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Sep 27, 2022

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.


The Fred H. Bossons Award honors the risk management professional who earns the highest average mark on the three examinations required to obtain the Canadian Risk Management designation (or CRM). This year’s award recipient – and guest of today’s show – is Ana Lage; the marketing broker at Lloyd Sadd Insurance Brokers!


In this episode, Ana shares her tips and study advice regarding the CRM designation, personal experiences from her career, and what she thinks risk and insurance professionals should do to find success and adapt – especially when they’re just starting out in their careers!


(This podcast is being released on Sept. 30th, 2022 AKA #InternationalPodcastDay! Celebrate your favorite podcasts by tweeting with the hashtag or leaving a 5-star review wherever you catch your latest episodes!)


Key Takeaways:

[:01] About the RIMS Membership.

[:14] About RIMScast.

[:27] About today’s episode.

[:35] Upcoming RIMS webinars, workshops, events, and more!

[2:20] More about today’s episode with Ana Lage.

[3:02] Justin welcomes Ana Lage to RIMScast!

[3:18] Ana and Justin catch up (after seeing each other in person at the RIMS Canada Conference!)

[3:33] Ana is the marketing broker at Lloyd Sadd Insurance Brokers. She explains how a marketing broker is different from other broker positions and what her role involves at Lloyd Sadd.

[5:28] How did Ana come to enter the insurance industry? What motivated her to stay in it?

[7:48] How being multilingual enables Ana’s risk career.

[9:47] Ana shares how she felt when she learned she would receive the award.

[11:13] Ana’s experience studying for and taking the CRM exams.

[14:33] RIMS plug time! All about the RIMS mobile app, 

[15:53] Ana’s unconventional study methods.

[16:50] Ana’s advice and study tips for other risk professionals.

[18:57] Ana shares her experience of giving birth at the height of COVID. 

[20:51] Ana speaks about her professional philosophy.

[22:47] What Ana believes that rising risk and insurance professionals should/could do to find success and adapt – especially when they’re just starting out in their careers.

[25:00] Justin thanks Ana for joining and shares some of the links to check in today’s show notes!


Mentioned in this Episode:

International Podcast Day — Sept. 30th, 2022

RIMS Events, Education, and Services:

RIMS ERM Conference 2022 — November 10‒11, 2022 | Indianapolis, IN — Agenda Now Live!

RIMS Western Regional — Oct. 3‒5, 2022 — Long Beach, CA

RIMS South Asia Risk Forum — Dec. 2‒3, 2022 in Mumbai, India

More Coverage of the RIMS Canada Conference 2022:

“Turning Tides: Live from RIMS Canada 2022”

“RIMS Canada Conference Bounces Back with More Than 1,300 Attendees”

In-Person Events:

RIMS Events App Apple | Google Play


RIMS Buyers Guide

Contribute to RIMS Risk Management magazine

Dan Kugler Risk Manager on Campus Grant

Sponsor RIMScast: Contact or for more information.

Virtual Workshops:

Contractual Risk Transfer Canada — Oct. 19‒20 | 12:00‒6:00 pm EST | Registration Closes Oct. 18 — Register Now!

See the full calendar of RIMS Virtual Workshops

Upcoming RIMS Webinars:

"Sanctions and Compliance Risk: Why You Shouldn't Overlook It Before Making A Ransomware Payment" | Sponsored by Beazley | Sept. 29, 2022

"Climate Change Impacts and Opportunities" | Sponsored by AXA XL | Oct. 6, 2022

“Beware of Artificial Intelligence” | Sponsored by Nationwide | Oct. 11, 2022

Sponsored RIMScast Episodes:

“Aon’s 2022 Atlantic Hurricane Season Overview” (NEW)

“ESG Through the Risk Lens” | Sponsored by Riskonnect

“A Look at the Cyber Insurance Market” | Sponsored by AXA XL

“How to Reduce Lithium-Ion Battery Fire Risks” | Sponsored by TÜV SÜD

“Managing Global Geopolitical Risk in 2022 and Beyond” | Sponsored by AXA XL

Keeping Subcontractors Safe Through Partner Elevation” | Sponsored by Highwire

“ESG: A Responsibility and a Growing Megatrend” | Sponsored by Prudent Insurance Brokers Ltd.

“Focusing on Your Team to Deliver Exceptional Quality and Service to Your Clients”

| Sponsored by Gallagher Bassett

“Bermuda Opportunities in 2022 with BDA Chair Stephen Weinstein” | Sponsored by Bermuda Business Development Agency

“SyncR: A Tool to Enhance Your Risk Quality & Insurance Strategy” | Sponsored by Prudent Insurance Brokers Ltd.

“Navigating the Risk Landscape in 2022” | Sponsored by AXA XL

“Prioritizing People: Expertise and Innovation” | Sponsored by Gallagher Bassett

“Risk Findings for the Industrial & Manufacturing Industry” | Sponsored by Aon

“Establishing the Right Assurance to Request From Business Partners” | Sponsored by HITRUST

“Aon’s 2021 Retail Industry Overview” | Sponsored by Aon

“A Legacy of Resilience” | Sponsored by J.B. Boda Group

“The Golden Era of Insurance” | Sponsored by The Hartford

“Insurance Investigation Trends Happening Now” | Sponsored by Travelers

“What Could a CRO Do for Your Business?” | Sponsored by Riskonnect

“Hard Reality: A Look at Rising Rates in Property & Excess Casualty” | Sponsored by AXA XL

“Property Valuation Deep Dive” | Sponsored by TÜV SÜD

“Property Loss Control Engineering” | Sponsored by Prudent Insurance Brokers

RIMS Publications, Content, and Links:

RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community!

RIMS Virtual Workshops

Upcoming RIMS Webinars

On-Demand Webinars

RIMS Advisory Services — Ask a Peer

Risk Management Magazine

Risk Management Monitor

RIMS Coronavirus Information Center

RIMS Risk Leaders Series

RIMS-Certified Risk Management Professional (RIMS-CRMP)

RIMS-CRMP Stories — New interview featuring RIMS-CRMP Chairman Ward Ching!

Spencer Educational Foundation

RIMS DEI Council

RIMS Path to the Boardroom


Want to Learn More?

Keep up with the podcast on and listen on iTunes.

Have a question or suggestion? Email:


Join the Conversation!

Follow @RIMSorg on Facebook, Twitter, and LinkedIn.


Follow up with Our Guest:

Ana Lage’s LinkedIn


Tweetables (For Social Media Use):


“I found the [insurance] industry to be very dynamic because its different clients all the time, different industries; you’re always learning something new and doing different projects.” Ana Lage


“As important as academics and hard knowledge is, having the right attitude is not something that can’t be taught. So surrounding yourself with those kinds of people brings you to a whole different level and you’re way more likely to succeed in anything you attempt.” Ana Lage


“As brokers, we’re partnering [with our clients] to improve their business not just from an insurance perspective, but a risk perspective.” Ana Lage


“The broker is there to help and to advocate for the client. At the end of the day you need to know who’s protecting your business.” Ana Lage


“[Take] advantage of the fact that there are really experienced and good people that are willing to share their stories and willing to share tips.” Ana Lage