Insurance Shoptalk

In this episode of Insurance Shoptalk, Eric Stein sits down with David Prejeant, Vice President of Client Relations at Alacrity Solutions, to discuss one of the fastest-growing challenges facing the insurance industry: AI-powered fraud. With more than two decades of experience in claims operations, property adjusting, catastrophe response, and commercial claims management, David shares firsthand insights into how artificial intelligence is changing the way insurers, MGAs, MGUs, carriers, and claims professionals evaluate risk and investigate claims. The conversation explores how AI can be used to create convincing but fraudulent documentation, including weather reports, business interruption records, loss histories, and other claim-related materials. Eric and David discuss the growing need for new fraud detection strategies, enhanced adjuster training, and AI-powered verification tools that can help insurers identify inconsistencies before fraudulent claims are paid. They also examine how organizations can use AI responsibly to improve claims handling, streamline data analysis, connect fragmented systems, and provide better information to underwriters and clients. If you're interested in claims management, insurance fraud prevention, underwriting, AI-powered analytics, risk management, or the future of insurance operations, this episode offers valuable insights into both the opportunities and risks that AI brings to the industry. #InsuranceShopTalk #InsuranceFraud #ArtificialIntelligence #ClaimsManagement #Insurtech #Underwriting #RiskManagement #PropertyClaims #CommercialInsurance #ClaimsTechnology

In this episode of Insurance Shoptalk, Eric Stein sits down with Jake Cash, founder of Senryx Group and former marketing leader at GEICO, to discuss what insurance agencies need to do to grow in today's rapidly changing marketing environment. Drawing from his experience managing large-scale insurance marketing campaigns and helping hundreds of agencies grow their books of business, Jake shares practical insights on lead generation, marketing systems, retention, automation, and the growing role of AI in agency operations. The conversation dives into how agencies can create more sustainable growth by reducing dependence on any one carrier, producer, vendor, platform, or marketing channel. Eric and Jake also discuss the importance of backend automations, speed-to-lead, differentiated messaging, retention strategy, and how AI tools are helping agencies streamline content, communication, and operational workflows without losing the human element that clients still expect. If you're an agency owner looking to improve your marketing strategy, modernize your processes, and build a more resilient business, this episode is packed with actionable ideas and practical takeaways. #InsuranceShopTalk #InsuranceMarketing #CommercialInsurance #AgencyGrowth #Insurtech #AIinInsurance #LeadGeneration #InsuranceAgency #DigitalMarketing #InsuranceSales

In this episode of Insurance Shoptalk, host Eric Stein sits down with James Benham, founder of JBK and Terra, host of the InsureTech Geek Podcast, and a longtime technology leader in the insurance industry. James shares insights from more than two decades building software, claims systems, underwriting platforms, and automation tools for carriers, TPAs, MGAs, and brokers across the insurance ecosystem. The conversation dives into how AI is transforming insurance operations, underwriting, claims management, and data analysis, while also addressing the challenges agencies and MGAs face with legacy systems, workflow automation, and implementation strategy. Eric and James discuss practical ways insurance professionals can start leveraging AI tools today, where machine learning and predictive analytics are headed next, and why agents who take the time to deeply understand these technologies will have a major advantage moving forward. If you're interested in the future of insurance technology, AI, underwriting, claims, automation, or operational strategy, this episode is packed with valuable insights and practical takeaways. #InsuranceShopTalk #Insurtech #AIinInsurance #ClaimsManagement #Underwriting #InsuranceTechnology #CommercialInsurance #MGA #TPA #WorkersComp

