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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 is the owner and Agency Principal of Agency Insurance & Financial Services, an independent insurance agency that specializes in Errors & Omissions (E&O) insurance for independent agencies.
Throughout her career, Erin has held various positions on both the retail side and broker side of the insurance world. What sets her apart is her unwavering commitment to creating an excellent customer experience, tailored specifically to meet the unique needs of each client. At her agency, they thrive on the challenge of adapting their approach for every agency they work with, always aiming to be one of their top resources.
FUN FACT: Erin has an identical twin sister named Laura. Laura is her “person in life” and sounding board. Because they are really identical, it is hard for people to actually differentiate them which makes it lots of fun for them.
Make sure you connect with Erin on LinkedIn here.
This episode is brought to you by Cyber Made Simple:
Insurance companies, wholesalers, captives, MGAs, and PEOs, are you struggling to provide cyber liability coverage to your small business clients? We know cyber is a difficult peril to manage, and we understand it is a risk you don't want to carry on your paper. We get it! This is where we come in. We have made cyber liability insurance really simple. We help you add cyber liability insurance to your commercial portfolio as a bolt-on coverage. Not only we will help you grow your commercial portfolio, increase revenues, and maximize retention, but we will also help you protect your small business clients from this horrible peril. Through our Cyber Risk Purchasing Group, your insurance company or MGA can now include cyber liability insurance as a bolt-on coverage for your small business clients. It’s simple, easy, cost-effective, and more importantly, you get to make tons of revenue.
Think about this: no risk to your paper, no filings, no claims handling, no reinsurance, no applications, and available on an admitted basis in all 50 States, Puerto Rico, and Washington D.C. through an AM Best 'A-' rated carrier.
Can it get better? Of course, it can! Carriers, Wholesalers, Captives, PEOs, 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 to the next level.
Visit https://cyberinsurance.services/ to contact us and learn more about the Cyber Program.
Remember to subscribe to our podcast and download all our episodes on your iPhone, Android, Audible, or Spotify so you can listen to us anywhere in the world and in your own time.
Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.
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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 Insurance Agents, Carriers, Wholesalers, and Retail Insurtech vendors. She has over a decade of executive experience in building operations and go-to-market strategy in enterprise settings along with several years on the MGA/Wholesale submission and issuance processes as well as API creation and integrations in the Carrier/Reinsurance space.
In this dynamic discussion, Ariel Rivera and Margo sat down to discuss her story and what inspired her to build the amazing IRYS AMS. She provides an insightful analysis of her experience in developing the AMS, pinpointing the gaps in current technologies that fail to capture crucial relationship data, that are vital for agency owners to scale their businesses and deepen their relationships with their clients. She loves advocating for a more integrated approach to data management, aiming for a broader understanding of clients that can significantly influence business outcomes. Margo’s story will inspire you; her guidance and comprehensive understanding of the insurance industry are remarkable, and you will have lots of FUN listening to her story.
FUN FACT: Margo loves reading romance novels. She calls it “her escape from reality” because it helps her disconnect and relax.
This episode is brought to you by Cyber Made Simple:
Insurance companies, MGAs, and PEOs are you struggling to provide cyber liability coverage to your small business clients? We know cyber is a difficult peril to manage, and we understand it's a risk you don't want on your paper. We get it! This is where we come in. We have a great solution to help you grow your commercial portfolio, increase revenues, and maximize retention. Through our Cyber Risk Purchasing Group, your insurance company or MGA can now include cyber liability insurance as a bolt-on product to your commercial portfolio. It’s simple, easy, cost-effective, and more importantly, you get to make tons of revenue.
Think about this: no risk to your paper, no filings, no claims handling, no reinsurance, no applications, 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 to the next level.
Visit https://cyberinsurance.services/ to contact us and learn more about the Cyber Program.
Remember to subscribe to our podcast and download all our episodes on your iPhone, Android, Audible, or Spotify so you can listen to us anywhere in the world and in your own time.
Remember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.
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Fehlende Folgen?
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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 #podcasting
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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
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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 #integration
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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 #segurosRemember to subscribe to our podcast and download all our episodes in your iPhone, Android, or Spotify.
