Profiles in Risk

Tony chats with Jason Keck, CEO at Broker Buddha and Hayden Parra, Head of Internal Development. We discussed Broker Buddha and Acturis entry's into the US market through the merger with Broker Buddha and why there's great synergy between the two companies.

Jason Keck: https://www.linkedin.com/in/jasonkeck/
Hayden Parra: https://www.linkedin.com/in/hayden-parra-83b413a2/
Broker Buddha: https://www.brokerbuddha.com/
Acturis: https://www.acturis.com/

Jason's prior appearances:

https://www.youtube.com/watch?v=nfP8X-IlImM
https://youtu.be/gzk0CLygPxY?si=t0HeY6KUt0Jxd3io

Tony chats with Peter Dawson of the 831B Institute. Section 831(B) section was setup by Congress in 1986 to provide an insurance solution for small business owners to procure insurance that's not readily available. The 831(B) Institute promotes guidance, education, and compliance of 831(b) microcaptives

831(B) Institute: https://www.831binstitute.org/
Video Version: https://youtu.be/dLREptpPnlg

Tony chats with Margaret Spence, Founder at The Inclusion Learning Lab, an online immersive community-based learning platform designed for talent leaders with the goal of making sure that together we can create an inclusive future for everyone. We have a great conversation on DEI in the corporate world. This was a very honest conversation where I learned a lot.

Margaret Spence: https://www.linkedin.com/in/margaretspence/
The Inclusion Learning Lab: https://inclusionlearninglab.com/

Video Version:  https://youtu.be/g2KnS_f2LRA

Tony chats with Philip Wright, Actuary and Extroverted Introvert about how to improve your interviewing game, especially if you're an actuary.

Video Version:  https://youtu.be/4Ab9UEs9Ndc

Tony chats with Jennifer Carroll, CEO at Veruna. We have a fantastic time chatting about Veruna and I loved her passion. Veruna is a core system for independent insurance agents, more than just an AMS. They're an AMS, CRM, and Carrier Relationships Management Tool.

Jennifer Carroll: https://www.linkedin.com/in/jenniferc...
Veruna: https://www.veruna.com/

Video Version: https://www.youtube.com/watch?v=K87rx0Wil7w

Tony chats with David Sussman, CEO at Alana. They are a platform that encourages customer engagement and helps reduce claims keeping insurance top of mind, not just at renewal or during a claim.

David Sussman: https://www.linkedin.com/in/davidsussman/
Alana: https://www.alana.net/

Tony chats with Jen Pugsley, VP of Customer Success at Goose Digital. Goose is Canada’s leading marketing performance agency with a specialty in insurance serving both Canada and US insurance organizations.

Jen Pugsley: https://www.linkedin.com/in/jennifer-pugsley-turcsanyi-4ba73234/

Goose Digital: https://goosedigital.com/

Tony chats with Marco Benitez, CEO and Co-Founder at Rook. They enable any brand in the digital health and insurance ecosystems to use data from any wearable device and turn it into actionable insights and predictions. Their API already has more than 300 wearables integrated. 

Marco Benitez: https://www.linkedin.com/in/marcobzg/
Rook: https://www.tryrook.io/

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

Zach Mefferd, Co-Founder and CEO at ZipBonds.com, a surety bond brokerage offering a very open and capable digital platform. They serve agents and help them become subject matter experts in Surety Bonds.

Zach Mefferd: https://www.linkedin.com/in/zach-mefferd-cic-62206426/
Zip Bonds: https://zipbonds.com/

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

Tony chats with Dr. Billy Williams, CEO of Williams Family Insurance and Investment Group. We chat about his history in the agency space from captive to independent to investor. We also talk about his book "Sales Objection Pocket Guide"

Dr. Billy William: https://www.linkedin.com/in/billyrwilliams/

Sales Objection Pocket Guide: https://www.amazon.com/Responses-Overcome-Sales-Objections-Pocket/dp/B0CLSD9SDY/ref=sr_1_1?crid=2MCG4Q9RXFYZE&keywords=sales+objection+pocket+guide+billy+williams&qid=1702307363&s=home-automation&sprefix=sales+objection+%2Csmart-home%2C154&sr=1-1

Video Version: https://youtu.be/UMVg8Yhp7ow