The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!
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CPCU Podcasts
This blog delivers a complete selection of all podcasts produced for the American Institute for CPCU and the Insurance Institute of America, on the web at http://www.aicpcu.org
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This blog delivers the Ethics Podcasts of the American Institute for CPCU and the Insurance Institute of America, on the web at http://www.aicpcu.org
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Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illiohan - PIR Ep. 693
39:16
39:16
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39:16Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illioham, GM at LINKITSYSTEMS. We chat about Donna, the perfect AI sales assistant for sales reps on the go. There are few episodes where I'm literally going "When can I have this?" and this was one of those episodes! Having trouble getting your sales people to fill in the CRM? This is the so…
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Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F" - PIR Ep. 690
47:00
47:00
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47:00Tony chats with Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F". We discuss Marc's amazing book which tells the story of Crum & Forster and has wonderful lessons for everyone in insurance. If you are a current insurance leader, you should read this book. If you are a young insurance professional, you should read this book. …
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David Carothers, Principal at Florida Risk Partners - PIR Ep. 688
58:18
58:18
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58:18Tony chats with David Carothers, Principal at Florida Risk Partners about his agency and his many, many other projects in the world of insurance agencies and producers. This is a MUST NOT MISS episode for anyone in the agency and brokerage side of insurance! David Carothers: https://www.linkedin.com/in/davidrcarothers/ Video Version: https://youtu.…
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Nichole Myers, Chief Underwriter at Ethos Technologies - Ep. 687
42:31
42:31
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42:31Tony chats with Nichole Myers, Chief Underwriter at Ethos Technologies. They are a digital distributor and a TPA for life insurance carriers. They are also an incredible marketing organization. They do all the front end magic that needs to be done to bring customers into the pipeline, then they run them through a wonderful waterfall that ends with …
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Amir Prodensky Co-Founder and CEO at Strada - PIR Ep. 686
31:19
31:19
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31:19Tony chats with Amir Prodensky Co-Founder and CEO at Strada, they are the phone AI platform for insurance. Primarily they work with carriers and MGAs helping their sales and marketing team grow their agency channel. They help them stand up AI agents that handle a lot of the phones calls they want to make and don't have time or people to do them. Fo…
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Danish Yusuf, CEO and Founder at Zensurance - PIR Ep. 684
42:01
42:01
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42:01Tony chats with Danish Yusuf, CEO and Founder at Zensurance, a Toronto based company who for 9 years has been serving small business owners as a broker and an MGA. They provide an honest, simple, and transparent experience for small business owners to directly get insurance, understand their coverage, manage the policy, and handle their claims the …
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Paul Drake, Founder at Adventus AI - PIR Ep. 683
41:45
41:45
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41:45Paul Drake, Founder at Adventus AI, they help commercial and personal lines brokers who write a lot of property risks put together the most complete submission that wins with an underwriter. The primary means by which they do this is by using AI to bring in all available data, extract the correct property information about a particular property or …
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Francisco Lopes, Co-Founder and CEO at Sonant AI - PIR Ep. 682
18:56
18:56
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18:56Tony chats with Francisco Lopes, Co-Founder and CEO at Sonant AI, they build AI receptionists for P&C insurance agencies. They create AIs that really sound human, with no lag, and is able to take the requests, recognize the phone number that is calling, create a personal touch, and act as needed. After the call you get the summary of your interacti…
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Doug Ver Mulm, CEO and Co-Founder at Turris - PIR Ep. 681
38:20
38:20
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38:20Doug Ver Mulm, CEO and Co-Founder at Turris, they are focused on solving the problems of the MGA space. They have built everything from the ground up from the perspective of people who actually ran an MGA. They are working on automating anything on the back office related to agency relationships for MGAs or Carriers. Doug Ver Mulm: https://www.link…
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Maggie Buchanan and Martin Calhoun at Residence - Ep. 680
