Best Underwriting Automation Podcasts (2025)

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14 - The Impact of AI on CAD Design: What Every Inventor Should Know with CADdesignhelp.com's Scott Tarcy 12:29

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2h ago12:29

12:29

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the President and Design Engineer at CADdesignhelp.com, Scott Tarcy. Scott shares his journey from corporate mechanical engineer to entrepreneur, discussing the challenges and successes of running his own CAD design business. He highlights notable projects, inclu…

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Making business credit visible, useful, and fundable. 44:54

12h ago44:54

44:54

Send us a text Guest: Levi — Founder/Builder at Nav Topic: Making business credit visible, useful, and fundable. Key Takeaways Business credit ≠ consumer credit. The ecosystem is opaque; owners often don’t know what’s being scored—or why. Nav makes it legible and actionable. Visibility first, capital second. You can’t optimize what you can’t see. P…

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Fast, Data-Driven Decisions and the Future of Risk | Mark Allan, Ki Insurance 30:34

5h ago30:34

30:34

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this episode of Making Risk Flow, Juan de Castro sits down with Mark Allan, CEO of Ki Insurance, to explore how a digital-first, data-led approach is transforming underwriting in the London market. Mark shares how Ki comb…

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13 - How AI and Personal Values Are Revolutionizing the Way We Choose Stocks with SSP Software's Jaden Sterling 24:53

4h ago24:53

24:53

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CEO of SSP Software, Jaden Sterling. Jaden shares his journey from Wall Street to founding a SaaS company that helps investors pick stocks using AI and personal values. He discusses challenging the diversification myth, scaling his business globally, leveragi…

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Exploring the Ecosystem: How Relativity6 Is Powering AI That Works | Alan Ringvald, Relativity6 13:22

6d ago13:22

13:22

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. Welcome to a new episode of Making Risk Flow: Exploring the Ecosystem. Our host Jake Harding welcomes Alan Ringvald, CEO and co-founder of Relativity6, to unpack how AI and multi-source data are redefining underwriting. Toge…

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Andrea Read of Convex Insurance on balancing human expertise and AI in modern engineering 28:11

9d ago28:11

28:11

🎙️ Season 3 of Unstructured Unlocked is here, and we’re proud to welcome Parul Kaul-Green as our new co-host alongside Tom Wilde. Parul brings deep industry expertise, sharp strategic perspective, and a clear voice on the realities of AI in insurance. If you care about operational transformation — not just tech trends — you’ll want to hear where sh…

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12 - Where AI Meets Blockchain: The Future of Investment Underwriting with SmartBlocks' Mark Fidelman 11:07

7d ago11:07

11:07

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CMO and Advisor at SmartBlocks, Mark Fidelman. Mark shares his journey from real estate to crypto, the platform’s approach to regulatory compliance, and the integration of AI to streamline underwriting. He discusses tax strategies, such as 1031 exchanges with…

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Turning Risk into Opportunity: Inside Aon’s Data-Driven Approach | Lambros Lambrou, Aon 28:56

18d ago28:56

28:56

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this episode of Making Risk Flow, host Juan de Castro welcomes Lambros Lambrou, Chief Strategy Officer at Aon, to explore how one of the world’s largest insurance brokers is transforming risk management through data, AI, …

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11 - The Future of Wealth Transfer: How AI Can Help You Minimize Tax Liabilities with Capital Gains Tax Solutions' Brett Swarts 15:23

21d ago15:23

15:23

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Founder of Capital Gains Tax Solutions, Brett Swarts. Brett shares his journey from real estate brokerage to helping clients minimize tax liabilities through strategic exits. He discusses leveraging AI and automation tools like ChatGPT and Gumloop to streamli…

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Taming the messy middle with Nigel Walsh on intelligent insurance workflows and AI transformation 34:37

22d ago34:37

34:37

The next great transformation in insurance isn’t about modernization. It’s about orchestration. On the most recent episode of Unstructured Unlocked, we sat down with Nigel Walsh, Global Head of Insurance at ServiceNow, to explore how AI is reshaping the industry from the inside out. From taming the “messy middle” to empowering people through intell…

