Fun Insurance Solutions

For over twenty years in the insurance industry, Erin Dey has dedicated her professional career to helping others. From insurance agents to agency owners, underwriters, and consumers, her love and passion for helping others have made her one of the top leaders in our industry. 

In this episode, you will get to learn all about Erin and her journey through the insurance industry. Her story is inspiring and her knowledge and expertise will make you want to work with her and her team. Erin is the owner and Agency Principal of Agency Insurance & Financial Services, an independent insurance agency that specializes in Errors & Omissions (E&O) insurance for independent agencies. 

Throughout her career, Erin has held various positions on both the retail side and broker side of the insurance world. What sets her apart is her unwavering commitment to creating an excellent customer experience, tailored specifically to meet the unique needs of each client. At her agency, they thrive on the challenge of adapting their approach for every agency they work with, always aiming to be one of their top resources.

FUN FACT: Erin has an identical twin sister named Laura. Laura is her “person in life” and sounding board. Because they are really identical, it is hard for people to actually differentiate them which makes it lots of fun for them. 

Make sure you connect with Erin on LinkedIn here. 

This episode is brought to you by Cyber Made Simple:  

Insurance companies, wholesalers, captives, MGAs, and PEOs, are you struggling to provide cyber liability coverage to your small business clients? We know cyber is a difficult peril to manage, and we understand it is a risk you don't want to carry on your paper. We get it! This is where we come in. We have made cyber liability insurance really simple. We help you add cyber liability insurance to your commercial portfolio as a bolt-on coverage. Not only we will help you grow your commercial portfolio, increase revenues, and maximize retention, but we will also help you protect your small business clients from this horrible peril. Through our Cyber Risk Purchasing Group, your insurance company or MGA can now include cyber liability insurance as a bolt-on coverage for your small business clients. It’s simple, easy, cost-effective, and more importantly, you get to make tons of revenue. 

Think about this: no risk to your paper, no filings, no claims handling, no reinsurance, no applications, and available on an admitted basis in all 50 States, Puerto Rico, and Washington D.C. through an AM Best 'A-' rated carrier. 

Can it get better? Of course, it can! Carriers, Wholesalers, Captives, PEOs, and MGAs using our Cyber Risk Purchasing Group policy are making hundreds of thousands of dollars of additional revenue. Awesome! Right? So, contact us NOW so we can help you take your company to the next level. 

Visit https://cyberinsurance.services/ to contact us and learn more about the Cyber Program.

Remember to subscribe to our podcast and download all our episodes on your iPhone, Android, Audible, or Spotify so you can listen to us anywhere in the world and in your own time. 

Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

From selling golf balls back to golfers on her lemonade stand to Independent Agency Owner to InsureTech CEO, the great Margeaux Giles is an inspiring serial entrepreneur. You will love every second of her story. 

Margo, as everyone calls her, is the CEO of IRYS InsurTech, an Agency Management System (AMS) platform that was “Built by Agents, for Agents”. She is an experienced industry leader in Insurtech with a proven track record of evaluating, creating, and implementing software for Insurance Agents, Carriers, Wholesalers, and Retail Insurtech vendors. She has over a decade of executive experience in building operations and go-to-market strategy in enterprise settings along with several years on the MGA/Wholesale submission and issuance processes as well as API creation and integrations in the Carrier/Reinsurance space.

In this dynamic discussion, Ariel Rivera and Margo sat down to discuss her story and what inspired her to build the amazing IRYS AMS. She provides an insightful analysis of her experience in developing the AMS, pinpointing the gaps in current technologies that fail to capture crucial relationship data, that are vital for agency owners to scale their businesses and deepen their relationships with their clients. She loves advocating for a more integrated approach to data management, aiming for a broader understanding of clients that can significantly influence business outcomes. Margo’s story will inspire you; her guidance and comprehensive understanding of the insurance industry are remarkable, and you will have lots of FUN listening to her story. 

FUN FACT: Margo loves reading romance novels. She calls it “her escape from reality” because it helps her disconnect and relax. 

