Business Transformation with FBSPL - Insurance Edition

Kuldeep Bhatnagar
  • 0.0 (0)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY
Business Transformation with FBSPL - Insurance Edition

A show for Insurance Business owners covering the strategies and processes of the world's most effective insurance organizations. We teach you how to stay ahead of the competition, scale your back office with confidence and deliver exceptional customer service. Join us each week as we hear from world-class experts whose story will inspire, motivate and educate.

Episodes

  1. Sales Transformation in Insurance with Whitney Carpenter Doig

    07/18/2024

    Sales Transformation in Insurance with Whitney Carpenter Doig

    In this episode, KB sits down with Whitney Carpenter Doig, a seasoned professional in the insurance arena, boasting a rich background that includes notable experience at Marsh and her current role as regional vice president at SIAA.

    32 min
  2. Navigating the Insurance Landscape: Changing Dynamics in the Industry with Bryan Falchuk

    07/18/2024

    Navigating the Insurance Landscape: Changing Dynamics in the Industry with Bryan Falchuk

    This episode of Business Transformation with FBSPL: Insurance Edition features Bryan Falchuk, the founder and managing partner of Insurance Evolutions Partners, a company that helps insurers and solutions providers navigate the shifting dynamics in the industry, and the president and CEO of PLRB.

    33 min
  3. COMPLEXITIES OF INSURANCE: Overcome What's Missing for Your Potential Buyers with Marco Warner

    04/20/2023

    COMPLEXITIES OF INSURANCE: Overcome What's Missing for Your Potential Buyers with Marco Warner

    This episode of Business Transformation - Insurance Edition features Marco Warner, Insurance Professional and Founding Member of Trustpoint Insurance. Marco shares about learning to sell insurance through the phonebook and overcoming the challenge of not really getting proper training. Even then, he recognizes that his success took a little longer but he had the best experience learning over time. Marco also talks about the current challenges that the insurance industry faces today and what you can do to stay ahead of the curve. Learn about all that and more in this latest episode of Business Transformation. WORDS TO TRANSFORM YOUR BUSINESS MARCO: THE BIGGEST CHALLENGES FACING THE INSURANCE INDUSTRY “Buyer awareness is another big deal. I think buyers are becoming so aware of what's out there that that buddy-buddy system is no longer going to prevail, that people are looking for some way to make this process simpler and easier and have a greater ability to understand how it's applicable to their business, as an example.” MARCO: LEARN TO RESIST CALL RELUCTANCE “You cannot have call reluctance. You have to have the willingness to be able to pick up that phone and to call anybody to sell them insurance. The call reluctance is something that you cannot have and a lot of times you can test out in a personality profile, for example, and check all the right boxes but that still is there for someone.” Connect with Marco Warner: LinkedIn: https://www.linkedin.com/in/marco-warner-cic-0904b04/ Trustpoint Insurance: https://trustpointins.com/about/ Connect with KB: LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/ Find out more about Fusion Business Solutions (P) Limited: LinkedIn: https://www.linkedin.com/company/fbsplteam/ Website: https://www.fusionfirst.com/ Email: support@fusionfirst.com If you found this episode interesting, make sure to leave us a like and comment, we’d love to hear from you! To enjoy more and get the latest updates on Business Transformation and the insurance industry, subscribe to our show from your favorite podcast streaming platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/business-transformation-with-fbspl-insurance-edition/id1673857459 Spotify: https://open.spotify.com/show/0sTBGPYjmACbtZ7c1aWVzL Amazon Music: https://music.amazon.com/podcasts/6e6a7f74-a8f3-4c28-a56d-e41a0db5cfeb/business-transformation---insurance-edition

    41 min
  4. AN UNLIKELY JOURNEY: Janessa Weiland’s Journey into the World of Insurance

