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Profiles in Risk

Latest episodes

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Jul 2, 2025 • 31min

Jerry Chien, CEO at Jump Point - PIR Ep. 703

Jerry Chien, CEO at Jump Point, they are building the insurance infrastructure of tomorrow built from the ground up from AI first perspective. It helps brokers and insurance companies automate their workflows, gain access to their data that is trapped in all their documents, and build an interface that is transformative to the way you run your operations. You can run your entire operation from voice and text prompts! 🤯 A cannot miss episode!Jerry Chien: https://www.linkedin.com/in/jerrychienx/Jump Point: https://www.jumppoint.ai/Video Version: https://youtu.be/j-dPGIGd_rw
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Jul 1, 2025 • 36min

Jacquie Legrand, CEO & Co-Founder at MAPTYCS - PIR Ep. 702

Tony chats with Jacquie Legrand, CEO & Co-Founder at MAPTYCS, they are focused on using geospatial analytics to assess property and climate risk. They offer a web based solution for property risk management and exposure analytics. It the platform you can combine, visualize, and analyze your property portfolio data with multiple a la carte specialty data sets from different third-party providers. This is INCREDIBLY powerful!Jacquie Legand: https://www.linkedin.com/in/jacqueline-legrand-2806291/MAPTYCS: https://maptycs.com/Video Version: https://youtu.be/xe_sgCuTDAQ
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Jun 26, 2025 • 25min

Joel Gendelman, CEO and Founder at n2itive - PIR Ep. 701

Tony chats with Joel Gendelman, CEO and Founder at n2itive, they are 100% focused on improving recorded statements. Adjusters chat with the claimants to get the story from the horse's mouth shortly after the loss happens and they record it. This is basically a CRM for recorded statements, already in use at 35 carriers and with 3 of the top 10 carriers. It allows adjusters to reliably and easily record the statement, they gets stored, transcribed, and most importantly transformed by AI and unlocking the content of the conversations and making that data available to make the best decisions and make adjusters more efficient. The adjuster doesn't have to even type notes, the system guides them through it. This data is the most untapped data in the claims side of insurance. A must listen to episode!Joel Gendelman: https://www.linkedin.com/in/joeldgendelman/n2itive: https://n2uitive.com/
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Jun 25, 2025 • 42min

Sam Broomer, President of Embedded Parametric Solutions at NormanMax - PIR Ep 700!

Tony chats with Sam Broomer, President of Embedded Parametric Solutions at NormanMax Insurance Solutions, they help solve this growing gap of economic loss relative to insurance coverages. Parametric solves a real challenge for both consumers and businesses. On the consumer side they're creating coverages that didn't exist before, all of it with the fast speed of parametric. On the Homeowner side they help cover your deductible. On the commercial property side there are a whole bunch of other issues that can be addressed with parametric. A must not miss episode!Sam Broomer: https://www.linkedin.com/in/samuel-broomer-5997616/NormanMax Insurance Solutions: https://normanmaxinsurancesolutions.com/Video Version: https://youtu.be/-ikoUUCshd0
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Jun 24, 2025 • 47min

Daniel Smith, Co-Founder and CMO at Market Retrievers - PIR Ep. 699

Tony chats with Daniel Smith, Co-Founder and CMO at Market Retrievers, they are a digital marketing firm primarily focused on helping insurance organizations better tell their stories online and fetch their targets. First they help you map out a strategy and then execute on that strategy.Daniel Smith: https://www.linkedin.com/in/daniel-smith-retrievers/Market Retrievers: https://www.marketretrievers.com/Video Version: https://youtu.be/aGZ7P5r3fQA
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Jun 23, 2025 • 50min

