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29:03

Benefits Influencer

by Dennis Carlson

Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry. Hosted by benefits industry veteran, entrepreneur, and President of Agency Leverage, Dennis Carlson Each episode delivers actionable insights, tactics and new innovations from employee benefits brokers, benefits advisors, HR professionals, insurance company executives, tech companies and others in the Employee Benefits and Human Resources ecosystem.

Copyright: Agency Leverage 2022

Episodes

Big Benefits for Small Business w/ Ty Wang

23m · Published 13 Sep 15:30

Dennis chats with Ty Wang, Co-Founder & CEO of Angle Health.

Angle Health wants to make health benefits more accessible by connecting vendors that handle different services like telehealth and health savings accounts on a single platform. That way, employers of all sizes can offer a similar stack to the benefits you’d expect from a Fortune 500, but tailored for small to medium-sized businesses.

Ty Wang is the Co-Founder and CEO of Angle Health, the digital-first, fully-licensed health insurance platform. Before founding Angle Health in 2019, Ty was at Palantir, where he met his co-founder Anirban Gangopadhyay. Before moving into the tech space, he spent seven years working for the US Government in Field Operations and as Foreign Liaison Officer. He has a Bachelor’s degree in Electrical and Electronics Engineering, as well as a Bachelor’s in Systems Engineering, from Washington University in St. Louis. He splits his time between Salt Lake City and Denver.

More info at https://www.anglehealth.com/

https://www.linkedin.com/in/tyw/

AI and The Future of Healthcare

32m · Published 09 Aug 15:30

Dennis welcomes SVP & Senior Partner at Burnham Benefits, Chris Krusiewicz back to the podcast.

Chris has been tracking AI as it relates to healthcare and employee benefits for years and brings his latest insights to the benefits community.

Chris and Dennis discuss AI and its impact on the employee benefits and healthcare industries today and what we can expect in the future.

Check out Season 1 Episode 3 for the earlier interview we reference in this episode.

Find Chris on LinkedIn here: https://www.linkedin.com/in/chriskrusiewicz/

Check out Burnham Benefits here: https://www.burnhambenefits.com/

 

Winning New Business in a Micro-Niche w/ Charles Specht

26m · Published 19 Jul 15:30

This episode originally aired in January 2020

Charles Specht from The Permission Group shares how Benefits Brokers who target a micro niche can grow a massive book of business and better serve their clients.

Connect with Charles at [email protected]

Winning New Business in a Micro-Niche w/ Charles Specht

26m · Published 19 Jul 15:30

This episode originally aired in January 2020

Charles Specht from The Permission Group shares how Benefits Brokers who target a micro niche can grow a massive book of business and better serve their clients.

Connect with Charles at [email protected]

Discover Your Secret Sauce w/ Becky Patel

27m · Published 05 Jul 15:30

This episode orginally aired in March 2022.

Ned Schaut talks with Becky Patel, CEO at Amwins Connect, about mentorship. Becky has over 35 years of experience in this business and shares the importance of both having a mentor and being a mentor. During the conversation they focus on the need to be authentic and know your secret sauce in the business.

Benefits Communication Strategies to Drive Value w/ Chesley Gaddis

20m · Published 21 Jun 15:30

This episode orginally aired in July 2020.

Dennis and Chesley discuss ways to make employee benefits communication meaningful, relevant and timely in order to drive value for employers and employees.

Connect with Chesley:

[email protected]

http://intrepid7.com/

Executive Benefits: A Tool to Attract & Retain w/ Rachel Rutherford

25m · Published 24 May 15:16

Dennis chats with Rachel Rutherford of ArmadaCare about Executive Benefits and how to position Executive Medical reimbursement to attract and retain top talent.

Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelgann/

Reach out at [email protected]

visit https://armadacare.com/ for more info

Leveraging Social Media for Sales w/ Spencer Smith, CSFS

28m · Published 19 Apr 18:59

Dennis chats with Spencer Smith about how benefits advisors can leverage social media to grow their pipeline and increase sales.

Find Spencer on LinkedIn: https://www.linkedin.com/in/spencer-smith-self-funded/

Check out Spencer's podcast here: https://spencerharlansmith.com/

YouTube: https://www.youtube.com/c/SpencerSmithSelfFunded

For more info on Plansight visit: https://www.plansight.com/

 

 

 

 

Winning with Ancillary: 3 Strategies for Benefits Advisors w/ Kevin Curran

38m · Published 29 Mar 15:30

Dennis chats with Kevin Curran, Founding Partner of Salt Margin a Baldwin Risk Company.

Listen in as they discuss ways Benefits Brokers can win with a too often overlooked part of the benefits package, ancillary.

Kevin outlines three ways brokers and advisors can get started with becoming true consultants on ancillary, just like they already are on medical insurance.

Kevin uncovers some key group life and disability policy provisions that every advisor should be aware of.

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for more content for Benefits Brokers and Advisors visit: benefitsinfluencer.com 

Positioning Disability Insurance: Strategies for Benefits Brokers w/ Chris Carlson

26m · Published 08 Mar 16:30

Dennis chats with The D.I. Coach, Chris Carlson about how benefits brokers and advisors can better position (or start positioning for the first time) disability insurance with their clients.

Chris began his insurance career as a Brokerage Consultant with Provident Life
and Accident in 1984.  After working with Provident as a Consultant, District
Manager and Branch Manager, he formed his own independent Disability
Insurance Marketing Organization in 1995.
 
Chris's organization eventually became the D.I. sales office for Ascensus
Insurance Services. When Ascensus was purchased by BISYS, he became the
National Sales Manager for the BISYS D.I. Center.
  
Chris founded The D.I. Coach to fill the education void left by the disability
insurance carriers. He combines his knowledge of the D.I. industry with his
coaching expertise to provide a truly unique perspective in his coaching of
producers.


Chris is the author of six books to include, Prospecting Through Positioning
For The Financial Advisor, The Napkin Advisor and The Broker’s Broker.
He works with producers to help them fill their pipelines with highly-qualified
prospects while establishing themselves as the recognized authority in their
market niche.

Reach out to Chris at [email protected]

https://www.thedicoach.net/

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More great episodes and sponsorship opportunities at: http://benefitsinfluencer.com/

Benefits Influencer has 113 episodes in total of non- explicit content. Total playtime is 54:43:49. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 31st, 2024 12:13.

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