Tony chats with Andrew Townsend, Marketing Operations Manager at Smarty and Ryan Muir, Senior Product Marketing Manager at Smarty. They are an address location intelligence company. They do geocoding helping you find the exact coordinates of any address. Their autocomplete helps forms get completed faster when it comes to addresses. They can help you increase your revenue, streamline your processes and reduce your risk.

Andrew Townsend: https://www.linkedin.com/in/andrew-townsend-utah/
Ryan Muir: https://www.linkedin.com/in/ryan-muir-product-marketing/
Smarty: https://www.smarty.com/

Video Version: https://youtu.be/2y76xuoI0ME

Tony chats with Cortney Helfrich, Chair of the RISE Education Committee, they have been doing AWESOME work that you should not miss. They are starting to create an Introductory Certificate Program for Insurance which will cover Auto, Property, and Subrogation with much more to come.

Cortney Helfrich: https://www.linkedin.com/in/cortney-helfrich-scla-gold-5b5b675b/

RISE: https://riseprofessionals.com/

RISE Leadership Summit: https://riseprofessionals.com/events/2025-leadership-summit-awards-gala/

Prior episode with Amy Cooper about RISE and the 2025 Leadership Summit: https://youtu.be/tZna3bCi88U?si=vN3k_Xjlhh3UUHn_

Tier List of Insurance Roles Video: https://youtu.be/lhV29iM_n5A?si=-_PDaWmOS5HBuvmj

Video Version: https://youtu.be/c3jgPCyhN8g

Tony chats with Luis Diaz, Founder & CEO at ClaimMentor, they are a reimagined solution for claims recoreded statements handling everything from scheduling to an intelligent summary of the meeting. Your average adjuster spends 2 to 2/12 hours per day just on scheduling calls. That gets automated with ClaimMentor. They then guide the adjuster on what to ask and especially feeds the adjuster the right followup question that a senior adjuster would know to ask.

Luis Diaz: https://www.linkedin.com/in/luisarturodiaz/
ClaimMentor: https://www.claimmentor.com/

Video Version: https://youtu.be/Vn-F5m7KoLU

Tony chats with David Schraub, a credentialed actuary in both the US and Europe, who now runs a consulting firm specializing in AI ethics. A fascinating episode that is embarrassingly late in being released.

David Schraub: https://www.linkedin.com/in/davidschraub/
David Schraub Actuarial Consultancy: https://www.davidschraubactuary.com/

Video Version: https://youtu.be/FwVW5CoPlc0

Tony chats with Yandy Plasencia, Founder & CEO at DataHaven Software, they are a core infrastructure company solving the foundational data problem. They live in the intersection of carriers and TPAs. Core focus on making sure the foundational data they make sure there are no data silo. If there is no fully automated data lakehouse yet, they can build it for you in an automated way. They offer a fully managed solution focused on the $200M to $700M in Annual Recurring Revenue regionals and super-regionals and looking to eventually grow into the Tier 1 carriers. This is an episode you don't want to miss!

Yandy Plasencia: https://www.linkedin.com/in/yandyplasencia/
DataHaven Software: https://www.datahaven.software/

Video Version: https://youtu.be/MFe3QkVHV5o

Tony chats with Paul Richardson, Founder & CEO at Tumbleweed, they are a digital solution to help support comprehensive legacy planning under the tagline that a life well planned is a life well lived.

Paul Richardson: https://www.linkedin.com/in/paulhrichardsonjr/
Tumbleweed: https://tumbleweedplan.com/

Video version: https://youtu.be/An6YYyTBH8M

Tony chats with Wendy Davis Johnson, Author of "Faith & Purpose: The Life and Vision of Insurance Icon Brian Duperrealt. A cannot miss conversation about the most important insurance biography of our time.

Wendy Davis Johnson: https://www.linkedin.com/in/wendy-davis-johnson-b2040a34/
Faith & Purpose: https://duperreaultbio.com/how-to-order-faith-purpose/

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

Tony chats with Rick Pannu, Co-Founder and CEO at Trajan AI, they profile risks specially construction risks for WC, GL, Builder's Risk, Wraps, and more. They build AI Agents for underwriting and auditing of construction risk. Currently construction risks are underwritten mostly from historical losses with very little being used from the application because they don't trust the data on the application. Trajan's framework is focused on deterministic answers to application questions and underwriting guideline questions. They take ACORD 186, 125, 126 and made an index of al the questions and mapped those questions to attestation grade answers that assure you the answers are correct! Incredible stuff! A must not miss episode!

Rick Pannu: https://www.linkedin.com/in/gs-pannu-966a4a279/
Trajan AI: https://trajan.ai/

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

Tony chats with Josh Schlesinger, President, CEO & CoFounder at Continue On, it started as a SAAS platform licensed to auto insurance companies to disrupt the rental reimbursement space using Uber and Lyft instead. They have since transitioned instead of offering it as part of the claims process, now it's offered as Continued Mobility for side of the road situations to get the insured off the side of the road quickly. Traditional roadside assistance picks up your car, but doesn't get you home. They started offering it as an additional benefit for the customers of their MGA and they now offer it through other MGAs and carriers. Currently operating in 8 states with 300k+ policies in force.

Josh Schlesinger: https://www.linkedin.com/in/josh-schlesinger-32450b84/

Video Version: https://youtu.be/mdp1ZLOPaTo

Tony catches up with Will Ross, CEO and Co-Founder at Federato about two incredible new products Federato is launching. Federato is an underwriting platform focused on helping organization win the right deals faster and help you systematize winning. Will digs deep into their two new products: Submission Triage and Orchestrate.

Will Ross: https://www.linkedin.com/in/williamross826/
Federato: https://www.federato.ai/
Prio episode of Federato: https://youtu.be/0cY7D_uFO1w

Video Version: https://youtu.be/n8ju4SXvsWQ