PODCAST · business
ConnectCast Podcast
by Amwins Connect
Podcast by Amwins Connect
Episodes
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Clearing Up Misconceptions About Level-Funded Plans
Learn how brokers can address misconceptions about level-funded health plans. David Cardwell, Market Specialist at Amwins Connect, talks with Vicki Schmelzer - President of Amwins A & H Underwriters. They address misconceptions about the complexity and risk of level-funded plans, emphasizing the...
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What You Need to Know to Sell Level-Funded Plans (Part 2)
If you want to sell level-funded plans, don’t miss Part II of this insightful podcast from Dave Cardwell, our Amwins Connect Market Specialist. What You’ll Learn • Key Differences between fully insured and level-funded plans • What to consider before switching to a level-funded plan • How…
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Is a Level-Funded Plan Right for Your Client? (Part 1)
If you want to see if a level-funded plan is right for your group, don’t miss Part I of this fact-filled podcast from Dave Cardwell, our Amwins Connect Market Specialist. What You’ll Learn • The evolution from fully insured HDHPs to level funding • How level funding differs from self-funding and...
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Revisiting the Special Open Enrollment Period
We revisit this informative episode in which Magan Eubanks, Amwins Connect Regional Sales Manager for Los Angeles, gives a refresher on the Special Enrollment Period (SEP), also known as the Federal Enrollment Period. As the SEP is fast approaching, learn how groups can take advantage of relaxed...
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Revisiting Top 5 Q4 Pitfalls to Avoid
Jenifer Rossi uses her wealth of underwriting experience to identify the top 5 things that trip up groups during Q4. She offers tried and true tips for a smoother group submission process. New Business Cut Offs: California (https://www.amwinsconnect.com/broker-resources/cutoffs-ca) Arizona...
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Small Group Solutions from Blue Cross® Blue Shield® of Arizona
In this episode, we wrap up our self-funding series by learning more about Blue Cross Blue Shield of Arizona's small group solutions. Kathryn Mattson, Director of Small Group Sales and Service for Blue Cross Blue Shield of Arizona (BCBSAZ), discusses the benefits of small group balance funding...
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Self-Funding Options from Blue Cross® Blue Shield® of Arizona
In this episode, Cari Stinchcomb, Blue Cross® Blue Shield® of Arizona Director, Large Group Sales Services, introduces us to their large group self-funding solutions, including health programs and stop loss options.
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Level Funding Options in the Northeast
In this episode, we are joined by Regional Sales Directors Christopher Condon and Steven Dzik to discuss level-funding options in the Northeast. United Healthcare’s Dennis Markell, Account Executive, tells us more about their All Savers program, which combines self-funding advantages with…
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How Cigna is Bringing Big Benefits to Small Groups
In this episode, Brett Rodarte, Senior New Business Manager (under 500), discusses Cigna's level-funding and self-funding options. Learn how Cigna is bringing big benefits to small groups. We discuss what makes Cigna unique in the market, such as their network.
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Level Funding 101
Join us to kick off our new series on self-funding options. In this episode, Regional Sales Director, Desaré Kallingal, gives a self-funding refresher with the top five things you need to know. Over the next several weeks, we're highlighting our carrier partners for a deep dive.
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The Operations Team Powerhouse
Chip Murray, Senior Vice President, Operations, discusses how the Operations team makes sure that groups get through enrollment smoothly and that brokers get the expertise they need.
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Our Sales Tools ─ Your Secret Power
We’re excited to introduce you to more of what the Intel team is all about. In this conversation with Mona Mehta, Vice President Business Development, we talk about how Intel works to enable brokers to have the right tools at the right time. We discuss some of our favorite sales tools and how…
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Amwins Connect Administrators: The Mid-Atlantic’s One-Stop Shop for Quoting and Renewals
In this episode, we feature David Cardwell Sr., Executive Vice President of Business Development, and Mike Donahoe, President of the Columbia, MD office of Amwins Connect Administrators. In this introduction to Amwins Connect Administrators, we talk about the experience and stability that their...
