87 episodes

Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry.
Hosted by benefits industry veteran, entrepreneur, and President of Agency Leverage, Dennis Carlson
Each episode delivers actionable insights, tactics and new innovations from employee benefits brokers, benefits advisors, HR professionals, insurance company executives, tech companies and others in the Employee Benefits and Human Resources ecosystem.

Benefits Influencer Dennis Carlson / Agency Leverage

    • Business
    • 5.0 • 39 Ratings

Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry.
Hosted by benefits industry veteran, entrepreneur, and President of Agency Leverage, Dennis Carlson
Each episode delivers actionable insights, tactics and new innovations from employee benefits brokers, benefits advisors, HR professionals, insurance company executives, tech companies and others in the Employee Benefits and Human Resources ecosystem.

    True Transparency: An Advisor, Employer, and Ecosystem Perspective w/ Brittney Bello

    True Transparency: An Advisor, Employer, and Ecosystem Perspective w/ Brittney Bello

    Dennis interviews Co-Founder & President of SolV Independent Insurance Associates, Brittney Bello.
    Employee Benefits Brokers and Advisors will want to listen in as Dennis and Brittney go beyond the buzzword of "transparency" to uncover what it looks like when advisors, employers, and the benefits ecosystem all align around transparency.
    Find Brittney on LinkedIn: https://www.linkedin.com/in/brittney-bello/
    Check out SolV here: https://solvins.com/
    ----
    IncomePro.io has Income Protection solutions for Benefits Brokers. Go to incomepro.io to learn more.
     

    • 40 min
    The Practical Realities of Small Group Medical w/ Nancy Giacolone

    The Practical Realities of Small Group Medical w/ Nancy Giacolone

    Dennis chats with Advisor, Keynote Speaker, Podcast Host and President & Owner of Olympic Crest Insurance, Nancy Giacolone.
    Reach out to Nancy and follow her via LinkedIn:
    https://www.linkedin.com/in/nancy-giacolone/
    Check out Olympic Crest Insurance here: https://olympiccrest.com/
     
    Want to fill up your sales pipeline?
    Check out heyhunter.io and request a 17-minute demo of the sales automation platform built exclusively for benefits brokers.

    • 21 min
    Global Benefits for US Businesses w/ Lewis Mosley

    Global Benefits for US Businesses w/ Lewis Mosley

    Dennis sits down with Lewis Mosley, Founder & Director of UK-based BAS to discuss how US-based benefits brokers and advisors can help their clients with global employees.
    Lewis is a Director, Founder and lead Guardian Consultant at BAS

    He has over 10 years’ experience working within the global employee benefits space, most of which have been spent advising US multinationals on all aspects of their global benefits, from their first overseas hire’s benefit program in a new country to managing 30+ countries with merger & acquisition heritage.
    https://benadvservices.com/
    https://www.linkedin.com/in/lewis-mosley-a88bab30/
    Want to fill up your sales pipeline?
    Check out heyhunter.io and request a 17-minute demo of the sales automation platform built exclusively for benefits brokers.

    • 36 min
    How Brokers & Agencies Can Take Control of Q4 and Beyond w/ Jenn Walsh

    How Brokers & Agencies Can Take Control of Q4 and Beyond w/ Jenn Walsh

    Dennis interviews CEO and Founder of GenuineShift, Jenn Walsh. 
    Follow Jenn on LinkedIn: https://www.linkedin.com/in/walshjenn/
    About Jenn:
    Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage firms of all sizes. She created the Client Service Academy in 2019 to address our industry's talent crisis when she realized her clients weren't going to have enough people to support their ambitious sales goals.

    Jenn has 30+ years of hands-on experience driving organizational growth as a salesperson and business development leader. She developed her expertise in employee benefits within insurance carriers, a full-service brokerage firm, and by holding several national industry association leadership roles.

    A sought-after speaker and industry expert, Jenn advocates a Client Service First Framework™ where Sales and Client Service teams align investment, mindset, and work style with a Clients hire you to be led™ focus. The goal of the programs Jenn has created includes onboarding new talent, upskilling junior colleagues, and resetting and recharging veterans - a particular passion for Jenn.

    Jenn lives in the San Francisco Bay Area with her husband, adult children, and a chihuahua, Lolo, the 39th rescue she accidentally adopted in 2020. #fosterfail #fullnest

    • 31 min
    The Connected Future of the Employee Benefits Marketplace w/ Ryan Sachtjen

    The Connected Future of the Employee Benefits Marketplace w/ Ryan Sachtjen

    Dennis interviews ThreeFlow Co-Founder and CEO, Ryan Sachtjen.
    Visit https://www.threeflow.com/ to learn more.

    • 35 min
    What New Brokers Need to Know w/ Vinny Catalano

    What New Brokers Need to Know w/ Vinny Catalano

    Dennis Carlson returns as host of Benefits Influencer to interview Employee Benefits Broker Vinny Catalano, SVP & Partner at Lockton Insurance Brokers.
    ----
    Want to increase your sales pipeline on autopilot? Check out heyhunter.io
     

    • 34 min

Customer Reviews

5.0 out of 5
39 Ratings

39 Ratings

Jehudemus ,

Top Shelf!

Thank you Ned for being the kind lighthouse entrepreneurs need. Keep the bright messages shining!!

Bsmills ,

Great Change

Ned does a great job of helping me think differently and not just always talk about health insurance. The guests he has on the show are insightful and help bring some clarity around a lot of different areas in the business and life. Keep it up Ned. Thanks.

Pkumar00 ,

Great show

Awesome content, it's clear the moderator and guests are deeply versed in the subject matter and give tangible takeaways.

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