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Amwins Connect
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InsHER
Be Kind & Bind: Natalie Kojababian on Making Your Mark
In this episode, I speak with Natalie Kojababian, Vice President at Amwins Access, whose journey into insurance started at just 18 through a summer job in her university’s risk management department. From sorting through policies to sitting in on broker calls and meetings, she got a hands-on introduction that sparked something bigger. At USC, she helped revive a risk management course on the verge of cancellation, ultimately laying the groundwork for what has now grown into a full minor open to all majors. It’s a powerful reminder that even small actions can ripple into lasting impact for future gene...
2025-07-23
26 min
Everybody Leads with Tim Lupinacci
Pam Mims – Deputy General Counsel, Amwins Group Inc.
This week on the Everybody Leads podcast, Tim Lupinacci sits down with Pam Mims, Deputy General Counsel of Amwins Group Inc., a leading excess and surplus lines specialty insurance broker. Pam leads and supports various legal initiatives in the insurance industry, with over 20 years of experience. She collaborates with leaders who are navigating high-stakes decisions and managing risks from the boardroom to the courtroom. In her role with Amwins, Pam oversees litigation matters across the company and works closely with the company's brokers and underwriters, with counseling on E&O risk mitigation. She received a bachelor's degree in accounting...
2025-07-09
32 min
RIMScast
On Inclusivity and Risk with Chris Reilly of Link, The LGBTQ+ Insurance Network
Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. Justin interviews Chris Reilly about his insurance career and how you came to join and lead Link USA. They also cover RISKWORLD 2025 and the DE&I Studio, where Chris was on a panel. Chris talks about how he volunteered for the DE&I initiative at Amwins and how it has grown over the years. Chris does not believe the current anti-DE&I rhetoric will continue for long, in light of the existing Title VII and EEOC p...
2025-06-17
30 min
Power Producers Podcast
Putting the Human Touch on Human Services with Dylan Jordan
In this Power Producers Podcast episode, David Carothers sits down with Dylan Jordan from Amwins to discuss specialized niches within the insurance world, particularly focusing on the human services, healthcare, and life sciences markets. With only two months until Producers in Paradise 2025, the conversation covers a variety of challenges and opportunities in the current hard market, from navigating supplemental applications to understanding the unique risks of sectors like MediSpas and behavioral health. Dylan shares insights into Amwins’ approach, the importance of micro-niches, and how they continue to provide solutions in challenging markets. They also dive into the la...
2025-06-11
54 min
Crane Talk
Insurance is Breaking—Here’s What Smart Crane Operators Are Doing with Jason Baynard
Jason Baynard, an Inland Marine underwriter at AmWINS, joins Crane Talk to unpack the volatile world of heavy iron insurance. From his early days at Chubb to building custom underwriting programs, Jason has seen it all—and has strong opinions about what makes crane companies stand out today.We cover the difference between first-party and third-party coverage, the real-world impact of nuclear verdicts, and how tort reform is slowly reshaping the legal landscape. Jason explains how to make your company more insurable: document safety, install cameras and telematics, and tell your story at renewal.
2025-05-27
40 min
InsHER
Leading by Influence: The Friendship Powering Change in Insurance with Shammi Dowla & Jennifer Nuest
In the Season 2 premiere, I speak with Shammi Dowla, Vice President of Risk and Industry Practices, and Jennifer Nuest, Senior Vice President and Transportation Practice Leader at AmWins, to explore their inspiring journeys in insurance and the incredible friendship that has fueled their professional collaboration. Shammi, with a background in chemistry and international relations, found her way into insurance, while Jennifer was drawn into the industry by the opportunity to work with a female hiring manager—a rare and empowering moment at the time. Their paths crossed when Jennifer joined AmWins, and Shammi’s warm welcome email on Jennifer’s firs...
2025-01-08
46 min
InsTech - insurance & innovation with Matthew Grant & Robin Merttens
Emmalina Glinskis, Floodbase & Alex Kaplan, Amwins: Insuring uncovered flood risk (333)
You may have heard that Floodbase and Amwins partnered earlier this year, and are combining satellite data and parametric insurance to tackle flood risk, a peril often underinsured or uninsured altogether. Matthew Grant speaks with Emmalina, who leads Public Sector Partnerships at Floodbase, and Alex, Executive Vice President for Alternative Risk at Amwins, about their work insuring golf courses, municipalities and more. The discussion highlights how advancements in satellite technology and data-driven insights are bridging gaps in traditional flood insurance, providing faster, more flexible coverage for both private and public sectors. Key Talking...
2024-12-15
27 min
The Connected Podcast
Insurance industry remains a mixed bag in 2025 – Amwins
The Connected Podcast - Insurance Ecosystem The Connected Podcast: Navigating the Evolving Insurance Ecosystem In the latest segment of The Connected Podcast, hosts dive into the dynamic insurance industry, shaped by emerging technologies and market shifts as outlined in Amwins’ 2025 State of the Market report. A key highlight is the remarkable growth in the excess and surplus (E&S) sector driven by technological advancements enhancing security and preventive measures. New opportunities are surfacing in niche markets, including telemedicine and real estate, while the transportation and cybersecurity sectors are grappling with complexities in risk assessment amid intricate threats. ...
2024-12-09
10 min
AM Best Audio Podcast
Amwins' Bernacki: No Immediate Need for Government in Insurance
Mark Bernacki, chief underwriting officer, Amwins discusses the significants of an election year for insurers saying that there continues to be plenty of private capital in the P&C sector thus eliminating the need for government involvement at this time.