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Build Your Client Base with Inbound Marketing - Part 2
In this episode, Jeff Grocky, Amwins Connect VP of Marketing, returns to discuss how brokers can target a broader audience with inbound marketing strategies. We also discuss how the Amwins Connect Marketing team helps brokers develop successful marketing campaigns. Hubspot 2021 State of Marketing...
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Growing Your Agency with the Amwins Connect Broker Marketing Program - Part 1
This year, we started our conversation by talking about what Amwins Connect brings to the table and showcasing some of our resources and our amazing team. Marketing VP Jeff Grocky joins in to discuss how Amwins Connect is here to support brokers at all stages of their business and how marketing…
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Amwins Connect Solutions for Ancillary Benefits
In our last episode of 2021, we are joined by Ely Schaffer, Regional Sales Associate, to discuss the importance of Ancillary. Don’t miss the opportunity this Q4 to be your clients’ one solution for all their group benefits. Learn why your groups care about ancillary benefits and how to start the...
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Get Ready for the Special Open Enrollment Period
In this episode, Magan Eubanks, Amwins Connect Regional Sales Manager for Los Angeles gives a refresher on the Special Enrollment Period (SEP), also known as the Federal Enrollment Period. As the SEP is fast approaching, learn how groups can take advantage of relaxed enrollment and contribution...
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Avoid These Top 5 Q4 Pitfalls
Jenifer Rossi uses her wealth of underwriting experience to identify the top 5 things that trip up groups during Q4. She offers tried and true tips for a smoother group submission process. New Business Cut Offs: https://www.amwinsconnect.com/broker-resources/cutoffs-ca...
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Q4 California Marketplace Overview
Q4 is right around the corner and we have a few Q4 prep episodes coming your way. In this first episode, Rebekah from the Intel team gives a Q4 California Marketplace overview. Catch up on rate impacts, underwriting changes, and relaxed underwriting guidelines. Carrier Updates -...
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Voluntary Retiree Benefits
In this episode, Peter Meyer, Sales Associate, Business Development at Amwins Group Benefits introduces us to Voluntary Retiree Benefits. With this program, your clients can offer group retiree benefit plans while Amwins Group Benefits does the heavy lifting. With voluntary plans, the group can...
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Catch Up with CoPower, Part 4 ─ Delta Dental
We are wrapping up our Summer with CoPower by revisiting Delta Dental. Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California talk about Delta Dental’s exciting new 2021 portfolio. We review where Delta Dental came from and where...
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Catch up with CoPower, Part 3 ─ Unum
This week, we continue our Summer with CoPower series. General Manager Dan Frey and National Market Strategist Ken Doyle are joined by T. J. Gustafson, Unum Managing Director to discuss life and disability benefits. We look at why Unum is a unique player in the market and talk about the…
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Catch Up with CoPower, Part 2
Join us for the second half of the conversation, Catching Up with CoPower. General Manager, Dan Fry and National Market Strategist, Ken Doyle talk about what CoPower brings to the table, from finding the right fit for each group through their unique portfolios to providing powerful HR resources…
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Catch Up with CoPower
Join us for the first of our podcast summer series as we catch up with CoPower. General Manager, Dan Fry and National Market Strategist, Ken Doyle talk about a powerful portfolio that makes CoPower unique in the market. We discuss the value of placing a case through CoPower and get a hint of...
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Delta Dental Mini Episode
Need a quick refresher on a revamped portfolio for Delta Dental of California? Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California catch us up! Want to learn more on CoPower? Tune in to our upcoming summer series!
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ChoiceBuilder® Mini Episode
Ever wonder about ancillary options from ChoiceBuilder®? Listen in for a quick update with Michael Payton, SVP, Sales & Account Management, CHOICE Administrators and David McClintock, Vice President of Sales.
