Episodes

Insurance claims are the value part of any policy and that experience is beginning to change. Whether it be an external disruption or internal innovation the process of being made whole' is moving in a different direction. Erin Fischer VP, Chief Claims Officer of Wawanesa explains to Curt and Pete how innovation, technology and hearing an insured's story are part of the modern claims experience that progressive companies like Wawanesa are moving towards. Please rate, review and follow the podc...

Risk engineering never seemed so cool but Ryan McGovern the Chief Risk Engineer from Virtual I Technologies explains what the future looks like for insurance brokers and agents when it comes to risk analysis and data. Virtual I Technologies is an ACORD Insuretech Innovation award winner and Ryan shares with Pete and Curt the structure and value they provide into the insurance sales and distribution channel and what the future holds with risk and profiling. Please rate, review and follow the podc...

Data is everything in the insurance industry right now but what about data on the trends and technology that is shaping the industry? That's where Jeff Goldberg and Novarica come in, they make sense of all the different changes going in with insurance and technology and all the companies making things happen. Jeff shares his insight on what Analytics Arms Dealers, Creative Carriers, and Beneficial Bots are. His engaging and energetic style makes insurance and technology fun and informative. P...

Pete and Curt breakdown day two of the #IBAO2020 virtual convention discussing the CEO panel featuring Economics, Intact, Wawanesa, and Travelers as well as clips and thoughts from the insurer town halls. It was a different kind of convention this year but IBAO pulled it off and there was more than enough to chew on and the guys give you the goods on what went down last week. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

Day 1 from the IBAO #Empowered virtual convention got off to an amazing start with smooth music from DJ Steph Honey and then delivered great content on the state of the industry, Ontario broker technology and recruitment and retention strategies. Pete and Curt breakdown the day and content with highlight clips from all three sessions. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

It wasn't just brokers and agents who had to make a pivot to a virtual service model, professional associations did too and Brett Boadway and Norah Black from IBAO share their journey. The Empowered conference is IBAO's 100th and it's going on in full form in a virtual model and it's as dynamic as ever. Brett and Norah share their insights on serving members, dealing with Covid-19 and how to keep an association connected and vibrant as the world was turned upside down. Please rate, review and...

Insurance brokers and agents want real-time transactions and Tom Reid has come on board with IBAC to ensure the industry crosses the finish line. Tom shares his journey from entering the industry to becoming an executive while explaining how the future of broker-insurer connectivity will arrive and evolve to help deliver a better insurance experience. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

Change isn't easy, especially when it's unexpected and forces the shuttering of the entire way an industry does business but that's what Joseph Carnevale took on this year as IBAO President. In this episode Joseph talks about how to pivot, what it means to care in a de-personalized insurance world and how to look to the future what kind of changes insurance professionals should anticipate and how to build for them. Please rate, review and follow the podcast! See omnystudio.com/listener for priv...

Claims can go wrong but what happens if you suspect that a claim might not be what it seems? You might hire an investigator, some one like Dorian Bond , who can help figure out what's going wrong. Dorian joins Curt and Pete to discuss how brokers and agents to pick up on fraud and explains what lengths insurers go to expose fraud. Dorian's back story and history is inspirational too and he shares insight into the life of a private investigator and how he rose to work across the US and Canada....

Home security is changing from an old tech reactive model to a new age proactive system that integrates far beyond the traditional monitoring station. Dhruv Garg drops by to explain how Kangaroo and its connected systems will change the way insurance looks at home security and why its value proposition is far better than what the insurance industry has always done. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

Telling a story is never easy, but telling a story about insurance is even harder but Charles Alexander knows how. Insurance can scare consumers into purchasing but it can also educate them into purchasing the right coverage, coverage that agents and brokers struggle to explain in the sales process. Charles shares his tips, tricks and things not to do with video marketing as he joins Curt and Pete on this episode. Please rate, review and follow the podcast! See omnystudio.com/listener for priv...

Is there anyone more energetic in the insurance industry than Bill Pieroni? If so we haven't recorded with them yet. However, after talking with Bill you don't just feel energized, you are informed, educated, and empowered with a new understanding of insurance knowledge. As the CEO of ACORD Bill sees how in the future volumes of data will move between insurance partners and what the consumer will come to expect as they shop for insurance. Please rate, review and follow the podcast! See omnyst...

