoke with David Siekman of Agency Performance Partners. You might remember Agency Performance Partners when I interviewed Kelly Donahue-Piro in episode 88 of Profiles in Risk. Listen as David and I discuss the sort of deep planning, coaching and consulting that goes on that allows Agency Performance Partners to lift the results of an agency's customer experience, renewal rates & new business sales. As David describes it, the entire process is about shifting the culture to a results-oriented focus for the agency owners and staff.

CONNECT WITH DAVID SIEKMAN:
LinkedIn: https://www.linkedin.com/in/davidsiekman/
Agency Performance Partners Homepage: https://www.agencyperformancepartners.com/

MENTIONED IN THIS EPISODE:
The Red Queen by Matt Ridley: https://amzn.to/2K1gnIz
HubSpot: https://www.hubspot.com/
Insightly: https://www.insightly.com/
Proposify: https://www.proposify.com/
Docusign: https://www.docusign.com/
e-Signatures: https://esignatures.com/

BOOKS RECOMMENDED BY DAVID:
They Ask You Answer by Marcus Sheridan: https://amzn.to/2llYPw0

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar 

Aug 01 2018

48mins

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Rank #8: E65 - David Milton, CEO of TelaClaims: The Only Good Claims is a Closed Claim

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David Milton is the founder and CEO of TelaClaims, based in Florida. In this episode we discussed the tech advancement of claims from an old paper based system to a modern tech based function. The mission of TelaClaims is to get claims closed properly as fast as possible. According to David, the only good claim is a closed claim and we discussed why that is. We also talked about what technologies are now being used in the claims adjustment process. We closed the conversation on the TelaClaims work culture and he offers free yoga and judo to his employees on the job site!


HOW TO CONNECT WITH DAVID MILTON:
LinkedIn

TelaClaims HomePage

MENTIONED IN THE PODCAST:
Licensing Course (LMS Course)

BOOKS:
Delivering Happiness by Tony Hsieh (founder of Zappos)
Insuring Tomorrow by Tony Canas and Carly Burnham

Mar 19 2018

41mins

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Rank #9: Episode 18 - Ilya Bodner Founder of Bold Penguin

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Show Notes:

Ilya Bodner: https://www.linkedin.com/in/ilyabodner/

Bold Penguin: http://boldpenguin.com/

#InsuranceSafari

Jun 25 2017

52mins

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Rank #10: GolfCour.se Ep 4: Insurance evolves quickly (with Paul Tetrault, Insurance Library)

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I’ve invited Paul Tetrault to join me on the golf Course, Paul is the Executive Director of the Insurance Library, a hidden gem of information, resources and knowledge about the evolution of insurance products and new innovations, spanning back 132 years. 

You can find more information about the Insurance Library at insurancelibrary.org

Jun 27 2019

24mins

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Rank #11: E55: Prof. Mike Hubbel of Temple University's Risk Management Program

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Mike Hubbel is a professor of Risk Management within Temple University's Fox School of Business. The program is often rated as one of the top undergrad/grad risk management & insurance programs in the US. We have written in the past, why a degree program is so valuable and in this episode Mike & I go into some detail about why. Mike, like Zach Finn of Butler University, started his career in insurance and then moved into academia. This is important in that Mike can truly teach real world problems to his students and also prepare them for what they will face day-to-day when they graduate. We discuss the trade-offs of getting a degree versus a designation and the other benefits of learning insurance and risk management from a university.

Jan 15 2018

52mins

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Rank #12: E133: Mark Habersack, Director of Risk Management for MGM Casinos

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When it comes to Risk Management, insurance plays a small part of the day to day art of managing corporate risk, especially for a Vegas casino. In this episode, I spoke with Mark Habersack, Director of Risk Management for MGM Casinos about Risk Management and all of the wild and zany stuff that keeps him up at night. 

