Beyond the Benefits with Savoy

Sean Callahan sits down with Gene Canter from Aetna to discuss the unique relationship Aetna and Savoy bring broker partners in the Florida market and beyond. ✔ How Aetna is improving primary care access with strong networks, virtual care & CVS MinuteClinic ✔ Ways to make quoting & onboarding easier for brokers and employers ✔ How Aetna meets the unique needs of small businesses Want to partner with Aetna and Savoy? Contact our team today: https://www.savoyassociates.com/Group-Health-Plans

In this episode of Beyond the Benefits, Colleen and Sara sit down to discuss two new bills aimed to reduce ACA Employer Reporting—the Employer Reporting Improvement Act and Paperwork Burden Reduction Act. Ready to take your compliance capabilities to the next level? Contact our employer services and compliance experts today: https://www.savoyassociates.com/employer-services#contactESCform

Scott Blackburn, Director, Specialty Benefits, joins Michael Castrillon, Director, Specialty Sales, to discuss a new opportunity to offer employers savings and secure private disability plans in New Jersey and Delaware before upcoming December deadlines. Savoy's Sales Team is ready to assist you and your clients with all things group medical and ancillary. Our Specialty Team can help find savings for employers and employees through comprehensive reviews and support for current and new plans. Contact our team today: https://www.savoyassociates.com/specialty-and-ancillary-benefits#contactspecialty

Chris Vanderwolk sits down with Joseph Bosotina and Vance Sible from Vitable Health to discuss the unique relationship that Vitable Health and Savoy bring to broker partners and their employer clients. They explore how Vitable's Direct Primary Care model provides cost-effective healthcare solutions, the benefits of virtual and in-home primary care, and how brokers can easily integrate Vitable Health into their employee benefits strategies. To learn more about the capabilities offered through the Vitable Health and Savoy partnership, visit: https://www.savoyassociates.com/employer-services#contactESCform

Chris Vanderwolk sits down with Michael Castrillon, Director, Specialty Sales, to discuss seven underutilized and overlooked employee benefits that you should be offering your clients. Michael discusses these unique employee benefits options, real-life scenarios and sales strategies to help grow your business. • Disability Insurance • Business Travel Accident • International Health Insurance • Group Legal Services • Absence Management Systems • Identity Theft Protection • Pet Insurance To learn more, visit: https://www.savoyassociates.com/news/underutilized-overlooked-employee-benefits

Anthony Lividini, Business Development Specialist, and Liam Hickey, Account Executive, discuss how they are bringing innovative products and services—from group medical to individual and Medicare plan options—to brokers and their clients to support business growth. Savoy is a strategic partner specializing in general agency and consulting services. With more than 39 years' experience, Savoy is a proudly independent boutique agency. Register on savoyassociates.com for details and upcoming events. Learn more about how Savoy's innovative and personalized approach to business elevates the way brokers provide benefits to their clients.

Chris Vanderwolk sits down with Anthony Mangine, Broker Channel Manager at ADP, to discuss the unique relationship that ADP and Savoy bring to our broker partners and their employer clients. • Importance of data in developing effective employee benefits design strategies • How the role of brokers is extending to business consultants • ADP TotalSource PEO solutions • The Partnership Advantage Program—the Savoy and ADP relationship and what that means for brokers To learn more about the capabilities offered through the ADP and Savoy partnership, visit: https://www.savoyassociates.com/employer-services#contactESCform

Chris se sienta con Ruby en este episodio destacado donde habla sobre su impulso y compromiso para apoyar a los corredores y sus clientes con la defensa de los beneficios y las capacidades bilingües. Como presidenta de NABIP Miami, Ruby también habla de la importancia de tener una mente abierta a soluciones nuevas e innovadoras y su enfoque en DEI e iniciativas educativas para expandir los recursos multilingües en la industria.

Chris sits down with Ruby in this spotlight episode where she discusses her drive and commitment to supporting brokers and their clients with benefits advocacy and bilingual capabilities. As NABIP Miami President, Ruby also discusses the importance of having an open mind for new and innovative solutions and her focus on DEl and educational initiatives to expand multilingual resources in the industry. To learn more about working with Ruby and Savoy's Florida team, visit: https://www.savoyassociates.com/florida#expansioncontactform

Chris Vanderwolk sits down with Stacy Fry to discuss how NABIP is working to improve broker resources and networking opportunities. NABIP continues to support brokers as they play an essential and meaningful role in the healthcare industry.

