Navigating 2024 with Webb Milward – Unveiling Trends, Transaction Value, and the Run vs. Build Mindset

Know Your Risk and Insurance Coverage with RiskProNet

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/insights-unlocked">Insights Unlocked</a></span>

1
Insights Unlocked

ยกเลิกการติดตาม

4 วันที่แล้ว4d ago

ยกเลิกการติดตาม

รายสัปดาห์

What does it take to create experiences customers love, craft campaigns that captivate, and drive measurable results? Insights Unlocked features candid conversations with the builders, creators, and innovators driving some of the world’s most impactful digital transformations. Tailored for marketing, product, UX and CX leaders, each episode delivers actionable insights to help you create customer-first strategies and stay ahead in today’s competitive landscape. Each episode is about 30 minutes long. From optimizing product launches to leveraging AI for smarter workflows, Insights Unlocked is your go-to resource for designing experiences that resonate, drive loyalty, and achieve business results. Guests include influential leaders like Brian Solis, April Dunford, Kate Towsey, Jacob Nielsen, Teresa Torres, and Judd Antin among others, offering their expertise in CX, UX, and innovation. The podcast also highlights strategies and success stories from leading brands such as Verizon, Signet Jewelers, Figma, Microsoft, Tesco Bank, and more. UserTesting leaders and industry experts join as guest hosts, alongside show producer Nathan Isaacs, award-winning journalist and Senior Manager of Content Production at UserTesting. Brought to you by UserTesting, the leader in human insights and proactive customer experience strategies, Insights Unlocked empowers CMOs and marketing teams to craft experiences that drive growth, loyalty, and impact. Listen and subscribe wherever you get your podcasts. Show notes, curated clips and more at usertesting.com/podcast.

ประมาณหนึ่งปีที่แล้ว 41:47

MP3•หน้าโฮมของตอน

00:34 – Episode start and brief guest introduction.
01:23 – Background on Web and what led him to Reagan.
04:36 – What are some trends that should be paid attention to, as an agency, going into 2024.
06:51 – Producer recruitment, staff recruitment, and where he sees recruitment on the importance scale moving forward.
15:17 – How recruitment ties into agency ownership, discussion on employee retention strategies, investing in people, and culture.
23:50 – Diving into the Run vs. Build a value agency mindset and how he would prepare others for each type of agency.
29:11 – What is the time frame and his recommendation on where to start at a firm.
32:02 – Bringing value to a transaction, creating specialists, and key takeaways.
34:03 – Having/building a plan for change management and his recommendation for change management.
36:12 – His final thoughts going into 2024.
37:14 – What’s going on with Screamin’ Mimi's Salsa.
38:30 – His involvement The University of Kentucky Women’s basketball team and the NIL, and how he got involved.

Resources:
Connect with our host Chip on LinkedIn
Connect with Webb on LinkedIn
Lear more about Reagan Consulting & Screamin’ Mimi’s

37 ตอน

#Business #RiskProNet

Navigating 2024 with Webb Milward – Unveiling Trends, Transaction Value, and the Run vs. Build Mindset

Know Your Risk and Insurance Coverage with RiskProNet

published ประมาณหนึ่งปีที่แล้ว

แบ่งปัน

MP3•หน้าโฮมของตอน

Resources:
Connect with our host Chip on LinkedIn
Connect with Webb on LinkedIn
Lear more about Reagan Consulting & Screamin’ Mimi’s

