Best CPCU Podcasts (2025)

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Brian Baughman, CPCU, ARM - ESOP Evangelist - PIR Ep. 723 56:44

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9d ago56:44

56:44

Brian Baughman, CPCU, ARM - ESOP Evangelist and VP of Sales at The Hartwell Corporation. We chat about why it makes sense for agencies to adopt an Employee Stock Ownership Plan (ESOP) and what the advantages are. All employees are automatically owners after roughly a year. This aligns incentives in a way virtually impossible in other types of owner…

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Jeremy Jawish, CEO at Shift Technology - PIR Ep. 727 33:49

2h ago33:49

33:49

I chat with Jeremy Jawish, CEO at Shift Technology, they are a vertical AI company providing solutions for the insurance industry helping us make better decisions. They already serve 70% of the US P&C market for AI fraud detection! They just launched the Insurance Data Network, which will allow carriers to better share claim claims and fraud data w…

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Murtaza Ali, Co-Founder and CEO at Symphony - PIR Ep. 726 45:13

1d ago45:13

45:13

Tony chats with Murtaza Ali, Co-Founder and CEO at Symphony, they have created a voice AI to build role plays to train insurance professionals. These fully dynamic voice AI agents can provide full conversations for practice, including on really complex conversations. Then it can analyze both the content and the emotional parts of the conversation. …

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Grace Hanson, Co-Founder and CEO at Elysian - PIR Ep. 725 48:35

2d ago48:35

48:35

Tony chats with Grace Hanson, Co-Founder and CEO at Elysian, they are an AI native TPA that handles claims end-to-end. They build the best tech and combine it with highly experienced adjusters and it results in better handling of commercial claims. The whole company and their processes are truly based on what adjusters really do and the way they re…

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Joseph Sigona, Head of Business Development at MGM Technology Partners - PIR Ep. 724 44:30

8d ago44:30

44:30

Tony chats with Joseph Sigona, Head of Business Development at MGM Technology Partners, they bring complex scalable enterprise level applications to production. They can be the one stop shop in all of the pieces to get your application into production. From planning, to building, QA support, all the way through integration. Their Cosmo platform cov…

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David Serna Perez, Account Executive at LivePerson - PIR Ep. 721 48:22

12d ago48:22

48:22

David Serna Perez, Account Executive at LivePerson, they are an AI native company that has developed two AI agent assistant for the underwriter. They are mainly focused on MGA and underwriting teams. One is focused on MGA underwriting teams and the other one is focused on reinsurance brokers and underwriters. A great conversation with an experience…

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Chris Merideth, Candidate for Oklahoma Insurance Commissioner - PIR Ep. 722 25:41

12d ago25:41

25:41

Tony chats with Chris Merideth, Candidate for Oklahoma Insurance Commissioner. Chris Merideth: https://www.linkedin.com/in/chris-merideth-a6b4a255/ Video Version: https://youtu.be/xrTdfGMQ4TQBy Insurance Nerds

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Daniel Palacios, Co-Founder and CRO at Sytrex - PIR Ep. 720 31:00

14d ago31:00

31:00

Tony chats with Daniel Palacios, Co-Founder and CRO at Sytrex, they are an AI native company that has developed two AI Agents assistants for underwriters. They are mainly focused on helping MGA underwriting teams, basically co-pilots for insurance and reinsurance operations. They place underwriters in the center and take away the manual and boring …

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Charles Merritt, Co-Founder and CEO at Buddy - PIR Ep. 719 29:10

15d ago29:10

29:10

Tony chats with Charles Merritt, Co-Founder and CEO at Buddy, the insurance gateway for people who build software. They help product teams and developers that are being tasked with integrating insurance APIs and help accelerate distribution of digital insurance products. Charles Merritt: https://www.linkedin.com/in/charlesmerritt/ Charles first app…

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Bill Martin, President & CEO at Plymouth Rock Home Assurance - PIR Ep. 718 58:05

16d ago58:05

58:05

Tony chats with Bill Martin, President & CEO at Plymouth Rock Home Assurance in a friendly debate about the merits of remote vs a full return-to-the-office (RTO). Bill Martin: https://www.linkedin.com/in/billmartiniv/By Insurance Nerds