2024-04-09
12 min
AM Best Audio
Amwins' Bernacki: No Immediate Need for Government in Insurance
Mark Bernacki, chief underwriting officer, Amwins discusses the significants of an election year for insurers saying that there continues to be plenty of private capital in the P&C sector thus eliminating the need for government involvement at this time.
2024-04-09
12 min
AM Best Audio
Amwins’ Nuest: Transportation Insurance Rapidly Evolving
Jennifer Nuest, transportation national practice leader for Amwins discusses the state of the industry for transportation coverage and the rapidly changing market, which she attributes to newer technology along with the importance of reputational management of companies.
2024-03-21
11 min
AM Best Audio Podcast
Amwins’ Nuest: Transportation Insurance Rapidly Evolving
Jennifer Nuest, transportation national practice leader for Amwins discusses the state of the industry for transportation coverage and the rapidly changing market, which she attributes to newer technology along with the importance of reputational management of companies.
2024-03-21
11 min
The Community Health Center Podcast
FTCA Background and FTCA Wrap Insurance Coverage with AmWins
Send us a textIn this episode of The CHC Podcast hosts Chase Marable and Dawson Nimmo interviewed Caileb Newby with AmWins.We went go over critical trends impacting FQHCs financials including:- Federal Torts and Claims Act (FTCA)- Much More!
2023-12-11
22 min
AM Best Audio
Amwins’ Baig and McNatt: Tech Expertise Matters, but Building Relationships Is Critical
Sam Baig and Jeff McNatt, both of Amwins, said the insurance property market is still recovering, while cyber coverage remains a challenge to the casualty sectors. Both spoke with AM Best TV at the WSIA Annual Marketplace in San Diego.
2023-11-17
09 min
AM Best Audio Podcast
Amwins’ Baig and McNatt: Tech Expertise Matters, but Building Relationships Is Critical
Sam Baig and Jeff McNatt, both of Amwins, said the insurance property market is still recovering, while cyber coverage remains a challenge to the casualty sectors. Both spoke with AM Best TV at the WSIA Annual Marketplace in San Diego.
2023-11-17
09 min
AM Best Audio
Amwins’ Kurkowski: D&O Evolving as Society Changes
Jordan Kurkowski, executive vice president and professional lines specialist at Amwins Brokerage, said that directors and officers insurance has experienced remarkable growth in recent years, evolving alongside the regulatory and societal expectations such as ESG.
2023-06-26
10 min
AM Best Audio Podcast
Amwins’ Kurkowski: D&O Evolving as Society Changes
Jordan Kurkowski, executive vice president and professional lines specialist at Amwins Brokerage, said that directors and officers insurance has experienced remarkable growth in recent years, evolving alongside the regulatory and societal expectations such as ESG.
2023-06-26
10 min
The Voice of Insurance
Ep174 James Drinkwater, Amwins: Time and Money
Today’s guest is James Drinkwater, the President of Amwins. James is one of the most successful broking entrepreneurs of his generation. But he is also someone who doesn’t give a lot of interviews and so I have been working to get him on the show for quite some time. I am really glad I finally did because this is a really lively and fast-paced interview with someone right at the top of our industry and at a fascinating time in the marketplace. A massive wholesale broking business like Amwins gets...
2023-06-13
32 min
Risk Ready- Presented by The Private Risk Management Association
PRMA Insurance Thought Leaders Insight Series- David Lavins, President of Amwins Access
The PRMA Insurance Thought Leaders Insight Series with Spencer Houldin, alongside leading thought leaders in the industry, aims to examine the insurance terrain, identify solutions to navigating the bumpy roads and provide a roadmap that guides risk management professionals in the right direction. This episode features David Lavins, President of Amwins Access, a leading MGA/wholesale platform specializing in small business and personal lines. David was invited on this show because the E&S marketplace is booming. Brokers are using this market more than they ever have, but quite often do not know how to navigate it. During this ses...
2023-03-22
20 min
Bulkloads Podcast
BLP 241: Do You Have Pollution Coverage?
In this episode, Jared brings on Drew Easton, Executive Vice President of AmWINS. Larry Hurt, CEO of Bulk Insurance Group, also joins them to bring his team's insight. During this episode, they dive into environmental transportation coverage and when you need it. Drew gives step-by-step instructions on what to do when you get into an accident. Check out AmWINS here: https://www.amwins.com/products/environmental-transportation
2023-02-27
45 min
ConnectCast Podcast
Revisiting the Special Open Enrollment Period
We revisit this informative episode in which Magan Eubanks, Amwins Connect Regional Sales Manager for Los Angeles, gives a refresher on the Special Enrollment Period (SEP), also known as the Federal Enrollment Period. As the SEP is fast approaching, learn how groups can take advantage of relaxed enrollment and contribution requirements. The special window may be a good option to ensure that employees can access benefits. Check out SEP guidelines and cut-off dates for Open Enrollment FAQs and the Master Carrier Guidelines for everything else you need to know! (https://www.amwinsconnect.com/broker-resources/sales-tools)
2022-10-14
06 min
Private Client Risk & Resilience
Big Challenges! Big Solutions! Excess and Surplus Lines Insurance in the Private Client Space with Kevin Madden of AMWINS
In this episode, Personal Insurance Advisor at Ericson Insurance and CEO of RiskRevu, Kurt Thoennessen, CAPI, talks with Kevin Madden of AMWINS about the critical role the Excess and Surplus Lines insurance market plays in our economy. This discussion explains what the Excess and Surplus Lines market is, how agents, individuals and businesses interact with it, as well as many details that will help you navigate this area of insurance. Kevin is an insurance industry veteran and he shares some amazing information during this episode. I hope you enjoy it and learn a lot from him. Thank you for l...