38:16
38:16
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38:16Tony chats with Maggie Buchanan and Martin Calhoun at Residence, an insurtech that partially exists because of this show, AND is trying to go after a crucial problem with an innovative solution. Residence insurance prevents people from getting evicted in case of a qualifying economic hit like getting fired or an unexpected illness. This is an amazi…
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Nick Reed, Managing Director and Toby Harvey-Sholes, Head of Consulting at Ninety - PIR Ep. 679
29:34
29:34
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29:34Tony chats with Nick Reed, Managing Director and Harvey Sholes, Head of Consulting at Ninety Innovation. They are the insurance innovation experts. They launched 12 years ago and have done 400 different projects for 60 carriers across all lines, all classes, and all geographies. They help insurance companies launch new ideas to market, build the ca…
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Andrew Townsend and Ryan Muir - PIR Ep. 678
24:40
24:40
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24:40Tony chats with Andrew Townsend, Marketing Operations Manager at Smarty and Ryan Muir, Senior Product Marketing Manager at Smarty. They are an address location intelligence company. They do geocoding helping you find the exact coordinates of any address. Their autocomplete helps forms get completed faster when it comes to addresses. They can help y…
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Cortney Helfrich, Chair of the RISE Education Committee - PIR Ep. 677
23:16
23:16
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23:16Tony chats with Cortney Helfrich, Chair of the RISE Education Committee, they have been doing AWESOME work that you should not miss. They are starting to create an Introductory Certificate Program for Insurance which will cover Auto, Property, and Subrogation with much more to come. Cortney Helfrich: https://www.linkedin.com/in/cortney-helfrich-scl…
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Tony chats with David Schraub, a credentialed actuary in both the US and Europe, who now runs a consulting firm specializing in AI ethics. A fascinating episode that is embarrassingly late in being released. David Schraub: https://www.linkedin.com/in/davidschraub/ David Schraub Actuarial Consultancy: https://www.davidschraubactuary.com/ Video Versi…
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Luis Diaz, Founder & CEO at ClaimMentor - PIR Ep. 676
39:59
39:59
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39:59Tony chats with Luis Diaz, Founder & CEO at ClaimMentor, they are a reimagined solution for claims recoreded statements handling everything from scheduling to an intelligent summary of the meeting. Your average adjuster spends 2 to 2/12 hours per day just on scheduling calls. That gets automated with ClaimMentor. They then guide the adjuster on wha…
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Yandy Plasencia, Founder & CEO at DataHaven Software - PIR Ep. 675
34:27
34:27
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34:27Tony chats with Yandy Plasencia, Founder & CEO at DataHaven Software, they are a core infrastructure company solving the foundational data problem. They live in the intersection of carriers and TPAs. Core focus on making sure the foundational data they make sure there are no data silo. If there is no fully automated data lakehouse yet, they can bui…
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Paul Richardson, Founder & CEO at Tumbleweed - PIR Ep. 672
35:30
35:30
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35:30Tony chats with Paul Richardson, Founder & CEO at Tumbleweed, they are a digital solution to help support comprehensive legacy planning under the tagline that a life well planned is a life well lived. Paul Richardson: https://www.linkedin.com/in/paulhrichardsonjr/ Tumbleweed: https://tumbleweedplan.com/ Video version: https://youtu.be/An6YYyTBH8M…
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Wendy Davis Johnson, Author of Brian Duperrealt Biography - PIR Ep. 671
44:02
44:02
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44:02Tony chats with Wendy Davis Johnson, Author of "Faith & Purpose: The Life and Vision of Insurance Icon Brian Duperrealt. A cannot miss conversation about the most important insurance biography of our time. Wendy Davis Johnson: https://www.linkedin.com/in/wendy-davis-johnson-b2040a34/ Faith & Purpose: https://duperreaultbio.com/how-to-order-faith-pu…
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Rick Pannu, Co-Founder and CEO at Trajan AI - PIR Ep. 670
32:21
32:21
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32:21Tony chats with Rick Pannu, Co-Founder and CEO at Trajan AI, they profile risks specially construction risks for WC, GL, Builder's Risk, Wraps, and more. They build AI Agents for underwriting and auditing of construction risk. Currently construction risks are underwritten mostly from historical losses with very little being used from the applicatio…
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Josh Schlessinger, President, CEO & CoFounder at Continue On - PIR Ep. 670
37:17
37:17
