Firm & Final

Artificial intelligence has landed in the world of stop loss and reinsurance, and this innovative set of tools has the potential to unlock new insights and data sets. But how will AI providers filter out the noise and incorporate their models into this established $35 billion industry? We’re going straight to the source with three key leaders in this space: Jason Oswald from Gradient, Ian Pietz from Prealize, and Ali Panjwani from Merit Medicine.Together, we’ll explore the evolving landscape of predictive analytics in the stop loss and reinsurance sectors, including how artificial intelligence tools stand to redefine underwriting practices and their relationship with data access.Ali will explain his “3-V” value proposition that AI can unlock in underwriting—visibility, variability, and value. And all of our expert guests will lay out their visions for future broader adoptions of predictive analytics across the various carrier types.  🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

We’re back with season 3 of Firm and Final, and it’s a full house! It’s already been an eventful year in the stoploss and reinsurance industry. So we have lots to cover with Ben Dewar, SVP of Business Development at SBR; Vince Lewis, chief of sales and marketing officer at UME; and Jonathan Socko, the president of ECU.We’ll put forward some theories about the underperformance we’ve seen in the market so far, discuss what it means for a few big carriers to exit the reinsurance space, and explore the growth of self-insurance and captives. We’ll also discuss the value of some new AI tools in the industry and make a few bold predictions for the future of the market. And finally, Ben will reveal to the world why Mehb is no fun at cocktail parties. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg ☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

The Firm & Final Season 2 Finale is HERE, with a twist! We’ve brought back some friendly faces to revisit self-funding topics in our very first group podcast session. Mehb serves as moderator for this wide-ranging discussion with Andrew Trupiano of ATS Underwriting, Dan Davey of Alliant Insurance Services, and James Donnelly of Lockton Re. Listen in to hear about the industry’s opportunities and challenges, career training gaps, and finding a path forward. PLUS – stick around to the end for an exclusive update on Firm & Final Season 3!🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

Join Mehb and Mike Kroupa, Benefits Advisor for Connor & Gallagher OneSource for the next episode of Firm & Final! Mehb and Mike will talk about finding passion in what you do, the parallels between home remodeling and the insurance industry, and the fear of change that is holding many employers back. Plus, Mike shares his tips for transitioning to self-funding or level-funding arrangements, with some client examples along the way. Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

This episode features our first actuarial guest of Season 2! Welcome Dave Rowbottom, Founder and CEO of Reinsurance Actuarial Solutions to Firm & Final. Listen in to hear Mehb and Dave discuss career paths, changes in the reinsurance industry, and an honest discussion about the risks and rewards of starting your own business. Actuaries, reinsurance brokers, and anyone interested in entrepreneurship – you’ll want to save this one!Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

Episode 9’s guest is Laura Morrison, Vice President, National Healthcare Practice, Risk Strategies. Laura shares her career experience, why she decided to get into the insurance business, and the path she’s forging for other women in the industry through women’s networking groups. Mehb and Laura also discuss the risks and opportunities facing the industry, and lots more. Listen in and learn!Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

Mehb chats with Lucy Carter, Senior Vice President – Accident and Health Practice Leader, BMS Group in this next episode. Their discussion covers a wide-range of topics focusing on the international reinsurance market. You’ll hear about the differences between the U.S. and London healthcare experience, and get a detailed sense of what it’s like brokering at Lloyd’s of London – no passport required! If you’ve ever considered the reinsurance industry, this episode is for you.Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

If you listen to stop loss podcasts, you KNOW this next guest! “Self Funded with Spencer” podcast host and SVP, ParetoHealth joins Mehb for episode 7 of Firm & Final. You won’t want to miss this discussion about the power of content, growing your online audience and building your brand, and changes occurring in the insurance industry.Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

In episode 6, Mehb chats with Erin Duffy, Director of Business Development at Imagine360 about her entrance to the industry, mentor and mentee relationships, and the importance of networking on LinkedIn. Erin, who is Chair of the SIIA Future Leaders Committee, also turns the mic back to Mehb and asks some questions about his goals and impact, too!Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com

Season 2 of Firm & Final continues with episode 5, featuring Ryan Sachtjen, Co-Founder and CEO of software company ThreeFlow. The conversation kicks off with the largest single stop loss case Ryan ever sold – which happened to be the last case before he left to start ThreeFlow. Listen in to hear about the entrepreneurial side of the stop loss and reinsurance business, and the journey this first-time co-founder took to get where he is today. Watch or listen on your preferred channel today!Don’t miss your chance to hear from leaders in the Stop Loss and Reinsurance industries. Subscribe today at https://bcsf.com/firmandfinalpodcast/. 🖥️ Play on BCS website – https://bcsf.com/firmandfinalpodcast/ 🎧 Listen on Spotify – https://spoti.fi/3U7rYuq 🍎 Listen on Apple Podcasts – https://apple.co/3Kvdlhg 📱 Watch on YouTube – https://bit.ly/42lnrsi☑️ Sign up to subscribe – https://bcsf.com/firmandfinalpodcast/ 🦸 Recommend a Legend – legends@bcsf.com