Insurtechs.io

Join host, Jeff Shi as he sits down with David Gritz and Stacey Brown to dive into the world of Insurtech Slopes, an innovative event designed to break free from traditional networking molds. Discover the origins of this unique winter forum, which combines business collaboration with outdoor adventure, fostering deep connections among Insurtech founders and investors.

With insights into past events, including their impactful workshops and engaging discussions, the trio highlights how Insurtech Slopes creates memorable experiences that balance professional growth with personal enrichment.

Tune in to learn about the event's history, what's coming up in Vail this February, and how these gatherings are shaping the future of Insurtech.

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https://www.linkedin.com/in/davidgritz/

Stacey Brown:

https://www.linkedin.com/in/staceybrown/

In this episode of Industry Voice, Jeff Shi engages in a thought-provoking discussion with Joey Liner, a distinguished leader in the performance marketing industry. Joey reflects on his remarkable journey, beginning with his early career in call center services and later transitioning into media and lead generation. Drawing from his 27 years of experience, Joey shares invaluable lessons, industry insights, and advice for professionals looking to excel in performance marketing.

In this episode of Industry Voice, Jeff sits down with David Gritz, co-founder of InsurTech New York and a prominent leader in the InsurTech space. David shares his remarkable journey from working in tech to building a thriving community that bridges the gap between startups and investors in the insurance industry.

Welcome to another episode of Industry Voice with Jeff! In this insightful conversation, Jeff is joined by Bobbie Collies, the Chief Insurance Officer at Coterie Insurance, to explore her impressive 21-year journey in the insurance industry. From her early days as a Commercial Lines Underwriter Trainee at Society Insurance in Wisconsin to leadership roles in Secura and regional mutual carriers, Bobbie shares valuable insights from her extensive career.

Tune in to learn about the future of insurance from an industry leader who is shaping its evolution.

Welcome to another episode of Founders Journey with Jeff! In this episode, Jeff chats with Nicholas Ayers about his incredible journey to founding Better Agency, shares insights into the M&A between GloveBox and Better Agency, and dives into Nicholas’ exciting plans for the future as the new Head of Growth at GloveBox. Whether you're a founder navigating your own path, interested in mergers and acquisitions, or simply curious about scaling innovation in InsurTech, this episode is packed with valuable insights and lessons learned.

In this episode of Industry Voice, host Jeff Shi welcomes Carey Wallace, a dynamic entrepreneur and founder of Agency Focus, who shares her incredible journey from a tech startup to a leader in insurance consulting. Dive deep into Carey’s insights on helping agencies prepare for valuation, develop exit strategies, and ensure seamless transitions for long-term success. Carey discusses how emotional readiness, financial preparation, and strategic business planning are key pillars for agency transitions. This episode is packed with practical advice for agency owners contemplating their next steps, whether planning internal successions, external sales, or growth strategies.

Carey also shares how her entrepreneurial ventures like Agency Focus and the "Refocus Podcast" have shaped the industry by empowering agents with the tools and knowledge needed to thrive. Don’t miss the invaluable advice on the nuances of earn-outs, EBITDA, and crafting the best exit strategies to maximize value.

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Thank you to our sponsor Traq AI!
To schedule a demo with Traq AI today -- https://app.Traq.ai/Try-Traq/InsurTechs

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Listen to the Pod:
Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982
Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh
Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614

Jeff Shi:
https://www.linkedin.com/in/jeffshiva/

https://www.linkedin.com/in/carey-wallace-393a8620/

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In this episode of Founder's Journey, host Jeff Shi sits down with Ryan Mathisen, co-founder of GloveBox, to explore the strategic merger and acquisition between GloveBox and Better Agency. Ryan provides an inside look at the M&A process, sharing key details about how the partnership came together and the long-term vision driving the decision.