2022-09-17
57 min
ConnectCast Podcast
Self-Funding Options from Blue Cross® Blue Shield® of Arizona
In this episode, Cari Stinchcomb, Blue Cross® Blue Shield® of Arizona Director, Large Group Sales Services, introduces us to their large group self-funding solutions, including health programs and stop loss options.
2022-08-16
12 min
ConnectCast Podcast
Level Funding Options in the Northeast
In this episode, we are joined by Regional Sales Directors Christopher Condon and Steven Dzik to discuss level-funding options in the Northeast. United Healthcare’s Dennis Markell, Account Executive, tells us more about their All Savers program, which combines self-funding advantages with wellness and technology to keep groups healthy and bills low.
2022-07-15
13 min
ConnectCast Podcast
How Cigna is Bringing Big Benefits to Small Groups
In this episode, Brett Rodarte, Senior New Business Manager (under 500), discusses Cigna's level-funding and self-funding options. Learn how Cigna is bringing big benefits to small groups. We discuss what makes Cigna unique in the market, such as their network.
2022-06-22
19 min
CEO Chats
AmWINS
AmWINS
2022-05-31
20 min
ConnectCast Podcast
Level Funding 101
Join us to kick off our new series on self-funding options. In this episode, Regional Sales Director, Desaré Kallingal, gives a self-funding refresher with the top five things you need to know. Over the next several weeks, we're highlighting our carrier partners for a deep dive.
2022-05-12
08 min
ConnectCast Podcast
The Operations Team Powerhouse
Chip Murray, Senior Vice President, Operations, discusses how the Operations team makes sure that groups get through enrollment smoothly and that brokers get the expertise they need.
2022-04-20
07 min
The Voice of Insurance
Ep 119 Scott Purviance CEO AmWins: A Market built for Creativity and Response
In this podcast I’m talking to the top broking CEO in the most interesting segment of the insurance market anywhere in the world. Scott Purviance is the CEO of Amwins, the largest of the big three US wholesale insurance brokers. Because of this he has the best view of the trends affecting the world’s largest insurance market. And because wholesale is such an responsive escape valve for the market, any pricing, coverage or capacity pressures are immediately picked up by his organisation. His business also connects directly to the wider international markets and is a...
2022-04-12
34 min
Self-Funded With Spencer
Dependent Audits - Keith Bird - Episode 41
Allergy season, muscle cars, space shuttle launches...and Dependent Eligibility Audits? Keith Bird, VP of Sales for AmWINS came on the Self-Funded with Spencer Podcast to discuss the fiduciary responsibility that Self-Funded Employers have to ensure the dependents enrolled on their health plan are eligible to be there. Unless you have a good way of validating the eligibility of enrollees manually (you probably don't) then you likely have dependents on your plan today that are not supposed to be there. Keith estimates that about 3% of dependents on average on any given plan are not eli...
2022-04-11
50 min
ConnectCast Podcast
Our Sales Tools ─ Your Secret Power
We’re excited to introduce you to more of what the Intel team is all about. In this conversation with Mona Mehta, Vice President Business Development, we talk about how Intel works to enable brokers to have the right tools at the right time. We discuss some of our favorite sales tools and how they enable brokers to make the sale and be the expert their groups need them to be. And we look forward to what is next for Intel. Broker Compensation Disclosure Toolkit: https://bit.ly/3qQHLAh Master Carrier Guidelines: https://bit.ly/3Do5rkw
2022-03-31
11 min
Benefits Influencer
Discover Your Secret Sauce w/ Becky Patel
Ned talks with Becky Patel, CEO at Amwins Connect, about mentorship. Becky has over 35 years of experience in this business and shares the importance of both having a mentor and being a mentor. During the conversation they focus on the need to be authentic and know your secret sauce in the business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.
2022-03-30
28 min
ConnectCast Podcast
Amwins Connect Administrators: The Mid-Atlantic’s One-Stop Shop for Quoting and Renewals
In this episode, we feature David Cardwell Sr., Executive Vice President of Business Development, and Mike Donahoe, President of the Columbia, MD office of Amwins Connect Administrators. In this introduction to Amwins Connect Administrators, we talk about the experience and stability that their teams bring to brokers and how it creates strong carrier relationships as well. If you are in the Mid-Atlantic or have opportunities in the region, this is your one-stop shop for quoting through renewals!
2022-03-14
18 min
Risk Ready- Presented by The Private Risk Management Association
Insurance Concerns for Professional Athletes
This podcast will explore property, liability, money/investment risks, and concerns facing today’s top athletes. Presented by:Ric Serritella – Sports Illustrated Publisher, NFL-Draft BibleLauren Bailey – AIG Private Client GroupJonathan Fajen – PURE ProgramsScott Teller – Chubb Personal Risk ServicesLes Edelman – AMWINSBill Godfrey - VaultModerated by:Zyggi Nemzer – USI Insurance ServicesKevin Madden – AMWINDisclaimer:All content and materials are the property of the Private Risk Mana...
2022-02-25
1h 04
ConnectCast Podcast
Build Your Client Base with Inbound Marketing - Part 2
In this episode, Jeff Grocky, Amwins Connect VP of Marketing, returns to discuss how brokers can target a broader audience with inbound marketing strategies. We also discuss how the Amwins Connect Marketing team helps brokers develop successful marketing campaigns. Hubspot 2021 State of Marketing Report: https://www.hubspot.com/state-of-marketing
2022-02-09
10 min
Insurance Leadership Podcast
Overcoming the Enemies of Growth
CEO of Amwins Connect, Becky Patel joins the podcast this month to talk about overcoming the enemies of growth. While growth is great, it can be hard to keep the forward momentum year over year. Becky has experienced this herself and shares her perspective on how to manage growth and prevent plateaus.
