Best Third Party Claims Management Podcasts (2025)

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A Guide to Selling Your Medical Practice 50:44

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1h ago50:44

50:44

AND, UNDERSTANDING PRIVATE EQUITY OPTIONS AND PRACTICE VALUATIONS AS YOU PREPARE TO SELL OR EXIT YOUR Practice Preparing to sell your medical practice is a complex process that requires careful planning and foresight. Starting early and conducting a thorough internal review, including financial and legal documentation, sets the foundation for a suc…

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Regaining Total Clarity and Control Over Your Business Finances 1:05:31

6h ago1:05:31

1:05:31

Our guest today is Katie, Owner of Coal Creek Ledgers "With over a decade of experience in managing business finances, I help owners like you cut through the noise, get clear on your numbers, and make confident decisions. I started this firm to help business owners step into their role as strategic leaders—not just operators. This is about more tha…

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10X Improvement in Value: Healthcare's "Experience" Economy with Shareef Mahdavi 48:46

4d ago48:46

48:46

Our guest today is Shareef Mahdavi. Shareef Mahdavi created the PX90 Practice Transformation program as the latest expression of his three-decade career helping doctors, practices, and companies in elective, self-pay medicine succeed by focusing on patient experience. PX Ninety is an immersive, action-driven program that helps healthcare profession…

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Episode #78 - The IA Glow Up & Grow Up- With 3 C’s and an H 1:01:39

5d ago1:01:39

1:01:39

Send us a text Independent adjusting—explained by the people shaping it. Chantal and co-host Heather sit down with Chris Stanley (IA Path) and Calvin Newman (MOCAT) to discuss the realities of an IA career: the challenges, opportunities, and how to thrive long-term. 💡 Topics covered: Independent adjusters as entrepreneurs The gap in training and fo…

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2025 Industry Conference - FAQs on Concierge Medicine FORUM 26:37

8d ago26:37

26:37

Register, see agenda, workshops, schedule, exhibitors and speakers and learn more at www.ConciergeMedicineForum.com

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Episode #77 - The Myth of the Bad Faith Boogeyman 1:01:07

19d ago1:01:07

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Send us a text Not every denied claim is bad faith. Not every mistake is a lawsuit waiting to happen. So why does it sometimes feel like “bad faith” is lurking around every corner? In this episode, Chantal and Heather Blevins (The Insurance Rebel) tackle the myths and realities of bad faith in insurance claims. They break down what bad faith really…

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OIG Alerts, RPM, Medicare and Your Practice: The Impact 1:33:48

23d ago1:33:48

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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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HSA Accounts vs. Account Holders and Cash Only Sub $99 Primary Care Considerations 50:54

1M ago50:54

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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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Episode #76 - Back to School with the Unfair Claims Practices Act 1:00:23

1M ago1:00:23

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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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FAQs About Physician Recruitment for Your Gradual Retirement and Succession

1M ago

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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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Episode #75 - Certificates of Insurance: The Most Misunderstood Document in Insurance 56:22

2M ago56:22

56:22

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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From the Vault: Concierge Medical Practice Valuation 101: What Is My Practice Worth? 45:55

2M ago45:55

45:55

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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Scarcity Marketing Explained: Application in healthcare. 23:18

2M ago23:18

23:18

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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Episode #74 - Adjusters, Reserves, and the Fine Line Between Insolvency and Bankruptcy 43:52

2M ago43:52

43:52

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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Why Are There So Many Concierge Medicine Practice Transactions? 1:15:52

2M ago1:15:52

1:15:52

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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Episode #73 - When Claims Get Ugly: Mastering the Tough Conversations 51:34

3M ago51:34

51:34

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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Would your practice survive if you took a were no longer in it? 45:22

3M ago45:22

45:22

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 29:59

3M ago29:59

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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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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations 26:10

3M ago26:10

26:10

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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New HSA Provisions and Who Bears The Weight of Education In Your DPC Practice 26:26

3M ago26:26

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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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The [Patient] Churn Concern 21:28

3M ago21:28

21:28

"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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Episode #72 - Let Freedom Ring Adjuster Superpowers 43:33

3M ago43:33

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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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TruAge epigenetic test tells you how old you really are on the cellular level. 1:00:08

3M ago1:00:08

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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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Our Summertime Annual Daddy-Daughter Podcast#! 22:22

3M ago22:22

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Today we jump on the airwaves with my daughter. We asked her 20-specific questions about healthcare, her Doctor's office experiences and what we can all do a little bit better to improve the healthcare experience for the next-generation patient! Enjoy!

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"Welcome to an easier way to pay for healthcare." 45:43

3M ago45:43

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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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Episode #71 When the Damage Is Repaired But the Stigma Remains 48:57

3M ago48:57

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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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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY 46:49

4M ago46:49

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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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Episode #70 - How Agents, Risk Managers, and Adjusters Can Actually Get Along 55:37

4M ago55:37

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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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Episode #69 - The Leadership Ladder: Amy Cooper Shares RISE's Vision for Insurance Professionals 24:51

5M ago24:51

24:51

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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BDL a value play? Plus thoughts on SG & BLMN 22:20

4M ago22:20

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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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(New Ep!) Legal Expert Weighs In on Today's Versions of Membership Medicine 1:22:36

5M ago1:22:36

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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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New Legal Considerations Ep. 🎙️ Concierge Medicine is Creating a Splash from the Windy City 💨 to the Sunshine ☀️😎 State: 1:10:51

5M ago1:10:51

1:10:51

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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🎙️(New Legal Insights Chat!) Cash 💰 Healthcare: How Does It Actually Work??? 1:22:36

5M ago1:22:36

1:22:36

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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Spotlight: a member-based, direct primary care practice (From the CMT Vault) 46:15

5M ago46:15

46:15

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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Episode #68 - Understanding the Hard and Soft Insurance Market 1:06:38

5M ago1:06:38

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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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CMT Spotlight: Baptist Health Concierge, first hospital-based concierge med program, Palm Beach Cty. 1:20:06

5M ago1:20:06

1:20:06

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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Episode #67 - Claims That Haunt Us: What Keeps Adjusters Up at Night? 45:13

5M ago45:13

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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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Five Cyclically Adjusted Valuation Frameworks 20:04

5M ago20:04

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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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CAEE™ 18:55

6M ago18:55

18:55

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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BFH , Credit card duopolies , retail stocks benefit? 23:14

6M ago23:14

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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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Finance as a Function in your Practice 1:08:42

6M ago1:08:42

1:08:42

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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Episode #66 - Start Repairs or Sit Tight? The Catch-22 of Property Damage Claims 47:29

6M ago47:29

47:29

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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CMT Spotlight on Concierge Medicine FOR "the Global Citizen" - HealthClic (U.K.) 1:06:30

6M ago1:06:30

1:06:30

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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Novelist Spotlight: The Playbook, by author Gary Parker, PhD 1:20:29

6M ago1:20:29

1:20:29

"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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Episode #65 - Matching Madness: Why Your Neighbor's New Roof Doesn't Mean You Get One Too 47:24

6M ago47:24

47:24

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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Dole Foods an asset play? 35:46

6M ago35:46

35:46

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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What is ‘bespoke care’? What is ‘concierge’ care? Are they the same? Different? 18:19

6M ago18:19

18:19

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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Healthcare's Villains, Allies, Obstacles and Heroes. 39:35

6M ago39:35

39:35

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Episode #64: Dents and Dollars: The Real Impact of Hail on Your Vehicle 49:56

6M ago49:56

49:56

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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Net net stock - VNDA 29:18

7M ago29:18

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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…