In this episode of Insurance Sync, hosts Bobbie Shrivastav and Laurel Jordan engage with Stuart Johnston, Chief Revenue Officer at ManageMy, discussing the evolution of the insurance industry, the importance of engagement at all levels, and the role of technology in driving transformation. They explore how middle management and frontline employees are crucial for successful change, the cultural challenges faced during digital adoption, and the need for a balance between technology and human mindset. The conversation also touches on the competitive advantages gained through data centralization and AI, and concludes with insights on leadership and the future of insurance operations.
In this episode of Insurance Sync, Richie Elslager from Knighthead Life discusses the evolving landscape of life insurance operations, emphasizing the shift towards digital solutions and the importance of customer experience. The conversation explores the challenges of integrating technology with traditional practices, the need for a skilled workforce, and the future direction of operations in the insurance industry. Richie shares insights on how to attract new talent, the significance of compliance, and the necessity of listening to both employees and customers to drive innovation and efficiency.
In this episode of Insurance Sync, Bobbie Shrivastav and Laurel Jordan have a lively discussion with Justin Jonassen with Security Mutual Life, around the evolution of operations in the life insurance industry, focusing on the impact of automation and AI. They explore the challenges faced in implementing new technologies, including regulatory hurdles and the need for human oversight. The conversation emphasizes the importance of diverse voices in driving innovation and the potential for significant advancements in the industry if companies adopt a more open mindset towards change.
In this episode of Insurance Sync, Stephen Collins, CEO of ManageMy, kicks of Season 6 and discusses the evolution of the insurance industry, emphasizing the shift from mere digitization to true transformation. He highlights the importance of placing the customer at the center of the insurance experience while integrating technology like AI and automation. Leadership styles that foster adaptive cultures are essential for navigating the industry's challenges, and the future of insurance hinges on relevance, affordability, and accessibility.
In this episode of the Insurance Sync podcast, host Bobbie Shrivastav and co-host Laurel Jordan engage with Awais Farooq, who shares his extensive journey in the insurance industry. They discuss the current challenges and opportunities within the sector, emphasizing the impact of technology and AI. Awais highlights the importance of innovation and the need for a shift in mindset to embrace change. The conversation also explores the future of insurance, focusing on the necessity for adaptability and the potential for new products and services. Awais concludes with valuable advice for emerging leaders in the industry.
In this episode of the Insurance Sync podcast, host Bobbie Shrivastav and co-host Laurel Jordan engage with Brian Poppe, Senior Vice President of Income and Wealth Planning at Mutual of Omaha. They discuss the current state of the insurance industry, focusing on challenges, opportunities, and the impact of technology on customer and employee experiences. Brian shares insights on trends shaping the industry, barriers to innovation, and the importance of authenticity in leadership. The conversation culminates in predictions for the future of insurance and advice for newcomers in the field.
In this episode of the Insurance Sync podcast, sponsored by Penn River, host Bobbie Shrivastav and co-host Laurel Jordan engage with Lisa, CEO of 1891 Financial Life, discussing the current state of the insurance industry, the impact of technology and innovation, and the importance of collaboration and mentorship. Lisa shares her insights on the challenges and opportunities within the industry, emphasizing the need for a customer-focused approach and the integration of AI to enhance decision-making and risk management. The conversation also touches on the future of insurance and the advice for younger generations entering the field.
In this episode of Insurance Sync, Bobbie Shrivastav and Laurel Jordan engage with Kayte Fredrickson, the president and CEO of Teachers Life Insurance Society. They discuss the current state of the insurance industry, the impact of economic factors, and the importance of innovation and collaboration. Kayte shares insights on the challenges faced by the industry, particularly in light of economic constraints, and emphasizes the need for strategic outcomes and a thriving culture within organizations. The conversation also touches on the role of AI in insurance, barriers to innovation, and advice for future leaders in the industry.
In this episode of the Insurance Sync podcast, host Bobbie Shrivastav and co-host Laurel Jordan engage with Chris Campbell, CEO of Better Life, to discuss the current state of the insurance industry, the impact of technology and AI, and the importance of innovation and community engagement. Chris shares insights on the challenges and opportunities within the industry, emphasizing the need for continuous learning and adaptation to meet the evolving needs of customers, particularly in rural America. The conversation highlights the significance of agile methodologies and the future vision for insurance companies to better serve their communities.
Season 5 of Insurance Sync is sponsored by Penn River. In this episode of Insurance Sync, hosts Bobbie Shrivastav and Laurel Jordan engage with Sue Wilkinson, President and COO of Ameritas, discussing the current state of the insurance industry, emerging trends, and the importance of partnerships and education. They explore the challenges and opportunities within the industry, including the impact of technology and consumer expectations, while emphasizing the need for continuous learning and adaptation in leadership.
