Commercial banking

Hilani Kerr leads the wealth and distribution platforms at Zinnia, applying 20 years of leadership across Wells Fargo, Bank of America Merrill Lynch, Deutsche Bank and Porticoes Capital to embed insurance and wealth solutions into unified financial strategies and broaden access to those products to all clients. 

Contingency plans should address protecting documents, establishing communications and ensuring the security of physical office locations.

Starting a new enterprise is a challenge and here are five factors to consider as part of any start-up strategy.

Here are five questions for agents considering this transition.

Romina Muhametaj is senior director of Medius Pay sales and operations at Medius.

After California's own insurer of last resort was held liable for smoke claims, and a probe of State Farm was launched, a new task force is ordered to set standards for smoke damage claims.

Climate risk models, which are widely used in the insurance industry, don't typically make detailed projections for extreme heat.

Brandon Ellison, Quility founder and CEO, shared about the company's origin.

While many firms have embraced AI in claims and risk scoring, forward-thinking organizations are now turning their attention to policy intelligence.

Paul Morville is the product architect at Advisor360° and founder of Parrot AI, which was acquired by Advisor360° in early 2025.

Dan Garzella is the founder and CEO of the Darkhorse Insurance Brokers, a unique turnkey brokerage platform perfected and proven over nearly a decade of real-world application. With over two decades of experience, Dan has built multiple industry-leading brands by combining cutting-edge technology with a deep understanding of agent and consumer needs.

Leah Warwick is the Senior Content Manager for the American Society of Administrative Professionals (ASAP), the leading provider of training, community, and resources for admin professionals worldwide. ASAP produces the Professional Administrative Certification of Excellence (PACE), online courses, and annual training events, such as the Administrative Professionals Conference (APC) and EA Ignite. Learn more at ASAPorg.com.

Nationwide's Sarah Jacobs shares how technology is changing the risk profiles for homeowners.

Shikha Khetrapal, formerly COO of Vantage Insurance Partners, an insurance industry investor, spoke with Digital Insurance about hurdles that large insurance companies, investors and private equity firms encounter when integrating their acquisitions in the industry.

Dan Rubin is the founder and CEO of YELO Funding, a fintech company that offers income-contingent financing to U.S. college students of all backgrounds. Mr. Rubin has 25 years of principal investing, investment banking, restructuring and operational experience, including roles as co-founding partner of YAD Capital, a private credit investment firm, private equity real estate investor at Halpern Real Estate Ventures and JEN Partners, investment banker at Lehman Brothers and turnaround consultant at Deloitte. He holds an MBA from NYU Stern School of Business.

Investment funds based on parametric insurance have the potential to beat cat bond returns, according to Rhodri Morris, a portfolio manager at Twelve Securis.

The chance at a piece of strong returns has encouraged investment banks, hedge funds and debt investors to vie for contracts to fund the litigation, according to people involved in transactions.

AITC co-founder Scott Harrison tells NAIC working group to avoid uncertain, imprecise definitions that could confuse compliance efforts.