2022-02-03
48 min
ConnectCast Podcast
Growing Your Agency with the Amwins Connect Broker Marketing Program - Part 1
This year, we started our conversation by talking about what Amwins Connect brings to the table and showcasing some of our resources and our amazing team. Marketing VP Jeff Grocky joins in to discuss how Amwins Connect is here to support brokers at all stages of their business and how marketing can help make them even more successful.
2022-01-26
09 min
The Food Institute Podcast
How Will Your Business Contend with a Food Product Recall?
This episode is sponsored by: HUB International Limited How will your business contend with a food product recall? Food recall insurance specialists Sommer Chanady (Senior Vice President of HUB International) and Rob Balough (Senior Vice President of AmWINS) share their expertise on the food recall process and shed light on the different types of insurance products available for the food industry. Additionally, they share use cases on how prior clients managed to mitigate reputational, legal, and other business risks by being proactive and selecting the correct insurance packages for their businesses. "Everybody might have a recall on a piece of...
2022-01-06
31 min
Profiles in Risk
Brett Dresner, Casualty Broker - A Day in the Life - Ep 04
Video Version: https://www.youtube.com/watch?v=SeUD9nsqk7MIn Episode 4 of A Day in the Life, Darren interviews Brett Dresner, Casualty Broker at AmWINS. I learned a ton about the real day to day of the wholesale side of insurance!Brett Dresner: https://www.linkedin.com/in/brett-dresner-cpcu-cris-arm-asli-83950741/
2021-12-29
33 min
ConnectCast Podcast
Amwins Connect Solutions for Ancillary Benefits
In our last episode of 2021, we are joined by Ely Schaffer, Regional Sales Associate, to discuss the importance of Ancillary. Don’t miss the opportunity this Q4 to be your clients’ one solution for all their group benefits. Learn why your groups care about ancillary benefits and how to start the conversation. We discuss Amwins Connect’s portfolio of ancillary solutions. As always, we’ll keep our ears open so you may see a bonus episode pop up in your feed. Otherwise, have a fantastic Q4 and we’ll be back in 2022.
2021-11-04
14 min
ConnectCast Podcast
Get Ready for the Special Open Enrollment Period
In this episode, Magan Eubanks, Amwins Connect Regional Sales Manager for Los Angeles gives a refresher on the Special Enrollment Period (SEP), also known as the Federal Enrollment Period. As the SEP is fast approaching, learn how groups can take advantage of relaxed enrollment and contribution requirements. While small groups are stressed by COVID, this special window may be a good option to ensure that employees can access benefits. Check out SEP guidelines and cut-off dates for Open Enrollment FAQs and the Master Carrier Guidelines for everything else you need to know! SEP guidelines and cut-off dates for Open Enrollment...
2021-10-19
06 min
ConnectCast Podcast
Avoid These Top 5 Q4 Pitfalls
Jenifer Rossi uses her wealth of underwriting experience to identify the top 5 things that trip up groups during Q4. She offers tried and true tips for a smoother group submission process. New Business Cut Offs: https://www.amwinsconnect.com/broker-resources/cutoffs-ca https://www.amwinsconnect.com/broker-resources/cutoffs-az https://www.amwinsconnect.com/broker-resources/cutoffs-ne Master Carrier Guidelines: https://www.amwinsconnect.com/master-carrier-guidelines Broker Appointments and Easy Enrollment Kits: https://www.amwinsconnect.com/broker-resources/applications-forms Special Enrollment/Open Enrollment Period: https://www.amwinsconnect.com/broker-resources/sales-tools
2021-10-07
12 min
ConnectCast Podcast
Q4 California Marketplace Overview
Q4 is right around the corner and we have a few Q4 prep episodes coming your way. In this first episode, Rebekah from the Intel team gives a Q4 California Marketplace overview. Catch up on rate impacts, underwriting changes, and relaxed underwriting guidelines. Carrier Updates - https://rb.gy/ladahj Underwriting Promotions - https://www.amwinsconnect.com/master-carrier-guidelines Broker Bonus Round Up - https://www.amwinsconnect.com/news/broker-bonus-round
2021-09-22
06 min
ConnectCast Podcast
Voluntary Retiree Benefits
In this episode, Peter Meyer, Sales Associate, Business Development at Amwins Group Benefits introduces us to Voluntary Retiree Benefits. With this program, your clients can offer group retiree benefit plans while Amwins Group Benefits does the heavy lifting. With voluntary plans, the group can provide great resources for employees who are navigating retirement and Medicare. You have the opportunity to be the expert for your clients while receiving another revenue stream.
2021-09-02
13 min
ConnectCast Podcast
Catch Up with CoPower, Part 4 ─ Delta Dental
We are wrapping up our Summer with CoPower by revisiting Delta Dental. Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California talk about Delta Dental’s exciting new 2021 portfolio. We review where Delta Dental came from and where they are heading. Lisa and Jeff provide insights and positioning for the new plans. We wrap up with a reminder about the broker bonus program. Small Business Guide https://www.amwinsconnect.com/sites/default/files/documents/De 2021 Portfolio Video https://www.youtube.com/watch?app=desktop&v=-0Gu3NkvHGk%29 2021 FAQ https://www.amwinsconnect.com/sites/de...
