Benefits Influencer

Dennis Carlson / Agency Leverage

Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry.

  • 23 minutes 7 seconds
    Big Benefits for Small Business w/ Ty Wang

    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 tailored for small to medium-sized businesses.

    Ty Wang is the Co-Founder and CEO of Angle Health, the digital-first, fully-licensed health insurance platform. Before founding Angle Health in 2019, Ty was at Palantir, where he met his co-founder Anirban Gangopadhyay. Before moving into the tech space, he spent seven years working for the US Government in Field Operations and as Foreign Liaison Officer. He has a Bachelor’s degree in Electrical and Electronics Engineering, as well as a Bachelor’s in Systems Engineering, from Washington University in St. Louis. He splits his time between Salt Lake City and Denver.

    More info at https://www.anglehealth.com/

    https://www.linkedin.com/in/tyw/

     

    13 September 2023, 3:30 pm
  • 32 minutes 38 seconds
    AI and The Future of Healthcare

    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 we can expect in the future.

    Check out Season 1 Episode 3 for the earlier interview we reference in this episode.

    Find Chris on LinkedIn here: https://www.linkedin.com/in/chriskrusiewicz/

    Check out Burnham Benefits here: https://www.burnhambenefits.com/

     

    9 August 2023, 3:30 pm
  • 26 minutes 5 seconds
    Winning New Business in a Micro-Niche w/ Charles Specht

    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 [email protected]

    19 July 2023, 3:30 pm
  • 27 minutes 46 seconds
    Discover Your Secret Sauce w/ Becky Patel

    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.

    5 July 2023, 3:30 pm
  • 20 minutes 22 seconds
    Benefits Communication Strategies to Drive Value w/ Chesley Gaddis

    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:

    [email protected]

    http://intrepid7.com/

    21 June 2023, 3:30 pm
  • 25 minutes 55 seconds
    Executive Benefits: A Tool to Attract & Retain w/ Rachel Rutherford

    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

    24 May 2023, 3:16 pm
  • 28 minutes 6 seconds
    Leveraging Social Media for Sales w/ Spencer Smith, CSFS

    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 Plansight visit: https://www.plansight.com/

     

     

     

     

    19 April 2023, 6:59 pm
  • 38 minutes 22 seconds
    Winning with Ancillary: 3 Strategies for Benefits Advisors w/ Kevin Curran

    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 medical insurance.

    Kevin uncovers some key group life and disability policy provisions that every advisor should be aware of.

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    for more content for Benefits Brokers and Advisors visit: benefitsinfluencer.com 

    29 March 2023, 3:30 pm
  • 26 minutes 51 seconds
    Positioning Disability Insurance: Strategies for Benefits Brokers w/ Chris Carlson

    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 Manager and Branch Manager, he formed his own independent Disability Insurance Marketing Organization in 1995.   Chris's organization eventually became the D.I. sales office for Ascensus Insurance Services. When Ascensus was purchased by BISYS, he became the National Sales Manager for the BISYS D.I. Center.    Chris founded The D.I. Coach to fill the education void left by the disability insurance carriers. He combines his knowledge of the D.I. industry with his coaching expertise to provide a truly unique perspective in his coaching of producers.

    Chris is the author of six books to include, Prospecting Through Positioning For The Financial Advisor, The Napkin Advisor and The Broker’s Broker. He works with producers to help them fill their pipelines with highly-qualified prospects while establishing themselves as the recognized authority in their market niche.

    Reach out to Chris at [email protected]

    https://www.thedicoach.net/

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    More great episodes and sponsorship opportunities at: http://benefitsinfluencer.com/

    8 March 2023, 4:30 pm
  • 25 minutes 28 seconds
    Executive Benefits: Solutions for What Keeps Owners Up at Night w/ Helen Ornellas

    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, Helen represents many different insurance companies offering a wide variety of coverage options and price points. Her goal is to take the confusion and uncertainty out of buying Life Insurance, Long Term Care, and Medicare, and help you make sense of it all.

    She specializes in helping business owners understand their coverage and find the right solutions for the future. Helen is an active member of the National Association of Health Underwriters (NAHU) and has held various leadership roles at the local and state levels. 

    More info at https://ornellasinsurance.com/

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    For more episodes and insights for Employee Benefits Brokers and Advisors, check out http://benefitsinfluencer.com/

     

     

     

    22 February 2023, 8:12 pm
  • 23 minutes 37 seconds
    The Hidden Cost of Bad Benefits Data w/ Shannon Goggin

    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 friction for members — while paving the way for frictionless benefits that are easy to understand and easy to use. Shannon Goggin is the CEO and co-founder of Noyo. Before starting Noyo, she was a product manager, building benefits software that showed off the powerful role technology can play in improving people's experience with their benefits. Shannon lives in San Francisco, where Noyo is based.

    visit https://www.noyo.com/ for more info.

     

    8 February 2023, 4:30 pm
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