Profiles in Risk

This episode is sponsored by  IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comThe Private Risk Management Association (PRMA) is a non-profit, industry association whose mission is to provide an ecosystem of support to professionals involved in the high-net worth space. The PRMA provides education, collaboration, networking and awareness raising for incredibly complex exposures. In this episode of Profiles in Risk, Lisa & Azeema discuss the PRMA's purpose, it's membership, it's educational mission and we discuss the Summit, the annual event which hosts professionals from a variety of professions who together create world-class solutions to this challenging space. (I attended the PRMA Summit in 2017 and was amazed at the camaraderie and collaboration that occurred. The high-net worth space is similar to middle-market commercial in it's complexity and the go-to source for industry professionals in this arena, is the PRMA)CONNECT WITH PRMA: PRMA Home Page: https://www.privateriskmanagement.org/ Lisa Lyndsay (LinkedIn): https://www.linkedin.com/in/lisa-a-lindsay-2755343/ Azeema Hartley (LinkedIn): https://www.linkedin.com/in/azeema-hartley-186b505a/ MENTIONED IN THIS EPISODE:2018 PRMA Annual Summit: https://prmasummit.org/  The Chartered Private Risk and Insurance Advisor (CPRIA) certificate: https://goo.gl/ThSxRU  Jack Uldrich - Futurist: http://jackuldrich.com/ General Manager Program (Harvard Exec Program): https://www.exed.hbs.edu/programs/gmp/Pages/default.aspx BOOKS RECOMMENDED BY LISA:The Service Profit Chain by James L. Heskett, W. Earl Sasser, 

This episode is sponsored by  IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com Craig Tappel is a customer advocate. He has been in insurance since at a very young age and was raised by his insurance dad to always put the customer first. Craig lives & works by that. In this episode, we discuss what putting the customer first actually means, his experiences as a young professional how he puts his customer first mentality to work each day at HUB and a lot more.CONNECT WITH CRAIG TAPPEL: LinkedIn: https://www.linkedin.com/in/craigtappel/ MENTIONED IN THIS EPISODE:Lloyds of London: https://www.lloyds.com/ Elliot City, MD 2018 Flash Floods:BOOKS RECOMMENDED BY : Biographies on Winston Churchill: https://amzn.to/2NDfeJw Biographies on Abraham Lincoln: https://amzn.to/2u4peTO The Great Lecture Series: https://www.thegreatlectures.com/ The Harry Potter Series: https://amzn.to/2L0pDwU  SUBSCRIBE AT: Buzzsprout RSS: https://goo.gl/5K4X3Q Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD  Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar 

This episode is sponsored by  IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com In this episode of Profiles in Risk, I spoke with Chris Downer of XL Innovate. Chris is the author of the single best insurtech newsletter in the industry. We discussed the newsletter, the insurtech investment space and how XL Innovate discerns and decides upon investment opportunities.CONNECT WITH CHRIS DOWNER:  LinkedIn: https://www.linkedin.com/in/chris-downer-2275bb62/ Twitter: https://twitter.com/chriscdowner Email: Chris.Downer@xlcatlin.com HomePage: http://xlinnovate.com/  MENTIONED IN THIS EPISODE:Tom Hutton: https://www.linkedin.com/in/tom-hutton-9b21244/ Martha Notaras: https://www.linkedin.com/in/marthanotaras/ Risk Management Solutions (RMS): http://www.rms.com/ Lemoande: https://www.lemonade.com/ Phillips Exeter Academy: https://en.wikipedia.org/wiki/Phillips_Exeter_Academy BOOKS RECOMMENDED BY CHRIS: Books on Edward Linsdale:      https://amzn.to/2yZ1NAd      https://amzn.to/2lQL7Bw Books by Dan Brown: https://amzn.to/2tNhlC8  SUBSCRIBE AT: Buzzsprout RSS: https://goo.gl/5K4X3Q Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD  Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar 

