Phil is the Chief Operating Officer of Complete Captive Management Services. He entered the captive world more In 2010, after his 25 years as a Paramedic actually brought him into this world accidentally. Phil was one of the early warriors out there telling the story of Employee Benefits Captives long…
Geniece is a Principal at EPIC Insurance Brokers, and has spent her entire year in the employee benefits and consulting space. In this episode, we discussed her perspective on self-funding, as well as her interest in cryptocurrency, nomad capitalism, and her love for music as a choir director at her…
Preston was recommended separately to me by two industry peers, so I anticipated that it would be an exciting conversation, and he certainly didn’t disappoint. Not only is he an expert in Employee Benefits & Underwriting, but Preston also used to moonlight as a youth soccer coach for many years…
Vince is VP of Sales at Partners MGU, a stop loss managing general underwriter with a unique business model that allows their clients an opportunity to financially benefit from the sale of the company in the future. Vince came on the show to discuss his upbringing in Detroit as the…
Matt shares his journey from being an All-American Golfer at the University of Texas, to spending 5 years as a professional golfer, to eventually finding his passion in the insurance world as a Benefits Consultant.
Dwight Mankin is the President of WebTPA, a third party administrator with the tagline "We Do Weird" because they focus on large group self-funded clients that want to build a customized health plans for their unique needs. Dwight is a successful serial entrepreneur, a devoted husband, father and grandfather, and…
Colin is a Senior Advisors of Employee Benefits, with over two decades of experience. He takes a technical approach to self-funded, with a degree in Management Information Systems, and he really has a strong finger on the pulse of where the industry is going.
The product of two parents who were medical doctors, Will knew his future didn’t lie specifically in medicine, but rather found himself consumed by fixing the broken insurance payment model. With successful ventures in payroll, and FSA/HSA/Cobra administration, he’s now set his sights on lobbying for Direct Primary Care with…
Chris Wilson is Executive Vice President of Business Development for Healthcare Highways - a "health plan built on a high-performance network that delivers quality care, cost savings, and sustainable value." They are aiming to drive down cost and increase quality of outcomes simultaneously by delivering a tailored healthcare network to…
his is a sales strategy where you land a smaller transaction with a new client first, then after delivering on your promises and building trust, you then focus on expanding the partnership by adding on additional products and services. However, it's not just in sales that this tactic works, but…
Benjamin Prinzing is the Founder & CEO of Rover Analytics, a company on a mission to help small group employers get access to claims data by scraping member EOB's (Explanation of Benefits). Ben is a serial entrepreneur and started his journey in the healthcare and wellness world over a decade…
TJ Hutchings is the Manager Director of Employee Benefits for Higginbotham in Fort Worth, Texas. He's one of the absolute best people I know in the insurance industry, and he came on to share his journey into benefits, as well as a very moving story about overcoming a rare form…
In this clip, TJ Hutchings of Higginbotham Insurance shares his story of overcoming a form of pediatric cancer called "Ewing Sarcoma" at the young age of 17. His story is obviously one of triumph, but it no doubt changed the trajectory of his young life, as well as the perspective…
It's slower...It's less sophisticated...It has no tech...but I don't care because it sounds amazing and it's way more fun! In this video I explain the rationale behind trading in a 2016 BMW M3 for a 2010 Roush 427R Mustang. It's got 435hp/400 ft-lb of torque 5-speed manual transmission It squeals…
Megan Chiarello is Vice President of Marketing for WellNet Healthcare, who provides turnkey level-funded and self-funded solutions to small and mid-market companies. Megan brings a fresh voice and interesting perspective to a more traditional and slow-moving industry, and she is helping spread the word about a great solution for employers…
Today, Mike is a Benefits Consultant with Hotchkiss Insurance, but long before that, he had an incredible journey as a troubled teen, then becoming a Youth Pastor for about 15 years, then turning his sights to the private sector to succeed as one of the top sales people in the…
My most shameful moment happened about 20 years, and I share that story as well as how I overcame my lack of confidence.
Anthony Russo is an Executive Regional Manager for Voya Financial, and has spent his entire carrier working on the carrier side of the insurance world. Anthony has a wealth of knowledge to share about the value of a partnership with a large, director writer of stop loss like Voya, and…
Dan Labroad is the founder and CEO of Ovation Health and Life Services, a full service insurance consulting firm, with a specialty in self-funding. Dan is also a serial entrepreneur with a long track record of building successful business, and he bought and sold his first company (a paper route)…
This episode features Patrick Martell of ClaimDOC. Patrick came on the show to discuss one of my favorite topics - Reference Based Pricing (RBP)! I love the potential of RBP to reduce plan spend, but I am no expert, so I asked Patrick to come to tell us the who,…
Andy Near is an ex-professional baseball player, who channeled his playing experience into a successful insurance career, before finding his real calling - becoming a high performance coach for Insurance Producers. Beyond that, Andy is an excellent storyteller and a strong advocate for utilizing content creation to build your personal…
In this Episode, Craig Clemente, President & COO of Specialty Care Management (SCM), came on the show to discuss the growing problem of Outpatient Dialysis, and how his organization specializes in controlling the cost of this treatment for self-funded employers.
Rachel Strauss is Director of Strategic Development at EHIM, "national, privately held, woman-owned (WBENC) Pharmacy Benefit Manager (PBM) and Third-Party Administrator that helps organizations proactively contain rising prescription and healthcare costs." Rachel joined me on the show to discuss the role of a PBM, the hidden costs and dark money…