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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 #theworld
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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
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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.
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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 Integration
Marketing & 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 #usvi
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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 #usvi
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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.
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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.
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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!
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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 her one of the top leaders in the insurance industry. Clare has more than 25 years of business experience, including eight years as CEO of a technology company (IVANS). She has an impressive track record of developing and executing creative, results-driven sales strategies, new product and market development, brand initiatives, and customer service programs. She knows first-hand the strategic, financial, and operational realities that businesses face. One of her “super powers” is that she understands how to use marketing and communications to complement a company’s operations and vision for growth to generate great results.
Clare has a Masters in Business Administration (MBA) from Fordham University and she started her career in the insurance industry as a Vice President of Marketing at IVANS. She is also a consultant for The National Association of Professional Insurance Agents (PIA National), where she helps the PIA Partnership create programs for independent agents to use and implement at their agencies.
Fun Fact: Clare is a huge animal advocate. She loves rescuing and helping dogs. Another fun fact is that she recently did “Glamping” in the middle of New York City with her friends from College.
For more information about Clare DeNicola and the 10th Company, please follow and connect with her on LinkedIn.
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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 & Seguros, cursada en St. John’s University, The Peter J. Tobin College of Business. Terminada su maestría regresó a Puerto Rico y empezó su desarrollo profesional desde el área de suscripción de líneas comerciales. Luego pasó a una nueva experiencia ejerciendo en el área de corretaje como Corredor de Seguros. Hace más de tres décadas que empezó su carrera profesional en seguros y todavía tiene mucho valor que aportar a esta industria y a otras.
Carlos tiene vasta experiencia liderando firmas exitosas en la industria de seguros. Fue Vicepresidente de Casellas & Company, Inc. Luego socio fundador y Vicepresidente Ejecutivo de CF&O Insurance Brokers, Inc. También fue socio fundador de Carrión, Laffitte & Casellas en el 2004, una de las firmas de corretaje de seguros independientes más grandes en Puerto Rico. En el 2012 Carrión, Laffitte & Casellas fue adquirida por Hub International Limited (HUB), un “Broker” de seguros líder a nivel mundial. Carlos fue Senior Vice President & Chief Marketing Officer de HUB en Puerto Rico.
El liderazgo de Carlos no se limita a la industria de seguros. Carlos tiene un destacado historial de trabajo voluntario. Es el Presidente de la Junta de la Fundación Luis Muñoz Marín en la cual ha trabajado por una década. Es el Pasado Presidente de la Junta de Directores de la Fundación Hogar Niñito Jesús en la cual también ha servido por más de una década. Por espacio de seis años perteneció al Board of Governors del Certified Insurance Service Representatives para The National Alliance for Insurance Education and Research (TNA). Es Pasado Presidente del Consulting Committee for Insurance Education de la Universidad del Sagrado Corazón, puesto que fungió por casi 6 años.
Al presente Carlos continúa ayudando a la industria de seguros como educador. Añade valor al compartir su vasta experiencia y conocimientos con otros profesionales de la industria. Carlos ha disfrutado de enseñar desde antes de ejercer formalmente como educador. Su compromiso con la educación queda evidenciado por el liderazgo ejercido, su trabajo como educador, y las múltiples siglas que acompañan su nombre . Carlos cuenta con las siguientes designaciones provistas por TNA: (1) Certified Risk Manager (CRM); y (2) Certified Insurance Counselor (CIC). Con posterioridad obtuvo las siguiente designaciones que provee The Institutes: (1) Associate in Commercial Underwriting (AU); (2) Chartered Property Casualty Underwriter (CPCU); y (3) Associate in Reinsurance (ARe). En el 2003, Carlos recibió el premio del Productor del Año otorgado por la organización Professional Insurance Agents of Puerto Rico & The Caribbean.
FUN facts: A pesar de todas las designaciones que Carlos posee él no se considera un “nerd” y quienes lo conocen lo saben. Durante su vida universitaria conoció a Lourdes (hoy en día su esposa) y se puede apreciar la mejoría que experimentó su rendimiento académico gracias a la buena influencia de ella. Carlos cree en la importancia de una buena preparación y en mantenerse al día. En Fun Insurance Solutions le agradecemos a Carlos todo lo que ha hecho y hace por el bienestar de nuestra industria de seguros.