CONNECT WITH MARK HABERSACK:
https://www.linkedin.com/in/mark-habersack-8867924/

MENTIONED IN THIS EPISODE:
RIMS:
https://www.linkedin.com/in/mark-habersack-8867924/
Hillsdale College:
https://www.hillsdale.edu/
Deidre Wright:
https://www.linkedin.com/in/deidrewright/

BOOKS RECOMMENDED BY MARK:
Start With Why by Simon Sinek:
https://amzn.to/2MCfHew
Leaders Eat Last by Simon Sinek:
https://amzn.to/2MzmOo9
Raving Fans by Ken Blanchard:
https://amzn.to/2WnINTu
Jack Welch and The GE Way by Robert Slater:
https://amzn.to/2WpCuyH
The World is Flat by Thomas Friedman:
https://amzn.to/2WqbSxV
Who Moved My Cheese by Spencer Johnson:
https://amzn.to/2SgExpW
Fish Sticks/ Fish Tales by Stephen Lundin:
https://amzn.to/2Wqc1RZ

SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Jan 27 2019

59mins

Play

Rank #13: E123 - Insurance Innovation With Slice Labs

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 In this episode of Profiles in Risk, I spoke with Valerie Geogantas and Ernest Hursh of Slice Labs. Slice is one of the original "insurtechs". Well known for its on-demand coverage for home & ride sharing, Slice has continued to evolve. Slice Insurance Cloud Services helps, carriers, program admins & MGAs get products to market faster, digitally. 

CONNECT WITH:
Valerie Georgantas -
https://www.linkedin.com/in/valeriegeorgantas/
Ernest Hursh - 
https://www.linkedin.com/in/ernesthursh/
Slice Labs -
https://slice.is/

MENTIONED IN THIS EPISODE:
HubSpot -
https://www.hubspot.com/

BOOKS RECOMMENDED BY:
Valerie - Books by Malcolm Gladwell:
https://amzn.to/2P6Ayqk
Ernest - Digital @ Scale:
https://amzn.to/2DWFOf0
               Foreign Affairs:
https://amzn.to/2DY0JxY
               The Republic by Which For Stands: 
https://amzn.to/2r2Pv2K

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Nov 26 2018

55mins

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Rank #14: Get Ready with Tony Steuer with Guest, Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry.

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Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however, there are lots of different ways to do that, you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your insurance mission statement ” Nick Lamparelli

In this episode of Get Ready!, I spoke with Nick Lamparelli, Partner, Blogger and Podcaster with Insurance Nerds and Chief Underwriting Officer of reThought Insurance about the value of building an online community for the Insurance Industry. We also discussed how millennials are changing the insurance industry. Also covered is the impact for reThought Insurance of being a tech-centric MGA.

Connect with Nick Lamparelli:
LinkedIn: Nick Lamparelli (www.linkedin.com/in/nicklamparelli/)
Websites: Insurance Nerds (www.insnerds.com)
reThought Insurance (www.rethoughtinsurance.com)

Please subscribe to the GET READY! With Tony Steuer podcast. 

Jan 04 2020

52mins

Play

Rank #15: E122 - The Data is Coming, The Data is Coming, with Carey Anne Nadeau of Open Data Nation

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In this episode of Profiles in Risk, you can meet Carey Anne Nadeau, who will be a guest host of Profiles in Risk indefinitely. We talked about the overwhelming amount of municipal data being captured, ODN's mission for that data and how the insurance ecosystem can use that data and insight. Big Data has come to insurance, the data has arrived!

CONNECT WITH CAREY ANNE NADEAU:
LinkedIn -
https://www.linkedin.com/in/carey-anne-nadeau-9a15a37/
ODN -
https://www.odnsure.com/

MENTIONED:
Rush (Greatest band of all time?) -
https://amzn.to/2ToM7MU

BOOKS RECOMMENDED BY CAREY ANNE:
The Economy of Cities by Jane Jacobs -
https://amzn.to/2DKNrov

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Nov 19 2018

1hr 2mins

Play

Rank #16: In$urtech Rap!

