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
What Independence Really Means for Benefits Brokers w/ Tom DiLiegro 05.02.2020 24:06
Dennis chats with Benefits Advisor Tom DiLiegro , President of Benefit Advisors of Charleston . They discuss what it means to be an “independent” benefits broker and why finding a network of abundance-minded colleagues is good business for brokers and their clients. Connect with Tom: https://benefitadvisorsofcharleston.com/ https://www.linkedin.com/in/tomdiliegro/ This episode is sponsored...
Winning New Business in a Micro-Niche w/ Charles Specht 22.01.2020 27:40
Charles Specht from The Permission Group shares how Benefits Brokers who target a micro niche can grow a massive book of business and better serve their clients. Connect with Charles at charles@permissiongroup.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 Sales Assi...
The Future of HR & Benefits Tech Investment w/ Steve Smith 08.01.2020 27:22
Dennis chats with Steve Smith , Partner & Chief Marketing Officer of The Starr Conspiracy about the massive $7.2B investment made in 2019 in Work Technology and its impact on Employee Benefits. Check out The Starr Conspiracy’s most recent Brandscape™ on Employee Engagement Connect with Steve at steve@thestarrconspiracy.com This episode is sponsored by ArmadaCare – Want to exceed your client’s expe...
Using the Broker Channel to Disrupt a Legacy Market w/ Andy Hutter 11.12.2019 27:23
Dennis chats with Andy Hutter , Director of Partnerships at InsurTech start-up Beam Dental . Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io
Avoiding Benefits Technology Regret w/ Frank Mengert 27.11.2019 29:21
Benefits Technology expert, Frank Mengert shares how benefits brokers and employers can avoid regret when making decisions about Employee Benefits and HR technology platforms. Connect at frank@getebm.com Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io
Community over Competition: Brokers are Better Together w/ Andrew McNeil & Rosario Avila 13.11.2019 23:57
In this episode, Dennis chats with Senior Benefits Advisors Andrew McNeil and Rosario Avila of Arrow Benefits . Andrew and Rosario recently won EBA’s Advisor of the Year . They are the first duo to receive the distinction. We discuss how the pair use the “Power of 2” to collaborate and how industry collaboration goes well beyond the walls of their agency. In the spirit of “Community over Com...
Disrupting Employer-Based Healthcare Delivery & Financing, Part 2 w/ David Contorno 30.10.2019 19:05
In the conclusion of this two-part episode, Dennis Carlson chats with David Contorno , CEO of E Powered Benefits and a Founding Advisor at Health Rosetta. They discuss how brokers can exit the traditional carrier and network-driven models of employer-based healthcare and provide better care at lower costs to their clients. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant –...
Disrupting Employer-Based Healthcare Delivery & Financing, Part 1 w/ David Contorno 16.10.2019 24:19
In part one of this two-part episode, Dennis Carlson chats with David Contorno , CEO of E Powered Benefits and a Founding Advisor at Health Rosetta. They discuss how brokers can exit the traditional carrier and network-driven models of employer-based healthcare and provide better care at lower costs to their clients. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say H...
Agency Innovation: How to do it on Purpose w/ Mark Rieder 04.09.2019 36:17
In this episode, Dennis Carlson speaks with Mark Rieder , Head of Innovation at NFP , about purposeful innovation strategies. Contact NFP's Innovation team at nfpinnovation@nfp.com for more information. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io
How Brokers Should Engage the C-Suite w/ Steve Watson 21.08.2019 24:38
Dennis Carlson talks to CFO and HR pro Steve Watson about how benefits brokers can engage the C-Suite more effectively. Get in touch with Steve at stevew@trendbreakers.com Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io
HR & Benefits Tools to Drive Diversity w/ Amy Spurling 07.08.2019 30:53
In this episode, Dennis Carlson speaks with Amy Spurling , Co-Founder & CEO of Compt , about HR and benefits tools to help drive diversity. Benefits Brokers, meet Hunter! your Revenue Acceleration Assistant – say Hey! at heyhunter.io
Building a Successful Agency by Engaging Millennials w/ Sam Siders 12.06.2019 32:55
In this episode, Dennis Carlson speaks with Sam Siders , Regional Sales Manager at LISI , about engaging millennials to help build a successful agency.
Using Technology to Create a Better Benefits Experience w/ Nancy Sansom 29.05.2019 30:44
In this episode, Dennis Carlson speaks with Nancy Sansom , Chief Commercial Officer at PlanSource about how technology can help create a better benefits experience.
The Business of Being a Broker Positioning Yourself for Exit w/ Amy Evans 15.05.2019 32:03
In this episode, Dennis Carlson speaks with Amy Evans , President of Colibri Insurance Services , about being a broker preparing for exit.
