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Showing episodes and shows of
Pete Tessier & Curt Wyatt
Shows
Agency Intelligence: The Insurance Podcast Network
Digital Insurance Pint: Pete Tessier & Curt Wyatt
It’s an epic slugfest as we host Pete Tessier & Curt Wyatt from the Insurance Podcast on the show. We discuss how brokers can grow their books, how connectivity can help and how did Curt manage to end up in Greece?No holds barred – enjoy the ride!Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast
2024-01-07
57 min
The Insurance Podcast
Looking back at 2023- The Year in Review
The end of the year is a time to reflect and the hosts Pete and Curt reflect on the events they were at- many! They discuss the year that was 2023, their most important trends, their favourite guests, technology, and episodes. 2023 was year of convergence for insurance, technology, business and the hosts explain how they see 2024 proceeding and what that might look like for many entities across the insurance industry. Sit back and listen as 2023 is discussed with a bit of humour and a fair bit of optimism. And finally a first, the guests share their perspective on podcast philosophy.
2023-12-29
58 min
The Insurance Podcast
2022 Year in Review- Trends, Tech, Guests and more!
Like all years it's time to look back before we look forward and your hosts Curt and Pete go through the year in insurance that was 2022. They each share their top 3 trends of 2022, favourite insuretech idea, and biggest challenge (or in Pete's case peeve) for the industry. Along with that they debut a new segment, Bound or Declined, where they talk about things that they believe are trending up versus those trending down. With thoughts on post-pandemic, embedded insurance, hyper-personalization, inflation, in-person and captives this episode touches on it all.See Privacy Policy at https...
2023-01-06
46 min
Conversations on the Creek
Tales from a Broker with Pete Tessier from BSI Insurance and The Insurance Podcast
On this episode of Conversations on the Creek, we’re proud to welcome this month's guest, Pete Tessier, Vice President of Sales and Marketing at BSI Insurance and the Host and Producer of The Insurance Podcast. As the first broker to ever come on to our show, Pete shares his perspective on what he believes insurance carriers should be thinking about as they approach partnerships with their distribution channel. Listen as we dive in about the impact of technology on the broker channel and the importance of human touch, understanding your addressable market and the consumer mindset, and the opportunity fo...
2022-09-13
30 min
The Insurance Podcast
Using your insurance data with Jamie Speers of Synatic
Jamie Peers is the VP of Business Development for Synatic and he joins Curt and Pete to discuss how they can help agents, brokers, carriers and more extract and make use of the volumes of data they have. Have you ever wondered what it can take to penetrate the walls of your BMS and what it could look like if you had access to a true CRM for your insurance experience? Jamie explains how that can happen and what can be gained by accessing the data in your system.See Privacy Policy at https://art19.com/privacy...
2022-05-27
48 min
The Insurance Podcast
Robotic workers are the insurance back-office future with Quandri
Brothers Jackson and Jamieson Fregeau, founder of Quandri pledge to 'take the robot out of the person' with their technology for insurance agents and brokers. Curt and Pete dive into the world of robotic workers with the founders of Quandri and how those robots can lead to huge efficiencies, savings, and the ability to let people do 'people things'. Jamieson and Jackson explain how the future back-office is not about replacing people, rather empowering them by taking the mundane and repetitive tasks out of the job.See Privacy Policy at https://art19.com/privacy and California Privacy...
2022-03-22
57 min
The Insurance Podcast
Instanda- How to build scaleable digital transformation with Will Wood
Will Wood is the head of Life for Instanda and he joins Pete and Curt to discuss how a low code to no code digital transformation is possible for carriers, MGAs and brokers. Will shares his experience from his time at Aviva to what he and Instanda have built for both the life and P&C sectors. He even explains how it's important to know regression in KPIs is common when starting digital transformation and what the trend line is when moving forward. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https...
2022-03-12
45 min
The Insurance Podcast
2021 Year in Review & Thoughts for 2022
Pete and Curt look back on the year that was 2021 with top trends, thoughts about the insurance industry, news, and a look back at various episodes and guests. This freeform episode has the hosts sharing their perspectives on what they see coming for 2022 with trends and predictions about insuretech, insurance products and insurance distribution. There might even be some hints of things to come on the show for 2022 as well.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-12-27
57 min
The Insurance Podcast
Breaking Boundaries- Trufla 2021
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-11-09
48 min
The Insurance Podcast
Bryan Falchuk- Vol 2: The Startups
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 for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com...
