Lloyd Peters, Head of Revenue at Send, an underwriting workbench which is a single desktop that gives all underwriting a team a single place to work and progress core underwriting activity from broker submission all the way to binding and booking the policy. It includes all the activities you need in one place.

Lloyd Peters: https://www.linkedin.com/in/lloyd-peters-7293983a/
Send: https://send.technology/underwriting-workbench/

I chat with Lance Dowdell and Max Smith, Co-Founders at Motive Engage, they can help insurance agencies and insurtechs establish the foundation for their sales force: Proper sales processes, proper sales tech stack, understanding your ideal customer, onboarding your salespeople, sales enablement, getting your product/market fit right. Getting this right before bringing sales reps helps enable your success. On the marketing side they can also act as an outsourced content creator.

Lance Dowdell: https://www.linkedin.com/in/ldowdell/
Max Smith: https://www.linkedin.com/in/max-p-smith/
Motive Engage: https://motiveengage.com/

Video Version: https://youtu.be/KjJ61MvHbXs

I chat with Rob Jacomen, Founder and Chief Growth Officer at HPX, they help insurance agents and brokers go from commoditized generalists to highly valued and respected specialist. They offer consulting and coaching to help you niche down, build, grow, and scale a book of business that dominates specific niches.

Rob Jacomen: https://www.linkedin.com/in/rob-jacomen/

Video Version: https://youtu.be/8vnZ64dKHV8

Tony chats with John Loeber, Co-Founder and ceo at Limit, a digital platform that gives insurance brokers AI tools to make their day-to-day lives easier. Limit helps insurance professionals do deals faster, easier, and cheaper by taking care of the time-consuming things that kill their time. It offers a digital wholesale insurance platform with a universal application for many markets and almost instantaneous quoting. They now also offer Limit AI, an AI assistant knowledgeable about the insurance industry.

John Loeber: https://www.linkedin.com/in/jloeber/
Limit: https://www.limit.com/

Video Version: https://youtu.be/F1nfWtvbDGE

Tony chats with Daniel Laguado, Founder & CEO at Ai Risk Management Solutions, they help property owners negotiate insurance claims independently. Born out of the frustration as an independent adjuster of not having pre-loss details on the property Daniel developed a system using drones and high-quality cameras to create 3D documentation of the entire home inside, and outside, at an affordable cost.

Daniel Laguado: https://www.linkedin.com/in/daniel-laguado-5b6568187/
AI Risk Management Solutions: https://www.airiskmanagementsolutions.com/

Video Version: https://youtu.be/lb46BOAxR70

Tony chats with Pat West, GloveBox's Carrier Relations Leader. Pat is an insurtech veteran who gives us an update on what's going on at GloveBox.

Pat West: https://www.linkedin.com/in/pat-west-977501102/
GloveBox: https://glovebox.app
First PIR Episode with GloveBox: https://www.youtube.com/watch?v=_LoiFTv6B8s
Original Episode with Pat West: https://www.youtube.com/watch?v=xp3Z5Z6_uaE

Video Version: https://youtu.be/d4XQC_3HGrM

Tony chats with Jim Schubert, CEO at Southern States Insurance and Headmaster at Agents Growth Academy. Jim runs a second-generation family agency in Georgia which is very unique in the way they hire and retain their people. My team has recruited for SSI for about 18 months so I've personally seen how well it works and that's why I invited him on the show. He also runs the Agents Growth Academy podcast to help other agents grow. A great conversation about insurance agencies with an agency recently featured on the cover of Rough Notes!

Jim Schubert: https://www.linkedin.com/in/schubertjim/
Southern States Insurance: https://southernstatesinsurance.com/
Agents Growth Academy: https://agentsgrowthacademy.com/
Rough Notes Feature: https://roughnotes.com/the-friends-and-family-plan/

Tony chats with Richard Look and Marcus Cudd of Insurance Media Exchange IMX. A great discussion about marketing in the insurance world.

Richard Look: https://www.linkedin.com/in/rlook/
Marcus Cudd: https://www.linkedin.com/in/marcuscudd/
Insurance Media Exchange: https://insurancemediaexchange.com/

Video Version: https://youtu.be/okYMTqkL3k4

Tony chats with Josh Levine, Founder & CEO at Cake & Arrow. They are an experienced design and product innovation firm that works exclusively with the insurance industry. They partner with carriers, distributors, and service providers to leverage human-centered design and strategy throughout all stages of the product life-cycle. A great conversation about the importance of design!

Josh Levine: https://www.linkedin.com/in/joshplevine/
Cake & Arrow: https://cakeandarrow.com/

Video Version: https://youtu.be/Nybjpm3RzHs

Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal without any need for APIs or integration. The AI Coworker can reason through tasks following your example.

Vishal Rohra: https://www.linkedin.com/in/vishalrohra1/
Kay: https://www.Kay.Ai

Video Version: https://youtu.be/PtatVH-rD54