In this episode of Insurance Shoptalk, host Eric Stein sits down with Joe Zuk, an operating partner with Altamont Capital Partners, to discuss the future of insurance through the lens of private equity, underwriting, MGA strategy, and AI. Joe shares insights from his career across reinsurance, underwriting, corporate development, and insurance investing, while offering a behind-the-scenes look at how AI is reshaping underwriting, claims, workflow, and service across the industry. They also discuss the current M&A landscape in insurance, what investors are looking for in MGAs, wholesalers, and retail platforms, and why data, underwriting discipline, strong distribution, and human expertise continue to matter in a changing market. This episode is a great listen for agency owners, wholesalers, MGAs, carriers, and insurtech leaders looking to stay ahead of what's next in commercial insurance.  #InsuranceShopTalk #CommercialInsurance #Insurtech #PrivateEquity #AIinInsurance #Underwriting #MGA #InsuranceLeadership 

In this episode of Insurance Shop Talk, host Eric Stein sits down with Francisco Lopes of Sonant to talk about how AI voice technology is transforming the way insurance agencies handle inbound and outbound calls. From quote requests and policy servicing to claims intake, billing questions, renewals, and cancellation follow-up, Francisco shares how agencies are using AI voice assistants to reduce call overload, improve team efficiency, and create better client experiences. They also discuss where human review still matters, how AI integrates with major agency management systems, security considerations, adoption challenges, and what's coming next in insurance automation. If you've been curious about how AI can actually work inside a real insurance agency, this conversation gives a practical look at the opportunities, limitations, and future of voice AI in the industry.  #InsuranceShopTalk #InsurancePodcast #AIinInsurance #Insurtech #InsuranceAgency #CommercialInsurance #InsuranceTechnology #AgencyAutomation 

Healthcare costs are no longer just a line item — they're a growing liability for employers. In this episode of Insurance Shoptalk, host Eric Stein sits down with Brandy Thompson, CEO of BenefitBay, to explore how ICHRA (Individual Coverage Health Reimbursement Arrangements) is reshaping the way larger employers approach employee benefits. With renewal volatility, self-funded risk exposure, fiduciary pressure, and increasing administrative burden, many CFOs and HR teams are feeling squeezed from every direction. Brandy breaks down how a defined contribution model can restore budget control, preserve pre-tax advantages, and give employees true plan choice across multiple carriers — all while significantly reducing internal administration. The conversation covers: • How ICHRA works for groups 200+ lives  • Why large employers are moving away from traditional self-funded models  • How employees can shop plans based on their own doctors and prescriptions  • The role of technology in simplifying enrollment and payroll coordination  • How brokers and P&C agents can expand advisory value in the benefits space If you work with CFOs, HR leaders, or growing organizations facing healthcare cost pressure, this episode offers a fresh perspective on a rapidly evolving market. Watch now and learn how this model is changing the benefits conversation. #InsuranceShopTalk #EmployeeBenefits #ICHRA #HealthcareStrategy #CFOInsights #AgencyGrowth #InsuranceIndustry  

Insurance agencies don't just need more people — they need smarter operations. In this episode of Insurance Shoptalk, Eric Stein sits down with Travis MacMillian of Xceedance to unpack how automation, AI, and strategic back-office support can completely transform the way property & casualty agencies operate. From policy checking and COI management to remarketing, loss runs, endorsements, accounting reconciliation, and even claims coordination — Travis explains how agencies can eliminate repetitive portal work, reduce manual data entry, and create 30%+ more operational capacity without stacking on more headcount. This isn't about replacing people. It's about removing friction — so principals can put more in their pocket, pay producers and CSRs more, and build a modern digital footprint that supports real growth. If you're tired of adding bodies just to keep up with volume, this conversation will shift your thinking.  #InsuranceShopTalk #AgencyAutomation #InsurTech #InsuranceOperations #AgencyGrowth #DigitalInsurance #PAndC  New boost

In this episode of Insurance Shop Talk, host Eric Stein introduces a game-changing workers' compensation opportunity for P&C agents in Ohio and surrounding states.  With Ohio's monopolistic system long limiting agent participation, a newly approved Alternate Employer Organization (AEO) program now allows agents to earn ongoing commission while delivering meaningful cost savings and improved claims management for their clients. Eric breaks down how the program works, who it's best suited for, and—most importantly—the practical sales strategy agents can use to position it with existing clients and prospects.  From pay-as-you-go billing and simplified claims handling to real-world savings examples, this webinar offers a clear roadmap for agents looking to unlock new revenue and strengthen client retention in a competitive market. #WorkersComp #InsuranceAgents #OhioInsurance #PNCAgents

