Welcome to the second season of Wisedocs' podcast Talking Wisely! Our hosts and Wisedocs' Co-Founders, Connor Atchison, CEO, and Jenna Earnshaw, COO, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors. 

In this episode, we spoke with hosts of the Re/Imagine Podcast, Laura Dinan Haber, Innovation Brand Director, and Paul Tyler, Former Chief Marketing Officer of the Nassau Financial Group. Laura and Paul discussed changes and trends they’ve noticed in the Insurtech industry, how to balance AI compliance and safety in organizations, the digital transformation taking place in the insurance sector and more. Tune in to also hear their advice for aspiring entrepreneurs and professionals interested in entering the insurtech space.

About Paul Tyler & Laura Dinan-Haber

Paul Tyler: As the former CMO of Nassau, Paul led the marketing strategy, digital sales channel and innovation activity at Nassau Financial Group. Paul has vast experience driving branding of insurance companies and affiliated asset management companies. In addition, he launched Nassau Re/Imagine, an insurtech focused incubator based in Hartford, Connecticut. Prior to his role at Nassau Financial Group, he worked at Fidelity and Guaranty Life and MetLife in a variety of roles in strategy, marketing, operations, technology, sales, and compliance.

Laura Dinan Haber: Laura serves as Innovation Brand Director for Nassau Financial Group’s insurtech incubator, Nassau Re/Imagine. She drives community and industry collaboration and sources innovative partnerships for the company. Prior to her role at Nassau Financial Group, she worked at the MetroHartford Alliance, the City of Hartford’s Chamber of Commerce and the region’s economic development leader, in a variety of investor relations and marketing roles. She also serves as co-organizer of TEDxHartford. 

Socials: 

• Laura Dinan Haber's LinkedIn 
• Paul Tyler’s LinkedIn 
• The Re/Imagine Podcast 
• Nassau Re/Imagine LinkedIn 
• Nassau Re/Imagine Instagram 
• Nassau Re/Imaging Twiter/X

Welcome to the second season of Wisedocs' podcast Talking Wisely! Our hosts and Wisedocs' Co-Founders, Connor Atchison, CEO, and Jenna Earnshaw, COO, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors. 

In this episode, we spoke with Aaron Wenner, co-founder of CiteRight and Chief Strategy Officer of Jurisage, about their merger with Jurisage AI and using large language models (LLMs) for streamlining legal research and case law. Aaron, a lawyer turned tech founder, shares his excitement about automating litigation work while keeping lawyers in control. We discuss how this partnership is revolutionizing their company, their success as semi-finalists at the 2023 ABA Techshow, and the impact of Canadian LegalTech in the market. Learn about the rapid development of AI, its promising use cases in the legal sector, and how AI will enhance efficiency without taking over jobs. Aaron also shares with us his journey into tech and valuable lessons learned as a founder. 

About Aaron Wenner 

Aaron Wenner is the co-founder of CiteRight and the Chief Strategy Officer of Jurisage. A lawyer and self-taught coder, he holds a Bachelor of Arts from McGill University, a Master of Arts from Harvard University, and a Bachelor of Civil Law and Common Law from McGill University. Currently an Entrepreneur in Residence at Harvard Alumni Entrepreneurs, Aaron was also a Senior Editor of the McGill Law Journal and an Associate Editor of the Canadian Guide to Uniform Legal Citations. Aaron is a frequent speaker on technology in the justice system. 

Socials: 

• CiteRight Twitter/X 
• CiteRight LinkedIn 
• CiteRight Instagram 
• CiteRight Website

Welcome to the second season of Wisedocs' podcast Talking Wisely! Our hosts and Wisedocs' Co-Founders, Connor Atchison, CEO, and Jenna Earnshaw, COO, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors. 

In today’s episode, we explore how attorneys can find and work with medical experts to build stronger cases. Our guest, Seth Lefberg, Founder & CEO of Homestead Medical Experts, discusses the importance of effective communication and coordination in this process. We delve into the challenges attorneys face, the crucial role of expert witnesses, and how technology is making it easier to find credible experts. Tune in to learn how expert witnesses can shape medical malpractice cases and provide essential insights for both sides.

