For over twenty years in the insurance industry, Erin Dey has dedicated her professional career to helping others. From insurance agents to agency owners, underwriters, and consumers, her love and passion for helping others have made her one of the top leaders in our industry. In this episode, you will get to learn all about Erin and her journey through the insurance industry. Her story is inspiring and her knowledge and expertise will make you want to work with her and her team. Erin i...

From selling golf balls back to golfers on her lemonade stand to Independent Agency Owner to InsureTech CEO, the great Margeaux Giles is an inspiring serial entrepreneur. You will love every second of her story. Margo, as everyone calls her, is the CEO of IRYS InsurTech, an Agency Management System (AMS) platform that was “Built by Agents, for Agents”. She is an experienced industry leader in Insurtech with a proven track record of evaluating, creating, and implementing software for Ins...

In this episode, our host, Ariel Rivera, sat down with Clare DeNicola from the 10 Company to discuss the basic infrastructure every insurance agency should have. From Agency Management Systems (AMS) to Customer Relationship Management (CRM), and VOIP phone systems, every insurance agency needs to have a core infrastructure. It doesn’t matter if you are a one-person startup scratch agency or an already established multiple-location agency. Having a solid infrastructure will set you apart from ...

Conoce a la gran Lucyll Correa, Presidenta de Singular Insurance Agency. Lucyll es una de las mujeres líderes más grandes de la industria de seguros de Puerto Rico. Su trayectoria es inspiradora y sus logros son dignos de admiración. A lo largo de su carrera, Lucyll se ha desempeñado como suscriptora de aseguradoras, ejecutiva y Presidenta de Agencias Generales en Puerto Rico, al igual que otros roles de liderazgo. Su experiencia y conocimiento de la industria de seguros son un ejemplo ...

Meet the great Rosalie Donlon. Rosalie was the group editor-in-chief at ALM Media, LLC. As editor-in-chief she managed all reference solutions for ALM, which include Law Journal Press, Law Journal Newsletters, National Underwriter Company publications, PropertyCasualty360, FC&S Expert Coverage Interpretation and Insurance Coverage Law Center. She also developed the Cannabis Insurance Coverage Specialist designation, the first of its kind in the insurance industry. As editor-in-chief of th...

For over 30 years Bob Burg has been successfully showing entrepreneurs, leaders, and sales professionals how to communicate their value and accelerate their business growth. Although for years he was best known for his sales classic, Endless Referrals, it’s his business parable, The Go-Giver, coauthored with John David Mann that has created a worldwide movement. While part of a four-book series, The Go-Giver itself has sold more than one million copies and been translated into 30 languages. I...

Steve is an insurance professional and sales leader with extensive experience driving revenue growth for large-scale businesses. He is a dedicated leader and strategist who sets viable short and long-term growth plans and motivates teams to achieve 100%+ of the goals. His extensive career involves leadership roles at Allstate Insurance Company, Lightspeed Voice, Better Agency, and other major players of our industry. In this episode, you will get to know Steve’s story and learn all abou...

César Campillo es el Cofundador de CUVRO en Puerto Rico. César es un Certified Public Accountant (CPA) con experiencia en gobierno, la industria de “private equity” y la industria de seguros. En este episodio Cesar nos comparte la historia de su carrera y sus planes de innovación y tecnología para los agentes y productores de Puerto Rico. Disfruta de nuestra conversación sobre: La industria de seguros y cómo la tecnología está cambiando la forma en que se hacen negocios. La ...

In this episode we bring you the highlights of the The Fun Seat event we celebrated last May. The Fun Seat was a live online event where we sat down on the fun/hot seat Joseph Petrelli from Demotech, Inc., and Todd Kozikowski from 4WARN. During the event, we discussed the new challenges insurance companies are facing, including excessive claims and litigation. This episode will blow your mind and help you understand the many struggles the insurance industry is going through right now. T...

Marcus Daley, the technical co-founder of NeuralMetrics, is a seasoned technology executive with experience spanning Fortune 500 companies to nimble startups. At NeuralMetrics, Marcus has utilized his expertise to leverage AI and NLP in reshaping insurance underwriting processes, focusing on automating classification and risk assessment for instant commercial underwriting. During his tenure as the Chief Technology Officer at S&P Global, Marcus spearheaded the technological innovations for...

