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The Art of Adjusting® Podcast

William Auten & Chantal Roberts

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Dive deep into the world of insurance claims with our podcast, newly rebranded as "The Art of Adjusting®"—a title echoing the revered book of the same name. This revamped podcast is not just a beacon for professionals navigating the adjuster landscape but also a wealth of insights for those curious about the intricacies of the industry. We're thrilled to announce that Bill Auten, owner of Auten Claims Management, will now share the mic with a stellar co-host, Chantal Roberts. Chantal isn’t j ...
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The DocPreneur Leadership Podcast

A Conversation Designed FOR Healthcare Professionals.

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Concierge Medicine Today's "DocPreneur Leadership Podcast" has become a trusted voice and is a recorded history of membership medicine in all it's various forms. From Concierge Medicine to Direct Primary Care (DPC) and everything in between it unpacks unique entrepreneurial insights in healthcare ranging from hospitality in healthcare from a patient perspective to interviewing healthcare leaders, Physicians, PAs, NPs, insurance and payor connections, attorneys, interior designers and more. T ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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Remote Patient Monitoring (RPM) has grown into a $500 million market in 2024, underscoring the remarkable demand for connected care solutions. This growth is more than just a number—it reflects a structural shift in how Medicare is approaching primary care. By Editor-in-Chief, Concierge Medicine Today/The DocPreneur Leadership Podcast Fall/Winter 2…
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Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE. The content is primarily designed for general informational purposes, targeting a healthcare professional audience. A…
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Send us a text ✏️ School’s back in session—and so is claims compliance. In this episode, Chantal and Heather Blevins break down the Unfair Claims Settlement Practices Act and what it really means for adjusters in today’s high-pressure environment. From documentation do’s and don’ts to why clear, proactive communication can keep you out of hot water…
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Today we unpack some of healthcare's succession and retirement trends Doctors should know about when considering hiring, replacing and leaving medicine better than how it found you! Craig Fowler, Founder & President of the Athenic Group, which helps Hospitals, Medical Practice Owners, UCs, Nurses, PAs, Doctors and others solve their healthcare recr…
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Send us a text Certificates of Insurance (COIs) look simple—but behind that one page is a world of fine print, pitfalls, and potential fraud. In this episode, Chantal and Sandy talk with Scott Margraves, a 33-year insurance veteran and founder of COI’s R Us, about what COIs actually do (and don’t) prove. You’ll hear: Why 9 out of 10 COIs are issued…
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Helping Physicians Better Understand the Business Valuation Models Used in the Marketplace Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States Host: Michael Tetreault, CGSP® Learn More: https://wealth360advisors.com/ Recording Date: 2020 (C) Concierge Medicine Today, LLC. All rights reserved. About C…
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What if you positioned your practice like Tim Hortons in the land of Dunkin’? By Editor-in-Chief, Concierge Medicine Today/Host, The DocPreneur Leadership Podcast So, I’m riding shotgun with my teenage son who some of you have met, Matthew, riding through Moose Jaw, Saskatchewan (yes, that’s a real place in Canada—not a children’s book or a lumberj…
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Send us a text In this episode of The Art of Adjusting® Podcast, Chantal and Sandy break down the often-confused differences between bankruptcy, insolvency, and reserves—and why every adjuster should understand how their decisions impact a carrier’s financial stability. From SpongeBob memes to real-life cautionary tales, they show how financial ins…
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Most physician owners of concierge medicine practices do not have experience going through a practice sale or major partnership transaction -- here are some helpful and practical recommendations to consider. By Dana Jacoby and Gary Herschman[1] Over the last several years there has been a growing trend of consolidation and partnership transactions …
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Send us a text Ever had to break bad news to a policyholder already on the verge of tears—or threats? In this episode, Chantal and Sandy share real-world strategies adjusters actually need (no vanilla “just be empathetic!” advice here). 🎙️ You’ll learn: ✅ What to do when a claimant starts crying—or yelling ✅ How to set expectations without sounding…
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While it’s easy to pick on concierge medicine practice for its highly visible moniker, small medical offices outside of this niche space are often more guilty of this than concierge practices. Here are ten compelling reasons why this marketing strategy is flawed: By Editor-in-Chief, Concierge Medicine Today While concierge medicine aims to deliver …
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Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially, but the number may grow in the future when HSA-qualified plan enrollees realize how cost certainty for primary care, a focus on maintaining health, and assistance in navigating other care based on price and quality dovetail with their financi…
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Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…