Welcome to another exciting episode of Industry Voice with Jeff! Today, Jeff dives deep into the world of actuarial science and InsurTech, featuring guest Chelsea Adler, a seasoned actuary and social media influencer. Chelsea shares her career evolution, from her early days working in her father's insurance office to becoming a leader in the InsurTech space.In this episode, Chelsea reflects on her transition from State Farm to Root Insurance, offering insights into the cultural shift she experienced moving from a traditional insurance giant to a fast-paced startup. She also addresses the complexities of actuarial work, particularly when dealing with limited data, and highlights the importance of leadership and communication in overcoming these challenges.

Welcome to another insightful episode of Industry Voice with Jeff! In this conversation, Jeff sits down with Bill Harris, co-founder of the renowned InsureTech Connect (ITC) event, to discuss his journey from fintech professional to a leading figure in the insuretech world. Bill shares his fascinating story, beginning in Maryland and leading to the creation of ITC Vegas, one of the largest and most influential gatherings in insurance technology.

Throughout the episode, Bill reflects on the rapid growth of ITC since its inception in 2016, highlighting its significance in bringing together a diverse array of participants from around the globe. From industry giants to startups, ITC serves as a critical platform for fostering connections and encouraging innovation within the insurance sector. Bill also emphasizes the importance of community-building and networking as core values of ITC, making it an invaluable experience for all attendees.

Looking ahead, Bill discusses the future of ITC, including plans to expand the event’s global presence and continue enhancing the customer experience. His insights into the importance of collaboration and innovation offer a glimpse into the evolving landscape of insuretech and the role ITC will play in shaping it.

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Connect with us on :

Insurtechs :https://www.tiktok.com/@insurtechshttps://www.facebook.com/Insurtechs/

https://www.linkedin.com/company/insurtechs/

https://www.youtube.com/@insurtechs

Jeff Shi :

https://www.linkedin.com/in/jeffshiva/

Bill Harris:

https://www.linkedin.com/in/billharris3ubiq/

0:00 - Introduction: Bill Harris and ITC Vegas

1:10 - Building the InsurTech Community Over 8 Years

3:15 - Bill’s Journey: From FinTech to InsurTech Connect

5:47 - The Early Days: Launching ITC Vegas in 2016

8:00 - The Rapid Growth of ITC and Industry FOMO

10:08 - Convincing Early Sponsors and Global Leaders to Join

12:00 - Why ITC Focuses on Connecting People, Not Just Content

14:45 - Key Early Supporters: VCs, Carriers, and InsurTech OGs

19:02 - ITC’s Growth: From 1,500 Attendees to Over 9,000 in 2023

22:16 - New Features: ITC Agents, Brokers, and Life/Annuity Spaces

27:31 - Why Independent Agents Matter at ITC Vegas

30:13 - The Unique Experience: Expo Lounges, Puppies, and Afterparties

32:51 - The Closing Event: Grammy Winners Boyz II Men

35:03 - ITC’s Expansion: From Vegas to Asia, Europe, and Beyond

40:49 - Bill’s Goals: Health, Longevity, and Growing ITC

45:10 - Final Advice: Making Connections and Embracing the ITC Community

Join Jeff on this episode of Industry Voice as he talks with Ema Roloff, a former teacher turned corporate trainer, tech, and insurance industry leader. Ema shares her inspiring career transition, how platforms like TikTok and LinkedIn reshaped her path, and her journey into content creation and community-building. Don’t miss her insights on leadership, social inflation, and exciting future projects!

Connect with us on :

Insurtechs :

https://www.tiktok.com/@insurtechs

https://www.facebook.com/Insurtechs/

https://www.linkedin.com/company/insurtechs/

https://www.youtube.com/@insurtechs

Jeff Shi :

https://www.linkedin.com/in/jeffshiva/

Ema Roloff:

https://www.linkedin.com/in/emaroloff/

https://www.youtube.com/@emaroloff7690
https://www.tiktok.com/@transformationprincess?lang=en