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WORLD PREMIERE MUSIC VIDEO from hot new artist C-Gold-Ru$h!

May 08 2019

3mins

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Rank #17: E89 - Randy Schwantz, Author, Sales Trainer & Creator of The Wedge

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This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com

My first experience with Randy Schwantz was at the first agency I worked at. All the corner office producers had The Wedge in their bookcases. In fact, in every successful agency I ever worked at had a copy of The Wedge. Coincidence? Nope.

Randy Schwantz is considered one of the best insurance production trainers. The Wedge production system focuses on the biggest problem for producers...regardless of your product or service, most insurance buyers already have a relationship with an agent/broker and are much more likely than not to be satisfied. The Wedge is a process to "wedge" your way into that relationship so that you can better sell your solutions. We discuss this and a lot more in this episode of Profiles in Risk.

CONNECT WITH RANDY SCHWANTZ:
LinkedIn: https://www.linkedin.com/in/randyschwantz/
Home Page: http://thewedge.net/

MENTIONED IN THIS EPISODE:
All Books Written by Randy Schwantz: https://amzn.to/2JAKURg
Article on Bill Belichick from ESPN: https://goo.gl/ciQq1Z
BOR - Broker of Record Letter: https://www.investopedia.com/terms/b/broker-of-record.asp
S&L Crisis (Keating): https://en.wikipedia.org/wiki/Savings_and_loan_crisis

BOOKS RECOMMENDED BY RANDY:
Storytelling Made Easy by Michael Hauge: https://amzn.to/2MoHhM9
Unlimited Power by Anthony Robbins: https://amzn.to/2Mp67eE

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Stitcher: https://goo.gl/DmE7Mi

YouTube: https://goo.gl/1Turar


Jun 14 2018

46mins

Play

Rank #18: Profiles in Risk - Episode 22: Contractors in Corporate Culture with Allied Restoration

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In Episode 22, Carly and Nick speak with OP Alamaraz and Tim Bauer of Allied Restoration. What was expected to be a conversation entirely about claims contracting and restoration turned into a nearly hour long discussion about the importance of corporate culture. Both OP and Tim have an incredible story to tell and their passion for both their work and self-improvement will be obvious to anyone who listens.

OP turned tragedy into an infectious mission to do good in the world...
and Tim shed nearly 250 pounds
The inspiration and motivation they provide to Allied and others is a lesson for any corporate leader in any industry.

Enjoy
SHOW NOTES

Allied Restoration home page: http://www.alliedrestore.com/

Tim Bauer's LinkedIn Profile: https://www.linkedin.com/in/tiniertim/
Tim's website: http://tiniertim.com/
‘Skin Tight': Tim Sheds Tears of Joy Over Pending Plastic Surgery (Exclusive Video):
http://www.thewrap.com/skin-tight-tlc-tim-bauer-228-pounds-surgery/
Tim's email" tim@alliedrestoration.com

OP Almaraz's LinkedIn Profile: https://www.linkedin.com/in/opalmaraz/
marketing videos: http://www.randrmagonline.com/authors/2026-o-p-almaraz
OP's email: op@alliedrestoration.com

The Ritz Carlton Daily Lineup Call: https://www.fastcompany.com/35474/ritz-puts-stand-meetings

Core Story - "Dream Clients" : http://insurancenewsnetmagazine.com/article/how-to-get-more-dream-clients-in-2016-3026#.WWtwldPytUQ

Tversky & Kahneman: http://www.newyorker.com/books/page-turner/the-two-friends-who-changed-how-we-think-about-how-we-think http://www.vanityfair.com/news/2016/11/decision-science-daniel-kahneman-amos-tversky

Moneyball scene referenced in the Podcast (the expert syndrome): https://www.youtube.com/watch?v=pWgyy_rlmag