This episode is sponsored by  IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comTalking with Steve Gordon is inspiring. He struggled with education as a child yet built a successful career in insurance even though he is still young and rising. He did this with grit and by focusing on his strengths and by having a mentor who believed in him and gave him a chance. Now, Steve is looking to give back, with a charity to help other children get experience and confidence. There is definitely a sensai vibe when talking to Steve.CONNECT WITH STEVE GORDON: LinkedIn: https://www.linkedin.com/in/steve-gordon-b1904924/ Twitter: https://twitter.com/mifbadvisoryllp Charity (Twitter): https://twitter.com/CharityMSH Charity Homepage: http://makingsomethinghappen.org/ MENTIONED IN THIS EPISODE:"Practice makes permanent""Specialize, but don't be a specialist" Nigel Walsh: https://www.linkedin.com/in/nigelwalsh/ RIskGenius & Chris Cheatham: http://www.riskgenius.com/ BOOKS RECOMMENDED BY STEVE: The Go-Giver by Bob Burg: https://amzn.to/2lEeW8b The Broker Boys by Michael Kenney: https://amzn.to/2MtF5ly  Eubank: The Autobiography by Chris Eubank: https://amzn.to/2MxY0vp  SUBSCRIBE AT: Buzzsprout RSS: https://goo.gl/5K4X3Q Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD  Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar 

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comMichael Gay has built a career in the program business space & MGA/MGU space. Program businesses are the incubators of the insurance product chain where niche or test insurance products can be built, tested, tweaked and marketed without the pressures of a scaled up, generalized product such as auto, homeowners or workers compensation. Michael is an expert in this area and walks us through how he comes up with ideas for insurance products, how he builds them and how he measures the success of these programs. CONNECT WITH MICHAEL GAY: LinkedIn: https://www.linkedin.com/in/michaelwgay/ MENTIONED IN THIS EPISODE:The AIG Story by Maurice Greenberg: https://amzn.to/2tr1Rnf Bullett Journaling: https://amzn.to/2K4BD3X BOOKS RECOMMENDED BY MICHAEL: Zig Ziglar Performance Planner: https://amzn.to/2Mk5HoY The Complete Idiots Guide to Physics: https://amzn.to/2tALZO2 The Complete Idiots Guide to Music Theory: https://amzn.to/2yDihh1 Books by Zig Ziglar: https://amzn.to/2KgnpsU The Bible: https://amzn.to/2tre6zV The 10X Rule by Grant Cardone: https://amzn.to/2K8lpa8 Books by Don Malecki: https://amzn.to/2MS8xCG SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar 

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comAmy Waninger fell into insurance just like many of us (she needed a job). Also like us, she found the industry more compelling than the stereotype. Along the way, she discovered that having a strong, supporting network is the foundation for any successful career. Amy founded Lead at any Level to promote in-the-trenches leadership, diversity and inclusion, and career management through mentoring, public speaking engagements, and other offerings. She also wrote Network Beyond Bias, Making Diversity A Competitive Advantage in Your Career to help us find those meaningful connections that can transform ourselves into who we want to be.CONNECT WITH AMY WANINGER:LinkedIn: https://www.linkedin.com/in/amycwaninger/ Twitter: https://twitter.com/AmyCWaninger Lead At Any Level Home Page: https://leadatanylevel.com/ MENTIONED IN THIS EPISODE:Santa Claus, Indiana: https://en.wikipedia.org/wiki/Santa_Claus,_Indiana National African Americans Insurance Association (NAAIA): https://www.naaia.org/ NAAIA Fall Conference: https://www.naaia.org/conference/ The Settlers of Catan: https://amzn.to/2th4BlY BOOKS RECOMMENDED BY AMY:Network Beyond Bias by Amy Waninger: https://amzn.to/2JXYw4YLove is the Killer App by Tim Sanders: https://amzn.to/2t5utSyBlog2Book by Cathy Fyock: https://amzn.to/2t2nFp4Blackboy by Richard Wright: https://amzn.to/2JLrvNG SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://g