Outsourcing is not a dirty idea anymore, in fact it's far more common in the insurance industry than we think and Daniel Ramsey, the CEO of My Out Desk will explain how his company and services allow for back office efficiencies. Daniel explains how using an external service of trained and licensed people to do the more menial tasks allows brokerages and agencies to focus on their strengths, thus improving performance and satisfaction for all staff. In fact, his novel approach might be the sol...

Have you ever wondered how the IBAC president looks at the insurance industry and its current state of change? Kent Rowe joins Curt Wyatt and Pete Tessier to talk about what he sees and how IBAC is addressing and manager change for almost 40,000 independent insurance brokers. From data exchange and technology to education and the effectiveness of advocacy with all levels of government, Kent pulls back the veil on how a small but diverse organization makes an impact for everyone in the insuranc...

Education is the key to opportunity and any professional never stops learning through their career and Peter Hohman, CEO of the Insurance Institute if Canada joins Curt and Pete to discuss the importance of education. The IIC does more than prepare people to be agents or brokers, it serves all facets of the insurance industry and Peter explains how it has adapted to changing needs from the industry and why it is still seen as the gold standard for education and launching an insurance career. Pl...

Insurance professional, author, and so much more, Bryan Falchuk joins Curt and Pete to talk about his new book, The Future of Insurance: From Disruption to Innovation. Bryan's insight and research shows how it's not just technology that's evolving the industry but new ways of thinking in all ares of the industry and he back that up with well researched case studies. It's bit of an Insurance book club, but one that is sure to inform and educate. Please rate, review and follow the podcast! See o...

Coalition Cyber is a different kind of insurance company and company co-founder Joshua Motta explains how his approach is via risk management not tech solutions. Certainly there is technology involved but the way Coalition provides value and coverage to insureds is different and unique. Joshua explains that Coalition looks at risk management as the way to best help customers and why a cyber threat is an evolving one that adapts and changes in near real-time. Please rate, review and follow the ...

It's rare a guest comes back so fast but Tom Super was far too interesting and informative to not continue with his insights. Consumer data is always hard to understand and Tom with JD Power share information and what they have learned about the insurance-buying consumer. It's not easy managing change during tumultuous times but gathering data in the right context can go a long way to making sense of a changing insurance world and Tom Super with JD Power is doing just that. Please rate, review...

Have you ever wondered what the underlying traits of successful insurance businesses are? Rick Bauman from IC3 joins Curt and Pete to discuss how a passionate workplace leads to a successful culture. Rick brings his years of wisdom and experience to the podcast to give back some information and expertise to an industry that has been very good to him. Learn how to measure your teams and build a successful insurance sales organization to compete during difficult times and the future. Please rate...

The insurance consumer is changing and no one knows that better than JD Power the leader in consumer data and analytics. Tom Super, head of P&C insurance for JD Power, joins Curt and Pete to talk about what's influencing consumers with insurance purchasing decisions and what kind of experience they are looking for from the marketplace. With JD Power's data and Tom's experience this podcast turned into a 2-part series of in-depth discussion of the insurance business distribution channels. Please...

Back for a third appearance, social & content marketing expert Alyson Shane discusses how reaching new customers is changing due to the pandemic. Insurance has always been a difficult product to market and by touching on various media platforms Alyson explains how different tactics, some new and some old, can help become habits and regular processes when you cannot be face to face with clients. This is an insurance agent/broker's marketing boot camp as business models pivot to new methods of i...

Artificial Intelligence is still a developing technology within in the insurance industry but the misconceptions are gradually disappearing. Joe D'Souza the founder and CEO of Pro Navigator wants to make those misconceptions disappear for ever and he's well on his way to doing so. With a new product called Ask Sage, Joe explains that by using NLU and NLP their software is there to empower efficiency for brokers and agents which in turn maximizes service sand sales. In fact, Joe explains that ...

Stuart Bruce is more than a CEO, he's a an entrepreneur who is driven to make the business experience better for everyone from owners to customers and it all revolves around the payments process. Stuart and First Canada are leading the way when it comes to payments options for customers and insurance agencies. With a new service providing unique branding for financial transactions they are solving the trust problems when it comes to fast, efficient and secure payment solutions for the insurance...

Syd's more than fun, she's dynamic and cool and she's some one you want to sit down and chat with, often. She joins Pete and Curt to talk about how and what insurance brokers should be paying attention to when it comes to data. Her insights are the leading edge of where the use of data to deliver customer experience should be moving to for the industry. Her real life backs her thoughts up as she leads the marketing efforts of bAtomic and the Neon product to help transform the industry. Please...