This episode is brought to you by Cyber Made Simple:  

Insurance companies, MGAs, and PEOs are you struggling to provide cyber liability coverage to your small business clients? We know cyber is a difficult peril to manage, and we understand it's a risk you don't want on your paper. We get it! This is where we come in. We have a great solution to help you grow your commercial portfolio, increase revenues, and maximize retention. Through our Cyber Risk Purchasing Group, your insurance company or MGA can now include cyber liability insurance as a bolt-on product to your commercial portfolio. It’s simple, easy, cost-effective, and more importantly, you get to make tons of revenue. 

Think about this: no risk to your paper, no filings, no claims handling, no reinsurance, no applications, and available on an admitted basis in all 50 States and Washington D.C. through an AM Best 'A-' rated carrier. 

Can it get better? Of course, it can! Carriers and MGAs using our Cyber Risk Purchasing Group policy are making hundreds of thousands of dollars of additional revenue. Awesome! Right? So, contact us NOW so we can help you take your company to the next level. 

Visit https://cyberinsurance.services/ to contact us and learn more about the Cyber Program.

Remember to subscribe to our podcast and download all our episodes on your iPhone, Android, Audible, or Spotify so you can listen to us anywhere in the world and in your own time. 

Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

In this episode, our host, Ariel Rivera, sat down with Clare DeNicola from the 10 Company to discuss the basic infrastructure every insurance agency should have. From Agency Management Systems (AMS) to Customer Relationship Management (CRM), and VOIP phone systems, every insurance agency needs to have a core infrastructure. It doesn’t matter if you are a one-person startup scratch agency or an already established multiple-location agency. Having a solid infrastructure will set you apart from the competition. Once your core systems are in place, you can start adding additional pieces of technology that will complement and improve the Customer Experience and make you and your agency more efficient.  

Episode Highlights: 

• What is considered critical infrastructure for an independent insurance agency?
• Are there any emerging trends or changes in the importance of certain systems in the future?
• How can agencies maximize the use of technology and measure ROI?
• Beware of the “bells and whistles”. 

This episode is brought to you by AR Solutions. 

Insurance companies and MGAs, are you struggling to provide cyber liability coverage for your small business portfolio? We know it is a difficult peril to manage, and we understand it is a risk you don't want in your paper. We get it! And this is where we come in. We have the perfect solution for your commercial portfolio. Through our Cyber Risk Purchasing your insurance company or MGA can now include cyber liability insurance as a bolt-on product to your commercial portfolio.

Think about this: no risk to your paper, no filings, no claims handling, no reinsurance, and available on an admitted basis in all 50 States and Washington D.C. through an AM Best 'A-' rated carrier. 

Can it get better? Of course it can! Carriers and MGAs using our Cyber Risk Purchasing Group policy are making hundreds of thousands of dollars of additional revenue. Awesome! Right? So, contact us NOW so we can help you take your company or MGA to the next level. 

Visit https://cyberinsurance.services/ to contact us and learn more about the Cyber Program.

#funinsurancesolutions #podcast #cyber #insurancesolutions #podcastdeseguros #insurancepodcast #podcasting

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Conoce a la gran Lucyll Correa, Presidenta de Singular Insurance Agency. Lucyll es una de las mujeres líderes más grandes de la industria de seguros de Puerto Rico. Su trayectoria es inspiradora y sus logros son dignos de admiración. 

A lo largo de su carrera, Lucyll se ha desempeñado como suscriptora de aseguradoras, ejecutiva y Presidenta de Agencias Generales en Puerto Rico, al igual que otros roles de liderazgo. Su experiencia y conocimiento de la industria de seguros son un ejemplo para muchos. 

Disfruta de nuestra conversación sobre:

• La historia profesional de Lucyll.
• El desarrollo profesional en la industria de seguros.
• Los retos y oportunidades que enfrentamos. 
• El rol de la mujer en la industria de seguros.
• La importancia de la colaboración entre colegas.
• Lo nuevo que trae Singular Insurance Agency para el 2024.

Fun Fact: a Lucyll le encantan los karaokes y bailar con su esposo. Cantar y bailar con su familia y amigos la ayudan a relajarse y liberar las tensiones del día a día. Así que, si algún día la ves en un karaoke, coge un micrófono y únete a cantar con ella. 

Para conectarte con Lucyll, puedes visitar su página de LinkedIn presionando aquí. También puedes visitar las oficinas de Singular Insurance Agency. 

