Sean Callahan sits down with Gene Canter from Aetna to discuss the unique relationship Aetna and Savoy bring broker partners in the Florida market and beyond. ✔ How Aetna is improving primary care access with strong networks, virtual care & CVS MinuteClinic ✔ Ways to make quoting & onboarding easier for brokers and employers ✔ How Aetna meets the unique needs of small businesses Want to partner with Aetna and Savoy? Contact our team today: https://www.savoyassociates.com/Group-Health-Pla...
Apr 17, 2025•15 min
In this episode of Beyond the Benefits, Colleen and Sara sit down to discuss two new bills aimed to reduce ACA Employer Reporting—the Employer Reporting Improvement Act and Paperwork Burden Reduction Act. Ready to take your compliance capabilities to the next level? Contact our employer services and compliance experts today: https://www.savoyassociates.com/employer-services#contactESCform
Jan 27, 2025•16 min
Scott Blackburn, Director, Specialty Benefits, joins Michael Castrillon, Director, Specialty Sales, to discuss a new opportunity to offer employers savings and secure private disability plans in New Jersey and Delaware before upcoming December deadlines. Savoy's Sales Team is ready to assist you and your clients with all things group medical and ancillary. Our Specialty Team can help find savings for employers and employees through comprehensive reviews and support for current and new plans. Con...
Nov 05, 2024•14 min
Chris Vanderwolk sits down with Joseph Bosotina and Vance Sible from Vitable Health to discuss the unique relationship that Vitable Health and Savoy bring to broker partners and their employer clients. They explore how Vitable’s Direct Primary Care model provides cost-effective healthcare solutions, the benefits of virtual and in-home primary care, and how brokers can easily integrate Vitable Health into their employee benefits strategies. To learn more about the capabilities offered through the...
Oct 09, 2024•15 min
Chris Vanderwolk sits down with Michael Castrillon, Director, Specialty Sales, to discuss seven underutilized and overlooked employee benefits that you should be offering your clients. Michael discusses these unique employee benefits options, real-life scenarios and sales strategies to help grow your business. • Disability Insurance • Business Travel Accident • International Health Insurance • Group Legal Services • Absence Management Systems • Identity Theft Protection • Pet Insurance To learn ...
Aug 08, 2024•31 min
Anthony Lividini, Business Development Specialist, and Liam Hickey, Account Executive, discuss how they are bringing innovative products and services—from group medical to individual and Medicare plan options—to brokers and their clients to support business growth. Savoy is a strategic partner specializing in general agency and consulting services. With more than 39 years’ experience, Savoy is a proudly independent boutique agency. Register on savoyassociates.com for details and upcoming events....
Jul 26, 2024•8 min
Chris Vanderwolk sits down with Anthony Mangine, Broker Channel Manager at ADP, to discuss the unique relationship that ADP and Savoy bring to our broker partners and their employer clients. • Importance of data in developing effective employee benefits design strategies • How the role of brokers is extending to business consultants • ADP TotalSource PEO solutions • The Partner Advantage Program—the Savoy and ADP relationship and what that means for brokers To learn more about the capabilities o...
Jul 08, 2024•26 min
Chris se sienta con Ruby en este episodio destacado donde habla sobre su impulso y compromiso para apoyar a los corredores y sus clientes con la defensa de los beneficios y las capacidades bilingües. Como presidenta de NABIP Miami, Ruby también habla de la importancia de tener una mente abierta a soluciones nuevas e innovadoras y su enfoque en DEI e iniciativas educativas para expandir los recursos multilingües en la industria.
Jun 21, 2024•16 min
Chris sits down with Ruby in this spotlight episode where she discusses her drive and commitment to supporting brokers and their clients with benefits advocacy and bilingual capabilities. As NABIP Miami President, Ruby also discusses the importance of having an open mind for new and innovative solutions and her focus on DEl and educational initiatives to expand multilingual resources in the industry. To learn more about working with Ruby and Savoy’s Florida team, visit: https://www.savoyassociat...
Jun 21, 2024•16 min
Chris Vanderwolk sits down with Stacy Fry to discuss how NABIP is working to improve broker resources and networking opportunities. NABIP continues to support brokers as they play an essential and meaningful role in the healthcare industry.
May 15, 2024•12 min
Chris Vanderwolk, Chief Compliance Officer of Savoy, sits down with Jessica Brooks Woods, CEO of NABIP, to discuss how Jessica is driving and leading strategy and innovation at NABIP following a 26-year leadership change and ensuring NABIP continues to play an essential and meaningful role in the healthcare industry and delivery of care. Thank you to all the volunteers!
May 08, 2024•9 min
Join Jeff, Cassandra and our PEO partners for this focused discussion on the PEO landscape. Learn firsthand from top industry experts everything you need to know to bring this valuable solution to your clients. • How PEOs enable small businesses to thrive • Guidelines for choosing a PEO • Technology trends within PEOs (AI and other tools) To learn more, contact our team today: https://www.savoyassociates.com/PEO-Contact-Form
Apr 22, 2024•1 hr 53 min
Colleen sits down with Barbara in this spotlight episode to discuss her start in the industry, how Savoy’s deep bench of experts supports brokers, and some different ways she is breaking out of her comfort zone.