2021-08-18
09 min
Inside P&C: Unreserved
7. Amwins’ Purviance and Drinkwater on staying private, micro hard markets and the Worldwide deal
In the seventh episode of Unreserved, Amwins CEO Scott Purviance and president James Drinkwater sit down with Insider Publishing’s Editor-in-Chief Adam McNestrie. The executives explain that despite the success of Ryan Specialty Group’s IPO, they intend to remain private. They also said that there are a number of micro hard markets still running and observed that there are no deals on the scale of the Worldwide Facilities transaction left to do in wholesale.
2021-08-18
32 min
ConnectCast Podcast
Catch up with CoPower, Part 3 ─ Unum
This week, we continue our Summer with CoPower series. General Manager Dan Frey and National Market Strategist Ken Doyle are joined by T. J. Gustafson, Unum Managing Director to discuss life and disability benefits. We look at why Unum is a unique player in the market and talk about the advantages of Unum and CoPower. CoPower Value Add: https://rb.gy/c4ocin Unum Value Add | Travel Assist: https://rb.gy/otpnk4 Unum Value Add | EAP: https://rb.gy/kuivh8
2021-08-04
12 min
ConnectCast Podcast
Catch Up with CoPower, Part 2
Join us for the second half of the conversation, Catching Up with CoPower. General Manager, Dan Fry and National Market Strategist, Ken Doyle talk about what CoPower brings to the table, from finding the right fit for each group through their unique portfolios to providing powerful HR resources to every group.
2021-07-21
08 min
ConnectCast Podcast
Catch Up with CoPower
Join us for the first of our podcast summer series as we catch up with CoPower. General Manager, Dan Fry and National Market Strategist, Ken Doyle talk about a powerful portfolio that makes CoPower unique in the market. We discuss the value of placing a case through CoPower and get a hint of CoPower’s expansion.
2021-07-07
13 min
ConnectCast Podcast
Delta Dental Mini Episode
Need a quick refresher on a revamped portfolio for Delta Dental of California? Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California catch us up! Want to learn more on CoPower? Tune in to our upcoming summer series!
2021-06-16
03 min
ConnectCast Podcast
ChoiceBuilder® Mini Episode
Ever wonder about ancillary options from ChoiceBuilder®? Listen in for a quick update with Michael Payton, SVP, Sales & Account Management, CHOICE Administrators and David McClintock, Vice President of Sales.
2021-06-03
01 min
ConnectCast Podcast
Kaiser Permanente® Mini Episode
Ever wonder how Kaiser's unique model works to ensure quality of care? Listen in with Kaiser Permanente® President of the Professional Staff at Southern California Permanente Medical Group - San Diego, Dr. William T. Tseng to learn more.
2021-05-12
04 min
ConnectCast Podcast
COBRA & the American Rescue Plan Act with Jeff Strong of Sterling Administration
How the American Rescue Plan Act is affecting COBRA is on the top of our minds. In this episode, Jeff Strong, Vice President of Sales at Sterling Administration, catches us up on what we need to know. Let us be the expert in your ear so you can be the expert to your client. We’ll cover: • Who is eligible for the subsidy? • What are the notice requirements for plan administrators? • What should employers and plan administrators do now?
2021-03-25
10 min
ConnectCast Podcast
Delta Dental’s Exciting New 2021 Portfolio
In this episode, we are joined by Jeffrey Glasco, Sales Account Executive, Northern California and Lisa Chacon, Sales Account Executive, Southern California to talk about Delta Dental’s exciting new 2021 portfolio. We review where Delta Dental came from and where they are heading. Lisa and Jeff provide insights and positioning for the new plans. We wrap up with a reminder about the broker bonus program. Small Business Guide: https://www.lisibroker.com/sites/default/files/documents/Delta_Small_Business_Guide_2021.pdf 2021 Portfolio Video: https://www.youtube.com/watch?v=-0Gu3NkvHGk 2021 FAQ: https://www.amwinsconnect.com/sites/default/files/do...
2021-03-17
09 min
ConnectCast Podcast
Catching Up with CaliforniaChoice
In this episode, Michael Payton, SVP, Sales & Account Management, CHOICE Administrators and David McClintock, Vice President of Sales, catch us up on CaliforniaChoice in 2021. We talk about the website revamp, review underwriting changes, and get a couple of hints at coming expansions. As always with CaliforniaChoice, Michael and David talk about how their eye is on making the process easy and the choices wide.
2021-03-03
10 min
ConnectCast Podcast
Kaiser Permanente® - What’s New and What’s Coming + COVID Updates
In this episode, we discuss COVID-19, the vaccine roll-out, and how Kaiser Permanente® has been uniquely equipped to respond to the pandemic. Featuring Kaiser Permanente® President of the Professional Staff at Southern California Permanente Medical Group - San Diego, Dr. William T. Tseng MD MPH, we talk about Kaiser Permanente®'s integrated model, involvement in COVID-19 treatment testing, and vaccine development, and how their approach has impacted medicine outside of their walls. Dr. Tseng covers vaccine safety and explains the distribution plan. "Kaiser Permanente launches first coronavirus vaccine trial": https://www.kpwashingtonresearch.org/news-and-events/recent-news/news-2020/kaiser-permanente-launches-coronavirus-vaccine-study-seattle "Kaiser Permanente joins lat...
2021-02-18
21 min
ConnectCast Podcast
Cigna + Oscar - Plans Positioning & Value Adds
In this episode, we get to know our new carrier partner – Cigna + Oscar -- a little better. Amwins Connect Bay Area Sales Reps Jessica Carroll and Tia Colzani join C+O’s Sales Director – West Region Michael Lujan and Oscar’s Senior Market Development Executive Kaylan Kelsen to talk plans, positioning, and value adds. Michael introduces us to the partnership between Cigna and Oscar. We look at the regional network. Kaylan dives into a couple of plans and helps brokers position them against competitors in the region.
