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Benefits Influencer

Agency Leverage

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Every week we hear from the leaders that are impacting, innovating and elevating Employee Benefits and HR. If you’re looking for actionable insights for your business or your clients, you’ll find them here.
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The Growth Collective

Susan Morgan Bailey

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The truth is...organizations that focus on creating a thriving workforce are more successful now and later. Join Susan Morgan Bailey, Marsh & McLennan Agency Culture & Wellbeing Practice Leader, for discussions with executives and practitioners as they break down the art and science of building successful organizations through thriving team members. If you believe it is possible to take care of your people and be successful in business too and aren't quite sure how to get there, the Growth C ...
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In this episode of Benefits Influencer, host Dennis Carlson interviews Steve Santangelo, Chief Revenue Officer at Garner Health, about their unique approach to healthcare cost management through provider quality assessment. The conversation offers benefits brokers and consultants valuable insights into innovative solutions for addressing rising hea…
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In this episode of Benefits Influencer, host Dennis Carlson sits down with Sina Chehrazi, founder and CEO of Nayya. Nayya is an AI-powered platform that unlocks the value of Health & Wealth programs for employees in real time. They discuss how Nayya is transforming employee benefits by connecting disparate data points to create a personalized exper…
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In this episode, Dennis Carlson sits down with Kristen Rivers, SVP of Sales at ParetoHealth. They discuss how mission-aligned benefits consultants and employers can access premium healthcare solutions typically reserved for large companies through captive healthcare models, highlighting the limitations of traditional fully-insured and level-funded …
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In this episode of Benefits Influencer, host Dennis Carlson interviews Rachel Schneider, the CEO and founder of Canary, a company revolutionizing how employers support their workforce during times of crisis. Canary manages employee emergency relief funds, allowing companies to formalize a compassionate and equitable response when employees face une…
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Brandy Burch, CEO and founder of benefitbay, joins Dennis to discuss Individual Coverage Health Reimbursement Arrangements (ICHRAs). Brandy shares her expertise on the evolution of the ICHRA market, strategic considerations for brokers, and the importance of a comprehensive technology platform for successful ICHRA implementation. Listen in as we di…
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Dennis chats with Ryan Koo, an Employee Benefits Consultant who specializes in working with digital health companies. Ryan has just returned from the HLTH conference and shares his recap of the conference as well as his view on the digital health space. Tune in to learn about how digital health companies should be thinking about the employer channe…
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Dennis Carlson and Benefits Influencer return with a recap of InsurTech Connect (ITC) with CEO & Co-Founder of Zoë Foundry, Garrett Viggers. Check out Zoë Foundry at www.zoefoundry.com Reach out at [email protected] Benefits Influencer is the #1 podcast for Employee Benefits Brokers and Advisors.By Dennis Carlson
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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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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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This episode features an organization that is truly doing the deep work necessary to evolve culture. My guests, Mychal Coleman Associate Vice President of Human Resources at Grand Valley State University and Lindsey DesArmo, Interim Director of Talent Management at GVSU, began the journey of culture evolution when they realized a few years ago, the…
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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 [email protected] visit https://armadacare.com/ for more info…
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Dr. Marcus Collins is back on the podcast to talk about his new book For the Culture: the power behind what we buy, what we do, and who we want to be. Listen in a Marcus highlights why it's essential to be clear on what you stand for as an organization and the importance of being intentional about building culture; why we buy the things including w…
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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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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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My guest for this episode is Victor Cho. A passionate consumer advocate, Victor was most recently the CEO at Evite where he led the company successfully through COVID-19 and returned it to growth, financial health, and a successful corporate buy-out. He is also the creator of the 4th Stakeholder Framework on improving stakeholder capitalism. Victor…
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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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50 years of research has shown an individual's sense of purpose and understanding of how they matter to an organization predicts motivation, productivity and the performance of an individual and the overall business. A lack of feeling relevant and connected to the purpose within a job or organization is one of the drivers of the Great Resignation, …
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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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People are living longer and that can mean they are working longer. Where there was once a 1st act – work and then a second act – retirement, there now may be a 3rd or even 4th act. The effort to attract and engage great talent has pushed organizations to invest in the wellbeing and growth of all of their people – meeting them where they are at and…
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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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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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Historically, about 1 in 4 working adults in the United States met clinical criteria for having a behavioral health condition. The consequences of leaving anxiety, depression, alcohol, drugs, and other common behavioral disorders unidentified and untreated have negative impacts in several areas relevant to employers. These problems influence absent…