In this episode of Insurance Shoptalk, host Eric Stein sits down with Walter Sabrin of Venture Employer Services for a wide-ranging conversation on the realities of hiring, recruiting, and retaining talent in today's insurance agency environment.  Drawing on decades of experience, Walter breaks down why agencies should always be recruiting, how internal referral programs and small-scale job fairs can deliver outsized results, and why traditional job boards often fail to reach the best candidates. The discussion also explores proactive headhunting, building a recruiting pipeline for future needs, leveraging nearshore and remote talent to reduce costs while increasing productivity, and the importance of communication, training, and career progression in improving retention.  Together, Eric and Walter share practical, real-world insights that agency owners can use to strengthen their teams, adapt to a changing workforce, and build a sustainable hiring strategy for the future.  #InsuranceRecruiting #AgencyGrowth #HiringTalent #InsuranceCareers #AgencyOwners #InsurTech #WorkforceStrategy 

In this episode of Insurance Shoptalk, host Eric Stein sits down with Vlada Lotkina, CEO and co-founder of SUPERAGENT, to explore how AI is changing the way P&C agencies train and scale their sales teams.  Vlada breaks down how SUPERAGENT's AI personas create realistic roleplay for new producers, how the real-time sales co-pilot improves conversion rates for experienced reps, and how their outbound AI agent can qualify leads, gather data, and follow workflows with almost no integration. She also discusses how agencies are using the platform to gain visibility into performance, deliver personalized coaching, and turn months of training into days of meaningful progress. If you want a clear, practical look at how AI is actually improving insurance sales—not just adding hype—this episode delivers a firsthand view of what's possible. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  #InsurTech #AIPoweredSales #InsuranceTraining #PCInsurance #AgencyGrowth #InsuranceAgents #SalesTechnology 

In this episode of Insurance Shoptalk, host Eric Stein sits down with Terry McLean, CEO of SageSure, to discuss how the company has built one of the largest independent property insurance platforms serving catastrophe-exposed markets. Terry shares insights into navigating the hardest property market in decades, managing risk in wildfire and coastal regions, and balancing technology with hands-on underwriting and claims operations. From Florida's ENS market to California's wildfire challenges, this conversation reveals how disciplined underwriting, data-driven modeling, and long-term relationships with agents help SageSure thrive where others retreat. Tune in for a candid look at the future of homeowners insurance, reinsurance cycles, and what agents can do to succeed in high-risk markets. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  #PropertyInsurance #InsuranceIndustry #RiskManagement  #CatastropheInsurance  #Reinsurance #ENSMarket #HomeownersInsurance 

In this episode of Insurance Shoptalk, host Eric Stein of Insured Solutions speaks with Bob Butts of Alternative Comp Solutions (ACS) about Ohio's newly approved Alternative Employer Organization (AEO) program—an innovative alternative to the state's traditional Bureau of Workers' Compensation system. They discuss how this new model allows agents to finally earn commissions on workers' comp, helps employers save 20–30% on premiums, introduces a convenient pay-as-you-go billing structure, and simplifies claims management.  The conversation also explores how AEOs differ from PEOs, what agents need to know about the AC3 form and quoting process, and why this change opens major opportunities for agencies across Ohio.  About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  #InsuranceShoptalk #WorkersCompOhio #InsuredSolutions #AlternativeEmployerOrganization #AEOProgram #InsuranceAgents #WorkersCompensation #CommercialInsurance #OhioInsurance #PEOvsAEO 

