What’s Your Ask? with Stephanie Sims
Business:Investing
Sonny Patel is the Founder and CEO of Insurmi, an AI-based engagement platform for insurance carriers. He started the company just three years ago at the age of 21 while working as a Sales Director and Financial Advisor for a top life insurance company. During that time, he realized the process of buying and selling insurance was unnecessarily cumbersome and outdated.
Determined to change the process, Sonny worked to develop a solution that would simplify the task and take the guesswork out of insurance buying. That solution would eventually become Insurmi. Now, Insurmi is being used by top tier global insurance carriers to generate new business online, streamline customer claims, and deliver excellent customer service through conversational AI.
In this episode…The fundraising ask requires you to prepare yourself on how to present and position the opportunity in a way that excites your investors. And to do that, Sonny Patel, CEO of Insurmi, says you have to approach it like a sales process. That involves qualifying investors to reach out to, being confident about what you’re doing, and knowing how to convert undecided investors, just to name a few.
Listen to this episode of What’s Your Ask with Stephanie Sims as she interviews Sonny Patel, the CEO of Insurmi, about his experience of raising a million dollars in seed funding. Together, they talk about fundraising as a sales process, how to convert undecided investors, carrying out due diligence, and more.
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Episode 61: Women Don't Always Have to Compete
Episode 60: Investor Relationships with Tara Spalding
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Episode 54: Thoughts of Crypto-Currency and Crypto-Investing
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Episode 52: Getting better with money to live intentionally with George Grombacher, Founder and Chief Community Officer of Money Alignment Academy
Episode 51: Authenticity, Asymmetry and Making a Connection with Investors
Episode 50: Get Clear to Gain a Yes to Your Ask with Robert White
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Episode 48 - Discover How to Ask for "Smart" Money with Katy Campbell of Porsche Digital
Episode 47: How Do You Ask in a Saturated Market with Greg Head
Episode 46: A Solid Sales Process Requires Discovery with Matt Wolach
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