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Nadav Interstein, VP of Marketing at Swifter.io - PIR Ep. 717 53:54

20d ago53:54

53:54

Tony chats with Nadav Interstein, VP of Marketing at Swifter.io, they started as a low-code no-code platform but they have now shifted and have aggressively focused on AI. Now they have created a software development life cycle tool that uses agentic AI to generate the entire software development life cycle process going from project definition all…

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Mary Rossi, President at Rossi Claims Training Academy - PIR Ep. 716 27:15

21d ago27:15

27:15

Tony chats with Mary Rossi, President at Rossi Claims Training Academy. Mary is a 35 year veteran of the claims world, with extensive experience both carrier claims and running an IA firm. She's now offering training for claims adjuster for both new and experienced adjusters. The teaching is focused around case studies. Mary Rossi: https://www.link…

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Nima Ashtari, Founder and CEO at Manifold - PIR Ep. 715 39:56

22d ago39:56

39:56

Tony chats with Nima Ashtari, Founder and CEO at Manifold, they help insurance in the auto space use video analytics for telematics. From dash cams to telematics devices they can help you digest all of it. Essentially they are an aggregation and analysis tool for underwriting and claims. A very interesting company with a very interesting back story…

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Michael Ley, Director of Network Relationships at Hawksoft - PIR Ep. 714 44:46

23d ago44:46

44:46

Tony chats with Michael Ley, Director of Network Relationships at Hawksoft, they are the third largest Agency Management System (AMS) with a passionate group of users. (For High Ds: Actual content starts at about minute 8.) I had heard about Hawksoft every once in a while and it was awesome to finally hear the story direct from them. What an intere…

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John L. Connell, Co-Founder and CEO at Focal - PIR Ep. 713 28:52

27d ago28:52

28:52

Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that s…

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Eric Adler, Founder and CEO at Flume Water - PIR Ep. 712 36:29

28d ago36:29

36:29

Tony chats with Eric Adler, Founder and CEO at Flume Water, they help save insurance companies money and homeowners the pain and experiences of filing a water claim. They also help decrease the time away from their house which is a win/win. They do this through a combination of DIY self-installed sensor and a network of Flume technicians that help …

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Mike Hallock, Partner at McCoy Leavitt Laskey and President at Chicago CLM - PIR Ep. 711 29:59

29d ago29:59

29:59

Tony chats with Mike Hallock, Partner at McCoy Leavitt Laskey and President at Chicago CLM. Mike is an expert in fire and explosion catastrophic claims and is working with CLM to build an Emergency Response Taskforce with over 100 members to aggressively defend instead of always playing catchup to plaintiff appointments. A fascinating conversation!…

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Lokesh Ballenahalli, Founder and Sunil Shivappa, COO at Enkefalos Technology - PIR Ep. 710 43:40

1M ago43:40

43:40

Tony chats with Lokesh Ballenahalli, Founder and Sunil Shivappa, COO at Enkefalos Technology, they are a research first global AI company focused on building AI solutions for the AI industry. They combine research deep research in LLMs, Responsible AI, and domain expertise to develop what they call the AI operating system for insurance. It has 3 co…

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Frederick Fisher, Professional Liability Expert and Author of "Claims-Made Insurance" - PIR Ep. 709 50:36

1M ago50:36

50:36

Frederick Fisher, Professional Liability Expert and Author of "Claims-Made Insurance The Policy that Changed The Industry: A Deep Dive, Review, and History". A fascinating conversation about the Claims-Made side of insurance! A must not miss episode for anyone in the Professional Lines side of insurance. Frederick Fisher: https://www.linkedin.com/i…

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The Topol Brothers, Co-Founders and Co-CEOs at MGT Insurance - PIR Ep. 708 50:06

1M ago50:06

50:06

Tony chats with Graham Topol and Michael Topol, Co-Founders and Co-CEOs at MGT Insurance, they are the first Neo Insurer, a modern commercial insurance carrier which they built from the ground up to support small businesses and the agents that support them. A super interesting conversation that you cannot miss! Graham Topol: https://www.linkedin.co…

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Kyle Bartee, Founder and CEO at Aviation Ops Ally - PIR Ep. 707 1:13:59

1M ago1:13:59

1:13:59

Tony chats with Kyle Bartee, Founder and CEO Aviation Ops Ally. They are building an all-in-one app for private pilots that helps them get on the air faster, and helps them with their complicated insurance needs. A super fun conversation, especially for a flight sim nerd like me! Kyle Bartee: https://www.linkedin.com/in/knjnd-consulting/…

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Michelle Raue, EVP Chief Claims and Transformation Officer at Preferred Mutual - PIR Ep. 706 48:08

1M ago48:08

48:08

Tony chats with Michelle Raue, EVP Chief Claims and Transformation Officer at Preferred Mutual. Michelle has had an incredible claims career and joins me on the show to talk about claims careers, mental health, innovation, and so much more. A cannot miss conversation! Michelle Raue: https://www.linkedin.com/in/michelleraue/ Video Version: https://y…

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Brandon Dendas, Owner and Marketing Director at Convirtue - PIR Ep. 705 55:32

1M ago55:32

55:32

Brandon Dendas, Owner and Marketing Director at Convirtue. They specialize in helping independent insurance agents grow through content marketing and SEO. They're also now starting to work on LEO: Large Language Model Optimization. You heard it here first (July 2025)! Their approach is different, instead of being top-of-funnel demand gen focused, t…

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Diane Coogan, Co-Founder and CEO and Robert Clark, Co-Founder and EVP at PLACECovr - PIR Ep. 704 39:50

1M ago39:50

39:50

Tony chats with Diane Coogan, Co-Founder and CEO and Robert Clark, Co-Founder and EVP at PLACECovr. They created a whole new type of insurance, Location Insurance! What happens if you buy a house and the quality of your state or the quality of your city goes down? PLACECovr can protect your equity. This is what true insurance innovation looks like!…

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Jerry Chien, CEO at Jump Point - PIR Ep. 703 31:17

2M ago31:17

31:17

Jerry Chien, CEO at Jump Point, they are building the insurance infrastructure of tomorrow built from the ground up from AI first perspective. It helps brokers and insurance companies automate their workflows, gain access to their data that is trapped in all their documents, and build an interface that is transformative to the way you run your oper…

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Jacquie Legrand, CEO & Co-Founder at MAPTYCS - PIR Ep. 702 35:47

2M ago35:47

35:47

Tony chats with Jacquie Legrand, CEO & Co-Founder at MAPTYCS, they are focused on using geospatial analytics to assess property and climate risk. They offer a web based solution for property risk management and exposure analytics. It the platform you can combine, visualize, and analyze your property portfolio data with multiple a la carte specialty…

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Joel Gendelman, CEO and Founder at n2itive - PIR Ep. 701 25:07

2M ago25:07

25:07

Tony chats with Joel Gendelman, CEO and Founder at n2itive, they are 100% focused on improving recorded statements. Adjusters chat with the claimants to get the story from the horse's mouth shortly after the loss happens and they record it. This is basically a CRM for recorded statements, already in use at 35 carriers and with 3 of the top 10 carri…

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Sam Broomer, President of Embedded Parametric Solutions at NormanMax - PIR Ep 700! 41:44

2M ago41:44

41:44

Tony chats with Sam Broomer, President of Embedded Parametric Solutions at NormanMax Insurance Solutions, they help solve this growing gap of economic loss relative to insurance coverages. Parametric solves a real challenge for both consumers and businesses. On the consumer side they're creating coverages that didn't exist before, all of it with th…

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Daniel Smith, Co-Founder and CMO at Market Retrievers - PIR Ep. 699 46:32

2M ago46:32

46:32

Tony chats with Daniel Smith, Co-Founder and CMO at Market Retrievers, they are a digital marketing firm primarily focused on helping insurance organizations better tell their stories online and fetch their targets. First they help you map out a strategy and then execute on that strategy. Daniel Smith: https://www.linkedin.com/in/daniel-smith-retri…

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Jerry Lujan, CEO at Elevation180 - PIR Ep. 698 50:03

2M ago50:03

50:03

Tony chats with Jerry Lujan, CEO at Elevation180, they are a performance coaching organization focused on Producers, helping them significantly grow their book of business in less time. They also have a program to help them grow their team. Jerry Lujan: https://www.linkedin.com/in/jerrylujan/ Elevation 180: https://elevation180.com/ AI Summary: Ton…