37 ตอน

#Business #RiskProNet

ทุกตอน

Know Your Risk and Insurance Coverage with RiskProNet

1
How the California Wildfires Changed Insurance Policies: Rate Reform and Recovery 30:10

3 วันที่แล้ว30:10

30:10

In this follow-up conversation with Jill Epstein, CEO of IABCal, we dive deep into the state of the California insurance marketplace following the devastating January wildfires. Jill walks us through major regulatory shifts, including the commissioner’s new tools, the inclusion of cat modeling and reinsurance in rate applications, and how these changes are impacting carriers and consumers alike. She shares candid insights into how independent brokers are rising to meet the needs of their communities, the evolving role of the FAIR Plan, and what the future may hold for rate approvals, market stabilization, and rebuilding efforts across the state. Timecodes: 00:00 Introduction and welcome to Jill Epstein 01:04 New rate reform regulations and timelines 04:19 Cat modeling, reinsurance, and how fires accelerated change 08:18 Brokers’ on-the-ground response and early carrier actions 12:59 FAIR Plan updates and industry leadership during crisis 18:07 Market impact, rate realities, and future carrier return 24:03 E&O risks, sticker shock, and consumer understanding 27:14 Legislation, hope for change, and broker resilience Resources: Become a member at RiskProNet.com Connect with Jill Epstein on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Agencies within Agencies: The Story of M3 Elevate with Matt Cranney - Part 2 36:21

8 weeksที่แล้ว36:21

36:21

In this episode of Know Your Risk and Insurance Coverage with RiskProNet , we continue our insightful conversation with Matt Cranney from M3 Insurance. Matt leads M3 Elevate , a pioneering small business insurance division that redefines how firms approach this crucial market. He shares how M3 transformed its small business unit into a sustainable, profitable, and high-value operation by leveraging advisory-led, tech-supported strategies. We dive deep into key challenges, including how to balance profitability with excellent service, integrate technology efficiently, streamline workflows, and align producer and carrier incentives. If you’re looking to optimize your agency’s small business unit, this is an episode packed with practical takeaways. Tune in for part two of our discussion with Matt Cranney and gain valuable insights into the future of small business insurance. Timecodes 00:00 Introduction: Welcome Back with Matt Cranney 00:47 The Philosophy Behind M3 Elevate’s Success 02:30 Small Business vs. Large Commercial: Navigating the Challenges 05:00 Creating an Agency within an Agency: M3’s Unique Structure 07:17 Cross-Selling & Internal Workflows for Small Business Insurance 10:26 Producer Roles & Expectations in Small Business Units 13:39 Touchpoints & Customer Experience: How Often Should You Engage? 17:13 The Power of Insurance Technology in Small Business Operations 20:21 Why M3 Elevate Took a Cautious Approach to InsurTech Adoption 22:45 Specialization & Growth Strategies for Small Business Accounts 24:50 Managing Workload & Scaling Small Business Books Effectively 27:10 Producer Compensation, Sales Goals, and Performance Tracking 30:05 Carrier Consolidation: Strategy for Building Strong Partnerships 32:26 Key Lessons: What to Avoid When Building a Small Business Unit 35:15 Final Thoughts & Closing Remarks Resources: Become a member at RiskProNet.com Connect with Matt Cranney on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Agencies within Agencies: The Story of M3 Elevate with Matt Cranney - Part 1 20:33

13 weeksที่แล้ว20:33

20:33

In this episode of Know Your Risk and Insurance Coverage with RiskProNet , we sit down with Matt Cranney of M3 insurance to explore the unique approach behind their small commercial unit, M3 Elevate. Matt shares his journey from Liverpool to leading M3 Elevate, the strategies that turned an accommodation service into a thriving agency within an agency, and the intentional decisions that made it possible. From operational challenges to aligning leadership, this episode provides actionable insights for any agency looking to elevate its small business strategy. Stay tuned for a preview of our second session with Matt, where we’ll dive deeper into insurer tech and operational solutions. Timecodes: 00:00 Introduction to the podcast and RiskProNet 00:19 Episode overview and guest introduction: Matt Cranney from M3 Elevate 00:51 Matt's personal journey from Liverpool to leading in Wisconsin 02:50 How Matt connected with M3 and started shaping the small business unit 05:04 The evolution of M3’s small business focus and the decision to create M3 Elevate 08:24 Establishing M3 Elevate as an "agency within an agency" 12:33 Aligning internal messaging and branding to gain leadership and team support 15:24 The operational effort behind launching M3 Elevate and early success stories 19:22 Closing remarks: Preview of the next episode with Matt Cranney Resources: Become a member at RiskProNet.com Connect with Matt Cranney on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Disaster-Proofing Your Agency: Lessons from Houston with Cheryl Sanders 25:01

