『Benefits Broker Boost』のカバーアート

Benefits Broker Boost

Benefits Broker Boost

著者： Plansight
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このコンテンツについて

Benefits Broker Boost is the show that gives employee benefits brokers actionable strategies to grow, scale, and streamline their business. We interview industry experts on how they have grown their agencies and their books of business. You can expect to see marketing strategies, technology successes and systems implementation best practices.

Our goal is that every broker who takes time out of their day to watch or listen to Benefits Broker Boost will walk away with something actionable that they can apply in their business.

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  • Inceptions of Plansight: How One Broker’s Frustration Sparked an Industry Transformation

    Inceptions of Plansight: How One Broker’s Frustration Sparked an Industry Transformation
    2025/11/10
    Inceptions of Plansight: How One Broker’s Frustration Sparked an Industry TransformationIn this episode of Benefits Broker Boost, host Adam Smith sits down with Steve Overton, founder of Plansight and a former employee benefits broker with over 25 years of experience. Steve shares the story behind Plansight’s creation that was born from his own frustration with the chaotic, manual RFP process that brokers faced every renewal season. They dive into:
    • The evolution of benefits technology from fax machines to AI-powered quoting tools
    • How PlanSight helps brokers eliminate chaos, increase scalability, and collaborate seamlessly
    • The challenges of change management and why larger brokerages are embracing automation faster
    • How technology is reshaping the broker–employer relationship to drive better client outcomes
    • Predictions for the next decade of employee benefits, from consolidation to AI-driven efficiency
    Steve also reflects on the noble side of the industry, noting how brokers are helping families through life’s hardest moments and why he believes AI won’t replace brokers but will make them superheroes. If you’ve ever struggled through Q4 renewals or wondered where benefits technology is headed next, this episode is a must-listen
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    26 分
  • Why Benefits Broker Boost was created

    Why Benefits Broker Boost was created
    2025/10/31

    The benefits industry is changing fast, and the brokers who win will think differently, work smarter, and leverage modern tools to deliver more value.

    In this first episode of Benefits Broker Boost, host Adam Smith and Plansight CEO Weston Lunsford break down:

    • Why brokers are under more pressure than ever

    • Where the industry is headed with AI + automation

    • The habits and systems top agencies use to scale

    • How to position yourself as a strategic partner — not a renewal processor

    If you're a benefits broker looking to grow, streamline operations, and stay ahead — this podcast was built for you.
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    26 分
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