Rank The Risk:
https://www.floridamuseum.ufl.edu/fish/isaf/what-are-odds/risks-comparison/risk-death/ https://www.floridamuseum.ufl.edu/fish/isaf/what-are-odds/risks-comparison/sand-holes/

Jul 16 2017

53mins

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Rank #19: E77 - Ashley Fitzsimmons - On Being The Beyonce of Insurance & Doing Deals in Heels (Sponsored by IA Path)

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This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to iapath.com

Recently I had the pleasure to spend a Saturday morning speaking with Ashley Fitzsimmons. I invited her on because I have been following her on LinkedIn and Twitter and her enthusiasm and motivation for her work stand out. She is the self-professed Beyonce of insurance and in this episode, we talked about her initial career, the trade-offs with working in the family business, millennial stuff and of course, since she's in productions, sales stuff. Performers like Ashley are the future of this business. 

CONNECT WITH ASHLEY FITZSIMMONS:
LinkedIn
Twitter

BOOKS:
Eat That Frog by Brian Tracy
You Are A Badass by Jen Sincero
Insuring Tomorrow by Tony Canas & Carly Burnham
The Power of Moments by Chip Heath & Dan Heath

Subscribe at:
Stitcher
iTunes
Google Play
YouTube
Buzzsprout
RSS

May 06 2018

48mins

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Rank #20: E117 - Carl Van: Inspiring & Educating People To Improve Themselves

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 In this episode of Profiles in Risk, I spoke with Carl Van who has led the International Insurance Institute for over 20 years. Carl has teaching in his blood and his mission is to inspire people to improve themselves.

CONNECT WITH CARL VAN:
LinkedIn:
https://www.linkedin.com/in/carlvan/
Email:
carlvan@insuranceinstitute.com
Phone: 504-393-4570
Home Page:
http://www.insuranceinstitute.com/

BOOKS RECOMMENDED BY CARL:
The Psychology of Achievement by Brian Tracy:
https://amzn.to/2CZwk2b

SUBSCRIBE AT:
Buzzsprout RSS: https://goo.gl/5K4X3Q
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar

Oct 21 2018

38mins

Play

PIR - Ep 188 - Interview with Cole Winans, CEO of Flyreel about Insurtech AI

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Great discussion with Cole Winans about Flyreel and how AI can be used to better engage insurance customers in every part of the insurance process.

Cole Winans: https://www.linkedin.com/in/colewinans/

Flyreel: https://www.flyreel.co/

Apr 08 2020

49mins

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Purple Punderings - Ep 8 - Interview with Sean Harper, CEO of Kin

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In this episode Sean Harper CEO of Kin shares his insights about how and why they are passionate about emerging technologies to create a different experience for customers and their journey from being Insuretech to MGA to carrier.

Apr 06 2020

29mins

Play

PIR Ep 187 - The Urgent Need for PRIA - Pandemic Risk Insurance Act for Coronavirus in 2020 and Beyond

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Interview with Prof. Zach Finn of Butler University about PRIA - The Pandemic Risk Insurance Act that we desperately need. Incredibly interesting episode!

Prof. Zach Finn: https://www.linkedin.com/in/zachary-finn-msm-arm-ains-b235095/

Mar 30 2020

44mins

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PIR 186 - How to manage remote teams in insurance with Rita Willliams-Bogar

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Rita Williams-Bogar: https://www.linkedin.com/in/ritawilliamsbogar/

Resources:
HBR.org has a daily email that you should be getting! (it's free)
Learn to use a tool like Slack
Doodle for setting meetings.
Shared sites? (Microsoft Teams, etc)

Contact info:
Email: Strategies@personaldevelopmentsolutionsllc.com
LinkedIn: Rita Williams-Bogar
Text: 201-404-7960.