In this episode of Insurance Shoptalk, guest Jamie Fortier from isolved joins host Eric Stein to discuss how insurance agents can expand into payroll services through flexible referral and white-label models. Jamie explains how isolved supports agents with full back-office operations—from payroll processing to tax management—allowing them to grow revenue without adding staff. The conversation dives into isolved's focus on enhancing employee experience, the advantages of consolidating services under one provider, and strategies for protecting core insurance business while building new income streams. Tune in to learn how payroll partnerships can help agencies strengthen client relationships and scale their service offerings. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  #PayrollServices  #InsuranceAgents  #BusinessGrowth  #EmployeeExperience  #PayrollSolutionsForAgents

In this episode of Insurance Shop Talk, host Eric Stein sits down with Ron Lucki, Vice President of Business Development at Ohio Indemnity Company, to discuss a powerful yet often-overlooked opportunity for P&C agents — helping nonprofits manage and insure their unemployment risk through the UC Assure program. Ron breaks down how the UC Assure model works, how nonprofits can legally opt out of state unemployment tax systems, and why this creates both huge cost savings for nonprofit organizations and a new revenue stream for agents. He also walks through: ✅ How nonprofits can cut unemployment costs by 40% or more ✅ Which organizations qualify  ✅ Why this program is safer and more predictable than self-funding or staying in the state pool ✅ How agents can earn recurring commissions with minimal effort — no new product training required ✅ The referral process, qualification tips, and key state deadlines Whether you already serve nonprofit clients or are looking to expand your agency's book, this episode provides practical insights into an untapped niche that blends insurance, compliance, and steady revenue. Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  #InsurancePodcast #PNCAgents #NonprofitInsurance #UnemploymentInsurance #UCAssure  #InsuranceMarketing #AgencyGrowth 

Ohio Workers' Comp Just Changed – Here's What Agents Need to Know In this episode of Insurance Shoptalk, host Eric Stein talks with Bob Butts, Chief Risk Officer at Alternative Comp Solutions (ACS), about a major change in Ohio's workers' compensation market. For the first time, agents can now sell workers' comp in Ohio and earn commission, thanks to Senate Bill 2011 and approval by the Ohio Bureau of Workers' Compensation. Bob explains how ACS is leading the way with an Alternative Employer Organization (AEO) model that saves employers 10–30% on premiums, simplifies claims handling, and eliminates the need to switch payroll systems. The discussion covers the differences between AEOs and PEOs, how the pay-as-you-go approach helps employers with cash flow, and why this new model is such a big opportunity for insurance agents. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  

