Austin Moorhead, Founder at Lava Automation, they help independent brokers setup their CRM solution including drip marketing to rocket-fuel your new business sales and renewals. They have helped several hundred agencies setup their CRM automation and getting a big ROI. They (almost) guarantee you'll see a minimum of 25% in New Business! They also do VAs. An awesome, high-energy episode to celebrate our 600th episode of Profiles in Risk.

Austin Moorhead: https://www.linkedin.com/in/austin-moorhead-8ba0b249/
Lava Automation: https://www.lavaautomation.com

Video Version: https://youtu.be/ToOJSLRlyC8

Tony chats with Julianna Muir, Founder & CEO at Vellum Insurance, they are a data and analytics platform purpose-built for the insurance industry, specifically for insurance and reinsurance companies who receive bordereaus. They help ingest, validate, standardize and aggregate that information, and then add a powerful analytics layer on top. This allows their clients to go from a reactive position to more of a proactive portfolio management relationship with their partners. After almost 600 episodes I don't remember a single episode about bordereau related technology so this is very exciting!

Julianna Muir: https://www.linkedin.com/in/julmuir/
Vellum Insurance: https://www.velluminsurance.com/

Video Version: https://youtu.be/cJ2Sxj8UE0s

Tony chats with Leandro Dallemulle, General Manager at Planck, Applied Systems; they are an AI-based platform for commercial lines underwriting and were recently acquired by Applied. They started with a focus on restaurants and bars, and have now expanded to be able to support underwriting in 80% of classes of businesses.

Leandro Dallemule: https://www.linkedin.com/in/leandrodallemule/
Planck: https://www.planckdata.com/

Video Version: https://youtu.be/xWLYxNicCzU

Tony chats with Isabel Rodriguez, COO at Domu.ai. They automate communications for financial services. Their natural language AI system can handle all communications over different platforms, including voice calls. As of today, their technology fully handles 98% of calls.

Isabela Rodriguez: https://www.linkedin.com/in/isabela-r-438785170/
Domu: https://Domu.ai

Video Version: https://youtu.be/XU86F5x1xVw

Tony chats with Andre Symes, Group CEO at Genasys, they are a purpose led software development organization that develops policy and claims admin technology to serve the mid-markets from quote & bind all the way to claims fulfillment. Their purpose is to bring tier 1 technology to the mid-market players. They focus on serving the $50M to $500M GWP organizations.

Andre Symes: https://www.linkedin.com/in/andre-symes/
Genasys: https://genasys.com/

Video Version: https://youtu.be/DbKjn0oIsYQ

Tony chats with Aaron Wright, Director of Strategy at Earnix, they help underwriters, actuaries, and product managers to utilize the data they have correctly, to leverage analytics and AI, simulate and forecast the results of decisions they make. Overall, it helps insurance companies to make better decisions AND to put those decisions into productions WITHOUT waiting for IT to do it for them. Fantastic conversation with Aaron who is both a CPCU and a FCAS credentialed actuary.

Aaron Wright: https://www.linkedin.com/in/aaron-wright-fcas/
Earnix: https://earnix.com/

Video Version: https://youtu.be/EcEQYt57C2Y

Tony chats with David Embry, CEO at Mylo. They started as an in-house digital agency at a top-10 global broker. Today, they operate serving underserved high-volume low-premium transitions in personal and commercial lines and a little bit of benefits. Their platform is extremely focused on efficiency and an awesome user experience and now that they are independent their platform is available to other agencies and brokerages!

David Embry: https://www.linkedin.com/in/david-embry-09920117/
Mylo: https://choosemylo.com/

Video Version: https://youtu.be/jrUQ4PcKh78

Tony chats with Harris Clarke, Co-Founder at LodgePole Insurance, they are in the process of building a better way to provide coverage for homeowners in wildfire country.

Harris Clarke: https://www.linkedin.com/in/harris-clarke-28979/
LodgePole Insurance: https://www.lodgepoleinsurance.com/

Video Version: https://youtu.be/4Be9xW4BXxg

Tony chats with Patrick Cooney, Co-Founder and President at PowerBroker AI. They serve retail and wholesale agencies with an "AI brain for insurance" which can audit a policy, tell you what's included and what's been omited. They are also in the process of building industry specialization for industries like construction.

Patrick Cooney: https://www.linkedin.com/in/patrick-cooney1/
PowerBroker AI: https://www.powerbroker.ai/

Video Version: https://youtu.be/a6cGXfmo8dY

Tony chats with Tom McClintock of Empowered Margins. They are an insurtech that works with insurance organizations to help them with their underwriting and actuarial software.

Tom McClintock: https://www.linkedin.com/in/tommcclintock/
Empowered Margins: https://www.empoweredmargins.com/

Video Version: https://youtu.be/Sm1OsXn28uM