Tag: Automation In Insurance
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236 – Finding Success In Worksite Marketing With The OneKonnect Team
In this episode of That Annuity Show, the discussion revolves around the evolving landscape of workplace marketing for brokers, producers, and advisor…
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231 – Creating An Annuity Marketing Assistant With AI
In this episode, Paul Tyler, Tisa Rabun-Marshall, Laura Dinan Haber, and Heather Brown discuss the challenges and opportunities of implementing AI in …
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223 – Tech Modernization: Retiretech Keynote feat. Michele Trogni
Today’s episode is a special keynote recorded at RetiretechTM Vegas on April 9, 2024, where host Paul Tyler welcomes Michele Trogni, CEO of Zinnia, to…
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220 – Insuring Tomorrow: Navigating AI, Regulation, and Innovation
In this episode of That Annuity Show, recorded live at RetiretechTM Vegas, we delve into the dynamic interplay between technology, regulation, and inn…
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213 – Building A Next Generation Service And Technology Provider with Michele Trogni
Zinnia provides technology and administrative services to over 40 life, annuity, and retirement carriers. We had the opportunity to discuss the future…
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207 – Making The Most of Tech To Build Your Business In 2024 With Ema Roloff
Summary Ema Roloff, Co-Founder and Principal Consultant of Roloff Consulting, discusses the challenges and opportunities of digital transformation i…
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205 – The (Not So) Mortal Threat To Advisors with David Macchia
It’s hard to escape a news show, magazine or newspaper without reading about AI these days. How will it affect our business? That’s what we explore to…
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196 – Creating New Experiences and Clients in the Metaverse with Panos Leledakis
Emerging augmented reality and virtual reality technology present an interesting opportunity to create memorable experiences for clients. Panos Leleda…
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195: Using AI & QR Codes to Collapse Lead Funnels With Jay Wolff
The insurance industry has a tortured relationship with leads – we desperately need them but seem to rarely like what we receive. Maybe the problem is…
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188 – Predicting the Banking Crisis Through Machine Learning With Barbara Matthews
Returning guest Barbara Matthews, Founder and CEO of BCMStrategy, Inc joins us for a timely discussion of public financial policy and the ability of m…