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Profiles in Risk

Updated about 18 hours ago

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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

31 Ratings
Average Ratings
28
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
Read more
Young man entering the industry.

iTunes Ratings

31 Ratings
Average Ratings
28
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 Feb 26, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail about 18 hours ago

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

Play

Rank #2: 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 #3: 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 #4: 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

Play

Rank #5: 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 #6: 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

Play

Rank #7: 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 #8: 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 #9: E108 - Discussing the Experience Mod and Workers Comp with Scott Knowles, CEO of Modgic

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This episode is sponsored by Insurance Nerds Day Go to https://insurancenerdsday.com

Insurance is a wide and vast ecosystem. We take things for granted. When I was told there was a tech company handling experience modification factors for workers compensation, my first instinct was why? I thought this was a government/regulatory function. As with many of my assumptions, I was wrong. In this episode, I spoke with Scott Knowles of Modgic. Modgic allows those dealing within workers compensation to take more control over the experience modification rating, checking for accuracy, and generating key insights for all stakeholders.

CONNECT WITH SCOTT KNOWLES: 
LinkedIn: https://www.linkedin.com/in/scott-knowles-03998a7/
Modgic Homepage: https://www.modgic.com/

MENTIONED IN THIS EPISODE:
Experience Modification Factor & Rating: https://www.ncci.com/Articles/Documents/UW_ABC_Exp_Rating.pdf
HubSpot: https://www.hubspot.com/
JoinMe Webinar: https://www.join.me/

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

Sep 04 2018

45mins

Play

Rank #10: 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

Rank #11: 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

Play

Rank #12: 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

Play

Rank #13: 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 #14: 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 #15: PiR E179 - Meg McKeen, Host of The New Podcast, "Bound & Determined"

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In this episode of Profiles in Risk, we catch up with Adjunct Advisors founder, Meg McKeen. We discuss what she has been up to and introduce her new podcast Bound & Determined...as described on the website - 

"Holding space for women in insurance to learn from, grow with and celebrate one another"


Connect with Meg McKeen - https://www.linkedin.com/in/megmckeen/
Adjunct Advisors Homepage - https://www.adjunctadvisors.com
Podcast - https://www.adjunctadvisors.com/podcast 

Jan 11 2020

37mins

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Rank #16: E107 - There Is No Traffic On The Extra Mile with Paul Gaglioti, Founder of Diversified Risk Solutions

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(Video of this podcast is available on our YouTube channel - link below)

In this episode of Profiles in Risk, I spoke with Paul Gaglioti of Diversified Risk Solutions. Paul tries to go the extra mile for his customers. Both in customer experience but also in problem-solving. Paul seeks out tough to cove exposures and finds the capacity to provide his clients with the coverages they need. Paul is at the forefront of creating innovative solutions for his customers who deal in hemp, fracking and product liability. Paul found his mission early on in his career and we discuss how that came to be and a lot more, including a 360 view of his office and view of Manhattan.

Aug 27 2018

1hr 1min

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Rank #17: E69 - Jeff Arnold: Insurance Monopoly; The Art of Buying & Selling Agencies

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Jeff Arnold is the President of RightSure Insurance Group and the author of the book The Art of The Insurance Deal. Jeff spoke with Tony and me about how he locates, finances and buys insurance agencies. We discussed things that can blow up a deal, how sometimes, purchased agencies do not end up being a good fit and in some cases, those same agencies need to be sold to other buyers that can make them a good fit. 

Some important considerations when buying an agency are:

- is it a good fit?
- how should the agency be valued?
- how should the price be financed?
- what are the responsibilities of the sellers upon the sale?
- how do you integrate the newly acquired staff and IT?

HOW TO CONNECT WITH JEFFREY ARNOLD:
LinkedIn

RightSure Insurance Group
Jeff's Home Page

BOOKS:
The Art of The Insurance Deal by Jeffrey Arnold
E-Myth Revisited by Michael Gerber

Good to Great by Jim Collins
Napolean Hill Books
Brian Tracy Books

Apr 04 2018

48mins

Play

Rank #18: Profiles in Risk - E176: Jason Silver of Vlocity Discusses Cloud Platforms on Salesforce

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In this episode of Profiles in Risk, I spoke with Jason Silver of Vlocity. Vlocity is building insurance-based carrier platforms on top of Salesforce, the most popular cloud-based CRM, used by millions globally. We discussed the importance of agile development via the cloud and why it was important to build on top of a platform such as Salesforce.

CONNECT WITH JASON SILVER:
LinkedIn -
https://www.linkedin.com/in/jason-silver-92677a3/
Vlocity Homepage -
https://vlocity.com/

MENTIONED IN THIS EPISODE:
Salesforce platform -
https://vlocity.com/partners/salesforce
Evernote -
https://evernote.com/
Engagio -
https://www.engagio.com/
Zoom -
https://zoom.us/


BOOKS RECOMMENDED BY JASON:
Behind the Cloud by Marc Benioff -
https://amzn.to/2PPrU3v


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

Nov 04 2019

34mins

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Rank #19: 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 #20: Episode 11 - Telematics and Innovation - Paul Harvey from OctoTelematics

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Link to Octo Telematics: https://www.octotelematics.com/

Nick's IOT article: https://insnerds.com/iot-partnership/

Don't just network, build relationships: Never eat alone book

Find your passion article: https://insnerds.com/so-good-cant-ignore-you/

May 07 2017

57mins

Play