Para conectarse con Carlos puedes visitar su página de LinkedIn presionando
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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 and real estate industries, as well as for small businesses.
VIVA is helping others grow in more than one country and in more than one industry. VIVA has the experienced and proven solutions to help you and your team. VIVA is actively involved in leadership efforts towards the thriving of the virtual assistants industry, their providers, and clients. They want a health industry for the long run, and we appreciate and value what they do.
Rob Lopez, CEO of VIVA Virtual Assistants, is no stranger to the insurance industry. His father and mother were insurance professionals with decades of experience. His older brother was also a professional in the insurance world. Rob is also the Chairman & Co-Founder of The Guy V Lewis Award Committee in Houston, TX. He is also a partner of Insfinity Insurance, an independent insurance brokerage that is based in Houston, TX and represents multiple top rated insurance companies.
Rob has had different professional experiences in a variety of industries which have enriched his business sense and merged very well with his natural talents. He is a creator and leader which reflects in his professional career. He has experience in sports broadcasting, insurance industry, real estate market and other businesses.
To get in contact with VIVA you can visit https://vivavs.com/ and schedule your FREE demo. You can also call 832-990-VIVA (8482) on weekdays from 9:00 a.m. to 6:00 p.m. (CST).
To connect with Rob Lopez, click HERE to view his LinkedIn profile.
#funinsurancesolutions #florida #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros #podcasting #insurancelife #insuranceprofessionals #seguros #puertorico #usa #usvi #hosts #podcasthosts
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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 solid reputation as one of the best in the industry. Her story is full of value and you should hear it.
Dulce is native of Miami Beach, Florida. She is a Beach High graduate and lived in Miami Beach for 22 years before moving to Miramar in Broward County in 1996. Dulce was in High School, on the work program, when she did clerical work for a Condominium Association. While working there, an insurance agent told her they had an opening and asked her to interview. She did. She got the job on the spot. It was the beginning of her journey in the insurance world.
Dulce joined the insurance industry on November 2, 1985. She obtained an Associate in Insurance Services from the Insurance Institute of America in 1999. She has accomplished so much in her 37 years of professional experience. Her commitment to help the insurance industry mixed with her vast knowledge and great leadership skills have resulted in a lot of value and betterment for everyone involved with her.
Dulce specializes in personal lines and commercial habitational risks, such as Condominiums and Homeowners Associations. She is a Vice President and Sales Producer of Acentria Insurance in Miami, Florida. She is a consumer advocate, insurance educator, and proven leader. She has won many awards and recognitions. In the National Association of Insurance Women (NAIW) of Florida she won the Kay Cooper Memorial Award (1994) and Insurance Professional of the Year (1999). The Latin American Association of Insurance Agencies (LAAIA) recognized her with the Insurance Professional of the Year -Woman- in 2002 & 2006. She won the LAAIA-Broward-Lifetime Achievement Award in 2018. She won the AAMGA Association Achievement Award in 2002. She was named one of 95 in the 2018 Elite Women in Insurance of the Insurance Business America.
Dulce currently serves as the Citizens Property Insurance Corporation liaison for the LAAIA and has been appointed to the Agents Round Table since 2007. In 2015, she was appointed to the Citizens Depopulation Modernization work group that helped pass legislation that created the depopulation process in place today in Florida. In 2016, she was chosen as 1 of the 10 finalists out of 77 applicants for the position of Insurance Commissioner of the State of Florida. In 2006, she was appointed by then CFO Alex Sink, to the Financial Literacy Council where she served on the Florida Alliance on Hurricane Insurance. She is the Past President of the local chapter of the NAIW and of the LAAIA, and has chaired the Legislative Committee of both associations and therefore she makes annual trips to Tallahassee and Washington, D.C. Dulce has also been a Board Member of the American Insurance Marketing and Sales Society since late 2016 and she is currently their Board President.
