Episodes

You've seen the event and heard the incredible game-changing news now dive deep as Curt and Pete go one-one-one with Sherif Gemayel and discuss the Tru-mobile app, Broker X-ray and Policy X-ray services. Sherif shares his vision, and adds context to why it's important to have critical mass adopt the right technology for efficiencies that will keep the broker/agent distribution channel at the forefront of the insurance industry. See omnystudio.com/listener for privacy information.

We look back at the IBAO virtual convention and discuss some of the main topics, themes and thoughts that came out off the CEO Panel, breakout sessions, and of course the keynote speaker, Seth Godin. See omnystudio.com/listener for privacy information.

If you are looking for the next wave with insurance product innovation and technology look no further than Yokahu. Tim McCosh, the CEO and founder of Yokahu, shares who the cross section of product innovation and technology leads to a different and often overlooked model, parametric insurance. Tim explains how parametric insurance works and why it's a great solution for specific weather perils and where it could go for other causes of loss. See omnystudio.com/listener for privacy information.

Want to know why Steve Earle is often referred to as 'angry Steve'? It's because the frustrations that exist in the industry are pushing him to find and create change. As a traditional broker he runs Bauld Insurance but he also co-founded the online direct to consumer business Cheep Insurance as well so he knows both sides of the distribution channel. Steve let's it all hang out sharing his thoughts, ideas, and opinions about what brokers and agents need to do to make meaningful change. See o...

Technology is not always obvious when it comes to insurance. There's a lot going on behind the scenes and Udi Ziv, CEO of Earnix explains how their use of data drives underwriting and helps all sides in the insurance product creation and sale become far more nimble. Udi shares thoughts on where he thinks the distribution channel goes and what technology will change the field now and in the future. See omnystudio.com/listener for privacy information.

Want to talk about a family affair? Mark Tattersal principal of Back Nine Insurance shares his thoughts and journey on the evolution of Quote & Apply to add an arsenal of life and ancillary products to your sales channels. However, the next generation is guiding the evolution and Reid, Mark's son impromptly joins the show to provide more insight in developing APIs and how the next gen wants to but insurance. Reid is that next generation and he decided to help figure out the problem! See omnystu...

Another past guest joins Pete and Curt to discuss the second book in his series on The Future of Insurance: The Startups. Author, speaker and coach Bryan Falchuk shares what he learned from the next wave in the insurance channel from startup entities that are looking to change the industry by filling gaps. Bryan talks about lessons learned and how these insuretech companies see the industry differently than the incumbent entities which were the focus of Volume I. See omnystudio.com/listener fo...

You heard about the leading chatbot from Avdhesh Saxena but what about his next project, the Friendly Agent book? On his second appearance Advesh shares what he's been up to and that is talking to insurance industry leaders about what has made them successful and where they have found success with building dynamic and profitable insurance agencies and brokerages. Hear what Avdhesh learned and then go get the book to take you to the next level. See omnystudio.com/listener for privacy information...

Want to know how to look at insurance distribution differently? Scott Fergusson will tell you how as he comes from a beer and wine background and he's got a very different view on the industry. Scott shares the Techficient story and talks about how agents and brokers are often missing the cross over sales opportunity between property and casualty and life and why Techficient can help. Scott's a polished speaker and his infectious energy is going to motivate brokers and agents to look at sales...

Bryan O'Connell has start up experience but what caused him to think about starting up an online business insurance solution is a cool reveal in this episode. Aside from inspiration Bryan shares thoughts on how he and Huckleberry addressed problems and what it took to stay focussed and launch this online business insurance experience. Thinking of going online, then this is a must listen for some great lessons in process and business model. See omnystudio.com/listener for privacy information.

Joel Baker has his hand in everything with insurance, legacy statistics and information to the current data points, catastrophic loss points, and of course Insuretech North, but there's more. Joel shares the story of his career into insurance and what all this data lets him see across the industry, that's the same industry that relies on MSA Research, his flagship company to put on the National Insurance Conference. Joel's seen a few things and he's sharing his thoughts on the industry and whe...

Leaselock is not your typical insurance it's an embedded platform that solves a problem and founder Derek Merril explains how the product works. What comes out in the discussion is that Leaselock not only empowers renters to have better access to rental inventory it's another step into what we call INoT- the insurance of things that is embedded in new ways to reduce friction and solve problems when it comes to damage and security deposits. See omnystudio.com/listener for privacy information.

