Benefits Influencer

Jellyvision CEO Amanda Lannert has been leading the organization since 2000.  ALEX, Jellyvision's primary product, is a fun, smart, and empathetic employee communication platform used by over 1,000 companies including many of the Fortune 500.  ALEX helps over 17 million employees understand and enroll in their employee benefits (amongst other things). In this interview, Amanda shares how culture is not only at the core of the company but how it bleeds into the products Jellyvision creates and how those products are delivered. Listen in for unique and truly groundbreaking insights on how to make your next meeting amazing, what a "humanistic selling experience" looks like, and what the single most forgotten truth in business is. Shout outs to Daniel Pink and Chip Conley Resources mentioned: Optimize Me The Culture Code - by Daniel Coyle The CEO Next Door - by Elena Botelho & Kim Powell Find Amanda Lannert: https://www.linkedin.com/in/amandalannert/ Visit Jellyvision and ALEX: https://www.jellyvision.com/  

Dr. Josh Luke is a Futurist who teaches at the University of Southern California and the author of Health-Wealth: Is Healthcare bankrupting your business? 9 Steps to Financial Recovery. We discuss what it means to be an engaged healthcare consumer, why it's important and how to do it.  Starting with three P's Planning, Personalization, Prevention Employee Benefits Brokers can find the assessment Dr. Luke mentions that you can use for your clients here: https://www.health-wealth.com/assessment/ Find Dr. Luke and his book using the links below: Dr. Josh Luke - LinkedIn Health-Wealth - speaking, podcast, assessments, certification Health-Wealth Book - Amazon  

Jim Morrison is the President and Founder of Morrison Insurance Services in Carlsbad, CA. After 29 years in the Employee Benefits industry, Jim has honed how he works with referral partners in order to grow his agency year after year. Appearing on the Inc. 5000 list two years in a row, Jim knows a thing or two about growing an insurance agency, the right way. We discuss how he's been able to build a referral network of what is now 22 referral partners to consistently add new clients. We also discuss his role as VP of Legislation with the California Association of Health Underwriters (CAHU) and how it helps the broker community as well as the clients they serve. For more information on Jim, Morrison Insurance Services and CAHU go to: https://www.linkedin.com/in/morrisoninsurance/ https://misbenefits.com/ http://cahu.org/

Our guest on this episode is Dave Chase, the Co-Founder of the Health Rosetta. The Health Rosetta an open-source blueprint for the next generation’s health ecosystem that is focused on replacing our current system’s flawed practices and reversing the health care status quo. Dave’s first book, “The CEO's Guide to Restoring the American Dream: How to Deliver World Class Healthcare to Your Employees at Half the Cost" became a Kindle #1 bestseller. His latest book -- "The Opioid Crisis Wake-up Call" outlines how the opioid crisis isn't an anomaly, but rather a logical (and tragic) byproduct of our catastrophically dysfunctional healthcare system. In Dennis Carlson's interview with Dave Chase we discuss: How healthcare is already fixed and how we can replicate the fixes. Why the opioid crisis isn't an anomaly but rather IS our healthcare system. How employee benefits brokers and advisors can help. Listeners of Benefits Influencer can get a free copy of Dave's latest book, The Opioid Crisis Wake-Up Call here. Connect with Dave Chase and Health Rosetta: https://twitter.com/chasedave https://www.linkedin.com/in/chasedave/ https://healthrosetta.org/    

In this Benefits Industry Executive interview, we talk to Kevin Timone, the Senior Vice President of Sales at LISI, one of the largest general agencies for employee benefits in the state of California. Kevin shares his ideas on what separates the good from the great in small group benefits brokers. His 17 years running the state's only small group private exchange, CaliforniaChoice, gives him a distinct point of view on how brokers market, sell and service their small group clients. It all starts with mindset . . . For more information on Kevin and LISI visit: LinkedIn: https://www.linkedin.com/in/kevin-timone-b145897/ LISI: https://lisibroker.com/

In this Agency Executive interview, we chat with Erik Hansen, President of Silicon Valley-based employee benefits brokerage, The Vita Companies. We discuss why Employee Engagement is at the heart of what The Vita Companies brings to their employer clients.  We dive into how Erik and his team raise employee comprehension of the benefits program and how Vita helps employees adopt existing health and wellness tools that are built into health plans but often overlooked. https://www.linkedin.com/in/erikhhansen/ http://www.vitacompanies.com/    

Dr. Kristin Kahle, known by her friends and colleagues simply as Dr. K., joins us to talk about the what Employee Benefits compliance issues employers and brokers are facing in 2018.   Dr. K is the CEO and Founder of NavigateHCR, which is focused on "Making Health Care Reform Compliance easy for employers." We discuss why it's not too late to get compliance for 2018 and some simple and actionable steps that both brokers and HR professionals can take. In particular, Dr. K shares how Q4 reporting to the IRS can be simplified for employers. https://navigatehcr.com/ https://www.linkedin.com/company/navigatehcr/ https://www.linkedin.com/in/dr-kristin-kahle-615a2316/    

This week Chris Krusiewicz, VP at Burnham Benefits joins us as we focus on the idea of Exponential Healtcare and why employers should have a Digital Healthcare Strategy. Artificial Intelligence, blockchain, and genetics may be buzzwords that get people to click headlines but when it comes to healthcare they have a lot to offer. In this episode, we scratch the surface of how these and other new technologies are helping employers "skate to where the puck is going", as Wayne Gretzky put it. We also discuss the Exponential Healthcare Conference, coming up in Orange County on Oct. 10, 2018.  The conference will be a deep dive on the topics we discuss in this episode. https://www.linkedin.com/in/chriskrusiewicz/ https://exponential.healthcare/ http://www.burnhambenefits.com/

In this, the pilot episode of Benefits Influencer, we talk with Brad Davis, Partner and VP Employee Benefits at WSR.  Brad tells us about his first day on the job as a broker and how that set him on a trajectory to make education at the center of how he approaches employee benefits.   

In this episode we talk with Garrett Viggers, Co-Founder and Sr. Enterprise Sales and Strategy Executive at Limelight Health. We discuss the role of technology and how it can improve the employer and benefits broker experience.  We also talk about the future of employee benefits technology and AI.