Profiles in Risk

Insurance Nerds

Join insurance nerds Carly, Nick and Tony as they discuss insurance careers, insurtech startups and current events in the insurance industry in their fresh and unique style. This is not your grandpa's insurance industry!

  • 27 minutes 20 seconds
    Tiana Schowe, COO & Co-Founder at meshVI - PIR Ep. 544

    Tony chats with Tiana Showe, COO & Co-Founder at meshVI, they are a transportation insurance administration platform. They take all the manual processes that exist in transportation insurance: vehicle schedules, driver schedules, and much more in a single platform that's accessible by insureds, agents, wholesalers, brokers, carriers, adjusters, lienholders, certificate holders, etc. This streamlines every process in this space and makes it so much more efficient.

    Tiana Schowe: https://www.linkedin.com/in/tianaschowe/
    meshVi: https://www.fleetvims.com/web/index

    Video Version: https://youtu.be/1xP6ZB5Gqzk

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    15 May 2024, 1:00 pm
  • 25 minutes 49 seconds
    Valkyrie Holmes Co-Founder and CEO at Faura - PIR Ep. 543

    Tony chats with Valkyrie Holmes Co-Founder and CEO at Faura, they help homeowners understand how likely their home is to survive a natural disaster after a 10 minute app-based assessment. A dollar of mitigation can prevent $4 to $7 in avoided future losses.

    Valkyrie Holmes: https://www.linkedin.com/in/valkyrieholmes/
    Faura: https://faura.us/

    Video Version: https://youtu.be/AitL7NTltsQ

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    13 May 2024, 12:00 pm
  • 50 minutes 49 seconds
    Chantal Roberts, CPCU - Author of "Once Upon a Claim" - PIR Ep. 542

    Tony chats with Chantal Roberts, long-time insurance professional, fellow CPCU, and author of the new book "Once Upon a Claim". A wonderful, uplifting conversation you should not miss!

    Chantal Roberts: https://www.linkedin.com/in/chantal-roberts-cmrconsulting/
    Once Upon a Claim: https://amzn.to/3wi1b7n

    Video Version: https://youtu.be/Tnst7XAEA58

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    Moving + Packing Tips and Hacks, Real Estate & Life
    Listen to 'Life Beyond Boxes Podcast' – the art of moving with ease and confidence!
    9 May 2024, 12:00 pm
  • 32 minutes 32 seconds
    Gage Caligaris, Founder and CEO at Ledgebrook - PIR Ep. 541

    Tony chats with Gage Caligaris, Founder and CEO at Ledgebrook, a tech-enabled E&S MGA. Using data and insurance expertise to improve E&S. Taking the best of modern technology and the best of insurance people and combining that into a compelling offering for the brokers that set you up with faster and more consistent quotes.

    Gage Caligaris: https://youtu.be/HQ_KDqhwD1o
    Ledgebrook: https://www.ledgebrook.com/

    Video Version: https://youtu.be/HQ_KDqhwD1o

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    6 May 2024, 12:00 pm
  • 24 minutes 48 seconds
    Vivek Kaliraman, Founder at Perci - PIR Ep. 540

    Tony chats with Vivek Kaliraman, Founder at Perci, they are an all-in-one disaster preparedness solution to help consumers protect their family and their home. It can also be offered as an employee benefit. Almost two thirds of people are not prepared for disasters!

    Vivek Kaliraman: https://www.linkedin.com/in/vivek-kaliraman/
    Perci: https://perci.us/

    Video Version: https://youtu.be/YUdANakV6g4

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    1 May 2024, 12:00 pm
  • 34 minutes 40 seconds
    Manish Khetan, Co-Founder and President of Xceedance - PIR Ep. 539

    Tony chats with Manish Khetan, Co-Founder and President of Xceedance. They are basically an insurance company without capital and distribution! How does that work!?!?! They specialize in helping insurtech and insurance organizations, especially in P&C Large Commercial space. Once an insurance company has secured capital and has a distribution network, Xceedance can manage the entire rest of the operations from submissions to renewals, including claims and everything in between. They operate in the US, Europe, and Asia. A truly fascinating conversation you don't want to miss!

