Episodes

When podcasts collide you get this episode. Jason Case from the Agents of Influence podcast and myself sat down for a virtual cold beverage and talked about insurance and what this industry is going through. From talking data, the ethics of AI, geofencing, the similarities of Canada and the United States, to being a good insurance broker and building relationships. This is a special 'shoot from the hip' episode that was a lot of fun. Please rate, review and follow the podcast! See omnystudio....

It's time to talk about claims and how that process and experience is probably the most important one for the insurance consumers. Rosa Nelson, VP of Claims and Customer Experience West Region for Intact, talks about how technology is being used to reduce bottlenecks in the claims process and how there is opportunity for all parties to improve and deliver a great customer experience for claims service. As Rosa explains it's about setting expectations and delivering on them. Please rate, review...

Jennifer Linton and the company she co-founded Fenris Digital aren't trying to disrupt the insurance industry, rather as she says, they 'want to make massive improvement' . That's a refreshing change from other technology companies in the insurance industry. Jennifer's journey to the insurance industry is common but what she's doing is uncommon as she and Fenris are making the point of quote the best place for efficiency and empowering agents, brokers, and intermediaries to look at leads and cu...

Is there a more passionate person within the insurance industry? There might be but I have not seen or met them yet. Billy Bray author of Buying Commercial insurance brings his insights and his passion to the podcast to talk about how to be a great commercial insurance broker. Billy talks about his career, the changes he made to be in the place that suits in him best and how to find opportunity within the insurance industry. There's a reason he's in the top 40 under 40 for insurance and he s...

There's a point where you have to have fun and if the middle of summer is not it then when is? If you are on LinkedIn then you might have seen the funniest account about insurance called The Insurance Hustle and hopefully had a few laughs. The person behind the humour joins the podcast and we talk about finding the lighter side of insurance based on the realities within the industry. The Hustle is as smart as they are funny and has some great insight into what being an insurance professional ...

Young brokers need to be heard and who better to talk to than the chairperson of the Manitoba Young Brokers network Tiffany Reider. Tiffany is in a family insurance business, and like many never planned on becoming an insurance professional, but now that she's here she's embraced it. As some one who falls into the millennial age category Tiffany shares some thoughts on what she sees as challenges when it comes to attracting and connecting to her peers and what might be changed to find success ...

Sure it's a niche market but it's also a fascinating one that is not discussed enough in the insurance marketplace- captive insurance. Hale Stewarts drops by to discuss how captive insurance serves industry, fits within the insurance landscape, and why it plays a necessary role in distributing and writing risk compared to other markets. Believe it or not he even discusses how imagination is the only thing limiting what can be done by making a captive insurer. Please rate, review and follow the p...

After the event insurance what's that? I certainly had to learn about it after Dominique Zipper from DAS Canada reached out to me. ATE insurance is one of the more unusual types of products in the insurance marketplace because if you use it you don't pay the premium. Dominque explains how and why the product works that way for premium along with all the other cool nuances of disbursement costs and adverse costs that a plaintiff might experience in their legal action. Please rate, review and f...

Maybe we don't really understand what insuretech is? Barry Rabkin, founder of Market Insight Group and insurance industry veteran, certainly has a few thoughts about that term and what it 'really' means. Barry's experience as an industry analyst has allowed him to witness many changes within the insurance industry and the current infatuation with technology really doesn't make Barry see the industry any differently and he's not afraid to tell you why! Please rate, review and follow the podcast...

Data is everywhere in the insurance industry but with a new focus on customer experience marketing there's no one better to discuss this trend than Stan Ivankovic from Environics Analytics. Stan explains how insurers are focussing on understanding customers long before they ever make an insurance buying decision so that the experience is vastly superior to what is has been. With terms like 'psyhcographic' and 'geodemography' being thrown around with today's customer profiling, it's helpful to ...

How many companies have a VP for Insights, Experience and Distribution? Well SGI Canada does and that VP is Cari Donaldson who joins the podcast to talk about how the customer experience is far more intricate than we really know. Cari shares insights on how the emotional experience is often overlooked with insurance transactions and how some companies are emphasizing it with their products and services. She also asked one of may favourite questions- 'how do we get consumers to feel excited ab...

Amber Wuollet from Explore Information Services joins the Insurance Podcast to talk about data, customers, insure tech and insurance nerdery. Yes, being an insurance nerd has never been so fun and Amber explains why insurance professionals need to embrace their inner nerd. Aside from being an insurance nerd Amber talks about how data can help in the value proposition for consumers and asks a question so many forget when it comes to technology and automation, 'when does this require a human tou...

Alyson Shane joins The Insurance Podcast to talk how insurance brokers and all professionals can develop their personal brand. As the founder and inspiration for Starling Social Alyson knows marketing and social media and how to brand just about anything. There are 11 takeaways for insurance professionals with how they can improve their brand and benefit their business' brand too and it starts with 'don't be boring, embrace your industry and profession'. Please rate, review and follow the pod...

Season 2 of the Insurance Podcast kicks off with Sherif Gemayel the founder and inspiration for Sharp Insurance. He shares his wisdom and story on becoming a leading online insurance broker including his 'aha' moment and how Google business listings changed the business trajectory. If you want to understand what makes this insurtech leader tick Sherif explains his 3 pillars for disruption and how insurance brokers can find ways to be savvy in areas they have never been before. Please rate, revi...

Lance Miller provides some of his bountiful wisdom on how he and Surex Direct became the fastest growing insurance brokerage in Canada. With thoughts like 'Technology is not a strategy,' will show how any broker can find a path to success in the online world Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

The first guest who is not from the insurance sector but don’t let that fool you. I met Alyson through social media and quickly discovered that she and her business Starling Social are the panacea so many insurance brokers need. Alyson sheds light on social media, marketing and explains in the marketing world, “if you build it does not mean they will come”. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

Chuck Byrne, the Executive Director of the IBABC joins the insurance podcast to talk about issues in British Columbia, the housing market, politics and insurance technology. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.

Are you a broker owner looking at acquisitions or planning to sell, or even merge? Mike Berris and his firm Smythe LLP are some of the best at helping any of those transactions. Mike talks about what broker owners should be doing long before they want to sell and he gives great insight into what’s driving multiples and where the valuations of insurance brokerages are going. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information.