Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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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 R ...
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Big Benefits for Small Business w/ Ty Wang
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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…
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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 …
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Winning New Business in a Micro-Niche w/ Charles Specht
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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 charles@permissiongroup.comAutor: Dennis Carlson
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Discover Your Secret Sauce w/ Becky Patel
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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…
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Benefits Communication Strategies to Drive Value w/ Chesley Gaddis
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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: chesley.gaddis@intrepid7.com http://intrepid7.com/Autor: Dennis Carlson
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Executive Benefits: A Tool to Attract & Retain w/ Rachel Rutherford
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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 rrutherford@aramadacare.com visit https://armadacare.com/ for more info…
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Leveraging Social Media for Sales w/ Spencer Smith, CSFS
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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…
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Winning with Ancillary: 3 Strategies for Benefits Advisors w/ Kevin Curran
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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…
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Positioning Disability Insurance: Strategies for Benefits Brokers w/ Chris Carlson
26:51
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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 Man…
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Executive Benefits: Solutions for What Keeps Owners Up at Night w/ Helen Ornellas
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Dennis chats with Executive Benefits expert, Helen Ornellas. Helen is the President and Founder of Ornellas & Associates Insurance Services. Based in California, Helen Ornellas specializes in Executive Benefits using Life Insurance, Disability, and Long Term Care to provide solutions. With over 25 years of experience in the insurance industry, Hele…
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The Hidden Cost of Bad Benefits Data w/ Shannon Goggin
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Dennis chats with Noyo CEO and Co-Founder, Shannon Goggin. Listen as they discuss how poor data quality prevents the benefits industry from delivering the modern experiences today’s consumers want. Addressing these challenges at the carrier and ben-admin level with clean, always updated enrollment data lets HR professionals and brokers truly remove…
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Predictable Growth for Benefits Advisors w/ Kevin Trokey
31:41
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31:41
Dennis chats with Kevin Trokey. Kevin is the Founding Partner of Q4intelligence, a marketing and sales enablement firm committed to the preservation and transformation of the independent agency system. He writes prolifically regarding the many challenges being faced by today’s agencies, providing guidance to overcome those challenges. He is a frequ…
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Leveraging Thought Leadership to Win Small Group Business w/ Rosario Avila & Andrew McNeil
29:55
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Dennis interviews Benefits Advisors Andrew McNeil and Rosario Avila of Arrow Benefits Group. They discuss how winning awards and writing columns contribute to their position as thought leaders in the community and with their clients. They also discuss strategies they've found work well with small group clients in a post-COVID environment. Find Andr…
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Why Benefits Brokers & Advisors Should Address Student Debt Now w/ Laurel Taylor
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Six years ago, Laurel Taylor was on the fast track to reaching her career goals. But the weight of the student debt she and her mother had racked up to fund her education rang in at almost $200,000 — and could have held her back from reaching her full potential. Laurel took matters into her own hands, and in 2016 founded Candidly (formerly FutureFu…
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Why Self-Billing for Benefits is a Win-Win-Win
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Dennis chats with CEO of Beneration, Josh Winigrad. They discuss why every benefits broker should be talking about self-billing with their clients. Josh shares: How to master self-bills by learning the COUNTIFS and SUMIFS formulas. Why you should encourage your clients to use self-bills with carriers rather than EDI feeds. The danger of self-auditi…
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Employee-Led Benefits w/ Jaclyn Chen
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Dennis chats with Jaclyn Chen, Co-Founder & CEO of Benepass. Benepass is a flexible technology platform that allows employers to offer employees robust categories of perks and benefits around things like wellness, mental health, entertainment, and more. Check out https://www.getbenepass.com/ to learn more. Benefits Influencer is the #1 highest rate…
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True Transparency: An Advisor, Employer, and Ecosystem Perspective w/ Brittney Bello
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Dennis interviews Co-Founder & President of SolV Independent Insurance Associates, Brittney Bello. Employee Benefits Brokers and Advisors will want to listen in as Dennis and Brittney go beyond the buzzword of "transparency" to uncover what it looks like when advisors, employers, and the benefits ecosystem all align around transparency. Find Brittn…
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The Practical Realities of Small Group Medical w/ Nancy Giacolone
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Dennis chats with Advisor, Keynote Speaker, Podcast Host and President & Owner of Olympic Crest Insurance, Nancy Giacolone. Reach out to Nancy and follow her via LinkedIn: https://www.linkedin.com/in/nancy-giacolone/ Check out Olympic Crest Insurance here: https://olympiccrest.com/ ---- Benefits Influencer is the #1 highest rated podcast for Employ…
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Global Benefits for US Businesses w/ Lewis Mosley