In this episode, James Benham shares his journey of founding a software company focused on the insurance industry, discussing the challenges and innovations he has encountered along the way with Bobbie Shrivastav and Laurel Jordan. He emphasizes the importance of solving real problems, the need for a shift in business models, and the significance of team culture and continuous learning. James also reflects on the future of insurance sales and the necessity of adapting to new technologies and market demands.
In this episode of Insurance Sync, hosts Bobbie Shrivastav and Laurel Jordan welcome Jane J Wang, Co-Founder of Optimity, to discuss the mission of her company, the challenges faced in the insurtech space, and the importance of a positive mindset. Jane shares insights on how Optimity aims to help individuals improve their physical, mental, and financial health through a gamified platform. The conversation also touches on the unique value proposition of Optimity, the significance of evidence-based solutions, and the future goals for the company, including global expansion. Jane offers valuable advice for aspiring insurtech founders, emphasizing the importance of founder-market fit and a collaborative approach.
In the world of insurance, fraud is an ever-persistent threat, costing the industry an estimated $300 billion annually. On this episode of the Insurance Sync Podcast, hosts Bobbie Shrivastav and Laurel Jordan sat down with Richard Marquez, President of Diligence and a seasoned fraud expert with over four decades of experience, to discuss the current landscape of insurance fraud and strategies to combat it.
In the season finale episode of the Insurance Sync Podcast, our hosts, Bobbie Shrivastav and Laurel Jordan are joined by Greg Larkin, Founder & CEO of Punks & Pinstripes. This week's discussion covers Bringing the Punk in Insurance, Navigating Obstructionists, The Struggle to Innovate in the Insurance Industry, and so much more. Subscribe now to stay in sync for more episodes this season on Insurance Sync with Bobbie Shrivastav & Laurel Jordan Learn more about our sponsor Sutherland Global at https://www.sutherlandglobal.com/
This week's episode of the Insurance Sync Podcast, our hosts, Bobbie Shrivastav and Laurel Jordan are joined by Marissa Buckley, Founder of RevUp. This week's discussion covers the importance of the role of data in the customer experience, creating a wow factor, customer expectations and more. Subscribe now to stay in sync for more episodes this season on Insurance Sync with Bobbie Shrivastav & Laurel Jordan Learn more about our sponsor Sutherland Global at https://www.sutherlandglobal.com/
This week's episode of the Insurance Sync Podcast, our hosts, Bobbie Shrivastav and Laurel Jordan are joined by Kimberly Duke, Chief Marketing Officer & Senior Vice President of Growth at LIDP. Subscribe now to stay in sync for more episodes this season on Insurance Sync with Bobbie Shrivastav & Laurel Jordan Learn more about our sponsor Sutherland Global at https://www.sutherlandglobal.com/
This week's episode of the Insurance Sync Podcast, our hosts, Bobbie Shrivastav and Laurel Jordan are joined by Meg Duty, MSIM, PMP, Senior Vice President of Puritan Life Insurance Company and Canvas Annuity. This week's discussion covers annuities, the importance of education, the role of technology, and the growing popularity of annuities. Subscribe now to stay in sync for more episodes this season on Insurance Sync with Bobbie Shrivastav & Laurel Jordan Learn more about our sponsor Sutherland Global at https://www.sutherlandglobal.com/
This week's episode of the Insurance Sync Podcast, our hosts, Bobbie Shrivastav and Laurel Jordan are joined by Insurance Operations Executive Lisa Parker. This episode gives a behind the scenes look at claims transformation. Subscribe now to stay in sync for more episodes this season on Insurance Sync with Bobbie Shrivastav & Laurel Jordan Learn more about our sponsor Sutherland at https://www.sutherlandglobal.com/
This season of Insurance Sync with our hosts, Bobbie Shrivastav & Laurel Jordan kicks off with Vijay Pahuja, SVP- Global Head of Insurance of Sutherland Global Services, as they discuss TPA’s, the digital ecosystem, and insurance trends. Subscribe now to stay in sync for more episodes this season on Insurance Sync with Bobbie Shrivastav & Laurel Jordan Learn more about our sponsor Sutherland Global at https://www.sutherlandglobal.com/
Tune in weekly to the Insurance Sync Podcast with hosts Bobbie Shrivastav, Co-Founder & COO of Benekiva, and Laurel Jordan, Insurance TPA Officer and Solutions Lead for Sutherland Global Services. Insurance Sync dives deep into the ever-evolving world of insurance and technology, they will discuss the latest trends, challenges, and scenarios by interviewing industry thought leaders each season. Subscribe now to sync up weekly for new episodes.