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10 - Outreach Made Easy: Why the Sales Rep Crossed the Road to Automation with BDR.ai's David Bush 22:29

21d ago22:29

22:29

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CEO at BDR.ai, David Bush. David shares how he and his brother acquired a successful company in 2024 and applied AI-driven processes to scale growth, personalize outreach, and replace costly sales roles. He discusses overcoming tech stack challenges, the impo…

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Maximising Hero Work: How AI is Transforming Commercial Insurance | Graham Blackwell, Applied Systems 33:21

24d ago33:21

33:21

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this episode of Making Risk Flow, host Juan de Castro welcomes Graham Blackwell, President of Applied Systems, to explore the transformative power of technology in insurance. They discuss how Applied Systems and Cytora ar…

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Protected Funds: Amy’s Fight in Texas 35:14

28d ago35:14

35:14

Send us a text Episode Summary Amy — a retired Texas teacher living on a fixed income — whose protected retirement funds were swept from her bank account to satisfy an old, likely time-barred credit-card judgment. By filing a detailed complaint with the CFPB and notifying both the collector and the bank that the funds were protected under Texas law…

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9 - Coaching Success: How to Navigate Change and Pivot with Purpose with Tricres' Rebecca Bonnington 14:41

1M ago14:41

14:41

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CEO at Tricres, Rebecca Bonnington. Rebecca shares her journey of building a scalable coaching model, including early setbacks with tech solutions and her pivot to training coaches using her proprietary methodology. She discusses leveraging AI—such as her "BB…

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Insuring Fraud at Signup: Sunil Madhu on AI Underwriting, Faster Approvals, and Claims in 30 Days 42:40

1M ago42:40

42:40

By McCarthy Hatch

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8 - Fail Forward: Unlocking Entrepreneurial Success with AI with Start. Scale. Exit. Repeat.'s Colin Campbell 43:18

1M ago43:18

43:18

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Owner, Operator, and Author of Start. Scale. Exit. Repeat., Colin Campbell. Colin shares lessons from his entrepreneurial journey, emphasizing the importance of learning from failure, building profitable businesses, and not chasing unicorn status. He explores…

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Crebit: Cheaper, Faster Tuition Payments from Brazil/Mexico to U.S. Schools 15:49

1M ago15:49

15:49

Send us a text Episode summary Paying U.S. college tuition from abroad can be slow, expensive, and confusing. Crebit says it fixes that by letting families in Brazil and Mexico pay locally (PIX or bank transfer), converting funds to USD, and delivering a check directly to the school—positioning itself as a faster, lower-cost alternative to incumben…

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From Data to Decision | The AI-Driven Revolution in Commercial Underwriting 17:24

1M ago17:24

17:24

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this special compilation episode of Making Risk Flow, host Juan de Castro revisits our conversations with industry leaders Carl Bach, Johan Slabbert, Bettina Dietsche, Cassandra Vukorep, and others to explore how digital …

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7 - Overcoming Bottlenecks: Strategies for Scaling Your Business with Smart Technology Choices with Stephan Smith 33:04

2M ago33:04

33:04

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Founder, Fractional CTO, and Tech Enabler, Stephan Smith. Stephan shares his unconventional career journey, lessons from building and losing a biotech startup during COVID-19, and his shift toward low-code, no-code, and AI-driven consulting. He discusses the …

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Terry Buechner (AWS) on the hidden headwinds of insurance modernization 36:32

2M ago36:32

36:32

In this episode of Unstructured Unlocked, Terry Buechner, Principal Insurance Specialist at AWS, joins to unpack the challenges and momentum behind mainframe and core system modernization in insurance. He shares why modernization is accelerating—driven by demographic shifts, talent gaps, and the demand for faster, more agile decision-making. Terry …

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6 - The Future of RFPs: Why AI Matters for Small Business Success with Breeze Docs' Mark Shriner 40:14

2M ago40:14

40:14

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Co-Founder and CEO at Breeze Docs, Mark Shriner. Mark shares his entrepreneurial journey, the creation of Breeze—a generative AI platform helping SMBs efficiently respond to RFPs and RFIs—and insights on the challenges of raising awareness, competition, and t…

