Best Underwriting Automation Podcasts (2025)

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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Smash-and-Grab Risks & Claim Hurdles in Cannabis Insurance | Insuring Cannabis Summit 2025 2:39

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3d ago2:39

2:39

Cannabis businesses face outsized theft and robbery losses—often complicated by sublimits, protective-safeguard noncompliance, and sparse records—making business-interruption adjustments tricky and sometimes requiring cannabis-savvy forensic accountants, in this clip with Beth Ossino from the Insuring Cannabis Summit. To watch this panel and all th…

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

3d 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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Understanding the Best in People 44:47

4d ago44:47

44:47

Bringing out the best in workplace teams is a passion for organizational consultant Emma Corcoran. On this episode she outlines her journey at Selective Insurance to provide a shared customer experience program for appointed agencies as well as policyholders. Emma discovered the joy of helping teams evaluate customer research and outline actionable…

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How Automation Is Making Licensing Less Boring | ITC 2025 1:43

7d ago1:43

1:43

Allen Laman from Insurance Journal chats with Laura Crowell of Agenzee at ITC Vegas about how new technologies are simplifying licensing and admin work in insurance, freeing agents to focus on what they love most: selling and innovation. Join Insurance Journal for the risk management summit, Risky Future: https://riskyfuture.com/ The post How Autom…

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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

7d 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

8d 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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Bringing Fresh Ideas to Insurance | ITC 2025 1:46

7d ago1:46

1:46

Matthew Cresswell of AgentSync spoke with Claims Journal’s Kelly De La Mora at ITC Vegas about how borrowing from tech and banking industries is helping insurance evolve for a more innovative and customer-focused future. Get your free ticket to Insurance Journal’s Risky Future Summit here https://riskyfuture.com/ The post Bringing Fresh Ideas to In…

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Inside ‘Gotchas That’ll Getchya’ | IJA Aftershow: Fred Fisher 32:54

8d ago32:54

32:54

Fred Fisher discusses the hidden traps in policy wording, D&O vs. E&O coverage gaps, and why the industry’s obsession with profit threatens insurance’s core purpose of financial protection with Insurance Journal Academy’s George Jack! Watch the full Academy of Insurance class that’s discussed in the aftershow: https://www.ijacademy.com/gotchas-that…

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From Simple Claims to Complex Automation | ITC 2025 1:46

8d ago1:46

1:46

Insurance Journal’s Allen Laman was at ITC in Las Vegas, talking with Nathan Golia of Celent. Golia discussed how artificial intelligence is advancing—moving beyond routine claims to managing even the most complex cases—and how companies are finding smarter, more efficient ways to put AI to work. Get your free ticket to this year’s Insurance Journa…

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PPE, Liability, and Risk Management in Cannabis Workplaces | Insuring Cannabis Summit 2025 3:12

8d ago3:12

3:12

Summer Wilson explains that serious and willful misconduct isn’t insurable and stresses employers’ duty to provide appropriate PPE—drawing on lessons from a fatal inhalation case and pointing to OSHA-style guidance—as the cannabis industry matures from novelty to standard risk management practices in this clip from the Insuring Cannabis Summit. To …

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EP. 108: How Agentic AI is Supercharging the Insurance Workforce 17:28

9d ago17:28

17:28

In this episode, John Kain, director of financial services market development at AWS, shares how insurers are moving beyond traditional generative AI toward intelligent, autonomous workflows that can make decisions, execute tasks, and work together like human employees. From customer service and claims processing to training and onboarding, he says…

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True Crime Meets Claims: How a Stolen 1930s Watch Was Recovered by the FBI 2:57

9d ago2:57

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A stolen 1930s Patek Philippe watch resurfaced eight years later in Colombia, leading to a successful FBI recovery thanks to claims data linking it back to the original insurer. Watch this short clip from the latest Expert Viewpoints video with Claims Journal’s Don Jergler and Katya Hills of The Watch Register. To view the full interview visit http…

