Insurtech Building Blocs

AgencyBloc
  • 5.0 (2)
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  • UPDATED MONTHLY

A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.

  1. 11/07/2025

    The Secret to Scalable Leadership with CEO Mike Lamb

    In this episode of Insurtech Building Blocs Podcast, host Cory Schmidt and Mike Lamb, CEO discuss the importance of leadership through adaptation and the implementation of effective systems for growth and focus within organizations. Mike emphasizes the value of learning from past experiences and applying successful strategies in new contexts, particularly in the areas of management and planning. 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

    34 min

  2. 10/10/2025

    Changing the Way We Fund Group Health Insurance with Mike Bechtol

    In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt and guest Mike Bechtol from Bravo Health Partners discuss the challenges of employer health insurance, particularly in light of rising costs. They explore alternative funding models, such as level-funded and self-funded group health plans, the intricacies of reference-based pricing, and the importance of data in managing healthcare costs. The conversation also highlights the significance of employee benefits in attracting talent and shares success stories of businesses that have effectively navigated these challenges. 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

    38 min

  3. 09/11/2025

    Exploring the Future of ICHRAs with Mark Mixer & Jordan Ledford

    In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Mark Mixer and Jordan Ledford of HRASimple. They dive deep into the world of Individual Coverage Health Reimbursement Arrangements (ICHRAs) and discuss the evolution of HRAs, the market drivers for ICHRAs, and the complexities involved in transitioning to this new model of employee benefits. Their conversation highlights the importance of education, technology, and the future potential of ICHRAs in the insurance landscape. 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

    44 min

  4. 08/18/2025

    BlocBuilder Unpacked: 2025 Highlights & Lessons Learned

    In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes fellow AgencyBloc members Kelsey Rosauer, Director of Marketing, and Savannah Clemons, Director of Client Experience. They explore AgencyBloc's Annual Event, BlocBuilder, sharing their experience from BlocBuilder 2025 and how AgencyBloc is preparing to raise the bar even higher for 2026. 00:00 Introduction to the Podcast and Guests 01:18 What is BlocBuilder & Who Attends 2:58 Recapping BlocBuilder 2025 5:07 Certifications at BlocBuilder 9:29 Industry Learning Opportunities at BlocBuilder 11:19 AgencyBloc Product Previews & Learning 19:19 BlocBuilder Sponsors & BlocParty 24:35 Building Blocs Meetups 26:52 Creating a Unique Community & Experience 31:18 Looking Forward to BlocBuilder 2026 35:39 Certifications at BlocBuilder 2026 38:31 BlocBuilder 2026 Hype Video Learn more about BlocBuilder and attend our upcoming event: www.blocbuilder.net 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

    39 min

  5. 06/11/2025

    The Role of Brokers in Healthcare Savings & Drug Pricing with Bill Hepscher

    In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Bill Hepscher, founder of the Canadian Medstore. They discuss Bill's unique journey into the healthcare industry, the challenges of navigating prescription drug costs, and the logistics of importing medications from countries like Canada. 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

    43 min

  6. 05/20/2025

    Sam Melamed’s Journey Through Insurance Innovation

    In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt speaks with Sam Melamed about the evolution of Insurance-Forums.com, the importance of community in the insurance industry, and Sam's journey from agent to CEO. They discuss the significance of building a caring company culture, market trends in ancillary products, and the necessity of continuous learning in the ever-evolving insurance landscape. The conversation also touches on the role of AI in customer service and the balance between technology and human connection. Takeaways - Insurance-Forums.com was crucial for Sam learning and sharing in the industry. - Community and cooperation are vital for growth in the insurance market. - Building a caring company culture can lead to better customer retention. - Continuous learning is essential for success in the insurance industry. - AI can enhance productivity but should not replace human connection. - The insurance industry has low barriers to entry, making it accessible. - Ancillary products are becoming increasingly important for customer retention. - Understanding market trends is crucial for brokers and agents. - Customer care should be prioritized to build goodwill and trust. - Mistakes can lead to growth if handled well. Chapters 00:00 The Evolution of Insurance Forums 05:54 Sam's Journey in the Insurance Industry 11:54 Building a Caring Company Culture 18:00 Market Trends in Ancillary Products 25:03 The Importance of Continuous Learning 33:46 The Role of AI in Customer Service Stay Connected: Learn more about AgencyBloc: https://www.agencybloc.com Connect with Sam: https://www.linkedin.com/in/sammelamed Learn more about NCD: https://www.ncd.com Learn more about Insurance Forums: https://www.insurance-forums.com/ 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