Chris Vanderwolk, Chief Compliance Officer of Savoy, sits down with Jessica Brooks Woods, CEO of NABIP, to discuss how Jessica is driving and leading strategy and innovation at NABIP following a 26-year leadership change and ensuring NABIP continues to play an essential and meaningful role in the healthcare industry and delivery of care. Thank you to all the volunteers!

Join Jeff, Cassandra and our PEO partners for this focused discussion on the PEO landscape. Learn firsthand from top industry experts everything you need to know to bring this valuable solution to your clients. • How PEOs enable small businesses to thrive • Guidelines for choosing a PEO • Technology trends within PEOs (AI and other tools) To learn more, contact our team today: https://www.savoyassociates.com/PEO-Contact-Form

Colleen sits down with Barbara in this spotlight episode to discuss her start in the industry, how Savoy's deep bench of experts supports brokers, and some different ways she is breaking out of her comfort zone.

In this episode, Chris and Colleen discuss ERISA and fiduciary duties following the Johnson and Johnson (J&J) fiduciary lawsuit recently filed. Fiduciaries include financial advisors, trustees, board members and attorneys. In an ERISA environment, fiduciaries can also include HR administrators, brokers and benefits consultants if they meet the functional test. • What is a functional fiduciary? • What does it mean to exercise discretionary authority? • What are broker and HR administrator responsibilities? Our Compliance Team is ready to help. Contact us to learn more: https://www.savoyassociates.com/employer-services

In this spotlight episode, Colleen sits down with Sean where they discuss his personal journey in the industry, strategic approach in the Florida market, how he overcomes challenges, and his advice for brokers of all levels in the industry.

In this episode, Chris and Colleen provide key insights on what employers need to know about Gag Clause Prohibition Compliance Attestation (GCPCA). They also discuss details on the first Gag Clause Attestation due by December 31, 2023 and what some carriers are planning in response to reporting requirements. • What is a gag clause? • Why is this required? • Does this apply to all employers in all states? To learn more, contact our team today: https://www.savoyassociates.com/employer-services#contactESCform

Chris sits down with Ashlyn to discuss some of her recent endeavors, like: • Skydiving and traveling • Launching Savoy's Contact Center and maintaining zero turnover for five years and counting • How the team's genuine customer-centric approach supports clients with education for individual, ACA and Medicare plans Ashlyn also discusses her passion for helping individuals and families in lower income communities understand their options—there are plans available and opportunities for brokers to help their clients find what's right for them.

In this episode, Colleen Patterson and Sara Simkins dive into one of Savoy's most coveted compliance resources, ERISA Compliance Calendars. • What are the ERISA Compliance Calendars? • What are the key events and deadlines included—and how do they contribute to compliance? • What are the different calendars available based on group size and plan type? • How can brokers utilize them to win business? • How do I share these with my employer clients?

In this spotlight episode, Jeff sits down with Adrian where they discuss his personalized consultative approach to business growth, some of his unwavering dynamic sales strategies, and his genuine perspective from working on both the broker and carrier sides of the benefits industry for over 20 years.

In this podcast, our featured broker partner Kevin Davis joins Chris Vanderwalk, and they discuss how a focus on health and wellness brings greater value to us both personally and professionally. Kevin shares valuable ideas and inspiration for health and wellness every day. And with a professional focus in the areas of compliance, strategic planning, employee engagement and communications, Kevin enjoys working with clients to help them enhance their strategies for employee benefits with health and wellness initiatives.

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 a self-funded plan?

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 insurance?

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 ready to help you win business.

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 clients every day. They're ready to help you win business.

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:

Contact Scott today to learn more:

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 educate and support their Medicare clients: https://www.savoyassociates.com/medicare-by-savoy

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. 1773 to learn more about Oxford’s policy and how Savoy can help.

Jim will identify several areas in the health insurance industry that you should be capitalizing on to help grow your business in 2020.

Tune into this episode of Beyond the Benefits with Savoy where Sara Simkins covers the items you and your employer groups need to start thinking about now in order to maintain compliance and avoid fines in 2020.

In part three of our three-part Medicare series, Scott Overholt discusses how to effectively market and get in front of the Baby Boomer generation aging into Medicare.

In this episode, Keith Zuckerman, Director, Practice Leader, will discuss his top tips for a successful Q4.

In part two of our three-part Medicare series, Scott Overholt will cover multiple ways to tap into this growing market, the different ways consumers shop for Medicare and the resources Savoy provides to brokers to capitalize on this opportunity.

In this episode of Beyond the Benefits, Mercedes Smith will discuss the importance of understanding how group size is defined in the state where your client’s business is located—learn how to calculate if your client is an applicable large employer and how you can help them stay compliant and avoid ACA fines.