Why Mindset Matters for Benefits Decision Makers w/ Andy Neary 01.05.2019 26:22
In this episode, Dennis Carlson speaks with Andy Neary , Healthcare Strategist at The Olson Group , about why mindset matters for benefits decision makers. Links: andyneary.com
Reducing Claims Costs using Alternative Funding w/ Adam Moise 17.04.2019 26:22
In this episode, Dennis Carlson speaks with Adam Moise , Principal, Employee Health and Benefits at Marsh & McLennan Agency , about alternative funding strategies for employer healthcare. Tune in to find out about how: Alternative funding is a smart way for companies to reduce benefits costs while delivering a richer package to employees Many employers are missing opportunity to significantly redu...
3 Keys to Successful Benefits Communication w/ Jen Benz 03.04.2019 28:27
Dennis Carlson gets tactical and actionable insight from Jennifer Benz , SVP Communications Leader at Segal Benz , about how to successfully communicate employee benefits. Jen is a leader in the Employee Benefits Communication space. As the founder of Benz Communications , which merged with The Segal Group in 2019 to create Segal Benz, Jen led one of the largest women-owned firms in the San...
Disrupting Voluntary Benefits w/ Eric Silverman 20.03.2019 41:15
Dennis Carlson speaks with Eric Silverman, founder of Voluntary Disruption. Eric shares why employee benefits brokers should begin using 'enhanced benefits' instead of 'voluntary benefits'. This isn't simply a change in vocabulary, but rather a change in mindset. We also discuss how brokers can expand their services and offering by partnering with a carrier and platform agnostic...
Benefits Technology for Brokers w/ Lyle Griffin 06.03.2019 31:18
Everyone in employee benefits and HR knows that data matters. On this episode, we talk with insurtech leader and President of Selerix, Lyle Griffin. Lyle shares why the move from legacy EDI feeds to plug-and-play API technology is the future of insurance benefits enrollment and eligibility data. This move helps employers and brokers go from a weekly "fire and forget" model of data exchange t...
Benefits Advisors & Brokers: Five Years Out w/ Mike Sullivan 20.02.2019 44:54
What does the employee benefits agency of the future look like? Mike Sullivan, as Co-Founder and Chief Growth Officer of One Digital -the largest company focused exclusively on benefits and HR - considers this question. He shares what One Digital looks for when acquiring agencies as well as how to separate fact from fiction in terms of what success looks like. We also discuss strategic partnership...
Modernizing Your Employee Benefits Practice w/ Jenn Walsh 06.02.2019 27:59
In this episode, Jenn Walsh, Founder at GenuineShift tells employee benefits brokers, benefits advisors, practice leaders, and agency owners how to get 'unstuck'. With her background as not only a producing broker herself but also a benefits practice leader for a large insurance brokerage, Jenn brings firsthand experience in what it takes to run a successful and revenue-driven employee benefits di...
Employee Benefits: Lighting the Path w/ Cerrina Jensen 23.01.2019 25:15
Cerrina Jensen is an AVP in the Employee Benefits division at CoreMark Insurance Services in Sacramento, California. In this episode, Cerrina shares how understanding that there is a human on the other side of that benefits enrollment form can make all the difference in how you approach your role as a benefits advisor and broker. To get in touch with Cerrina or to learn more about CoreMark visit:...
Benefits Education for Spanish Speakers w/ Melissa Burkhart 09.01.2019 30:32
Melissa Burkhart, President of Futuro Solido USA, shares best practices for benefits communication, education and enrollment for Spanish-speaking populations at US companies. She shares why professional translation is a must and will save you time and money, how to get Spanish-speaking advocates in employer groups to assist, and the best way to assure that benefits education materials work for eve...
Leading Change & Staying Human w/ Alex Coonce 26.12.2018 31:43
So much of HR and Employee Benefits is about managing change for employees. But for employee engagement platform Glint this is more relevant than ever given that they were recently acquired by LinkedIn. In this episode, Dennis chats with Alex Coonce, Glint's VP of People & Culture. Alex shares some practical advice on how to manage change (both big & small) in an organization. We talk a...
Personal Branding for Benefits Brokers w/ Ryan Miller 12.12.2018 40:59
Ryan Miller is a speaker, coach, consultant, and former successful employee benefits broker. He shares his insights into how he leverages his knowledge and experience to help agencies develop both their overall marketing strategy and coach their sales leaders to create a framework to develop future sales rockstars. We talk about how having "great salespeople" isn't enough to grow an agency in this...
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