#funinsurancesolutions #oneallianceinsurance #singularinsuranceagency #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi #hosts #podcasthosts 

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Meet the great Rosalie Donlon. Rosalie was the group editor-in-chief at ALM Media, LLC. As editor-in-chief she managed all reference solutions for ALM, which include Law Journal Press, Law Journal Newsletters, National Underwriter Company publications, PropertyCasualty360, FC&S Expert Coverage Interpretation and Insurance Coverage Law Center. She also developed the Cannabis Insurance Coverage Specialist designation, the first of its kind in the insurance industry.

As editor-in-chief of the insurance, financial planning and tax publications at ALM, she directed the editorial strategy, content development, and new product development on topics of interest to the property & casualty insurance industry, financial services industry and tax professionals.

Rosalie’s involvement in the insurance industry has given her the opportunity to see first hand the trends and developments of our industry. 

Episode Highlights: 

• Rosalie Donlon's Career Journey 
• Panel Discussion at InsurTech New York
• Importance of Flood Insurance and Homeowner's Insurance
• InsureTech Trends and Challenges
• The importance of customer service in the insurance industry
• The Value of Independent Agents in the Insurance Industry
• Impact of Building Codes on Property Insurance

FUN FACT: Rosalie loves to cook, especially with her daughter. She’s an enthusiast of Italian cuisine and she loves honoring her Sicilian grandmother’s recipes for anything pasta related. 

To connect with Rosalie Donlon, JD, please follow and connect with her on LinkedIn.

Please remember to subscribe to our podcast and download all our episodes on your iPhone, Android, or Spotify so you can listen to us anywhere in the world and in your own time. 

#funinsurancesolutions #podcast #podcastdeseguros #insurancepodcast #podcasting #insurancelife #insuranceprofessionals #cyber #riskpurchasinggroup #insurancemergersandacquisitions #advisory #integration

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For over 30 years Bob Burg has been successfully showing entrepreneurs, leaders, and sales professionals how to communicate their value and accelerate their business growth.

Although for years he was best known for his sales classic, Endless Referrals, it’s his business parable, The Go-Giver, coauthored with John David Mann that has created a worldwide movement.

While part of a four-book series, The Go-Giver itself has sold more than one million copies and been translated into 30 languages. It was rated #10 on Inc. Magazine’s list of The Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time.

Bob is founder of The Go-Giver Success Alliance, an online Mentorship Community for successful entrepreneurs, leaders, and sales professionals, and he publishes the very popular Daily Impact email.

He is an advocate, supporter, and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve.

FUN FACT: Bob is an unapologetic animal fanatic and served on the Board of Directors of Furry Friends Adoption & Clinic in his town of Jupiter, Florida.

To connect with Bob, visit https://burg.com.

#funinsurancesolutions #podcast #insurance #cyber #M&Aadvisory #marketing #seguros 

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Steve is an insurance professional and sales leader with extensive experience driving revenue growth for large-scale businesses. He is a dedicated leader and strategist who sets viable short and long-term growth plans and motivates teams to achieve 100%+ of the goals. His extensive career involves leadership roles at Allstate Insurance Company, Lightspeed Voice, Better Agency, and other major players of our industry. 

In this episode, you will get to know Steve’s story and learn all about his new project for insurance professionals called: www.theinsuranceindex.com. Steve has designed a FREE website full of information and resources to guide insurance professionals throughout our journey. 

Fun Fact: Steve is a huge golf enthusiast. He loves playing golf wherever he travels. He finds that golf gives him peace and happiness, especially when traveling for business. 

For more information about Steven Mohr and The Insurance Index, follow and connect with him on LinkedIn.

Please remember to subscribe to our podcast and download all our episodes on your iPhone, Android, or Spotify so you can listen to us anywhere in the world and in your own time.

Thank you to our Sponsor Cover Desk. Visit https://coverdesk.com/ and schedule your FREE demo to learn all about how a Virtual Assistant can help you take your Agency to the next level. 

