Placing You First Insurance Podcast by CRC Group

The Placing You First Podcast spans a diverse spectrum of insurance industry issues to keep you and your clients informed.

Placing You First Insurance Podcast by CRC Group is a business podcast hosted by Unknown Host, with 117 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Placing You First Insurance Podcast by CRC Group, a business show with 117 episodes published.

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  Episode #117

  The Environmental Risk Your Clients May Not See Coming

  Aug 12, 202630 min

  Fewer EPA headlines can feel like a green light, but environmental liability does not disappear when oversight fades. We sit down with CRC environmental specialists Harrison Scheider and Dustin Helmenstein to unpack the biggest misconception we hear from insureds and even seasoned agents: “less regulation means less environmental risk.” The laws that create liability largely remain, and the pollution exclusion in GL and property policies can turn an everyday incident into a painful coverage surprise. We dig into what makes environmental claims so tricky, and along the way, we connect the dots for common insured profiles including contractors, manufacturers, real estate owners, habitational and hotel risks, healthcare, and municipalities, plus what faster permitting and accelerated construction can change on the ground. To keep it practical, we share four questions retail agents can use right now to uncover exposures early, create better renewal conversations, and avoid relying on limited GL endorsements that are not true affirmative pollution coverage. If you want a clearer, more confident way to talk environmental insurance, pollution liability, and coverage gaps with clients, hit play and take notes. Visit REDYIndex.com for critical pricing analysis and a snapshot of the marketplace. Do you want to take your career to the next level? Join #TeamCRC to get access to best-in-class tools, data, exclusive programs, and more! Send your resume to resumes@crcgroup.com today!

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  Episode #116

  The M&A Safety Net: Understanding RWI in Today’s Deal Market

  Jul 24, 202619 min

  Deals don’t usually fall apart because people can’t agree on the price. They stall during discussions about what happens after closing if a representation turns out to be wrong. That’s why we’re seeing representations and warranties insurance (RWI) show up in more conversations with buyers, sellers, private equity firms, and transaction attorneys, and why it’s becoming a practical tool for reducing post-closing uncertainty in mergers and acquisitions. We’re joined by CRC Chicago specialists Josh Arnold and Rommel Mayuga to explain what RWI actually does, what it can cover, and why buyer-side placement has become so common. We also talk about the real deal mechanics: indemnity caps, survival periods, escrow pressure, and why a clean recovery source can remove friction when the parties are stuck. As M&A activity rebounds in 2026, the RWI market is evolving as well. More carriers are willing to consider smaller and middle-market transactions, and underwriting has become more efficient, but diligence still drives the outcome. We share a practical example from the private equity world where consistent carrier relationships and early alignment helped speed indications and support a multi-acquisition strategy. If you’re a retail agent, our biggest guidance is simple: loop us in at the LOI or draft purchase agreement stage so we can help assess fit, anticipate diligence needs, and keep timelines from getting squeezed at the finish line. Visit REDYIndex.com for critical pricing analysis and a snapshot of the marketplace. Do you want to take your career to the next level? Join #TeamCRC to get access to best-in-class tools, data, exclusive programs, and more! Send your resume to resumes@crcgroup.com today!

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  Episode #115

  Late Notice, Big Problems: What Retail Agents Need to Know About Excess Claims

  Jun 30, 202634 min

  Late notice to an excess carrier is one of those “small” steps that can explode into a coverage dispute at the worst possible time, like right before mediation or on the eve of trial. We talk through why excess claims notification is getting tougher in today’s market and how retail agents can protect their clients and themselves when a claim starts creeping toward the tower. We’re joined by CRC Group’s claims pros who live this every day: Dave Gilfillian , Chief Claims Officer and leader of Claims Advocacy, Ari Shapiro , Claims Advocacy Director, and Cammie Powell , Senior Claims Coordinator. Together, we unpack what’s driving bigger claims, how plaintiff expectations and litigation funding can change the exposure curve, and why excess carriers are more likely to take a hard line on late notice. We also explain the concept of “prejudice,” how state law affects the analysis, and what a reservation of rights letter can signal when notice comes in too late. We also challenge a dangerous assumption: “follow form” does not automatically mean “same rules.” Excess policies often include pages of exceptions, unique notice provisions, and surprises around defense costs and endorsements, especially in complex towers with multiple carriers. Our practical takeaway is straightforward: when the thought pops into your head that excess might be involved, send notice, document it clearly, and keep communication moving so no layer is blindsided. Visit REDYIndex.com for critical pricing analysis and a snapshot of the marketplace. Do you want to take your career to the next level? Join #TeamCRC to get access to best-in-class tools, data, exclusive programs, and more! Send your resume to resumes@crcgroup.com today!

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  Episode #114

  Smarter Submissions: How REDY Intel Helps Retail Agents Win Faster

  Jun 5, 202616 min

  Submissions can feel like a scavenger hunt: PDFs in one place, schedules in another, critical details buried in an email thread, and a clock ticking while you try to meet client expectations. We wanted to dig into what actually helps, not another tool that creates more work. So we sat down with Leah Herman, product manager for CRC’s Ready Intel, to talk about how AI-driven insights and automation are reshaping the insurance submission and placement process for retail agents and CRC brokers. We break down what REDY Intel is at a practical level: an intelligence layer embedded across the CRC REDY platform that powers automated clearance, submission data extraction, Risk Insights, and Market Insights. We also get specific about what “data extraction” really means, including pulling underwriting fields like payroll, gross sales, vehicle schedules, and construction details, helping reduce missed information and the endless back-and-forth that slows quotes and binding. Then we go beyond speed. Risk Insights turns extracted fields plus context from the submission email into a summarized risk snapshot, giving brokers a head start on understanding exposures and identifying what is missing. Market Insights adds another layer by analyzing placement trends and carrier appetite to recommend better carrier matches, helping you market smarter and set clearer timelines with clients. Throughout, we come back to the same principle: technology should enhance relationships and specialty knowledge, not replace them. If you want faster clearance, stronger submission quality, and more data-driven placement decisions, listen now. Visit REDYIndex.com for critical pricing analysis and a snapshot of the marketplace. Do you want to take your career to the next level? Join #TeamCRC to get access to best-in-class tools, data, exclusive programs, and more! Send your resume to resumes@crcgroup.com today!

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  Episode #113

  From Submission to Solution: How CRC Gets Deals Done—Together

  May 19, 202621 min

  We pull back the curtain on what’s actually happening on the wholesale side when you hit send on a submission, and how we make the first big call: does this risk belong in binding authority for speed, brokerage for flexibility, or a blended strategy that uses both? We’re joined by CRC Sacramento Office President Wendy Mejia and Port Orange Office President Paul Sipos to explain the real decision triggers retail insurance agents run into every day: minimum premium thresholds, total insured value, tough classes, and specialty wrinkles like dock exposure. They share recent wins and get practical about the “crunch time” moments. Binding authority can move fast, but brokerage can win when you need negotiated terms and conditions. The fastest path is often a better submission and a narrative that tells the story. If you want fewer dead ends and more clean quotes, this is the playbook. Subscribe for more wholesale insurance insights. Visit REDYIndex.com for critical pricing analysis and a snapshot of the marketplace. Do you want to take your career to the next level? Join #TeamCRC to get access to best-in-class tools, data, exclusive programs, and more! Send your resume to resumes@crcgroup.com today!

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