Beyond the Benefits with Savoy

Sit down with Chris Vanderwolk, Wendy Ebner, Anthony Lividini and Dan McMonigle as they cover key aspects to consider when offering self-funding solutions to employers. ■ What are key components of a well-structured plan? ■ What are some regional differences? ■ What is the impact of transparency in a self-funded plan? ■ How can brokers help guide employers through the process of transitioning into...

Sit down with Chris Vanderwolk, Wendy Ebner, Anthony Lividini and Dan McMonigle as they continue their discussion of self-funding solutions. ■ Which types of businesses would benefit the most from self-funded or level-funded plans? ■ Why is it important for brokers to educate their clients about the benefits and potential risks? ■ How does self-funding contribute to cost savings in health insuranc...

Sit down with Chris Vanderwolk, Wendy Ebner, Anthony Lividini and Dan McMonigle as they discuss self-funding solutions. ■ What is the basic concept of self-funding, compared to fully-insured plans? ■ What is different about level-funded plans? ■ What are some of the risks and advantages?

In this spotlight episode, Chris sits down with Anthony where they discuss why he gravitated toward a career in the industry, his comprehensive approach to business growth, and his dedication to benefits education. Plus, Anthony chats about how the Compliance and Marketing teams at Savoy help him and his broker partners elevate the solutions they bring to clients every day. Our dedicated teams are...

In this spotlight episode, Chris sits down with Dan where they discuss his strategic approach and educational background in risk management, how he stays active, and his competitive drive for winning new business and renewals.

In this spotlight episode, Chris sits down with Wendy where they discuss some of her hobbies, how she got started in the industry as well as what keeps her motivated, and other key sales insights.

In this episode, Chris and Colleen sit down to discuss how ChatGPT can be utilized in the insurance and benefits industry-what it is, how it works and why brokers need to approach using artificial intelligence (Al) chatbots and large language models (LLMs) with caution.

This episode features a sit down with Chris and Colleen where they cover upcoming compliance deadlines for PCORI and Form 5500 filings.

This episode features a sit down with Chris and Colleen where they cover the latest on benefits administration and technology, - What technology is right for your group clients of all sizes? - How does benefits administration technology streamline HR and compliance processes? - And how can Savoy’s benefit administration team help support you and your clients?

This episode features a sit down with Chris and Colleen who share their unique backgrounds, personal anecdotes and commitment to compliance. - How did they get started in employee benefits? - What are some of their favorite things? - And what do army interrogators and law enforcement have to do with industry compliance? Together, they bring their knowledge and experience to brokers and their clien...

Why should benefits brokers and employers consider a Professional Employer Organization (PEO)? Learn about what employers gain with a PEO, commons misconceptions, and why brokers need to offer PEOs to stay competitive. To learn more about PEOs and working with Savoy, register on our website: https://www.savoyassociates.com/Account/Register

Individual Open Enrollment begins nationwide on November 1. Are you ready to assist your clients? Contact Scott today to learn more: 📧 scottoverholt@savoyassociates.com ☎ 215.431.4067

Contact Scott today to learn more: 📧 scottoverholt@savoyassociates.com ☎ 215.431.4067 In this episode of Beyond the Benefits, Scott Overholt discusses the ins and outs of the new regulation, and how Medicare By Savoy is offering brokers FREE access to a compliant solution.

More and more individuals are working past age 65—that means most of your employer groups have Medicare-eligible employees or dependents currently on their plans. Employer groups are expecting and demanding their brokers be able to help their employees aging into Medicare—and if their brokers can’t, employers have no choice but to turn to someone else. Learn how Medicare By Savoy helps brokers edu...

Your general agency should be your one-stop shop, providing you with expertise and resources in ALL AREAS of benefits that your clients expect and demand in today’s world. In this episode of Beyond the Benefits, Scott Overholt, SVP, Marketing & Consumer Sales, discusses Medicare, Individual Health and ICHRA plans.

In part three of Savoy’s Growth through Mergers, Acquisitions and Strategic Relationship series, Peter Gualtieri, Vice President, Growth and Innovation, and Colleen Patterson, Director, Employer Services and Compliance, provide insight on the proper steps to take after committing to a deal to ensure a seamless implementation and integration.

If you aren’t certified to sell Medicare Advantage, you’ll be missing out on this increased demand and the highest commissions on any Medicare product. Visit our website to learn more: https://www.savoyassociates.com/medicare-by-savoy

✅ MEDICARE 101 DOWNLOAD: https://mailchi.mp/savoyassociates.co...​ Scott Overholt, SVP, Marketing & Consumer Sales and Angie Wilson, Account Manager, Consumer & Senior Markets discuss the importance of understanding Medicare compliance and enrollment for group administrators and their employees.

In part two of our multi-part series, Peter Gualtieri, Vice President, Growth and Innovation, and Colleen Patterson, Director, Employer Services and Compliance, provide insight on how to evaluate the value of your business and best practices when it comes to negotiation.

In part one of our multi-part series, Peter Gualtieri, Vice President, Growth and Innovation, and Colleen Patterson, Director, Employer Services and Compliance, discuss the opportunities and challenges insurance broker professionals face through mergers, acquisitions and strategic relationships.

Scott Overholt will break down the risks and rewards that a growing Medicare population within employer groups presents to brokers and how Savoy can help you capitalize on these opportunities.

Scott Overholt, Vice President, Consumer and Senior Markets, discusses Pennsylvania's transition to a state-based exchange for individual and family health insurance and how brokers can prepare for this significant transition. For more information, please visit: https://www.savoyassociates.com/news/PA

In part two of our two-part podcast series, Wendy Ebner takes a deeper dive intro understanding how your clients view relationships and provides some good habits that can help strengthen your current business relationships.

In part one of our two-part podcast series, Wendy Ebner discusses how to form meaningful and effective relationships in sales. In order to be successful, you must listen and understand the needs of your clients―fully put yourself in your client’s shoes.

Timely Advisory! Oxford's recent announcement means action is necessary to protect the seniors in your groups. This new policy goes into effect on July 1, 2020, and it is extremely important to take action now so your group clients and their members are prepared for the change. Contact Colin Scheifler, Director, Consumer and Senior Markets, at colinscheifler@savoyassociates.com or 973.377.2220 ext...