Profiles in Risk

Paul Drake, Founder at Adventus AI, they help commercial and personal lines brokers who write a lot of property risks put together the most complete submission that wins with an underwriter. The primary means by which they do this is by using AI to bring in all available data, extract the correct property information about a particular property or multi-family complex and turn this information into a winning application.Paul Drake: https://www.linkedin.com/in/jpdrake/Adventus AI: https://www.adventusai.com/Video Version: https://youtu.be/YpR-RUsUu2M

Tony chats with Francisco Lopes, Co-Founder and CEO at Sonant AI, they build AI receptionists for P&C insurance agencies. They create AIs that really sound human, with no lag, and is able to take the requests, recognize the phone number that is calling, create a personal touch, and act as needed. After the call you get the summary of your interaction and goes straight into your system too. Free up your licensed staff from non-revenue generating calls and enable your agency to grow!Francisco Lopes: https://www.linkedin.com/in/francisco-joao-lopes/Sonant AI: https://www.sonant.ai/Video Version: https://youtu.be/XuEWvhcym3Y

Doug Ver Mulm, CEO and Co-Founder at Turris, they are focused on solving the problems of the MGA space. They have built everything from the ground up from the perspective of people who actually ran an MGA. They are working on automating anything on the back office related to agency relationships for MGAs or Carriers.Doug Ver Mulm: https://www.linkedin.com/in/douglasvermulm/Turris: https://www.turrisfi.com/Video version: https://youtu.be/gMOIIVoZ98A

Tony chats with Maggie Buchanan and Martin Calhoun at Residence, an insurtech that partially exists because of this show, AND is trying to go after a crucial problem with an innovative solution. Residence insurance prevents people from getting evicted in case of a qualifying economic hit like getting fired or an unexpected illness. This is an amazing private market solution to a social problem. A MUST NOT MISS EPISODE!Maggie Buchanan: https://www.linkedin.com/in/maggiebuchanan/Martin Calhoun: https://www.linkedin.com/in/martincalhoun/Video Version: https://youtu.be/hfpT0R4Sn04

Tony chats with Nick Reed, Managing Director and Harvey Sholes, Head of Consulting at Ninety Innovation. They are the insurance innovation experts. They launched 12 years ago and have done 400 different projects for 60 carriers across all lines, all classes, and all geographies. They help insurance companies launch new ideas to market, build the capabilities to be more innovative and they equip insurance teams to be more able to innnovate. The name Ninety comes because they were founded with the mission of donating a billion pounds sterling for good causes so they donate 90% of their profits.Ninety Innovation: https://ninety.com/Nick Reed: https://www.linkedin.com/in/nicholascreed/Toby Harvey-Sholes: https://www.linkedin.com/in/toby-harvey-scholes-546b16a2/Video Version: https://youtu.be/Ij-QlUnlzbQ

Tony chats with Andrew Townsend, Marketing Operations Manager at Smarty and Ryan Muir, Senior Product Marketing Manager at Smarty. They are an address location intelligence company. They do geocoding helping you find the exact coordinates of any address. Their autocomplete helps forms get completed faster when it comes to addresses. They can help you increase your revenue, streamline your processes and reduce your risk.Andrew Townsend: https://www.linkedin.com/in/andrew-townsend-utah/Ryan Muir: https://www.linkedin.com/in/ryan-muir-product-marketing/Smarty: https://www.smarty.com/Video Version: https://youtu.be/2y76xuoI0ME

Tony chats with Cortney Helfrich, Chair of the RISE Education Committee, they have been doing AWESOME work that you should not miss. They are starting to create an Introductory Certificate Program for Insurance which will cover Auto, Property, and Subrogation with much more to come.Cortney Helfrich: https://www.linkedin.com/in/cortney-helfrich-scla-gold-5b5b675b/RISE: https://riseprofessionals.com/RISE Leadership Summit: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/Prior episode with Amy Cooper about RISE and the 2025 Leadership Summit: https://youtu.be/tZna3bCi88U?si=vN3k_Xjlhh3UUHn_Tier List of Insurance Roles Video: https://youtu.be/lhV29iM_n5A?si=-_PDaWmOS5HBuvmjVideo Version: https://youtu.be/c3jgPCyhN8g

Tony chats with Luis Diaz, Founder & CEO at ClaimMentor, they are a reimagined solution for claims recoreded statements handling everything from scheduling to an intelligent summary of the meeting. Your average adjuster spends 2 to 2/12 hours per day just on scheduling calls. That gets automated with ClaimMentor. They then guide the adjuster on what to ask and especially feeds the adjuster the right followup question that a senior adjuster would know to ask.Luis Diaz: https://www.linkedin.com/in/luisarturodiaz/ClaimMentor: https://www.claimmentor.com/Video Version: https://youtu.be/Vn-F5m7KoLU

Tony chats with David Schraub, a credentialed actuary in both the US and Europe, who now runs a consulting firm specializing in AI ethics. A fascinating episode that is embarrassingly late in being released.David Schraub: https://www.linkedin.com/in/davidschraub/David Schraub Actuarial Consultancy: https://www.davidschraubactuary.com/Video Version: https://youtu.be/FwVW5CoPlc0

Tony chats with Yandy Plasencia, Founder & CEO at DataHaven Software, they are a core infrastructure company solving the foundational data problem. They live in the intersection of carriers and TPAs. Core focus on making sure the foundational data they make sure there are no data silo. If there is no fully automated data lakehouse yet, they can build it for you in an automated way. They offer a fully managed solution focused on the $200M to $700M in Annual Recurring Revenue regionals and super-regionals and looking to eventually grow into the Tier 1 carriers. This is an episode you don't want to miss!Yandy Plasencia: https://www.linkedin.com/in/yandyplasencia/DataHaven Software: https://www.datahaven.software/Video Version: https://youtu.be/MFe3QkVHV5o