Policy Stream with Philip Setter | E410

In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges faced during COVID-19 led to the creation of Policy Stream. They dive into the current inefficiencies in the insurance sales process and how Policy Stream aims to streamline needs analysis, quoting, application, and compliance for term life insurance. Key topics also include the development hurdles, the cautious engagement with insurance carriers, and the long-term vision for expanding the platform. Tune in to hear Philip's insights on improving productivity for advisors and enhancing the client experience in the insurance sector.Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPolicy StreamLinkedIn - Philip Setter’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges faced during COVID-19 led to the creation of Policy Stream. They dive into the current inefficiencies in the insurance sales process and how Policy Stream aims to streamline needs analysis, quoting, application, and compliance for term life insurance. Key topics also include the development hurdles, the cautious engagement with insurance carriers, and the long-term vision for expanding the platform. Tune in to hear Philip's insights on improving productivity for advisors and enhancing the client experience in the insurance sector.Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPolicy StreamLinkedIn - Philip Setter’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

NOW PLAYING

0:00 25:53

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Corrupt Cop EXPOSED Database Leak Linked to Daylight Shooting Full Interrogation

Apr 29, 2026 ·80m

Husband Thinks He Got Away With Killing His Wife (He Didn’t) Full Interrogation

Apr 29, 2026 ·91m

Online Predator Caught in Texas Sting Full Police Interrogation

Apr 29, 2026 ·48m

Full Police Interrogation Officer Who Shot and Killed Man at Walmart

Apr 29, 2026 ·106m

Mom Realizes Her 13-Year-Old Son Is A Murderer

Apr 29, 2026 ·55m

Evil Mom Thinks She Got Away With Murder (She Did…Not)

Apr 29, 2026 ·74m

Similar Podcasts

The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! Dragnet Entertainment Radio The Dragnet radio show was a groundbreaking and influential police procedural drama that ran on NBC from 1949 to 1957. Here are some key things to know about it:Main Features:Focus: The show followed the cases of Sergeant Joe Friday and his partners, primarily in the Los Angeles Police Department. It depicted the real-life work of detectives, including the tedious investigation process, interviews, stakeouts, and occasional danger.Realism: Jack Webb, the show's creator and star, aimed for authenticity. Episodes were often based on real cases, with details changed to protect the innocent. The dialogue was direct and unvarnished, mimicking the way police officers actually spoke.Famous Intro: The show's opening sequence is iconic: the announcer's voice declaring "This is the city... Los Angeles... California..." followed by the signature "dun-dun-DUN" theme music.Impact:Pioneering Police Procedural: Dragnet is considered a pioneer of Celebration of Life Church Bozeman COLC It is our desire at Celebration of Life Church to reach into Bozeman and the entire Gallatin Valley with the Gospel of Jesus Christ and impact it for the Kingdom of God; to go beyond the four walls of the church and touch people in our community with the love of God; and to share the goodness of God in such a way that it will draw all men into a loving relationship with the One True Living God. We also desire to train up in the Word of God and encourage them to take the Gospel message to our community through various outreaches and evangelism. Enjoy our podcast and feel free to visit us. The Up and to the Right | Small Business | Practical, Actionable, Sustainable Improvements beyond50percent Welcome to Up and to the Right, the no-nonsense podcast where we blend your passion with proven business principles and practical tips, empowering you to create the impact and success you envision.Hosted by Stephen Krausse, the show covers what matters to small business owners, startups, and people interested in becoming entrepreneurs. No buzzwords and no hyped-up trends!A graduate of Colorado State University's College of Business, Stephen has an academic background that compliments over 25 years of business operations and management experience. He started his first business as a freshman in college in 1987, recording and producing demo tapes for local bands. Since that time, he’s been involved with numerous successful small businesses, including the operation and management of a niche high-tech company with customers and suppliers worldwide.As a business professional by education and trade, he works with select business owners to blend their passion with proven principles, givi

Frequently Asked Questions

How long is this episode of Fintech Impact?

This episode is 25 minutes long.

When was this Fintech Impact episode published?

This episode was published on January 13, 2026.

What is this episode about?

Can I download this Fintech Impact episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!