Mar 28, 2024•13 min
In this episode, Chris and Colleen discuss ERISA and fiduciary duties following the Johnson and Johnson (J&J) fiduciary lawsuit recently filed. Fiduciaries include financial advisors, trustees, board members and attorneys. In an ERISA environment, fiduciaries can also include HR administrators, brokers and benefits consultants if they meet the functional test. • What is a functional fiduciary? • What does it mean to exercise discretionary authority? • What are broker and HR administrator res...
Mar 07, 2024•21 min
In this spotlight episode, Colleen sits down with Sean where they discuss his personal journey in the industry, strategic approach in the Florida market, how he overcomes challenges, and his advice for brokers of all levels in the industry.
Jan 10, 2024•15 min
In this episode, Chris and Colleen provide key insights on what employers need to know about Gag Clause Prohibition Compliance Attestation (GCPCA). They also discuss details on the first Gag Clause Attestation due by December 31, 2023 and what some carriers are planning in response to reporting requirements. • What is a gag clause? • Why is this required? • Does this apply to all employers in all states? To learn more, contact our team today: https://www.savoyassociates.com/employer-services#con...
Nov 16, 2023•16 min
Chris sits down with Ashlyn to discuss some of her recent endeavors, like: • Skydiving and traveling • Launching Savoy’s Contact Center and maintaining zero turnover for five years and counting • How the team’s genuine customer-centric approach supports clients with education for individual, ACA and Medicare plans Ashlyn also discusses her passion for helping individuals and families in lower income communities understand their options—there are plans available and opportunities for brokers to h...
Oct 27, 2023•17 min
In this episode, Colleen Patterson and Sara Simkins dive into one of Savoy’s most coveted compliance resources, ERISA Compliance Calendars. • What are the ERISA Compliance Calendars? • What are the key events and deadlines included—and how do they contribute to compliance? • What are the different calendars available based on group size and plan type? • How can brokers utilize them to win business? • How do I share these with my employer clients?
Oct 10, 2023•8 min
In this spotlight episode, Jeff sits down with Adrian where they discuss his personalized consultative approach to business growth, some of his unwavering dynamic sales strategies, and his genuine perspective from working on both the broker and carrier sides of the benefits industry for over 20 years.
Sep 29, 2023•20 min
In this podcast, our featured broker partner Kevin Davis joins Chris Vanderwalk, and they discuss how a focus on health and wellness brings greater value to us both personally and professionally. Kevin shares valuable ideas and inspiration for health and wellness every day. And with a professional focus in the areas of compliance, strategic planning, employee engagement and communications, Kevin enjoys working with clients to help them enhance their strategies for employee benefits with health a...
Sep 21, 2023•20 min
Sit down with Chris Vanderwolk, Wendy Ebner, Anthony Lividini and Dan McMonigle as they cover key aspects to consider when offering self-funding solutions to employers. ■ What are key components of a well-structured plan? ■ What are some regional differences? ■ What is the impact of transparency in a self-funded plan? ■ How can brokers help guide employers through the process of transitioning into a self-funded plan?
Sep 08, 2023•15 min
Sit down with Chris Vanderwolk, Wendy Ebner, Anthony Lividini and Dan McMonigle as they continue their discussion of self-funding solutions. ■ Which types of businesses would benefit the most from self-funded or level-funded plans? ■ Why is it important for brokers to educate their clients about the benefits and potential risks? ■ How does self-funding contribute to cost savings in health insurance?
Aug 30, 2023•14 min
Sit down with Chris Vanderwolk, Wendy Ebner, Anthony Lividini and Dan McMonigle as they discuss self-funding solutions. ■ What is the basic concept of self-funding, compared to fully-insured plans? ■ What is different about level-funded plans? ■ What are some of the risks and advantages?
Aug 21, 2023•12 min
In this spotlight episode, Chris sits down with Anthony where they discuss why he gravitated toward a career in the industry, his comprehensive approach to business growth, and his dedication to benefits education. Plus, Anthony chats about how the Compliance and Marketing teams at Savoy help him and his broker partners elevate the solutions they bring to clients every day. Our dedicated teams are ready to help you win business.
Aug 16, 2023•11 min
In this spotlight episode, Chris sits down with Dan where they discuss his strategic approach and educational background in risk management, how he stays active, and his competitive drive for winning new business and renewals.
Aug 11, 2023•12 min
In this spotlight episode, Chris sits down with Wendy where they discuss some of her hobbies, how she got started in the industry as well as what keeps her motivated, and other key sales insights.
Aug 04, 2023•12 min
In this episode, Chris and Colleen sit down to discuss how ChatGPT can be utilized in the insurance and benefits industry-what it is, how it works and why brokers need to approach using artificial intelligence (Al) chatbots and large language models (LLMs) with caution.
Jul 17, 2023•29 min
This episode features a sit down with Chris and Colleen where they cover upcoming compliance deadlines for PCORI and Form 5500 filings.
Jun 27, 2023•34 min
This episode features a sit down with Chris and Colleen where they cover the latest on benefits administration and technology, - What technology is right for your group clients of all sizes? - How does benefits administration technology streamline HR and compliance processes? - And how can Savoy’s benefit administration team help support you and your clients?
May 23, 2023•25 min
This episode features a sit down with Chris and Colleen who share their unique backgrounds, personal anecdotes and commitment to compliance. - How did they get started in employee benefits? - What are some of their favorite things? - And what do army interrogators and law enforcement have to do with industry compliance? Together, they bring their knowledge and experience to brokers and their clients every day. They’re ready to help you win business.
May 03, 2023•19 min