About Seth Lefberg: 

Seth Lefberg is the Founder and CEO of Homestead Medical Experts.  During the 10 years as a business administrator for medical practices, Seth successfully helped multiple individual doctors with the foundation and infrastructure to perform medical legal services.  After 8 years of being in business, He and his team have worked on thousands of cases while also recruiting twice as many trusted experts to their database.  As a former medical administrator, his understanding of the day-to-day events of a medical professional helped structure Homestead’s support services.  

Homestead Medical Experts: HME connects experienced, quality medical expert witnesses with attorneys in need of their knowledge. With every referral, a dedicated case manager is assigned to facilitate communication and work diligently with the experts to ensure all case work is completed and deadlines are met. HME offers support across the entire process from finding medical experts to fighting medical malpractice cases. They offer expert witnesses, IMEs, nurse services, and background checks.

Socials: 

• Homestead Medical Experts LinkedIn
• Homestead Medical Experts Facebook 

Welcome to the second season of Wisedocs' podcast Talking Wisely! Our hosts and Wisedocs' Co-Founders, Connor Atchison, CEO, and Jenna Earnshaw, COO, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors. 

In this episode, we spoke with Lorie Graham, the Senior Vice President and Chief Risk Officer for American Agricultural Insurance Company and the Chair of RIMS Strategic & Enterprise Risk Management Council about Enterprise Risk Management (ERM) and its significance for businesses today. We explore how ERM impacts workers' compensation and its evolution over time. Learn about the importance of understanding the evolving world and addressing these changes with ERM, promoting a risk-aware culture, and what will shape the future of risk management. We also discuss how AI can be leveraged for risk management, with insights on AI security and its tremendous opportunities for the industry.  

About Lorie Graham 
Lorie Graham is the Senior Vice President and Chief Risk Officer for American Agricultural Insurance Company (AmericanAg™) and the Chair of RIMS Strategic & Enterprise Risk Management Council. Lorie has over 30 years of experience in underwriting, risk management, and research. She is a frequent presenter at insurance industry events on ERM and emerging trends. She currently serves as Chair of the RIMS Strategic Enterprise Risk Management Council and serves as Chair for the IASA Program Planning Committee. 
 

Socials:  

• Lorie Graham’s LinkedIn 
• RIMS The Risk Management Society 
• RIMS ERM Conference 

Welcome to the second season of Wisedocs' podcast Talking Wisely! Our hosts and Wisedocs' Co-Founders, Connor Atchison, CEO, and Jenna Earnshaw, COO, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors. 

In this episode, we dive into the world of impairment and disability evaluation with our guest, Chris Brigham, an expert in medicolegal assessment and independent medical evaluations (IME). Chris shares his extensive experience and discusses how AI is revolutionizing the industry. We explore his mission to improve healthcare, prevent needless disability, and collaborate with AI organizations for better outcomes.  

 
About Chris Brigham
Chris Brigham, MD, is a renowned expert in the medicolegal domain, leveraging more than five decades of experience to harness the power of information technologies to provide exceptional virtual learning experiences and improve the quality and efficiency of professional services. His involvement in artificial intelligence and computer-assisted instruction started five decades ago while he was at the Laboratory of Computer Sciences at the Massachusetts General Hospital. He earned his Medical Degree from Washington University School of Medicine in St. Louis, has a Master of Medical Science from Rutgers Medical School, and holds a Certificate in Human Resources Management. 

Chris is Board Certified in Occupational Medicine (ABPM) and is a Fellow of the American College of Occupational Environmental Medicine and the International Academy of Independent Medical Evaluators. His prolific academic contributions include over 300 peer-reviewed publications and several books. He is Senior Contributing Editor for the AMA Guides to the Evaluation of Permanent Impairment, Sixth Edition, and Editor of the AMA Guides Newsletter and Casebook. He founded eMedicoLegal, providing high-quality learning experiences, and hosts several websites focusing on medicolegal issues. 

Socials:  

• Brigham & Associates, Inc.
• eMedicoLegal
• Chris Brigham’s Twitter/X 
• Chris Brigham’s LinkedIn 

Welcome to Wisedocs' podcast Talking Wisely and our very first season and episode! Our hosts, Connor Atchison, Wisedocs' Founder and CEO, and Jenna Earnshaw, Wisedocs' Head of Revenue, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors.