Embroker is not like other direct insuretech companies, it targets potential customers that face similar needs as it did and still does as a start-up. Chris Gunston, VP of Channel and Alliances shares some of the concepts that makes Embroker's products unique and distinctive compared to other offerings. Chris also discusses the journey to releasing an MVP and how they arrived at the buying experience for customers based on hearing from them. See omnystudio.com/listener for privacy information.

Julian Stillitano and The Croo Group want to change the way we think about telecommunications and insurance. While the internet may be the best tool for distribution the phone is still a broker or agent's best friend. Julian explains the benefits of integrated telephony into a brokerage and how it can serve clients, sales and efficiency along with helping manage E&O exposures. The back office still matters and Croo is going to seize that opportunity. See omnystudio.com/listener for privacy in...

The second episode in our series profiling the leadership of independent broker/agent association features Grant Wainikka, CEO of IBAM. Grant talks about leaving one industry to enter insurance and how his past experiences already had him familiar with new challenges. Having guided the association through difficult and problematic negotiations with provincial auto insurer MPI, Grants shares lessons learned and how the association has come out strong and ready for new challenges. See omnystudio...

Insurance needs change but not just with distribution and products. Nestor Hugo Solari the CEO and Co-founder of Sigo has built a platform with a purpose that has as much to do with social cause and socio-economic effect as it does with a new way to buy insurance. He's not on a mission, but he and Sigo have a purpose. Nestor tells his story about why he's making insurance accessible and fair to an under-served demographic that has been left behind by the industry at large and why they are find...

We're diving into distribution efficiency here but on the 'other' side of insurance, the Life and Accident business. Andrew Ostro was recently part of the Wolfpack session at Insurtech North pitching PolicyMe and how he sees the purchasing point of insurance change. Andrew explains what he learned through development to an MVP and ultimately a product solution that he believes meets the innovation demands the next wave of insurance consumers has. See omnystudio.com/listener for privacy informat...

Kicking off our broker/agent association with Derek Lothian the CEO of IBAS . This series explores the role these dynamic leaders play and how they help steer the independent broker/agent model. Derek shares his route to this role what what IBAS is doing to address the many issues broker and agents face today with their insurance company partners, technology, advocacy and more. See omnystudio.com/listener for privacy information.

This episode explores captives and how they function in the insurance marketplace. Adrian Lynch, Executive VP of Artex Risk, explains how captives look at risk and the resources they use to explore insuring a niche industry or organization. With a diverse insurance history Adrian talks about the layers of insurance and risk management that come with building a captive and how these principles of risk flow through all aspects of the insurance to agents and brokers. See omnystudio.com/listener fo...

Another day and another successful virtual conference completed as the hosts revisit some hot topics and ask the question "where do we go from here?" when it comes to technology, innovation and insurance. Plus a breakdown of content and guests and more thoughts on the Brella app that hosted the convention. See omnystudio.com/listener for privacy information.

Joel Baker and his team put on a great event in regular times but with virtual conferences come new challenges yet the first day of Insurtech North went off without a hitch. Curt and Pete discuss some of the topics discussed, the guests and speakers as well as the virtual format and how it works well to keep connections and opportunities alive. Also find out who won the Wolf Pack Pitch competition and what was pitched to the Wolves! See omnystudio.com/listener for privacy information.

Mergers are never easy and often take time to complete, that was the case for SSQ and La Capitale who finally had their nuptials last year and formed Beneva. CEO Jean-Francois Chalifoux tells the story of how this merger came to be and what he sees as advantages from scaling up. Jean-Francois explains that Beneva has a different ethos and purpose when it comes to growth, products, and service delivery that position for success in in a hanging insurance marketplace. See omnystudio.com/listener ...

Let's put data to work! That's what Greg McCutcheon, President of Opta Intelligence wants to do and he explains how. Do you want to improve your underwriting relations, there's data for that! How about predicting how your book of business will perform? There's data for that! Want to see where loss might occur? There's data for that too and Greg explains how to use it, where the value lies and how you can find your solution using a slice or whole pie of data that your brokerage or agency has. S...