Mar 26 2020

41mins

Play

PIR 185 - Ben Baker - How to retain employees through leadership

Mar 23 2020

45mins

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PIR Ep 184 - Interview with Cyrena-Marie Arnold - VP Customer Success at Athenium Analytics

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Mar 17 2020

51mins

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Get Ready with Sam Renick: It’s Never Too Early for Financial Education - Ep 15

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“The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it.  It’s an important idea that anyone can take action on.” - Sam Renick


In this episode, I spoke with Sam X. Renick, founder of the “It’s a Habit!” Company and co-creator of Sammy Rabbit   about the importance of financial literacy. We discussed how advisors and companies can be be active in promoting financial literacy. We also discussed the importance of financial literacy for children and how to talk with children about money.


Connect with Sam Renick:


Website: Sam Renick (here) and Sammy Rabbit (here)

LinkedIn: Sam Renick (here)

Twitter: @SammyRabbit1


Please subscribe to the GET READY! With Tony Steuer podcast. 


Bio: 



Sam Renick is an internationally recognized leader and pioneer in financial literacy. In 2001, Sam founded the “It’s a Habit!” Company and co-created children's storybook character Sammy Rabbit to make it easy for anyone to talk to and teach young children about great money habits!  Since then Sam has produced one of the largest libraries in the world of financial literacy resources. It includes stories and songs like Sammy’s Big Dream, Get in the Habit, S.A.V.E. Rainy Day, Lemonade Stand, Anyone Can Be Rich, Show Your Family the Way and more. Sam has also received numerous awards for his innovative work including National Financial Educators Council Financial Educator of the Year (2016), NJ Coalition for Financial Education Lifetime Achievement Award (2015), Excellence in Financial Literacy Education Program.

Mar 15 2020

50mins

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PIR Ep 183 - What's next for Diversity & Inclusion (D&I)?

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Margaret Resce Milkint, Amy Waninger, Deidre Wright and Joshua Lamangan discuss D&I.

Mar 11 2020

52mins

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PIR Ep 182 - Travis Hedge Co-Founder at Vouch Insurance

Mar 08 2020

33mins

Play

Jim Daggett, Executive Director of Insurance Technology Assoc on The Annual Event ITA Live

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In this episode, Nick and Jim spoke about the history of ITA and ITA's 6 annual big event ITA Live. We also discussed the partnership between ITA and Insurance Nerds.

Meet Jim and The Insurance Nerds - ITA LIVE at http://www.itapro.org/ITALIVE
April 5-7 in Ft Lauderdale FL

subscribe to ITA Pro Magazine for free at http://www.itapro.org/mr

Feb 26 2020

30mins

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A Brief Interview with Mike Hessling, CEO of Gallagher Bassett.

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A Brief Interview with Mike Hessling, CEO of Gallagher Bassett. Mike will be participating in the 2020 Claims and Litigation Management Annual Event in Dallas, TX from March 18-20.

Event Info Here: https://www.theclm.org/Event/ShowEventDescription/11972
Connect with Mike Hessling - https://www.linkedin.com/in/mike-hessling-6809516/

Feb 22 2020

11mins

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Purple Ponderings with Pankaj – E6: Pankaj Interviews Guy Russ of Church Mutual

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(we apologize for the audio interference in this recording.)
In this episode, Guy Russ shares his perspective on IoT use case that Church Mutual has benefited from.

Connect with Guy Russ – https://www.linkedin.com/in/guyruss/
Book recommended by Guy – Thinking, Fast and Slow by Daniel Kahneman: https://amzn.to/2v1Ki0N

Feb 19 2020

22mins

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Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)

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On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead. Sheryl Brown

In this episode, I spoke with Sheryl Brown, Founder of Females and Finance about starting a movement for women in financial services. We also discussed Sheryl’s work as an advocate for women. Lastly, we covered how women can be successful in the financial services industry.

Please subscribe to the GET READY! With Tony Steuer podcast.