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From Relevance to Resilience: Inside the Evolution of Modern Insurance | Jean-Jacques Henchoz, Brit Insurance 28:18

2M ago28:18

28:18

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this episode of Making Risk Flow, host Juan de Castro is joined by Jean-Jacques Henchoz (JJ), Non Executive Director, Brit Insurance and a non executive director across the insurance value chain, to explore the future of …

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5 - Build Less, Validate More: The Startup Power of Customer Discovery with Wildfire Labs' Todd Gagne 22:35

2M ago22:35

22:35

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Co-Founder at Wildfire Labs, Todd Gagne. Todd shares his journey from early startups to leading Wildfire Labs, which helps founders with deep domain expertise build scalable software businesses. He explains how AI and workflow automation streamline customer d…

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4 - Automating Your Business: Is Your Workflow Ready for a Robot Assistant? with Vit Lyoshin 13:49

2M ago13:49

13:49

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with Vit Lyoshin. Vit shares his journey from IT and business intelligence to launching the startup, detailing several pivots and their focus on building a no-code, AI-powered platform. He discusses strategies for gaining early adopters, using AI tools in development,…

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Breaking Industry Silos: The Hidden Power of Standardised Data in Specialty | Bilge Mert, Brit Insurance 32:39

2M ago32:39

32:39

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this episode of Making Risk Flow, host Juan de Castro speaks with Bilge Mert, Chief Technology and Transformation Officer at Brit Insurance, about what it takes to drive meaningful digital transformation in commercial ins…

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3 - Unlocking the Future: How AI is Revolutionizing the Consulting Industry with Consulting Success' Michael Zipursky 25:30

2M ago25:30

25:30

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CEO and Co-Founder at Consulting Success, Michael Zipursky. Michael shares insights on how consulting and coaching business owners can leverage AI, software, and workflow automation to scale their businesses. He discusses the evolution of Consulting Success, …

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The Decision Economy and the Power of Better Data with Peter Mansfield, Partner at Reynolds Porter Chamberlain 31:59

3M ago31:59

31:59

The insurance industry is evolving into what experts now call the “decision economy.” Every success hinges on the quality of decisions made—from underwriting risks to processing claims. During a recent episode of Insurance Covered, Tom Wilde, CEO of Indico Data, spoke about how better data is revolutionizing these decisions, helping insurers adapt …

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2 - How to Communicate Value: Shifting from Features to Benefits in Your Startup with FeelTheBoot's Lance Cottrell 21:44

3M ago21:44

21:44

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Chief Executive Boot at FeelTheBoot, Lance Cottrell. Lance shares his journey from astrophysics to entrepreneurship, detailing his company’s pivot from consumer privacy to serving federal agencies. He emphasizes the importance for founders to focus on the pro…

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Building a $1.2B Underwriting Company with Risk Data Technology | Greg Hendrick, Vantage Risk Companies 39:09

3M ago39:09

39:09

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this episode of Making Risk Flow, host Juan de Castro sits down with Greg Hendrick, CEO of Vantage Risk Companies, to unpack what it takes to build a modern underwriting company from the ground up, right in the middle of …

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From Data Chaos to Clarity with Louis DiModugno at Verisk on AI Governance and the Future of Insurance 31:46

3M ago31:46

31:46

In this Unstructured Unlocked episode, hosts Michelle Gouveia and Tom Wilde welcome back Louis DiModugno, now Global Chief Data Officer at Verisk, to discuss his shift from working within insurance carriers to serving them as a partner and vendor. Louis explains that his role focuses on helping carriers aggregate, normalize, and integrate data, ena…

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Keynote Insights: What the Trump Administration Will Mean for Banking, Fintech & Innovation 17:34

3M ago17:34

17:34

Send us a text Episode Summary: In this special episode of Financial Forward, we present Jim McCarthy’s keynote address from FinovateSpring 2025, held in San Diego, California. With over three decades in banking and regulatory leadership, including pivotal roles at the FDIC and as a founding member of the CFPB, Jim shares a powerful perspective on …

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Speed, Scale & GenAI: How Specialty Insurers Are Rewiring Underwriting in 2025 | InsTech NYC 16:55