2021-08-25
1h 01
The Insurance Podcast
Julian Stillitano- Croo Group
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 information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-no...
2021-06-04
49 min
The Insurance Podcast
Broker CEO Series- Grant Wainikka IBAM CEO
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.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-05-31
43 min
The Insurance Podcast
Nestor Hugo Solari and Sigo
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 finding growth and success. See omnystudio.com/listener for privacy in...
2021-05-21
48 min
The Insurance Podcast
Policy Me CEO Andrew Ostro
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 information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-05-14
43 min
The Insurance Podcast
Broker CEO Series- Derek Lothian IBAS
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-05-07
49 min
The Insurance Podcast
Adrian Lynch Executive VP- Artex Risk
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 for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#d...
2021-04-30
50 min
The Insurance Podcast
InsurTech North Day 2 & Wrap-up Thoughts
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2021-04-23
23 min
The Insurance Podcast
Insurtech North Day 1
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://ar...
2021-04-23
22 min
The Insurance Podcast
Beneva CEO Jean-Francois Chalifoux
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 Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do...
2021-04-20
41 min
The Insurance Podcast
Season 4 kickoff with Greg McCutcheon, Opta Intelligence
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. See omnystudio.com/listener for privacy information. See Privacy Policy at...
2021-04-09
51 min
The Insurance Podcast
Sports & Entertainment Insurance with Leigh Ann Rossi , SVP of NFP
Have you ever wondered how athletes or professional sports teams get their insurance? If you have Leigh Ann Rossi, SVP of NFP, shares her experiences around how athletes, teams and leagues manage their insurance needs along with other areas of the entertainment industry. Leigh Ann talks about the nuances of how insurance plays a role with possible trades and contracts and how thinking about this sector can help agents and brokers take a different approach to gauging risk. See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.c...
2021-04-06
50 min
The Insurance Podcast
Underwriting for the future- Nick Lamparelli
Underwriting is a challenge right now and Nick Lamparelli has some thoughts about how it has to change. Think poker and betting big when opportunity arises and so much more as "Lamps" shares his thoughts with Curt and Pete about innovation and looking at risk differently. Nick is an industry veteran and a social media must follow- @Nick_Lamparelli on Twitter for insights and thoughts about where the insurance industry needs to go to be better at its core function, underwriting risk. See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Not...
2021-03-26
1h 01
The Insurance Podcast
Data for a better experience with Sandeep Kharidhi, Deluxe Corp
Agents and brokers are told they are sitting on volumes of data that can help them but is all that data useful for creating the best experience? Sandeep Kharidhi, manager of data and analytics for Deluxe Corp joins the show to discuss how data can be used to create a better experience for insurance customers. Whether it be finding touch points after life events or using external data to shape process efficiencies in customer service, Sandeep shares thoughts what he and Deluxe believe data can do to give insurance professionals and advantage when it comes to service. See omnystudio.com/list...
2021-03-19
39 min
The Insurance Podcast
Christian Harris, Founder Slip Safety Services
As Christian Harris of Slip Safety Services says, 'there's a hidden cost to insurance with slip and fall claims' and he explains why during this episode. In an era of risk mitigation and loss prevention, slip and fall claims are just as preventable as other forms of loss and Christian's company has taken the lead to automate that loss prevention role. There are many forms of claims prevention technology but Christian has plans to help insurers, brokers, and agents take their loss prevention to another level when it comes to slip and fall claims. See omnystudio.com/listener for privacy in...
2021-03-12
42 min
The Insurance Podcast
Executive Feature: Carol Jardine, President Canadian Operations
Carol Jardine is a leader for and within the Canadian Insurance industry. She shared her insights about the current industry challenges along with some personal thoughts about her career journey and passion for giving back. As the COO of a large insurance company Carol has a different view, and she talked about how technology and disruption are changing the insurance experience and how Wawanesa is positioning for change and embracing the future. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art...
2021-03-01
1h 02
The Insurance Podcast
Jeff McCann Apollo Cover
Jeff McCann and Apollo Cover are not trying to change the way we buy, sell, and market insurance they're simply finding ways to improve upon the model. Jeff shares thoughts from the inspiration of the Apollo concept and how they have tackled problems with a different mindset and a different look to who and what they need to succeed. Much of what Jeff says rhymes with 'culture' and it's why Apollo is finding success with focusing on obvious inefficiencies thus creating a new and better experience. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. S...
