Episodes

  • Learn How P&C Agencies Utilize Nearshore and Offshore Back Office Services with Solvo Global

    Learn How P&C Agencies Utilize Nearshore and Offshore Back Office Services with Solvo Global
    May 28 2024

    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.
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    1 hr and 4 mins
  • Hear About the Flexible Pricing&Billing Models in Workers’ Comp.and Medical Programs from ZynergiaHR New… Grid view

    Hear About the Flexible Pricing&Billing Models in Workers’ Comp.and Medical Programs from ZynergiaHR New… Grid view
    May 14 2024
    In this episode of Insurance Shoptalk, explore the world of human resources (and more!) with host Eric Stein and special guest host Ryan Floyd. Eric and Ryan talk with David Ainsworth and David Bell from Zynergia, a trusted HR partner that offers a variety of services, including payroll, benefit management, risk management, and more. They discuss Zynergia’s the coverage, features, and benefits of their unique programs, especially their PEO and Workers’ Compensation offerings.

    To learn more about Zynergia and their services, please find them online at https://zynergiahr.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.
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    1 hr and 7 mins
  • How Colony West Insurance Agency Uses In-House HR to Win New P&C Business

    How Colony West Insurance Agency Uses In-House HR to Win New P&C Business
    May 14 2024

    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.
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    57 mins
  • How Agents Can Utilize a PEO for Alternative Risk Clients- SPLI Interview

    How Agents Can Utilize a PEO for Alternative Risk Clients- SPLI Interview
    May 14 2024
    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.
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    58 mins
  • What Alkeme Insurance is Looking For to Acquire P&C Agencies

    What Alkeme Insurance is Looking For to Acquire P&C Agencies
    May 14 2024
    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.
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    53 mins
  • Hear How Pay-as-you-go GL and Workers' Comp. can help your client's cash flow with RPM!

    Hear How Pay-as-you-go GL and Workers' Comp. can help your client's cash flow with RPM!
    May 14 2024

    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.
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    1 hr and 2 mins
  • P&C Agents Can Combine 20+ Vendors into ONE AMS/CRM System: NowCerts/Automate 365 Interview

    P&C Agents Can Combine 20+ Vendors into ONE AMS/CRM System: NowCerts/Automate 365 Interview
    May 14 2024

    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.
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    50 mins
  • How Whiteboard Risk Offers Their Clients an In-House, Cutting Edge Risk Management Subscription

    How Whiteboard Risk Offers Their Clients an In-House, Cutting Edge Risk Management Subscription
    May 14 2024

    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.
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    47 mins