In this conversation, Rob Beller and Lee interview Jenn Knight, the CTO and co-founder of Agentsync, a technology company focused on streamlining the insurance compliance process. They discuss the company's origins, the role of technology in improving agent onboarding, and the evolving landscape of insurance technology. Jenn shares insights into the challenges faced by agents and carriers, the importance of personal connections in insurance, and the recent growth and fundraising success of Agentsync. Jenn also discusses her journey in fundraising, the importance of maintaining relationships with investors, and the evolving role of AI in the insurance industry. She emphasizes the need for human involvement in insurance processes, even as technology advances. The discussion also touches on the implications of AI for job creation and destruction, and concludes with insights into the future aspirations for Agentsync, focusing on enhancing connectivity and compliance in the insurance space.

• Jenn Knight discusses the inception of AgentSync and its focus on simplifying regulatory compliance and agent onboarding through technology.
• Insightful conversations about the evolving role of agents and the company’s commitment to enhancing the agent experience.
• The impact of artificial intelligence on the insurance industry and how AgentSync is integrating AI into its processes.
• The challenges and opportunities faced in the current fundraising environment and AgentSync's roadmap for continued growth.
• Jenn shares her thoughts on the future of insurance technology and AgentSync's vision for a more connected industry ecosystem.

• "We started with the premise that technology could help streamline [agent onboarding] and make that ready-to-sell experience meaningfully better in this space." – Jenn Knight
• "Insurance is so, so personal. And there are aspects that you do not want to get wrong or be left out trying to talk to a chatbot about, frankly." – Jenn Knight
• "Our goal is to use technology on both sides of the fence to help all the parties streamline that workflow and get access to products." – Jenn Knight

Garret Gray, President of CoreLogic Global Insurance Solutions, joins Rob and Lee on the FNO: InsureTech Podcast to share insights into his industry experience, INTRConnect 2025, and the growing role of A.I. in insurance. He highlights CoreLogic's approach to innovation, collaboration, and addressing industry challenges.

Key Highlights:

• INTRConnect 2025: Garret discusses how the event fosters collaboration among insurance stakeholders.
• A.I. Integration: Insights into CoreLogic's step-by-step adoption of A.I. for smarter solutions.
• Industry Challenges: Addressing high-risk regions like California and Florida with data-driven strategies.
• Strategic Growth: The impact of acquisitions on CoreLogic's market position.
• Emerging Trends: The use of diverse data sets for better risk assessment and innovations in claims management.

Quotes:

• "Our whole theme this year is Beyond All Limits. It's really about pushing the boundaries of what's possible." – Garret Gray
• "We all only want carriers to be healthy and profitable, just like we want contractors to be healthy and profitable." – Garret Gray

In this episode of the FNO: InsureTech Podcast, we welcome back a favorite guest, Bob Frady, to discuss his latest venture in the real estate sector with PropertyLens. Bob shares his journey from the sale of Hazard Hub to Guidewire, his brief attempt at retirement, and the innovative new service he is developing for homebuyers. Tune in to discover how this new tool empowers buyers with essential data and guidance, ensuring informed decisions in the complex world of real estate.

Key Highlights:

• Bob Frady discusses his transition from Hazard Hub to launching PropertyLens, a data-driven service for real estate buyers.
• The episode explores the idea of providing homebuyers with detailed property reports, akin to a "Carfax for homes."
• Bob emphasizes the importance of preparing buyers with the right questions to ask before purchasing a property.
• Insights into the significant data collection and reporting process behind Property Lens are shared.
• The episode highlights the potential impact of empowering consumers with data on the real estate and insurance industries.

Quotes:

• "We're here to arm the buyer with information before they put down their hard-earned money." – Bob Frady
• "Frequency is where you win the game — find the channel where your customers are." – Bob Frady
• "It's presenting data as an art form, and that's the art form I've lived in for over a dozen years." – Bob Frady

On this episode, host Rob Beller welcomes Sara Phillips from Great American Insurance Group to discuss her pivotal role in new revenue, strategic acquisitions, and partnerships. Sara delves into how the organization maintains a federated model with 36 divisions, each operating with significant autonomy, while integrating innovative insuretech solutions to drive growth. This episode offers unique insights into navigating strategic investments and partnerships within the insurance industry and beyond.

• Sara Phillips explains her diverse role involving new revenue streams, strategic acquisitions, and partnerships at Great American Insurance Group.
• Exploration of Great American's federated model, which includes 36 divisions operating with distinct autonomy.
• Insights into how the insurance marketplace is adapting to changes in valuation swings and strategic conversations.
• Discussion on the importance of strategic investments in fostering partnerships with InsureTech companies.
• Anticipation of the role of AI and generative technology in transforming insurance operations in the coming years.