    04/13/2023

    AN UNLIKELY JOURNEY: Janessa Weiland’s Journey into the World of Insurance

    Welcome back to another episode of Business Transformation with FBSPL, the Insurance Edition, and today, KB welcomes Janessa Weiland. Born to missionaries serving in Ecuador, Janessa Weiland along with her family, moved state-side when she was 5 years old. She has resided in the Sunshine State ever since and considers Fort Myers her home. Janessa started her insurance career in 2009 as one of the first employees of Chapman Insurance Group - now serving as the Chief Operating Officer. She is proud to be part of an organization that is committed to the community and invests in its people. She has played an integral part in building the original team of four to a current team of over 65 and establishing Chapman Insurance Group as SWFL’s premier insurance agency. Traveling and encountering new experiences and cultures has always been a passion of Janessa’s, so when she’s not working, you will likely find her and her husband trying out a new local spot or on another travel adventure with family and friends. Janess shares her insights and experiences and discusses her journey to her current position, best practices for building and maintaining relationships with clients, promoting new ideas, challenges facing the insurance industry, and staying up-to-date on industry trends and developments. WORDS TO TRANSFORM YOUR BUSINESS JANESSA: LISTEN BEFORE YOU SPEAK “Listen before you speak. I feel like my mom ingrain that in me when I was younger, and it might have come from a place of ‘Hey, let your parents talk to you before you have something to say’ but I think as I've grown that's kind of stuck with me and something that has reverberated in a lot of different environments that I've been a part of, professionally of just hearing what people have to say.” MICHAEL: THE DIGITAL TRANSFORMATION “I think the biggest hindrance that people run into whether it be insurance agencies or just in general is being stuck to making an idea succeed, and I feel like that's when people fail. Because they're so stuck on making this idea succeed. I think the key is being able to be adaptable and be able to say, ‘Okay, this isn't the original plan, but it's not working. So how can we change? How can we adapt?” Connect with Janessa Weiland: LinkedIn: https://www.linkedin.com/in/janessa-weiland-49b91535/ Chapman Insurance Group: https://linktr.ee/chapmaninsurancegroup Connect with KB: LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/ Find out more about Fusion Business Solutions (P) Limited: LinkedIn: https://www.linkedin.com/company/fbsplteam/ Website: https://www.fusionfirst.com/ Email: support@fusionfirst.com If you found this episode interesting, make sure to leave us a like and comment, we’d love to hear from you! To enjoy more and get the latest updates on Business Transformation and the insurance industry, subscribe to our show from your favorite podcast streaming platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/business-transformation-with-fbspl-insurance-edition/id1673857459 Spotify: https://open.spotify.com/show/0sTBGPYjmACbtZ7c1aWVzL Amazon Music: https://music.amazon.com/podcasts/6e6a7f74-a8f3-4c28-a56d-e41a0db5cfeb/business-transformation---insurance-edition

    39 min
  5. THE BOARDWALK EXPERIENCE: Better Customer Experience Through Digital Transformation with Michael Malfa

    03/30/2023

    THE BOARDWALK EXPERIENCE: Better Customer Experience Through Digital Transformation with Michael Malfa

    This episode of Business Transformation - Insurance Edition features Michael Malfa, CEO and Co-Founder of Boardwalk Insurance. Michael shares the story of how he co-founded Boardwalk Insurance to fill customers’ needs for a better experience and, at the same time, be a pioneer of digital transformation in the insurance industry. The episode also covers topics such as advice for improving customer experience, fun in the office, inspiring books, and upcoming initiatives. It’s a lot to unpack so make sure to tune in until the end of this latest episode of Business Transformation. WORDS TO TRANSFORM YOUR BUSINESS MICHAEL: THE CUSTOMER EXPERIENCE PROBLEM “I began to encounter this reoccurring problem that was a reoccurring theme or problem, customers were looking for better service, better service experience. And as a broker, I didn't really have the tools to deliver that experience, like my time and reach were limited. I can only get to so many clients in a day, so that was very challenging, so my partner and I started to research how technology could fill this void.” MICHAEL: THE DIGITAL TRANSFORMATION “Things really hit home when COVID arose. I'm sure you have experience as well like the digital way of doing business had become the new norm, and previously it wasn't as heavily adopted, especially in the insurance industry, some other industries had adopted it sooner and taken on more of a technology-first approach, but insurance was just starting this digital transformation.” Connect with Michael Malfa: LinkedIn: https://www.linkedin.com/in/michaelmalfa/ Boardwalk Insurance: https://myboardwalk.ca/ Connect with KB: LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/ Find out more about Fusion Business Solutions (P) Limited: LinkedIn: https://www.linkedin.com/company/fbsplteam/ Website: https://www.fusionfirst.com/ Email: support@fusionfirst.com If you found this episode interesting, make sure to leave us a like and comment, we’d love to hear from you! To enjoy more and get the latest updates on Business Transformation and the insurance industry, subscribe to our show from your favorite podcast streaming platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/business-transformation-with-fbspl-insurance-edition/id1673857459 Spotify: https://open.spotify.com/show/0sTBGPYjmACbtZ7c1aWVzL Amazon Music: https://music.amazon.com/podcasts/6e6a7f74-a8f3-4c28-a56d-e41a0db5cfeb/business-transformation---insurance-edition