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37:17Tony chats with Josh Schlesinger, President, CEO & CoFounder at Continue On, it started as a SAAS platform licensed to auto insurance companies to disrupt the rental reimbursement space using Uber and Lyft instead. They have since transitioned instead of offering it as part of the claims process, now it's offered as Continued Mobility for side of t…
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Will Ross, CEO and Co-Founder at Federato - PIR Ep. 669
21:56
21:56
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21:56Tony catches up with Will Ross, CEO and Co-Founder at Federato about two incredible new products Federato is launching. Federato is an underwriting platform focused on helping organization win the right deals faster and help you systematize winning. Will digs deep into their two new products: Submission Triage and Orchestrate. Will Ross: https://ww…
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Mark Miller, Founder at InsureVision.AI - PIR Ep. 668
34:21
34:21
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34:21Tony chats with Mark Miller, Founder at InsureVision.AI, they are a state of the art transformer AI which turns video into a measure of risk which helps you understand driver claims, improve driver quality, save lives, save money, and make your community safer. Mark Miller: https://www.linkedin.com/in/mark-miller-81a89b149/ InsureVision.AI: https:/…
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Dan Roselli and Sara Garces Roselli at Rev Tech Labs - PIR Ep. 667
24:32
24:32
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24:32Tony chats with Dan Roselli and Sara Garces Roselli at Rev Tech Labs, a vertically focused fintech and insurtech accelerator program. They are on cohort 22! They recruit people from all over the world to start their business and grow! Dan Roselli: https://www.linkedin.com/in/danielroselli/ Sara Garces Roselli: https://www.linkedin.com/in/sarag1/ Re…
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Arvind Sontha, Founder and CEO at Kyber - PIR Ep. 665
50:01
50:01
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50:01Tony chats with Arvind Sontha, Founder and CEO at Kyber, AI native document generation and delivery platform that helps claims teams instantly draft, review, and send claims forms and correspondence, especially complex claims letters. Then you backstop that with a full highly auditable, deeply transparent, integrated real-time collaborative editor,…
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Kyle Geoghan, Co-Founder and CEO at Indemn - PIR Ep. 664
50:22
50:22
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50:22Kyle Geoghan, Co-Founder and CEO at Indemn, an AI agents platform focused solely on insurance enabling MGAs, insurance carriers, and brokerages to build AI agents that people can call, text, or email to help with sales and service workloads. This is not only an amazing technology, but also an amazing conversation. You don't want to miss this one! K…
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NavaJeevan Rajaiah, Founder & CEO at InsOps - PIR Ep. 663
35:11
35:11
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35:11Tony chats with NavaJeevan Rajaiah, Founder & CEO at InsOps, an insurtech focused on helping P&C insurers fully transition data away from legacy systems. They help their customers sunset their legacy system by taking their data from the old system and seamlessly putting it into the modern platform of their choice. Using AI they do it exponentially …
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Catrin Townsend, Director of Education at PriceWriters and Author - PIR Ep. 662
35:33
35:33
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35:33Catrin Townsend, Director of Education at PriceWriters and Author of "A Risky Business: An Actuary's Guide to Quantifying and Managing Risk in Society". We talk about her career, how she fell in love with insurance, especially the actuarial profession, and her book. Catrin Townsend: https://www.linkedin.com/in/catrin-townsend-608b44234/ A Risky Bus…
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Shannon Elsea, Founder SettlementDoneEasy - PIR Ep. 661
23:36
23:36
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23:36Tony chats with Shannon Elsea, Founder SettlementDoneEasy. Checks have largely disappeared in the regular economy, but they continue to be the norm in paying out insurance settlements in attorney-represented claims. The process hasn't changed much in decades and that's what SettlementDoneEasy fixes. Last year in the US, over $1 billion worth of che…
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Jack Miller, Co-Founder and CEO at nettle - PIR Ep. 660
26:10
26:10
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26:10Tony chats with Jack Miller, Co-Founder and CEO at nettle, they work in commercial insurance helping underwrite large assets like factories, marine vessels or oil rig by enabling the Risk Engineering process to be done much more efficiently and effectively. Jack Miller: https://www.linkedin.com/in/jack-nettle/ nettle: https://www.getnettle.com/ Vid…
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Mike Gulla, CEO and Co-Founder, Adaptive Insurance - PIR Ep 659
36:50
36:50