• "Insurance companies should be well positioned to assess young companies and the risk there." – Sara Phillips
• "The next five years is going to be, especially with AI kind of folded into the mix, a really interesting time." – Sara Phillips

Join us on this episode as we speak with Leighton Healey, CEO and founder of KnowHow. Leighton introduces Knowhow's transformative app that revolutionizes employee onboarding and training through innovative A.I. technologies. He explores the role of A.I. in property restoration and the significant impact of online reviews on businesses. Join Leighton and Lee as they dive into engaging insights on how technology redefines workforce competence and customer experiences.

Key Highlights:

• Discover how KnowHow transitions companies from traditional operation manuals to a dynamic app.
• Understand the role of A.I. and machine learning in enhancing workforce training.
• Explore the challenges and opportunities in the property restoration industry during COVID-19.
• Understand the six common reasons behind one-star customer reviews.
• Learn about the real financial impact of negative reviews on business revenue.

Quotes:

• "KnowHow gives training teams and HR teams superpowers they didn’t think possible." – Leighton Healey
• "A legit one-star review can repel over $212,000 in potential revenue." – Leighton Healey
• "The number one reason for a one-star review is poor communication." – Leighton Healey

In this episode of the FNO: InsureTech Podcast, Rob Beller and Lee Boyd sit down with Caribou Honig, Chairman and Co-Founder of InsureTech Connect. Ever charming and insightful, Caribou shares insights from his experience building a home in Santa Fe, covering the challenges of obtaining homeowners insurance in wildfire-prone areas. The discussion explores the innovations and challenges of the insuretech marketplace, the implications of market dislocation, and the role of innovative insuretech players in addressing gaps. His candid reflections on the sector's growth, the role of technology, and future trends present valuable insights for all listeners involved in insuretech.

Key Highlights

• Caribou discusses the unique challenges of securing homeowners insurance in wildfire-risk areas, including market dislocation and pricing complexities.
• Insight into New Mexico's proactive water and wildfire management practices.
• A discussion on the current alternative insurance market offerings and the noticeable pricing diversity.
• Caribou reflects on the health of the insuretech landscape, emphasizing the importance of niche players and the potential future impact of A.I.
• The growth and influence of the InsureTech Connect conference in driving industry innovation and connection.

FNO Insuretech listeners: Use promo code ITCVFNO200 for $200 off your ITC Vegas registration.

Join us for a fun chat with Bill Harris, the Chief Customer Officer and co-founder of InsureTech Connect, as we dive into the exciting world of the upcoming InsureTech Connect Vegas (ITC Vegas) conference! Bill gives us the scoop on what attendees can look forward to, including cool new features, tailored programs, and those ever-popular networking opportunities. Bill shares how he helps make the massive conference feel cozy and manageable for everyone. From its startup-centric beginnings to now hosting industry giants like Salesforce, the ITC Vegas conference has become the ultimate gathering for insurance innovation. But don’t worry, startups are still the stars of the show with their own kiosks, while big tech, consulting firms, and solution providers join the mix. The event strikes a perfect balance between cutting-edge technology and the invaluable human touch of brokers and agents. With more young people and women joining the ranks, it’s clear the demographic is evolving. Plus, there are webinars, AI-powered session summaries, and a handy mobile app for networking and planning your schedule. Tune in for insights from Bill Harris and get ready for an exciting ride into ITC Vegas and the future of insuretech!

FNO Insuretech listeners: Use promo code ITCVFNO200 for $200 off your ITC Vegas registration. Register at: https://vegas.insuretechconnect.com/register

Key Highlights:

• Introduction to the ITC Vegas conference and its significance in the insurance industry.
• Overview of the new features and curated programs at this year's event.
• Details on the State Farm Startup Pitch Competition and its impact on startups.
• Insights into the unique networking opportunities and thematic experiences like the space theme for 2024.
• Discussion on the diversity and demographic shifts observed at ITC events over the years.
• FNO Insuretech listeners: Use promo code ITCVFNO200 for $200 off your ITC Vegas registration.

Quotes:

1. "ITC Vegas is the insurance conference to go to—it's where if you're in the insurance world, you go to ITC." – Bill Harris
2. "We've created these neighborhoods in the expo hall to help people find exactly what they're looking for more efficiently." – Bill Harris
3. "Our focus is on making sure attendees have a great experience and find value in every aspect of the conference." – Bill Harris

In this episode, Rob and Lee chat with Max Drucker, CEO and founder of Carpe Data, about the evolution of data usage in the insurance industry. Max shares insights into how Carpe Data harnesses innovative data products to automate decisions and predict insurance outcomes. From exploring the value of alternative data sources to discussing how AI and machine learning are revolutionizing the space, this episode offers a deep dive into the future of data-driven insurance solutions.

