Episodes

  • Insurance Sync with Josh Hall
    Jan 23 2026

    In this episode of Insurance Sync, hosts Bobbie Shrivastav and Laurel Jordan engage with Josh Hall from ManageMy to discuss the modernization of the insurance industry. They explore the need for improved customer experiences, the impact of technology on operations, and the importance of leadership in driving change. The conversation highlights the role of AI and automation in enhancing efficiency and customer satisfaction, as well as the necessity of metrics in evaluating success. Josh emphasizes the importance of nurturing young leaders in the industry to ensure its future growth and innovation.

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    30 mins
  • Insurance Sync with Thomas Buckingham
    Jan 9 2026

    In this episode of Insurance Sync, Thomas Buckingham, Chief Growth Officer at Nassau Financial Group, shares insights from his extensive experience in the insurance industry. The conversation covers the evolution of life insurance and annuities, the impact of technology, the importance of service as a competitive advantage, and the skills needed for future insurance leaders. Tom emphasizes the need for a growth mindset, collaboration, and the significance of small, incremental changes in driving transformation within organizations.

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    17 mins
  • Insurance Sync with Stuart Johnston
    Nov 6 2025

    In this episode of Insurance Sync, hosts Bobbie Shrivastav and Laurel Jordan engage with Stuart Johnston, Chief Revenue Officer at ManageMy, discussing the evolution of the insurance industry, the importance of engagement at all levels, and the role of technology in driving transformation. They explore how middle management and frontline employees are crucial for successful change, the cultural challenges faced during digital adoption, and the need for a balance between technology and human mindset. The conversation also touches on the competitive advantages gained through data centralization and AI, and concludes with insights on leadership and the future of insurance operations.

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    29 mins
  • Insurance Sync with Richie Elslager
    Sep 25 2025

    In this episode of Insurance Sync, Richie Elslager from Knighthead Life discusses the evolving landscape of life insurance operations, emphasizing the shift towards digital solutions and the importance of customer experience. The conversation explores the challenges of integrating technology with traditional practices, the need for a skilled workforce, and the future direction of operations in the insurance industry. Richie shares insights on how to attract new talent, the significance of compliance, and the necessity of listening to both employees and customers to drive innovation and efficiency.

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    16 mins
  • Insurance Sync with Justin Jonassen
    Sep 12 2025

    In this episode of Insurance Sync, Bobbie Shrivastav and Laurel Jordan have a lively discussion with Justin Jonassen with Security Mutual Life, around the evolution of operations in the life insurance industry, focusing on the impact of automation and AI. They explore the challenges faced in implementing new technologies, including regulatory hurdles and the need for human oversight. The conversation emphasizes the importance of diverse voices in driving innovation and the potential for significant advancements in the industry if companies adopt a more open mindset towards change.

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    22 mins
  • Insurance Sync with Stephen Collins
    Sep 4 2025

    In this episode of Insurance Sync, Stephen Collins, CEO of ManageMy, kicks of Season 6 and discusses the evolution of the insurance industry, emphasizing the shift from mere digitization to true transformation. He highlights the importance of placing the customer at the center of the insurance experience while integrating technology like AI and automation. Leadership styles that foster adaptive cultures are essential for navigating the industry's challenges, and the future of insurance hinges on relevance, affordability, and accessibility.

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    31 mins
  • Insurance Sync with Awais Farooq
    Aug 7 2025

    In this episode of the Insurance Sync podcast, host Bobbie Shrivastav and co-host Laurel Jordan engage with Awais Farooq, who shares his extensive journey in the insurance industry. They discuss the current challenges and opportunities within the sector, emphasizing the impact of technology and AI. Awais highlights the importance of innovation and the need for a shift in mindset to embrace change. The conversation also explores the future of insurance, focusing on the necessity for adaptability and the potential for new products and services. Awais concludes with valuable advice for emerging leaders in the industry.

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    26 mins
  • Insurance Sync with Brian Poppe
    Jul 3 2025

    In this episode of the Insurance Sync podcast, host Bobbie Shrivastav and co-host Laurel Jordan engage with Brian Poppe, Senior Vice President of Income and Wealth Planning at Mutual of Omaha. They discuss the current state of the insurance industry, focusing on challenges, opportunities, and the impact of technology on customer and employee experiences. Brian shares insights on trends shaping the industry, barriers to innovation, and the importance of authenticity in leadership. The conversation culminates in predictions for the future of insurance and advice for newcomers in the field.

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    28 mins