2021-02-19
44 min
The Insurance Podcast
Jim Dwane, Chief Revenue Officer, Bolt Inc
Bolt Inc is not a new venture, in fact it's over 20 years in the making as a technology company that serves the insurance marketplace. Jim Dwane, the chief revenue officer, explains how connectivity within an open market ecosystem brings insurers and carriers together with potential customers. But it's more than than connecting entities, it's about the back bone of the experience and how Bolt Inc drives and promotes options for a different insurance experience. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at...
2021-02-12
35 min
The Insurance Podcast
Ty Harris, CEO Openly, talks building to a niche and beyond
Ty Harris didn't wake up with an epiphany for Openly, he actually figured out what he wanted to do and set about building it. That's what Openly is, an insurance company and products designed for a targeted segment. Ty explains why it's difficult to start out in the space and how they have targeted their growth opportunities and managed their business to be a sustainable operation. That's a rarity in the start-up space but it's also a compelling and informative story. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art...
2021-02-06
35 min
The Insurance Podcast
Fire protection for agents & brokers with Rob Read
Fire protection is what insurance is for right? That's what consumers think but Rob Read, President of Bison Fire Protection, explains theres much more for insurance agents and brokers to know when helping their clients. Rob explains how the handed-ness of a chef affects the design of fire suppression in a kitchen and how fire suppression systems are designed to minimize loss not just extinguish. Rob's wisdom is great technical knowledge for agents and brokers looking to improve their service for commercial clients. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at...
2021-01-29
37 min
The Insurance Podcast
The future of claims settlement is Painworth
The title is a bold statement but Painworth might have cracked the code for efficient and fair bodily injury claims settlements by writing some code. Mike Zouhri had a personal experience that led him to understand why access to justice was so hard and receiving compensation since so difficult. Through research and some practical programming skills, Mike wrote some code and brought it to the insurance industry where Aaron saw possibilities. The result is potentially game-changing. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Pr...
2021-01-22
53 min
The Insurance Podcast
Colby Tunick- agents, brokers & their data
Insurance brokers and agents generate tons of data but how many of them know how to harvest it? Colby Tunick, CEO and founder of Refocus AI, is ready to help you make sense of your brokerage data and explains why it's time to take control of your business. Colby shares how data can help predict which customers will be more profitable and which ones could cost your business money. It's time to take control back and Colby will show you how, and why it's worth doing. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See...
2021-01-16
47 min
The Insurance Podcast
Mike Berris- M&A Activity and Valuations
Everyone sees what is happening in the insurance distribution marketplace with mergers and acquisitions but what's driving it? Mike Berris from Smythe CPA explains what's driving the flurry of activity where valuations are and where they might be heading. Mike was also the first guest on the podcast when it started and we look back nearly three years at what has changed or not changed when it comes to buying and selling brokerages and agencies. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Noti...
2021-01-08
33 min
The Insurance Podcast
2020 Year in Review
It's time to look back on the year that was for the hosts Curt Wyatt and Pete Tessier and what happened over 40+ episodes, the insurance industry, the world and everything in between. Pete and Curt take some shots at the industry, our challenges and make some predictions about what lies ahead in 2021 and what the insurance industry needs to move forward. (hint: it rhymes with leadership) Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-12-31
51 min
The Insurance Podcast
David Duley PlanGap Founder & CEO
The times they are a changing and David Duley, CEO from PlanGap, shares his thoughts about how people should protect against potential shortfall in government pension plans with social security or insurance. David has a great story about his inspiration moment and how has built PlanGap to address both market and industry needs. With a world changing so fast we're going see more innovation and David has thoughts about the future and insurance products both financial and P&C. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/p...
2020-12-23
41 min
The Insurance Podcast
Huw Williams on Political Action
Political action is part of every good strategy but no one does it better than Huw Williams of Impact Public Affairs. As a guiding force for insurance brokers across Canada, Huw has helped many associations advocate on behalf of their members and their clients to help make sure that insurance is accessible and available. Huw shares his thoughts on working with government and how to navigate politics at all levels and where brokers have found success and others have not. He also called the two hosts, 'legends' so he's pretty sharp. Please rate, review and follow the podcast! See omnystudio.com...
2020-12-18
37 min
The Insurance Podcast
Al McLeod- Innovation, Disruption & Insurance
When talking about innovating to manage disruption with insurance there's no one better than Al McLeod. He's not part of the insurance world hierarchy or patriarch, he's just Al, a guy who has a vast of array of experience from all sorts of industries and someone who thinks way outside the confines of a box. Al updates us a little on what he's been up to and then expands on how disruption happens and why incorporating a culture of innovation is essential for insurance entities for future survival. Please rate, review and follow the podcast! See omnystudio.com/listener for pri...