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Inside E&S Property Underwriting | IJA Aftershow: John Brunette 14:56

10d ago14:56

14:56

John Brunette joins the Academy of Insurance’s George Jack and Patrick Wraight, to break down why E&S property markets are booming, what drives placement decisions, and how evolving construction methods are reshaping underwriting. Watch the full Academy of Insurance class that’s discussed in the aftershow: https://www.ijacademy.com/e-s-property-und…

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The Future of Claims Is in the Sky | ITC 2025 3:27

11d ago3:27

3:27

InsurTech is moving beyond automation—discover how one-inch imagery and AI models are reshaping how insurers understand risk from above. Watch this interview with Claims Journal’s Kelly De La Mora and Jenna Kinsman of Eagleview at ITC 2025 in Las Vegas! Register for Insurance Journal’s Risky Future Summit for free, here: https://riskyfuture.com/ Th…

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How InsurTech Is Redefining the Policyholder Journey | ITC 2025 2:33

11d ago2:33

2:33

Kelly De La Mora from Claims Journal hits the ITC Vegas floor to uncover the top three benefits of InsurTech, with Paul Disney of Nearmap – faster settlements, greater accuracy, and an improved policyholder experience – reshaping how insurance serves its customers. To get your free ticket for the next virtual event, Risky Future, visit https://risk…

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Risky Future 2025: The Online Event for Risk Management Pros 0:42

11d ago0:42

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https://riskyfuture.com/ Get ahead of the curve — join us live on November 4th for a full day of insights, networking, and strategy with the top voices in risk, insurance, and innovation. What to expect: – Emerging risks in transportation, logistics & supply chains – Cyber & vendor risk tactics – Climate change, supply chain disruptions and new tec…

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From Home Insurance to Hybrid Carrier Powerhouse | ITC 2025 5:06

12d ago5:06

5:06

At ITC in Las Vegas, Carrier Management Deputy Editor, Elizabeth Blosfield, sat down with Rick McCathron of Hippo to discuss the company’s evolution from a homeowners-focused insurer to a diversified hybrid carrier. Hippo is leveraging AI and risk diversification to drive efficiency, better customer outcomes, and long-term profitability, all while …

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Turning AI Talk into Action | ITC 2025 3:53

12d ago3:53

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At ITC Vegas, insurance innovators share how they’ve moved from cautious curiosity to bold adoption of artificial intelligence, turning hype into tangible results. From cutting process times by 40x to creating hybrid human-AI systems that improve underwriting accuracy, these leaders are proving that AI isn’t just the future of insurance – it’s happ…

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AI Meets Recovery: Adjusto’s Mission to Simplify Disaster Claims 3:15

12d ago3:15

3:15

After losing almost everything in a wildfire, former adjuster Michael Balarezo built Adjusto—an AI-powered platform helping families and insurers rebuild faster with smarter, more accurate content claims. Watch this interview with Michael and Elizabeth Blosfield in this episode of Between the Lines. To view the full interview, visit: https://www.ca…

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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

14d 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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Why Auto Coverage Isn’t One-Size-Fits-All | IJA Aftershow: Patrick Wraight 21:15

16d ago21:15

21:15

In this Aftershow episode, George sits down with Patrick Wraight to unpack his class, Auto Insurance: You Get What You Pay For. They dive into why drivers often misunderstand what their policies actually cover, how state-by-state laws create unique complications, and why the cheapest premium can leave you dangerously underprotected. Watch the full …

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How AI Is Moving Insurance from Reactive to Proactive 5:03

16d ago5:03

5:03

Kristen Nunery, Chief Executive Officer at myCOI, joins Elizabeth Blosfield in this episode of Between the Lines, to explain how artificial intelligence is making risk management simpler, faster, and smarter—helping companies uncover coverage gaps and prevent losses before they happen. To watch the full interview visit: https://www.carriermanagemen…