Feb 16 2020

45mins

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PiR - E181: Collecting The Insurance User Experience with Meredith Kokas & Mike Crowe of Cleasurance

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Recorded onsite at Cleasurance's No. Andover, MA home office (Nick is sitting on a bean bag chair...pretty insurtechy), this episode is about capturing user experiences from the interaction of buyers, policyholders, claimants and other stakeholders to the insurance experience. Mike Crowe and Meredith Kokas describe why Cleasurance started, what they do, how they do it and why it creates a rich and robust data set for stakeholders in insurance to understand whether we are satisfying our potential and actual customers.

*********************************************************************************************
CONNECT WITH:
Mike Crowe - https://www.linkedin.com/in/mkc211/
Meredith Kokas - https://www.linkedin.com/in/meredithkokos/
Cleasurance Home Page - https://clearsurance.com/

*********************************************************************************************
BOOKS RECOMMENDED BY MEREDITH & MIKE:
Mastering the Rockefeller Habits by Verne Harnish - https://amzn.to/37xhBpQ
Good to Great by Jim Collins - https://amzn.to/2vCIqvD
The Undoing Project by Michael Lewis - https://amzn.to/2vGbWQR
Scaling Up by Verne Harnish - https://amzn.to/2SRf4kP
The Originals by Adam Grant - https://amzn.to/3bLAHMq
Books on Testing & Optimization - https://amzn.to/3bJP4Av

*********************************************************************************************
Subscribe to Profiles in Risk at:
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Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar

Feb 16 2020

29mins

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A Brief Interview with Steve Hunckler, CCO State Compensation Fund

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This is a brief interview with Steve Hunckler, CCO State Compensation Fund. Steve will receive the Lifetime Achievement Award at the Claims and Litigation Management 2020 Annual Conference, which is being held March 18-20 in Dallas, TX. You can register for the event here: https://www.theclm.org/Event/ShowEventDescription/11972

Connect with Steve: https://www.linkedin.com/in/stephen-steve-hunckler-49942a7/

Feb 13 2020

17mins

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Amy Waninger Interviews Dr. Mark Tarmann Jr. (E1 See It To Be It - Special)

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In a new series to Insurance Nerds, Amy Waninger interviews insurance professionals in various roles and functions so you can See It To Be It!

In this first episode, Amy interviews Dr. Mark J. Tarmann Jr. DBA, CPCU, ARM, AIC, AIS, AINS, API. The innovator behind #LaisseznotLazy, a dynamic speaker, researcher, and author dedicated to millennial employee development, retention, & leadership succession in the industry. With 13 years of industry experience, he has served various roles including his current positions as the PIP claim analyst for the Cumberland Insurance Group in
Bridgeton, NJ.

Connect with Dr. Mark Tarmann Jr.: https://www.linkedin.com/in/marktarmannjr/

Feb 09 2020

42mins

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PP - An Interview with Wade Milward - Millennial Commercial Brokers perspective

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In this episode we get a unique perspective from someone who brings in a unique and refreshing ideas for opportunities leveraging emerging technologies within Commercial Broker segment

Feb 05 2020

30mins

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Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible

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Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving - I couldn’t have said it better myself.President Barack Obama recognizing Sheryl during a 2015 speech”.

We have to know who are resources are and how to tap in to them, know what kind of tools and strategies that we could get into. And how to find these people. Sheryl Garrett. 

In this episode, Tony Steuer spoke with Sheryl Garrett, Founder of the Garrett Planning Network about being a trailblazer in the financial planning industry and building a network of fee-based financial planners. We also discussed Sheryl’s work as an advocate for the an authentic fiduciary standard and higher standards of care. Lastly, wee covered the unique challenges and opportunities for women in the financial services industry. 