2021-01-28
13 min
The Everything Feed - All Packet Pushers Pods
Tech Bytes: NetBeez Enables Active Monitoring For The Distributed WAN (Sponsored)
NetBeez provides network monitoring for the WAN, Wi-Fi, remote workers, and the cloud. On today's sponsored Tech Bytes, we discuss how NetBeez customer AmWINS Group uses NetBeez sensors in conjunction with a Cisco IWAN deployment to better understand the end user experience. Our guests are NetBeez cofounder Panos Vouzis; and Brad Addington, Network Engineer at AmWINS Group.
2021-01-18
13 min
Tech Bytes
NetBeez Enables Active Monitoring For The Distributed WAN (Sponsored)
NetBeez provides network monitoring for the WAN, Wi-Fi, remote workers, and the cloud. On today's sponsored Tech Bytes, we discuss how NetBeez customer AmWINS Group uses NetBeez sensors in conjunction with a Cisco IWAN deployment to better understand the end user experience. Our guests are NetBeez cofounder Panos Vouzis; and Brad Addington, Network Engineer at AmWINS Group.
2021-01-18
13 min
ConnectCast Podcast
Sterling Administration: 5500 Compliance Drill Down
In this episode, featuring Jeff Strong, Vice President of Sterling Administrators, we discuss what employees need to do to keep their groups compliant. We cover the basics including what Form 5500 is and when it’s due. Jeff also describes the services that Sterling offers to help brokers who have new groups or need to file an extension. He’s full of tips and tricks to keep a group in compliance.
2021-01-08
24 min
Independent Voices
IIABCAL Voices: APIW President Barbara Bufkin
IIABCal Voices Host James Lott Jr. got the chance to chat with the amazing Barbara Bufkin. Currently she is the Senior Advisor at AmWINS Access, President of the Association of Professional Insurance Women (APIW), and Chair of the International Board of Governors of the Insurance Industry Charitable Foundation. They discuss mentoring and mentors, her early entrance into college, and how she chose an insurance career. She is a leader in the Insurance Industry, a great role model, and a key component of IIABCal's Pathfinder program.
2020-12-01
23 min
ConnectCast Podcast
Anthem Blue Cross: Specialty Stand Outs
This episode features Jan Hollander, Anthem Blue Cross Small Group Specialty Sales Executive. She describes what makes Anthem Specialty standout like their integrated care and low participation guidelines. We also discuss how Anthem has responded to COVID-19 with innovative solutions like tele-dentistry. COVID-19 Resource Advisor: https://tinyurl.com/7pratd47 Specialty 2020 Broker Bonus: https://tinyurl.com/yutprwr8 Dental Premium Promotion: https://tinyurl.com/7u4ez5vu Topic ideas? Contact us at Intel@lisibroker.com.
2020-11-18
08 min
ConnectCast Podcast
Get Ready for the Special Enrollment Period
In this episode, Magan Eubanks, Amwins Connect Regional Sales Manager for Los Angeles gives a refresher on the Special Enrollment Period (SEP). As the SEP is fast approaching, learn how groups can take advantage of relaxed enrollment and contribution requirements. While small groups are stressed by COVID, the SEP may be a good option to ensure that employees can access benefits. Check out SEP guidelines and cut-off dates: https://tinyurl.com/jhnuk6xy Topic ideas? Contact us at Intel@lisibroker.com.
2020-11-04
06 min
ConnectCast Podcast
Anthem Blue Cross ˗ Exciting Things on the Horizon for Q1
This episode features Mark Ciciarelli, Manager of General Agent/Carrier Relations at Anthem Blue Cross. Mark previews some exciting changes on the horizon for Q1. Rates are decreasing while network flexibility is increasing. We also look at some unique plan options. We discuss how Anthem stands out from other carriers with technology to help members access care ˗ from quick onboarding to virtual visits to Alexa skills. We wrap up with why now is a good time to present Anthem as a solution to your groups. Topic ideas? Contact us at Intel@lisibroker.com.
2020-10-21
10 min
ConnectCast Podcast
Top Five Things that Trip Up Groups During Q4
In this episode, Jenifer Rossi, Team Manager, New Business Department at Amwins Connect, uses her wealth of underwriting experience to identify the top 5 things that trip up groups during Q4. She offers tried and true tips for a smoother group submission process. Topic ideas? Contact us at Intel@lisibroker.com.
2020-09-30
07 min
ConnectCast Podcast
MetLife - A Comprehensive Portfolio for Employers
In this episode, Jake Aguis and Joe Fink update us on MetLife's comprehensive portfolio. We take a look at what MetLife been doing to create more of a focus on small business and how they are creating advantages for groups under 100 lives. We discuss the exciting changes to the 5-9 market. And we wrap up with a look at large-group options. Your Small Business Advantage: https://tinyurl.com/y2mjqdxm Topic ideas? Contact us at Intel@lisibroker.com.
2020-09-16
08 min
ConnectCast Podcast
Our Dedicated Ease Resources – Making Enrollment Easier Than Ever This Q4
With Q4 on the horizon, we're discussing how brokers can navigate a successful busy season with our partners and our own resources. In this episode, Frank Estrada, Regional Sales Director and Rodney Endriga, Broker Sales Representative explain how the Ease platform guides groups through the enrollment process so they don’t miss any underwriting steps. The platform can also be customized to give members access to videos that explain their benefits, brochures to assist in the transition of care, and important benefit documents. Amwins Connect has an outstanding library, including plan rates. And the Amwins Connect Ease team is always av...
