エピソード

  • The AI Advantage: Future-Proofing Your Brokerage Practice
    2025/12/18

    Artificial Intelligence is reshaping the insurance and benefits industry. Rick Porterfield discusses the latest innovations, from agentic AI to care navigation, and what brokers need to know to stay ahead. This episode explores how AI is impacting client service, plan design, and even the structure of employment itself, offering actionable strategies for brokers to adapt and thrive.

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    16 分
  • Hospital Indemnity, Reimagined
    2025/12/09

    Guardian’s new hospital indemnity offering goes beyond coverage — supporting fertility health, caregiving, mental health, and more. Brokers, here’s how to position this holistic solution for today’s workforce.

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    10 分
  • Breaking Through: Achieving early career wins for brokers and carrier rep
    2025/11/19

    Want to thrive as a benefits broker? Learn how top performers build lasting success through client-first thinking, strong carrier relationships, and bold growth moves. Guardian’s top sales rep shares practical tips and inspiration for new brokers and mentors alike.

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    21 分
  • PEOs: Friend or Foe? What brokers need to know
    2025/11/13

    Discover how Professional Employer Organizations (PEOs) are transforming employee benefits and reshaping broker strategies. In this episode, Rick Porterfield shares expert insights on leveraging PEO partnerships to boost profitability, optimize distribution, and thrive in a consolidating market.

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    17 分
  • Rented, Swapped, Direct Contracted: Making Sense of Modern Dental Networks
    2025/11/06

    Dental networks are changing fast. In this episode, we break down the shift from fully owned to hybrid (rented and contracted) networks, what it means for brokers, and how to guide clients through the new landscape. Get practical tips, key questions to ask, and strategies to stay ahead in today’s evolving dental market.

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    11 分
  • Designing Ancillary Benefits Packages: Why cheaper isn’t always better
    2025/10/16

    On this episode our guest Josh Roland, CLMS, GBDS, VBS from Centro Benefits Research discusses why dental, vision, life, disability, and voluntary benefits matter more than ever — and why “cheaper” isn’t always better. Tune in for fresh insights and what’s next for brokers and employers.

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    17 分