Episodios

  • Steven Kim's new book: "Focus on What Matters"

    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

    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

    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
  • Using an Investment Banker to Sell Your Agency or Raise Capital

    Using an Investment Banker to Sell Your Agency or Raise Capital
    Feb 20 2025
    Many agency owners have a valuation in mind . . . but is it realistic? In this insightful new episode of Insurance Shoptalk, host Eric Stein and guest Steven Nigro, Managing Partner at TAG Financial, break down the realities of agency valuations, deal structures, and M&A strategies in today’s market. They discuss the importance of properly preparing your agency for sale, the differences between business brokers, investment bankers, and aggregators, and the role of earnouts, stock, and private equity in a deal. To learn more and catch other great episodes, please visit https://insuranceshoptalk.com or visit the Insurance Shoptalk YouTube channel here. Explore the dynamic world of commercial property and casualty insurance with a new podcast from Eric Stein! With a rich background and over twenty-five years of industry experience. When you tune in to an episode of Insurance Shoptalk, you can: Stay updated on the latest news, trends, and developments in the insurance industryHear in-depth interviews with insurance industry leaders, experts, and carriers.Explore how new technological advances are shaping the insurance industry Find Insurance Shoptalk on YouTube, or on Spotify, Apple Podcasts, and iHeartRadio. To learn more, visit the Insurance Shoptalk website. 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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    58 m
  • How to Minimize Spikes in Healthcare Renewals

    How to Minimize Spikes in Healthcare Renewals
    Jan 30 2025
    Rising healthcare costs are a big challenge! In this episode of Insurance Shoptalk, learn how to navigate rising healthcare costs as host Eric Stein interviews guest Kayla Shawn, CEO of The Healthcare Navigator. Kayla shares more about the Healthcare Navigator's innovative steerage program, and how it guides employees to high-quality, cost-effective healthcare providers, saving employers thousands per employee annually. Eric and Kayla also chat more about the growing role of CFOs in healthcare decisions, plus the opportunity for P&C agents to enhance their value by addressing both insurance and healthcare needs.

    To learn more about The Healthcare Navigator, visit them online at https://www.thehealthcarenav.com/

    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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    44 m
  • The Playbook: Presenting Yourself as the Trusted Advisor

    The Playbook: Presenting Yourself as the Trusted Advisor
    Jan 2 2025
    Are you aiming to transform your sales approach? Then you'll love with new episode of Insurance Shoptalk! In this episode, host Eric Stein is joined by guest Nick Lamparelli of Insurance Nerds. Nick and Eric take a deep dive into the dynamics of becoming a trusted advisor in commercial insurance, and Nick shares invaluable strategies for building credibility, creating value-added risk management plans, and using niche expertise to drive inbound opportunities.

    To learn more about Insurance Nerds, find them online at https://insnerds.com/

    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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    53 m
  • Prospecting Tool: Help Your Clients Recover Overpaid Premiums

    Prospecting Tool: Help Your Clients Recover Overpaid Premiums
    Dec 30 2024
    Explore a revolutionary approach to premium recovery in this new episode of Insurance Shoptalk! Host Eric Stein interviews Duke Mills, president of Work Comp Solutions. Duke shares more about his innovative journey through the commercial insurance world, plus offers actionable insights and game-changing strategies for uncovering costly workers' comp mistakes and unlocking hidden savings.
    To learn more about Work Comp Solutions, please visit http://www.workcompsolutionsfl.com
    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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    53 m
  • Let Riskbly Automate Your Agency's Entire Risk Management Program

    Let Riskbly Automate Your Agency's Entire Risk Management Program
    Dec 17 2024
    In this exciting new episode of Insurance Shoptalk, host Eric Stein is joined by guest Lawson Condell, the founder of Riskybly. Riskybly is an app for commercial insurance agents that offers a customizable, white-labeled client portal that centralizes HR, safety training, compliance tools, and policy management. In this episode, Eric and Lawson discuss how Riskbly's cutting-edge platform is revolutionizing the insurance experience and offering innovative solutions to enhance workplace culture, reduce risk, and improve efficiency.

    To learn more about Riskbly, visit https://www.riskbly.com/

    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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    37 m
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