2020-09-02
14 min
ConnectCast Podcast
Sutter Health Plus - Provider Driven Health Care for Northern California
In this episode, Vice President of Sales Rob Carnaroli and Account Executive Sean Donnalley discuss how Sutter Health’s network is an integrated system with comprehensive patient services and quality health programs. As a not-for-profit HMO, Sutter Health Plus is a provider-sponsored health plan affiliated with Sutter Health, so patient care is integrated into every touch point—from plan design and selection to physician visits. Sutter’s telehealth utilization has grown exponentially due to COVID-19. Telehealth connects members to participating Sutter doctors who can access their medical history, when available, to help guide decision making. Also, Sutter’s unique walk-in care loc...
2020-08-19
11 min
ConnectCast Podcast
Western Health Advantage – Care Rooted in Community
In this episode, we talk about Western Health Advantage with guests Elizabeth Hargett, Sales Director and Brian Christy, Sr. Sales Executive. As a regional carrier in northern California, we look at what makes Western Health Avantage a unique HMO option, including their community involvement and referral program. Western Health Advantage has several unique initiatives, including community-based exercise classes that have rolled into an online format to accommodate COVID-19 restrictions. CommunityFIT SUMMER 2020: https://tinyurl.com/yyg29bzn WHA Network Brochure-Prime 2020: https://tinyurl.com/y3c4ywvt WHA Sales Brochure 2020 v10.9.19: https://tinyurl.com/yyd8xypx Topic ideas? Contact us at Intel...
2020-08-06
15 min
ConnectCast Podcast
Broker-Friendly Payroll from Heartland
Listen to this episode for a deep dive into our broker-friendly payroll partner, Heartland. Learn about their extensive Payroll Services and HR Support from Clifford Gibson, Vice President - Strategic Payroll Partnerships, Michele Holmes, Payroll Territory Manager, and Ursula Behiel, Payroll Territory Manager. During COVID-19, Heartland has been busy helping clients navigate PPP loans, screening for WOTC credits, and re-staffing with inventive touchless hiring. They explain what broker friendly really means: not competing for business and offering expert resources to help brokers better serve their clients. Find out how Heartland helps brokers target groups and protect their book of business...
2020-07-22
25 min
ConnectCast Podcast
Introducing Our Partnership with Humana
Meet our new partner, Humana. Market Vice President Brian T. Sullivan, RHU, REBC, FLMI, MHP, CHRS introduces Humana’s story and focus on well-rounded health. Humana’s holistic approach includes an extensive line of ancillary products. We discuss EAPs and the increasing focus on mental health in the workplace, along with voluntary life plans and more. Brian also explains how Humana curates their network to meet the needs of small group businesses in California. Humana Unlimited Annual max: https://tinyurl.com/yadvqkmm Humana Extended Annual max: https://tinyurl.com/yawf5mj9 All Line Product Guide: https://tinyurl.com/ybze6gwf Enha...
2020-07-16
16 min
ConnectCast Podcast
Sharp Health Plan – California’s Highest Member Rated Health Insurance
In this episode, we chat with Sharp Health Plan’s Sales Director, Don Truong and Small Group Account Executive, Cheryl Cote. Sharp’s strong regional focus means stable enrolled groups and networks that are curated to meet local needs. We discuss the unique option to select the Sharp Rees-Stealy Medical Group where every detail of member convenience is considered from easy parking to care, all under one roof. Installing a Sharp group is simple with their all-in approach including dedicated account managers for every group. Topic ideas? Contact us at Intel@lisibroker.com.
2020-07-08
14 min
Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance
ILS fund managers - start-up thinking on the challenges faced
With the news that Integral ILS Ltd. is launching as a new Bermuda based ILS fund manager, I thought it would be interesting to look at the ILS start-up opportunity through the Integral ILS lens. Starting up is never easy, no matter the expertise of those involved, the quality of the provenance, or the blue-chip quality of the partners involved. In the case of Integral ILS, they have all three. The expertise of Managing Partners Lowther and Zeng. The provenance of their respective track records, history in ILS and of working together. The blue-chip...
2020-07-06
15 min
ConnectCast Podcast
Aetna: Delivering Benefits That Are Local, Flexible, Integrated, and Affordable
In this episode, Aetna discusses their relationship with CVS including MinuteClinics and the coming Health Hubs located in select CVS locations. Their focus on care with heart, that’s closer to home, and feels whole weaves through every aspect of their service, from wide network options to Aetna's interactive and rewarding apps. Kathleen Dibble, Aetna Director of Sales, Small Group and Middle Market, and Blair Rhodes, CA Sales Rep wrap it up with a look at broker bonuses and Q4 insights. Aetna Mobile PDF: https://tinyurl.com/y9mxjrtm Aetna Whole Health - Southern California HMO Network PDF: https://tinyurl.co...
2020-07-01
15 min
ConnectCast Podcast
MediExel: The Next Generation in Crossborder Healthcare
Learn how MediExcel brings San Diego employers a unique option with cross-border care and dependent-only plans. Gustavo Garcia, Senior Sales Manager of MediExcel and Romina Camacho, Sales Support Manager describe an extensive urgent care network in San Diego and Imperial Counties. With extended hours for their main facility, it’s easy to get care outside of the typical workweek. They discuss their contract with HEAL, a premier telemedicine provider. They also highlight how their expanded pharmacy program addresses COVID-19. MediExcel facility tour: https://tinyurl.com/ya8lrdls Expanded RX program: https://tinyurl.com/ybzmrzfh Topic ideas? Contact us at Intel@li...
