Podcast Episodes

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Ep #74: New Opportunities in Previously Uninsured Group Markets - With Bob Gardner
Ep #74: New Opportunities in Previously Uninsured Group Markets - With Bob Gardner

More so today than at any time in the past, benefit advisors are looking for new markets to serve. In this episode, we discuss some non-traditional m…

11 years ago

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Ep #73: Using Reinsurance for Pharmacy Costs to Mitigate Overall Health Spend - With Crystal Williams
Ep #73: Using Reinsurance for Pharmacy Costs to Mitigate Overall Health Spend - With Crystal Williams

In the post-ACA environment we have seen intensely increased interest in self insured financing arrangements. Some elements of self-insurance are now…

11 years ago

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Ep #72: Best Practices and Innovative Agency Techniques - With Emily Bremer
Ep #72: Best Practices and Innovative Agency Techniques - With Emily Bremer

In today’s environment, the average age of benefit advisors and agency owners is increasing, but there are some younger people coming into the insura…

11 years, 1 month ago

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Ep #71: What You Need to Know About Mergers and Acquisitions –  With Brett Rosen
Ep #71: What You Need to Know About Mergers and Acquisitions – With Brett Rosen

In this episode of The ShiftShapers podcast, we interview Brett Rosen, Executive Vice President of Mergers & Acquisitions at Digital Benefit Advisors…

11 years, 1 month ago

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Ep #70: Voluntary Benefits, Part 2: The Large Group Market – With Frank Doherty and Brian Jund
Ep #70: Voluntary Benefits, Part 2: The Large Group Market – With Frank Doherty and Brian Jund

On this second part of our look at the voluntary benefits, we invited Frank Doherty and Brian Jund, Co-founders of National Benefit Partners, to the …

11 years, 1 month ago

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Ep #69: Voluntary Benefits, Part 1: The Small And Mid Market - With Matt Boeshore and Gail Stark
Ep #69: Voluntary Benefits, Part 1: The Small And Mid Market - With Matt Boeshore and Gail Stark

For many advisors, voluntary benefits have gone from being a specialty area to being an integral part of their everyday businesses. Others are findin…

11 years, 1 month ago

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Ep #68: The Benefit Advisors' "Secret Weapon" – With Lillian Shapiro
Ep #68: The Benefit Advisors' "Secret Weapon" – With Lillian Shapiro

At the recent NAHU Convention, we spoke with Lillian Shapiro, president of HR360, about some of the challenges that benefits advisors face from compa…

11 years, 1 month ago

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Ep #67: Using Data To Lower Costs, Increase Quality And Drive Client Value – With Troy Cook
Ep #67: Using Data To Lower Costs, Increase Quality And Drive Client Value – With Troy Cook

At the recent National Association of Health Underwriters Convention we invited Troy Cook, Vice President of Sales & Development at Telligen to discu…

11 years, 2 months ago

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Ep #66: Stand Out by Personalizing Your Marketing - With Barbara Saxton
Ep #66: Stand Out by Personalizing Your Marketing - With Barbara Saxton

From social media to video email marketing, one of the common themes we heard a lot of folks talking about at the recent National Association of Heal…

11 years, 2 months ago

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Ep #65: What You Need To Know To Position Self Insurance – With Jay Kempton
Ep #65: What You Need To Know To Position Self Insurance – With Jay Kempton

Jay Kempton, president & CEO of The Kempton Group has been described as “the personification of a disruptive force in the self funded world.” In our …

11 years, 2 months ago

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