Agency Leverage
Benefits Influencer
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
Podcast website
Latest episode
May 21, 2025
Where to listen?
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Episodes
The Power of Words w/ Thomas Blackwell 02.06.2021 35:38
Ned talks with Thomas Blackwell, inspirational speaker, author, and peak performing coach about many of the ideas from his book, The Liberty Of Our Language Revealed – We Bring About What We Talk About . ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.
The Unknown Value of FSAs and HSAs w/ Rachel Rouleau 19.05.2021 24:04
Ned talks with Rachel Rouleau, VP, Compliance at Heath-E Commerce, the parent brand of FSAstore.com, HSAstore.com, and more as she breaks down health savings accounts and flexible spending accounts. Rachel shares just how advantageous these can be for both employees and employers. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to ag...
Understanding Level Funded Health Plans w/ Gary Ashley 05.05.2021 35:35
Ned talks with Gary Ashley, Executive Vice President at Allied National, about building and sustaining a lasting company before digging into the nuts and bolts of level funded health plans. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.
The Power of a Niche w/ Brandon Scarborough 21.04.2021 28:45
Ned and Brandon discuss the strategies he used to gain success in growing his agency. Brandon shares the power of focusing on a niche and becoming a true expert in a particular field. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.
Learning to Scale w/ Dr. Frumi Rachel Barr 07.04.2021 29:16
Ned and Dr. Frumi became fast friends in 2020 over their shared love of the book Big Five for Life by John Strelecky. In this episode Ned and Frumi share the work they did together over the past year to prepare Ned's employee benefits agency to scale. This is a powerful conversation. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to...
Creating Compliance Partnerships w/ Christine Zinter 24.03.2021 32:50
Ned and Christine discuss her unique story of transitioning from 20+ years on the broker side of employee benefits to becoming an attorney. Christine shares insight on how brokers should establish partnerships to fill in the gaps of their expertise. It is important for brokers to understand their role and not put themselves or their clients in a jeopardizing situation. ----------------------------...
Sell, Merge, or Status Quo? w/ Brad Davis 10.03.2021 30:53
In his return to the show, Brad shares valuable insights to consider when weighing options for future business decisions. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to heyhunter.io/ to see how Hunter can work for you.
Implementing Healthy Behavior Strategies w/ Lara Dodo 24.02.2021 32:56
With so many products available for businesses to promote a healthy lifestyle to their employees, how does one decipher what will be best for their team? Ned and Lara discuss how to know which tools will work and which ones will not, along with what a broker should look for when implementing one of the healthy worksite benefits. ---------------------------------------------- Hunter! Is the Automat...
Taking the Leap to Start Your Own Agency w/ Raul Quiñones & Lauren Comforti 10.02.2021 34:22
Ned digs into the process Raul and Lauren recently went through as they took the leap to leave the big corporation and start their own Employee Benefits Agency. Many of us have the grand idea that we would like to do it our way, we see a hole in the marketplace and want to fill it, but we don't know how to take the leap. Raul and Lauren share the ups and downs of the process. ---------------------...
How to Make Decisions with Discernment w/ Jeff Dudan 27.01.2021 37:22
Ned and Jeff discuss the process of having discernment when you make decisions. Jeff has years of experience in business and has created an incredible book called Discernment. Ned and Jeff dig into the meat of the content. Connect with Jeff: Jeff@dudan.me linkedin.com/in/jeffdudan/ More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ----------------------------------------...
How to Talk About Service w/ Joe DeLucchi 13.01.2021 33:36
Ned and Joe discuss an approach that many agency's talk about but don't actually deliver on the back end. Joe has created a culture of service and advisors. He shares some of the ways his agency under promises and over delivers to create long term happy clients. Connect with Joe: jdelucchi@mycalteam.com linkedin.com/in/joedelucchi/ More about Benefits Influencer: Facebook: @agencyleverage agencyle...
The Value of Understanding Paid Time Off w/ Adam Gordon & Uli Orozco 30.12.2020 30:32
Ned and the founders of PTO Genius, Adam and Uli discuss the often overlooked employee benefit - Vacation - and how employers can get more value out of a benefit they are already offering. This is a powerful conversation as many employees are burned out and tired, yet they have a benefit that can allow them to find joy and rest...they just need to be shown and reminded how to use it. Connect with...
Leading From WHO You Are w/ Nathan Bourne 16.12.2020 33:29
Ned and Nathan discuss the power of leading your organization from the stance of who you are. Many lead by what they do, or why they do it; but there is great power in leading from who you are. We discuss the incredible opportunity one has to build their personal brand or agency from the Core of Who they are. Connect with Nathan: linkedin.com/in/nathanbourne More about Benefits Influencer: Faceboo...
Core Values Based Agencies are the Future w/ Darius Mirshahzadeh 02.12.2020 17:48
Ned welcomes Darius Mirshahzadeh, Founder of The Real Darius, as they discuss the impact a company's core values have on both customers and employees. Connect with Darius: darius@therealdarius.com therealdarius.com More about Benefits Influencer: Facebook: @agencyleverage agencyleverage.com ------------------------------------------------------------------ Hunter! Is the Automated Sales Assi...
