Profiles in Risk

This is a replay of Episode 8 where Wesley Todd and I discuss using modern analytics on litigation, claims from within insuranceShow Notes: Wesley Todd: https://www.linkedin.com/in/wesley-todd-a9225929/ Caseglide: http://www.Caseglide.com http://www.insurancejournal.tv/videos/12272/ https://www.caseglide.com/blog/ https://www.linkedin.com/pulse/improve-collaboration-between-claims-underwriting-your-grant-woolven http://stoptexaslawsuitabuse.com/ https://en.m.wikipedia.org/wiki/Wally_Pipp https://en.m.wikipedia.org/wiki/Billy_Beane

Tony Cañas hosts Profiles in Risk and talks with Nick Lamparelli about the latest Lemonade Transparency Chronicles - https://www.lemonade.com/blog/zero-to-100/

"The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do" - Mike PepeIn this episode of GET READY!, Tony Steuer spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance policy management system. We discussed how Proformex utilizes technology to enable insurance agents, financial advisors and trustees to more efficiently manage their customers life insurance policies. Mike and I also covered how Proformex is designed to expedite the policy review process and proactively clear customers of potential problems with their client’s life insurance policies. Mike also shared his thoughts on the future of best practices in the life insurance industry.Connect with Mike Pepe:LinkedIn - Mike Pepe (here)Website - https://www.www.proformex.comThought leaders mentioned: Stay informed: Proformex Blog, Jon Mendelsohn - Ashar group, Barry Flagg - Veralytic, Tate Groome - LifeTrust3D), Bobby Samuelson - The Life Product Review, Chad Neifer - inForce inSights. Links to their sites can be found here.Please subscribe to the GET READY! With Tony Steuer podcast:Buzzsprout - http://www.buzzsprout.com/530449Google Play - http://bit.ly/35u4Qf1iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083Spotify - https://spoti.fi/2OFvFpPYouTube - http://bit.ly/35stZqv

As many of you know, the CIC designation is one of the toughest and grueling insurance-based designations there is. In this episode of Profiles in Risk, I spoke with William Hold, CEO fo The National Alliance which runs the CIC and several other designations. We talked about insurance, insurance education and how the digital environment is changing both.HOW TO CONNECT WITH WILLIAM HOLD:LinkedIn - https://www.linkedin.com/in/williamhold/ National Alliance Home Page - https://www.scic.com/?SID=g62i2inagqct18qd1v8empi3o5  BOOKS RECOMMENDED IN THIS EPISODE:Good to Great by Jim Collins - https://amzn.to/356uirk The Bible - https://amzn.to/38mNTW2 Subscribe at:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar 

In this episode, Pankaj breaks down many of the most commonly used buzzwords in IoT conversations.

"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry"Financial literacy is the first step, you then need to take action, and to be intentional." Zach BlumenfeldIn this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of Cookiejarsavings.com about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness.Connect with: Roshni Chowdhry and Zach Blumenfeld:LinkedIn - Roshni Chowdhry (here) and Zach Blumenfeld (here)Website - https://www.cookiejarsavings.comPlease remember to subscribe to the GET READY! With Tony Steuer podcast.Buzzsprout - http://www.buzzsprout.com/530449iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083 Google Play - https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS81MzA0NDkucnNz iHeart Radio - https://www.iheart.com/podcast/269-get-ready-with-tony-steuer-49576833/ Stitcher - https://www.stitcher.com/podcast/tony-steuer/get-ready-with-tony-steuer?refid=stpr tunein - https://tunein.com/podcasts/Business--Economics-Podcasts/Get-Ready-with-Tony-Steuer-p1250814/ YoouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR 

Jason Silver from Vlocity discusses building insurance platforms on Salesforce, emphasizing agile cloud development. They explore integrating AI, machine learning, and IoT in the insurance sector. Additional topics include music preferences, productivity tools like Evernote and Zoom, and the influence of 'Behind the Cloud' book on business strategies.

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil GrangerIn this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and enforcement.CONNECT WITH Neil Granger:LinkedIn -  Neil Granger: https://www.linkedin.com/in/neil-grangerWebsite - https://www.elderinsuranceabuse.com Resources: California Advocates for Nursing Home Reform: https://www.canhr.org  (much more than nursing homes)California Department of Insurance: https://www.insurance.ca.gov Financial Regulatory Links: https://www.tonysteuer.com 

Any analysis should be measurable and quantifiable - David PaulIf you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to fail - David Paul  In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance trends. David and I discussed trends with insurance company financial analysis and the unique approach that his firm, Alirt Research takes in evaluating insurance companies. We also discussed his philosophy in analyzing insurance companies.  CONNECT WITH David Paul:LinkedIn - https://www.linkedin.com/in/david-paulWebsite - https://www.alirtresearch.com

In this episode of Profiles in Risk, I spoke with Roland Chan, Founder and CEO of FindBob. FindBob is solving the problem of business continuity, transition and succession with financial services firms. Agents & brokers can spend a lifetime creating a lot of value with their books of business. FindBob helps them prevent a sudden deterioration due to illness or worse.CONNECT WITH ROLAND CHAN: LinkedIn - https://www.linkedin.com/in/chanroland/ FindBob Homepage - https://www.findbob.io/ MENTIONED IN THIS EPISODE:A Tribe Called Quest - https://amzn.to/2OmYrwO Moleskin Notebooks - https://amzn.to/2p02lRW Agile Software Development - https://www.agilealliance.org/agile101/ Jira Software - https://www.atlassian.com/software/jira/agile Trello Software - https://trello.com/en-US Slack - https://slack.com/ Copper (Prosperworks) - https://www.copper.com/ BOOKS RECOMMENDED BY ROLAND: Books by Eric Reis - https://amzn.to/2Iv00oN Books by Steve Blank - https://amzn.to/2LSqi6E Drive by Daniel Pink - https://amzn.to/2AQbHSE Great by Choice by Jim Collins - https://amzn.to/2AJUg6r Following Ezra by Tom Fields-Meyer - https://amzn.to/2IqUtzw SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar