Insurance Shoptalk

De: Eric Stein
  • Resumen

  • Join your host, Eric Stein, on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. "Insurance Shoptalk" is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more.
    2024
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Episodios
  • Steven Kim's new book: "Focus on What Matters"
    Apr 2 2025
    Work ON your business, not just IN it! In this episode of Insurance Shoptalk, host Eric Stein is joined by guest Steve Kim to dive into what it really takes to build a purpose-driven insurance agency—one that doesn’t just generate profit, but also gives owners the freedom, balance, and fulfillment they’re looking for. Steve, the founder of Purpose Matters and the author of the upcoming book Focus on What Matters, shares more about his 7P Business Alignment Model, how to build a team that fits with your agency's culture, the best practices for attracting clients who actually fit your model.

    About Insurance Shoptalk
    Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/

    If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
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    41 m
  • Integrate Cloud Ai Tools into your Existing AMS
    Mar 31 2025
    Artificial intelligence is here - how will it change and transform your agency? Find out in this episode of Insurance Shoptalk with host Eric Stein and guest Nikhil Kansal. Nikhil is the co-founder of Oyster, an AI software company for insurance. Oyster provides a new standard of comprehensive personal insurance coverage through a simplified experience.

    In this episode, he talks about about Cara, Oyster's revolutionary AI-powered CSR built specifically for insurance agencies. From quote to bind to post-sale service, Cara is reshaping how agents manage workflows, compare coverages, generate documents, and even handle inbound phone calls with voice AI that most clients can’t tell isn’t human.

    Whether you’re running a small agency or managing a large AMS stack, this episode dives into real-world AI use cases, including document parsing, policy servicing, and customer communication — all without disrupting your current systems.

    About Insurance Shoptalk
    Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/

    If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
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    40 m
  • The Challenges and Benefits of Offshore Arrangements
    Mar 7 2025
    In this episode of Insurance Shop Talk, host Eric Stein sits down with John Sansoucie from Cognethro.com to discuss how outsourcing back-office tasks can transform an insurance agency. They explore the critical role of documentation in setting clear expectations, the efficiency gains from outsourcing, and how offshore teams can help scale operations. John shares insights into improving underwriting, payroll, finance, and sales support while highlighting the benefits and challenges of offshore staffing in India. The conversation also touches on how AI is shaping the future of insurance processes and how agencies can adapt to stay competitive.

    To learn more, find John Sansoucie on LinkedIn at https://www.linkedin.com/in/john-sansoucie-033b20/

    About Insurance Shoptalk
    Join host Eric Stein on a journey through the dynamic world of commercial property and casualty insurance. With over 25 years of experience in the industry, Eric brings a wealth of knowledge and insights to every episode. Insurance Shoptalk is your premier destination for in-depth discussions on the latest industry trends, technology impacts, interviews with leading experts, and much more. To learn more about Insurance Shoptalk, please visit https://insuranceshoptalk.com/

    If you enjoyed this episode of Insurance Shoptalk, please like and subscribe, and be sure to click the notification bell to catch the next episode.
    This podcast is provided for general and informational purposes only and is not intended to constitute legal, tax, or investment advice or a recommended course of action in any given situation. All opinions and views constitute judgments as of the date of production and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are for illustration purposes only.
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    47 m

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