Please subscribe to the GET READY! With Tony Steuer podcast,

Bio: 

Sheryl Garrett is the founder of Garrett Planning Network and has been dubbed "The All-American Planner," because of her zealous mission to "help make competent, objective financial advice accessible to all people." Sheryl is Consistently recognized as one of the most influential people in financial planning. Sheryl has also been honored to work with the House Subcommittee on Financial Services regarding predatory lending regulation and has testified before Congress on financial literacy and Social Security reform. In addition, Sheryl has authored, co-authored or served as a technical editor on over a dozen books and several magazine columns. These books include Garrett’s Guide to Financial Planning, Just Give Me the Answer$, Money Without Matrimony, Personal Finance Workbook For Dummies, A Family’s Guide to the Military For Dummies and Investing in an Uncertain Economy For Dummies.

Feb 01 2020

1hr 3mins

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PiR 180 - Charles Alexander on How Explainer Videos Can Improve Your Business

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You may have seen an "explainer video". Here is one:

https://youtu.be/dtGhGxkqGUc

I once downloaded software to create my own explainer video, from which I created JUST ONE before I decided I would look to outsource going forward. Why? As much as I like them, it was harder and more time consuming than I thought.

In this episode, I discuss Explainer Videos with someone who specializes in them, Charles Alexander. We discuss not only what an explainer video is, but actually how to make one and why it makes sense to outsource it...as I did.

CONNECT WITH CHARLES:
LinkedIn - https://www.linkedin.com/in/yourcharlesalexander/
Homepage - http://www.yourcharlesalexander.com/

BOOKS RECOMMENDED BY CHARLES:
Psycho-Cybernetics by Maxwell Maltz -  https://amzn.to/37uiuQL
Deep Work by Cal Newport - https://amzn.to/37snipU
Compound Effect by Darren Handy - https://amzn.to/37snipU
The Power of Habit by Charles Duhigg - https://amzn.to/2sTa32i
Books by Seth Godin - https://amzn.to/2GjPFuv

********************************************************************************************* 

Subscribe to Profiles in Risk at:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar

Jan 25 2020

35mins

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Get Ready! with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)

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It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something.” -Kerry Hannon

A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you - you’re not saving for retirement, you’re saving for life.” - Kerry Hannon

In this episode of Get Ready!, I spoke with Kerry Hannon, Author, Speaker and Career Strategist about mid-life career transitions. We also discussed Kerry’s “She Leads Workshops”, that facilitates women having conversations with other women to raise awareness of issues and challenges they face in securing, protecting and growing their wealth. Lastly, we covered Kerry’s advocacy work and testimony to Congress on older workers and the changing workscape, as well as the importance of women taking charge of their own financial planning.

Connect with Kerry Hannon:
LinkedIn: Kerry Hannon - https://www.linkedin.com/in/kerryhannon/
Website: https://kerryhannon.com/

Subscribe to Get Ready! with Tony Steuer:
Google Play - http://bit.ly/35oGBi5
iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083
YouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR
Spotify - https://open.spotify.com/show/4R8kE65GnCIeGr9WsxnsTm
Buzzsprout - http://www.buzzsprout.com/530449


Bio: Kerry Hannon is a nationally recognized strategist on career transitions, entrepreneurship, personal finance and retirement. She is a frequent keynote speaker,  and TV and radio commentator. Kerry is the author of 13 books, including Never Too Old To Get Rich: The Entrepreneurs Guide To Starting a Business Mid-Life, Great Jobs for Everyone 50+, Money Confidence, Getting the Job You Want After 50 and Love Your Job: The New Rules for Career Happiness. She is an expert columnist and regular contributor to The New York Times, PBS website Next Avenue.org, Forbes and MarketWatch. 

Jan 19 2020

38mins

Play

iTunes Ratings

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Pick Up Some Ins Knowledge!

By 8fluidoz - Aug 02 2019
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Saw Gregory P. Jacobson reference this podcast to stay current. So true. Keep on the good work!

Thank you

By Skeater 557 - Jul 31 2019
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Young man entering the industry.