In this episode of Insurance Shoptalk, Eric Stein sits down with Alex Choroomi from Alkeme Insurance to discuss how digital leads and online quoting are transforming the small business insurance landscape.  Alex shares his journey into the commercial insurance world, explaining how Alkeme Insurance is leveraging digital advertising and advanced quoting portals to bring in high-quality leads and close deals quickly. He dives deep into the challenges and successes of targeting industries like contractors, manufacturing, and transportation with tailored workers' comp and general liability coverage. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shop Talk, host Eric Stein is joined by James Allgood and Chad Carpenter from CompScience, a game-changing workers' compensation program that uses AI-powered computer vision to reduce workplace injuries and cut claims—by up to 35–55%. Discover how CompScience helps clients improve safety, reduce risk, and look like heroes—all while using existing camera systems. Learn how the platform identifies unreported near-misses, ergonomic issues, and hazardous behaviors in real-time, turning video footage into actionable safety insights and boosting adoption of safety recommendations from 20% to 75%. ✅ AI Risk Reports ✅ Real-time Alerts for Construction & Restaurants ✅ Works with Existing Cameras ✅ No Extra Cost for the Technology ✅ Nationwide Coverage (ex. monoline construction in NY/NJ) ✅ Minimum Premium: $50K Hear real-world stories of how agents have won six-figure accounts using CompScience as their wedge—and how safety tech is finally catching up with the industry. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Work ON your business, not just IN it! In this episode of Insurance Shoptalk, host Eric Stein is joined by guest Steve Kim to dive into what it really takes to build a purpose-driven insurance agency—one that doesn't just generate profit, but also gives owners the freedom, balance, and fulfillment they're looking for. Steve, the founder of Purpose Matters and the author of the upcoming book Focus on What Matters, shares more about his 7P Business Alignment Model, how to build a team that fits with your agency's culture, the best practices for attracting clients who actually fit your model. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Artificial intelligence is here - how will it change and transform your agency? Find out in this episode of Insurance Shoptalk with host Eric Stein and guest Nikhil Kansal. Nikhil is the co-founder of Oyster, an AI software company for insurance. Oyster provides a new standard of comprehensive personal insurance coverage through a simplified experience. In this episode, he talks about about Cara, Oyster's revolutionary AI-powered CSR built specifically for insurance agencies. From quote to bind to post-sale service, Cara is reshaping how agents manage workflows, compare coverages, generate documents, and even handle inbound phone calls with voice AI that most clients can't tell isn't human. Whether you're running a small agency or managing a large AMS stack, this episode dives into real-world AI use cases, including document parsing, policy servicing, and customer communication — all without disrupting your current systems.  About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shop Talk, host Eric Stein sits down with John Sansoucie  from Cognethro.com to discuss how outsourcing back-office tasks can transform an insurance agency. They explore the critical role of documentation in setting clear expectations, the efficiency gains from outsourcing, and how offshore teams can help scale operations. John shares insights into improving underwriting, payroll, finance, and sales support while highlighting the benefits and challenges of offshore staffing in India. The conversation also touches on how AI is shaping the future of insurance processes and how agencies can adapt to stay competitive. To learn more, find John Sansoucie on LinkedIn at https://www.linkedin.com/in/john-sansoucie-033b20/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode. This podcast is provided for general and informational purposes only and is not intended to constitute legal, tax, or investment advice or a recommended course of action in any given situation. All opinions and views constitute judgments as of the date of production and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are for illustration purposes only. 

Many agency owners have a valuation in mind . . . but is it realistic? In this insightful new episode of Insurance Shoptalk, host Eric Stein and guest Steven Nigro, Managing Partner at TAG Financial, break down the realities of agency valuations, deal structures, and M&A strategies in today's market. They discuss the importance of properly preparing your agency for sale, the differences between business brokers, investment bankers, and aggregators, and the role of earnouts, stock, and private equity in a deal. To learn more and catch other great episodes, please visit https://insuranceshoptalk.com or visit the Insurance Shoptalk YouTube channel here. Explore the dynamic world of commercial property and casualty insurance with a new podcast from Eric Stein! With a rich background and over twenty-five years of industry experience. When you tune in to an episode of Insurance Shoptalk, you can: Stay updated on the latest news, trends, and developments in the insurance industry Hear in-depth interviews with insurance industry leaders, experts, and carriers. Explore how new technological advances are shaping the insurance industry Find Insurance Shoptalk on YouTube, or on Spotify, Apple Podcasts, and iHeartRadio. To learn more, visit the Insurance Shoptalk website. This podcast is provided for general and informational purposes only and is not intended to constitute legal, tax, or investment advice or a recommended course of action in any given situation. All opinions and views constitute judgments as of the date of production and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are for illustration purposes only. 

