Stop Quoting Spreadsheets. Use Forensic Audits to Win Clients. episode artwork

EPISODE · Mar 3, 2026 · 35 MIN

Stop Quoting Spreadsheets. Use Forensic Audits to Win Clients.

from Accelerate Your Insurance Sales Podcast · host Andy Neary

Most brokers pitch self-funding as a silver bullet for cost containment, focusing on administrative fees and stop-loss premiums. But they ignore the elephant in the room: the actual claims data. If you are only trying to shave 10% off the admin fee - which represents just 15% of the total cost - you are completely missing the opportunity to find massive savings in the 85% of the pie that actually matters.My guest, Jeff Borglund, Co-Founder of IntegroIQ, joins me to explain why forensic claims auditing is the ultimate wedge strategy to win and retain self-funded clients. We break down the difference between a targeted audit and a forensic review, and why employers are choosing "ignorance" despite mounting ERISA fiduciary lawsuits. If you want to differentiate your agency and offer a cost-containment strategy that requires zero employee disruption, this is the episode for you.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(00:00:35) The Sausage Salesman: Jeff’s Unconventional Path to Insurance (00:02:19) The Forbes Article That Changed Everything (00:06:34) What is Claims Payment Integrity? (And Why is it a Blind Spot?) (00:07:33) Forensic Audits: Finding the $69,000 Mammogram Mistake (00:12:22) Shifting from "Identify and Recover" to "Identify and Prevent" (00:14:02) Fiduciary Ignorance: Why Employers Put Their Heads in the Sand (00:21:04) Fraud, Waste, and Abuse: The Most Common Billing Errors (00:25:05) How Brokers Use IntegroIQ as Their Back-Office Data Team (00:30:35) Jeff’s Morning Routine: Coffee, Scripture, and High-Altitude HikingCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:completegameu.com/agaSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/

Most brokers pitch self-funding as a silver bullet for cost containment, focusing on administrative fees and stop-loss premiums. But they ignore the elephant in the room: the actual claims data. If you are only trying to shave 10% off the admin fee - which represents just 15% of the total cost - you are completely missing the opportunity to find massive savings in the 85% of the pie that actually matters.My guest, Jeff Borglund, Co-Founder of IntegroIQ, joins me to explain why forensic claims auditing is the ultimate wedge strategy to win and retain self-funded clients. We break down the difference between a targeted audit and a forensic review, and why employers are choosing "ignorance" despite mounting ERISA fiduciary lawsuits. If you want to differentiate your agency and offer a cost-containment strategy that requires zero employee disruption, this is the episode for you.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(00:00:35) The Sausage Salesman: Jeff’s Unconventional Path to Insurance (00:02:19) The Forbes Article That Changed Everything (00:06:34) What is Claims Payment Integrity? (And Why is it a Blind Spot?) (00:07:33) Forensic Audits: Finding the $69,000 Mammogram Mistake (00:12:22) Shifting from "Identify and Recover" to "Identify and Prevent" (00:14:02) Fiduciary Ignorance: Why Employers Put Their Heads in the Sand (00:21:04) Fraud, Waste, and Abuse: The Most Common Billing Errors (00:25:05) How Brokers Use IntegroIQ as Their Back-Office Data Team (00:30:35) Jeff’s Morning Routine: Coffee, Scripture, and High-Altitude HikingCONNECT WITH ANDY NEARY📲 Schedule a free discovery call:completegameu.com/agaSubscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:https://podcasters.spotify.com/pod/show/andy-neary7 🎯 Subscribe to the podcast on YouTube 🎥:https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg💬 Join the Complete Game text community:Text the word BROKER to 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/andy_neary/

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Stop Quoting Spreadsheets. Use Forensic Audits to Win Clients.

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How long is this episode of Accelerate Your Insurance Sales Podcast?

This episode is 35 minutes long.

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This episode was published on March 3, 2026.

What is this episode about?

Most brokers pitch self-funding as a silver bullet for cost containment, focusing on administrative fees and stop-loss premiums. But they ignore the elephant in the room: the actual claims data. If you are only trying to shave 10% off the admin fee...

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