IN-the-Know

The Institutes CPCU Society
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IN the Know is your podcast connection to the top innovators, strategists, storytellers, thought leaders, movers, shakers, and go-getters in the risk management and insurance community. Along with host Chris Hampshire —an insurance industry veteran, CPCU designation holder, and a CPCU Society volunteer leader— you'll get an INside, UNSCRIPTED look at how they got here, where they're going, and how YOU can benefit from their experience and INsight.

  1. 1 DAY AGO

    Surplus Lines Decoded with Glenn Leung

    Glenn Leung is the Vice President of the Surplus Line Association of California (SLA), which serves as the statutory surplus line advisory organization of the California Department of Insurance. Glenn leads a team focused on analyzing the financial solvency of nonadmitted insurers in California, and his team reviews 150 U.S. and Alien insurers that write more than $20 billion of premium each year. He received his bachelor's degree in Economics & American Studies from the University of California, Santa Cruz, and is the President of the Golden Gate CPCU Chapter, past chair of the RE&S Interest Group, and current interest group governor. In this episode of In the Know, Chris Hampshire and Glenn discuss his background and experience with the surplus lines sector, his interaction with the CPCU Society, and the impact that AI has had in his field of expertise.   Key Takeaways ● Glenn's college experience taught him that there is a place for government regulation. ● Glenn's jump into surplus lines insurance. ● Considerations for entities when considering surplus lines insurance. ● The evolution of the surplus lines sector. ● Indicators that are driving sector growth. ● Tactics for carriers when approaching a new jurisdiction like California. ● Glenn's insights into knowing and publicizing his brand. ● Strategies for entering the insurance analysis sector. ● A thirst for knowledge first drew Glenn to the insurance industry. ● Glenn's most rewarding experiences to date. ● The future of the surplus lines sector of the industry. ● The impact of AI in the surplus lines market. ● A five-year look to the future of the industry. ● Glenn's advice to his early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● "There has been tremendous growth in the surplus lines industry."   ● "The insurance industry has a huge and wide breadth of different careers that can be pursued."   ● "There is something for everybody in the insurance industry."   ● "I was first drawn to the CPCU Society because of a thirst for knowledge."   ● "The CPCU Society offered me the ability to understand all aspects of the insurance industry."

    21 min

  2. 25 MAR

    The Data Behind Insurance's Retirement Wave with Matt Rigsby

    The Data Behind Insurance's Retirement Wave with Matt Rigsby   Description: Matthew Rigsby is a Principal Researcher for Enterprise Research at The Institutes, where he supports education and professional development through market research and business intelligence projects. His recent work includes a white paper called "Talent Transformation: Key Metrics for the Insurance Workforce," which explores the impact of the demographic shifts facing the industry. In this episode of In the Know, Chris Hampshire and Matt discuss the findings from this paper about the aging workforce and the loss of institutional knowledge from retirement and technical positions. He also shares how companies see these challenges manifesting in today's work environment, and the steps they are taking now for a promising future in the insurance industry.   Key Takeaways ● Matt's career began with teaching in South Africa and South Korea. ● His work at The Institutes married Matt's business and teaching degrees. ● An overview of the "Talent Transformation" white paper. ● Strategies for approaching the loss of talent in the aging industry. ● Company demographics that Matt approached for the white paper. ● Out-of-the-box approaches to the Silver Tsunami. ● The role of AI in filling the talent void. ● Positive and negative impacts of the retirement wave. ● Changing the traditional model of ranking and seniority. ● Matt's 5-year look to the future of the industry. ● Surprising findings from Matt's experience with research in the industry. ● Matt's insights for anyone considering a career in the insurance industry. ● Upcoming generational research at The Institutes. ● Matt's advice to his early-career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● "I love education research, and The Institutes offers a great way to be doing that."   ● "The aging workforce is the number one thing that professionals are worried about across the industry."   ● "Many respondents could see the positive impact of the retirement wave."   ● "There is a lot of knowledge that needs to be passed on, and if it could be integrated into a career pathway, that would be great."

    23 min

  3. 11 MAR

    The Evolution of Premium Audit with Lindsey Archila

    Lindsey Archila is the Director of Premium Audit at MEMIC. Her 20-year career in the premium audit world began as a field auditor, and she now leads a team of field auditors and audit analysts. She is an authentic, people-centered director with deep experience in Premium Audit, P&C Insurance, Talent, DEI, Operations, and Project & People Management. In this episode of In the Know, Chris Hampshire and Lindsey discuss the impact of premium audit on other departments and how it fits into the overall insurance ecosystem, the evolution of premium auditing, and the future of the insurance industry under the influence of AI.   Key Takeaways ● Lindsey's field auditor career started with the promise of a company car. ● Unique insurance offerings from MEMIC. ● The role of premium audit in the insurance lifecycle. ● Details of underwriting claims and financing. ● Workers' comp processes and checks. ● The evolution of premium auditing and process improvement. ● Possibilities for the future of AI. ● Strategies for addressing the talent gap in the insurance industry. ● A five-year look to the future of the industry. ● Lindsey's advice to her early-career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● "By doing audits virtually, we're minimizing the time that our customers have to prepare for the audit." ● "In insurance, we have to continually evolve." ● "Premium audit is cool! Insurance is cool!" ● "There is something for everyone in insurance because insurance is constantly evolving." ● "Premium audit is one area where you get a lot of insurance knowledge and education in a very small space."