Rising healthcare costs are a big challenge! In this episode of Insurance Shoptalk, learn how to navigate rising healthcare costs as host Eric Stein interviews guest Kayla Shawn, CEO of The Healthcare Navigator. Kayla shares more about the Healthcare Navigator's innovative steerage program, and how it guides employees to high-quality, cost-effective healthcare providers, saving employers thousands per employee annually. Eric and Kayla also chat more about the growing role of CFOs in healthcare decisions, plus the opportunity for P&C agents to enhance their value by addressing both insurance and healthcare needs. To learn more about The Healthcare Navigator, visit them online at https://www.thehealthcarenav.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Are you aiming to transform your sales approach? Then you'll love with new episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guest Nick Lamparelli of Insurance Nerds. Nick and Eric take a deep dive into the dynamics of becoming a trusted advisor in commercial insurance, and Nick shares invaluable strategies for building credibility, creating value-added risk management plans, and using niche expertise to drive inbound opportunities. To learn more about Insurance Nerds, find them online at https://insnerds.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Explore a revolutionary approach to premium recovery in this new episode of Insurance Shoptalk! Host Eric Stein interviews Duke Mills, president of Work Comp Solutions. Duke shares more about his innovative journey through the commercial insurance world, plus offers actionable insights and game-changing strategies for uncovering costly workers' comp mistakes and unlocking hidden savings. To learn more about Work Comp Solutions, please visit http://www.workcompsolutionsfl.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this exciting new episode of Insurance Shoptalk, host Eric Stein is joined by guest Lawson Condell, the founder of Riskybly. Riskybly is an app for commercial insurance agents that offers a customizable, white-labeled client portal that centralizes HR, safety training, compliance tools, and policy management. In this episode, Eric and Lawson discuss how Riskbly's cutting-edge platform is revolutionizing the insurance experience and offering innovative solutions to  enhance workplace culture, reduce risk, and improve efficiency. To learn more about Riskbly, visit https://www.riskbly.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shoptalk, host Eric Stein is joined by guests Amy Berry and Jamie Shockley from Mike Keith Insurance in Missouri. Throughout the conversation, Amy and Jamie share insights on building strong producer-account manager relationships to boost productivity and service quality. They also  discuss the importance of teamwork, effective communication, and managing high-volume workloads with ease and offer practical advice on best practices for account managers and producers. To learn more about Mike Keith Insurance, please visit https://www.mkeithins.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shoptalk, host Eric Stein talks with Melissa Dillon from Insurance Exam Queen, a podcast that helps aspiring insurance agents pass their exams and become licensed agents! In this episode, Melissa breaks down the challenges of the insurance exam and shares study tips, exam strategies, and more. To learn more about Melissa and Insurance Exam Queen, please visit https://www.insuranceexamqueen.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shoptalk, take a dive into the world of payroll and HR services with host Eric Stein and guest Paul Aemisegeo from PayrollMart. Paul shares how PayrollMart helps  insurance brokers assist their clients in transitioning to new payroll and HRIS systems and how PayrollMart provides tailored payroll solutions without competing with brokers. Paul and Eric also discuss other payroll and HR topics, like the challenges of exiting a PEO and the benefits of using a broker-centric model for payroll and HR management. To leanr more about PayrollMart, find them online at https://www.payrollmart.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Exciting news! Insurance Shoptalk host Eric Stein is the author of a recently-released book, The Blueprint: An Insurance Agency's Unconventional Rise to the Top. In his book, Eric shares his inspiring story of taking his insurance agency from humble beginnings to strategic expansion, plus offers advice others can use to differentiate their agency, attract top talent, and adapt to changing customer expectations. In this special episode of Insurance Shoptalk, guest host Chad Carpenter from MAG Mutual Group interviews Eric about his book. They talk about the inspirations and stories behind The Blueprint and delve deeper in some of the book's key insights, including identifying market gaps, the benefits of offshoring, building a robust sales force, navigating turbulent times, and much more! Learn more about The Blueprint and get a copy for yourself today at https://insuranceshoptalk.com/erics-new-book About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Find out how to target the temporary staffing niche in this episode of Insurance Shoptalk! Host Eric Stein is joined by guests Lee Castin, the vice president of sales of Vensure Staffing Alliance and Brian Urso, Vensure Staffing Alliance's division president. In this episode, Lee, Brian, and Eric have an in-depth conversation about staffing-specific HR and risk management solutions, including the unique challenges of managing payroll and workers' comp in the staffing industry,  the value of loss control and risk management services for staffing companies, and how to leverage outsourcing solutions for back-office operations. To learn more about Vensure Staffing Alliance, please visit https://www.vensure.com/who-we-serve/staffing-companies/vensure-staffing-alliance/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Can AI help you grow your business? In this episode of Insurance Shoptalk, join host Eric Stein for a deep-dive into the revolutionary and ever-evolving world of AI! Eric is joined by guest Dale Thomas, an AI expert and author of The Ultimate AI Guide to Small Business Success. Eric and Dale talk about the role of AI in insurance, and how AI is revolutionizing commercial insurance and operations, from AI-powered outbound calls to automating routine tasks that once took hours. To learn more about Dale, visit https://actionableops.com/ or find his book at https://www.amazon.com/Ultimate-Guide-Small-Business-Success/dp/B0D678PPD2/ref=sr_1_1?crid=3VK0EAL7NS8QS&dib=eyJ2IjoiMSJ9.GYByZLhTGJYFsxJluSXQFrlPG3VFcqvJoiArEc_JbCT9X43Yp4bE9v1mAqvwJHo-sVZ2R1xnvzCMSJUtOLpyOw.uqp2iQ_SjlRKzYc42_aazsp0Uc-SFphFe9apHcnbMto&dib_tag=se&keywords=dale+thomas+ai&qid=1726148876&sprefix=dale+thomas+ai%2Caps%2C169&sr=8-1. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.  