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36:50Tony chats with Mike Gulla, CEO and Co-Founder, Adaptive Insurance, they are an AI technology platform that is creating climate resiliency products for commercial businesses across the US. Starting with a suite of parametric products allowing customers to get short duration products for different things that will impact the financial resilience of …
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Amy Cooper, Founder at RISE - Rising Insurance Star Executives - PIR Ep. 658
25:28
25:28
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25:28Tony chats with Amy Cooper, Founder at RISE, about the upcoming RISE Leadership Summit & Award Gala in Fort Lauderdale and so much more about this incredible organization! Amy Cooper: https://www.linkedin.com/in/amy-sarah-cooper/ RISE Leadership Summit & Award Gala: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/ RISE: http…
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Tony chats with Jon Lincoln who had a couple of successful insurtech exits and is now running a successful startup in the ecommerce/non-profit space about everything he learned along the way. What an episode! This one is a cannot miss! Jon Lincoln: https://www.linkedin.com/in/jonlincoln/ Video Version: https://youtu.be/3IbPa-b2HE4…
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Adam Chadroff, Principal Insurance at Equal Ventures - Ep. 656
15:51
15:51
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15:51Tony chats with Adam Chadroff, Principal Insurance at Equal Ventures about the upcoming Insurance Capital Summit coming up in NYC on May 8th Adam Chadroff: https://www.linkedin.com/in/adam-chadroff/ Insurance Capital Summit: https://www.ics.equal.vc/ Video Version: https://youtu.be/PDG0yolbdesBy Insurance Nerds
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CJ Hutsenger, Co-Founder at Referral Radar - PIR Ep. 655
26:23
26:23
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26:23Tony chats with CJ Hutsenger, Co-Founder at Referral Radar, an incredible new tools built for insurance agents, by insurance agents, helping them find referral partners. Not just referral partners, but the right referral partners. Every real estate agent and mortgage broker talks a big game on instagram and facebook, they kind of have to, but that'…
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Christian Brindle, CEO of Seven Figures Medicare Training - PIR Ep. 654
50:03
50:03
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50:03Christian Brindle, CEO of Seven Figures Medicare Training, Lead Heroes, Hire Heroes, and the Seven Figure Medicare Summit. They help medicare focused agencies in all sorts of ways. Started with his own agency, and then growing by helping other agencies. Seven Figure Medicare Training provides training and a giant facebook group. Then they merged wi…
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Rashmi Melgiri, Co-Founder and CEO at Functional Finance - PIR Ep. 653
24:22
24:22
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24:22Tony chats with Rashmi Melgiri, Co-Founder and CEO at Functional Finance, an automated finops platform for the P&C industry. They simplify and unify all things related to financial management for insurance companies. Insurance is full of manual reconciliation processes, but it doesn't have to be! Rashmi Melgiri: https://www.linkedin.com/in/melgiri/…
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The Society of Insurance Research (SIR) and their Annual Conference - PIR Ep. 652
20:07
20:07
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20:07Tony chats with Amelia Fitch and Jennifer Chase about The Society of Insurance Research (SIR) and their upcomming Annual Conference May 4-6th in Chicago, IL. I had never heard of SIR and I'm so excited to learn about this organization. Whether you're "big R" Research (with the word in your job title) or "little r" research (the kind we all do), if …
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Jim Sorebo, Positivity Warrior, Author & Speaker - PIR Ep. 651
33:35
33:35
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33:35Tony chats with Jim Sorebo, Positivity Warrior, Author & Speaker about his life and his new book "Positivity Warrior: Strength through sorrow. How a positive outlook can heal, inspire, and change your life." This is a wonderful and inspiring episode about Jim's difficult journey and how he turned it into a force for good. A cannot miss episode! Jim…
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Tom Wetzel, President of Thomas H. Wetzel and Associates - PIR Ep. 650
32:09
32:09
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32:09Tony chats with Tom Wetzel, President of Thomas H. Wetzel and Associates. Tom educates agents on how AI can help operate their agencies more efficiently and also on the cybercrime threat that comes with it. Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/ Video Version: https://youtu.be/bSCQU9QiMZI…
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Travis Pine, Founder CEO & Justin Waters, SVP Client Relations HO at Solstice Innovations - PIR 649
45:42
45:42
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45:42Tony chats with Travis Pine and Justin Waters at Solstice Innovations, originally coming from the Flood space, they have developed a complete insurance technology ecosystem for Flood, Homeowners, and all other P&C lines. A one-stop shop, holistic system that handles policy billing, underwriting, claims, documents, etc. A very robust and highly conf…
