Profiles in Risk

Insurance Nerds
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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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Feb 5, 2025 • 14min

Brennen Grone, EVP of Sales at Rainbow - PIR Ep. 629

Tony chats with Brennen Grone, EVP of Sales at Rainbow; they are a vertically focused MGA known for specializing in restaurants and are excited to announce new verticals today. They are not a bind or decline platform, they have top-of-the-line technology upfront and real underwriters on the background to help agents win in the gray areas. They are excited to announce new verticals in beauty and wellness, health and fitness, electrolysis, and even piercing studios.Brennen Grone: https://www.linkedin.com/in/brennen-grone/Rainbow: https://www.userainbow.com/Video Version: https://youtu.be/gdQnlmyJqaQ
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Feb 4, 2025 • 16min

Tyler Amundsen, CEO at LightDoc - PIR Ep. 628

Tony chats with Tyler Amundsen, CEO at LightDoc, a technology platform built for commercial insurance brokers to help them improve retention, save time, and focus on higher-value account management tasks. It allows agencies and brokers to unlock the data they're sitting on and make the most of AI agentic workflows. It allows Account Managers to do contract reviews, COI requests, and policy checks in under 3 minutes. All of that with minimal changes to your existing workflows.Tyler Amundsen: https://www.linkedin.com/in/tyler-amundsen-3051b5142/LightDoc: https://www.lightdoc.ai/Video Version: https://youtu.be/xGFeK222BjI
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Feb 3, 2025 • 33min

Greg Purdy, CEO at Rival Insurance Technology - PIR Ep. 627

Tony chats with Greg Purdy, CEO at Rival Insurance Technology, they offer a broker product, an MGA product, and a quoting product. RPM, the Rival Platform and Marketplace, launched last July as an AI-first platform that has no menus. It allows the user to interact with the software conversationally. RPM sits on top of your AMS/BMS. They do also offer their own AMS/BMS. It was built specifically for the needs of the largest agents and brokers in the world to serve them in a way the traditional competitors haven't been able to.Greg Purdy: https://www.linkedin.com/in/greg-purdy-b1b5772/Rival Insurance Technology: https://rivalit.com/Video Version: https://youtu.be/_5M1KdgRuMA
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Jan 29, 2025 • 21min

Eliron Ekstein, CEO at Ravin.AI - PIR Ep. 626

Tony chats with Eliron Ekstein, CEO at Ravin.AI, they have built a platform that combines AI-assisted image capture technology that helps insureds get the right photos of their auto accident. It also helps prevent fraud. The platform uses AI to assess the repairs needed for that vehicle.Eliron Ekstein: https://www.linkedin.com/in/eliron-ekstein-41609819/Ravin: https://Ravin.aiVideo Version: https://youtu.be/cj1tJwA3Hfo
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Jan 28, 2025 • 53min

John Harvey, Founder and CEO at CrashBay - PIR Ep. 625

Tony chats with John Harvey, Founder and CEO at CrashBay, they are a digital marketplace for collision repair. Basically, it's an Expedia for auto-collision repair. Their mission is to connect car owners and carriers with trusted repair shops in a digital marketplace. They can significantly lower the number of days it takes to get a car repaired by making sure it makes it into the right qualified shop with the right availability right now. This is an excellent discussion on optimizing auto repairs closing the claim faster, and getting the customer back into their own vehicle ASAP.John Harvey: https://www.linkedin.com/in/johnharveymbacrm/CrashBay: https://www.crashbay.com/Video Version: https://youtu.be/HBfZmFFnDDQ

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