The Data Revolution in Modern Claims Management with Heather Wilson
Release Date: 06/18/2025
Change Management and Innovation in Insurance with Lindsy Graichen Hudnall
IN-the-Know
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...
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Navigating Reinsurance Markets Around the World with Bryan Fuller
IN-the-Know
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...
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Surplus Lines Decoded with Glenn Leung
IN-the-Know
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...
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The Data Behind Insurance’s Retirement Wave with Matt Rigsby
IN-the-Know
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...
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The Evolution of Premium Audit with Lindsey Archila
IN-the-Know
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...
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From NFL Lineman to Insurance COO with Joe Valerio
IN-the-Know
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...
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Skills for the Future of Insurance with Diane Hanlon
IN-the-Know
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...
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50 Years in Insurance with Betsey Brewer
IN-the-Know
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...
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Developing an Emerging Insurance Market with Paul Dumitru
IN-the-Know
Paul Dumitru is an Insurance Specialist at the Financial Supervisory Authority of Romania, President of the CPCU Romanian Chapter, and 2025 CPCU Society International Ambassador, where he will represent the CPCU Society and continue fostering international connections and awareness of the CPCU designation and the CPCU Society. A CPCU Society member since 2013, Paul earned his CPCU designation in 2017. He is a member of the Europe Chapter, serves as the acting President of the newly forming Romania Chapter, and is a committee member on the Global Virtual Community Steering Committee....
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Strategic Operations Support in Modern Insurance with Brian Schmidt
IN-the-Know
Brian Schmidt is a senior insurance executive with more than two decades of experience across primary insurance, reinsurance, data and analytics, and consulting. At Xceedance, Brian leads the Strategic Accounts division as Senior Vice President and Business Leader, overseeing global teams that deliver operational excellence across the insurance policy lifecycle. Brian holds several industry designations, including CPCU, CIC, and ASLI, and earned both his BBA in Marketing and MBA from the University of Cincinnati’s Lindner College of Business. Brian has served as Chair of the Underwriting...
info_outlineHeather H. Wilson, Chief Executive Officer of CLARA Analytics, has more than a decade of executive experience in data, analytics, and artificial intelligence, including Global Head of Innovation and Advanced Technology at Kaiser Permanente and Chief Data Officer of AIG. While at AIG, she was named Insurance Woman of the Year by the Insurance Technology Association for her data innovation work. Wilson has been a steady supporter of diversity. She launched the Kaiser Permanente Women in Technology group, focused on mentorship and retention for women in math, technology, and science. At AIG, she launched Global Women in Technology and served as Executive Sponsor of Girls Who Code. In this episode of In the Know, Chris Hampshire and Heather explore the work she has done to empower women in coding and STEM, AI technology advancements, and strategies for addressing talent challenges in today’s fast-evolving insurance industry.
Key Takeaways
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Heather’s career unfolded in three chapters.
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The current state and application of analytics in today’s insurance industry.
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A look into the future of large language model (LLM) technology.
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The application of agentic AI in the claims sector.
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Integrating new and legacy technology platforms.
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Heather’s experiences as a female leader in the insurance industry.
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Industry disruption, talent recruitment, and navigating the silver tsunami.
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Data analysts and the insurance industry.
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A five-year look to changing agent and adjuster responsibilities.
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Heather’s strategic risk 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.
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LinkedIn: @The Institutes CPCU Society
Instagram: @the_cpcu_society
Quotes
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“At the end of the day, there is an outcome that we’re trying to drive for the claimant and for the insurer.”
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“AI is helping us take the surprises and get in front of them to handle cases differently.”
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“Whether it’s a risk or claims system, they really have the opportunity to lead the insurance industry on agentic AI.”
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“Data is still king, and so is the orchestration of that data.”
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“For super complex cases, people still need to have that human-in-the-loop touch.”