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The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, ...
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The Banking on Data podcast is for community bank and credit union leaders who understand that the future of financial services is powered by data. Hosted by Ed Vincent, CEO of Lumio Solutions, this podcast offers executive-level insights into how financial institutions can leverage business intelligence, data strategy, and advanced analytics to drive performance, manage risk, and unlock growth opportunities. Each episode features conversations with industry leaders, data experts, and financ ...
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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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PeerView Clinical Pharmacology CME/CNE/CPE Video

PVI, PeerView Institute for Medical Education

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PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
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PeerView Oncology & Hematology CME/CNE/CPE Audio Podcast

PVI, PeerView Institute for Medical Education

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PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
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PeerView Oncology & Hematology CME/CNE/CPE Video Podcast

PVI, PeerView Institute for Medical Education

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PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
  continue reading
 
Artwork

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PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast

PVI, PeerView Institute for Medical Education

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Weekly+
 
PeerView (PVI) is a leading provider of high-quality, innovative continuing education (CME/CE/CPE and MOC) for clinicians and their interprofessional teams. Combining evidence-based medicine and instructional expertise, PeerView activities improve the knowledge, skills, and strategies that support clinical performance and patient outcomes. PeerView makes its educational programming and expert-led presentations and symposia available through its network of popular podcast channels to support ...
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In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustra…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/PSM865. C…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/PSM865. C…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/PSM865. C…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/PSM865. C…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/TBU865. CME/MO…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/TBU865. CME/MO…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/TBU865. CME/MO…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME information, and to apply for credit, please visit us at PeerView.com/TWU865. CME credit will…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME information, and to apply for credit, please visit us at PeerView.com/TWU865. CME credit will…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/KFF8…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/KFF8…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/TBU865. CME/MO…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA information, and to apply for credit, please visit us at PeerView.com/KPN865. C…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/JZU8…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA information, and to apply for credit, please visit us at PeerView.com/KPN865. C…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/JZU8…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/KFF8…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/KFF8…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes In this episode of Samantha Shares, we present an audio version of the Semiannual Risk Perspective from the National Risk Committee, Fall 2025, issued by the Office of the Comptroller of the Currency. This report provides a comprehensive overview of conditions in the federal…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/MYA865. C…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME information, and to apply for credit, please visit us at PeerView.com/KGS865. CME credit will…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/ASWB-ACE/APA/IPCE information, and to apply for credit, please visit us at Peer…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME information, and to apply for credit, please visit us at PeerView.com/KGS865. CME credit will…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/MYA865. C…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/NCPD/AAPA/ASWB-ACE/APA/IPCE information, and to apply for credit, please visit us at Peer…
  continue reading
 
Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency. The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems inst…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Changes for Guidance on Response Programs for Unauthorized Access to Member Information and Member Notice – 12 CFR 748 Appendix B NCUA is proposing to remove Appendix B to part 748, guidance on response programs for unauthorized access to member information and member notice, from the …
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ "Most banks maintained relatively consistent reliance on Federal Home Loan Bank advances — including during periods of financial stress." — Government Accountability Office The GAO just dropped a detailed report examining the Federal Home Loan Bank system during COVID-19 and the March …
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In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing cove…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete EBAH/CME information, and to apply for credit, please visit us at PeerView.com/BNE865. EBAH/CME c…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete EBAH/CME information, and to apply for credit, please visit us at PeerView.com/BNE865. EBAH/CME c…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete EBAH/CME information, and to apply for credit, please visit us at PeerView.com/BNE865. EBAH/CME c…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/CC/AAPA information, and to apply for credit, please visit us at PeerView.com/ZYK865. CME…
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This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/CC/AAPA information, and to apply for credit, please visit us at PeerView.com/ZYK865. CME…
  continue reading
 
This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups. For the full presentation, downloadable Practice Aids, slides, and complete EBAH/CME information, and to apply for credit, please visit us at PeerView.com/BNE865. EBAH/CME c…
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