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Luxury Watch Fraud An Expanding Crime Category to…Watch 10:25

17d ago10:25

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Bad actors who couldn’t snatch expensive timepieces during the pandemic when people stayed home turned to luxury watch fraud, which has evolved into a variety of crimes: refund and chargeback requests, use of counterfeit watches, fraudulent finance applications and even crypto scams. Recovery operations for these high-dollar watches reveal that 10%…

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Cybersecurity & AI: Threats Payment Companies Need to Watch 5:04

18d ago5:04

5:04

By Leah Bodenhamer

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Open Banking Explained: Opportunities and Challenges for Payment Providers 4:42

18d ago4:42

4:42

By Leah Bodenhamer

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Building Smarter Broker Partnerships Through Education | WSIA Conference 3:05

18d ago3:05

3:05

By focusing on education and collaboration, Westfield Specialty strengthens broker relationships and uses AI to boost speed and accuracy without losing the human touch. Watch this interview with Insurance Journal’s Vice President of Content Andrea Wells and Dennis Willette, Head of Environmental at Westfield Specialty. To get your free ticket to In…

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Cannabis Counsel: Costs, Access, and the Risk of Waiting | Insuring Cannabis Summit 2025 3:31

18d ago3:31

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As the industry matures, qualified cannabis attorneys are easier to find but often costly due to multi-jurisdictional complexities, leading some cash-tight operators to delay hiring—heightening risk that EPLI can help mitigate but not replace – as Stephanie Bozzuto talks about in this clip from the Insuring Cannabis Summit. To watch this panel and …

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

18d 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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Surplus Lines Step Up for Cat-Exposed Homeowners | WSIA Annual Conference 3:37

19d ago3:37

3:37

The growing demand for E&S personal lines reflects a shifting market where innovation and flexibility outpace shrinking admitted capacity. Watch this interview with Insurance Journal’s Vice President of Content Andrea Wells and Danny Walsh, EVP, Personal Lines National Practice Leader at Jencap Specialty Insurance Services. To get your free ticket …

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MGA No Longer a ‘4-Letter Word’ 50:10

19d ago50:10

50:10

Lloyd Yavener, president and COO of Sutton National Group, believes in the future of delegated underwriting authority. It wasn’t always that way. “MGA was a four-letter word when I first got into the business,” he says on this recording. “It was a broker model, which was to write more insurance, while the underwriter’s goal was to write more busine…

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

20d 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

21d 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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How E&S Markets Are Adapting to Health Care’s Volatility | WSIA Annual Conference 2:35

22d ago2:35

2:35

E&S carriers are finding creative ways to underwrite in a space where traditional data and predictability no longer exist. Watch this interview as Insurance Journal’s Vice President of Content Andrea Wells talks with Dennis Cook, President of Liberty Mutual Healthcare and Ironshore Healthcare. To get a free ticket for Risky Future visit: https://ri…

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Certificates of Insurance and Rock & Roll | IJA Aftershow: Bill Wison 15:58

23d ago15:58

15:58

Insurance expert Bill Wilson joins George and Patrick in this Aftershow episode for a discussion on certificates of insurance; why the same old issues keep resurfacing, how a billion-dollar paperwork headache persists, and how music, humor, and decades of wisdom make Bill’s lessons unforgettable. Watch the full Academy of Insurance class that’s dis…

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Skyward Expands Its Reach with Apollo Acquisition: Innovation Meets Global Opportunity | WSIA Annual Conference 6:44

23d ago6:44

6:44

Skyward’s acquisition of Apollo Group unites two innovative, data-driven insurers with complementary portfolios, expanding Skyward’s global reach through Lloyd’s access and strengthening its position for continued growth in specialized E&S markets. Watch this interview with Andrea Wells, Vice President of Content at Insurance Journal, and John Burk…

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Consumption Lounges: Big Buzz, Bigger Underwriting Questions | Insuring Cannabis Summit 2025 2:34