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Kaiser Permanente® Mini Episode
Ever wonder how Kaiser's unique model works to ensure quality of care? Listen in with Kaiser Permanente® President of the Professional Staff at Southern California Permanente Medical Group - San Diego, Dr. William T. Tseng to learn more.
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COBRA & the American Rescue Plan Act with Jeff Strong of Sterling Administration
How the American Rescue Plan Act is affecting COBRA is on the top of our minds. In this episode, Jeff Strong, Vice President of Sales at Sterling Administration, catches us up on what we need to know. Let us be the expert in your ear so you can be the expert to your client. We’ll cover: • Who is...
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Delta Dental’s Exciting New 2021 Portfolio
In this episode, we are joined by Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California to talk about Delta Dental’s exciting new 2021 portfolio. We review where Delta Dental came from and where they are heading. Lisa and Jeff...
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Catching Up with CaliforniaChoice
In this episode, Michael Payton, SVP, Sales & Account Management, CHOICE Administrators and David McClintock, Vice President of Sales, catch us up on CaliforniaChoice in 2021. We talk about the website revamp, review underwriting changes, and get a couple of hints at coming expansions. As always...
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Kaiser Permanente® - What’s New and What’s Coming + COVID Updates
In this episode, we discuss COVID-19, the vaccine roll-out, and how Kaiser Permanente® has been uniquely equipped to respond to the pandemic. Featuring Kaiser Permanente® President of the Professional Staff at Southern California Permanente Medical Group - San Diego, Dr. William T. Tseng MD MPH…
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Cigna + Oscar - Plans Positioning & Value Adds
In this episode, we get to know our new carrier partner – Cigna + Oscar -- a little better. Amwins Connect Bay Area Sales Reps Jessica Carroll and Tia Colzani join C+O’s Sales Director – West Region Michael Lujan and Oscar’s Senior Market Development Executive Kaylan Kelsen to talk plans,...
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Sterling Administration: 5500 Compliance Drill Down
In this episode, featuring Jeff Strong, Vice President of Sterling Administrators, we discuss what employees need to do to keep their groups compliant. We cover the basics including what Form 5500 is and when it’s due. Jeff also describes the services that Sterling offers to help brokers who have...
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Anthem Blue Cross: Specialty Stand Outs
This episode features Jan Hollander, Anthem Blue Cross Small Group Specialty Sales Executive. She describes what makes Anthem Specialty standout like their integrated care and low participation guidelines. We also discuss how Anthem has responded to COVID-19 with innovative solutions like...
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Get Ready for the Special Enrollment Period
In this episode, Magan Eubanks, Amwins Connect Regional Sales Manager for Los Angeles gives a refresher on the Special Enrollment Period (SEP). As the SEP is fast approaching, learn how groups can take advantage of relaxed enrollment and contribution requirements. While small groups are stressed…
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Anthem Blue Cross ˗ Exciting Things on the Horizon for Q1
This episode features Mark Ciciarelli, Manager of General Agent/Carrier Relations at Anthem Blue Cross. Mark previews some exciting changes on the horizon for Q1. Rates are decreasing while network flexibility is increasing. We also look at some unique plan options. We discuss how Anthem stands…
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Top Five Things that Trip Up Groups During Q4
In this episode, Jenifer Rossi, Team Manager, New Business Department at Amwins Connect, uses her wealth of underwriting experience to identify the top 5 things that trip up groups during Q4. She offers tried and true tips for a smoother group submission process. Topic ideas? Contact us at...
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MetLife - A Comprehensive Portfolio for Employers
In this episode, Jake Aguis and Joe Fink update us on MetLife's comprehensive portfolio. We take a look at what MetLife been doing to create more of a focus on small business and how they are creating advantages for groups under 100 lives. We discuss the exciting changes to the 5-9 market. And we...