Eduardo J. Criado es el CEO y Presidente de AON Puerto Rico y el Caribe. Es un veterano de la industria de seguros de Puerto Rico con más de 30 años de experiencia. A Eduardo le encanta motivar a las personas y buscar oportunidades para mejorar. Es entusiasta e inclusivo en su conexión con las personas. Cree en el servicio y en crecer y evolucionar junto a otros. Eduardo ha ejercido gran parte de su diversa carrera en seguros desde posiciones de liderazgo. Así fue en AIG Credit Puerto Rico, ...

Heather Monahan is a kindhearted soul that genuinely wants to help people improve their confidence and live life to their fullest. She is resilient and has overcome adversity her whole life. She has been hard-working since a young age. Her success has been earned, not given. Her love, honesty, and kindness is real. Her books, Overcome Your Villains and Confidence Creator, will boost your confidence and bring a lot of positivity into your life. Heather is a two time best-se...

Clare DeNicola is the Co-Founder and Principal of the 10 Company, a highly strategic, service-oriented, women-owned business dedicated to helping C-level executives transform their businesses using marketing, sales and communications. She was also the President and CEO of IVANS, Inc., a technology company that revolutionized the insurance industry by integrating carriers and their systems with third parties that service the industry. Her passion for helping companies grow has made...

Una vez más vemos como por accidente la industria de seguros de Puerto Rico logra reclutar a un excelente profesional y recurso de primera. Carlos es un educador en seguros y un líder en múltiples industrias. Es un profesional de seguros con vasta experiencia y una preparación digna de admiración. Carlos cuenta con un Bachillerato en Administración de Empresas (BBA) de la Universidad de Puerto Rico. También ostenta una Maestría en Administración de Empresas (MBA), Manejo de Riesgos &...

VIVA Virtual Assistants is a company that can definitely help you grow your business. VIVA provides virtual professionals from Latin America handpicked to help you grow your business. VIVA allows you to focus on scaling your business and leave the everyday tasks to them. VIVA has college-educated Virtual Assistants and Virtual Professionals with the knowledge and skills to support your needs. They are bi-lingual and are located in the Central Time Zone. VIVA provides help for the insurance an...

Dulce’s story is an example that when you are helping out of kindness and generosity, inevitably you are going to be successful and a role model. Good things are going to happen to you and you are going to be a positive influence in the spaces that you are in. Dulce has had an amazing career helping clients, colleagues, and consumers. Her book of business is fully made by referrals and her retention rate is insane. Many of her clients had been with her for decades and generations. She has a s...

Mike Becker is the Chief Executive Officer and Executive Vice President of the National Association of Professional Insurance Agents (PIA National). He has over 15 years of experience in the insurance industry. His deep insight into industry trends have helped him create strategies that increase revenue for the organization and its affiliates, and for its members. He has a special expertise in streamlining business operations and leading growth initiatives. Mike is native to Washington, D.C.,...

🔊🔊SOUND UP🎙️🎙️WE ARE LIVE🔊🔊 En este episodio especial sobre educación continua en seguros, Ariel y Lilmayrie se sientan a hablar y compartir historias sobre las distintas designaciones profesionales de seguros. Aprenderás sobre la importancia de obtener la educación continua correcta para llevar tu carrera de seguros a otro nivel. Si quieres obtener designaciones profesionales de seguros y no sabes cuál es la mejor para ti, este episodio te guiará a tomar una decisión informada. No impo...

Elena Leon es la Presidenta de Spartan Financial Services Corp., (Spartan) una compañía para el financiamiento de pólizas de seguros misceláneos en los estados de Florida y Georgia. Elena es la Vice Presidenta de United Insurance Finance Company, Inc. (United) una empresa con más de 40 años sirviendo a Puerto Rico y que ofrece servicios de financiamiento de pólizas de seguros misceláneos en la isla. A su vez, es Vicepresidenta de Lease Option Company, Inc., (Lease Option) entidad dedicada al ...

Roberto Ramos, como es conocido por sus colegas, cuenta con más de 20 años de experiencia en la industria de seguros de Puerto Rico. Roberto llegó al mundo de los seguros por casualidad y tuvo sus primeras experiencias cuando estaba en la escuela superior. Definitivamente es un “sobreviviente” de la industria de seguros, ha corrido muchas bases y llegó para quedarse. Su diversa carrera incluye roles como asistente de contabilidad, técnico financiero, suscriptor comercial, ejecutivo de desarro...