Dulce is a trusted and credible voice. She is a go-to person for the South FL media. Has appeared in: CBS 4, NBC 6, ABC 10, CNN, CNNE, Univision 23, Univision Radio, Telemundo, TeleMiami, Miami Herald, Sun Sentinel, Insurance Journal, Rough Notes, and Independent Agent Magazine.FUN facts: Since Dulce is Cuban she absolutely loves the beach. She can live on the beach forever and be happy. She loves to fish, snorkel, swim, and to lay out the beach.
To get in contact with Dulce, please connect with her on
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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., a local guy, and there are not too many of them. Mike went to George Mason University where he obtained a BA degree in Government & International Politics. He has worked in politics and even spent some time working at Capitol Hill in the U.S. House of Representatives. He has experience in the pharmaceutical industry where he worked on government relations and policies. Like many of us, he kinda tripped and fell into the insurance industry, and we are so very happy it happened. He has been working at PIA National for fifteen and a half years and has been very successful in his work with the organization. Some of his key accomplishments in PIA include:
— Restructured Error & Omissions staff and eliminated inefficiencies, enabling staff to focus on sales. Changes resulted in an additional $400K in sales in 2 years.
— With a strategic partner, launched a market access program with 50 national and specialty carriers, resulting in an average of 5–10 agency sign-ons per week and increased revenue.
— Utilized networking skills to identify an additional potential buyer for an office building, negotiating a final selling price of $500K more than earlier bids. With proceeds from sale, eliminated debts, purchased a state-of-the-art building, and invested millions.
What keeps Mike motivated and has kept him in the insurance industry is the people. That's right! We definitely agree with Mike. The insurance industry has amazing and inspiring people all over the world. This industry has outstanding professionals and human beings who make us feel fortunate to be part of it all. That’s why we know insurance can be FUN and a great industry to work in.
FUN facts: He has a real love for aviation. When he was in High School he worked out his pilot’s license before his driver’s license. At one point his parents would drive him to the airport to fly planes before he could even drive their car. He is still a pilot! He also likes history. After a quick lesson about the history of the Manhattan cocktail we are reminded again that history is FUN. Also, Mike and the President of PIA of Puerto Rico & the Caribbean, Carlos Felipe Silén, both attended the George Mason University which is a pretty cool coincidence that they discovered when they met in a meeting in Puerto Rico.
You can contact Mike on LinkedIn or via email to [email protected].
#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #
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🔊🔊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 importa si trabajas en Propiedad & Contingencia, Vida, Salud o Beneficios, este episodio es para TI.
En el episodio escucharás sobre designaciones de las distintas organizaciones como:
The National Alliance for Insurance Education and Research
AIMS (American Insurance Marketing and Sales) Society
The Institutes CPCU Society
AHIP
FINRA Investor Education Foundation
Gracias a todos por su apoyo y por escucharnos. Gracias a todas las personas que solicitaron este episodio. Ustedes son nuestra inspiración.
En Fun Insurance Solutions, ¡te ayudamos a crecer!
Gracias a nuestros auspiciadores:
VIVA Virtual Assistants - tu solución para tener asistentes virtuales que te ayuden con las tareas del día a día de tu oficina.
Lightspeed Voice - la solución de telefonía para tu oficina.
United Insurance Finance Co., Inc. - tu solución para el financiamiento de prima de tus clientes en Puerto Rico.
Spartan Financial Services Corp. - tu solución para el financiamiento de prima de tus clientes en Florida.
Recuerda suscribirte a nuestro podcast y darle download a los episodios en tu iPhone, Android o Spotify.
#funinsurancesolutions #podcastenespañol #podcastdeseguros #profesionalesdeseguros #podcasting #podcast #insurance #teayudamosacrecer #insurancedesignations
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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 arrendamiento de vehículos y equipos para uso personal y comercial.
