Insurance Sync

Insurance Sync
  • 5.0 (4)
  • Business

Tune in weekly to the Insurance Sync Podcast with hosts Bobbie Shrivastav, Co-Founder & CEO of Solvrays, and Laurel Jordan, Senior Principal Insurance, Datos Insights. Insurance Sync dives deep into the ever-evolving world of insurance and technology, they will discuss the latest trends, challenges, and scenarios by interviewing industry thought leaders each season. Subscribe now to sync up weekly for new episodes.

  1. 4d ago

    Season 10 - Insurance Sync with Sky Opila

    AI is no longer a side project in life and annuity distribution - it’s quickly becoming part of the infrastructure. In this episode of Insurance Sync, host Bobbie Shrivastav and co-host Laurel Jordan talk with Sky Opila of zinnia about the friction slowing distribution today and how AI could help create simpler, faster experiences for consumers, agents, and advisors. From the independent distribution “swivel chair” problem to the low penetration of life and annuity products across captive channels, Sky shares what he’s seeing across the industry. The conversation explores how AI is already helping automate document processing and turn paper applications into digital transactions—and how plain-language, context-aware tools can make complex products easier to understand. You’ll hear about: The trends shaping life and annuity distribution across independent, captive, institutional, and direct channels Where AI is delivering practical value today, from document processing to lead tracking How chat-based quoting and plain-language explanations can help consumers feel more confident Why APIs and headless technology could enable a new generation of AI-powered distribution What an AI-native distribution model might look like in the next three to five years Why distribution leaders should make AI part of their strategy now A timely conversation for insurance leaders, advisors, and anyone working to make life insurance and annuities more accessible and easier to navigate. Thanks to Protectors Vegas for sponsoring this speason

    Season 10 - Insurance Sync with Sky Opila

  2. Sep 27

    Insurance Sync with John Saad

    In this episode, industry veteran John Saad shares insights on the evolving distribution landscape in life and annuities, the role of AI, and how technology can enhance agent productivity and client understanding.

    Insurance Sync with John Saad

  3. Sep 19

    Season 10 - Insurance Sync with Jay Weintraub

    In this episode of Insurance Sync, Bobbie Shrivastav and Laurel Jordan speak with Jay Weintraub, CEO and Founder, about Protectors, a new conference focused on life and annuity distribution. They explore how better events can break industry echo chambers, bring the right people together, and create meaningful conversations that improve protection for policyholders and beneficiaries.

    Season 10 - Insurance Sync with Jay Weintraub

  4. Sep 1

    Insurance Sync with Sean Rowley

    In this episode of Insurance Sync, sponsored by ManageMy, Sean shares insights from his 25+ years in insurance, discussing industry challenges, technological innovations, and the future of insurance. Discover how technology and customer-centric approaches can transform the industry for better access, affordability, and trust.

    Insurance Sync with Sean Rowley

  5. Jul 30

    Insurance Sync with Cameron Feiner

    In this episode, Laurel and Bobbie invite Cameron Feiner to shares his extraordinary journey — from working as a producer to founding an insurance startup at just 19. You'll learn about his fresh perspective on the industry's biggest pain points, including legacy systems that hold back growth, regulatory challenges around AI, and the future of agent-client relationships. We break down his bold vision of combining direct-to-consumer strategies with sell-side channels, all powered by AI-driven automation and customer engagement tools.

    Insurance Sync with Cameron Feiner

  6. Jul 16

    Insurance Sync with Leslie Sapienza

    In this episode of Insurance Sync, host Bobbie Shrivastav and co-host Laurel Jordan sit down with Leslie Sapienza of LKS Strategies for a wide-ranging conversation about the future of insurance, customer experience, and the operational realities shaping the industry.

    Insurance Sync with Leslie Sapienza

  7. Jul 2

    Insurance Sync with David Chavern

    In this episode of Insurance Sync, industry veteran David Chavern, President and CEO of ACLI, discusses the unique long-term nature of life insurance, revealing insights that could redefine how you think about your financial security. From the rare stability of policies dating back almost a century to the transformative power of AI and new regulatory landscapes, David shares behind-the-scenes knowledge that impacts millions.

    Insurance Sync with David Chavern

  8. Jun 12

    Insurance Sync with Michael Vellat

    Most insurance leaders overlook the real game-changers shaping the future of operations. Michael Vellat, COO of AAA Life, reveals why technology, especially AI, isn't about cost-cutting—it's about transforming member experiences and building competitive advantage. In this episode, hosts Bobbie Shrivastav and Laurel Jordan, alongside guest, Michael Vellat, to bring insights on why legacy systems remain a barrier—and how modernizing them can reduce risk, boost efficiency, and unlock new growth opportunities in life insurance. Michael shares how tangible, outcome-driven tech investments can elevate member engagement, turning operational efficiency into a strategic differentiator.

    Insurance Sync with Michael Vellat
See All (58)

Trailer

Ratings & Reviews

5
out of 5
4 Ratings

About

Tune in weekly to the Insurance Sync Podcast with hosts Bobbie Shrivastav, Co-Founder & CEO of Solvrays, and Laurel Jordan, Senior Principal Insurance, Datos Insights. Insurance Sync dives deep into the ever-evolving world of insurance and technology, they will discuss the latest trends, challenges, and scenarios by interviewing industry thought leaders each season. Subscribe now to sync up weekly for new episodes.

Information

  • Creator
    Insurance Sync
  • Years Active
    2024 - 2026
  • Episodes
    58
  • Rating
    Clean
  • Copyright
    © Insurance Sync
  • Show Website
    Insurance Sync