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Dennis sits down with Lewis Mosley, Founder & Director of UK-based BAS to discuss how US-based benefits brokers and advisors can help their clients with global employees. Lewis is a Director, Founder and lead Guardian Consultant at BAS He has over 10 years’ experience working within the global employee benefits space, most of which have been spent …
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How Brokers & Agencies Can Take Control of Q4 and Beyond w/ Jenn Walsh
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Dennis interviews CEO and Founder of GenuineShift, Jenn Walsh. Follow Jenn on LinkedIn: https://www.linkedin.com/in/walshjenn/ About Jenn: Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage…
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The Connected Future of the Employee Benefits Marketplace w/ Ryan Sachtjen
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Dennis interviews ThreeFlow Co-Founder and CEO, Ryan Sachtjen. ThreeFlow is a benefits placement system that benefits brokers and carriers can use to work together to be more efficient. Visit https://www.threeflow.com/ to learn more. --- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefi…
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What New Brokers Need to Know w/ Vinny Catalano
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Dennis Carlson returns as host of Benefits Influencer to interview Employee Benefits Broker Vinny Catalano, SVP & Partner at Lockton Insurance Brokers. ---- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch.…
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Benefits Influencer is taking a short hiatus this summer but will return soon with exciting new guests and topics. Stay tuned! Want to engage new leads on auto-pilot and increase your benefits revenue? Check out heyhunter.io and schedule a demo today.Autor: Agency Leverage
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Discover Your Secret Sauce w/ Becky Patel
28:27
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28:27
Ned 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. ---------------------------------------------- Hu…
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Employers Hold The Key To Fixing Healthcare In America w/ Josh Butler
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Ned interviews Josh Butler, President of Butler Benefits in Amarillo Texas. Josh has been in the industry for 15 years solving increasingly complex problems for clients. Josh shares his passion to help solve the America’s healthcare cost crisis. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Bro…
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Hyper Focused With A Niche w/ Cory Friedman
31:15
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Ned and Cory discuss the massive success and recognition Cory has experienced through focusing his efforts on a very specific niche. Cory shares how to have a niche and how to provide a depth of value to ensure you become a needed resource. Cory is passionate about what he does and believes other Benefits Consultants can find success by focussing o…
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2022 Benefits Trends w/ Alex Frommeyer
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Ned talks with Alex Frommeyer, CEO of Beam Dental about benefit trends for 2022. They discuss employees' increased desire for holistic benefits, the growing demand for a quality digital user experience, and the big shift from office-centric benefits to person-centric benefits. ---------------------------------------------- Hunter! Is the Automated …
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Creating Freedom In Your Agency w/ Hoy Kim
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Ned brings on Hoy Kim, the operations guru from Ned’s very own employee benefits agency. Eight years ago Ned found himself working way more hours than he wanted and going home worn out for his family. He went on a journey to find a solution. Over the past 7 years Hoy has created systems and processes that have helped their team become more effectiv…
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Ned reflects on what he learned from 2021 and how he will implement it in 2022. Helpful links: The One Thing - https://the1thing.com/ Atomic Habits - https://jamesclear.com/ The 15 Commitments of Conscious Leadership - https://conscious.is/ EOS and Traction - https://www.eosworldwide.com/ The Core Value Equation - https://therealdarius.com/book/ --…
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Creating A Marketing Strategy w/ Jessica Du Bois
28:27
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Ned interviews benefits leader Jessica Du Bois as she shares how any agency can build a successful marketing strategy. She emphasizes building solid connections with clients based on relationship, expertise, and technology. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleve…
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Online Marketing Basics w/ Jeff Grocky
28:19
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28:19
Ned talks with Jeff Grocky about basic marketing every benefits broker should be doing. Jeff works with many benefits brokers and consults/supports them in having an online presence. In this conversation you will discover some helpful hacks to simplify your marketing process. ---------------------------------------------- Hunter! Is the Automated S…
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The ROI of Offering Childcare Benefits w/ Jessica Chang
25:19
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25:19
Ned and Jessica discuss the importance of employers supporting their employees who are parents. Employers are impacted when employees can't come into work due to lack of childcare. Jessica is CEO and Co-Founder of WeeCare which provides concierge service to help employees find childcare that meets their needs. --------------------------------------…
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How To Close Deals With Tech w/ David Bryant
38:42
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Ned talks with BenTech leader David Bryant. David shares how he and his small team utilized technology to quickly grow his benefits agency. David built many of the tech tools he needed and eventually started MonarkHQ to make these tools available to other benefits brokers. ---------------------------------------------- Hunter! Is the Automated Sale…
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Ned Schaut takes a minute to reflect on the past year as new host of Benefits Influencer. The number one question he gets is, “how do I find more leads?” As a benefits broker and marketing agency owner, Ned shares personal insight on how to continue building a book of business once you have reached a level of success. ------------------------------…
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California and Federal Legislative Update w/ Dawn McFarland & Faith Borges
35:48