23d ago2:34

2:34

Cannabis consumption lounges are seen as an industry boost but pose risks like food-service hazards, live entertainment and security concerns, and impairment monitoring that insurers must carefully evaluate before writing coverage in this clip from the Insuring Cannabis Summit with Mike Kirk. To watch this panel and all the sessions from the 2025 I…

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How “Applied Intelligence” Is Changing Disaster Risk Management 5:23

24d ago5:23

5:23

In this interview, Phil Karecki explains how insurers are using advanced AI tools—like predictive modeling and real-time climate data—to move from reacting to natural disasters to anticipating them, transforming how the industry assesses, underwrites, and manages catastrophic risk. Watch this clip from the latest Between the Lines Episode with host…

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Why Chain of Custody Matters in Hemp | Insuring Cannabis Summit 2025 5:51

24d ago5:51

5:51

This clip from the Insuring Cannabis Summit with Rod Kight, highlights how hemp businesses can build a chain of custody through COAs, permits, and documentation to prove product legality and defend against regulatory, civil, or criminal actions in the absence of formal seed-to-sale tracking. To watch this panel and all the sessions from the 2025 In…

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

24d ago42:40

42:40

By McCarthy Hatch

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EP. 15: From Panic to Purpose: Finding Humanity in a Changing Industry (and on the Mini Golf Course!) 40:06

26d ago40:06

40:06

In this lively Golfertainment episode, hosts George, Kevin, and Patrick welcome inclusive leadership expert and author Amy Waninger to explore her new book Moving from Panic to Purpose – a candid, emotional, and inspiring guide to leading with empathy through change. Between heartfelt conversations about resilience, thoughts on the Ryder Cup, laugh…

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5 Ways To Compete With the Biggest Payment Platforms 7:19

26d ago7:19

7:19

By Leah Bodenhamer

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PIVIX Expands Into Brokerage as E&S Market Complexity Grows | WSIA Conference 8:46

26d ago8:46

8:46

At the WSIA Annual Conference, Mike Miller of PIVIX shared how its two-pronged strategy—starting with binding authority and now expanding into brokerage—has kept the company on track with growth goals. Leaders emphasized that E&S will continue to gain market share as risks become more complex, with data, talent, and technology driving sustainable s…

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

28d 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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AI Actuaries and the Next Frontier in Insurance 5:23

29d ago5:23

5:23

AI is moving beyond pricing models to transform insurance operations—especially claims, where automation can cut costs, speed decisions, and boost customer satisfaction. Alena Kharkavets – North American head of claims for WTW’s insurance consulting and technology business – joined to discuss the shift from AI assistants that handle day-to-day, sim…

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Customer Support and Human Connection | IJA Aftershow: George Jack 20:07

30d ago20:07

20:07

In this special Academy of Insurance Aftershow with Patrick Wraight, George Jack switches roles from host to instructor, sharing insights from his class on customer support! He emphasizes the irreplaceable value of human connection, active listening, and empathy in building stronger customer relationships – lessons no chatbot can replicate. Watch t…

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

30d 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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Lumber Claims Expert Talks Nuclear Verdicts, Niche Litigation Trends 8:19

1M ago8:19

8:19

From construction defect disputes to hardware store product litigation, John Kennealy has a keen understanding of the lumber industry claims sphere. Kennealy, vice president of claims at Pennsylvania Lumbermens Mutual Insurance Company, recently shared his insights with Claims Journal’s Allen Laman. To watch more Expert Viewpoints visit: https://ww…

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Building for Tomorrow: AmTrust’s Talent and E&S Strategy | WSIA Conference 3:07

1M ago3:07

3:07

Andrea Wells, Vice President of Content at Insurance Journal sits down with AmTrust’s Erich Bublitz at the WSIA Annual Conference to explore how the company is expanding its E&S unit. Erich emphasizes that the key isn’t just products, it’s people. AmTrust is focused on hiring talent with market history and a long-term mindset, reflecting its entrep…