18 weeksที่แล้ว25:01

25:01

In this episode of "Know Your Risk and Insurance Coverage" with RiskProNet, Cheryl Sanders from Brady, Chapman, Holland & Associates in Houston shares her expertise on disaster recovery planning for insurance agencies, drawing from real-life experiences with major hurricanes like Katrina, Rita, and Harvey. Cheryl discusses the evolution from manual backup tapes to cloud-based systems, strategies for maintaining operations during crises, and the importance of staff safety and client communication. She also highlights the challenges posed by modern weather events, internet and cell service disruptions, and the growing need for cybersecurity preparedness. Packed with practical advice, this episode provides value for agencies looking to enhance their disaster recovery plans and better serve their clients. Timecodes 00:00 Introduction – Welcome to "Know Your Risk and Insurance Coverage" 00:19 Episode Overview – Disaster recovery planning with Cheryl Sanders 00:44 The Challenge – Lessons from Hurricane Katrina and Rita 03:12 Disaster Recovery Evolution – Moving from manual backups to cloud-based systems 05:18 Modern Challenges – Houston’s increasing climate risks 06:06 Today’s Disaster Plan – Cloud reliance and unexpected hurdles 10:07 Communication Issues – Addressing cell and internet outages 12:18 Claims Reporting – Streamlining the process with proprietary tools 14:01 Staff Preparedness – Training and role clarity for disaster events 15:41 Client Touchpoints – Enhancing empathy and client communication 17:17 Budget Considerations – Allocating resources for disaster recovery 18:09 Cybersecurity – Safeguarding against evolving threats 20:12 Future Planning – Improving employee support during crises 24:45 Closing Remarks – Thank you for tuning in and staying prepared Resources: Become a member at RiskProNet.com Connect with Cheryl Sanders on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Matt Sasso: Building a Stronger RiskProNet Community 17:20

20 weeksที่แล้ว17:20

17:20

In this episode of Know Your Risk and Insurance Coverage , we sit down with Matt Sasso, the new Executive Director of RiskProNet. Matt shares insights from his 40-year career in the insurance industry, his motivations for joining RiskProNet, and his vision for its growth. With experience spanning underwriting, marketing, and business development, Matt brings a unique perspective to the organization. He discusses the evolving role of independent agents, opportunities for collective growth, and his goals for RiskProNet's future. Listen in to discover how Matt plans to strengthen relationships within the insurance community while expanding the organization’s reach. Timecodes: 00:00 - Introduction to Know Your Risk and Insurance Coverage 00:19 - Introducing Matt Sasso, New Executive Director of RiskProNet 00:44 - Matt's Initial Impressions of RiskProNet 01:05 - Matt’s 40-Year Career in Insurance 02:20 - Insights from Carrier and Underwriting Experience 03:24 - The Shift in Insurance Brokerage and Independent Agents 05:25 - Matt’s Personal Journey to RiskProNet 08:23 - Vision and Goals for RiskProNet’s Future 11:39 - Enhancing Relationships with Carriers and Members 12:04 - Strategic Growth and Expanding RiskProNet’s Membership 14:19 - Personal Insights: Matt's Family and Hobbies 16:43 - Closing Remarks and Contact Information…

