Profiles in Risk

Tony chats with Torey Maerz, CEO at ClientCircle by Rocket Referrals. Torey is a recurring guest, having appeared on PIR back in episode 249. They have now rebranded as ClientCircle. They have added a mass amount of features to the referrals and reputation management they originally did. They now also do automated communications, websites, web chat, text messaging, and so much more.Torey Maerz: https://www.linkedin.com/in/toreym/ClientCircle: https://www.clientcircle.com/Prior appearance on PIR Ep. 249: https://www.youtube.com/watch?v=orWnvJBFYfgVideo version of this episode: https://youtu.be/ybgCQsG3ai0

Charles Morgan, Co-Founder at ScreeCred. They are working to create additional pathways for marginalized communities to gain access to credit, by tracking and reporting their auto insurance premium. People of color pay roughly 70% to 80% more for auto insurance premiums due to their credit scores. Reporting proper payment of premium and having it positively affect credit scores could be huge difference maker for marginalized communities.Charles Morgan: https://www.linkedin.com/in/charles-morgan-ab61a370/ScreeCred: https://www.screecred.com/Video Version: https://youtu.be/OiLV2Q6ilUA

Tony chats with Raution Jaiswal, CEO at InsuredMine. They are an insurance specific CRM marketing automation platform designed for independent insurance agencies. It helps agencies manage their entire customer journey from capturing the lead, nurture those leads, push it through the sales funnel,  quote, bind, and sync it with your AMS. It also helps with onboarding, servicing, renewal, and even win back on clients lost during the process.Raution Jaiswal: https://www.linkedin.com/in/raution/InsuredMine: https://www.insuredmine.com

Tony chats with Ruth Danielson, Founder and Director at Mulberry Street Market Intelligence. They specialize in helping small service businesses find the shortest path to profits from wherever they are right now.Ruth Danielson: https://www.linkedin.com/in/ruthdanielson/Mulberry Street Market Intelligence: https://www.msmarketintel.com/Video Version: https://youtu.be/mC0W53Ye2qg

Tony chats with Mike Eagan, Executive Director at The Independence Hub, a non-profit that helps neurodivergent adults in the insurance industry through awareness, jobs, and advocacy. 20% of the population is neurodiverse. There are areas of insurance that can really benefit from better engaging neurodiverse populations who, with only slight accommodations, can become incredible performers.Mike Eagan: https://www.linkedin.com/in/mike-eagan-2636647/The Independence Hub: https://theindependencehub.org/Video Version: https://youtu.be/4lT-1wAIxFQ

Recorded live at ITC 2023, I chat with Tim Hardcastle, CEO and Co-Founder at Instanda. First he interviews me, then we chat about Instanda, and then I do a little magic for him.For a deeper dive into Instanda they also appeared on PIR Ep. 269: https://www.youtube.com/watch?v=0FbFH1rts-cVideo Version: https://youtu.be/iSJVkxEQMRg

Tony chats with long-time attorney and claims professional Dale Sherman about his career and advice to young insurance professionals.Dale Sherman: https://www.linkedin.com/in/dale-sherman/Video Version: https://youtu.be/ZJjSlqM9Ae0

Tony chats with Akil Balachandran, Founder at BlueMind.App. They are a digital assistant companion for financial advisors, enabling them to do better in front of clients. Everything an advisor needs at a glance on one elegant platform.Akil Balachandran: https://www.linkedin.com/in/akilbluemind/BlueMind: https://BlueMind.appVideo Version: https://youtu.be/NYI2vGnqBa8

Matthew Kay, COO and Mike Deleo, CEO at Talem AI. They are focused on modernizing Auto Insurance by using AI to understand crash photos and provide real-time insights on speed, severity, injuries that occupants might have, and additional information like how long they will take to recover. Basically they're bringing technology into the Bodily Injury space to improve and streamline claimant outcomes. This is a really cool episode!Matthew Kay: https://www.linkedin.com/in/matt-kay-3613028a/Mike DeLeo: https://www.linkedin.com/in/michael-deleo-1184041a7/Video Version: https://youtu.be/YISDC0Raa-c

Tony chats with Trace Meek, Founder and CEO at Fetch! They are an underwriting filter machine that has digested the guidelines for many homeowner's carriers and the system will quickly tell you which carrier will write the risk.Trace Meek: https://www.linkedin.com/in/trace-meek-trs-0a306411/Fetch! : https://fetchuw.com/Video Version: https://youtu.be/pFb9hFEd7TE