Profiles in Risk

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

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comWe often get questions at the Insurance Nerds Slack Channel on how one would open an agency. Carrier appointments, technology, sales, accounting and a whole host of other factors need to be addressed. In this episode of Profiles in Risk, Tony and I spoke with John Prichard Jr of Oli Insurance Services. Oli is a full-on support stack for every aspect of the brokerage business. Even a single person producer can get full back office support and market access using Oli, so that they can do what they do best. We also discussed the insurtech scene as it relates to agents and brokers and John provides some other advice to agents from his many decades of experience at Heffernan Insurance and at Oli seeing many hundreds of agencies.CONNECT WITH JOHN PRICHARD JR.:LinkedIn: https://www.linkedin.com/in/john-r-prichard-jr-1356964/Homepage: http://www.oliins.com/BOOKS RECOMMENDED BY JOHN:Go Giver by Bob Burg: https://amzn.to/2J262jeSUBSCRIBE 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.comA transcript of this broadcast has been provided below.Matteo Carbone is one of the world's leading insurance thought leaders and is routinely ranked as a top 5 (and often, THE most) influential person in insurtech! In this episode Matteo and I discussed how he got into insurance (he fell into it via consulting), how he became a thought leader (find your voice and share your insights) and we discussed his two main ventures, The IoT Observatory and Archimede SPAC, an Italian insurtech carrier. Matteo doesn't just counsel other companies, he eats his own cooking, which combined with being Italian, means you know it's going to be spectacolo!CONNECT WITH MATTEO CARBONE:LinkedIn: https://www.linkedin.com/in/matteocarbone/Twitter: https://twitter.com/MCins_IoT Observatory: https://www.connectedinsuranceobservatory.com/MATTEO'S BOOK:All The Insurance Players by Matteo Carbone And Andrea Silvello: https://amzn.to/2kyaSG9MENTIONED IN THIS EPISODE:Archimede SPAC: https://www.archimedespac.com/SUBSCRIBE 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.comPatrick Muscenti is the Lebron James of insurance production. He would blush at that, but he's from Cleveland, and Lebron James was mentioned in this podcast and Patrick is a really big believer in coaching, training and becoming elite, thus he qualifies in the Lebron James category. But seriously, when you talk to Patrick you do get the sense that he is listening deeply to your words and his responses are always measured & thoughtful. I can't help but imagine that he practices what he preaches and he takes his craft (and clients) very seriously. CONNECT WITH PATRICK MUSCENTI:LinkedIn: https://www.linkedin.com/in/pmuscenti/BOOKS RECOMMENDED BY PATRICK:The Pearl by John Steinbeck: https://amzn.to/2LqUTpIMENTIONED IN THIS EPISODE:Sandler Sales Training: https://www.sandler.com/SUBSCRIBE 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 - Online Adjuster Training. Go to https://iapath.comThis episode was almost too much fun. Tony and I discuss all things agency with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly discusses the things that great agencies do (and why poor performing agencies are poor performing). As Kelly mentions, great agencies strive for excellence. They hold everyone accountable and they execute their vision for excellence in every aspect of the business from recruiting and hiring to training to performance management. We had a great discussion about personal lines agencies and Kelly's thoughts were that the decline of the personal lines agent has more to do with poor execution than poor economics.We had a lot of fun in this episode and be sure to look out for future broadcast between Agency Performance Partners and Insurance Nerds in the near future!CONNECT WITH KELLY DONAHUE-PIRO:LinkedIn: https://goo.gl/BAOlsuTwitter: https://goo.gl/6Kpz6tHome Page: https://www.agencyperformancepartners.com/BOOKS RECOMMENDED BY KELLY:Hug Your Customers by Jack MitchellThe Hard Thing About Hard Things by Ben HorowitzSUBSCRIBE 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 - Learn to write auto, heavy truck, and other claim types with IA Path’s online trainings. Go to http://iapath.comI apologize for some of the audio quality. My new microphone did not work so well. Regardless, there are some good conversations with attendees from the Insurtech Rising, Boston conference in early May.Here is a list of folks I spoke to, in order of appearance:Anita Aspill of IDA Ireland: https://goo.gl/63UXvA (see below for some IDA materials provided by Anita)Brent Williams of Benekiva: https://goo.gl/KB6zbMShruthi Rao of Adapt Ready: https://goo.gl/xHUQoCHarish Neelamana of DataCubes: https://goo.gl/wu2aKrGraham Gudmestad of DataCubes: https://goo.gl/NcUcAkJim Bowen of Energetic Insurance: https://goo.gl/F7ZxwAAbel Travis of AF Fund: https://goo.gl/tKggoLBrent Poliquin of AIR Worldwide: https://goo.gl/WZbcUN 

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.comIn this episode of Profiles in Risk, Carl Moulton, managing partner at datMoose helped to educate me on the current state of agency lead generation and how DMCOs (digital marketing co-ops) can be a more effective and efficient form of lead generation.CONNECT WITH CARL MOULTON:LinkedIn: https://goo.gl/MHEQnUHome Page: http://www.1lead1buyer.com/MENTIONED IN THIS EPISODE:Steve AndersonThe SIAAWE InsureBrightway InsuranceInsurance Nerds Slack ChannelInsightlyProsperworksHubSpotBOOKS RECOMMENDED BY CARL:The E-Myth by Michael Gerber: https://amzn.to/2Iqww9uSUBSCRIBE 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.comPat West is NOT an acting as an agent or a broker. But he helps customers get insurance. He is the Chief Shopping Officer of Hedge Quote. Confused? I was too until I sat down and spoke with Pat about this new twist to an old business model. As you will hear, Pat cares deeply about the customer experience and customer satisfaction.CONNECT WITH PATRICK WEST:LinkedIn: https://goo.gl/Z8V1K1Twitter: https://twitter.com/hedgequoteHome Page: https://www.hedgequote.com/MENTIONED IN THIS EPISODE:TrueCarJetty InsuranceMetromileCoverWalletBOOKS RECOMMENDED BY PATRICK:Who Gets What - And Why by Alvin Roth: https://amzn.to/2KlK8UfA Shark Never Sleeps by Drew Rosenhaus: https://amzn.to/2wxXpH4Rhinoceros Success by Scott Alexander: https://amzn.to/2rGRD0hSUBSCRIBE 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 iapath.comBroker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience. In this episode Tony (he is the one making all of the typing sounds at the beginning of the podcast - before I sent him a nasty message) & I spoke with Jason Keck, CEO of Broker Buddha. Jason discussed more than just the solutions Broker Buddha provides. One big insight that I took away from this recording was Jason's belief that successful startups need to be really good at, and remembered for one BIG thing. Too many startups are trying to solve too many problems, too quickly. Their potential customers can't pin down that one thing they are really good at, thus, aren't known for solving any problem. Jason is a serial entrepreneur with senior experience at some big-time startups such as Shazam. He definitely brings an interesting perspective to how insurtech should solve insurance-related problems.CONNECT WITH JASON KECK: LinkedInTwitterBroker Buddha Home PageBOOKS:The 4-Hour Work Week by Tim FerrissMENTIONED ON THE PODCAST:Tim Ferris PodcastYeswareSlackPipeDriveBoomerang For GmailQuickMailSubscribe at: Stitcher iTunes Google Play YouTubeBuzzsprout RSS