Know Your Risk and Insurance Coverage with RiskProNet

1
The Future of Insurance Brokerage: AI and Data with Erik Vandermause 35:42

22 weeksที่แล้ว35:42

35:42

In this episode of Know Your Risk and Insurance Coverage , we chat with Erik Vandermause from M3 Insurance, who leads the Applied Intelligence team focused on data analytics, digital solutions, and CRM strategies. Erik talks about Broker Pro, a data and insights platform built for brokers, detailing its role in enhancing client outcomes, transforming sales strategies, and optimizing operational efficiencies. He also discusses the impact of generative AI with Gen Pro and how these innovations are reshaping the insurance landscape. Join us to learn about the future of insurance brokerage and the shift toward a data-driven, AI-enhanced approach. Timecodes: 00:00 - Introduction to Know Your Risk and Insurance Coverage 00:19 - Welcoming Erik Vandermause from M3 Insurance 00:45 - Erik’s Background: From Accenture to M3 Insurance 01:28 - The Development and Purpose of Broker Pro 02:35 - Scaling Analytics for Insurance Brokerages 03:45 - Transition from Relationship Selling to Data-Driven Strategies 06:26 - Implementing AI Tools like Gen Pro in Brokerages 09:12 - Overview of Benchmark Pro and Its Use in Client Outcomes 12:00 - Ensuring Data Security and Quality in Broker Pro 15:00 - Adoption and Training for Broker Pro Users 24:20 - Future Roadmap and Additional Data Products for 2025 34:41 - Closing Thoughts on Broker Pro’s Impact and Evolution…

Know Your Risk and Insurance Coverage with RiskProNet

1
Unmasking the Insurance Industry in California with Jill Epstein of IIABCal 31:47

26 weeksที่แล้ว31:47

31:47

In this episode of Know Your Risk and Insurance Coverage, we sit down with Jill Epstein, the Executive Director of IABCal (Independent Agents & Brokers of California), to discuss the ongoing property insurance challenges in California. Jill provides an in-depth look at how Proposition 103, regulatory delays, and reinsurance costs have shaped the current crisis. She shares how California's unique regulatory environment differs from other states and what the future holds for homeowners and insurance agents. This episode is a must-listen for anyone trying to understand the complex dynamics of California’s insurance market and how it affects both consumers and insurance companies. Timecodes: 00:00 – Introduction to Know Your Risk and Insurance Coverage 00:19 – Introducing Jill Epstein of IABCal 00:45 – California's Regulatory Differences 02:00 – The Impact of Proposition 103 on California’s Insurance Market 03:20 – The Trifecta of California’s Insurance Regulatory Challenges 05:00 – Rate Delays and Public Participation in California 06:40 – Reinsurance and Historical Data Limitations 08:00 – Wildfire Crisis and Its Role in Insurance 09:02 – Understanding Reinsurance and Capacity 10:12 – State Farm’s Decision to Halt New Policies 11:41 – California Fair Plan: A Market of Last Resort 13:41 – Exposure Concerns and the Fair Plan 14:50 – The Importance of Allowing Adequate Rates 16:20 – Staffing and Operational Challenges in the Department of Insurance 18:04 – IABCal’s Coalition and Legislative Efforts 19:42 – What Does the Future Hold for California's Insurance Market? 21:43 – Final Thoughts on Industry Challenges and Moving Forward 30:02 – Closing Remarks and Future Outlook Resources: Become a member at RiskProNet.com Connect with Jill Epstein on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
How Specialization Transformed M3 Agency: Insights from Brad Reitzner - Part 2 25:54

