Profiles in Risk

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

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/

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

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

Tony chats with Jenn Urso, Leadership Coach + Facilitator. Jenn created the idea of Nourished Leadership with 3 pillars: 1. Self-Leadership. 2. Soft Power. 3. Self-Care. After coaching a few hundred people she looked at the data and figured out what is it that is helping them grow, be successful, and remain successful. A wonderful cannot miss episode! Jenn partners both with companies and individuals to coach them to grow.Jenn Urso: https://www.linkedin.com/in/ursojenn/Jenn Urso International: https://www.jennurso.com/Video Version: https://youtu.be/R0BNdMF4Yjk

Tony chats with Michael Balarezo, Founder & CEO at Adjusto, they are focused on removing all friction in personal property claims. Their platform helps adjusters solve claims quickly while building policyholder trust while creating an empathetic experience for both sides, including the adjuster completely reimagining how the process works for content claims. An amazing episode you cannot miss!Michael Balarezo: https://www.linkedin.com/in/michaelbalarezo/Adjusto: https://www.adjusto.ai/Video Version: https://youtu.be/R_SYL6_W8yA

Two years ago at my first AppliedNet, in Las Vegas, I saw an amazing panel with Brenden Corr, Justin Goodman, Marissa Rutkowski, CIC, CRM, and Ryan Deeds (and I might be missing another panelist) had a very honest discussion about mental health. It was an amazing moment. People were crying both on the panel, and in the audience. Clearly this was a huge need! A few weeks later Heather Blevins CPCU, ITP, M. Ed. hosted a similar one at CPCU In2Risk and all of the sudden the Insurance world was finally talking about mental health. The panel at AppliedNet ended up directly leading to Brenden and Justin partnering to create Project55 to serve the mental health needs not only of insurance, but of our society in general. This is radically important! We have ALL been touched by the mental health crisis. If it's not you, it's someone you love. Project55 has built an amazing and professionally built toolkit to help us through this, and an amazing community.Project55: https://www.Project55.orgVideo Version: https://youtu.be/vBzSGGGT7iI

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

Aman Gour, Co-Founder and CEO of FurtherAI, shares his insights on leveraging AI in the insurance industry. He discusses how their platform automates complex workflows, enhancing claims processing and underwriting. Aman highlights the collaborative synergy between tech companies and insurers, revolutionizing traditional practices. He also reflects on the startup's early challenges in finding market fit and defining the ideal customer profile for managing general agents. The conversation is infused with humor and personal anecdotes, making it engaging for listeners.

Nicolas 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 solution and they'll love it too. This might be my favorite applied use of AI for business! A CANNOT MISS EPISODE!Donna: https://askdonna.com/Nicolas Christiaen: https://www.linkedin.com/in/nicolaschristiaen/Jimmy Iliohan: https://www.linkedin.com/in/jimmy-iliohan/Video Version: https://youtu.be/ayPrT9DXYOU