The Value of Creating a Culture of Transparency in your Agency w/ Scott Kelley 18.11.2020 28:43
Ned and Scott talk about the value and importance of building an agency around transparency. This industry can be complicated and convoluted. Scott shares his inside secrets on how he has built a culture of transparency in his agency. Connect with Scott: linkedin.com/in/scott-kelley
Passing the Torch w/ Ned Schaut 04.11.2020 9:48
In this episode, Dennis Carlson welcomes new host, Ned Schaut as they discuss this transition with the podcast and what lies ahead for Agency Leverage. Facebook: @agencyleverage agencyleverage.com More about Ned: linkedin.com/in/nedschaut rebelandcreate.com
Benefits Communication Strategies to Drive Value w/ Chesley Gaddis 01.07.2020 20:51
Dennis and Chesley discuss ways to make employee benefits communication meaningful, relevant and timely in order to drive value for employers and employees. Connect with Chesley: chesley.gaddis@intrepid7.com http://intrepid7.com/ ------------------------------------------------------------------ Hunter! Is the Automated Sales Assistant for Benefits Brokers . Go to https://heyhunter.io/ to see how...
Adapting Employee Benefits to a Work from Home Culture w/ Chris Wolpert 27.05.2020 24:31
Dennis and Chris talk about how benefits advisors can help employers transition to work from home by meeting employees where they are. They also discuss how an employer can create a marketing strategy for their benefits program to engage employees. Connect with Chris: https://www.linkedin.com/in/chris-wolpert/ https://gbsbenefitsgroup.com/ ----------------------------------------------------------...
The Benefits Broker Lifestyle w/ Ned Schaut 13.05.2020 30:23
Dennis talks candidly with Ned Schaut, President of Eureka Insurance Solutions, about how to embrace the lifestyle you want as an Employee Benefits Broker and how this career allows you to pursue your passions and side-hustles. They also discuss Ned’s Rebel & Create project for men who want to be more engaged and fulfilled as fathers. Connect with Ned: https://www.linkedin.com/in/nedschaut/...
Why Marketing should be a Linchpin in Your Agency w/ Jessica Du Bois 29.04.2020 28:57
Dennis chats with Jessica Du Bois from Business Benefits Group . They discuss how benefits agencies can propel growth with marketing and how to get started. Connect with Jessica: https://www.linkedin.com/in/jesdubois/ https://jessicadubois.co/ https://www.instagram.com/jesdubois/ ----------------------------------------------------------------------------------------------- Hunter! Is...
How Businesses & Brokers are Coping with Increasing Premiums w/ David Reid 15.04.2020 28:17
Dennis chats with David Reid , CEO of Ease , about how benefits brokers and their clients are dealing with increasing premiums by utilizing technology. They dive into Ease’s recent 2020 SMB Benefits & Employee Insights Report and discuss how increasing choice and engagement is imperative in this market. Connect with Ease: ease.com Find the 2020 SMB Benefits & Employee Insights Report here: https:/...
The Employer of the Future w/ Colin Royster 01.04.2020 22:50
Dennis chats with Colin Royster from Integrum Advisors about how employers in a niche like the auto industry can use a Candidate Persona to attract the best employees. Connect with Colin: croyster@integrumadvisors.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out the Broker Playbook at https://armadacare.com/playbook/ Hunter! Is the Automated...
Growing Advisor Relationships through Experiences w/ Scott Smith 18.03.2020 41:48
Dennis chats with Scott Smith , President and CEO of TRUE Network Advisors . They discuss how TRUE Network Advisors creates amazing experiences for brokers using: Experience, Kindness, and Live Events. Scott also shares how an informal eight agency “study group” became a diverse 39 member agency growth and development company. Connect with Scott: scott@truenetworkadvisors.com This epi...
How to Provide Executive Benefits to Any Employee w/ Nick Limneos 04.03.2020 26:47
Dennis chats with Nick Limneos VP, National Sales at ArmadaCare . They discuss how brokers can position medical reimbursement plans as keys to a robust recruitment and retention strategy and why they aren’t just for ‘executives’ anymore. Connect with Nick: nlimneos@armadacare.com https://www.linkedin.com/in/nicholas-limneos-8194896/ This episode is sponsored by ArmadaCare – Want to exceed your cli...
How Employee Benefits Impact Culture & Brand w/ Prem Kumar 19.02.2020 21:44
Dennis chats with Prem Kumar of Humanly , an AI platform that qualifies job candidates and answers their questions. They discuss the massive impact Employee Benefits can have on culture and brand. Connect with Prem: prem@humanly.io https://www.linkedin.com/in/premskumar/ Twitter: @premkumartweets This episode is sponsored by ArmadaCare – Want to exceed your client’s expectations? Check out t...
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