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Philip Charles-Pierre, CEO at Semsee - PIR Ep. 697 35:33

2M ago35:33

35:33

Tony chats with Philip Charles-Pierre, CEO at Semsee. On Hey #Insurance - Ep. 139 Tony reviewed a report from Semsee and then on PIR Ep. 341, Tony interviewed Philip Charles-Pierre about Semsee. Today we chat again about the new Semsee. Semsee is a commercial rating platform really focused on helping agents connect to carriers. Two things have evol…

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Chrysa Jones, Co-Founder and COO at StreamSettle - PIR Ep. 696 32:27

2M ago32:27

32:27

Tony chats with Chrysa Jones, Co-Founder and COO at StreamSettle, they are a triple blind deal detector. Currently being used between insurance adjusters and plaintiff attorneys to to help them reach settlements faster. Adjusters put in their true no BS top offer and the attorneys put in their true no BS bottom line. If there is a deal to be made t…

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Jes La Russa - Ep. 695 45:22

2M ago45:22

45:22

Tony chats with Jes La Russa, Insurance Marketing Executive about her 20 year career in commercial insurance marketing, advice for the next generation, and her plans for what's next. A wonderful episode! Jes La Russa: https://www.linkedin.com/in/jeslarussa/ Video Version: https://youtu.be/dzCIBVaQEC0…

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Jenn Urso, Leadership Coach + Facilitator - PIR 689 37:51

2M ago37:51

37:51

Tony chats with Jenn Urso, Leadership Coach + Facilitator. Jenn created the idea of Nourished Leadership with 3 pillars: 1. Self-Leadership. 2. Soft Power. 3. Self-Care. After coaching a few hundred people she looked at the data and figured out what is it that is helping them grow, be successful, and remain successful. A wonderful cannot miss episo…

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Brendan Corr and Heather Blevins - Project 55 - PIR Ep. 691 38:15

2M ago38:15

38:15

Two years ago at my first AppliedNet, in Las Vegas, I saw an amazing panel with Brenden Corr, Justin Goodman, Marissa Rutkowski, CIC, CRM, and Ryan Deeds (and I might be missing another panelist) had a very honest discussion about mental health. It was an amazing moment. People were crying both on the panel, and in the audience. Clearly this was a …

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Aman Gour, Co-Founder at CEO at FurtherAI - PIR Ep. 692 38:47

2M ago38:47

38:47

Tony chats with Aman Gour, Co-Founder at CEO at FurtherAI, they are an AI platform focused solely on insurance. It's like ChatGPT for insurance and can help automate complex workflows in basically al areas of insurance and unlock things that were not possible before! An incredible conversation you cannot miss! Aman Gour: https://www.linkedin.com/in…

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Michael Balarezo, Founder & CEO at Adjusto - PIR Ep. 685 44:45

2M ago44:45

44:45

Tony chats with Michael Balarezo, Founder & CEO at Adjusto, they are focused on removing all friction in personal property claims. Their platform helps adjusters solve claims quickly while building policyholder trust while creating an empathetic experience for both sides, including the adjuster completely reimagining how the process works for conte…

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Jason Cass, Managing Partner at The Insurance Alliance - PIR Ep. 694 52:12

2M ago52:12

52:12

Tony chats with Jason Cass, Managing Partner at The Insurance Alliance. If you're not familiar with Jason Cass you're just not paying attention! They just published an amazing manual on AI for insurance agents. This is the first step in a 3 step process: 1. Manual. 2. Book. 3. Audio Book (different content from the book). You simply can't afford to…

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Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illiohan - PIR Ep. 693 39:16

2M ago39:16

39:16

Nicolas Christiaen, CEO & Co-Founder at Donna, and Jimmy Illioham, GM at LINKITSYSTEMS. We chat about Donna, the perfect AI sales assistant for sales reps on the go. There are few episodes where I'm literally going "When can I have this?" and this was one of those episodes! Having trouble getting your sales people to fill in the CRM? This is the so…

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Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F" - PIR Ep. 690 47:00

