Profiles in Risk

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

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