2020-12-11
37 min
The Insurance Podcast
Risk Detection & Claim Prevention
We had two guests this week with Pierre-Andrew Meunier from PrevTech and Ken Worsley from Wawanesa Insurance talking about the latest needs and technology to help predict where a claim could occur. As agricultural operations, and other types of large-scale manufacturing operations grow, the scale of loss increases. Pierre and Ken share their thoughts on how brokers and agents can help keep insurance available for their clients during this hard market and ensure their clients are the best type of risk to for insurers to have. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See...
2020-12-05
37 min
The Insurance Podcast
Danish Yusuf- CEO Zensurance
Sometimes the insurance industry has tunnel vision because 'no one gets it'. In this case, Zensurance co-founder and CEO Danish Yusuf come from outside the insurance industry and he shares his calm and focussed approach to thinking differently about service, distribution and value. Danish is an amazing example of someone looking outside an organization to find innovative ways to grow and prosper inside and he shares his experience in this episode. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.co...
2020-11-27
35 min
The Insurance Podcast
Erin Fischer- The Modern Claims Experience
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 podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht...
2020-11-20
35 min
The Insurance Podcast
Ryan McGovern- Virtual I Technologies
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 podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy N...
2020-11-12
36 min
The Insurance Podcast
Jeff Goldberg- Novarica
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. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/pri...
2020-11-05
36 min
The Insurance Podcast
Empowered- IBAO2020 The Aftermath!
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-10-28
30 min
The Insurance Podcast
IBAO Convention Day 1 After Party
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-10-22
33 min
The Insurance Podcast
Brett & Norah- How Empowered came to be
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 follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at ht...
2020-10-18
30 min
The Insurance Podcast
Tom Reid: IBAC data exchange & connectivity
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-10-09
59 min
The Insurance Podcast
Joseph Carnevale- IBAO President
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 privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.co...
2020-10-02
40 min
The Insurance Podcast
Dorian Bond Claims and Investigations
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. Please rate, review and follow the podcast! See omn...
2020-09-25
37 min
The Insurance Podcast
Dhruv Garg- President Kangaroo
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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-09-16
36 min
The Insurance Podcast
Charles Alexander Video Marketing for Insurance Professionals
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 privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.co...
2020-09-04
36 min
The Insurance Podcast
Bill Pieroni President & CEO of ACORD
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 omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notic...
2020-08-17
59 min
The Insurance Podcast
Daniel Ramse- CEO My Outdesk
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 solution to the impacts of other technology affecting the insurance distribution model. Please rate, review and fo...
2020-07-31
42 min
The Insurance Podcast
Kent Rowe- IBAC President
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 insurance industry. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Po...
2020-07-17
48 min
The Insurance Podcast
Peter Hohman CEO Insurance Institute of Canada
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. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See P...
2020-07-10
43 min
The Insurance Podcast
Bryan Falchuk - Future of Insurance
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 omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and...
2020-07-04
50 min
The Insurance Podcast
Joshua Motta- Coalition
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 podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Not...
2020-06-26
50 min
The Insurance Podcast
Tom Super from JD Power Part 2
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 and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Po...
2020-06-19
31 min
The Insurance Podcast
Rick Bauman- Passion and Success
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, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://ar...
2020-06-16
47 min
The Insurance Podcast
Tom Super talks Insurance Consumer Behaviour-Part 1
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 rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.c...
2020-06-05
32 min
The Insurance Podcast
Alyson Shane- Marketing in a Pandemic
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 interetaction and selling to customers. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. Se...
2020-05-29
49 min
The Insurance Podcast
Joe D'Souza Founder and CEO-Pro Navigator
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 now more than ever with daily updates and product changes from insurers, managing internal data flow is the key...
2020-05-22
41 min
The Insurance Podcast
Stuart Bruce- First Insurance Funding of Canada
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 industry. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy a...
2020-05-15
32 min
The Insurance Podcast
Syd Roe from bAtomic
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 rate, review and follow the podcast! See omnystudio.com...
