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 the competition. Once your core systems are in place, you can start adding additional pieces of technology that will complement and improve the Customer Experience and make you and your agency more efficient.  Episode Highlights: What is considered critical infrastructure for an independent insurance agency?Are there any emerging trends or changes in the importance of certain systems in the future?How can agencies maximize the use of technology and measure ROI?Beware of the “bells and whistles”. This episode is brought to you by AR Solutions. Insurance companies and MGAs, are you struggling to provide cyber liability coverage for your small business portfolio? We know it is a difficult peril to manage, and we understand it is a risk you don't want in your paper. We get it! And this is where we come in. We have the perfect solution for your commercial portfolio. Through our Cyber Risk Purchasing your insurance company or MGA can now include cyber liability insurance as a bolt-on product to your commercial portfolio.Think about this: no risk to your paper, no filings, no claims handling, no reinsurance, and available on an admitted basis in all 50 States and Washington D.C. through an AM Best 'A-' rated carrier. Can it get better? Of course it can! Carriers and MGAs using our Cyber Risk Purchasing Group policy are making hundreds of thousands of dollars of additional revenue. Awesome! Right? So, contact us NOW so we can help you take your company or MGA to the next level. Visit https://cyberinsurance.services/ to contact us and learn more about the Cyber Program.#funinsurancesolutions #podcast #cyber #insurancesolutions #podcastdeseguros #insurancepodcast #podcastingRemember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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 para muchos. Disfruta de nuestra conversación sobre:La historia profesional de Lucyll.El desarrollo profesional en la industria de seguros.Los retos y oportunidades que enfrentamos. El rol de la mujer en la industria de seguros.La importancia de la colaboración entre colegas.Lo nuevo que trae Singular Insurance Agency para el 2024.Fun Fact: a Lucyll le encantan los karaokes y bailar con su esposo. Cantar y bailar con su familia y amigos la ayudan a relajarse y liberar las tensiones del día a día. Así que, si algún día la ves en un karaoke, coge un micrófono y únete a cantar con ella. Para conectarte con Lucyll, puedes visitar su página de LinkedIn presionando aquí. También puedes visitar las oficinas de Singular Insurance Agency. #funinsurancesolutions #oneallianceinsurance #singularinsuranceagency #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi #hosts #podcasthosts CLICK HERE to “like” us on Facebook.CLICK HERE to follow us on Instagram.CLICK HERE to follow us on LinkedIn.Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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 the insurance, financial planning and tax publications at ALM, she directed the editorial strategy, content development, and new product development on topics of interest to the property & casualty insurance industry, financial services industry and tax professionals.Rosalie’s involvement in the insurance industry has given her the opportunity to see first hand the trends and developments of our industry. Episode Highlights: Rosalie Donlon's Career Journey Panel Discussion at InsurTech New YorkImportance of Flood Insurance and Homeowner's InsuranceInsureTech Trends and ChallengesThe importance of customer service in the insurance industryThe Value of Independent Agents in the Insurance IndustryImpact of Building Codes on Property InsuranceFUN FACT: Rosalie loves to cook, especially with her daughter. She’s an enthusiast of Italian cuisine and she loves honoring her Sicilian grandmother’s recipes for anything pasta related. To connect with Rosalie Donlon, JD, please follow and connect with her on LinkedIn.Please remember to subscribe to our podcast and download all our episodes on your iPhone, Android, or Spotify so you can listen to us anywhere in the world and in your own time. #funinsurancesolutions #podcast #podcastdeseguros #insurancepodcast #podcasting #insurancelife #insuranceprofessionals #cyber #riskpurchasinggroup #insurancemergersandacquisitions #advisory #integrationRemember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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. It was rated #10 on Inc. Magazine’s list of The Most Motivational Books Ever Written, and was on HubSpot’s 20 Most Highly Rated Sales Books of All Time.Bob is founder of The Go-Giver Success Alliance, an online Mentorship Community for successful entrepreneurs, leaders, and sales professionals, and he publishes the very popular Daily Impact email.He is an advocate, supporter, and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve.FUN FACT: Bob is an unapologetic animal fanatic and served on the Board of Directors of Furry Friends Adoption & Clinic in his town of Jupiter, Florida.To connect with Bob, visit https://burg.com.#funinsurancesolutions #podcast #insurance #cyber #M&Aadvisory #marketing #seguros Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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 about his new project for insurance professionals called: www.theinsuranceindex.com. Steve has designed a FREE website full of information and resources to guide insurance professionals throughout our journey. Fun Fact: Steve is a huge golf enthusiast. He loves playing golf wherever he travels. He finds that golf gives him peace and happiness, especially when traveling for business. For more information about Steven Mohr and The Insurance Index, follow and connect with him on LinkedIn.Please remember to subscribe to our podcast and download all our episodes on your iPhone, Android, or Spotify so you can listen to us anywhere in the world and in your own time. Thank you to our Sponsor Cover Desk. Visit https://coverdesk.com/ and schedule your FREE demo to learn all about how a Virtual Assistant can help you take your Agency to the next level. #funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofesionals #seguros #puertorico #usa #usvi #theworldCLICK HERE to "Follow" us on LinkedIn.CLICK HERE to "Like" us on Facebook.CLICK HERE to "Follow" us on Instagram.Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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 importancia de la colaboración entre agentes y productores y cómo las respectivas plataformas pueden ayudar a los agentes a maximizar su eficiencia y productividad. La falta de integración entre las aseguradoras y las plataformas de automatización en Puerto Rico.Cómo el COVID nos adelantó 10 años en cuanto a tecnología. Las soluciones que podemos ofrecerle a nuestros clientes para ser más eficientes y más productivos. Fun Fact: César es un amante del Surfing. Ama el mar y la mezcla de emociones que siente al “sufear”. Para conectarte con César, puedes visitar su página de LinkedIn presionando aquí.#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi #hosts #podcasthosts CLICK HERE to “like” us on Facebook.CLICK HERE to follow us on Instagram.CLICK HERE to follow us on LinkedIn.Please remember to subscribe to our podcast and download our episodes on your iPhone, Android, or Spotify.Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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. Thank you to the hundreds of insurance professionals that attended The Fun Seat. Thank you Joseph and Todd for sitting down in the FUN seat and for everything you do for the insurance industry. It was a wonderful event!To connect with Joseph Petrelli click HERE to view his LinkedIn profile. To connect with Todd Kozikowski click HERE to view his LinkedIn profile. Thank you to our sponsors and collaborators: Cover Desk - your solution for Virtual Assistants.Imperial PFS - your solution for premium financing anywhere in the country, including Puerto Rico.BackNine Insurance Services - sign up here https://bit.ly/2023BackNine and start quoting life insurance with multiple carriers in seconds. Professional Insurance Agents of Florida (PIA of Florida)Latin American Association of Insurance Agencies (LAAIA)The Fun Seat was brought to you by Fun Insurance Solutions. For a full list of our services, email us at [email protected]. M&A Advisory Cyber RPG IntegrationMarketing & Integration ServicesRemember to subscribe and download our episodes in your iPhone, Android, or Spotify.#funinsurancesolutions #demotech #ai #technology #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usviCLICK HERE to “like” us on Facebook.CLICK HERE to follow us on Instagram.CLICK HERE to follow us on LinkedIn.Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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 the company’s Market Intelligence division, delivering critical insights to many of the world's largest financial institutions. The role provided a unique perspective into the market, where he identified a significant information gap affecting micro, small, and medium-sized private businesses. Inspired by this perspective, Marcus co-founded NeuralMetrics to bridge the data deficiency, using advanced technologies to empower insurance organizations and businesses with accurate, timely intelligence. His extensive experience and strategic vision have proven instrumental in driving success and growth for the companies he has served.Marcus has set up several analytics and large-scale, international technology operations in Asia, Eastern Europe, and South America. Marcus earned his MBA at Colorado State University where he graduated with honors and holds a BA in international studies from Utah State University. Fun Facts: Marcus believes that change and moving forward are good things. He loves technology. He likes to play Nintendo Switch, Steam Deck, and other video games. To him, video games are an expression of creativity. He loves the math behind the games, the story line and  the cool ideas that some developers have. We believe he is one of the coolest dads out there.To connect with Marcus Daley, click HERE to view his LinkedIn profile. #funinsurancesolutions #ai #neuralmetrics #technology #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usviRemember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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, Popular Risk Services LLC., Popular One y hoy día en AON Puerto Rico & Caribe. El valora la importancia de la educación en seguros y cuenta con la designación de Certified Insurance Counselor (CIC) del National Alliance for Insurance Education & Research. Fun Fact: Eduardo tiene presente el disfrutar cada momento de lo que hace. Le gusta compartir con sus amigos, deleitar una buena copa de vino y escuchar e intercambiar historias. Para conectarse con Eduardo puedes visitar su página de LinkedIn presionando aquí.CLICK HERE to “like” us on Facebook.CLICK HERE to follow us on Instagram.CLICK HERE to follow us on LinkedIn.Please remember to subscribe to our podcast and download our episodes on your iPhone, Android, Spotify, or iHeartRadio.Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.

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-selling author. In 2022, she was one of the Top 50 Keynote Speakers in the World. She’s also the Host of the Creating Confidence Podcast, a TedX speaker and is on the Board of Directors of Healthlynked Corp. She successfully climbed the corporate ladder for nearly 20 years, broke the glass ceiling and claim her spot in the C-suite. As a Chief Revenue Officer for a Media company she won the Glass Ceiling Award in 2017 and was named one of the most Influential Women in Radio. Thrive Global named her a Limit Breaking Female Founder in 2018, and in 2021 Girls Club named her the Thought Leader of the Year.Heather’s book Confidence Creator shot to #1 on Amazon’s Business Biographies and Business Motivation lists the first week it debuted on Amazon. In 2021, Forbes named Confidence Creator one of the 5 “must have” books for women in business. Heather’s Podcast  Creating Confidence, debuted on the Top 200 shows on Apple podcast. Her guests include Sara Blakely, Gary Vaynerchuck, Ryan Serhant, and Kaitlyn Bristowe among many other noteworthy celebrities and entrepreneurs.Heather was named one of the Top 40 Female Keynote Speakers in 2020 and Top 50 Keynote Speakers for 2022 by Real Leaders. Her TedX talk was promoted to a TED Talk and translated into 6 different languages. She has been featured in USA Today, CNN, Forbes, Fast Company, Gary V’s Audio Experience and The Steve Harvey Show. Fun Fact: Heather is a very funny person!Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.