The ShiftShapers Podcast

We invited Chris to talk about why the post-ACA environment has exacerbated a long-standing problem that is ripe for non-traditional solutions. He believes that consumers should be able to make provider and procedure decisions using the same kind of tools available to them in nearly every other consumer arena. We discuss the types of quality metrics and tools the benefit advisors need to be aware of and what types of plan designs can benefit from such a service.

Get full show notes and more information here: http://bit.ly/1viSNr2

Direct download: SHIFTSHAPERS038.mp3
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Today on ShiftShapers podcast, we welcome Peter Schaub, president and CEO of NeoCertified. Peter is our go-to subject matter expert for learning about email encryption and security solutions. With the news of last week's hack attack on Sony it is a great time for your practice to take some simple steps that secure your email communications.

 

Get full show notes and more information here: http://bit.ly/1r9GRw7

Direct download: SHIFTSHAPERS037.mp3
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Join us to find out how Tobe was able to shape her successful referral-based long term care specialty practice and how it is doing in today’s environment. Learn about what tools and techniques are most effective in working with long term care clients and prospects and why the current trend of using riders on life plans may not always be the best solution for your clients.

Get full show notes and more information here: http://bit.ly/1uwtqBH

Direct download: SHIFTSHAPERS036.mp3
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On this episode of ShiftShapers podcast, we welcome Craig Scurato, founder and managing member at Simplifi Benefits. Post ACA, Craig has crafted some tools and techniques that make the process of writing group insurance a lot less painful for employers. Included in his strategy is a unique approach to crafting and deploying direct pay primary care networks by working with physicians eager to find new practice models themselves.

Get full show notes and more information here: http://bit.ly/1whN77p

Direct download: SHIFTSHAPERS035.mp3
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Today, we’re talking to Craig Lack, CEO of Premium Reduction Strategies. He is a best-selling author and nationally-recognized health care expert and an expert on self-funding who has appeared on ABC, CBS and FOX as well as in a number of national publications.

Get full show notes and more information here: http://bit.ly/11El300

Direct download: SHIFTSHAPERS034.mp3
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I invited Mindy to share her inspiring journey of becoming an independent broker as well as her unique approach to insurance. Find out how she was able to successfully evolve The Insurist from an online term life company to a successful group benefits advisor using old-world agency management techniques coupled with new-world technology.

Get full show notes and more information here: http://bit.ly/1vzpffg

Direct download: SHIFTSHAPERS033.mp3
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On this episode, we speak to Bob about the DI marketplace in general and guaranteed standard issue DI in particular. Tune in to find out how you can deliver more value, drive more revenue and differentiate your practice with this often overlooked product.

Get full show notes and more information here: http://bit.ly/1yzfkmu

Direct download: SHIFTSHAPERS032.mp3
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In may practices and organizations, the laser focus on strategy overshadows another critically important component of business – our culture. Rick Bauman, our guest for this episode, will explain why culture defines your organization, and drives brand, customer satisfaction and has a direct correlation to productivity. In an age where differentiation is a huge challenge for many organizations, culture is perhaps the biggest differentiator of all.

Get full show notes and more information here: http://bit.ly/1xfQusr

Direct download: SHIFTSHAPERS031.mp3
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Today, we are very pleased to speak with Phil Wilkins, director of Partner Development at GuideSpark. Phil is an expert on the subject of modern communication strategies and he shares his thoughts on new strategies to communicate important benefit concepts to employees.

Get full show notes and more information here: http://bit.ly/10bNYI0

Direct download: SHIFTSHAPERS030.mp3
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This week on the ShiftShapers podcast, we are very excited to bring you a great conversation with Shane Wolverton, senior vice president of Corporate Development for Comparion Medical Analytics. Shane's research shows that despite the constant historical focus on "cost", the real opportunity to drive down medical spend is to focus on quality.

Drawing on 20 years of experience in the field, Shane discusses how benefits advisors can take what may seem to be a complicated tangle of measurements and create a simple, easy-to-understand system that engages employees and employers alike. Shane will explain why, in the final analysis, "Quality is cost."

Get full show notes and more information here: http://bit.ly/1uYZajj

Direct download: SHIFTSHAPERS029.mp3
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Taylor Pechacek is a Product Manager at Maxwell Health, a company its beginnings in wellness. Today, the company is changing their value proposition and helping to shape the employee experience by shifting the way employees can elect and manage a much wider range of benefits in a year-round private exchange setting.

Get full show notes and more information here: http://bit.ly/1y3htHI

Direct download: SHIFTSHAPERS028.mp3
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On this episode, Jonathan shares his insight into how internet-connected devices are going to start shaping the health and wellness profiles in the post-ACA world. Find out how consumers are currently using tools like HealthJibe to incorporate health risk management and prevention into their daily digital routines.

Get full show notes and more information here: http://bit.ly/1vWIqeO

Direct download: SHIFTSHAPERS027.mp3
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On this episode of ShiftShapers, we welcome Dr. Erika Bliss, President and CEO of Qliance, a Seattle-based pioneer in the Direct Pay Primary Care (DPPC) practice model. A pioneering firm established in 2006, Qliance is delivering impressive results by focusing on an in-demand primary care model. With the increased personal responsibility consumers face with today's plan designs, DPPC is becoming increasingly significant in helping to keep patients healthy while helping them to manage out of pocket expenses.

Get full show notes and more information here: http://bit.ly/1rbCTwm

Direct download: SHIFTSHAPERS026.mp3
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This week, it is a privilege to be speaking to a principal of Bottom Line Solutions, Nelson Griswold. Nelson is a prolific public speaker and columnist whose audiences know him as a thought leader and authority in the area of consultative selling. He is also the author of the industry best-seller book, Do or Die.

Get full show notes and more information here: http://bit.ly/1yuaBXD

Direct download: SHIFTSHAPERS025.mp3
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Today, we welcome the founder and CEO of miEdge.biz, Mark Smith, to ShapeShifters. The miEdge application is an affordable and easy to use service that combines an intuitive interface to a database and search engine of Department of Labor Health/Welfare Employee Benefits information.

Get full show notes and more information here: http://bit.ly/1ran2RY

Direct download: SHIFTSHAPERS024.mp3
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This week we are speaking with Gustav and Eric Hoyer, brothers who have created a start up named after the ancient Roman physician Galen of Pergamon. Galen is a start-up organization whose goal is to empower individual consumers to find quality medical care within certain pricing restraints.

Get full show notes and more information here: http://bit.ly/ZkFfDd

Direct download: SHIFTSHAPERS023.mp3
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On this episode of the ShiftShapers Podcast, we are very pleased to be speaking with Dr. Gerry Herbison. Gerry is the Director of the Chartered Leadership Fellow designation and Assistant Professor of Management at The American College.

Tune in to learn about the generations shift that is happening in the insurance and benefits world and how we can create environments that attract and retain Millenials.

Get full show notes and more information  here: http://bit.ly/WoeGey

Direct download: SHIFTSHAPERS022.mp3
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This week, we are talking to Eric Raymond, co-founder of BenefitVault. Reconciling and paying bills for benefit arrays with a multitude of carrier bills creates a huge hassle for employers and HR departments.  The post-ACA emphasis on voluntary and non-insurance benefits has exacerbated an already nettlesome problem.

BenefitVault shaped that shift into a simple and elegant solution that advisors can provide to alleviate this problem - and the objections that come from proposing a multi-carrier benefit array.

Get full show notes and more information here: http://bit.ly/1lBmo0M

Direct download: SHIFTSHAPERS021.mp3
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With the increase in complexity in our industry, coupled with advisor's need to provide more value in their client interactions, honing presentations skills is a must.  Tune in to learn how you can create presentations that resonate, build trust, inspire action and help you close sales.

Get full show notes an more information here: http://bit.ly/1tvo5gi

Direct download: SHIFTSHAPERS020.mp3
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Tune is as Bill tells his story of how he ended up in the insurance sales and marketing field after building a number of successful businesses. Bill also dives into some of his popular techniques that will help you to shape the shift with your clients and prospects. Don’t miss this episode full of game-changing tactics and advice for building trust and becoming a broad-based advisor to your clients.

Get full show notes and more information here: http://bit.ly/1l7853T

 

Direct download: SHIFTSHAPERS019.mp3
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 This week on the Shiftshapers Podcast, we are talking to Dr. Jeff Rice, the CEO of Healthcare Bluebook. Dr. Rice is a physician and attorney who was Director of Managed Care for Duke University and CEO and president of a large health plan created by New York Life and Duke University before starting Healthcare Bluebook.

Get full show notes and more information here: http://bit.ly/1lMtqKw

Direct download: SHIFTSHAPERS018.mp3
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It is my pleasure to bring Von Burba of IAG to the program. Von is a seasoned insurance professional who saw companies in the large group market shifting to payroll services and saw the opportunity to shape that shift into a new conduit point for delivering employee benefits.

Get full show notes and more information here: http://bit.ly/1o1jWkb

 

Direct download: SHIFTSHAPERS017.mp3
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Today, Kevin Trokey joins us on the program.  Kevin is a founding partner of Q4Intelligence , a consulting firm dedicated to removing the barriers that keep independent benefits and insurance agencies from becoming feared competitors.  The company’s goal is to educate, coach and help insurance brokers diversify their offerings so they aren't exclusively dependent on health care.

Get full show notes and more information here: http://bit.ly/1rHOLfr

Direct download: SHIFTSHAPERS016.mp3
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It is my pleasure to welcome Ben Geyerhahn to the program. Ben is the CEO and founder of Benestream, a company that helps identify employer’s Medicaid-eligible employees and makes it easy for them to enroll in Medicaid. This provides a more appropriate plan design for that population while taking them off their employer’s core plan.

Get full show notes and more information here: http://bit.ly/1u0YGyv

Direct download: SHIFTSHAPERS015.mp3
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This week, we welcome Reid Rasmussen, co-owner and president of Texas-based Freshbenies.  Reid is a former Canadian whose background informed his insight into the future of American healthcare reform and helped him to shape the shift by creating a unique product offering that provides help to those dealing with today’s health care designs.

Get full show notes and more information here: http://bit.ly/VXiymI

Direct download: SHIFTSHAPERS014.mp3
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 I invited John Spann the program to discuss innovative conversations he is using to position more traditional benefits in a post-reform market.

A 63-year old third-generation property & casualty insurance agency with an internal benefits practice, Spann Insurance was created by John’s grandparents in 1951. Learn how John’s family-run agency has been able to re-evaluate its benefits practice and help clients create employee appreciation in the light of health care reform.

Get full show notes and more information here: http://bit.ly/1m2ZAFi

Direct download: SHIFTSHAPERS013.mp3
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I invited Jimmy to the show to share how he was able to build a successful employee benefits business stay on top of his game for 15 years without ever selling an insured product. In a post-PPACA world, where brokers are diversifying their practices, some are considering adding these plans to their portfolio. Learn how Jimmy approaches the market and how his experience and strategy can help you as well.

Get full show notes and more information here : http://bit.ly/TBNmIs

Direct download: SHIFTSHAPERS012.mp3
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When Dr. Larry Barton became president in 2003, the college was in crisis. Utilizing his extensive experience, Dr. Barton restructured and honed the college’s focus in order to enhance its presence as a leader in financial education. Tune in to find out what changes Dr. Barton helped make that will ensure that American College will continue to thrive and what the future holds for the seasoned educational institution.

Get full show notes and additional information here: http://bit.ly/1iuyp6m

Direct download: SHIFTSHAPERS011.mp3
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This week, I am pleased to bring John Garven on the program. John is the founder and president of Benico, an employee benefit brokerage and consulting firm based in the Mid-West Chicago area.

I invited John on the show to talk about the shift he made from a traditional commission-based model to his current fee-based practice. John shares the details of his transition, as well as the key elements of a fee-based model. For anyone interested in pursuing this model, John imparts insightful advice that can help your business thrive.

Get full show notes and addition information here: http://bit.ly/1pXFRH3

Direct download: SHIFTSHAPERS010.mp3
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This week, we are pleased to have Jennifer Borislow, the founding principal of Borislow Insurance in Massachusetts. She is an author, industry thought leader and past president of the Million Dollar Round Table.  

Listen is as Jennifer shares an incredible story of how she learned the value of disability income insurance, and how it changed her practice forever. Don’t miss this insightful episode!

Get full show notes here: http://bit.ly/1kMkqZQ

Direct download: SHIFTSHAPERS009.mp3
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In addition to creating a presence for his company, Rogers Benefit Group, in a new, carrier rich environment, Jeff Hogan has created unique partnerships with his brokers that help them to deliver an engaging, modern and consultative approach to employee benefits.

Listen to this episode to learn about Rogers Benefit Group's innovative and successful approach. See how you can adapt their model to your practice to bring greater value and differentiate your agency.

Direct download: SHIFTSHAPERS008.mp3
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Can waste in healthcare be eliminated without being disruptive, while also engaging physicians and creating transparency? We’re pleased to welcome Frank Roby to the program today, to answer this question.

Direct download: SHIFTSHAPERS007.mp3
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Listen in to learn how TBX recreated enrollment software that engages, educates, and enhances the selling process and which can be provided and customized at no up-front cost. Joe will explain the reasons why his system is a great differentiator for brokers and how his new approach helps to market employee benefits more effectively.

Direct download: SHIFTSHAPERS006.mp3
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Today, we welcome to the show Tony Boquet, vice president of the American College. He runs the program called the Center for Veteran Affairs, which helps veterans returning from different conflicts around the world to get the needed education to obtain employment.

Direct download: SHIFTSHAPERS005.mp3
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On today’s episode, we are speaking with Mel Schlesinger, the creator of the LinkedIn Lead System.

Direct download: SHIFTSHAPERS004.mp3
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