2020-05-08
45 min
The Insurance Podcast
Data Shift with @InsuranceGenY
The generation shift is real in the insurance industry but who is the shift moving towards? The next generation isn't necessarily a problem as much as they want to adopt solutions soon. This episodes features @InsuranceGenY an smart but anonymous person in the insurance Twittersphere. He works in the industry and his Twitter content is often biting but accurate and always informative. We discuss how to use public APIs the challenges with agents and brokers acquiring data and what the heck you can do with data should your agency find a way to get it out of the abyss. Please ra...
2020-05-01
40 min
The Insurance Podcast
Insuring Cannabis with Excel Insurance Group
Cannabis has been legal for 18 months but there's still many unknowns about the business and insurance. Scott Treasure and Scott MacInnis from Excel Insurance Group came on the show to discuss how they went about building an insurance solution not just for the producers and retailers but all the other subsidiaries. The two Scotts also explained how looking at regulations in the sector led them to better underwriting questions to convince an insurance partner to take on this risk. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/pri...
2020-04-24
51 min
The Insurance Podcast
Sonia Johannson- HR for Insurance and using Data
Sonia Johannson is not any HR professional, she specializes in how insurance professionals can understand how their offices and teams can best function. Insurance agents and brokers are undergoing a transformative industry shift with technology and now with remote working- how do you measure their effectiveness and contentment? How can you spot trouble before it happens? Sonia explains how using pulse surveys allows teams to improve and excel in trying times and through transformation. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at...
2020-04-17
35 min
The Insurance Podcast
Curtis Killen, KBD Insurance
Perhaps we should listen to millennials in the insurance industry and Curtis Killen, President of KBD Insurance in Montreal is as good a reason as any. They look at things differently like hiring tactics, lead generation, automation, and insurer relations to name a few. However, there's also a blunt honesty that is deceptively appealing that should help insurance professionals come to terms with our much-talked-about the generation gap. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-04-12
40 min
The Insurance Podcast
Jack Kudale Cowbell Cyber
Cyber insurance is not new but it's not widely accepted and understood. Jack Kudale CEO of Cowbell Cyber explains where the market is headed and how it's evolving when it comes to threat vectors and industries. Furthermore Jack explains how cyber risks can be rated in real time and where the integration of product and protection intersects with access and sales within the insurance marketplace. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-04-03
41 min
The Insurance Podcast
Sahas Katta- Smartcar
The Insurance industry doesn't need any more UBI solutions, or does it? This episode features Sahas Katta, CEO and co-founder of Smartcar.com and he sees the world of automobiles, insurance, drivers and data differently. Smartcar is not simply a data aggregator for interested parties, it's the beginning point to a user interface that bridges the needs of the consumer insurers while being a permission based entity. The game is changing with car technology and Sahas and Smartcar are going to so the way to the future. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy info...
2020-03-27
41 min
The Insurance Podcast
Commercial Insurance and Covid-19: What you need to know
The insurance industry is focussing on Covid-19 just like all other industries and nowhere is there more pressure for answers than with commercial insurance professionals. Cole Leitch and Chantelle Markus from Avant Insurance were kind enough to record an episode to provide advice and guidance in these difficult times. From how to care for customers, what to discuss, and how to move on to providing the best service possible, Cole and Chantelle share practical advice on how brokers and agents can still be effective during these difficult times. Please rate, review and follow the podcast! See omnystudio.com/listener for pri...
2020-03-20
31 min
The Insurance Podcast
Dealing with COVID-19- Remote Services and Processes
A quick discussion from 3 brokers, and IBAO on some advice and thoughts for dealing with your insurance business and COVID-19. This is not a regular episode but something to be shared so that you can find some help, guidance, and support as insurance professionals navigate what to do when it comes to providing service and support for clients while working with insurance company partners during this crisis. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-03-17
26 min
The Insurance Podcast
Recruitment & Retention with Page Forron & Bettina Urban
The insurance industry is not the easiest one to sell as a career but it can be one of the most rewarding. Recruitment and retention is difficult at the best of times so how do insurance professionals fill the talent pipeline? Page Forron and Bettina Urban from McConville Omni Insurance might have some ideas about what the solution is for tapped out agencies, brokers and companies. They take a unique look at what other skills besides a relevant degree or licensing education make a good broker and what it takes to retain that found talent. Please rate, review and follow the...