30 weeksที่แล้ว25:54

25:54

In this episode of "Know Your Risk and Insurance Coverage with Risk ProNet," host Chip Arenchild continues his conversation with Brad Reitzner, Executive Vice President of Property and Casualty at M3 Agency, to discuss the transformative power of specialization. Brad discusses the impact of their Business Assurance Associates program, how they efficiently train and integrate new talent, and the cultural shift that has made specialization a winning formula at M3. Discover how M3’s focus on industry verticals and product specialization has not only driven growth but also set a new standard for client service in the insurance industry. Timecodes 00:00 - Introduction: Welcome to Know Your Risk and Insurance Coverage with Risk ProNet 00:19 - Brad Reitzner on Specialization and Practice Groups at M3 Agency 01:37 - The Business Assurance Associates Program: Training Future Specialists 02:57 - Aligning Talent with Industry Verticals: Finding the Right Fit 04:15 - The Value of Hands-On Experience in Developing New Talent 06:58 - Building Relationships and Expertise: The Importance of Industry Associations 08:04 - Balancing Day-to-Day Responsibilities with Professional Development 09:54 - The Role of Development Plans in Talent Retention and Growth 11:11 - Ensuring Accountability and Clear Expectations in Practice Groups 13:20 - Setting New Business Goals and Sales Velocity Targets 14:42 - The Importance of Team Selling and Collaborative Growth 16:45 - The Cultural Shift: Embracing Specialization and Reciprocity 19:13 - Competing with Industry Giants: How M3 Stands Out 20:58 - Continuous Improvement: Looking Ahead at New Specializations 21:52 - Specializing in Small Business with M3 Elevate 23:17 - Product Specialization: Captives, Cyber, and Beyond 24:31 - Closing Thoughts: The Impact of Specialization on M3’s Success Resources: Become a member at RiskProNet.com Connect with Brad Reitzner on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
How Specialization Transformed M3 Agency: Insights from Brad Reitzner - Part 1 27:30

35 weeksที่แล้ว27:30

27:30

In this episode of "Know Your Risk and Insurance Coverage with Risk ProNet," host Chip Arenchild welcomes Brad Reitzner, Executive Vice President of Property and Casualty at M3 Agency, to discuss the transformative power of specialization. M3 Agency, a top 100 agency with 400 employees across eight offices, has successfully grown organically through a strategic focus on practice groups. Brad shares the agency’s journey from being generalists to specialists, highlighting the challenges and successes along the way. He delves into the structure and operations of practice groups, the importance of industry-specific knowledge, and how M3’s culture and ownership model support this specialized approach. Tune in to learn how M3’s innovative strategies can inspire your own agency’s growth. Timecodes: 00:03 - Introduction and Welcoming Brad Reitzner 01:19 - Background on M3 Agency and Brad's Role 03:28 - Transitioning from Generalist to Specialist: The Beginning 05:23 - Initial Practice Groups and Early Challenges 06:54 - Success and Expansion Post-2005 08:24 - Brad’s Transition from a Generalist Agency to M3 09:55 - Aligning Operations and Service Teams with Practice Groups 12:30 - Structure and Efficiency within Practice Groups 14:22 - Benefits of Centralizing Expertise 17:03 - Managing Expectations and Accountability in Practice Groups 19:14 - Organizational Structure and Management Layers 23:36 - Role of Directors and Support Systems 26:51 - Compensation and Incentives for Directors 27:55 - Back to Basics: Focus for 2024 Resources: Become a member at RiskProNet.com Connect with Brad Reitzner on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Bridging the Gaps: Young Professionals and Women Working in Insurance with Kelsey Swingle-Robertson 31:07

40 weeksที่แล้ว31:07

31:07

In this episode of "Know Your Risk and Insurance Coverage with Risk Pro Net," host Chip Arenchild sits down with Kelsey Swingle-Robertson from Swingle Collins in Dallas, Texas. Kelsey shares her unique journey from working at JP Morgan to joining her family’s insurance agency. She discusses the importance of work ethic, the advantages of commission-based careers, and the value of women in the insurance industry. Kelsey also provides insights on how to attract young talent to the field, the benefits of work-life integration, and the critical role mentorship plays in developing successful insurance professionals. Tune in to learn about the diverse opportunities within the insurance sector and why it's a hidden gem for career seekers, especially women. Whether you’re new to the industry or a seasoned professional, this conversation offers valuable perspectives on building a rewarding career in insurance. Timecodes: 00:00 - Introduction and Kelsey's Background 01:16 - Kelsey's Early Career and Creative Networking 02:18 - Lessons from Banking Applied to Insurance 03:53 - Transition to Insurance and Work-Life Balance 06:00 - Commission-Based Careers and Advantages for Women 07:26 - Overcoming Gender Barriers and Role Models in Banking 10:44 - Confidence and Speaking Up in Male-Dominated Industries 14:08 - Cold Calling and Building Confidence in Sales 18:02 - Mentorship and Training at Swingle Collins 21:47 - Recruiting Women to Insurance and Building a Diverse Team 26:45 - Conclusion and Closing Remarks Resources: Become a member at RiskProNet.com Connect with Kelsey Swingle-Robertson on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Unlocking the Secrets of Pharmacy Benefit Managers: Insights from Adam Aguilar 26:25

