Welcome to another insightful episode of ShiftShapers! Join host David Saltzman as he delves into a conversation with Maya Perl, the visionary co-founder of Zorro. Together, they unravel the intricacies of the Individual Contribution Health Reimbursement Arrangement (ICHRA) and its profound impact on both employers and employees.

Discover how ICHRA empowers employers to revolutionize healthcare benefits by offering a defined contribution model, granting employees the autonomy to select tailored health plans that cater to their unique needs. Maya shares her inspiring journey in the healthcare realm, unveiling the genesis of Zorro and how their innovative platform, infused with AI prowess, simplifies plan selection, making healthcare more accessible and cost-effective than ever before.

In this discussion, explore the unparalleled advantages of ICHRA, including substantial cost savings, enhanced flexibility, and a plethora of personalized healthcare options. Learn how Zorro's cutting-edge technology educates employees, streamlines allowance calculations, and facilitates seamless enrollment into ICHRA plans, irrespective of employer size or geographical boundaries.

Join us as we uncover the transformative potential of ICHRA in reshaping the healthcare landscape, fostering higher retention rates, and paving the way for a healthier, more empowered workforce. Don't miss out on this enlightening exploration into the future of healthcare—tune in now and embark on a journey towards a healthier tomorrow!

On this episode of ShiftShapers, a podcast focused on the employee benefits industry, host David Saltzman discusses the secrets of business growth with Kevin Trokey and Wendy Keneipp from Q4 Intelligence. 

The ShiftShapers Podcast is brought to you by MZQ Consulting, offering concierge-level service for all your benefits compliance needs, and the agility to keep up with the changing landscape.

In this enlightening discussion, Kevin and Wendy share their experiences and lessons learned which are also included in their book, “The Salesperson's Guide to Growing a Business.” The conversation touches on the importance of shifting from accidental to intentional business strategies, the role of marketing, effective prospecting in sales, the impact of technology, and the crucial role of leadership in an organization. They emphasize the need for viewing sales as a relationship and advice-based endeavor, while providing great insights regarding industry practices and strategies.

In this episode of the ShiftShapers Podcast, host David Saltzman interviews Ryan James Miller, a performance coach, consultant, keynote speaker and author of the book “Wounds.” Miller shares his professional journey and the adversities he had to overcome, including his father's abandonment, his fight for acceptance during his adolescence, the layoffs during the 2011 recession, and surviving the Route 91 Harvest Festival shooting in Las Vegas in 2017. 

The ShiftShapers Podcast is brought to you by MZQ Consulting, offering concierge-level service for all your benefits compliance needs, and the agility to keep up with the changing landscape.

Ryan talks about how these experiences led to his realization of the link between personal wounds and unlocking one's unique greatness. He stresses on the importance of acknowledging wounds, understanding the rippling impact, finding the good and unlocking the greatness within oneself. Ryan presents “Wound Analysis Framework” that helps in personal transformation based on these principles.

What are the compliance issues that you should be aware of and what's coming down the pike legislatively for your business?

In this episode of the ShiftShapers podcast hosted by David Saltzman, ERISA attorney Jennifer Berman, the NABIP (National Association of Benefit Insurance Professionals) Legislative Vice Chair and CEO of MZQ Consulting, discusses various compliance issues that employers and their advisors must know.

00:00 Introduction to Compliance Issues and Legislative Updates

00:49 Understanding Mental Health Parity

02:51 Changes in Mental Health Parity Law

03:47 Annual Reporting Requirements

08:04 Understanding Prescription Drug Data Collection (RxDC)

12:42 The Complexity of ACA Reporting

16:57 Understanding Gag Clause Attestation

25:28 The Importance of Fiduciary Responsibility

33:39 Legislative Updates: Employer Reporting Bill and More

39:21 The Future of Telehealth and Virtual Care

41:09 Conclusion and Final Thoughts

Ever wanted to know what consumers really desire from their brands? Then you won't want to miss this episode with our phenomenal guest, Kurt Bartolich, the founder of Brand Certain. Kurt's bi-annual survey of 1,600 consumers provides precious insights into shifting consumer preferences, shattering the old paradigm of 'uniqueness' in favor of genuine qualities like honesty and authenticity. We unearth the importance of convenience and originality to consumers and scrutinize case studies: Bed Bath and Beyond's failure to meet consumer desires and Verbo's triumphant brand positioning.

Can CEOs master the art of public speaking? Kurt's years of experience lend us invaluable advice on this topic. With a focus on honesty, transparency, and authenticity, he discloses practical tips to enhance unscripted, natural conversation, ensuring your brand message resonates with consumers. We also delve into a crisis management case, examining how Toyota navigated troubled waters. This episode is a treasure trove of practical takeaways on building consumer trust and shaping successful brands - a must-listen for anyone invested in understanding and meeting consumer needs.