#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofesionals #seguros #puertorico #usa #usvi #theworld

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César Campillo es el Cofundador de CUVRO en Puerto Rico.  César es un Certified Public Accountant (CPA) con experiencia en gobierno, la industria de “private equity” y la industria de seguros. En este episodio Cesar nos comparte la historia de su carrera y sus planes de innovación y tecnología para los agentes y productores de Puerto Rico.  

Disfruta de nuestra conversación sobre:

• La industria de seguros y cómo la tecnología está cambiando la forma en que se hacen negocios. 
• La importancia de la colaboración entre agentes y productores y cómo las respectivas plataformas pueden ayudar a los agentes a maximizar su eficiencia y productividad. 
• La falta de integración entre las aseguradoras y las plataformas de automatización en Puerto Rico.
• Cómo el COVID nos adelantó 10 años en cuanto a tecnología. 
• Las soluciones que podemos ofrecerle a nuestros clientes para ser más eficientes y más productivos. 

Fun Fact: César es un amante del Surfing. Ama el mar y la mezcla de emociones que siente al “sufear”. 

Para conectarte con César, puedes visitar su página de LinkedIn presionando aquí.

#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi #hosts #podcasthosts 

CLICK HERE to “like” us on Facebook.

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CLICK HERE to follow us on LinkedIn.

Please remember to subscribe to our podcast and download our episodes on your iPhone, Android, or Spotify.

Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

In this episode we bring you the highlights of the The Fun Seat event we celebrated last May. The Fun Seat was a live online event where we sat down on the fun/hot seat Joseph Petrelli from Demotech, Inc., and Todd Kozikowski from 4WARN. During the event, we discussed the new challenges insurance companies are facing, including excessive claims and litigation. This episode will blow your mind and help you understand the many struggles the insurance industry is going through right now. 

Thank you to the hundreds of insurance professionals that attended The Fun Seat. Thank you Joseph and Todd for sitting down in the FUN seat and for everything you do for the insurance industry. It was a wonderful event!

To connect with Joseph Petrelli click HERE to view his LinkedIn profile. 

To connect with Todd Kozikowski click HERE to view his LinkedIn profile. 

Thank you to our sponsors and collaborators: 

Cover Desk - your solution for Virtual Assistants.

Imperial PFS - your solution for premium financing anywhere in the country, including Puerto Rico.

BackNine Insurance Services - sign up here https://bit.ly/2023BackNine and start quoting life insurance with multiple carriers in seconds. 

Professional Insurance Agents of Florida (PIA of Florida)

Latin American Association of Insurance Agencies (LAAIA)

The Fun Seat was brought to you by Fun Insurance Solutions. For a full list of our services, email us at [email protected]. 

M&A Advisory 
Cyber RPG Integration
Marketing & Integration Services

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#funinsurancesolutions #demotech #ai #technology #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi

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Marcus Daley, the technical co-founder of NeuralMetrics, is a seasoned technology executive with experience spanning Fortune 500 companies to nimble startups. At NeuralMetrics, Marcus has utilized his expertise to leverage AI and NLP in reshaping insurance underwriting processes, focusing on automating classification and risk assessment for instant commercial underwriting.

During his tenure as the Chief Technology Officer at S&P Global, Marcus spearheaded the technological innovations for the company’s Market Intelligence division, delivering critical insights to many of the world's largest financial institutions. The role provided a unique perspective into the market, where he identified a significant information gap affecting micro, small, and medium-sized private businesses.

 Inspired by this perspective, Marcus co-founded NeuralMetrics to bridge the data deficiency, using advanced technologies to empower insurance organizations and businesses with accurate, timely intelligence. His extensive experience and strategic vision have proven instrumental in driving success and growth for the companies he has served.

Marcus has set up several analytics and large-scale, international technology operations in Asia, Eastern Europe, and South America. Marcus earned his MBA at Colorado State University where he graduated with honors and holds a BA in international studies from Utah State University. 

Fun Facts: Marcus believes that change and moving forward are good things. He loves technology. He likes to play Nintendo Switch, Steam Deck, and other video games. To him, video games are an expression of creativity. He loves the math behind the games, the story line and  the cool ideas that some developers have. We believe he is one of the coolest dads out there.

To connect with Marcus Daley, click HERE to view his LinkedIn profile. 

#funinsurancesolutions #ai #neuralmetrics #technology #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi

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