Insurtech Building Blocs

In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline the quoting and enrollment process for individual agents. The conversation covers the need for a unified platform, the response from IMOs and FMOs, and the impact of CMS regulations on the market. The episode concludes with insights on how agents can benefit from the new solution and how to get started.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

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Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://capitol-benefits.com).  This episode dives deep into the ever-changing group benefits market, offering valuable insights for businesses of all sizes.

Key Discussion Points:

• Market Dynamics: Explore the impact of carrier consolidation and its implications for employers.
• Navigating Healthcare Costs: Gain insights into managing rising healthcare expenses and understanding drug pricing models.
• Beyond Traditional Options: Discover innovative solutions like level-funded plans, association health plans, and Professional Employer Organizations (PEOs).
• Employee Well-being: Learn how prioritizing mental health benefits and voluntary benefits can enhance your recruitment and retention strategies.
• The Future of Benefits: Get a glimpse into the role of advocacy, technology, and work-life balance in shaping the employee benefits landscape.

This episode is a valuable resource for business owners, HR professionals, and anyone involved in selecting employee benefits.  Gain the knowledge you need to create a competitive benefits package that attracts top talent and fosters a healthy, engaged workforce.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

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In this episode, Tim Robinson and Cory Schmidt interview Cristin Hopkin-Bishop, COO at The Brokerage Inc. Cristin shares her background, the history of The Brokerage Inc., and the current landscape, shifts, and consolidation in the insurance industry.

The Brokerage Inc. is a family-owned national FMO (Field Marketing Organization), IMO (Independent Marketing Organization), and BGA (Brokerage General Agency) specializing in Life, Health, and Medicare products.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
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In this episode, Tim Robinson and Cory Schmidt recap the BlocBuilder 2024 conference. BlocBuilder 2024 was a powerful event where AgencyBloc team members, customers, and partners came together in Atlanta for 3 days of leadership meetings, educational sessions, and 1-on-1 meetings.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
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In this episode, Tim and Cory share their experience at Medicarians Vegas 2024, an event with 3,000+ attendees across the senior health, wealth, and agetech ecosystem. Our hosts also dig into the recent CMS ruling and the effect it may have across the entire insurance industry.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
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Tim Robinson and Cory Schmidt interview Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales (SMS). Dwane has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships, and a team of marketing consultants who support sales in excess of 600,000 new business applications into Medicare-related products annually.

Dwane shares his involvement and thoughts on upcoming CMS legislation, explains the key proposed changes that could impact the MA distribution model, and how it affects IMO/FMOs, agents, and brokers.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
YouTube: https://www.youtube.com/c/agencybloc
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In this episode, Cory Schmidt interviews Amanda Brewton, an expert in the Medicare field for nearly 20 years. Amanda is the owner of Medicare Answers Now, a Field Marketing Organization in Cleveland, Ohio supporting agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more.  She continues teaching numerous courses across the country on Ethics, Business Development, Sales, Marketing, and many Continuing Education courses. Amanda is the creator of the Ms. Medicare Conference, Medicare and Margaritas conference, and was awarded “Educator of the Year” by her local state NABIP Chapter.

Learn more about Amanda:
Medicare Answers Now
Amanda Brewton on LinkedIn
Amanda Brewton on Facebook
Ms. Medicare Facebook Group
Ms. Medicare Conference
Medicare & Margaritas Conference
Medicare, Marketing, and Motivation Facebook Group

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
YouTube: https://www.youtube.com/c/agencybloc
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In this episode, Tim Robinson and Cory Schmidt (co-founder and CTO at AgencyBloc) reflect on the past, present, and future of AgencyBloc before diving into the technology needs of leading health & benefits agencies, GAs, IMO/FMOs, carriers, and more.

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
YouTube: https://www.youtube.com/c/agencybloc
Facebook: https://www.facebook.com/agencybloc
Instagram: https://www.instagram.com/agencyblocams
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AgencyBloc presents Insurtech Building Blocs, a new podcast that takes a macro look at health, benefits, and senior market Insurtech industry happenings and trends.

If you're curious about the Insuretech landscape and how the movers and shakers of the industry are progressing, join Tim and Cory on Insurtech Building Blocs each month, premiering January 2024, available everywhere you download your favorite podcasts.  

Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered.

Learn more at https://www.agencybloc.com

LinkedIn: https://www.linkedin.com/company/agencybloc
YouTube: https://www.youtube.com/c/agencybloc
Facebook: https://www.facebook.com/agencybloc
Instagram: https://www.instagram.com/agencyblocams
X: https://twitter.com/agencybloc