
In this episode, Tony Canyas chats with Nah Phan, Head of Product at Bolt, about the company’s role as an insurance distribution exchange that connects carriers, agencies, and embedded partners with consumers. Phan explains Bolt’s AI‑driven matching engine that digitizes carrier appetites and dynamically pairs customers with the right policies, and how the platform supports both modern and legacy carrier systems. He also details how Bolt’s AI agents augment agency and broker workflows, delivering faster quoting, higher conversion rates, and significant cost efficiencies, while emphasizing a plug‑and‑play implementation and usage‑based pricing.
In this episode, David Kinlon, co‑founder and VP of Strategic Partnerships & Growth at Epion, explains how the company’s global, broker‑agnostic employee benefits platform consolidates data for employers, brokers, and carriers across multiple jurisdictions. He highlights the platform’s ability to...