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comMy first experience with Randy Schwantz was at the first agency I worked at. All the corner office producers had The Wedge in their bookcases. In fact, in every successful agency I ever worked at had a copy of The Wedge. Coincidence? Nope.Randy Schwantz is considered one of the best insurance production trainers. The Wedge production system focuses on the biggest problem for producers...regardless of your product or service, most insurance buyers already have a relationship with an agent/broker and are much more likely than not to be satisfied. The Wedge is a process to "wedge" your way into that relationship so that you can better sell your solutions. We discuss this and a lot more in this episode of Profiles in Risk.CONNECT WITH RANDY SCHWANTZ:LinkedIn: https://www.linkedin.com/in/randyschwantz/Home Page: http://thewedge.net/MENTIONED IN THIS EPISODE:All Books Written by Randy Schwantz: https://amzn.to/2JAKURgArticle on Bill Belichick from ESPN: https://goo.gl/ciQq1ZBOR - Broker of Record Letter: https://www.investopedia.com/terms/b/broker-of-record.aspS&L Crisis (Keating): https://en.wikipedia.org/wiki/Savings_and_loan_crisisBOOKS RECOMMENDED BY RANDY:Storytelling Made Easy by Michael Hauge: https://amzn.to/2MoHhM9Unlimited Power by Anthony Robbins: https://amzn.to/2Mp67eESUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comI've been enamored with captive insurance for most of my insurance career. The ability of insureds to get tax benefits for self-insuring exposure solves a lot of problems when they are unable to 1. acquire insurance for their exposure (dangerous product or industry) or 2. are unable to acquire insurance at a reasonable premium (hard market or misunderstood exposure). In this episode, I discuss all things captive with Van Carlson of Strategic Risk AlternativesCONNECT WITH VAN CARLSON:LinkedIn: https://www.linkedin.com/in/vancarlson/Strategic Risk Alternatives Homepage: https://goo.gl/v7pSKUMENTIONED IN THIS EPISODE:831b Tax Code For Captives: https://goo.gl/vPYee21986 Tax Reform Act That Allowed Captives: https://www.irs.gov/pub/irs-tege/eotopicn97.pdfBOOKS RECOMMENDED BY VAN:The E-Myth by Michael Gerber: https://amzn.to/2y0uITRThe Rainmaker by John Grisham: https://amzn.to/2LBoKefSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIf in any moment of crisis you need to call Olivia Pope, you are not practicing risk management but crisis management. In this episode of Profiles in Risk, I speak with Lawanda Hall, a Risk Manager for a global automobile firm. We discussed how her passion for math and numbers lead her to a degree in risk management and how she went on to become a corporate risk manager. She discusses what it takes to become a risk manager, including how to sharpen your communication skills, which is a big part of properly communicating risk and risk prevention/mitigation throughout an organization. CONNECT WITH LAWANDA HALL:LinkedIn: https://www.linkedin.com/in/lawandamichell/MENTIONED IN THIS EPISODE:CPCU designationAIC DesignationARM DesignationIntelligent IntentionsBOOKS RECOMMENDED BY LAWANDA:The One Thing by Gary Keller & Jay Papasan: https://amzn.to/2sDhU0uInfluencer by Kerry Patterson & Joseph Grenny: https://amzn.to/2sQblXMFictional Book by Nicholas Sparks: https://amzn.to/2xPU475Mystery Books by Harlan Coben: https://amzn.to/2kXkNoVBooks by Pearl Cleage: https://amzn.to/2kXlEWFBooks by E. Lynn Harris: https://amzn.to/2LzurcLSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIt is such a pleasure when I get to speak to someone to is solving a problem that I had no appreciation of its existence. Ultimately claims are the insurance product. Even well-meaning carriers looking to close claims quickly can stumble in situations where the adjusting team struggles to contact, schedule, meet and close the claim. Rebecca is solving this problem via technology. Using software, Rebecca and the Schedule It team are using technology to simplify the process and optimize time for all stakeholders in a claim. This closes claims quicker and reduces conflict and provides the best possible experience for the claimant.CONNECT WITH REBECCA WHEELING:LinkedIn: https://www.linkedin.com/in/rebecca-wheeling-155980b/Homepage: https://www.scheduleit.io/MENTIONED IN THIS EPISODE:Adjuster Training - http://www.adjusterpro.com/BOOKS RECOMMENDED BY PATRICK:The Bible: https://amzn.to/2sFQxSKSUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3QGoogle Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbDStitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar