Profiles in Risk

Insurance Nerds
undefined
Dec 15, 2025 • 51min

Diane Delaney, Executive Director at PRMA - PIR Ep. 773

Tony chats with Diane Delaney, Executive Director at PRMA, the Private Risk Management Association, the non-profit association built to bring together the high net worth insurance community. This is a fast growing and fascinating area of insurance and the PRMA serves it in many ways from education, to conferences, to advocacy, and more. A great episode!Diane Delaney: https://www.linkedin.com/in/diane-m-delaney/PRMA: https://www.privateriskmanagement.org/Video Version: https://youtu.be/GX8if6sKABwThis episode of Profiles in Risk is sponsored by Zywave:Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/
undefined
Dec 10, 2025 • 39min

Yandy Plasencia, CEO & Founder at DataHaven - PIR Ep. 772

Tony chats with Yandy Plasencia, CEO & Founder at DataHaven. This is an update episode, Yandy was on the show in Ep. 675. DataHaven is a core infrastructure company solving the foundational data problem. Their core focus is on making sure there are no data silo and data is available where it is needed to make the best decisions. This episode is about how the company has grown over this last year and the biggest learnings along the way.Yandy Pasencia: https://www.linkedin.com/in/yandyplasencia/DataHaven: https://www.datahaven.software/Video Version: https://youtu.be/CLBfiVv2TGsThis episode of Profiles in Risk is sponsored by Zywave:Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/
undefined
Dec 9, 2025 • 44min

Asaf Lifshitz, Co-Founder & CEO and Upasana Immo, COO at Sayata - PIR Ep. 771

Tony chats with Asaf Lifshitz, Co-Founder & CEO and Upasana Unni, COO at Sayata, an AI enabled markeplace for small commercial insurance that started in Cyber and then expanded. They recently got acquired and learned a LOT through that process, which is what the big focus of this conversation is about.Asaf Lifshitz: https://www.linkedin.com/in/asaflifshitz/Upasana Unni: https://www.linkedin.com/in/upasana-unni/Sayata: https://sayata.com/Video Version: https://youtu.be/K0CKO8O0BE4Prior Sayata Episodes: https://youtu.be/J_kJVAnd3Hk?si=S3VUTKJuZ_yThP5e and https://www.youtube.com/watch?v=CYYb0YM3mCQThis episode of Profiles in Risk is sponsored by Zywave:Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/
undefined
Dec 8, 2025 • 41min

John Stammen, CEO at Convr - PIR Ep. 770

Tony chats with John Stammen, CEO at Convr, they are an underwriting workbench for Commercial P&C insurers, brokers, and MGAs of all sizes.John Stammen: https://www.linkedin.com/in/johnstammen/Convr: https://convr.com/Video Version: https://youtu.be/yOR3hbvBRNYThis episode of Profiles in Risk is sponsored by Zywave.Whether an insurer, agent, or service provider, the insurance industry is changing fast. Traditional growth strategies are no loner working. Unlock new levels of efficiency, resilience, and profitability with Zywave. Explore Zywave at: https://www.zywave.com/
undefined
Dec 3, 2025 • 20min

Debbie Brackeen, EVP Chief Innovation Officer & Corp. Development Officer at CSAA - PIR Ep. 769

Tony chats with Debbie Brackeen, EVP Chief Innovation Officer & Corp. Development Officer at CSAA about their approach to innovation, how a 100 year old insurance company can truly innovate, and more. A very interesting conversation you shouldn't miss!Debbie Brackeen: https://www.linkedin.com/in/debra-brackeen/CSAA: https://csaa-insurance.aaa.comVideo Version: https://youtu.be/jTN4uFfzJiY
undefined
Dec 2, 2025 • 34min

Rose Hancock, VP of Product Management at Zywave - PIR Ep. 768

Tony chats with Rose Hancock, VP of Product Management at Zywave, a leading software provider helping insurance agents, brokers, carriers, and service providers, really provide that service multiplier. From product creation, to distribution, to client services, they can help in every step of the insurance distribution process.Rose Hancock: https://www.linkedin.com/in/rose-hancock/Zywave: https://www.zywave.com/Video Version: https://youtu.be/D5sgFv9OiFA
undefined
Nov 18, 2025 • 45min

Zac Townsend, CEO at Meanwhile - PIR Ep. 767

Tony chats with Zac Townsend, CEO at Meanwhile, the first and only life insurance company denominated in Bitcoin. Built in Bermuda with its entire balance sheet denominated in Bitcoin, and with a worldwide monopoly on Bitcoin life insurance, this is one fascinating conversation you should not miss!Zachary Townsend: https://www.linkedin.com/in/zactownsend/Meanwhile: https://meanwhile.bm/Video Version: https://youtu.be/uVBr-D8-Mvc
undefined
Nov 17, 2025 • 38min

Charles Johnson, Head of Product Growth at Insuraviews - PIR Ep. 766

Tony chats with Charles Johnson, Head of Product Growth at Insuraviews, they provide strategic insights through advanced analytics of insurance rate filings. They take all the rate fillings through a robust ingestion process and layer on analytics and AI to give you powerful insights. This is a game changer, especially for smaller carriers that don't have a large competitive intelligence team.Charles Johnson: https://www.linkedin.com/in/charles-johnson-actuary/Insuraviews: https://www.insuraviews.com/Video Version: https://youtu.be/e4-5n8TPEOc
undefined
Nov 12, 2025 • 19min

Andrew Kelly - PIR Ep. 765

Tony chats with Andrew Kelly about PLUS, the Professional Liability Underwriting Society. Tony is obsessed with insurance education but has spent his entire career on the P&C side. This is a great introduction to the world of continuing education on the Professional Liability side and why you should dive in! We talk RPLU, CPLP, Exec PLP, and more.Andrew Kelly: https://www.linkedin.com/in/andrewjkelly/Video Version: https://youtu.be/hAPRbLjFDKA
undefined
Nov 11, 2025 • 35min

Meg Duty, SVP at Puritan Life and Canvas Annuity - PIR Ep. 764

Tony chats with award winning innovator Meg Duty, SVP at Puritan Life and Canvas Annuity. Puritan Life is a life carrier started in the 1950s which they have now turned into an all-cloud shop. They built Canvas Annuity, the first all digital annuity platform. An incredible story of true innovation, opening up a product to a whole new market, and all without alienating your existing distribution channels. Lots to learn from this one. A cannot miss episode!Video Version: https://youtu.be/tjh5xgSPbPs

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app