3M ago16:55

16:55

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this panel episode of Making Risk Flow, host Juan de Castro dives into the transformative power of generative AI in insurance with three industry experts: Allison Thornicroft, VP and Business Solutions Lead at Arch Insura…

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How to Build Enterprise-Scale Generative AI in Insurance with Vinod Srinivasan 39:01

4M ago39:01

39:01

In this episode of Unstructured Unlocked, Vinod Srinivasan unpacks what it takes for insurers to move beyond generative AI pilots and achieve enterprise-scale impact. He explores what he calls “a race to the starting posts,” outlining the foundational steps — from architecture and governance to cross-functional alignment — that separate real adopte…

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CFPB vs. FirstCash – Military Lending Enforcement & What Comes Next 41:01

4M ago41:01

41:01

Send us a text “FirstCash, the CFPB, and Military Lending Protections: A Follow-Up to Our Service Member Panel” Release Date: July 2025 🔍 Episode Overview In this special follow-up episode of Financial Forward, host Jim McCarthy revisits the critical topic of military financial protections in the wake of a major enforcement action by the Consumer F…

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From Automation to Agency: Indico Data Unveils the Future of Insurance with Agentic AI 34:54

4M ago34:54

34:54

The insurance industry is entering a new era—one defined not by marginal gains, but by structural transformation. Join Indico Data and industry leaders for an inside look at the launch of the industry’s first Agentic Decisioning Platform: a purpose-built AI ecosystem designed to power faster, more accurate, and fully auditable decisions across unde…

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1 - Debugging Your Way to Success: Laughing Through Software Development Challenges with David Hirschfeld 13:06

4M ago13:06

13:06

In the inaugural episode of Scaling Smarter: Concept to Cash Flow, Josh Elledge of UpMyInfluence speaks with the creator and host of the show, David Hirschfeld. David, who is the founder and CEO of Tekyz, introduces the podcast’s mission: to share real stories from software industry leaders who have used workflow automation and AI to launch or scal…

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SCRA – Beyond the Uniform: Understanding the CFPB’s Growing Focus on Servicemember Financial Protections 1:01:20

4M ago1:01:20

1:01:20

Send us a text Recorded: Tuesday, July 1 | 1:00 PM CT Presented by: McCarthy Hatch 🎯 Episode Overview: As the Consumer Financial Protection Bureau (CFPB) sharpens its lens on how financial institutions serve military members and their families, this live panel explores the evolving regulatory landscape and the moral imperative to do better. We go b…

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ITIUSA25 - From Insurtech 2.0 to 3.0: What is the Future of Insurance? | Insurtech Insights Panel 35:13

5M ago35:13

35:13

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. In this special panel edition recorded at the InsureTech Insights 2025 the panel, including Cytora's Head of North America Zaheer Hooda, have a forward-looking conversation on the evolution of the industry from InsurTech 2.0…

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Spreadsheets to APIs: Modernizing Underwriting for the Digital Age with Doug Loots, Global Chief Revenue Officer - Insurance, Coherent 29:11

5M ago29:11

29:11

In this episode of Unstructured Unlocked, Doug Loots, Global Chief Revenue Officer – Insurance at Coherent, joins us to explore the challenges and opportunities of modernizing underwriting. As insurers face growing complexity, tighter margins, and rising customer expectations, many still rely on spreadsheets and fragmented tools. Doug shares his pe…

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Reframing AI ROI and the Decision Era in Insurance with Tom Wilde and Michelle Gouveia 33:16

5M ago33:16

33:16

In our most recent podcast episode 26, Michelle Gouveia and Tom Wilde unpack how the AI landscape in insurance is rapidly evolving beyond simple process automation. The big takeaway? Insurance is a business of decisions, and with the convergence of AI, data, and compute power, carriers now have unprecedented ability to make smarter, faster, more co…

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AI Governance & Change Management in Financial Services 56:08

5M ago56:08

56:08

Send us a text “AI Governance & Change Management in Financial Services” Guest: Parijat Banerjee, Global Head of Financial Services at LatentView Analytics 🔗 Episode Summary In this episode of Financial Forward, host Jim McCarthy sits down with Parijat Banerjee, a leading expert in financial data analytics and the Global Head of Financial Services …