43 weeksที่แล้ว26:25

26:25

In this episode of “Know Your Risk and Insurance Coverage,” Chip Arenchild welcomes Adam Aguilar from Action Pharmaceutical Consulting to demystify the world of Pharmacy Benefit Managers (PBMs). With healthcare costs rising, understanding PBMs is more critical than ever. Adam explains what PBMs do, why they impact your health plan costs, and how businesses can take control of their healthcare expenses. Whether you’re a broker or a business owner, this conversation provides actionable insights to help you navigate the complex landscape of pharmacy benefits and achieve significant savings. Timecodes: 00:00 – Introduction and Guest Overview 00:47 – Understanding PBMs and Their Role in Healthcare 02:16 – Current Healthcare Cost Increases and Causes 05:36 – Market Share and Options in the PBM Industry 07:34 – Self-Funding and Cost Management Strategies 10:57 – Characteristics of Plans Suited for Self-Funding 12:15 – Customizing Pharmacy Benefits Plans 18:00 – Ongoing Management and Review Process 21:16 – Future of PBMs and Industry Transparency 23:11 – International Sourcing for Cost Savings 24:02 – Raising Awareness and Providing Options 25:03 – Closing Remarks and Contact Information Resources: Become a member at RiskProNet.com Connect with Adam Aguilar on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
How Parametric Insurance Is Changing the Game with Garrett Koehn 23:07

49 weeksที่แล้ว23:07

23:07

Dive into the world of parametric insurance with Garrett Koehn, President of Executive Lines and Chief Innovation Officer at CRC. In this episode of "Know Your Risk and Insurance Coverage with RiskProNet," Garrett sheds light on the origins of parametric insurance, its evolution beyond weather-related events, and its growing applications in various sectors. From automatic triggers to social benefits and data-driven underwriting, discover how parametric insurance is revolutionizing risk management. Join the conversation to explore the intricacies of this innovative insurance approach and its implications for businesses and insurers alike. Timecodes: Introduction and Overview (00:00 - 01:00) Exploring Parametric Insurance (1:00 - 3:19) Benefits and Applications (3:19 - 0:05) Marketplace Applications (5:05 - 7:43) Data-Driven Underwriting (7:43 - 10:51) Future Trends and Innovations (10:51 - 13:11) Blockchain and Emerging Technologies (13:11 - 16:01) Introduction of New Products (16:01 - 18:57) Evolving Landscape and Broker Role (18:57 - 21:44) Resources: Become a member at RiskProNet.com Connect with Garrett Koehn on Linkedin Connect with Chip Arenchild on LinkedIn…

Know Your Risk and Insurance Coverage with RiskProNet

1
Navigating 2024 with Webb Milward – Unveiling Trends, Transaction Value, and the Run vs. Build Mindset 41:47

1 yearที่แล้ว41:47

41:47

In this week's episode we are joined by Webb Milward, the Head of Strategic Development at Reagan Consulting. Tune in as we dive into trends to look out for in 2024, the Run vs. Build agency, Screamin’ Mimi’s, and so much more! 00:34 – Episode start and brief guest introduction. 01:23 – Background on Web and what led him to Reagan. 04:36 – What are some trends that should be paid attention to, as an agency, going into 2024. 06:51 – Producer recruitment, staff recruitment, and where he sees recruitment on the importance scale moving forward. 15:17 – How recruitment ties into agency ownership, discussion on employee retention strategies, investing in people, and culture. 23:50 – Diving into the Run vs. Build a value agency mindset and how he would prepare others for each type of agency. 29:11 – What is the time frame and his recommendation on where to start at a firm. 32:02 – Bringing value to a transaction, creating specialists, and key takeaways. 34:03 – Having/building a plan for change management and his recommendation for change management. 36:12 – His final thoughts going into 2024. 37:14 – What’s going on with Screamin’ Mimi's Salsa. 38:30 – His involvement The University of Kentucky Women’s basketball team and the NIL, and how he got involved. Resources: Connect with our host Chip on LinkedIn Connect with Webb on LinkedIn Lear more about Reagan Consulting & Screamin’ Mimi’s…

Know Your Risk and Insurance Coverage with RiskProNet

1
The Approach to Success When it Comes to Benefits and Communicating Rate Increases to Clients with John Melborn 38:33

2 yearsที่แล้ว38:33

38:33

In this week's episode we are joined by John Melbon, the benefits division leader at SullivanCurtisMonroe which is located in Southern California. We dive into benefits, alternative funding, what is the pharmacy benefit manager (PBM), and more! 00:34 - Episode start and brief guest introduction. 01:37 - What is he seeing and what is he doing in his approach that may be different than others when it comes to benefits. 02:48 - How does he talk to someone about a 30% rate increase, what can he do to mitigate that, and how do they communicate rate increases to clients. 07:37 - How they manage their renewals and how they use their renewal success calendar. 08:52 - What are people doing to overcome challenges, what alternative methods is he looking into, and what strategies he recommends. 15:27 - What is the pharmacy benefit manager and what role does it play in trying to control costs. 19:13 - Are more people, prospects, or clients going this direction of self-funding mechanisms? 21:38 - What are John’s thoughts on what the future holds? 25:16 - How has it been for John and his firm participating with RiskProNet and how has it benefited him as a broker and his firm. 27:41 - Diving into branding and messaging. 29:57 - What technology they offer and utilize at SullivanCurtisMonroe. 34:53 - How they are continuously evolving and growing for success. Connect with our host Chip on LinkedIn! Connect with John on LinkedIn Learn more about SullicanCurtisMonroe Learn more about RiskProNet…

Know Your Risk and Insurance Coverage with RiskProNet

1
Bolton Street, Developing Programs, and Program Eligibility with Geraldine DelPrete from SterlingRisk 30:51

2 yearsที่แล้ว30:51

30:51

In today’s episode we are joined by Geraldine DelPrete, the President of Programs at SterlingRisk. Tune in to learn more about Bolton Street, creating programs, program eligibility, and more! 00:34 - Episode start and guest introduction. 01:23 - What does it mean to create a program and how did they get started creating programs? 04:29 - Diving into what Bolton Street means. 06:38 - Why are reinsurance costs going up and explanation. 11:57 - What capacity means to them, the misuse of the word capacity, and social inflation. 13:54 - What has to change for capital flowback and how are they going to find a better rate of return? 16:44 - What is the program eligibility, how does she find the carrier to pick, what kind of value commitments she might have to have with them, why is it better as an agent to go to Bolton Street and what are you getting with them. 18:13 - How to get in contact with Bolton Street. 18:56 - How they develop a program. 22:36 - Discussion on limits going down due to the market and purchasing limits. 24:33 - What programs is she most excited about? 26:52 - More on Bolton Street and what they can do to help. 28:56 - Is there a limit on their cyber and is there a target? Connect with Geraldine DelPrete on LinkedIn Follow SterlingRisk on LinkedIn Learn more about SterlingRisk Connect with Chip Arenchild Learn more about RiskProNet…

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Know Your Risk and Insurance Coverage with RiskProNet « » Navigating 2024 with Webb Milward – Unveiling Trends, Transaction Value, and the Run vs. Build Mindset

Navigating 2024 with Webb Milward – Unveiling Trends, Transaction Value, and the Run vs. Build Mindset

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Navigating 2024 with Webb Milward – Unveiling Trends, Transaction Value, and the Run vs. Build Mindset