    21 min
  6. CUSTOMER’S DELIGHT: Customer-Centric Entrepreneurship with Chin Ma

    03/23/2023

    CUSTOMER’S DELIGHT: Customer-Centric Entrepreneurship with Chin Ma

    In today’s episode, KB welcomes Chin Ma, the Founder and President of CHRP, with his insights and experiences in the insurance industry. Chin Ma has 18+ years of experience in the insurance industry, particularly in digital transformation, operations, and products. He has led digital FDA transformations for major players in the industry. Chin will be sharing what CHRP is and what it does, how he got into entrepreneurship, his advice for new entrepreneurs, customer centricity, and many more. So make sure to stay tuned until the end of this latest episode of Business Transformation - Insurance Edition. WORDS TO TRANSFORM YOUR BUSINESS CHIN: WHAT CHRP IS AND DOES “CHRP is an AI-enabled loss prevention platform. It focuses on insurance companies, specifically home insurance companies, and what we do is we conduct home inspections on behalf of home insurance companies and utilize AI to analyze those inspections with the intent to achieve two things. One is to help home insurance companies reduce losses, which in effect in insurance terms are claims, but also to help people maintain healthy homes.” CHIN: TAKE RISKS OFTEN AND JUMP IN “If you have the grit, if you deal with a high variation in your day-to-day activities, and you have a distinct vision and value proposition of what you want to accomplish, Take risks. Take risks often and jump in.” CHIN: DEMONSTRATING CUSTOMER CENTRICITY “I think it's demonstrated through customer centricity. It's demonstrated through a rigorous focus around how we can help you grow, and save money, and it's demonstrated through deliberate delight.” Connect with Chin Ma: LinkedIn: https://www.linkedin.com/in/chinma/ CHRP: https://chrptech.com/ Connect with KB: LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/ Find out more about Fusion Business Solutions (P) Limited: LinkedIn: https://www.linkedin.com/company/fbsplteam/ Website: https://www.fusionfirst.com/ Email: support@fusionfirst.com If you found this episode interesting, make sure to leave us a like and comment, we’d love to hear from you! To enjoy more and get the latest updates on Business Transformation and the insurance industry, subscribe to our show from your favorite podcast streaming platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/business-transformation-with-fbspl-insurance-edition/id1673857459 Spotify: https://open.spotify.com/show/0sTBGPYjmACbtZ7c1aWVzL Amazon Music: https://music.amazon.com/podcasts/6e6a7f74-a8f3-4c28-a56d-e41a0db5cfeb/business-transformation---insurance-edition

    28 min
  7. INNOVATION AT FBSPL: Keeping Clients and the Team Happy with Shekhar Dhabhai