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Behind the Credit Curtain: Understanding Consumer Reporting with NCRA’s Eric Ellman 48:57

6M ago48:57

48:57

Send us a text Episode Title: Behind the Credit Curtain: Understanding Consumer Reporting with NCRA’s Eric Ellman Guest: Eric Ellman, President of the National Consumer Reporting Association (NCRA) Host: Jim McCarthy 🎙️ Episode Summary: In this episode of Financial Forward, host Jim McCarthy sits down with Eric Ellman, the newly appointed president…

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Practitioner’s Guide: The Blueprint for Risk Digitization POCs | Zaheer Hooda and Richard Lewis, Cytora 28:24

6M ago28:24

28:24

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we’ll unpack solutions from our experience at Cytora. Welcome to Cytora’s Practitioner’s Guide, a new series from Making Risk Flow. In each episode, we sit down with experts from Cytora’s global team to explore practical strategies, real-world applications, and emerging insight…

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Reimagining the Future of Commercial Insurance with Thierry Daucourt, Former Head of P&C Commercial Lines 32:44

6M ago32:44

32:44

In episode 25 of Unstructured Unlocked, hosts Tom Wilde and Michelle Gouveia sit down with Thierry Daucourt, seasoned insurance leader and digital transformation strategist, to explore the evolving intersection of AI and commercial insurance. With decades of experience across nearly every function in the industry, Thierry shares his perspective on …

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From Analyst to Luka Dončić’s Double: The Viral Rise of Jacob 51:01

6M ago51:01

51:01

Send us a text 🔍 Episode Summary: In this unforgettable episode of Financial Forward, host Jim McCarthy reconnects with Jacob, the breakout analyst from McCarthy Hatch whose debut podcast went viral. But Jacob's talents go far beyond financial risk modeling — turns out, he was hired as Luka Dončić’s body double in the buzzy new Jordan Brand ad, ‘Th…

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How to Leverage AI and Third-Party Data in Catastrophe Modeling with Matthew Grant of InsTech 28:08

6M ago28:08

28:08

In episode 24 of the Unstructured Unlocked podcast, hosts Tom Wilde and Michelle Gouveia sit down with Matthew Grant, founder of InsTech and a seasoned expert in catastrophe risk modeling. Together, they explore how third-party data and emerging technologies are reshaping how insurers assess and price risk. Matthew shares insights from his 25-year …

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Guidewire’s Laura Drabik on transforming underwriting with AI and smarter decision-making 17:47

7M ago17:47

17:47

In episode 23 of the Unstructured Unlocked podcast, Tom Wilde, CEO at Indico Data and Laura Drabik, Chief Evangelist at Guidewire Software, discuss how AI is changing the way insurers handle commercial lines underwriting. With growing pressure to reduce risks and costs, they explore how turning unstructured data into structured information can impr…

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American Fintech Council - Ian Moloney Talks the Future of Our Industry 1:01:41

7M ago1:01:41

1:01:41

Send us a text Guest: Ian Moloney, Head of Policy & Regulatory Affairs, American Fintech Council Host: Jim McCarthy, Chairman of McCarthy Hatch and Founding Member of the CFPB Podcast: Financial Forward 🔑 Key Topics: What the American Fintech Council Stands For Ian describes the AFC's role as a bridge between regulators and innovators, ensuring fin…

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Banking-as-a-Service Unplugged: A Conversation with Steve Bishop, Founder of Ambassador 1:06:29

7M ago1:06:29

1:06:29

Send us a text In this episode of Financial Forward, Jim McCarthy sits down with Steve Bishop, one of the leading voices in Banking-as-a-Service (BaaS) and founder of Ambassador. If you're in banking, fintech, or regulatory circles—you’ve heard Steve’s name. And if you haven’t yet, you will. From humble beginnings on a gravel road in Missouri to be…

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2025 Digital Claims Disbursement Trends 17:26

7M ago17:26

17:26

2025 Digital Claims Disbursement Trends In our Season 6 finale, the co-founder and CEO of SnapRefund joins host Laura Drabik to discuss strategies for driving new efficiencies in claims workflows and enabling exciting new coverage models.By Guidewire