Episódios
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Episode 15 features Dave Stephan, Director of Field Sales at Washington National, who sat down to talk with Alan Edgin about the strategic importance of commissions. Washington National prides itself on providing detailed, accurate commission statements that drive agent trust, loyalty and growth.
Listen to this episode to learn about:
The importance of commissions and how to address legacy systems to keep your agents and FMO partners happyBuilding trust with your distributors through commission data transparencyThe importance of automated commission processing to reduce human errorWhat the future of commissions will look likeInsurance Innovation, brought to you by e123.
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Our latest Insurance Innovation episode features Steve Trattner, President of America's Healthcare Plan (AHCP), a large FMO with thousands of agents and agencies, to discuss the topic of “Are Commissions Killing Your Organization?” Steve shares his unique perspective on commissions from both the FMO and carrier side. This is the first in a series of episodes that focuses on commissions.
Insurance Innovation, brought to you by e123.Insurance Innovation, brought to you by e123.
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Our latest podcast features Michael Hilf, the co-Founder and CEO of Healthcare Funding Partners. As a former agent and licensed investment banker, Michael has deep expertise in all aspects of the industry and has owned companies that sold over 2 million policies. This wide-ranging experience gives him a unique perspective on market trends.
Insurance Innovation, brought to you by e123.
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The Inter-Company Marketing Group (ICMG) Annual Conference is known in the insurance industry as the place “where deals get done.” Larry Sigle, ICMG’s Executive Director, sat down with e123 to share his insights on in-person networking, innovation, and how connecting carrier and marketing executives fuels insurance distribution and agency growth.
Expanding insurance distributionWhy in-person connections matterThe importance of innovation in insurance Insights for new agents
Larry provides insight on:Insurance Innovation, brought to you by e123.
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Bryan Schmidt, Director of Operations at Southern Guaranty Insurance Group (SGIC) discusses intriguing platform integration trends, how best to collaborate with partners to streamline legacy systems, and how to efficiently partner with marketing distribution partners, such as e123.
As a newcomer to the insurance space, Bryan provides a fresh take on insurance. We invite you to listen and learn:
What is driving an increase in STM plans and who are the best candidates for these products?How to efficiently adopt systems when replacing legacy platforms.Tips on collaborating with distribution channels.How AI is important in staying relevant with sales in the insurance sector.Insurance Innovation, brought to you by e123.
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Austin Siegel, COO of NEO Insurance, a nationally recognized agency and field marketing organization (FMO), sat down with Alan Edgin at the Medicarians 2023 Conference to discuss a variety of trends taking place in the insurance space.
Spanning many topics, Austin enlightened Alan on:
Top requests downlines have for FMOsTips in transitioning to Medicare Advantage and over 65 plansThe tools and data necessary to expand salesInsurance Innovation, brought to you by e123.
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Bob Hurley, a Healthtech Advisor, and past Senior Executive with eHealth Inc., discusses the significance of testing products, processes and assets to help you stay current with market trends and consumer product reception. Bob sat down with Alan Edgin at Medicarians to discuss why ongoing testing is key to distributors staying current with new consumer trends, and dives into the specifics of what should be tested to maintain success:
The importance of incremental testingMarketer testingProduct market testingAs Bob Said, “If you’re not testing.. You may lose touch with the market place and fall away from it.”
Insurance Innovation, brought to you by e123.
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Prasanna Nathan, Digital Delivery and Innovation Leader at Aetna, discusses the importance of customer focus, digital transformation, and collaboration. Prasanna focuses on how FMOs need better reporting tools, but a one-size-fits-all solution doesn’t work, so FMOs and Carriers need to partner with technology firms to enable customized solutions. You’ll hear about:
Reporting toolsDigital innovationAgent appetite for digital toolsThe importance of cross-sellingInsurance Innovation, brought to you by e123.
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What’s the outlook for STM vs ACA? How will pending legal action impact this? How big an impact will ICHRAs have? Scott Lingle discusses thought-provoking ideas and data that will help you navigate the massive shifts in product mix, this week on Insurance Innovation with Alan Edgin. Scott’s two companies - ISG (an Amerilife company) in the individual space and Remodel Health in the group spaces - and his expertise lend broad perspective and deep insight to share with you.