    02/23/2023

    INNOVATION AT FBSPL: Keeping Clients and the Team Happy with Shekhar Dhabhai

    Welcome to the Business Transformation podcast! Today, KB features Shekhar Dhabhai, the Assistant General Manager of Operations at FBSPL. He gives a snapshot into who he is, from his personal life and love for binge-watching Netflix series and movies to his professional life managing daily operations at FBSPL. He gives his insights on transformation and innovation and how progressing with technology is not mutually exclusive with maintaining stability for clients. Shekhar defines what a happy client is and the metrics you can use to measure this. Internally, Shehkar also discusses their training and development programs and how they measure their impact using feedback and employee retention improvements. WORDS TO TRANSFORM YOUR BUSINESS Shekhar: The top 3 insurance trends in the US "First, it's digitalization and automation, which is now evolving. So with the qualification of digital technologies and the rise in automation, insurers are now leveraging tools and platforms to streamline their operations. They improve efficiency and enhance their customer experience." "So, for example, if I talk about digital technologies, they are being used to automate underwriting, claims processing, and customer service. Also, while enabling insurance to offer new products and services. The second trend, which is evolving, is data and analytics, and the third, is customer-centricity." Shekhar: A happy client recommends you to others "So, happy clients are more likely to continue working with us, recommend our services to others, and provide positive feedback. And how we measure is, of course, the first one is the net promoter score, which is a widely used metric that the clients are recommending our products and services to others." Connect with Shekhar: LinkedIn: https://www.linkedin.com/in/shekhar-dhabhai-54288340/ Connect with KB: LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/ Find out more about Fusion Business Solutions (P) Limited: LinkedIn: https://www.linkedin.com/company/fbsplteam/ Website: https://www.fusionfirst.com/ Email: support@fusionfirst.com If you found this episode interesting, make sure to leave us a like and comment, we’d love to hear from you! To enjoy more and get the latest updates on Business Transformation and the insurance industry, subscribe to our show from your favorite podcast streaming platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/business-transformation-with-fbspl-insurance-edition/id1673857459 Spotify: https://open.spotify.com/show/0sTBGPYjmACbtZ7c1aWVzL Amazon Music: https://music.amazon.com/podcasts/6e6a7f74-a8f3-4c28-a56d-e41a0db5cfeb/business-transformation---insurance-edition

    22 min
  8. TRANSFORM & ROLL OUT! Meet your Business Transformation podcast host, Kuldeep “KB” Bhatnagar

    02/17/2023

    TRANSFORM & ROLL OUT! Meet your Business Transformation podcast host, Kuldeep “KB” Bhatnagar

    WELCOME TO BUSINESS TRANSFORMATION Insurance is one of the biggest industries out there, so big that it can shape and transform businesses and the lives of the people around it. Yet we lack a reliable pool of knowledge that can be used as a resource for experts and buyers alike. This is where our podcast comes in. The Business Transformation podcast aims to provide transformational and game-changing information about insurance and the world of business as a whole. We will be kicking off the season by getting to know our host, Kuldeep Bhatnagar aka “KB”, the Chief Sales and Marketing officer of Fusion or FBSPL, as he shares his background and talks about what the show is all about, what to expect from it, and many more. WORDS TO TRANSFORM YOUR BUSINESS KB: PURPOSE OF HAVING AN INSURANCE PODCAST “Insurance is one of the biggest industries worldwide and it's growing every day. Yet there are so few resources available for industry experts to gain knowledge and insights. So this is a step towards creating a place where we are not only helping our clients, but building a knowledge pool, and a resource for everyone in the industry.” KB: WHAT TO EXPECT FROM BUSINESS TRANSFORMATION PODCAST “So far what we have in plan are ideas to optimize the operational processes, how to bring innovation in the business, optimum use of technology resources to cut costs, again, because cost is one of the biggest challenges for the industry.” Connect with KB and learn more Insurance and Business Transformation insights: KB on LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/ FBSPL on LinkedIn: https://www.linkedin.com/company/fbsplteam/ FBSPL Website: https://www.fusionfirst.com/ If you liked this episode, make sure to like and leave us a comment, we’d like to hear from you! To enjoy more and learn more of the latest updates in the insurance industry and Business Transformation, subscribe to our show now from your favorite podcast streaming platforms.

    16 min
  • 8 Episodes

About

A show for Insurance Business owners covering the strategies and processes of the world's most effective insurance organizations. We teach you how to stay ahead of the competition, scale your back office with confidence and deliver exceptional customer service. Join us each week as we hear from world-class experts whose story will inspire, motivate and educate.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada