AI, Cyber Threats & the Next Era of Benefits Advising

In this episode of Healthcare Happy Hour, host David Saltzman sits down with Daniel Metcalf, president of CyberFin and co-leader of NABIP’s Cybersecurity & AI Task Force, to discuss how cyber threats and artificial intelligence are rapidly reshaping the health insurance and benefits industry. Daniel explains why the task force was created, the growing risks facing agencies and clients, and how increasingly sophisticated cyberattacks are targeting both businesses and vulnerable consumers. The conversation explores practical steps advisors can take to strengthen cybersecurity, comply with evolving regulations, and prepare incident response plans. Daniel also shares insights into how AI is transforming agency operations, improving scalability and client engagement, while highlighting the importance of responsible adoption, data protection, and maintaining the human relationships that remain central to the advisor role.