2020-06-24
08 min
ConnectCast Podcast
Introducing Our Partnership with Guardian
Learn how our new partnership with Guardian Life offers unique product solutions for your small employer clients with Dental, Vision, Life, Disability, Critical Illness, and Accident. This episode features Joe Colwick, MBA, GBDS Channel Manager, Strategic Partnerships of Guardian Life and Michael J. Lewis Sales Consultant, Small Group Sales – Los Angeles/Central CA. They introduce their flexible products, innovative EAP, network, top-tier customer service with Guardian Anytime, and advanced technology. They also describe Guardian’s outstanding broker marketing and sales support. Topic ideas? Contact us at Intel@lisibroker.com.
2020-06-17
11 min
ConnectCast Podcast
Canopy Health: Reinventing Healthcare in the Bay Area
This episode features Denise Vance-Rodrigues, Vice President of Business Development for Canopy Health. She describes what makes the physician-owned regional carrier stand out. For one, their self-referral program makes it easy to access care throughout the Bay Area, which is a definite plus with so many people living and working in different cities. Canopy is unique in that you can purchase them through another carrier, namely UnitedHealthcare. She also describes some of Canopy’s innovative projects to improve members’ access to care. Topic ideas? Contact us at Intel@lisibroker.com.
2020-06-10
14 min
ConnectCast Podcast
Your COBRA Answers Amidst COVID-19: Sterling Administration
This episode is a must-listen for all brokers who need to understand the latest COBRA changes. As many businesses reduce their workforce amid the COVID pandemic, a rush of laid off and furloughed employees are looking at their COBRA option. Jeff Strong, Sterling Administration Vice President of Sales and COBRA Supervisor, Anlo Hoang explain what makes an employee COBRA eligible. They also provide some examples of what the COBRA timeline extension looks like. COVID-19 FAQS for Participants and Beneficiaries: https://tinyurl.com/y9vcp7a2 Topic ideas? Contact us at Intel@lisibroker.com.
2020-06-03
11 min
ConnectCast Podcast
CaliforniaChoice: Q3 Insights & Beyond
This episode features Michael Payton, Senior Vice President of Sales & Account Management and David McClintock, Vice President of New Sales of Choice Administrators. Tune in and learn what’s in store for Q3 and more. Find out what CaliforniaChoice is doing differently in the marketplace. They discuss how their wide variety of networks allows employers to put the power of decision in the hands of members. They also outline what CaliforniaChoice is doing to support brokers in serving their clients and how they’re helping members amid the pandemic. Topic ideas? Contact us at Intel@lisibroker.com.
2020-05-27
15 min
ConnectCast Podcast
Kaiser Permanente®: A Physician’s View
This episode features Dr. John Rott, a Kaiser Permanente® practicing pediatrician in San Diego and a Physician Director of the Southern California Permanente Medical Group. He gives a physician’s view of what makes Kaiser Permanente unique in the delivery of medicine. He also explains how Kaiser has evolved in recent years and the Kaiser Permanente School of Medicine, which is set to open in August. Please note that, due to COVID-19, much has changed as this episode was recorded in early March. Kaiser Permanente® School of Medicine Website: https://medschool.kp.org/about/some-key-features Kaiser Permanente® School of Medicine YouTu...
2020-05-20
20 min
ConnectCast Podcast
Guardian HR (AB5)
Michael Goldfarb of Guardian HR discusses AB 5 ̶ a new California law that could reclassify millions of independent contractors as employees. He explains how it will affect the benefits market, what employers need to know about AB 5, and penalties for misclassifying an employee. Topic ideas? Contact us at Intel@lisibroker.com.
2020-04-29
18 min
ConnectCast Podcast
ThinkHR (Sexual Harassment Training)
Joy Justus, ThinkHR Senior VP of Channel Sales, offers a comprehensive look at California’s sexual harassment training requirements. She covers best practices, important deadlines, out-of-state employees, filings, investigations, and onboarding. She also explains what brokers need to know and explains how ThinkHR’s Workplace Harassment Prevention Package offers a fully compliant solution. Topic ideas? Contact us at Intel@lisibroker.com.
2020-04-22
22 min
ConnectCast Podcast
Sterling Administration (ERISA)
Jeff Strong of Sterling Administration offers a 360-degree ERISA overview. He explains what clients are asking of brokers, increased compliance under the ACA, penalties, required documents, as well as issues related to 401(k)s and group life insurance. • “ERISA - What you need to know” PDF(Download here: https://tinyurl.com/wl26wdk) • “Evergreen ERISA” PDF(Download here: https://tinyurl.com/qwr7gzw) Topic ideas? Contact us at Intel@lisibroker.com.
2020-04-15
18 min
ConnectCast Podcast
COVID-19 Carrier Update
Two product experts from our Intel team give the latest updates on how carriers are responding to COVID-19. They get into carrier responses from all sides including grace periods for premium payments, waiting periods for rehires, and special enrollment periods. Topic ideas? Contact us at Intel@lisibroker.com.
2020-04-08
07 min
ConnectCast Podcast
PrimePay (ICHRA)
In this episode, Lisa Collins of PrimePay gives us a deeper dive into the new individual coverage HRAs (ICHRAs). She explains the advantages for employees and employers and the types of groups that would most benefit from an ICHRA. Topic ideas? Contact us at Intel@lisibroker.com.
2020-04-01
18 min
ConnectCast Podcast
Benefit Comply (ICHRA)
In this episode, Bob Radecki of Benefit Comply rejoins us to discuss new rules on ICHRAs - Individual Coverage HRAs. He explains how they work, eligibility requirements, and availability for employers. Topic ideas? Contact us at Intel@lisibroker.com.
2020-03-25
14 min