Beyond the Benefits with Savoy - podcast cover

Beyond the Benefits with Savoy

Our experts will cover the newest trends and hot-button issues surrounding the health insurance industry, employee benefits, employer services, compliance and beyond. Now available on Itunes and everywhere you can listen to podcasts! This podcast was created by, and is the exclusive property of, of Donald C. Savoy, Inc. d/b/a Savoy Associates. The information provided in this podcast is intended for informational purposes only and is subject to change without notice.
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Episodes

Episode 26: Why Should We Consider Professional Employer Organizations (PEOs)?

Why should benefits brokers and employers consider a Professional Employer Organization (PEO)? Learn about what employers gain with a PEO, commons misconceptions, and why brokers need to offer PEOs to stay competitive. To learn more about PEOs and working with Savoy, register on our website: https://www.savoyassociates.com/Account/Register

Apr 20, 202310 min

Episode 24: New Medicare Call Recording Rule

Contact Scott today to learn more: 📧 scottoverholt@savoyassociates.com ☎ 215.431.4067 In this episode of Beyond the Benefits, Scott Overholt discusses the ins and outs of the new regulation, and how Medicare By Savoy is offering brokers FREE access to a compliant solution.

Aug 08, 20228 min

Episode 23: Are you prepared to help your groups with Medicare?

More and more individuals are working past age 65—that means most of your employer groups have Medicare-eligible employees or dependents currently on their plans. Employer groups are expecting and demanding their brokers be able to help their employees aging into Medicare—and if their brokers can’t, employers have no choice but to turn to someone else. Learn how Medicare By Savoy helps brokers educate and support their Medicare clients: https://www.savoyassociates.com/medicare-by-savoy

Jul 08, 20229 min

Episode 22: Are you taking advantage of all that your general agency can offer?

Your general agency should be your one-stop shop, providing you with expertise and resources in ALL AREAS of benefits that your clients expect and demand in today’s world. In this episode of Beyond the Benefits, Scott Overholt, SVP, Marketing & Consumer Sales, discusses Medicare, Individual Health and ICHRA plans.

May 16, 20229 min

Episode 21: M&A Series Part 3: Successful Implementations & Integrations

In part three of Savoy’s Growth through Mergers, Acquisitions and Strategic Relationship series, Peter Gualtieri, Vice President, Growth and Innovation, and Colleen Patterson, Director, Employer Services and Compliance, provide insight on the proper steps to take after committing to a deal to ensure a seamless implementation and integration.

Sep 13, 202120 min

Episode 20: The Advantage of Medicare Advantage

If you aren’t certified to sell Medicare Advantage, you’ll be missing out on this increased demand and the highest commissions on any Medicare product. Visit our website to learn more: https://www.savoyassociates.com/medicare-by-savoy

Jul 28, 20216 min

Episode 19: Medicare and Your Under 20 Groups

✅ MEDICARE 101 DOWNLOAD: https://mailchi.mp/savoyassociates.co...​ Scott Overholt, SVP, Marketing & Consumer Sales and Angie Wilson, Account Manager, Consumer & Senior Markets discuss the importance of understanding Medicare compliance and enrollment for group administrators and their employees.

May 04, 20217 min

Episode 18: M&A Series Part 2: The Art of Negotiation

In part two of our multi-part series, Peter Gualtieri, Vice President, Growth and Innovation, and Colleen Patterson, Director, Employer Services and Compliance, provide insight on how to evaluate the value of your business and best practices when it comes to negotiation.

Apr 01, 202110 min

Timely Advisory | Pennsylvania State-Based Exchange

Scott Overholt, Vice President, Consumer and Senior Markets, discusses Pennsylvania's transition to a state-based exchange for individual and family health insurance and how brokers can prepare for this significant transition. For more information, please visit: https://www.savoyassociates.com/news/PA

Jun 30, 20206 min

Episode 15: The Art of Relationships - Part 2

In part two of our two-part podcast series, Wendy Ebner takes a deeper dive intro understanding how your clients view relationships and provides some good habits that can help strengthen your current business relationships.

Apr 16, 202016 min

Episode 14: The Art of Relationships – Part 1

In part one of our two-part podcast series, Wendy Ebner discusses how to form meaningful and effective relationships in sales. In order to be successful, you must listen and understand the needs of your clients―fully put yourself in your client’s shoes.

Jan 31, 202013 min

Timely Advisory: Oxford Announcement Means Action is Necessary to Protect Seniors in Your Groups

Timely Advisory! Oxford's recent announcement means action is necessary to protect the seniors in your groups. This new policy goes into effect on July 1, 2020, and it is extremely important to take action now so your group clients and their members are prepared for the change. Contact Colin Scheifler, Director, Consumer and Senior Markets, at colinscheifler@savoyassociates.com or 973.377.2220 ext. 1773 to learn more about Oxford’s policy and how Savoy can help.

Jan 06, 20204 min

Episode 12: Year-End Compliance Wrap Up

Tune into this episode of Beyond the Benefits with Savoy where Sara Simkins covers the items you and your employer groups need to start thinking about now in order to maintain compliance and avoid fines in 2020.

Nov 25, 20198 min

Episode 11: Medicare Mania Part 3 - The Digital Senior (Updated 8.13.20)

In part three of our three-part Medicare series, Scott Overholt discusses how to effectively market and get in front of the Baby Boomer generation aging into Medicare. 8/13/20 Update - This podcast has been recently updated to cover how crucial technology will be for a successful Medicare Annual Enrollment Period during the COVID-19 pandemic.

Nov 12, 20197 min

Episode 10: Q4 Broker Tips

In this episode, Keith Zuckerman, Director, Practice Leader, will discuss his top tips for a successful Q4.

Oct 10, 20196 min

Episode 8: Determining Your Client's Group Size Based on the ACA

In this episode of Beyond the Benefits, Mercedes Smith will discuss the importance of understanding how group size is defined in the state where your client’s business is located—learn how to calculate if your client is an applicable large employer and how you can help them stay compliant and avoid ACA fines.

Aug 19, 20197 min

Episode 7: Medicare Mania Part 1 - Opportunity is Waiting

In part one of our three-part Medicare series, Scott Overholt discusses the incredible opportunity hiding within your existing client base. Scott will cover multiple ways to tap into this growing market, how to be proactive with your current groups and avoiding losses as a result of inaction.

Jul 24, 20195 min

Episode 5: Broker Marketing Tips

In this episode, Jolie Cina, Director of Marketing at SAVOY, will provide an essential guide to digital best practices and will cover tips on how to improve your website, social media, logo and emails.

Feb 28, 20196 min

Episode 4: Employee Financial Wellness Programs

In this episode of our podcast series– Beyond the Benefits with Savoy, Colleen Patterson will discuss how financial wellness programs are becoming a must-have employee benefit. Sources: https://www.benefitnews.com/opinion/it-might-be-time-for-a-financial-wellness-checkup https://www.benefitnews.com/opinion/why-financial-wellness-is-a-must-have-employee-benefit

Feb 04, 20195 min

Episode 3: Ask Savoy with Jerry Gallo

What industry trends should I look out for in 2019? How can I make the most of my partnership with Savoy? This episode of Beyond the Benefits with Savoy features an Ask Savoy session with Jerry Gallo, Senior Vice President, Business Development. Learn how Jerry got his start in the employee benefits industry, the resources Savoy makes available to its broker partners and trends to look out for in 2019.

Dec 11, 201812 min

Episode 2: ERISA Plan Documents & SPDs

In this episode, Colleen Patterson will discuss why communication is critical to helping your clients and their employees understand and maximize the benefits packages available to them.

Nov 06, 201810 min
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