In Episode 3 of Schaefer Enterprises’ podcast, SEI Partner Paul Byrne interviews Chief Operating Officer Monika Bolkun-Robert. Monika shares stories about the early days of SEI and how she got started in the business.

Monika Bolkun-Robert, on the rise of technology:

I think most of the clients, especially the younger generation, do tend to do their research more so I think that they are more informed about what certain policies are for by Googling them or by doing the research on why they need certain insurance—which makes me happy. I don’t see a huge threat from clients being able to buy insurance directly from the carriers by passing as retail brokers. I think we are still in demand and I think they will continue to need our help.

Listen to the whole podcast episode below: