Beyond the Benefits with Savoy

Our experts will cover the newest trends and hot-button issues surrounding the health insurance industry, employee benefits, employer services, compliance and beyond. Now available on Itunes and everywhere you can listen to podcasts! This podcast was created by, and is the exclusive property of, of Donald C. Savoy, Inc. d/b/a Savoy Associates. The information provided in this podcast is intended for informational purposes only and is subject to change without notice.

Episode 55: Spotlight on Aetna | Helping Brokers in the Florida Small Group Market

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

04-17
14:59

Episode 54: New Bills Aimed to Reduce ACA Employer Reporting

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

01-27
15:51

Episode 53: Spotlight on Private Disability Plans

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

11-05
14:03

Episode 52: Spotlight on Vitable Health

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

10-09
14:47

Episode 51: Spotlight on Specialty Benefits

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

08-08
30:31

Episode 50: Hello, Connecticut! | Meet Your Dedicated Business Development Team

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.

07-26
08:00

Episode 49: Spotlight on ADP

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 Partner 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

07-08
26:14

Episodio 48: Perspectivas De Nuestros Expertos

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.

06-21
16:07

Episode 48: Spotlight on Ruby | Insights from Our Experts

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

06-21
15:46

Episode 47: The Role of the Broker

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.

05-15
11:49

Episode 46: What to Expect From NABIP 2024 | Chris Vanderwolk & Jessica Brooks Woods, CEO of NABIP

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!

05-08
09:22

Episode 45: The PEO Landscape for 2024 | Virtual PEO Panel Discussion

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

04-22
01:53:25

Episode 44: Spotlight on Barbara | Insights from Our Experts

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.

03-28
12:42

Episode 43: Understanding Fiduciary Duties

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

03-07
20:32

Episode 42: Spotlight on Sean | Insights from Our Experts

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.

01-10
15:02

Episode 41: Gag Clause Attestation Requirements

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

11-16
16:07

Episode 40: Spotlight on Ashlyn | Insights from Our Experts

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.

10-27
16:42

Episode 39: ERISA Compliance Calendars | The Employer Roadmap for All Things Compliance

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?

10-10
08:13

Episode 38: Spotlight on Adrian | Insights from Our Experts

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.

09-29
19:44

Episode 37: Broker Spotlight on Kevin Davis | Insights from Our Experts

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.

09-21
19:35

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