Leveraging Social Media for Sales w/ Spencer Smith, CSFS
Release Date: 04/19/2023
Finance Has Entered the Chat: Innovative Cost-Savings Solutions w/ Steve Santangelo
Benefits Influencer
In this episode of interviews , Chief Revenue Officer at , 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 healthcare costs at a time when employers are seeking more effective alternatives to traditional health plans. ------------------------------------------------- Steve Santangelo brings his decade of carrier-side experience to explain how Garner Health uses data analytics to identify high-quality healthcare providers and...
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Connecting Health and Wealth: The Future of Personalized Benefits w/ Sina Chehrazi
Benefits Influencer
In this episode of sits down with , 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 experience throughout the benefits lifecycle - from enrollment decisions to ongoing usage and claims. Sina shares insights about the fragmented benefits ecosystem, the critical role of employee benefits consultants, and the future of benefits technology integration. Key Takeaways: Personalized...
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Mission Alignment: Employers & Consultants w/ Kristen Rivers
Benefits Influencer
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 plans while emphasizing the value of actionable data transparency and stronger contractual protections available through alternative funding approaches. Key Takeaways The healthcare market is at a watershed moment where employers are seeking...
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Supporting Employees in Times of Crisis w/ Rachel Schneider
Benefits Influencer
In this episode of , host interviews , 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 unexpected hardships. Schneider, drawing from her extensive experience researching the financial well-being of working Americans, shares her journey of creating Canary and its impact on countless lives. Listeners will gain invaluable insights into: The step-by-step process of establishing and...
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ICHRA: Are You Playing Offense or Defense? w/ Brandy Burch
Benefits Influencer
, CEO and founder of , joins 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 discuss how to go from a defensive ICHRA strategy to playing offense to better serve employer clients. Show Notes (generated using AI) Brandy's Background and benefitbay (2:00): Brandy discusses her background in accounting and finance and her extensive...
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Digital Health Companies: A Benefits Consultant Perspective w/ Ryan Koo
Benefits Influencer
Dennis chats with Ryan Koo, an Employee Benefits Consultant who specializes in working with digital health companies. Ryan has just returned from the 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 channel as well as the employee benefits consultant channel. Ryan also shares his view of what's most exciting for the future of digital health. Connect with Ryan on LinkedIn:
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Innovating in Employee Benefits w/ Garrett Viggers
Benefits Influencer
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 Reach out at .
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Big Benefits for Small Business w/ Ty Wang
Benefits Influencer
Dennis chats with Ty Wang, Co-Founder & CEO of . 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...
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AI and The Future of Healthcare
Benefits Influencer
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: Check out Burnham Benefits here:
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Winning New Business in a Micro-Niche w/ Charles Specht
Benefits Influencer
This episode originally aired in January 2020 from 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
info_outlineDennis 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/