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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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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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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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There are many reasons driving employee disengagement and departures these days. The latest episode aims to shed light on how to address one of the drivers – lack of connection. My guest, Art Markman and I explore the difference between family, neighbors and strangers – how you treat them and what you expect from them and what we can learn from the…
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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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Dr. Richard Safeer leads the employee health and well-being initiative, Healthy at Hopkins at Johns Hopkins Medicine. He also advises the institution on matters related to health plan benefits, occupational health and the employee assistance program. He has published many journal articles and regularly speaks on employee health and wellbeing, in pa…
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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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It is possible to offer a highly engaging and rewarding work experience in a manufacturing environment and this episode provides insight into a few ways to accomplish this goal. This episode features truckbed cover and accessory manufacturer, Diamondback Covers CEO, Ben Eltz and Chief People Offer, Morgan Forney. Listen in as Ben and Morgan share t…
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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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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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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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In 2022 and the focus for employers has expanded well beyond physical wellbeing to include financial and mental wellbeing (in most companies) and social, community and professional wellbeing in organizations that have taken a more comprehensive approach. The wisest employers recognize creating a culture of health requires an intentional, multi—leve…
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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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There is a belief that we can all get what we want if we just pull up our bootstraps and go for it. But what happens to those who simply don't have boots? It's tough for someone to move forward if they don't have the basics. This episode is about a business that looks at business differently…My guest for this episode is Tom Vozzo, CEO of Homeboy In…
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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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Everyday across the globe, people bring their whole selves to work. They bring every experience from the moment they are born to the moment before they walk in the door each day. All of it. The good, the bad, the traumatic. The stuff they bring can be called the Social Determinants of Health. The determinants are big buckets of factors – environmen…
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Summer Replay 2022: We're revisiting a few relevant & helpful episodes from the past until we return with a new episode in Late August 2022. Earlier this year, MIT Sloan Management Review published a survey that revealed that toxic culture is the leading predictor of employee departures. My guest for this episode proves positive cultures have the o…
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Summer Replay 2022: We're revisiting a few relevant & helpful episodes from the past until we return with a new episode in Late August 2022. The best companies relentlessly focus on their contribution to the world and the humans in it and trust the effects (profitability, growth, lower turnover, etc.) will follow. Culture and how people feel when t…
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Summer Replay 2022: We're revisiting a few relevant & helpful episodes from the past until we return with a new episode in Late August 2022. Employees are more likely to stay with an organization if they believe they can thrive there. What factors influence thriving in an organization? It is more than perks and benefits. It's the daily experience o…
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It is possible to turn a culture around. This episodes guest is proof positive. From toxic to family. It takes work and commitment at all levels in the organization. The payoff - a company with staying power, happy employees and long-term potential. My guest for this episode is Corey Stowell, VP of Human Resources at Webasto Americas. Corey's passi…
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Mental and behavioral health challenges affect 1 in 4 adults worldwide. Given that the majority of awake time is spent at work, the workplace is an ideal setting for promoting good mental health. For employers, supporting a healthy workforce, particularly one emotionally and cognitively healthy, can also drive productivity, improve attendance, prod…
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This podcast is focused on helping organizations create spaces where employees can thrive so the business can thrive too. This episode's guest leads an organization that so seriously believes in the purpose of thriving it's woven into the customer and employee value propositions. Ki Hammer is president and CEO of Ghafari, a global engineering, arch…
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Recent data (from January 2020 – a little laggy due to the pandemic) showed there were 580,466 people experiencing homelessness in Amerca. 70% were individuals and the rest were people living in families with children. They lived in every state and territory and reflect the diversity of the US. Homelessness is a big topic that plays a role in indiv…
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Everyday organizations are working hard to attract and retain talent and in this tight labor market, they're employing a lot of tactics to draw people in from signing bonuses to expanded benefits. Behavior science tells us, tactics like this only inspire short-term commitment. In order to engage talent long-term...the culture must nurture employees…
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