A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
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November 7, 2025Episode 1933 min
The Secret to Scalable Leadership with CEO Mike Lamb
In this episode of Insurtech Building Blocs Podcast, host Cory Schmidt and Mike Lamb, CEO discuss the importance of leadership through adaptation and the implementation of effective systems for growth and focus within organizations. Mike emphasizes the value of learning from past experiences and applying successful strategies in new contexts, particularly in the areas of management and planning. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
October 10, 2025Episode 1838 min
Changing the Way We Fund Group Health Insurance with Mike Bechtol
In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt and guest Mike Bechtol from Bravo Health Partners discuss the challenges of employer health insurance, particularly in light of rising costs. They explore alternative funding models, such as level-funded and self-funded group health plans, the intricacies of reference-based pricing, and the importance of data in managing healthcare costs. The conversation also highlights the significance of employee benefits in attracting talent and shares success stories of businesses that have effectively navigated these challenges. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
September 11, 2025Episode 1744 min
Exploring the Future of ICHRAs with Mark Mixer & Jordan Ledford
In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Mark Mixer and Jordan Ledford of HRASimple. They dive deep into the world of Individual Coverage Health Reimbursement Arrangements (ICHRAs) and discuss the evolution of HRAs, the market drivers for ICHRAs, and the complexities involved in transitioning to this new model of employee benefits. Their conversation highlights the importance of education, technology, and the future potential of ICHRAs in the insurance landscape. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes fellow AgencyBloc members Kelsey Rosauer, Director of Marketing, and Savannah Clemons, Director of Client Experience. They explore AgencyBloc's Annual Event, BlocBuilder, sharing their experience from BlocBuilder 2025 and how AgencyBloc is preparing to raise the bar even higher for 2026. 00:00 Introduction to the Podcast and Guests 01:18 What is BlocBuilder & Who Attends 2:58 Recapping BlocBuilder 2025 5:07 Certifications at BlocBuilder 9:29 Industry Learning Opportunities at BlocBuilder 11:19 AgencyBloc Product Previews & Learning 19:19 BlocBuilder Sponsors & BlocParty 24:35 Building Blocs Meetups 26:52 Creating a Unique Community & Experience 31:18 Looking Forward to BlocBuilder 2026 35:39 Certifications at BlocBuilder 2026 38:31 BlocBuilder 2026 Hype Video Learn more about BlocBuilder and attend our upcoming event: www.blocbuilder.net Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
June 11, 2025Episode 1543 min
The Role of Brokers in Healthcare Savings & Drug Pricing with Bill Hepscher
In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Bill Hepscher, founder of the Canadian Medstore. They discuss Bill's unique journey into the healthcare industry, the challenges of navigating prescription drug costs, and the logistics of importing medications from countries like Canada. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
May 20, 2025Episode 1440 min
Sam Melamed’s Journey Through Insurance Innovation
In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt speaks with Sam Melamed about the evolution of Insurance-Forums.com , the importance of community in the insurance industry, and Sam's journey from agent to CEO. They discuss the significance of building a caring company culture, market trends in ancillary products, and the necessity of continuous learning in the ever-evolving insurance landscape. The conversation also touches on the role of AI in customer service and the balance between technology and human connection. Takeaways - Insurance-Forums.com was crucial for Sam learning and sharing in the industry. - Community and cooperation are vital for growth in the insurance market. - Building a caring company culture can lead to better customer retention. - Continuous learning is essential for success in the insurance industry. - AI can enhance productivity but should not replace human connection. - The insurance industry has low barriers to entry, making it accessible. - Ancillary products are becoming increasingly important for customer retention. - Understanding market trends is crucial for brokers and agents. - Customer care should be prioritized to build goodwill and trust. - Mistakes can lead to growth if handled well. Chapters 00:00 The Evolution of Insurance Forums 05:54 Sam's Journey in the Insurance Industry 11:54 Building a Caring Company Culture 18:00 Market Trends in Ancillary Products 25:03 The Importance of Continuous Learning 33:46 The Role of AI in Customer Service Stay Connected: Learn more about AgencyBloc: https://www.agencybloc.com Connect with Sam: https://www.linkedin.com/in/sammelamed Learn more about NCD: https://www.ncd.com Learn more about Insurance Forums: https://www.insurance-forums.com/ Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
May 7, 2025Episode 1329 min
Navigating the Future of Medicare with John Greene
In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt speaks with John Greene from Tri-Branch Resolution about his career in the insurance industry, insights from AgencyBloc's BlocBuilder 2025 conference, and the implications of the Inflation Reduction Act on Medicare. They discuss the challenges faced by agents in the Medicare market, the need for legislative changes, and the importance of political engagement for agents. John emphasizes the need for a more streamlined process for agents and beneficiaries alike, and shares his vision for the future of the Medicare landscape. Chapters 00:00 Introduction and Conference Highlights 03:13 John Greene's Career Journey and Entrepreneurial Insights 06:01 State of the Industry: Key Takeaways from BlocBuilder 2025 09:07 Inflation Reduction Act: Impacts on Medicare and Drug Costs 12:06 Challenges in the Medicare Market and Carrier Dynamics 15:12 Legislative Changes and Their Implications for Agents 18:16 Navigating the Medicare Advantage Landscape 21:05 Engagement Strategies for Agents and Brokers 24:09 Future Legislation and Market Trends 26:57 Closing Thoughts and Future Directions Stay Connected: 💻 Learn more about AgencyBloc: https://www.agencybloc.com 🎟️ Learn more about Tri-Branch Resolution: https://www.tri-branch-resolution-llc.com/ #Insurtech #Medicare #inflationreductionact #healthcare #agents #BlocBuilder2025 #insurance #insuranceindustry #healthcarepolicy Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
