Consumer Permissioned Data: The Future of Insurance Verification | Connected Conversations

In this episode of Connected Conversations in Insurance, host Ray Huang interviews Tolga Tezel, CEO of Canopy Connect. They explore the origins and evolution of Canopy Connect, a platform that uses consumer permission data to streamline insurance verification. Learn about the company's journey, the impact of accurate data, and how their solutions are transforming industries like insurance, automotive, and mortgage lending. Tolga shares insights on building a company focused on positive societal impact and discusses the importance of integrating high-quality data with AI and other tools to improve customer service and operational efficiency.

00:00 Introduction and Host Welcome

00:36 Tolga Tezel's Journey to Canopy Connect

02:12 The Birth of Consumer Permission Data0

3:43 Challenges in the Insurance Industry

05:04 Building Canopy Connect07:11 Expanding Canopy Connect's Reach

12:54 Use Cases Beyond Insurance

20:46 Mortgage and Lending Solutions

30:29 ITC Conference Insights

39:00 Conclusion and Season Finale

David Carothers on Building a Successful Insurance Agency | Connected Conversations

In this episode of Connected Conversations in Insurance, host Nick Berry welcomes David Carothers of Florida Risk Partners. David, known for his diverse experiences and deep commitment to his family, shares his journey from retail to insurance, highlighting his transition and success in middle market commercial insurance. The discussion delves into David's entrepreneurial approach, his creation of the 'Killing Commercial' community, and the unique 'Producers in Paradise' event, emphasizing the importance of relationships and innovation in the insurance industry. Tune in to learn more about David's perspective on building a successful insurance agency and the impact of technological advances like AI on the industry.

00:00 Introduction and Guest Introduction

00:45 Personal Background and Values

02:17 Challenges and Family Life03:58 Career Journey into Insurance

10:15 Starting and Growing Florida Risk

15:43 Technology and Innovation in Insurance

21:47 The Importance of Vendor Relationships

22:28 Producers in Paradise: A Unique Event

23:36 The Value of Informal Networking

26:04 Experiential Marketing and Relationship Building

27:50 The Evolution of Producers in Paradise

33:11 The ROI of Relationships

38:43 The Origins and Growth of Producers in Paradise

40:48 Connecting with David

Connected with David:

LinkedIn: https://www.linkedin.com/in/davidrcarothers/

Killing Commercial: https://killingcommercial.com/davidcarothers/

Charles McDade's Origin Story & Success in Insurance In this episode of Connected Conversations in Insurance, host Ray welcomes Charles McDade, owner of McDade Insurance Brokerage Group. Charles shares his unique journey into the insurance industry, marked by resilience and a sprinkle of spite, eventually leading to the establishment of his own agency. They discuss the importance of relationships with carriers, the value of joining an agency network, and the challenges of navigating a hard market. Charles also talks about his recent election to the board of the Independent Insurance Agents of Houston, making history as its first African American member. The episode concludes with a fun, superhero-themed discussion, exploring which heroes embody the qualities of an insurance agent. Charles also provides insights into his tech stack and emphasizes the importance of balancing AI with human connections.

00:00 Introduction and Welcome

00:42 Meet Charles McDade

02:11 Charles' Insurance Origin Story

04:04 Starting McDade Insurance

04:53 Joining Premier Group Insurance

08:01 Challenges with Small Carriers

09:25 Historic Board Election

15:11 Superhero Fun

20:46 Tech Stack and Innovations

25:31 Final Thoughts and Sign Off

Connect with Charles:

LinkedIn: https://www.linkedin.com/in/charlesmcdade/

Website: https://www.mcdadeins.com/