About Nancy Germond:
Nancy Germond is a second-generation insurance professional and the Executive Director, Risk Management and Education, for the Independent Agents & Brokers of America Nancy has written scores of risk-management related articles and is a frequent conference presenter on topics ranging from surviving the claims audit to managing emerging talent risks. She is the author of Workers’ Compensation in Two Hours: The Business Owner’s Guide to an Exceptional Workers’ Compensation Program.

 Nancy was the first risk manager for the City of Prescott, Arizona, the claims manager for The Alliance of Schools for Cooperative Insurance Programs and the Risk and Claims Manager for the Missouri Auto Dealers’ Association.

 Nancy holds a B.A. in communication and a master’s degree in sociology. She earned the Associate in Risk Management designation, the Associate in Claims designation, the Insurance Training Professional certification, and holds two Senior Human Resource Professional designations.

Welcome to Wisedocs' podcast Talking Wisely and our very first season and episode! Our hosts, Connor Atchison, Wisedocs' Founder and CEO, and Jenna Earnshaw, Wisedocs' Head of Revenue, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors.

About Artemis Emslie
With 25 years of experience in both the workers’ compensation and group
health industries, Artemis Emslie brings a multi-dimensional perspective to the complex issues facing pharmacy benefit management (PBM) clients.
As the former CEO of myMatrixx, Artemis led the strategic growth of the company from a regional PBM focused on small to medium-sized clients to an industry leader with a national client base. Artemis was also the founder ProspeRx Solutions, an auditing firm for workers’ compensation insurance providers where she provided pharmacy program review, RFP management, vendor management and negotiation, and consulting services to several blue-chip clients.

Artemis founded and currently serves on the executive board of the Alliance of Women in Workers’ Compensation, a think tank committed to sharing ideas and mentoring tomorrow’s industry leaders. She is also serving on the board of directors for Paradigm Outcomes and Ametros as well as on the advisory boards for the Committee for Economic Development (Washington, D.C.), Business Insurance magazine, Kids’ Chance, WorkCompCentral’s Comp Laude Awards, and the American Heart Association Circle of Red.

Welcome to Wisedocs' podcast Talking Wisely and our very first season and episode! Our hosts, Connor Atchison, Wisedocs' Founder and CEO, and Jenna Earnshaw, Wisedocs' Head of Revenue, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors.

About Kristi Baird:
Kristi has over 15 years of experience in the IME and Medicolegal Industries. Before launching Axis Administrative Services, she worked for a large national IME vendor, started and ran a business providing services to medical consultants and was a Co-founder and President of Northwest Medical Experts, Inc., a first in kind vendor providing specialized IME services exclusively to the medicolegal community. She has a passion for the industry and strives to use her knowledge and experience to improve processes and make changes that will ultimately bring the cost down and the service level up for all parties involved.

Welcome to Wisedocs' podcast Talking Wisely and our very first season and episode! Our hosts, Connor Atchison, Wisedocs' Founder and CEO, and Jenna Earnshaw, Wisedocs' Head of Revenue, have engaging conversations every other Monday to hear from great leaders who encounter medical records across the insurance, legal, medical, medicolegal, and insurtech sectors.

About Rick Taketa:
Rick Taketa is an established voice in Insurtech and Health Care, he serves on the board for Palomar Specialty Insurance Company (NASDAQ: PLMR), Veritone (NASDAQ: VERI), AEON Biopharma, and Obsidian Insurance Company. Prior to that he was at York Risk Services Group. York was a premier provider of risk management, claims administration, managed care and absence management solutions. It was acquired by Sedgwick in 2019. His career started in private equity. He did his undergrad at Colgate and his JD at Stanford.

Our Guest Today is JJ Schmidt, he is a consultant with three decades of experience in the Property and Casualty insurance industry; he has gained extensive expertise in operations, managed care, analytics, information technology, project management, offshoring and outsourcing, and strategic marketing.

He has numerous senior leadership positions at insurance carriers, third-party administrators as well as managed care organizations.  In addition, he has presented at numerous industry and academic conferences on healthcare, workers' compensation, telemedicine, analytics, technology, and innovation.

JJ earned a Bachelor of Arts degree from The Catholic University of America and a Master of Business Administration from St. Thomas University.  Recently he completed his Ph.D.in Information Systems and Business Analytics from Florida International University, with research focusing on technology-enabled decision-making tools and how they can influence choices in healthcare and insurance decisions.