2020-03-13
42 min
The Insurance Podcast
Ryan McMahon-Cambridge Mobile Telematics
Usage-based insurance is not a new concept but telematics has evolved and Ryan McMahon, VP of Insurance for Cambridge Mobile Telematics explains how. The technology has moved way beyond plugging something into the OBD II port in a car and now uses bluetooth connected tags to prove near real-time data. As Ryan points out CMT technology can be used in a Ford Model T to a Tesla Model S and connects with over 7500 different phone models enabling comprehensive coverage. Yes this is an evolution of data with insurance but it goes beyond simply measuring an individual's driving behaviour, CMT provides a n...
2020-03-06
40 min
The Insurance Podcast
Chat Bots Expained with the Friendly Agent Chat Bot
Talking to a chat bot should not be this fun but Avdhesh Sexana, the founder and creator of the Friendly Agent Chat Bot, explains what so many within the insurance industry don't understand about the technology. Chat bots aren't just about backend AI, they are about front end lead generation and store minding as Avdhesh explains. They are part of social media plans and customer engagement as well as many more experiences customers and agents don't realize are necessary. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/pri...
2020-02-29
34 min
The Insurance Podcast
Jeff Brown- Vpay
Claims service is when insurance matters most but the often overlooked part is how to make the payment of claims efficient. Jeff Brown, the President of Vpay, explains how their service solves so many problems for the payee and the payer with the use of the 'V card'. It's not just about transferring funds, it's data security too and Jeff explains how VPay's technology empowers a safe and secure transaction one many platforms and promotes back office efficiency for all parties in the insurance channel. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Pr...
2020-02-21
35 min
The Insurance Podcast
Trulfa and Broker Technology
Broker technology comes in many forms but Sherif Gemeyal has been a pioneer in the next phase of the customer-facing insurance experience. Sherif and Marnie Osborne share their experience with how the broker distribution channel is changing and where they see the biggest opportunities for insurance companies and their partners. Their company Trufla Technology has more than a few ideas for both brokers and insurers to change. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2020-02-12
46 min
The Insurance Podcast
John Taylor- CEO OMIA
There's a perception about the mutual insurers but John Taylor, CEO of OMIA, is ready to dispel it. These aren't smaller companies filling a niche, rather they are a group of long-standing innovators that have served segments of the economy developing products and solutions for over 100 years. John explains why mutuals of all sizes have a role and how they not only help the marketplace but also many communities outside of the major urban centres. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Not...
2020-02-06
50 min
The Insurance Podcast
Social Responsibility Matters- Catherine Brown, Aviva
All corporations are using social responsibility as part of their brand value but no on within the insurance industry does it like Aviva. They started with the Aviva Community Fund and have now moved on to a new cause, Take Back our Roads. This cause is bigger than simple road safety, its about engagement with many stakeholders to find solutions to problems with road design, traffic flaws, and of course safety. Catherine Brown, VP of Marketing & Social Responsibility explains Aviva's next cause and how they are tackling an issue that is has so many layers to manage before change happens. Ple...
2020-01-24
30 min
The Insurance Podcast
AJ Altman- CEO Hover
AJ Altman, the CEO and founder of Hover is happy to change the parts of the insurance industry, in fact he's inspired to do so for all the right reasons. AJ has a incredible story about inspiration and risk and not how to look at risk as insurance professionals do. He also shares his fears and how they drive him More importantly his view of how insurance can work is shaped around efficiency and C-sat, 'customer satisfaction' and that's a far more specific target than 'engagement' or 'experience'. Hover's 3D geo-spatial technology will influence insurance and probably in ways we ca...
2020-01-17
36 min
The Insurance Podcast
Boost & Tryg an AI partnershiop
It's one thing to talk to a company developing AI technology but to talk with their key customer is another thing but that's what happened in this episode when the co-founder of Boost AI, Henry Vaage Iversen and the Business Efficiency Lead from Tryg, Benjamin Alex agreed to record. This was a trans-Atlantic recording and a ton of fun to talk about how a company took leading edge artificial intelligence and applied it to their business model. The results speak for themselves and they will surprise you too as it was the team at Tryg who found the most benefit an...
2020-01-10
39 min
The Insurance Podcast
Valerie Fehr, My Mutual Insurance
Innovation does not have to come from the 'big guys' when it comes to insurance companies and Val Fehr, CEO of My Mutual Insurance is proof. Val's beliefs formed a long time ago and once the chance arose was able to put them into place to create a flat management style operation that puts people first. In many ways that's a refreshing change in the hyper-tech driven space of insurance and Val explains why relationships matter as much as technology, and in some cases even more. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. Se...
