Profiles in Risk

This episode is sponsored by IA Path - Unlocking Your Adjusting Superpowers. Go to https://iapath.com THIS IS OUR 100th EPISODE!!!In this episode of Profiles in Risk, I spoke with David Siekman of Agency Performance Partners. You might remember Agency Performance Partners when I interviewed Kelly Donahue-Piro in episode 88 of Profiles in Risk. Listen as David and I discuss the sort of deep planning, coaching and consulting that goes on that allows Agency Performance Partners to lift the results of an agency's customer experience, renewal rates & new business sales. As David describes it, the entire process is about shifting the culture to a results-oriented focus for the agency owners and staff.CONNECT WITH DAVID SIEKMAN: LinkedIn: https://www.linkedin.com/in/davidsiekman/  Agency Performance Partners Homepage: https://www.agencyperformancepartners.com/ MENTIONED IN THIS EPISODE:The Red Queen by Matt Ridley: https://amzn.to/2K1gnIz  HubSpot: https://www.hubspot.com/  Insightly: https://www.insightly.com/  Proposify: https://www.proposify.com/  Docusign: https://www.docusign.com/  e-Signatures: https://esignatures.com/ BOOKS RECOMMENDED BY DAVID: They Ask You Answer by Marcus Sheridan: https://amzn.to/2llYPw0 SUBSCRIBE AT:Buzzsprout RSS: https://goo.gl/5K4X3Q Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD 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.comLuke Magnan was introduced to me by a close friend who told me that Luke was the most thoughtful insurance technologist my friend had ever worked with. In this episode of Profiles in Risk, Luke and I discuss his startup Combined Ratio Solutions, the advantages & disadvantages of bootstrapping vs raising venture funds, the state of the insurtech market, how insurers allow legacy systems to get out of control (and how insurers who have prevented that from happening, did it) and using off-shore resources from Russia. Luke brings a wealth of wisdom to insurance and technology and shares it with us in this episode.CONNECT WITH LUKE MAGNAN:LinkedIn: https://www.linkedin.com/in/lukemagnan/ Combined Ratio Solutions Home Page: http://combinedrat.io/ MENTIONED IN THIS EPISODE:McKinsey paper on insurance ecosystems & platforms: https://goo.gl/LWqwrK App to remind you to put your phone down: https://goo.gl/0R8tm3 Leadenhall Market in London: https://www.leadenhallmarket.co.uk/ BOOKS RECOMMENDED BY LUKE: The 7 Habits of Highly Effective People by Stephen Covey: https://amzn.to/2AjyM2J Against the Gods by Peter Bernstein: https://amzn.to/2K86PKZ East of Eden by John Steinbeck: https://amzn.to/2LRucx8 Revenger by Alistair Reynolds: https://amzn.to/2LLMEHy  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.comAgency Nation is the voice of agents throughout the United States. They are a role model for me in terms of content and message. In this episode, I spoke with Joey Giangola, Managing Editor of Agency Nation. We talked about his personal creative process, the creative process of the team at Agency Nation, how the band got together, and Joey's thoughts on the agency system and the future of it. Someday I will grow up and be able to make content like the team at Agency Nation. Stay tuned to the end where I challenge Joey to challenge me to make a video for Agency Nation.CONNECT WITH JOEY GIANGOLA: LinkedIn: https://www.linkedin.com/in/joeygiangola/ Agency Nation Home Page: https://www.agencynation.com/ MENTIONED IN THIS EPISODE:Ryan Hanley: https://www.linkedin.com/in/ryanhanley/ Colby College: https://www.colby.edu/ My podcast with Patrick Muscenti: https://goo.gl/gDAHWV My podcast with Zach Finn: https://goo.gl/C5fUQg Kelly Donahue-Piro: https://www.linkedin.com/in/kellydonahuepiro/ Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb/ Google Keep: https://www.google.com/keep/ Day One Journaling App: http://dayoneapp.com/ BOOKS RECOMMENDED BY : The Kid Who Only Hit Homeruns: https://amzn.to/2LLMxfn Books on Elon Musk: https://amzn.to/2NPg3OC Jab, Jab, Jab, Right Hook: https://amzn.to/2NPg3OC  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.comIn this episode, I had a pleasant conversation with Charles Specht of Permission Group. Charles fell into insurance and loved the production side of the business. After committing himself to the ministry, Charles created Permission Group to teach aspiring agents and brokers how to ethically grow a $1 million book of business by getting permission and by getting the Broker of Record (BoR) Letter. According to Charles, nothing says permission or trust than by a customer signing the BoR and few things allow a book to grow as quickly! CONNECT WITH CHARLES SPECHT: LinkedIn: https://www.linkedin.com/in/charlesspecht/ Permission Group Home Page: https://permissiongroup.com/ MENTIONED IN THIS EPISODE:Patrick Muscenti's podcast recording: https://goo.gl/gDAHWV BOOKS RECOMMENDED BY CHARLES:Revealed by Charles Specht: https://amzn.to/2mDxiqE Storybrand by Don Miller: https://amzn.to/2LxnsnW The Book of Proverbs: https://amzn.to/2mDwwcQ  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.comYou may have heard about Comedians in Cars Getting Coffee with Jerry Seinfeld. Well, in this episode of Profiles in Risk, I sat in a car at Logan Airport in Boston, with David Wright, where we discussed all things brokering in reinsurance (with a pinch of comedy thrown in). What is a reinsurance broker? What do they do? How does one become a reinsurance broker? Just two guys...sitting in a car...in the cell phone lot...with two giant microphones on the dashboard...talking reinsurance...nerding out...#RaisingTheBar!CONNECT WITH DAVID WRIGHT:LinkedIn: https://www.linkedin.com/in/david-wright-73661214/ Beach Group Home Page: http://beachgp.com/ MENTIONED IN THIS EPISODE:Podcast Nick Mentioned on The Challenger Sale: https://overcast.fm/+Gs6kOEluQ The Challenger Sale Book: https://amzn.to/2uzQ9ad David's Podcast - The Not Unreasonable Podcast: https://notunreasonable.buzzsprout.com/  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.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