Risk Management: Brick by Brick

Rochelle Clarke, founder of Continuity Strength and former FMCG continuity lead, builds tech that makes resilience simple for small and mid-sized businesses. She discusses the monitoring gap in vendor management and how small vendors can be attack gateways. She explains using AI and resilience scores to scale assessments and tailored due diligence for SMBs.

TJ Reardon, a private client adviser experienced with complex personal balance sheets. Sarah Scott, a high-net-worth insurance specialist with ~30 years in private client services. They explore relationship-driven service, the waterline framework for gauging risk, why phone conversations and empathy matter, translating bespoke needs into coverage, and how AI can free time for deeper human connection.

Rob Lewis, CEO of Intex Insurance Software, brings carrier and software experience and champions purpose-built, simple tech for specialty and reinsurance markets. He explains why legacy systems overcomplicate insurance. He explores live, transparent data for risk managers, the need for focused reinsurance tools, UX that keeps teams engaged, and cautious use of AI with sensitive carrier data.

Grant Beck, Head of Innovation & Optimization at KBA Group, applies operational AI to speed claims and support staff. He discusses cutting FNOL from days to seconds, automating assessor booking with maps, gamifying AI as "Barry" to ease adoption, keeping humans in the loop, and using AI to spot sentiment and vulnerability while freeing staff for complex work.

We're coming to you LIVE from ITC 2025!In this episode of Risk Management: Brick by Brick, host Jason Reichl sits down with Jack Ramsey, VP of the Agent Channel at NEXT Insurance, to discuss the radical shift in how small business insurance is sold and serviced. With over 35 years of industry experience, Jack offers a unique perspective on why the "traditional" manual underwriting model is a death sentence for small commercial profitability.Discover how NEXT Insurance uses a digital-first mindset to turn a 5-day quoting cycle into a 5-minute win. Jack dives into the "secret sauce" of using social media scraping and rich data to understand risk in real-time—uncovering everything from hidden dance floors to happy hour specials that traditional questionnaires miss. Whether you are a national broker or a one-person retail shop, this conversation reveals how to remove administrative friction and get back to the "true people activities" that drive revenue.To find out how TrustLayer manages risk so that people can build the physical world around us, head to TrustLayer.io.Podcast Host: Jason Reichl Executive Producer: Don HalliwellEpisode Highlights00:46 – Meet Jack Ramsey: 35 Years of Agency and Carrier Evolution01:40 – NEXT Insurance’s Mission: Simple, Tailored, and Fully Digital02:38 – The Three Channels: Direct, Partnerships, and Agents03:52 – The Profitability Gap: Why Manual Underwriting Fails Small Business05:17 – Technology First: Guiding Agents Through the Risk Journey07:13 – Market Clarity: Dominating the Micro-Commercial Space09:38 – The Next Generation: Watching a Digital-First Agency in Action11:21 – Removing Menial Tasks: The 2026 Agent Value Proposition12:05 – Real-Time Quoting: Moving from Questionnaires to Rich Data14:05 – Nimble Innovation: How NEXT Responds to Market Needs in 30 Days16:31 – Risky or Too Risky: The "Super Sauce" of Social Media Scraping18:24 – Career Advice: Embracing Technology as an Insurance AgentRisk Management: Brick by Brick is handcrafted by our friends over at: fame.soPrevious guests include: Seth Hausman of Kraus-Anderson Insurance, Matthew Meyer of The Horton Group, Diana Rich of Foundation Building Materials, Christy McHenry of Suffolk Construction, Mark Rieder of NFP, and Cory Mangum of Primoris Services Corporation. Check out the three most downloaded episodes: Managing Your Risk Portfolio with Seth HausmanFocusing on Specialization with Matthew MeyerRisk Management is Everywhere with Diana RichIf you are interested in being a guest on Risk Management: Brick by Brick, please complete this form: fame.so/trs-guest

We're coming to you LIVE from ITC 2025!In this episode of Risk Management: Brick by Brick, host Jason Reichl sits down with Todd Greenbaum, CEO of Input 1, to discuss the critical role of payment systems in modernizing the insurance industry. With 40 years of experience in a 42-year-old family business, Todd offers a deep perspective on how digitizing the billing process protects policyholders and reduces operational risk.Discover why "optionality" is the key to a better customer experience, how to bypass the hurdle of legacy systems using modifiable APIs, and why the "ready, fire, aim" approach is the biggest pitfall for new InsurTechs. Todd shares his "bespoke" approach to payment plans and provides essential advice for those looking to build a long-lasting career in the industry.Whether you're a carrier struggling with flat files or a broker looking to deepen customer relationships, this conversation reveals why being thoughtful about architecture is the only way to materially change how you think about business.To find out how TrustLayer manages risk so that people can build the physical world around us, head to TrustLayer.io.Podcast Host: Jason Reichl Executive Producer: Don HalliwellEpisode Highlights01:40 – A 40-Year Legacy: The Input 1 Story02:23 – The Power of Optionality for Policyholders and Agents04:02 – Reducing Risk Through Digitized Premium Billing04:56 – Bridging the Gap: Connecting to Legacy Insurance Systems06:31 – Customizable APIs: Turning Flat Files into Digital Wins07:43 – Bespoke Payment Plans: Moving Beyond Standard Installments08:46 – Automation Flags: Streamlining Policy and Endorsement Data10:13 – Pitfalls of Scaling: Avoiding the Sunk Cost of Legacy Rituals14:06 – Payment Security: Why Reinstatement Risk is a Critical Concern14:43 – Changing Broker Economics through Digital Intelligence17:05 – Think Before You Go: The Importance of Digital Architecture18:49 – Career Longevity: Find Something Broken and Stick to ItEpisode Resources:Todd Greenbaum’s LinkedInInput 1 Official WebsiteTrustLayerIf you enjoyed this episode, please (with a cherry on top):Subscribe, rate, and review it on Apple PodcastsFollow TRS on SpotifyTell a friend!Risk Management: Brick by Brick is handcrafted by our friends over at: fame.soPrevious guests include: Seth Hausman of Kraus-Anderson Insurance, Matthew Meyer of The Horton Group, Diana Rich of Foundation Building Materials, Christy McHenry of Suffolk Construction, Mark Rieder of NFP, and Cory Mangum of Primoris Services Corporation. Check out the three most downloaded episodes: Managing Your Risk Portfolio with Seth HausmanFocusing on Specialization with Matthew MeyerRisk Management is Everywhere with Diana RichIf you are interested in being a guest on Risk Management: Brick by Brick, please complete this form: fame.so/trs-guest