Key Highlights:

• Introduction to Carpe Data and its mission in the insurance industry.
• The company’s journey from inception to Carpe Data’s current focus areas.
• How Carpe Data leverages AI and machine learning to process vast amounts of data.
• The benefits of data automation and prediction for insurance carriers.
• Real-world applications of Carpe Data’s solutions in detecting fraud and improving underwriting.
• Discussion on the competitive landscape and Carpe Data’s unique positioning.

Quotes:

• "Carpe Data is a data company through and through. We make data products specifically for insurance carriers." – Max Drucker
• "Insurers are the original data scientists, predicting outcomes for literally centuries." – Max Drucker
• "We’re looking to create something that’s unique and provides a selection advantage for carriers." – Max Drucker
• “Predicting outcomes and using this type of information to predict outcomes is what carriers want.” – Max Drucker

In the latest episode of FNO: InsureTech, we sit down with Sivan Iram, Founder & CEO of Flow, to explore Flow’s role in the wholesale insurance brokerage industry. Sivan shares his unique insights into blending advanced technology with human expertise to provide unmatched service. Discover the significance behind Flow’s recent rebranding from Capitola, and gain valuable perspectives on AI’s role in enhancing broker workflows.

Key Highlights:

• The inspiration and reasoning behind rebranding Capitola to Flow Specialty.

• How Flow combines human expertise with cutting-edge technology for superior brokerage services.

• The significance of AI in optimizing broker workflows and decision-making.

• Insights into Flow’s focus on customer-centric service using a balanced approach between technology and human touch.

• The impact of strong investor partnerships, including Munich Re Ventures, on Flow’s growth and credibility.

Quotes:

• "To me, the vision of developing an internal culture and service that puts our stakeholders in a state of flow is paramount." —Sivan Iram

• "AI is not what you do; it’s how you do it. It’s a different way to think about digitizing knowledge and making it accessible to brokers." —Sivan Iram

• "The magic in life, as in business, is balance—combining human expertise with technology to outperform and better serve our clients." —Sivan Iram

• "We are a wholesale broker, but we operate in a very technological manner under the hood to deliver better service for our clients." —Sivan Iram

References:

• Flow Specialty: flowinsurance.co

• Munich Re Ventures: munichre.com

• Lightspeed Venture Partners: lsvp.com

FNO: InsureTech welcomes back Marc Fredman, Chief Strategy Officer at CCC Intelligent Solutions, for his third appearance on the show. As one of the largest and experienced drivers of data in the insurance industry, we’re excited to dive back in and hear what CCC is all about. Marc shares insightful updates on CCC’s latest advancements, including the role of AI in claims processing, the concept of Intelligent Experience (IX), and much more. Tune in today for a great discussion.

Key Highlights

• The evolution of CCC Intelligent Solutions and its impact on the PNC insurance economy.

• Marc’s role as Chief Strategy Officer and his vision for the future of customer-centric technology.

• The integration of AI in claims processing and its transformative potential.

• Introduction to the concept of Intelligent Experience (IX) and how it fuses customer, employee, and business metrics for optimal outcomes.

• Practical examples of AI applications in claim prediction, subrogation, and overall system management.

• Future trends and the inevitable advancement of AI in the insurance industry.

Quotes

• "Technology still has to be able to provide a real bottom line benefit for the people that use it." – Marc Fredman

• "With intelligent experience and the stuff that’s now possible with AI, you don’t have to choose among those things." – Marc Fredman

• "We are at diminishing marginal returns in terms of the old ways of thinking for technology." – Marc Fredman

• "An intelligent experience is one that just works." – Marc Fredman

With the 2024 Summer Olympics having come and gone, Rob and Lee discuss their enthusiasm for the Olympics and its events they enjoy in their latest short. They share their national pride and support for international athletes while drawing parallels between the cooperative nature of the Olympics and the insurance industry. They mention some of their favorite sports and express their excitement for future events and admiration for the athletes' dedication and hard work.

Key Highlights:

• The allure and unifying nature of the Olympics.

• Experiencing the Olympics through personal stories.

• The cultural impact of watching athletes achieve their best.

• Comparisons between Olympic and insurance industry competition.

• Insights into supportive competition among insurance carriers.

Quotes:

• "I’ve always loved the Olympics. It’s fascinating to see people who are the best of the best." – Rob Beller

• "Everyone wants countries to do well. It’s about humanity and support." – Lee Boyd

• "Insurance is generally a pretty friendly environment." – Rob Beller

• "The London insurance market was the most friendly, open, welcoming experience." – Lee Boyd

References:

• 2024 Paris Olympics coverage on Peacock

• History of Munich Olympics tragedy in 1972

• 23andMe for tracing ancestry