Elena cuenta con un Bachillerato en Administración de Empresas, con una concentración en “International Business” y un “minor” en Francés, de Villanova University en Pennsylvania. Cuando se iba a graduar de su bachillerato sus planes eran continuar estudiando Derecho, pero en abril de 1992, recibió una oportunidad de trabajo inesperada para trabajar con su señor padre y darle continuidad al negocio de éste en United. En agosto de 1992 empezó a trabajar en United en Puerto Rico. Completó una Maestría en Contabilidad en la Universidad Interamericana de Puerto Rico. Tuvo la oportunidad de estudiar en Francia y hacer un curso en Francés de la Universidad de Borgoña en Dijon. También tuvo la oportunidad de ir a Vitoria, en España, en el País Vasco, donde cogió un curso sobre las diferencias de las corporaciones y las cooperativas españolas.
Elena tiene un espíritu genuino de servicio que se extiende a múltiples facetas de su vida, incluyendo el voluntarismo. Tiene experiencia como voluntaria “fundraiser” para St. Jude Children's Research Hospital. También lleva 20 años de voluntaria como “recruiter” de Villanova University en Puerto Rico.
FUN facts sobre Elena: Ella y su esposo, Pedro, son amantes del vino y es como un hobby en el cual disfrutan degustar, hacer maridajes con las comidas y viajar e ir presencialmente a las bodegas. Han visitado Napa, Sonoma, Rioja y Ribera del Duero. Pertenecen a dos clubes de vino en Puerto Rico, uno de ellos fundado por Pedro, llamado CataCovid19. En este club cataron vinos durante la pandemia y a nosotros en el Fun Family esa idea nos pareció espectacular. A Elena le encanta la música de los ‘80s y le gusta bailar. Disfruta viajar y hablar francés.
Para conectarse con Elena, puedes llamar a United al (787)728-1035 o visita su página de Linkedin presionando aquí. Para más información sobre United y sus servicios de financiamiento de primas de seguros misceláneos en Puerto Rico presiona aquí. Para financiamiento de primas de seguros misceláneos en Florida y Georgia a través de Spartan presiona aquí.
#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #
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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 desarrollo de negocio, gerente de sucursal y gerente del departamento de propiedad. Actualmente se desempeña como Gerente de Suscripción de Riesgos y Reaseguro de la Cooperativa de Seguros Múltiples para todas las líneas de negocio.
Roberto posee una Maestría en Gerencia de Riesgo y Seguros de la Universidad Universal en Puerto Rico y un Bachillerato en Administración de Empresas con Concentración en Contabilidad de la Universidad de Puerto Rico en Ponce. Cuenta con las designaciones de “Certified Insurance Service Representative” (CISR) y “Certified Insurance Counselor” (CIC) que otorga The National Alliance for Insurance Education & Research. También posee las designaciones de “Certified Leadership Professional” (CLP) y “Certified Insurance Industry Professional” (CIIP) otorgadas por la International Association of Insurance Professionals. A su vez, mantiene la designación de “Certified Professional Insurance Agent” (CPIA) otorgada por la American Insurance Marketing and Sales Society.
Roberto fue Presidente de la Asociación de Profesionales de Seguro de Puerto Rico. Pertenece al “Education Taskforce” de la International Association of Insurance Professionals y a la Junta de Directores de la Cámara de Comercio del Sur de Puerto Rico.
Este polifacético profesional, posee licencia de Corredor de Bienes Raíces y ha laborado como asociado en ventas para varias entidades. Es socio fundador de Ramvar Realty Group y también perteneció al Ponce Board of Realtors donde ofreció varios de los cursos requisitos para las licencias en bienes raíces. De igual forma, fue Especialista en Planillas de Contribución sobre Ingresos.
FUN facts sobre Roberto: Roberto es primero Ponceño antes que Puertorriqueño, jaja, y es un gran fanático de sus Leones de Ponce en baloncesto. Le encantan los deportes y el compartir en familia. Le gusta leer y su escritor favorito es Gabriel García Márquez. Roberto ha participado en segmentos sobre temas de seguros en los programas televisivos Multi- Mortgage “Abriendo Puertas”, “Tu Salud Financiera” y en el programa “Conexión PYME” de Noticel transmitido por redes sociales.
Para conectarse con Roberto, visita su página de Linkedin presionando aquí.
#funinsurancesolutions #podcastenespañol #podcast #podcastdeseguros #insurance #profesionalesdeseguros
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