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Beyond the Benefits with Savoy
20 minutes | Sep 13, 2021
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.
6 minutes | Jul 28, 2021
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
7 minutes | May 4, 2021
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.
10 minutes | Apr 1, 2021
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.
10 minutes | Mar 8, 2021
Episode 17: M&A Series Part 1: Growth Through Mergers, Acquisitions and Strategic Partnerships
In part one of our multi-part series, Peter Gualtieri, Vice President, Growth and Innovation, and Colleen Patterson, Director, Employer Services and Compliance, discuss the opportunities and challenges insurance broker professionals face through mergers, acquisitions and strategic relationships.
6 minutes | Sep 11, 2020
Episode 16: Medicare Mania Part 4 – How will you handle Medicare questions?
Scott Overholt will break down the risks and rewards that a growing Medicare population within employer groups presents to brokers and how Savoy can help you capitalize on these opportunities.
6 minutes | Jun 30, 2020
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
16 minutes | Apr 16, 2020
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.
13 minutes | Jan 31, 2020
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.
4 minutes | Jan 6, 2020
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 email@example.com or 973.377.2220 ext. 1773 to learn more about Oxford’s policy and how Savoy can help.
7 minutes | Dec 17, 2019
Episode 13: Strategic Planning for 2020
Jim will identify several areas in the health insurance industry that you should be capitalizing on to help grow your business in 2020.
8 minutes | Nov 25, 2019
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.
7 minutes | Nov 12, 2019
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.
6 minutes | Oct 10, 2019
Episode 10: Q4 Broker Tips
In this episode, Keith Zuckerman, Director, Practice Leader, will discuss his top tips for a successful Q4.
9 minutes | Sep 13, 2019
Episode 9: Medicare Mania Part 2 - What Happens When People Approach 65?
In part two of our three-part Medicare series, Scott Overholt will cover multiple ways to tap into this growing market, the different ways consumers shop for Medicare and the resources Savoy provides to brokers to capitalize on this opportunity.
7 minutes | Aug 19, 2019
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.
6 minutes | Jul 24, 2019
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.
16 minutes | Apr 17, 2019
Episode 6: Growing Your Business with ACA and ERISA Compliance
In this episode, Keith Zuckerman, Director, Practice Leader, will discuss how you can use ACA and ERISA compliance to grow your business and become more of a trusted advisor to your existing clients.
6 minutes | Feb 28, 2019
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.
5 minutes | Feb 4, 2019
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
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