IN-the-Know

Hosted by The Institutes CPCU Society

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100

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Jun 2026

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About the show

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.

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60 recent

June 3, 202623 min

How AI Is Changing the Casualty Insurance Game with Jayson Taylor

Jayson Taylor is the Head of Casualty at MSIG USA. He previously served as Head of Excess Casualty for Argo Group and has held actuarial roles responsible for workers' compensation, warranty, property, and liability lines with QBE North America, Wells Fargo, and EMPLOYERS. He earned a B.A. in Business Administration from the University of Florida. This episode of In the Know was recorded live at RIMS RISKWORLD 2026 and features a conversation between Chris Hampshire and Jayson about advancing technologies, successful product development and launch, and the importance of building business relationships. Key Takeaways Jayson's career started with a love of numbers. The presence and strategies of MSIG. Key differences between global and U.S. insurance companies. Transitioning from an actuarial to a relationship-based role. Insights into RIMS RISKWORLD 2026. Addressing rate increases with transparency. What Jayson looks for in his team members. Questions to ask yourself when changing roles. The impact of AI and data in risk management. Attracting talent to the insurance industry. Keys to successful product development and launch. A five-year look to the future of the industry. Jayson'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 "Business is built on the relationships you build." "We are in the business of paying claims to keep businesses going." "Put your focus on measuring what matters."

May 20, 202620 min

Insurance Leadership and the Power of Culture with Pat Gallagher

J. Patrick Gallagher, Jr., is the Chairman of the Board and Chief Executive Officer at Gallagher. He began his career as an intern in 1972, worked his way to Chief Executive Officer, and, in 2006, was appointed Chairman of the Board. In 2003, Mr. Gallagher joined the board of trustees of The Institutes. In this episode of In the Know, Chris Hampshire and Pat discuss his successful career, his perspective on where the insurance industry is today, and where it is heading in the future. Key Takeaways ● Pat's successful career started with a fire and an internship. ● The definitive culture at Gallagher. ● Attributes of desirable acquisitions. ● Pat's message to anyone considering a career in insurance. ● The number one attribute of a successful leader. ● Questions Pat asks himself when making big decisions. ● A five-year look to the future of the industry. ● Pat'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 ● "Culture is the most important attribute to success or failure." ● "Insurance is the greatest business on the planet." ● "Anyone can find a way to have a positive influence in the insurance industry."

May 6, 202624 min

Change Management and Innovation in Insurance with Lindsy Graichen Hudnall

Lindsy Graichen Hudnall, CPCU, AIDA, AU-M, AINS, LSSBB, is a process improvement expert currently serving as VP Strategic Operating Model & Execution Lead at Chubb. With a background in mathematics, analytics, and underwriting, she leads change management, driving operational efficiency and growth. In this episode of In the Know, Chris Hampshire and Lindsy discuss process improvements and making operational changes within a carrier, Lindsy's experience as a female leader in the industry, and her unique role in the CPCU Society. Key Takeaways ● Lindsy's career success started with exceptional leaders and mentors. ● Making insurance "cool" for the next generation. ● Process improvement in the insurance sector. ● Effective cross-team collaboration. ● Recent technological changes in the process improvement sector. ● Defining success in process improvement. ● Characteristics of successful programs. ● The talent shift of the employee of the future. ● A five-year look to the future of insurance. ● Lindsy's activity in the CPCU Society. ● Lindsy's experience as a female leader in the industry. ● Early career networking advice from a professional. 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 ● "Technology is helping fuel process improvement changes faster." ● "The most successful projects start with change management way before the change is implemented and actually happens." ● "There is no real end after a process improvement project."

April 22, 202626 min

Navigating Reinsurance Markets Around the World with Bryan Fuller

Fuller Consulting Principal Bryan Fuller is a reinsurance and insurance regulatory consultant with more than 30 years of specialized experience for U.S. insurance regulators and international financial institutions. He holds a BS in International Economics from Georgetown University and professional designations as a Chartered Property Casualty Underwriter (CPCU), Associate in Reinsurance (ARe), Accredited Insurance Examiner (AIE), and Market Conduct Management (MCM). He is active in the CPCU Society (former Kansas City Chapter President) and currently serves on the Reinsurance and Excess Surplus Lines Interest Group Committee, the International Association of Insurance Receivers, the Society of Financial Examiners, and the Insurance Regulatory Examiners Society. In this episode of In the Know, Chris Hampshire and Bryan discuss his career in reinsurance and consulting across both the domestic and international spectrum. Key Takeaways Bryan was first interested in international economics. Working in a small company fast-tracked his insurance career. Bryan's decision to transition to consulting work. The benefit of a CPCU designation in generating new business. Value points of the CPCU designation. The current state of reinsurance. A five-year look to the future of the reinsurance sector. Bryan's collaborative 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 are risks with any work, and you always have to manage the risks." "Networking is a key part of getting new business, and the CPCU designation certainly helps with that." "You never know how old coworkers will come back into your career." "Whatever the technology threshold is, we keep getting closer and closer to that line."

April 8, 202620 min

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."

March 25, 202622 min

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."

March 11, 202622 min

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."

February 25, 202629 min

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."

February 11, 202625 min

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."

January 28, 202626 min

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."