    22 min

  4. 25 FEB

    From NFL Lineman to Insurance COO with Joe Valerio

    Former Kansas City Chiefs lineman Joe Valerio is the Chief Operating Officer for The Baldwin Group's Insurance Advisory Solutions (IAS) segment. Most recently, Mr. Valerio served as Division Leader, Western Division, for World Insurance Associates, LLC, where he drove revenue growth and margin expansion through disciplined sales execution and operational excellence across 27 offices across 13 states. Before World Insurance, he served as Chief Operating Officer for the CRB North America Industry Verticals Division at Willis Towers Watson, where he guided a team of nearly 3,000 colleagues across diverse functions, generating annual revenue of more than $1.2 billion. In this episode of In the Know, Chris Hampshire and Joe explore lessons learned from the football field, the excitement and challenges of the recent merger, and Joe's optimistic perspective on the future of the insurance industry.   Key Takeaways ● Joe's journey from the NFL to broadcasting to the insurance industry. ● Lessons learned from the football field. ● Questions to ask yourself when weighing career opportunities. ● The importance of a standard operating playbook. ● Retaining talent while also developing skills. ● Merger management in Joe's latest venture at The Baldwin Group. ● A five-year look at the future of the insurance industry. ● Joe's advice to his early insurance career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● "The biggest asset of the insurance industry is what goes up and down the elevators every day." ● "Insurance is the ultimate team sport." ● "Everything that we do is focused on bringing the best to the client." ● "Day-by-day, we want to figure out how we can work best together."

    29 min

  5. 11 FEB

    Skills for the Future of Insurance with Diane Hanlon

    Diane Hanlon serves as Head of Sales and Market Development at The Institutes. With more than 23 years of experience in Fortune 500 B2B sales, account management, and contract management, Diane brings deep expertise in business development and client relationship management. Before joining The Institutes, she held senior sales leadership roles at On Call International, a Tokio Marine HCC company, and Enterprise Holdings. In this episode of In the Know, Chris Hampshire and Diane discuss sales leadership and insurance industry careers, the latest initiatives at The Institutes, and the value of the CPCU designation journey in her career.   Key Takeaways ● Diane did not take the traditional risk management path. ● The most appealing aspects of the insurance industry. ● Benefits of consulting within the sales sector. ● Characteristics of successful salespeople. ● Protocols for retaining B-to-B sales arena opportunities. ● Questions to ask yourself before moving into the sales sector. ● Addressing industry talent gaps. ● Adapting to future technologies in the insurance industry. ● The evolution of training and development. ● The future of international insurance education and career path development. ● Diane's experience with international insurance interconnectivity. ● Advice to anyone who is considering a career in insurance. ● The 'addictive' journey of earning a CPCU designation. ● A five-year look at the future of the insurance industry. ● Diane's fulfilling advice to her early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● "There are so many transferable skills that can be used in the insurance industry." ● "Building relationships is the key to the successes you're going to have." ● "The skills that someone needs today are going to look different in the coming years, and people need to be adaptable." ● "We work with all verticals to ensure they have what they need to be better at what they do."

    25 min

  6. 28 JAN

    50 Years in Insurance with Betsey Brewer

    Betsy Brewer is a founding member of the USC Marshall School, Peter Arkley Risk Management Institute. She serves on the Nominating Committee and is past global president of the CPCU Society and of Independent Agents & Brokers of California-Los Angeles.  For her service to the risk management and insurance industry, she received the California Ramsden-Sullivan Award. In this episode of In the Know, Chris Hampshire and Betsy discuss her experience as one of the first female leaders in the global CPCU Society, as well as a female leader in the risk management industry and the brokerage community, and a variety of other topics.   Key Takeaways ● Betsy's career path began in the 1970s. ● Don't tell Betsy women don't get the CPCU designation. ● Significant changes in the brokerage market. ● Big wins in Betsy's leadership career. ● Impressive improvements for female leaders in the insurance industry. ● Key differences between males and females in any industry. ● Overcoming challenges that could have set Betsy back. ● Benefits of Betsy's CPCU designation. ● Lessons and skills learned as the CPCU global president. ● Deciding to move to a new agency. ● Selling on the brokerage side. ● Betsy's message to anyone considering a career in the insurance industry. ● Consulting, contracting, and training after retirement. ● A five-year look to the future of the industry. ● Betsy's advice to her early career self.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes ● "Don't tell me that women don't get the CPCU designation." ● "As a female leader in the industry, I see respect for my knowledge." ● "Males and females bring different motivations and talents to the table." ● "Nothing in this world moves without some kind of insurance." ● "I was brought onto the job because I knew all the people, and that's because of the CPCU Society."