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The second provision solves a somewhat arcane HSA problem for individuals and families that have a special arrangement with their primary care doctor, known as a “direct primary care” arrangement. Under these arrangements, people pay their doctor a monthly (or annual) fee instead of paying their doctor only when they are seen in person. Today, DPC …
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"Focus on the why people stay — not just that they can leave." By Editor-in-Chief, Concierge Medicine Today Why are some small medical offices in low cost (i.e. sub $99/pmpm) cash-only subscription-based healthcare delivery talking so much [in the past year I've noticed!] about "the churn", "you can leave at anytime" or telling patients, "There's t…
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Send us a text In this episode of The Art of Adjusting® Podcast, Chantal and Sandy explore the superpowers that adjusters need to thrive in one of the most demanding and misunderstood professions. From clear communication and empathy to pattern recognition and relentless follow-through, adjusters wear many capes—whether they realize it or not. You’…
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Hannah Went is the Co-Founder of TruDiagnostic, a leading health data company and CLIA-certified laboratory that specializes in epigenetic testing and research.. Hannah is also the creator and host of the Everything Epigenetics Podcast. She is a molecular biologist by day and content creator by night and speaks with the most knowledgeable physician…
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"When I was in grad school Mark Zuckerberg rented my house to move 'TheFacebook' to California as seen in The Social Network." ~Andy Schoonover, CEO, CrowdHealth LISTEN TO FULL PODCAST EPISODE LEARN MORE, Visit: https://www.joincrowdhealth.com/ CrowdHealth provides you a portfolio of tools, seamlessly woven together, that creates a beautiful, low c…
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Send us a text What happens when a rental property is fully repaired after a tragic event… but no one wants to live there? In this episode, Chantal and Sandy tackle a tough listener question from Dave Iadanza about insurance coverage, loss of rent, and reputational harm after a violent crime. We walk through the real-life case of a triple homicide …
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In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…
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Send us a text In this episode of The Art of Adjusting® Podcast, Chantal is joined by guest co-host Sandy Avina to unpack the messy—but fixable—world of insurance collaboration. What happens when adjusters, agents, and risk managers all think they’re steering the ship? Spoiler: chaos. But it doesn’t have to be that way. We cover: ✔️ The surprising …
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Send us a text Ever wondered what it takes to transform an entire industry's culture? Amy Cooper, founder and CEO of RISE (Rising Insurance Star Executives), joins the Art of Adjusting podcast to reveal exactly how she's making it happen in the insurance world. "I wanted this and it didn't exist for me, so I just said, ok, I'm going to build it," A…
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Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …
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Today our guest is an old friend, a musician and an expert in cash healthcare and compliance, Jim Eischen, Esq. James Eischen, Esq (Jim Eischen) is a licensed California attorney with over 32 years of experience handling complex corporate, business planning, health care and real estate matters. He received his J.D. from the University of California…
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Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. She represents numerous concierge medicine practices and has extensive experience with other innovative practice models. She also advises her clients – including physicians and physician groups, dentists, behavioral health clinicians, an…
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Today our guest is an old friend, a musician and an expert in cash healthcare and compliance, Jim Eischen, Esq. James Eischen, Esq (Jim Eischen) is a licensed California attorney with over 32 years of experience handling complex corporate, business planning, health care and real estate matters. He received his J.D. from the University of California…
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A while ago we sat down with Direct Primary Care (DPC) Physician and true "DocPreneur" in our hearts and minds, Dr. Brian Blank. We'll unpack what 2020 was like, what led Dr. Blank to move into this practice model and lessons learned along the way for others. By Michael Tetreault, Host/Editor and Dr. Brian Blank "I grew up in the small town of Wate…
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Send us a text The hard and soft market cycle remains one of the insurance industry's most powerful yet least understood forces. In this eye-opening conversation with industry veteran Chris Burand, we peel back the curtain on what's really happening within carrier boardrooms during the current market hardening. Most insurance professionals under 40…
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Baptist Health South Florida Concierge Medicine offers a personalized healthcare experience with a proactive approach to your health and wellness. We give you extended one-on-one time, offering a concierge medicine environment that combines a comprehensive physical examination with exclusive personal services. By Editor-in-Chief, Concierge Medicine…
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Send us a text What keeps insurance adjusters up at night? From catastrophic losses that inspire genuine nightmares to the frustration of policy limitations that leave families vulnerable, our latest episode delves into the claims that haunt adjusters long after they're closed. Bill and Chantel share their most memorable cases, including the heart-…