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Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants - PIR Ep. 648
41:39
41:39
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41:39Tony chats with Somil Jain, Principal & Sr. Consultant at Lewis & Ellis Actuarial Consultants. Somil is a creative P&C actuary specializing in helping create new MGAs. I learned a lot about what actuaries do, how MGAs work, and how new technology has enabled the creation of so many new MGAs. Somil Jain: https://www.linkedin.com/in/somiljainconsulti…
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Dan Schuleman, Co-Founder and CEO at Qumis - PIR Ep. 647
18:14
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18:14Tony chats with Dan Schuleman, Co-Founder and CEO at Qumis, an AI platform built by experts for experts that helps read and interpret insurance policies. Dan was an insurance coverage attorney frustrated by how manual the process was so we built the tool he wish existed when he started. Dan Schuleman: https://www.linkedin.com/in/danielschuleman/ Qu…
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Risa Ryan, Founder and CEO at UnRetire - PIR Ep. 646
27:03
27:03
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27:03Tony chats with Risa Ryan, Founder and CEO at UnRetire, a platform that connects companies in the insurance industry that has project work needing to get done, with retirees with valuable experience who want to stay active. Risa Ryan: https://www.linkedin.com/in/risa-ryan-8b653417/ UnRetire: https://unretire.io/ Video Version: https://youtu.be/mTxo…
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Abdul Yusuf, CEO and Co-Founder at EyeFootage - PIR Ep. 645
17:44
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17:44Tony chats with Abdul Yusuf, CEO and Co-Founder at EyeFootage. They are building a marketplace where claims adjusters and attorneys can buy videos of car accidents they are working on settling. In a world filling up with cameras, many accidents are caught on camera, but they were not easily accessible before EyeFootage came around. Abdul Yusuf: htt…
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Todd Schuchart, Founder at Razor Ridge Leads - PIR Ep. 644
33:51
33:51
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33:51Tony chats with Todd Schuchart, Founder at Razor Ridge Leads, they started as a life insurance leads company and has grown into a done-for-you leads program that can manage your entire leads program. They also offer a CRM with conversational AI tools to help them nurture their leads. Their leads are exclusive and SMS verified. They also don't resel…
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Alexis Vaughn, Author of "Insurance Distribution of the Future" - PIR Ep. 643
22:41
22:41
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22:41Tony chats with Alexis Vaughn, Author of "Insurance Distribution of the Future". Alexis brings her extensive experience in multiple areas of insurance and has put it into her new book. The book is an interactive guide for agents and brokers, new insurtech founders, people new to the industry, and industry professionals wanting to learn more about w…
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Stephanie Mier PIR, Chief Insurance Officer at ServiceUp - Ep. 642
18:56
18:56
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18:56Tony chats with Stephanie Mier PIR, Chief Insurance Officer at ServiceUp, an all-in-one digital platform for all things auto repair, from fleet to consumers and everything in between. Their focus is decreasing cycle time and severity when it comes to auto claims. ServiceUp holds your insured's hand through the repair process, with 24/7 updates and …
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Kevin May, Chief Strategy Officer at GIGAFORCE - PIR Ep. 641
26:18
26:18
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26:18Kevin May, Chief Strategy Officer at GIGAFORCE, a technology company focused on reimagining the subrogation workforce, which also affects the claims workforce. They can help in everything from identifying losses with subro potential at FNOL all the way through the process. I learned a LOT about subro in this conversation. Kevin May: https://www.lin…
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James Benham, CEO & Co-Founder at Terra - PIR Ep. 640
44:43
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44:43Tony chats with James Benham, CEO & Co-Founder at Terra, they are a next-generation cloud-native AI-enabled claims and policy core platform for work comp first organizations. They pride themselves with being far easier to use, far easier to sign up, far easier to set up than the competition. This was a fascinating conversation about core systems th…
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Cyrus Jaffery, Founder and CEO at Quotamation - PIR Ep. 639
24:18
24:18
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24:18Cyrus Jaffery, Founder and CEO at Quotamation, built by insurance agents for insurance agents, they built a tool to make it easy for consumers and agents to do home and auto quotes within 60 seconds. It makes everybody's life much easier when quoting home and auto with a beautiful UI. Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-0284036…
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