    Manish Khetan: https://www.linkedin.com/in/manish-khetan/
    Xceedance: https://xceedance.com/

    Video Version: https://youtu.be/hBGuhFaECaU

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    29 April 2024, 12:00 pm
  • 57 minutes 4 seconds
    Andrew Suesserman, Chief Revenue Officer at Affinity Advisors - PIR Ep. 538

    Tony chats with Andrew Suesserman, Chief Revenue Officer at Affinity Advisors, a digital insurance platform, where retail brokers, wholesaler brokers, and associations who work with a lot of small and middle market businesses can use the platform to very quickly rate, quote and bind various types of insurance including: Cyber, D&O, EPLI, and other miscellaneous coverages.

    Andrew Suesserman: https://www.linkedin.com/in/andrew-suesserman/
    Affinity Advisors: https://www.affinity-advisors.com/

    Video Version: https://youtu.be/FhQXJ7P41Dc

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    Moving + Packing Tips and Hacks, Real Estate & Life
    Listen to 'Life Beyond Boxes Podcast' – the art of moving with ease and confidence!
    25 April 2024, 12:00 pm
  • 20 minutes 59 seconds
    Cory Schmidt, CTO & Co-Founder at AgencyBloc - PIR Ep. 537

    Tony chats with Cory Schmidt, CTO & Co-Founder at AgencyBloc, an agency management system for Life and Health agencies. Started in 2008 out of the need for an AMS for Life and Health MGAs with a heavy focus on wholesaling. It has now grown into an all-encompassing wholesale and retail AMS.

    Cory Schmidt: https://www.linkedin.com/in/coryschmidt/
    AgencyBloc: https://www.agencybloc.com/

    Video Version: https://youtu.be/aqyLBmqLGsw

    23 April 2024, 12:00 pm
  • 27 minutes 46 seconds
    Vamsi Danturti, Insurance Digital Strategist - PIR Ep. 536

    Tony chats with Vamsi Danturti about his career from India to the US, from Deloitte to Capgemini to SalesForce, and more. Great conversation about the IT side of insurance to the business side. Lots of great advice on this episode!

    Vamsi Danturti: https://www.linkedin.com/in/vamsidanturti/

    Video Version: https://youtu.be/iqxJGingPhQ

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    15 April 2024, 12:00 pm
  • 21 minutes 22 seconds
    Kerry Macca - PIR Ep. 535

    Tony has a career conversation with long-time insurance leader Kerry Macca. Kerry started in underwriting back in the manual coverage days. After 10+ years in underwriting, she transitioned to serve the industry at several vendors including LexisNexis, Microsoft, and CoreLogic. Lots of lessons in a fascinating insurance career.

    Kerry Macca: https://www.linkedin.com/in/kerrymacca/

    Video Version: https://youtu.be/40Yc47f9lyA

    10 April 2024, 11:00 am
  • 30 minutes 57 seconds
    Tanya Coburn, Queen Bee at Amplify Broker TechFest - PIR Ep. 534

    Tony chats with Tanya Coburn, VP of Marketing and Communications at Trufla about the upcoming Amplify Broker TechFest 2024 in Calgary, the biggest insurtech conference in Canada! 🇨🇦 🍁 We're giving away an all-access pass to the conference to anyone who comments below before end-of-day April 16th.

    Tanya Coburn: https://www.linkedin.com/in/tanyacoburn/
    Amplify Broker TechFest: https://www.trufla.com/amplify/

    Video Version: https://youtu.be/3uByysnPpYc

    David C Barnett Small Business and Deal Making M&A SMB
    I discuss buying, selling, financing and managing small and medium sized businesses...

    Listen on: Apple Podcasts   Spotify

    9 April 2024, 12:00 pm
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