Congratulations to Kara Childress on her new role as president of VensureHR! In this exciting episode of Insurance Shoptalk, host Eric Stein talks with Kara about her role with VensureHR and her plans and priorities for the coming year. Kara also shares more details about VensureHR's programs and operations, including their staffing alliance division and their divisions for cannabis, agriculture, and more! To learn more about VentureHR, please visit https://www.vensure.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Learn how to target the cannabis niche! In this episode of Insurance Shoptalk, host Eric Stein is joined by guest Greg Cowan of Greenleaf HR, which helps cannabis industry businesses find the unique, comprehensive HR and payroll solutions they need. Greg shares more about Greenleaf HR and their solutions, sheds light on trends in the cannabis industry, and offers insights agents can use to target the cannabis niche. To learn more about Greenleaf HR, visit them online at https://greenleaf-hr.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ 

If you're working to find the best solutions for your blue-collar clients, consider FrankCrum! FrankCrum is a Florida-based PEO that offers hard-to-place Workers' Compensation, risk management, employee benefits, and other services agents can utilize to help their clients. They are also the owner of their own A-rated Workers' Comp carrier. In this episode of Insurance Shoptalk, join host Eric Stein as he talks with Jonathon Bates, FrankCrum's vice president of broker sales, about FrankCrum's services, as well as the unique benefits of working with a PEO with their own carrier. To learn more about FrankCrum, find their online at https://www.frankcrum.com/ About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ 

If you're an agent looking to learn more about how to target the agriculture industry, this episode of Insurance Shoptalk is for you! In this episode, host Eric Stein is joined by guest Kimberly Sanders from Harbor America, an employer solutions company specializing in Workers' Compensation for the agriculture industry. Kimberly shares more about Harbor America and their Workers' Compensation programs, which can insure clients with H2A workers, group transportation, and 24-hour exposure, as well as their payroll services designed specifically for agriculture business. To learn more about Harbor America, find their website here: https://hapeo.com/  About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