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In this episode, Dawn McFarland, the VP of Legislation on the board of the California Association of Health Underwriters, and Faith Borges, the Lobbyist for CAHU, join Ned Schaut to give a legislative update for California and Nationally. We discuss what is happening in the market and what to pay attention to over the coming months. We also dive in…
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Real Insurance Innovation w/ Mike Zarrillo
25:21
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25:21
Ned sits down with Mike Zarrillo, Chief Revenue Officer of Brella to dig into insurance technology and innovation. They discuss opportunities to utilize cutting edge technology, not only for ease of use, but to provide a better user experience as well. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benef…
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Relationships + Abundant Mindset = Successful Broker w/ Brad Davis
37:13
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37:13
Brad Davis returns for his third time on the show to share more secrets of successful brokers. Connect with Brad at linkedin.com/in/braddavisremade and learn more about California Association of Health Underwriters at cahu.org/home. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to a…
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The Whole Person Workplace w/ Dr. Scott Behson
29:59
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29:59
Ned and Scott discuss ideas from his book, The Whole Person Workplace. In Scott's journey of writing the book he discovered that employers who focus on putting the HUMAN back into HUMAN RESOURCES find growth and stability they may not have known were there. Learn more at scottbehson.com. ---------------------------------------------- Hunter! Is the…
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Process, Innovation, And A Personal Touch w/ Tom Avery
37:45
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37:45
Ned welcomes Tom Avery, Founder, President, CEO at Innovative Broker Services and Founder, CEO at Signal Sync. Tom shares how brokers can innovate their process to provide each client a personalized experience and customizable options. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go t…
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How to Outsource your Sales Manager w/ Rene Zamora
29:57
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29:57
Ned talks with Rene Zamora, President at Sales Manager Now & Author of Part-Time Sales Management. They discuss the pros, and not so many cons, of utilizing a part-time person instead of hiring full-time for this role. Learn more about Rene, his company, and services at salesmanagernow.com and find his book on Amazon. ------------------------------…
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Time – Our Most Valuable Resource w/ Geoff Woods
31:28
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Ned talks with Geoff Woods, Co-Founder & President at ProduKtive, VP at The ONE Thing, and host of The One Thing podcast. They discuss maximizing time management and productivity with extraordinary results. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline…
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Purchasing An Insurance Agency w/ Shawn Blofsky
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Ned talks with Shawn Blofsky, Owner & Broker/Consultant at EVO Insurance Services, Inc. about buying his first book of business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.…
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Maximizing Niche Markets w/ Eddie Murphy & Philip Cannon
31:07
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31:07
Ned talks with Eddie Murphy & Philip Cannon, founders of Evolved Benefits about solutions for specific niches to help brokers provide the best offerings for their clients. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you…
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The Power of Words w/ Thomas Blackwell
35:49
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35:49
Ned talks with Thomas Blackwell, inspirational speaker, author, and peak performing coach about many of the ideas from his book, The Liberty Of Our Language Revealed – We Bring About What We Talk About. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to …
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The Unknown Value of FSAs and HSAs w/ Rachel Rouleau
24:15
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24:15
Ned talks with Rachel Rouleau, VP, Compliance at Heath-E Commerce, the parent brand of FSAstore.com, HSAstore.com, and more as she breaks down health savings accounts and flexible spending accounts. Rachel shares just how advantageous these can be for both employees and employers. ---------------------------------------------- Hunter! Is the Automa…
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Understanding Level Funded Health Plans w/ Gary Ashley
35:45
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35:45
Ned talks with Gary Ashley, Executive Vice President at Allied National, about building and sustaining a lasting company before digging into the nuts and bolts of level funded health plans. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunte…
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The Power of a Niche w/ Brandon Scarborough
28:46
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28:46
Ned and Brandon discuss the strategies he used to gain success in growing his agency. Brandon shares the power of focusing on a niche and becoming a true expert in a particular field. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.…
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Learning to Scale w/ Dr. Frumi Rachel Barr
29:17
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29:17
Ned and Dr. Frumi became fast friends in 2020 over their shared love of the book Big Five for Life by John Strelecky. In this episode Ned and Frumi share the work they did together over the past year to prepare Ned's employee benefits agency to scale. This is a powerful conversation. ---------------------------------------------- Hunter! Is the Aut…
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Creating Compliance Partnerships w/ Christine Zinter
32:51
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32:51
Ned and Christine discuss her unique story of transitioning from 20+ years on the broker side of employee benefits to becoming an attorney. Christine shares insight on how brokers should establish partnerships to fill in the gaps of their expertise. It is important for brokers to understand their role and not put themselves or their clients in a je…
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Sell, Merge, or Status Quo? w/ Brad Davis
30:54
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In his return to the show, Brad shares valuable insights to consider when weighing options for future business decisions. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.Autor: Agency Leverage / Hurricane Brain Productions
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