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Our Dedicated Ease Resources – Making Enrollment Easier Than Ever This Q4
With Q4 on the horizon, we're discussing how brokers can navigate a successful busy season with our partners and our own resources. In this episode, Frank Estrada, Regional Sales Director and Rodney Endriga, Broker Sales Representative explain how the Ease platform guides groups through the...
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Sutter Health Plus - Provider Driven Health Care for Northern California
In this episode, Vice President of Sales Rob Carnaroli and Account Executive Sean Donnalley discuss how Sutter Health’s network is an integrated system with comprehensive patient services and quality health programs. As a not-for-profit HMO, Sutter Health Plus is a provider-sponsored health plan...
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Western Health Advantage – Care Rooted in Community
In this episode, we talk about Western Health Advantage with guests Elizabeth Hargett, Sales Director and Brian Christy, Sr. Sales Executive. As a regional carrier in northern California, we look at what makes Western Health Avantage a unique HMO option, including their community involvement and...
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Broker-Friendly Payroll from Heartland
Listen to this episode for a deep dive into our broker-friendly payroll partner, Heartland. Learn about their extensive Payroll Services and HR Support from Clifford Gibson, Vice President - Strategic Payroll Partnerships, Michele Holmes, Payroll Territory Manager, and Ursula Behiel, Payroll...
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Introducing Our Partnership with Humana
Meet our new partner, Humana. Market Vice President Brian T. Sullivan, RHU, REBC, FLMI, MHP, CHRS introduces Humana’s story and focus on well-rounded health. Humana’s holistic approach includes an extensive line of ancillary products. We discuss EAPs and the increasing focus on mental health in…
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Sharp Health Plan – California’s Highest Member Rated Health Insurance
In this episode, we chat with Sharp Health Plan’s Sales Director, Don Truong and Small Group Account Executive, Cheryl Cote. Sharp’s strong regional focus means stable enrolled groups and networks that are curated to meet local needs. We discuss the unique option to select the Sharp Rees-Stealy...
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Aetna: Delivering Benefits That Are Local, Flexible, Integrated, and Affordable
In this episode, Aetna discusses their relationship with CVS including MinuteClinics and the coming Health Hubs located in select CVS locations. Their focus on care with heart, that’s closer to home, and feels whole weaves through every aspect of their service, from wide network options to…
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MediExel: The Next Generation in Crossborder Healthcare
Learn how MediExcel brings San Diego employers a unique option with cross-border care and dependent-only plans. Gustavo Garcia, Senior Sales Manager of MediExcel and Romina Camacho, Sales Support Manager describe an extensive urgent care network in San Diego and Imperial Counties. With extended...
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Introducing Our Partnership with Guardian
Learn how our new partnership with Guardian Life offers unique product solutions for your small employer clients with Dental, Vision, Life, Disability, Critical Illness, and Accident. This episode features Joe Colwick, MBA, GBDS Channel Manager, Strategic Partnerships of Guardian Life and Michael...
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Canopy Health: Reinventing Healthcare in the Bay Area
This episode features Denise Vance-Rodrigues, Vice President of Business Development for Canopy Health. She describes what makes the physician-owned regional carrier stand out. For one, their self-referral program makes it easy to access care throughout the Bay Area, which is a definite plus with...
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Your COBRA Answers Amidst COVID-19: Sterling Administration
This episode is a must-listen for all brokers who need to understand the latest COBRA changes. As many businesses reduce their workforce amid the COVID pandemic, a rush of laid off and furloughed employees are looking at their COBRA option. Jeff Strong, Sterling Administration Vice President of...
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CaliforniaChoice: Q3 Insights & Beyond
This episode features Michael Payton, Senior Vice President of Sales & Account Management and David McClintock, Vice President of New Sales of Choice Administrators. Tune in and learn what’s in store for Q3 and more. Find out what CaliforniaChoice is doing differently in the marketplace. They...
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