Eliron Ekstein, Co-founder and CEO of Raven.AI, shares his journey from a Shell energy lab to revolutionizing vehicle inspections with computer vision. He discusses how their innovative 360-degree scans enhance damage detection and cut claim processing times in half. Eliron highlights a significant paradigm shift towards an 80/20 automation model in claims and why real-world data is crucial for AI advancements. He also emphasizes the importance of transparency and building trust through solid evidence, reshaping the industry's approach to asset management.

Bill Brower, Senior VP at Solera North America Claims, shares insights from his 35-year career in insurance. He discusses the transformative power of AI in the claims process, emphasizing its potential for instant payouts and customer-friendly experiences. Bill highlights the cultural barriers to technology adoption, advocating for a test-and-learn mindset. He predicts that by 2030, most claims will be handled virtually, dramatically reducing response times. A must-listen for those navigating the future of claims automation!

Ashish Srivastava, Head of North America Insurance & Risk Management for Blackstone Real Estate, discusses transforming insurance with InsurTech and AI. He highlights the crucial gap between customer needs and market offerings. Ashish emphasizes that innovative tech should top brand loyalty when selecting partners. He shares practical AI use cases, like sensors for loss prevention, and introduces an AI team model to reshape how carriers operate. His insights on leadership commitment and fostering curiosity provide a roadmap for risk managers navigating the evolving landscape.

In this limited series of Risk Management: Brick by Brick, host Jason Reichl sits down with Marci De Vries, CEO of Fraud Sniffr, for Episode 4 of ‘Documentation & Organization’ for a fascinating conversation about the intersection of social media, AI, and insurance fraud investigations. As a serial entrepreneur and investigative expert, Marci shares how her company ties investigative data to tangible reductions in claims awards and timelines, turning investigation from a "waste of money" into a clear ROI.Discover how fraudsters are becoming more "analog" to avoid digital detection, why generative AI cannot be trusted for official reports but is invaluable as an investigative tool, and the alarming rise of social media communities that coach people on how to get bigger settlements. Learn why ethical investigators must remain neutral and what advice Marci gives her clients for positioning themselves for the next set of fraud—investigate everyone.To find out how TrustLayer manages risk so that people can build the physical world around us, head to TrustLayer.io.Podcast Host: Jason ReichlExecutive Producer: Don HalliwellEpisode Highlights:00:00 - Intro: Welcome to Risk Management Brick by Brick00:38 - Marci's Journey: From Novelist to CEO of Fraud Sniffr02:58 - The Business Model: Tying Investigation Data to Revenue 05:00 - The Evolving Fraudster: Why Analog Methods are Trending 06:33 - Accidental vs. Intentional Fraudsters and Their Cover-Ups 08:16 - The AI Problem: Why Carriers Don't Want Generative AI in Reporting 10:59 - Crime Rings: Using Data Mining to Find Connected Claims 12:21 - The Social Media Communities That Coach Fraud 14:52 - Ethics of Investigation: Our Heart is in Truth, Not Sides 17:39 - Preparing for the Next Fraud: Investigate Every Player 19:31 - Risky or Too Risky: Al, Profiling, and Whistleblowers27:20 - Final Thoughts: The Best Career Advice Is to Trust YourselfEpisode Resources:Marci DeVries’s LinkedInFraud SniffrTrustLayerIf you enjoyed this episode, please (with a cherry on top):Subscribe, rate, and review it on Apple PodcastsFollow TRS on SpotifyTell a friend!Risk Management: Brick by Brick is handcrafted by our friends over at: fame.soPrevious guests include: Seth Hausman of Kraus-Anderson Insurance, Matthew Meyer of The Horton Group, Diana Rich of Foundation Building Materials, Christy McHenry of Suffolk Construction, Mark Rieder of NFP, and Cory Mangum of Primoris Services Corporation. Check out the three most downloaded episodes: Managing Your Risk Portfolio with Seth HausmanFocusing on Specialization with Matthew MeyerRisk Management is Everywhere with Diana RichIf you are interested in being a guest on Risk Management: Brick by Brick, please complete this form: fame.so/trs-guest