A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
…
continue reading

1
Sam Melamed’s Journey Through Insurance Innovation
40:48
40:48
Play later
Play later
Lists
Like
Liked
40:48In 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 n…
…
continue reading

1
Navigating the Future of Medicare with John Greene
29:30
29:30
Play later
Play later
Lists
Like
Liked
29:30In 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…
…
continue reading

1
Navigating Digital Marketing for Insurance Agencies
37:16
37:16
Play later
Play later
Lists
Like
Liked
37:16In 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 …
…
continue reading

1
The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen
38:14
38:14
Play later
Play later
Lists
Like
Liked
38:14In 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 facto…
…
continue reading

1
Reflections and Roadmaps: Elevating AgencyBloc's AMS+ and Beyond in 2025
23:28
23:28
Play later
Play later
Lists
Like
Liked
23:28In 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 conversa…
…
continue reading

1
Preparing for AEP: Strategies for Success with ConnectureDRX
25:23
25:23
Play later
Play later
Lists
Like
Liked
25:23In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline…
…
continue reading

1
Trends and Complexity in the Group Benefits Market with Marcie Strouse
38:52
38:52
Play later
Play later
Lists
Like
Liked
38:52Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://capitol-benefits.com). This episode dives deep into the ever-changing group benefits market, offering valuable insights for businesses of all sizes. Key Discussion Points: Market Dynamics: Explore the impact of carrier…
…
continue reading

1
Insurance Industry Shifts with Cristin Hopkin-Bishop, COO at The Brokerage Inc.
29:41
29:41
Play later
Play later
Lists
Like
Liked
29:41In this episode, Tim Robinson and Cory Schmidt interview Cristin Hopkin-Bishop, COO at The Brokerage Inc. Cristin shares her background, the history of The Brokerage Inc., and the current landscape, shifts, and consolidation in the insurance industry. The Brokerage Inc. is a family-owned national FMO (Field Marketing Organization), IMO (Independent…
…
continue reading

1
Recapping AgencyBloc's BlocBuilder 2024 Annual Conference
11:18
11:18
Play later
Play later
Lists
Like
Liked
11:18In this episode, Tim Robinson and Cory Schmidt recap the BlocBuilder 2024 conference. BlocBuilder 2024 was a powerful event where AgencyBloc team members, customers, and partners came together in Atlanta for 3 days of leadership meetings, educational sessions, and 1-on-1 meetings. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommen…
…
continue reading

1
Recapping Medicarians 2024 & CMS Final Rulings
20:43
20:43
Play later
Play later
Lists
Like
Liked
20:43In this episode, Tim and Cory share their experience at Medicarians Vegas 2024, an event with 3,000+ attendees across the senior health, wealth, and agetech ecosystem. Our hosts also dig into the recent CMS ruling and the effect it may have across the entire insurance industry. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended…
…
continue reading

1
Explaining Proposed CMS Legislation with Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales
35:14
35:14
Play later
Play later
Lists
Like
Liked
35:14Tim Robinson and Cory Schmidt interview Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales (SMS). Dwane has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier rela…
…
continue reading
In this episode, Cory Schmidt interviews Amanda Brewton, an expert in the Medicare field for nearly 20 years. Amanda is the owner of Medicare Answers Now, a Field Marketing Organization in Cleveland, Ohio supporting agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She continues teaching …
…
continue reading
In this episode, Tim Robinson and Cory Schmidt (co-founder and CTO at AgencyBloc) reflect on the past, present, and future of AgencyBloc before diving into the technology needs of leading health & benefits agencies, GAs, IMO/FMOs, carriers, and more. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth P…
…
continue reading
AgencyBloc presents Insurtech Building Blocs, a new podcast that takes a macro look at health, benefits, and senior market Insurtech industry happenings and trends. If you're curious about the Insuretech landscape and how the movers and shakers of the industry are progressing, join Tim and Cory on Insurtech Building Blocs each month, premiering Jan…
…
continue reading