    26 min

  7. 14 JAN

    Developing an Emerging Insurance Market with Paul Dumitru

    Paul Dumitru is an Insurance Specialist at the Financial Supervisory Authority of Romania, President of the CPCU Romanian Chapter, and 2025 CPCU Society International Ambassador, where he will represent the CPCU Society and continue fostering international connections and awareness of the CPCU designation and the CPCU Society.   A CPCU Society member since 2013, Paul earned his CPCU designation in 2017. He is a member of the Europe Chapter, serves as the acting President of the newly forming Romania Chapter, and is a committee member on the Global Virtual Community Steering Committee. Over the past year, he has promoted the CPCU Society through media appearances, conferences, and the launch of the Romania Chapter, helping to expand the Society's reach across Eastern Europe.   Professionally, Paul works at Romania's Financial Supervisory Authority, where he focuses on financial education and strategic insurance initiatives. In this episode of In the Know, Chris Hampshire and Paul discuss insurance in Europe, the CPCU Society Romania Chapter, and some of the factors that have shaped Paul's insurance career, including his CPCU designation.   Key Takeaways Paul's professional journey from chemistry to insurance. Surprising discoveries from within the world of insurance. The intellectual reward of working in risk management. An overview of the Romanian insurance market. Training and developing the next generation of insurance professionals. Strategies for adapting insurance systems as part of the EU. Founding the Romanian CPCU chapter. Paul's message to the next generation of insurance professionals. A five-year look at the future of the Romanian insurance market. The benefits of Paul's CPCU designation.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes "Working in insurance is one of the most fascinating industries in the world." "Insurance meets at the intersection of finance, law, and human behavior." "In insurance, I learn something new every day of my life." "You only need curiosity to learn about the fascinating insurance industry."

    24 min

  8. 17/12/2025

    Strategic Operations Support in Modern Insurance with Brian Schmidt

    Brian Schmidt is a senior insurance executive with more than two decades of experience across primary insurance, reinsurance, data and analytics, and consulting. At Xceedance, Brian leads the Strategic Accounts division as Senior Vice President and Business Leader, overseeing global teams that deliver operational excellence across the insurance policy lifecycle. Brian holds several industry designations, including CPCU, CIC, and ASLI, and earned both his BBA in Marketing and MBA from the University of Cincinnati's Lindner College of Business. Brian has served as Chair of the Underwriting Interest Group for The Institutes CPCU Society and as University Liaison for the Cincinnati CPCU Society Chapter. In this episode of In the Know, Chris Hampshire and Brian explore the offerings of a strategic operations support firm, the effective use of data analytics in day-to-day operations, and the value of a CPCU designation in his career.   Key Takeaways Brian's professional journey from restaurants to insurance. Xceedance offerings as a strategic operations support firm. The benefits of transitioning into a partnership with Xceedance. The Pros and cons of operations support partnership. The state of AI advancements in today's insurance industry. Effective use of data analytics in day-to-day operations. Brian's decision to pursue additional training and certifications. Tools in Brian's toolbox that have added to his success. A five-year look at the future of the insurance industry. Brian's message to early-career professionals.   In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.   To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.   Follow the CPCU Society on social media: X (Twitter): @CPCUSociety Facebook: @CPCUSociety LinkedIn: @The Institutes CPCU Society Instagram: @the_cpcu_society   Quotes "Understanding why you're bringing in the support can help guide the decision." "Regardless of where AI progresses to, we're still going to need the art of underwriters well into the future." "Earning my CPCU designation has been pivotal in my insurance career." "No matter what skill set you have, there is a place for you in the insurance industry."

    24 min
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About

IN the Know is your podcast connection to the top innovators, strategists, storytellers, thought leaders, movers, shakers, and go-getters in the risk management and insurance community. Along with host Chris Hampshire —an insurance industry veteran, CPCU designation holder, and a CPCU Society volunteer leader— you'll get an INside, UNSCRIPTED look at how they got here, where they're going, and how YOU can benefit from their experience and INsight.

Information

  • Creator
    The Institutes CPCU Society
  • Years Active
    2020 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © CPCU is a registered trademark of The Institutes. All rights reserved.
  • Show Website
    IN-the-Know

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