Profiles in Risk

Insurance Nerds
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Feb 26, 2025 • 24min

Cyrus Jaffery, Founder and CEO at Quotamation - PIR Ep. 639

Cyrus Jaffery, Founder and CEO at Quotamation, built by insurance agents for insurance agents, they built a tool to make it easy for consumers and agents to do home and auto quotes within 60 seconds. It makes everybody's life much easier when quoting home and auto with a beautiful UI.Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-02840365/Quotamation: https://quotamation.com/Video Version: https://youtu.be/k00tbKj0eVI
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Feb 25, 2025 • 20min

Chris Luiz, CEO at Scout Insurtech - PIR Ep. 638

Tony chats about Chris Luiz, CEO at Scout Insurtech, it started as Insurtech Ohio and has now grown into a fantastic community for carriers, brokers and agencies to find the talent, services and/or technology they need to sustain their impact on the insurance industry. We chat about why the Scout Insurtech events are different and why you should get involved!Chris Luiz: https://www.linkedin.com/in/christopher-luiz/Scout Insurtech: https://www.scoutinsurtech.com/Video Version: https://youtu.be/k0e0268emks
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Feb 24, 2025 • 25min

Jon Kelly, CEO at Modern Metric - PIR Ep. 637

Tony chats with Jon Kelly, CEO at Modern Metric, they serve large national brokers in personal lines. Their core product Discover, takes an insurance agent from data discovery, to quoting, to a fully customized finished proposal ready to send to the client.Jon Kelly: https://www.linkedin.com/in/jonkelly/Modern Metric: https://www.modernmetric.com/Video Version: https://youtu.be/k17ebwYEAaA
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Feb 18, 2025 • 24min

Elan Nyer, Co-Founder and CEO at Ownli - PIR Ep. 636

Tony chats with Elan Nyer, Co-Founder and CEO at Ownli, a platform that helps P&C insurers better engage with their policyholders and prospects, increasing engagement and reducing premium leakage. They empower individuals to capture and control their data and transparently share it with the business. It's a really refreshing approach because the individual gets paid for their data. It opens the door for better engagement and the opportunity to capture data that you literally couldn't get earlier.Elan Nyer: https://www.linkedin.com/in/elan-nyer-a4691823/Ownli: https://www.ownli.co/Video Version: https://youtu.be/oUnktX6fizA
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Feb 17, 2025 • 21min

Joe Ems PIR, Co-Founder and Director of Sales at Sembley - PIR Ep. 635

Tony chats with Joe Ems PIR, Co-Founder and Director of Sales at Sembley, a modern cloud-based platform that streamlines insurance submissions and renewals with simple intakes that populate right into the Acord.Joe Ems: https://www.linkedin.com/in/joseph-g-ems-340813123/Sembley: https://sembley.com/Video Version: https://youtu.be/oCWgg9nNEr4
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Feb 13, 2025 • 19min

Tyler Jensen, President at The Top Performance Group - PIR Ep. 634

Tony chats with Tyler Jensen, President at The Top Performance Group, a professional development platform that helps business owners overcome fear, complacency, the feeling of being overwhelmed, and burnout. They help you achieve top performance and satisfaction in your life and business. Tyler came from running an agency and then being a carrier marketing rep.Tyler Jensen: https://www.linkedin.com/in/tyler-jensen/The Top Performance Group: https://thetopperformancegroup.com/
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Feb 12, 2025 • 24min

Cheryl Koch - Presenting the Ultimate Account Manager Program - PIR Ep. 633

Tony chats with Cheryl Koch, CEO of Agency Management Resource Group, announcing the launch of their improved Ultimate Account Manager program. This training teaches Account Managers the Caught Up Workflow Management system which helps them get caught on their pending and NEVER fall behind, all without going insane or working crazy hours. How would you like your Account Managers to always be caught up and to love their jobs? The first cohort starts very soon, so hurry!Cheryl Koch: https://www.linkedin.com/in/cherylkoch/Ultimate Account Manager: https://ultimateaccountmanager.com/Video Version: https://youtu.be/0it65BqhaRo
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Feb 11, 2025 • 33min

Jenn Knight, Co-Founder and CTO at AgentSync - PIR Ep. 632

Tony chats with Jenn Knight, Co-Founder and CTO at AgentSync. This is an update episode, her co-founder Niji was on ep. 342. AgentSync started in 2018 with the focus of helping US agents and agencies onboarded and get their licensing in order and streamlined. They started with a strong compliance focus and now have grown to also have a strong focus on efficiency. Jenn speaks about their work with incredible passion and this is a fascinating episode!Jenn Knight: https://www.linkedin.com/in/jlouiseknight/AgentSync: https://agentsync.io/Prior episode with Niji: https://youtu.be/XmdhJWeLMVk?si=ZZ7nRk2fgyP2ii2iVideo Version: https://youtu.be/r0Nq8KBl6fs
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Feb 10, 2025 • 34min

The Art & Science of MGAs - Tricura's Approach To Underwriting & Covering Skilled Nursing Facilities E631

In this episode of Profiles in Risk - Nick spoke with Matthew Queen co-founder and COO of Tricura, an MGA specializing in liability risks for skilled nursing facilities. About the Guest- Company: Tricura- Focus: Managing General Agent (MGA) in the insurance industry- Expertise: Skilled nursing facilities and specialized risk management Key Topics Discussed:1. MGA Model Evolution   - Comparison with traditional carrier models   - Increased agility and innovation capabilities   - Role in modern insurance market   - Specialization advantages2. Technology and Risk Management   - Integration of modern technology   - Challenges with legacy systems   - Innovation in underwriting processes   - Data-driven decision making3. Underwriting Approach   - State law considerations   - Decision-making speed   - Risk assessment methodology   - Portfolio management strategies4. Actuarial and Underwriting Dynamics   - Comparison of actuaries to fortune tellers   - Underwriter role as calculated risk-takers   - Modern hedge fund-like approach   - Balance of art and science in underwriting5. Strategic Portfolio Management   - Claims payment importance   - Long-term profitability focus   - Risk management strategies   - Portfolio diversification Additional Context:- Episode focuses on the evolving role of MGAs in the insurance market- Highlights the importance of specialization and innovation in insurance- Discusses the balance between traditional insurance principles and modern approaches- Emphasizes the importance of agile decision-making in today's market
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Feb 6, 2025 • 24min

Josh Riley, Co-Founder and Managing Director at Upfort - PIR Ep. 630

Tony chats with Josh Riley, Co-Founder and Managing Director at Upfort, a leading platform for cyber security and insurance that provides holistic protection from evolving cyber threats. They do proactive loss control for your cyber insurance portfolio and lower your loss ratio.Josh Riley: https://www.linkedin.com/in/joshrileyins/UpFort: https://www.upfort.com/Video Version: https://youtu.be/3k84vtxd9PQ

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