Want to revolutionize your company's healthcare experience? Tune in as we welcome Ryan Robbins, the dynamic co-founder of Ello Benefits, who is here to discuss the transformative power of direct primary care (DPC) and its potential to significantly impact medical costs, improve employee experiences, and manage chronic conditions. Ryan offers an insider's perspective on how his team is shaking things up in the healthcare industry, providing tailored solutions to enhance efficiency and effectiveness in underserviced markets. 

Shifting gears, we delve into the role our physicians play in the healthcare equation, highlighting the importance of understanding patients' insurance status. Ryan shares how they are educating employees on optimal use of medical insurance through open enrollment meetings, with physicians playing a vital role. We also touch on the benefits of DPC from the perspective of both physicians and employees, and the advantages of level funded plans for employers with fewer than 300 employees. Don't miss out on this eye-opening conversation as we unpack these innovative ideas and strategies leading to a better healthcare experience for all.

Want to crack the secret to building enduring business relationships? What if we told you that the key is not hidden within complex strategies but lies in simplicity, authenticity, and selflessness? This awe-inspiring conversation with Andre Davis, a respected communication specialist and public speaker, brings that theory to life.

You'll be fascinated as Andre unravels his approach to forming meaningful connections, emphasizing genuine interest in understanding someone's story, needs, and goals over pushing an agenda. Andre also breathes life into the concept of servant leadership, challenging traditional thoughts and showing how helping others when they can offer you nothing in return is a powerful tool for long-term success. Prepare to be deeply moved and influenced by Andre's perspective. 

Furthermore, Andre sheds light on the compelling influence of 'Go-Giver' on his business philosophy and how it shapes his strategy in forming authentic connections on platforms like LinkedIn. He also emphasizes the immense power of effective communication in building trust, standing out, and establishing a strong business presence. Filled with Andre's enlightening anecdotes and practical tips, this episode is an invaluable guide to anyone willing to step up their relationship-building game in business. Be ready for an incredible journey that combines the power of communication, authentic leadership, and the magic of giving in the world of business. Enjoy the ride!

Are you tired of feeling lost in the complex world of healthcare? Ever wish you had a guide to navigate you through it all? Well, meet Keith Somers, co-founder and CRO of HealthCorum, a company that's revolutionizing the healthcare sector, giving you the power to make informed decisions. Keith shares his personal journey of how his encounters with wasteful and low-value care inspired him to tackle these issues head-on, advocating for high-value, high-quality care.

HealthCorum's approach is simple yet innovative - transparency and data-driven insights. This episode reveals how risk adjustment using data analytics can provide a fair comparison of healthcare providers, leading to potential massive cost savings. Keith also explains how HealthCorum is fighting to improve patient outcomes at a grassroots level, marrying price transparency and data-driven scores to empower you, the consumer. No more feeling left in the dark when making healthcare decisions, tune in to understand how HealthCorum is lighting the way!

Do you often find yourself wrestling with the myriad of challenges in benefits administration? Tune into our fascinating conversation with Shannon Goggin, co-founder and CEO of Noyo, as we traverse the landscape of benefits experience enhancement for customers. Shannon shares the inception story of Noyo, a visionary company that simplifies data exchange across divergent systems and how their mission is to enable secure data sharing with the goal of delivering the right information to the right people, at the opportune time.

Ever felt exasperated by the industry's stumbling blocks such as the absence of universally accepted standards or the herculean task of processing an ocean of information? We've got you covered! We dive into the heart of these issues and discuss how Noyo provides comprehensive solutions for companies longing to integrate a seamless benefits experience into their software. We also unravel the knotty issue of premium leakage and delve into the transformative potential of technology, particularly AI, in boosting operational efficiency and reducing the burden on employers. Catch the wave and join us in exploring the monumental influence of AI in managing data and the urgent requirement for speedy carrier set-up and how Noyo's pioneering technology simplifies this process.

Imagine a future where health plans come with no deductibles and no copays, doesn't it seem like a fantasy? But what if it's not? In our enlightening conversation with James Millaway, the CEO of Zero Health, we unpack the concept of health plans without the burden of deductibles and copays. We trace the history of these cost-sharing measures and their effect on overall healthcare costs. We also highlight the idea of insurance and how it should be a guard against catastrophic risks, not everyday events. 

Moving onto the second half of our discussion, we delve into the realm of efficient healthcare purchasing and its potential for significant cost savings. We ponder on how employers and brokers can enable their employees to make informed decisions about their care. The talk also covers the integration of care management and the potential savings in medical expenditure. Our discussion reaches its peak as we talk about the future of healthcare and the vital role of trust. We explore Zero Health's impact on this future, and the importance of creating a trustworthy product. Don't miss out on this insightful conversation where we reimagine the future of healthcare.