    41 min

  7. 05/07/2025

    Navigating the Future of Medicare with John Greene

    In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt speaks with John Greene from Tri-Branch Resolution about his career in the insurance industry, insights from AgencyBloc's BlocBuilder 2025 conference, and the implications of the Inflation Reduction Act on Medicare. They discuss the challenges faced by agents in the Medicare market, the need for legislative changes, and the importance of political engagement for agents. John emphasizes the need for a more streamlined process for agents and beneficiaries alike, and shares his vision for the future of the Medicare landscape. Chapters 00:00 Introduction and Conference Highlights 03:13 John Greene's Career Journey and Entrepreneurial Insights 06:01 State of the Industry: Key Takeaways from BlocBuilder 2025 09:07 Inflation Reduction Act: Impacts on Medicare and Drug Costs 12:06 Challenges in the Medicare Market and Carrier Dynamics 15:12 Legislative Changes and Their Implications for Agents 18:16 Navigating the Medicare Advantage Landscape 21:05 Engagement Strategies for Agents and Brokers 24:09 Future Legislation and Market Trends 26:57 Closing Thoughts and Future Directions Stay Connected: 💻 Learn more about AgencyBloc: https://www.agencybloc.com 🎟️ Learn more about Tri-Branch Resolution: https://www.tri-branch-resolution-llc.com/ #Insurtech #Medicare #inflationreductionact #healthcare #agents #BlocBuilder2025 #insurance #insuranceindustry #healthcarepolicy 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

    30 min

  8. 03/18/2025

    Navigating Digital Marketing for Insurance Agencies

    In this conversation, Dyani Galligan discusses the complexities of digital marketing for insurance agencies, emphasizing the importance of personal branding, trustworthy partnerships, and engaging content. She highlights the challenges agencies face in navigating digital marketing and the need for education and support. The discussion also touches on consumer expectations in the digital age and the significance of maintaining personal connections in marketing efforts. Dyani advocates for a streamlined approach to marketing tools that enhances agency efficiency and retention strategies that focus on educating clients throughout their journey. Takeaways - Agencies often lack control over their digital presence. - Digital marketing involves tools, content, and know-how. - Many agencies find digital marketing overwhelming. - Trustworthy marketing partners are essential for success. - Personalized content is crucial for engagement. - Education plays a key role in effective marketing. - Outdated mindsets hinder digital marketing adoption. - Consumer expectations have evolved in the digital age. - Marketing should foster conversations, not just broadcasts. - Retention strategies must start from the initial client engagement. Chapters 00:00 Introduction and Background 02:21 Exploring Digital Marketing Challenges 05:05 Understanding Digital Marketing Components 08:02 Building Turnkey Solutions for Agencies 10:56 The Importance of Personal Touch in Marketing 12:29 Consumer Expectations in the Digital Age 17:13 The Role of Agents in a Complicated Space 19:53 Creating Engaging Marketing Strategies 22:52 Vision for Integrated Marketing Solutions 27:42 Retention Strategies for Agencies 34:51 Upcoming Developments at AgencyBloc Stay Connected: 💻 Learn more about AgencyBloc: https://www.agencybloc.com 🎟️ Register for our Websites Webinar: https://resources.agencybloc.com/agencybloc-websites-webinar #digitalmarketing  #insuranceagencies #personalbranding #marketingpartnerships #contentcreation  #agencyretention #marketingeducation #marketingtools 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

    37 min
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About

A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.

Information

  • Creator
    AgencyBloc
  • Years Active
    2023 - 2025
  • Episodes
    19
  • Rating
    Clean
  • Copyright
    © 2025 AgencyBloc, LLC
  • Show Website
    Insurtech Building Blocs