Agency Leverage

Benefits Influencer

Business EN ↓ 110 episodes

Every week we hear from the leaders that are impacting, innovating and elevating Employee Benefits and HR. If you’re looking for actionable insights for your business or your clients, you’ll find them here.

Be sure to visit the podcast's website and support the creator: www.benefitsinfluencer.com

Author

Agency Leverage

Category

Business

Podcast website

www.benefitsinfluencer.com

Latest episode

May 21, 2025

Where to listen?

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Episodes

Global Benefits for US Businesses w/ Lewis Mosley 19.10.2022

Dennis sits down with Lewis Mosley, Founder & Director of UK-based BAS to discuss how US-based benefits brokers and advisors can help their clients with global employees. Lewis is a Director, Founder and lead Guardian Consultant at BAS He has over 10 years’ experience working within the global employee benefits space, most of which have been spent advising US multinationals on all aspects of their...

How Brokers & Agencies Can Take Control of Q4 and Beyond w/ Jenn Walsh 05.10.2022

Dennis interviews CEO and Founder of GenuineShift, Jenn Walsh.  Follow Jenn on LinkedIn: https://www.linkedin.com/in/walshjenn/ About Jenn: Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage firms of all sizes. She created the Client...

The Connected Future of the Employee Benefits Marketplace w/ Ryan Sachtjen 21.09.2022

Dennis interviews ThreeFlow Co-Founder and CEO, Ryan Sachtjen. ThreeFlow is a benefits placement system that benefits brokers and carriers can use to work together to be more efficient. Visit https://www.threeflow.com/ to learn more. --- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in...

What New Brokers Need to Know w/ Vinny Catalano 07.09.2022

Dennis Carlson returns as host of Benefits Influencer to interview Employee Benefits Broker Vinny Catalano, SVP & Partner at Lockton Insurance Brokers. ---- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch.   

Summer Update from Host Ned Schaut 16.07.2022

Benefits Influencer is taking a short hiatus this summer but will return soon with exciting new guests and topics.  Stay tuned! Want to engage new leads on auto-pilot and increase your benefits revenue?  Check out heyhunter.io and schedule a demo today.  

Discover Your Secret Sauce w/ Becky Patel 30.03.2022

Ned talks with Becky Patel, CEO at Amwins Connect, about mentorship. Becky has over 35 years of experience in this business and shares the importance of both having a mentor and being a mentor. During the conversation they focus on the need to be authentic and know your secret sauce in the business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefit...

Employers Hold The Key To Fixing Healthcare In America w/ Josh Butler 23.03.2022

Ned interviews Josh Butler, President of Butler Benefits in Amarillo Texas. Josh has been in the industry for 15 years solving increasingly complex problems for clients. Josh shares his passion to help solve the America’s healthcare cost crisis. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how...

Hyper Focused With A Niche w/ Cory Friedman 09.03.2022

Ned and Cory discuss the massive success and recognition Cory has experienced through focusing his efforts on a very specific niche. Cory shares how to have a niche and how to provide a depth of value to ensure you become a needed resource. Cory is passionate about what he does and believes other Benefits Consultants can find success by focussing on a niche as well. -------------------------------...

2022 Benefits Trends w/ Alex Frommeyer 16.02.2022

Ned talks with Alex Frommeyer, CEO of Beam Dental about benefit trends for 2022. They discuss employees' increased desire for holistic benefits, the growing demand for a quality digital user experience, and the big shift from office-centric benefits to person-centric benefits. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agency...

Creating Freedom In Your Agency w/ Hoy Kim 02.02.2022

Ned brings on Hoy Kim, the operations guru from Ned’s very own employee benefits agency. Eight years ago Ned found himself working way more hours than he wanted and going home worn out for his family. He went on a journey to find a solution. Over the past 7 years Hoy has created systems and processes that have helped their team become more effective, efficient, and energized both in and out of the...

7 Nuggets For 2022 19.01.2022

Ned reflects on what he learned from 2021 and how he will implement it in 2022. Helpful links: The One Thing -  https://the1thing.com/ Atomic Habits -  https://jamesclear.com/ The 15 Commitments of Conscious Leadership -  https://conscious.is/ EOS and Traction -  https://www.eosworldwide.com/ The Core Value Equation -  https://therealdarius.com/book/ ----------------------...