2M ago47:00

47:00

Tony chats with Marc Adee, CEO at Crum & Forster and Author of "The Once and Always C&F". We discuss Marc's amazing book which tells the story of Crum & Forster and has wonderful lessons for everyone in insurance. If you are a current insurance leader, you should read this book. If you are a young insurance professional, you should read this book. …

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David Carothers, Principal at Florida Risk Partners - PIR Ep. 688 58:18

2M ago58:18

58:18

Tony chats with David Carothers, Principal at Florida Risk Partners about his agency and his many, many other projects in the world of insurance agencies and producers. This is a MUST NOT MISS episode for anyone in the agency and brokerage side of insurance! David Carothers: https://www.linkedin.com/in/davidrcarothers/ Video Version: https://youtu.…

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Nichole Myers, Chief Underwriter at Ethos Technologies - Ep. 687 42:31

3M ago42:31

42:31

Tony chats with Nichole Myers, Chief Underwriter at Ethos Technologies. They are a digital distributor and a TPA for life insurance carriers. They are also an incredible marketing organization. They do all the front end magic that needs to be done to bring customers into the pipeline, then they run them through a wonderful waterfall that ends with …

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Amir Prodensky Co-Founder and CEO at Strada - PIR Ep. 686 31:19

3M ago31:19

31:19

Tony chats with Amir Prodensky Co-Founder and CEO at Strada, they are the phone AI platform for insurance. Primarily they work with carriers and MGAs helping their sales and marketing team grow their agency channel. They help them stand up AI agents that handle a lot of the phones calls they want to make and don't have time or people to do them. Fo…

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Danish Yusuf, CEO and Founder at Zensurance - PIR Ep. 684 42:01

3M ago42:01

42:01

Tony chats with Danish Yusuf, CEO and Founder at Zensurance, a Toronto based company who for 9 years has been serving small business owners as a broker and an MGA. They provide an honest, simple, and transparent experience for small business owners to directly get insurance, understand their coverage, manage the policy, and handle their claims the …

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Paul Drake, Founder at Adventus AI - PIR Ep. 683 41:45

3M ago41:45

41:45

Paul Drake, Founder at Adventus AI, they help commercial and personal lines brokers who write a lot of property risks put together the most complete submission that wins with an underwriter. The primary means by which they do this is by using AI to bring in all available data, extract the correct property information about a particular property or …

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Francisco Lopes, Co-Founder and CEO at Sonant AI - PIR Ep. 682 18:56

3M ago18:56

18:56

Tony chats with Francisco Lopes, Co-Founder and CEO at Sonant AI, they build AI receptionists for P&C insurance agencies. They create AIs that really sound human, with no lag, and is able to take the requests, recognize the phone number that is calling, create a personal touch, and act as needed. After the call you get the summary of your interacti…

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Doug Ver Mulm, CEO and Co-Founder at Turris - PIR Ep. 681 38:20

3M ago38:20

38:20

Doug Ver Mulm, CEO and Co-Founder at Turris, they are focused on solving the problems of the MGA space. They have built everything from the ground up from the perspective of people who actually ran an MGA. They are working on automating anything on the back office related to agency relationships for MGAs or Carriers. Doug Ver Mulm: https://www.link…

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Maggie Buchanan and Martin Calhoun at Residence - Ep. 680 38:16

3M ago38:16

38:16

Tony chats with Maggie Buchanan and Martin Calhoun at Residence, an insurtech that partially exists because of this show, AND is trying to go after a crucial problem with an innovative solution. Residence insurance prevents people from getting evicted in case of a qualifying economic hit like getting fired or an unexpected illness. This is an amazi…

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Nick Reed, Managing Director and Toby Harvey-Sholes, Head of Consulting at Ninety - PIR Ep. 679 29:34

3M ago29:34

29:34

Tony chats with Nick Reed, Managing Director and Harvey Sholes, Head of Consulting at Ninety Innovation. They are the insurance innovation experts. They launched 12 years ago and have done 400 different projects for 60 carriers across all lines, all classes, and all geographies. They help insurance companies launch new ideas to market, build the ca…

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Andrew Townsend and Ryan Muir - PIR Ep. 678 24:40

3M ago24:40

24:40

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 y…