Insurance Innovation, brought to you by e123.
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Innovative Fertility Benefits! Learn how Shelley Bailey, CEO of Famlee, has created a new model for affordable and accessible fertility benefits that can save employers and individuals significantly compared to traditional IVF coverage.
Shelley has an inspiring personal story of overcoming her own fertility challenges by taking a more proactive, holistic approach before considering invasive procedures like IVF. This led her to create Famlee's step therapy solution focused on underlying health factors, at-home labs, telehealth, and generic medications.
For insurance marketers, brokers, carriers and employers interested in fertility benefits, Famlee provides a win-win: happier, healthier employees and dramatic cost savings of up to 30x over IVF solutions. This is an enormous saving for self-insured employers who provide fertility benefits. And an interesting add-on for ACA policies.
This episode is a must-listen for anyone involved in employee benefits, HR, insurance, and women's health.
Insurance Innovation, brought to you by e123.
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Join Alan Edgin and Andrew Bard, CEO of Optimed Health discussing the ever-changing landscape of the health insurance industry and how carriers, brokers, and distribution partners can thrive in this dynamic environment. Optimed focuses on efficient distribution through partnerships with call center agencies and embraces technology-driven approaches.
From his experience at Optimed and with Tokio Marine Medical Insurance Services, Andrew discusses efficient distribution, maintaining distribution focus, driving persistency, the use of AI to find signals, and enabling agents with data. He also touches on the future of the TPA market. And the process of continual improvement for open enrollment.
Insurance Innovation, brought to you by e123.
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Join Alan Edgin and Scott Goldberg, President of the Consumer Division at CNO Financial Group, discussing innovation and distribution - and specific approaches for CNO brands like ColonialPenn and Bankers Life.
Based on his extensive insurance background with roles in strategy, marketing, and sales, Scott shares insights on innovation in the industry. Scott emphasizes the importance of collaboration, flexibility, and data analytics - and in particular how he uses distribution partner collaboration in the innovation process. He digs into the challenges involved in rolling out new products, as well as the importance of using data to improve customer service and manage risk. If you're looking for ways to stay ahead of the competition, this podcast is a must-listen.
The Insurance Innovation podcast is hosted by e123’s own Alan Edgin. Alan’s experience from carriers to IMOs guides the conversation in a way that anyone interested in marketing and selling more products will appreciate.Insurance Innovation, brought to you by e123.
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Hear a thoughtful view from the top - and why all sales are not created equal. Barry Stowe, currently a Board Director at Zurich Insurance and formerly CEO of Jackson National talks about pragmatic topics around time to market and getting ideas translated to products on the street in weeks, not years - and what it takes to get there. His extensive international experience brings a broader perspective to understanding consumer needs and considering many market dynamics in decision making - and a keen eye towards the difference in distribution.
This is the latest episode of Insurance Innovation, hosted by e123’s own Alan Edgin. Alan’s experience from carriers to IMOs guides the conversation in a way that anyone interested in marketing and selling more products will appreciate.
Insurance Innovation, brought to you by e123 - the premiere life and health distribution management system.
Insurance Innovation, brought to you by e123.
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Hear how a super-creative, entrepreneurial and energetic marketer blends traditional parts of the business in new ways to drive innovation. Jon Karlin, CEO of Churchill Innovative Holdings and IMO Neo Insurance Solutions, uses a focus on automation, consolidation of data, and mixing many aspects of the insurance business together to create and market unique insurance products. Jon stitches together products from 20 carriers with MGA, IMO and downlines, leads, financing, and TPA services as needed.
This is the latest episode of Insurance Innovation, hosted by e123’s own Alan Edgin. Alan’s experience from carriers to IMOs guides the conversation in a way that anyone interested in marketing and selling more products will appreciate.
Insurance Innovation, brought to you by e123.
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Join Alan Edgin and Lane Kent, CEO of Independence Pet Group as they discuss the evolution of pet insurance and pet insurance marketing. Hear about trends, new kinds of insurance, and the role of data in evolving products. Lane also elaborates on the culture of innovation at Independence and how they promote innovation.
Insurance Innovation, brought to you by e123.