2019-12-19
31 min
The Insurance Podcast
Mark Evans: the new age of insurance sales
Insurance sales always seemed complicated until Mark Evans from Standard Sales reached out. As the guest on this episode, Mark explains how creating the right experience with innovative touch points, value mapping the customer experience, and thinking how you can transform your customers are all tactics for a great sales strategy. Yes, this is all about insurance too! Mark's energy is as contagious as the wisdom he shares! Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2019-11-29
41 min
The Insurance Podcast
David Ferriero: Insurance with values
Insurance can be seen as a ruthless business and at times it is, but David Ferreiro from USI Insurance Services has a different view. David explains how brokers can insure to their values and how empowering the next generation to see that possibility can bridge the divide between the old guard and millennials. Everything with the insurance industry is in a state of change and David has great insight on how to prosper while being true to what you as a broker believe. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at...
2019-11-17
39 min
The Insurance Podcast
IBAO BIP Talks: Future of Insurance Regulation
While insurance regulation may not be the most glamorous subject the new regulator for Ontario's FSRA branch Tim Bzowey might be able to change that perception. With IBC's Don Forgeron asking the questions Tim explains his philosophy, his views and how a regulator can serve as an advocate for all interested parties with respect to insurance products. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2019-11-13
38 min
The Insurance Podcast
IBAO BIP Talks: The Talent Pipeline
Recruitment and holding on to talent is everything in the insurance industry right now and the IBAO 2019 Convention delivered the "Talent Pipeline" Tip Talk. This talk featured three leaders around talent and the insurance industry: JOHN MCNEIL – PROGRAM COORDINATOR & PROFESSOR, HUMBER COLLEGE, INSURANCE MANAGEMENT POST GRADUATE CERTIFICATE PROGRAM TREVOR MCINTOSH – HEAD OF TALENT AND CULTURE, ZENSURANCE PAGE FORRON – OPERATIONS AND MARKETING LEAD, MCCONVILLE OMNI INSURANCE BROKERS Sit back and learn how attracting and keeping the next generation fo great insurance talent starts now and what your organization has to do to be attractive. Please rate, review and follow the podcast! See omny...
2019-11-08
40 min
The Insurance Podcast
IBAO 2019 CEO Panel Sessions
A round table discussion featuring 5 of Canada's top insurance companies executives including: Carol Jardine, Rowan Saunders, Bob Tisdale, Heather Masterson, and Louis Gagnon. With two sessions featuring commercial and personal lines subjects the 'podcast' put the executives on the hot seat to discuss the major topics in the industry today. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2019-11-06
1h 30
The Insurance Podcast
IBAO BIP Talks with Ginny Roth on Political Climate post-election
Fresh off Canada’s 2019 Federal Election mid-October, Ginny joins us to explain how election results will impact both Canada and the province of Ontario, focusing on the implications to small and large businesses and the broader insurance industry. Having worked at Queen’s Park as party organizer for the Progressive Conservative Party of Ontario and appearing as panelist and contributor on CTV and City TV, Ginny focuses on the disruptive economy space, helping clients navigate regulatory and legislative challenges and various political issues within today’s landscape. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy inform...
2019-10-31
35 min
The Insurance Podcast
IBAO BIP Talks with the Water Brothers
For many Canadians, the impacts of climate change are associated with the Arctic or low-lying tropical Pacific islands flooded by rising sea levels—a mindset that causes complacency and unpreparedness as Canadian households become increasingly vulnerable to the effects of climate change. In this talk, hosts of TVO series The Water Brothers break down how Canadians are being impacted by flood and extreme weather, how Ontario can address its aging water infrastructure and what brokers can do to spread awareness and champion the charge to solve this national and global challenge. Please rate, review and follow the podcast! See omnystudio.co...
2019-10-29
11 min
The Insurance Podcast
IBAO BIP Talks with Andrew Au
Marketers have shifted from mass to millennial—a generation in the thick of life’s biggest moments, claiming their position as head of household—and every brand is competing for their attention. Learn Andrew’s winning formula for millennial engagement based on his research and experience working with some of today’s largest brands including Microsoft, 3M and Scotiabank. Find out the latest in lifestyle habits, psychographic insights, social media trends, shopping habits and breakthrough marketing strategies to help your brokerage successfully target this growing demographic. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privac...