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Description: Learn more about the Market and stocks through CAEE™ Dale’s Solo Investors Podcast LLC provides educational content and financial market analysis powered by our proprietary process called CAEE™ . CAEE™ is a unique analytical framework designed to help market participants, researchers, and learners better understand index performance an…
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Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ — Patent Pen…
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Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …
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Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry, her hands on involvement having delivered over $500M in savings across hundreds of clients. As the founder of the Excelstra, Eunicia and her team provide unbiased wealth strategy coaching and hands on consulting to 7 …
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Send us a text Every adjuster encounters that frustrating situation where an insured has received their claim check but refuses to start repairs. They're stuck in limbo, paralyzed by the belief that beginning work means surrendering their right to coverage for additional damages that might be discovered later. This episode explores the psychology b…
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Priyanka founded HealthClic in 2015, with a desire to create a concierge medical practice that offers families unparalleled access to a distinguished HealthClic physician. An expert who dedicates their full expertise to the well-being of you and your family. Someone who knows you so well that they anticipate your medical needs, advocate for you, an…
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"It touches on a lot of topics: Finding peace with our past. Gender. Race. Grief. Relationships. Growth. Living in a small town. It speaks to other common experiences for us adults and for teenagers." ~David, January 2025, Book Review, Amazon By Editor-in-Chief, Concierge Medicine Today, Host, The DocPreneur Leadership Podcast I love to read! Like …
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Send us a text To understand how hail damage affects buildings and insurance claims requires understanding both the technical aspects of damage assessment and the human element of homeowner expectations. In this enlightening solo episode, Chantel Roberts dives deep into the world of structural and roof hail damage claims, offering critical insights…
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Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…
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Bespoke care and concierge care are both innovative approaches to healthcare, but they serve different purposes. By the Editor-in-Chief, Concierge Medicine Today. Words are my passion. While I’m not perfect at grammar (obviously!), I do manage every now and then to string a few thoughts together that resonate with some Physicians out there. I’m als…
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Send us a text When the sky pelts your vehicle with ice, the damage goes far beyond cosmetic dents—it triggers a cascade of insurance decisions that could impact your wallet for years to come. In this comprehensive guide to automotive hail damage claims, Bill and Chantel tackle the complex world of total loss declarations, salvage titles, and dimin…
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Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…
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"My work with NutriDyn enables me to support functional medicine doctors and their patients in optimizing health through evidence-based nutritional supplements. I offer corporate wellness services, both in person and through telemedicine, designed to enhance the health and productivity of professionals in high-stress industries." By Editor, Concier…
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Today we catch up with Zak Holdsworth! LISTEN TO FULL EPISODE ... ACCESS ALL THE LATEST PODCASTS AND CMTs BACK CATALOG ... Our conversation touched on the following (and much more!): DPC Simplified: What sets DPC apart and why it’s worth considering, plus addressing common misconceptions. Scaling Success: Strategies for streamlining operations, ove…
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CONCIERGE MEDICINE TODAY IS THE INDUSTRY'S TRADE PUBLICATION, EST. 2007. DISCLAIMER: THIS SITE DOES NOT CONSTITUTE MEDICAL, FINANCIAL, LEGAL OR OTHER PROFESSIONAL ADVICE. © 2024 CONCIERGE MEDICINE TODAY, LLC. ALL RIGHTS RESERVED. THIS CONTENT/SITE IS NOT WITHOUT ERROR OR OMISSIONS.By Concierge Medicine Today LLC
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Send us a text This week’s podcast dives into the world of claims made versus occurrence policies, shedding light on their significant differences and implications for those in the insurance industry. Our guest expert, Fred Fisher, shares valuable insights gained from decades in the field, offering critical information for both current and aspiring…
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Maria founded Rebellious with the intention to help people live and age with vitality, alignment and balance in all areas of life. By Editor, Concierge Medicine Today Today our podcast guest is a close friend and colleague of yours in concierge medicine, Maria Angelova. Maria collaborates closely with healthcare providers, corporate leaders, and en…
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Send us a text In this episode, we sit down with Heather Blevins, the renowned "Insurance Rebel," to explore the crucial role of resilience and relationships in claims adjusting. As professionals in a high-stakes, high-stress industry, adjusters face unique challenges that require more than technical expertise—they need strong connections and a sup…
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