 Would your P&C agency benefit from nearshore or offshore back-office solutions? Find out more in this episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guests Mark Stetson and Henderson Watkins from Solvo Global. They share more about Solvo Global and their many services for P&C agencies, like processing certificates, scrubbing acords, forwarding policy information, and handling reinstatements and cancellations. Eric, Mark, and Henderson also delve into the differences between offshore and nearshore service, and how they differ in cost savings and productivity benefits. To learn more about Solvo Global, find them online at www.solvoglobal.com  About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Welcome to another episode of Insurance Shoptalk! In this episode, join host Eric Stein and guest Bill Kaley! Bill Kaley is the president of Colony West, an insurance agency that helps midsize businesses find coverage, expertise, and peace of mind. While many agencies focus on property and casualty insurance, Colony West goes a step beyond, offering assistance on HR, HR training, risk management, payroll services, and more. In this episode, Bill Kaley shares more about Colony West and their unique offerings, and how they use their in-house HR to win new P&C business. To learn more about Colony West, visit their website at https://colony-west.com/. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shoptalk with host Eric Stein, learn all about learn all about Southeast Personnel Leasing Inc. SPLI is based in Tampa, FL and is a professional employer organization (PEO). Their program utilizes an Am Best A-Rated Workers' Compensation carrier focusing on alternative risk. In this episode, Jason Walsh and Sean Harrell from SPLI share how SPLI specializes in alternative risk Workers' Compensations, including construction, roofing, transportation, manufacturing, and other high-risk industries. Jason and Sean also discuss the benefits for P&C agents who work with them, including an internal Workers' Compensation claims department, risk management, and HR services to help clients lower their overall insurance costs. To learn more about SPLI, please visit www.spli.com About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

How does a national commercial insurance agency handle agency acquisitions? Find out in this episode of Insurance Shoptalk! Host Eric Stein is joined by guest Curtis Barton, the CEO of national commercial insurance agency Alkeme Insurance. He shares more of his process of agency acquisitions, plus shares what he looks for when purchasing an agency and how integration works post-sale. In addition, Eric and Curtis discuss overall industry and acquisition trends occurring today in the retail agency industry and overall industry. Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/  If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this new episode of Insurance Shoptalk, join host Eric Stein and guest Jim Urseth, president of Reliable Premium Management (RPM), for a deep-dive into their pay-as-you-go solutions. RPM has many unique offerings, including a pay-as-you-go general liability program billed by payroll instead of the company's revenue. Their pay-as-you-go offerings also include Workers' Compensation programs, with superior options, flexibility, and benefits like easy implementation, a simplified audit experience, and pay-as-you-go insurance premiums to minimize the upfront costs of Workers' Compensation. To learn more about RPM and their pay-as-you-go solutions, find them online at https://reliablepremium.com/. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

In this episode of Insurance Shoptalk, join host Eric Stein and guest Vladimir Vladimirov for an in-depth exploration of NowCerts and their cloud-based integration CRM and agency management system, Automate 365. In this episode, NowCerts system manager Vladimir talks though the many uses and benefits of Automate 365, including the system's ability to assist P&C agents with task like online quoting, sales, marketing, customizable reporting, and workflow automations. To learn more about NowCerts, please visit www.nowcerts.com. You can also learn more about Automate 365 at www.automate365.com. About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Welcome to another episode of Insurance Shoptalk, where host Eric Stein provides P&C agents with industry updates and in-depth information about new tools and programs they can use to improve their business! In this episode, join Eric for a deep-dive into Whiteboard Risk, a commercial property and casualty agency, which is located in Southern California and operates in all states. In this episode, learn more about Whiteboard Risk's subscription risk management services, including its unique programs and many benefits, including higher commissions, contingency bonuses, and reduced Workers' Compensation claims and premiums. To learn more about Whiteboard Risk and their subscription risk management services, please visit https://www.whiteboardrisk.com/  About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/ If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.

Are you a P&C agent interested in learning how to quote, bind, and service without the need for multiple logins? Find out more in this episode of Insurance Shoptalk with host Eric Stein and guest Phil Friedman from ibynd! ibynd is a comparative insurance rater that allows P&C agents to quote, bind, and service for property and casualty insurance carriers in Workers' Compensation—all without the need to login to multiple websites to bind coverage. In this episode, Phil shares more about ibynd's unique features and how it can help agents avoid the headache of multiple logins. To learn more about Ibynd, please visit www.ibynd.com   About Insurance Shoptalk Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/