Jennifer Doty, Speaker & Author Helping Leaders Get Unstuck - PIR Ep. 815
In this episode, host Tony Kenyans interviews Jennifer Doty, VP of Customer Operations at TreeFlow and founder of Live Pure, about her dual roles in insurtech and health supplements. Doty explains how TreeFlow’s Benefit Placement System streamlines data exchange between brokers and carriers, cutting quote‑gathering time by up to 50% and eliminating chaotic email chains. She also details the platform’s modular products—TreeFlow Insights, Connect, and Smart Proposals—and the revenue model that balances fees from both brokers and carriers. Finally, Doty shares the personal story behind Live Pure, a nutrition supplement brand she launched to support her own health after a divorce.
Sridhar Ravilla, Author of "Transformation that Lands" - PIR Ep. 807
In this episode, Sridhar Ravilla, Head of Growth and Strategy at a tech firm and author of *Transformation That Lands*, explains why many well‑funded, well‑led digital transformations still fail. He argues that while intelligence and technology scale rapidly, leadership capacity...
Tom Wetzel, AI for Insurance Agents and Cyber Crime Expert - PIR Ep. 806
In this episode, Tom Wetzel, president of Thomas H. Wetzel & Associates, discusses the rapid rise of AI‑driven cybercrime targeting insurance agents and their supply‑chain vendors. He explains how generative AI tools like WormGPT enable even low‑skill criminals to launch...
Nga Phan, Head of Product at Bolt - PIR Ep. 799
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...
David Kindlon, Co-Founder & VP of Strategic Partnerships & Growth at Eppione - PIR Ep. 796
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...