Jerry Lujan, CEO at Elevation180 - PIR Ep. 698

Tony chats with Jerry Lujan, CEO at Elevation180, they are a performance coaching organization focused on Producers, helping them significantly grow their book of business in less time. They also have a program to help them grow their team.Jerry Lujan: https://www.linkedin.com/in/jerrylujan/Elevation 180: https://elevation180.com/AI Summary:Tony introduces the Profiles in Risk podcast, which has nearly 700 episodes and a large audience of insurance professionals. He welcomes Jerry Lujan, CEO of Elevation180, and they discuss the weather in Albuquerque and Tony's experience living in hot climates.Jerry's insurance background and challenges @ 1:34Jerry shares that he came from a third-generation insurance family, and it took him 17 years to build a $1 million book of business, working 100 hours per week. This led to a wake-up call from his young daughter about the lack of work-life balance.Developing a systematic approach @ 4:58After receiving coaching, Jerry was able to quadruple his book of business in half the time by becoming more systematic and focused. He learned to identify his ideal customer profile and ask better questions to understand his clients' needs.Transitioning to coaching @ 6:09Jerry's success and recognition as one of the 25 most innovative agents led to many inquiries from others seeking to replicate his approach. This inspired him to document his methods and start coaching other producers, eventually leading him to sell his agency and focus full-time on the coaching business.Elevation180's coaching program @ 11:06Jerry explains Elevation180's structured 2-year coaching program, which involves in-person sessions every quarter and monthly check-ins. The program has achieved an average 26% annual growth for participants, with some doubling or tripling their book of business.The role of human connection in the age of AI @ 45:48Jerry and Tony discuss the impact of AI and technology on the insurance industry, agreeing that the ability to connect emotionally with clients will be crucial for producers to thrive, even as AI handles more transactional tasks.Elevate180 and team development @ 50:28Jerry outlines Elevation180's Elevate180 program, which focuses on leadership development and helping teams and individuals identify the right roles and responsibilities to achieve sustainable performance.Video Version: https://youtu.be/Q8Ry-W_MMg4
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Jun 20, 2025 • 36min

Philip Charles-Pierre, CEO at Semsee - PIR Ep. 697

Tony chats with Philip Charles-Pierre, CEO at Semsee. On Hey #Insurance - Ep. 139 Tony reviewed a report from Semsee and then on PIR Ep. 341, Tony interviewed Philip Charles-Pierre about Semsee. Today we chat again about the new Semsee.Semsee is a commercial rating platform really focused on helping agents connect to carriers. Two things have evolved: They've added a lot more carriers and a lot more agents, over 6,000 agents now, over 20 lines of business, and over 50 carriers. The platform can help agents classify business and then find the right market of the risk, whether it's a carrier they already have, or going through Semsee Map they can find carriers they weren't familiar with. Larger brokers, MGAs, and carriers have started coming to Semsee to solve some of their challenges too.Philip Charles-Pierre: https://www.linkedin.com/in/philip-charles-pierre-4474a82/Semsee: https://semsee.com/
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Jun 19, 2025 • 45min

Jes La Russa - Ep. 695

Tony chats with Jes La Russa, Insurance Marketing Executive about her 20 year career in commercial insurance marketing, advice for the next generation, and her plans for what's next. A wonderful episode!Jes La Russa: https://www.linkedin.com/in/jeslarussa/Video Version: https://youtu.be/dzCIBVaQEC0
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Jun 19, 2025 • 32min

Chrysa Jones, Co-Founder and COO at StreamSettle - PIR Ep. 696

Tony chats with Chrysa Jones, Co-Founder and COO at StreamSettle, they are a triple blind deal detector. Currently being used between insurance adjusters and plaintiff attorneys to to help them reach settlements faster. Adjusters put in their true no BS top offer and the attorneys put in their true no BS bottom line. If there is a deal to be made the system detects it without people showing their cards!Chrysa Jones: https://www.linkedin.com/in/chrysa-jones-2a556a271/StreamSettle: https://streamsettle.com/Video Version: https://youtu.be/nfNBTpYk5XY
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Jun 19, 2025 • 52min

Jason Cass, Managing Partner at The Insurance Alliance - PIR Ep. 694

Tony chats with Jason Cass, Managing Partner at The Insurance Alliance. If you're not familiar with Jason Cass you're just not paying attention! They just published an amazing manual on AI for insurance agents. This is the first step in a 3 step process: 1. Manual. 2. Book. 3. Audio Book (different content from the book). You simply can't afford to miss this!Jason Cass: https://www.linkedin.com/in/jasondcass/AI Manual: https://agencyintelligencemanual.com/Video Version: https://youtu.be/s04Y7IuuMOw

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