March 18, 2025Episode 1237 min
Navigating Digital Marketing for Insurance Agencies
In this conversation, Dyani Galligan discusses the complexities of digital marketing for insurance agencies, emphasizing the importance of personal branding, trustworthy partnerships, and engaging content. She highlights the challenges agencies face in navigating digital marketing and the need for education and support. The discussion also touches on consumer expectations in the digital age and the significance of maintaining personal connections in marketing efforts. Dyani advocates for a streamlined approach to marketing tools that enhances agency efficiency and retention strategies that focus on educating clients throughout their journey. Takeaways - Agencies often lack control over their digital presence. - Digital marketing involves tools, content, and know-how. - Many agencies find digital marketing overwhelming. - Trustworthy marketing partners are essential for success. - Personalized content is crucial for engagement. - Education plays a key role in effective marketing. - Outdated mindsets hinder digital marketing adoption. - Consumer expectations have evolved in the digital age. - Marketing should foster conversations, not just broadcasts. - Retention strategies must start from the initial client engagement. Chapters 00:00 Introduction and Background 02:21 Exploring Digital Marketing Challenges 05:05 Understanding Digital Marketing Components 08:02 Building Turnkey Solutions for Agencies 10:56 The Importance of Personal Touch in Marketing 12:29 Consumer Expectations in the Digital Age 17:13 The Role of Agents in a Complicated Space 19:53 Creating Engaging Marketing Strategies 22:52 Vision for Integrated Marketing Solutions 27:42 Retention Strategies for Agencies 34:51 Upcoming Developments at AgencyBloc Stay Connected: 💻 Learn more about AgencyBloc: https://www.agencybloc.com 🎟️ Register for our Websites Webinar: https://resources.agencybloc.com/agencybloc-websites-webinar #digitalmarketing #insuranceagencies #personalbranding #marketingpartnerships #contentcreation #agencyretention #marketingeducation #marketingtools Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
March 5, 2025Episode 1138 min
The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen
In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt interviews Brett Rosen , a seasoned M&A advisor with Rosen Advisory . They discuss Brett's unique experiences in the deal process, his transition from the buy side to the sell side, and the importance of understanding seller objectives. Brett shares insights on valuation factors, the significance of organized financials, and the typical timeline for selling an agency. The conversation emphasizes the need for sellers to be prepared and the role of relationship building in successful M&A transactions. Takeaways - Transitioning from the buy side to the sell side allows for better representation of sellers. - Understanding seller objectives is crucial for a successful sale. - Valuation is influenced by the size and stability of the business. - Organized financials are essential for a smooth selling process. - The selling timeline typically spans six months. - Sellers should be prepared for the due diligence process. - Cultural fit is as important as financial offers in M&A. - Brett emphasizes the importance of relationship building in M&A. - He encourages sellers to think about their long-term goals before selling. Chapters 00:00 The Unexpected Deal: A Ghosting Story 02:45 Brett Rosen's Journey: From Buyer to Seller Advocate 05:33 Navigating the M&A Landscape: The Role of Advisors 08:14 Understanding Seller Objectives: More Than Just Money 11:01 Deal Structures: Earn-Outs and Owner Engagement 13:55 Valuation Factors: What Makes a Business Extraordinary? 18:52 The Exponential Growth of Business Value 20:58 Understanding Business Valuation Factors 24:51 The Importance of Organized Financials 27:39 Mindset Shift: Producer vs. Business Owner 31:09 Navigating the Selling Process 35:53 Future Insights and BlocBuilder 2025 Networking Opportunities Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
January 1, 2025Episode 923 min
Reflections and Roadmaps: Elevating AgencyBloc's AMS+ and Beyond in 2025
In this episode of Insurtech Building Blocs, Tim Robinson and Cory Schmidt reflect on the past year, discussing AgencyBloc's growth, product development, and the importance of customer feedback. They highlight new features and innovations set for release in 2025, as well as strategies for enhancing customer engagement and satisfaction. The conversation emphasizes the company's commitment to continuous improvement and adapting to market trends. Takeaways - AgencyBloc has been focusing on product development and customer satisfaction. - Customer feedback is crucial for product optimization. - The integration of new features is a priority for AgencyBloc. - The company is committed to making their products easier to use. - There is a strong emphasis on understanding customer needs and preferences. - AgencyBloc is excited about new tools to enhance customer efficiency. - The team is preparing for significant innovations in 2025. - Continuous improvement is a core value at AgencyBloc. Chapters 00:00 Welcome and Reflections on the Holiday Season 02:54 AgencyBloc's Growth and Product Development 05:55 Customer Feedback and Product Improvement 09:00 Innovations in VoIP and Mobile App Development 12:15 New Product Launches and Future Plans 18:00 Website Solutions and Marketing Strategies for Agencies Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers across multiple solutions within the platform. With a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management — we've got you covered. Learn more at https://www.agencybloc.com LinkedIn: https://www.linkedin.com/company/agencybloc YouTube: https://www.youtube.com/c/agencybloc Facebook: https://www.facebook.com/agencybloc Instagram: https://www.instagram.com/agencyblocams X: https://twitter.com/agencybloc
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