Creating A Marketing Strategy w/ Jessica Du Bois 05.01.2022

Ned interviews benefits leader Jessica Du Bois as she shares how any agency can build a successful marketing strategy. She emphasizes building solid connections with clients based on relationship, expertise, and technology. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for y...

Online Marketing Basics w/ Jeff Grocky 22.12.2021

Ned talks with Jeff Grocky about basic marketing every benefits broker should be doing. Jeff works with many benefits brokers and consults/supports them in having an online presence. In this conversation you will discover some helpful hacks to simplify your marketing process.   ----------------------------------------------
 Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to...

The ROI of Offering Childcare Benefits w/ Jessica Chang 08.12.2021

Ned and Jessica discuss the importance of employers supporting their employees who are parents. Employers are impacted when employees can't come into work due to lack of childcare. Jessica is CEO and Co-Founder of WeeCare which provides concierge service to help employees find childcare that meets their needs.   ----------------------------------------------
Hunter! Is the Automated Sales Ass...

How To Close Deals With Tech w/ David Bryant 24.11.2021

Ned talks with BenTech leader David Bryant. David shares how he and his small team utilized technology to quickly grow his benefits agency. David built many of the tech tools he needed and eventually started MonarkHQ to make these tools available to other benefits brokers. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agenc...

How To Cultivate Leads 10.11.2021

Ned Schaut takes a minute to reflect on the past year as new host of Benefits Influencer. The number one question he gets is, “how do I find more leads?” As a benefits broker and marketing agency owner, Ned shares personal insight on how to continue building a book of business once you have reached a level of success. ---------------------------------------------- Hunter! Is the Automated Sales As...

California and Federal Legislative Update w/ Dawn McFarland & Faith Borges 13.10.2021

In this episode, Dawn McFarland, the VP of Legislation on the board of the California Association of Health Underwriters, and Faith Borges, the Lobbyist for CAHU, join Ned Schaut to give a legislative update for California and Nationally. We discuss what is happening in the market and what to pay attention to over the coming months. We also dive into the importance of being involved in your indust...

Real Insurance Innovation w/ Mike Zarrillo 29.09.2021

Ned sits down with Mike Zarrillo, Chief Revenue Officer of Brella to dig into insurance technology and innovation. They discuss opportunities to utilize cutting edge technology, not only for ease of use, but to provide a better user experience as well. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to...

Relationships + Abundant Mindset = Successful Broker w/ Brad Davis 15.09.2021

Brad Davis returns for his third time on the show to share more secrets of successful brokers. Connect with Brad at linkedin.com/in/braddavisremade and learn more about California Association of Health Underwriters at cahu.org/home . ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can...

The Whole Person Workplace w/ Dr. Scott Behson 01.09.2021

Ned and Scott discuss ideas from his book, The Whole Person Workplace . In Scott's journey of writing the book he discovered that employers who focus on putting the HUMAN back into HUMAN RESOURCES find growth and stability they may not have known were there. Learn more at scottbehson.com . ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers....

Process, Innovation, And A Personal Touch w/ Tom Avery 11.08.2021

Ned welcomes Tom Avery, Founder, President, CEO at Innovative Broker Services and Founder, CEO at Signal Sync. Tom shares how brokers can innovate their process to provide each client a personalized experience and customizable options. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter ca...

How to Outsource your Sales Manager w/ Rene Zamora 02.08.2021

Ned talks with Rene Zamora, President at Sales Manager Now & Author of Part-Time Sales Management. They discuss the pros, and not so many cons, of utilizing a part-time person instead of hiring full-time for this role. Learn more about Rene, his company, and services at salesmanagernow.com and find his book on Amazon. ---------------------------------------------- Hunter! Is the Automated Sales As...

Time – Our Most Valuable Resource w/ Geoff Woods 15.07.2021

Ned talks with Geoff Woods, Co-Founder & President at ProduKtive, VP at The ONE Thing, and host of The One Thing podcast. They discuss maximizing time management and productivity with extraordinary results. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.

Purchasing An Insurance Agency w/ Shawn Blofsky 30.06.2021

Ned talks with Shawn Blofsky, Owner & Broker/Consultant at EVO Insurance Services, Inc. about buying his first book of business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.

Maximizing Niche Markets w/ Eddie Murphy & Philip Cannon 16.06.2021

Ned talks with Eddie Murphy & Philip Cannon, founders of Evolved Benefits about solutions for specific niches to help brokers provide the best offerings for their clients.  ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.

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