2019-10-27
44 min
The Insurance Podcast
IBAO19 BIP Talks One on One
Almost live from the IBAO 2019 convention in Toronto is the recap of the BIP talk guests featuring The Water Brothers on climate change, Andrew Au on marketing to millennials, Ginny Roth on the federal election and political action, Tim Bzowey on regulation and John McNiel, Trevor McIntosh and Page Forron talking about managing the talent pipeline for your operation. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2019-10-24
44 min
The Insurance Podcast
Bob Tisdale COO Pembridge Insurance
When you get a chance to talk to someone with Bob Tisdale's experience and wisdom you jump at it. With his recent retirement announcement and legacy with Pembridge Insurance having Bob as a guest was a real coup. Bob's career has taken him to many places and he talks about that journey the journey's he and his wife hope to take in retirement and shares a why he still believes the broker channel is the best channel for consumers with their insurance purchasing needs. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy P...
2019-10-23
57 min
The Insurance Podcast
ITC 2019 Revisited
The final installment talking about #ITC2019 what was learned and experienced. This episodes features guests from GIC, IBM, Life.io, Core Logic, Hover, Anthemis and Bold Penguin. Trying to make sense of what is at Insuretech Connect is hard at the best of times but after talking to many people it seems a general theme and idea emerged. Using technology and services to reduce friction points to improve and expand the customer experience on the front and back end. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/priv...
2019-10-17
32 min
The Insurance Podcast
Colin Simpson IBAO CEO
The IBAO convention is coming up on October 23rd and 24th and we'll be there to capture the entire event but before that Colin Simpson, IBAO CEO is the guest. There are plenty of issues surrounding the insurance industry and Ontario right now and Colin provides a nuanced contextual view of issues affecting insurance brokers. We talk about the upcoming convention, politics, regulation, technology, customer experience, the CEO Panel, education, and other issues affecting the insurance industry. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and Cal...
2019-10-09
40 min
The Insurance Podcast
Broker Roundtable at Wet Republic
What happens after day one at Insuretech Connect? It's late afternoon in Las Vegas the skies are clear and air is warm so insurance folks head to the pool deck to unwind and decompress. So I pulled out a couple of microphones and started recording the thoughts of some of Canada's leading brokers with their guard down. This is raw, it's honest, and the audio is far from ideal but content is amazing so persevere and hear what the best are thinking. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at htt...
2019-10-03
20 min
The Insurance Podcast
Brent Closs CAA Marketing Academy
CAA is launching a marketing program exclusively for insurance brokers and Brent Closs from CAA talks about why the broker distribution channel requires a specific set of marketing skills. How do you ask the right questions when using marketing services and what services do brokers need? Hear what Brent and CAA think about what brokers misunderstand about marketing and why your producers and marketing teams need to be aligned to the same goals. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht...
2019-09-27
37 min
The Insurance Podcast
John McClelland from miBroker
In this episode John McClelland founder of miBroker talks about how building an online insurance solution requires understanding how 'digital natives' behave. John Also shares his wisdom about how using various insurer innovation labs helped him develop his service and what he learned through the shared experience with other brokers. There's more than simply a digital insurance service model here, as John talks about his evolution and how figuring out what is viable is as important as making sure people trust your new business as much as the old one. Please rate, review and follow the podcast! See omnystudio.com/li...
2019-09-19
37 min
The Insurance Podcast
Elias Puurunen on Cyber Security for Insurance Professionals
What do insurance broker and agents really know about advising cyber insurance products? Are they aware of what the risks and perils really are? Elias Puurunen of Northern HCI Solutions explains how the threat vectors in the cyber world are very different from traditional risks? Do you know what an NCF is or how the Happy Meal Hack works? This episode delivers information insurance professionals can use to inform clients and be better advisors when it comes to cyber coverage. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com...
2019-09-06
48 min
The Insurance Podcast
Podcast Collision: Jason Cass Agents of Influence
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.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Not...
2019-08-30
1h 01
The Insurance Podcast
Rosa Nelson the Claims Experience
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 and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy an...
2019-08-23
44 min
The Insurance Podcast
Jennifer Linton CEO Fenris Digital
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 customers in new ways that can lead to a much improved insurance business. Please rate, review and follow the podcast! See omnystudio.c...
2019-08-13
49 min
The Insurance Podcast
Graham Haigh - Wawanesa
Graham Haigh joins Pete Tessier to discuss Wawanesa, the state of insurance in Canada, technology and innovation. Graham expands on the challenges in the marketplace and explains some the decision making to stop being a direct to consumer company in Quebec. Please rate, review and follow the podcast! See omnystudio.com/listener for privacy information. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2018-10-16
50 min