bWise

bWise

Join our hosts, Don Garlitz and Sharon Morrissey, as they connect with founders, CEOs and executives of some of our industries greatest companies. Listen in to hear exciting discussions on entrepreneurship, management and what it takes to build, sustain and grow a successful company and career.

Episodes

August 16, 2023 26 mins

Get an insider’s look at how bswift’s Head of Operational Excellence, Adam Hostetter, is driving major improvements. Learn how his team is enhancing service delivery, upgrading technology, and aligning workstreams to accelerate growth. Adam shares insights on creating organizational alignment through visibility and communication. Hear how he employs urgency, quick wins, and constant iteration to lead successful change management. H...

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Join hosts Don and Sharon as they speak with Ted Bloomberg, bswift’s CEO, about bswift’s bright future as we emerge as a standalone organization. In this episode, you’ll learn more about bswift’s leadership, what fuels our passion for our clients and partners, and our commitment to deliver excellent technology and service to all those we serve. Don and Sharon will discuss how the fundamentals of transparency, communication, and acc...

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Join hosts Don and Sharon live from bswift's Idea Exchange conference in sunny Orlando, Florida as they speak with Mark Rieder, NFP's head of innovation, about digital transformation! In this episode, we'll explore how digital transformation can improve the employee experience, boost customer satisfaction, increase productivity, and drive greater profitability for the company. They'll discuss cutting-edge technologies like AI, bloc...

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Join hosts Don and Sharon as they meet with the bswift UX Portfolio Owner, Rachel Bates, to discuss all things user interface. During this episode we uncover the gaps that benefit administration systems are tasked with closing when looking closely at providing a contemporary user experience for employees. Rachel reviews the philosophy behind how bswift looks at the employee experience and also briefs ou...

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Join our hosts Don and Sharon as they meet with bswift’s new Chief Technology Officer, John Hansen. During this episode, John discusses bswift's proven ability to deliver flexible and customer-focused ben admin in today's everchanging environment, and how bswift's unique position is being harnessed to drive agility at scale to solve key employer needs, both today and tomorrow. Plus, hear what attracted John to bswift as a company a...

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Jin Oak Ha, President & CEO, on taking bswift to the next level in 2022 and beyond Join our hosts as they meet with Jin Oak Ha, bswift’s new President and Chief Executive Officer. During the discussion Jin Oak lends her thoughts on how employers are faced with different challenges than they faced 18-24 months ago in a pre-pandemic world. Employers have been tasked with helping employees navigate creating safe work spaces, mental he...
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Over the last 18 months, HR teams have been challenged like never before as they have had to adapt to the twists and turns of COVID-19. As the pandemic enters yet another phase, organizations are now tasked with tracking COVID-19 vaccines and test results for employees. bswift has teamed up with CVS Health, who has been at the forefront of testing and vaccine administration since day one, to develop and...

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Join our hosts as they visit with the managing partners of Apprize Technology, Matt Anderle and Melissa Brown. During this episode we dive into how Apprize has used the insurance industry’s top challenges to build a brand focused on white glove benefit administration support.  Listen in to hear what producers and plan sponsors should be considering when it comes to leveraging technology as we move into 2022.

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This panel discussion of experts Kate Taylor (Benefit Technology Resources), Mike Hager (Hager Strategic) and Sean Clem (Brown & Brown) was held in conjunction with bswift’s annual Idea Exchange client conference. The dialogue is presented in two parts, and in part two, we explore questions around how benefits budgets have been impacted by the pandemic, and how employers have reprioritized employee communication and engagement stra...

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This panel discussion of experts Kate Taylor (Benefits Technology Resources), Mike Hager (Hager Strategic) and Sean Clem (Brown & Brown) was held in conjunction with bswift’s annual Idea Exchange client conference. The dialogue is presented in two parts, and in part one, we explore plans by employers to return to the office, the models of co-sourcing vs. total benefit outsourcing for benefits administration, the way the pandemic ha...

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Self-insuring is routine for large employers, and a growing trend for smaller plans. Listen in as Mark Schmidt and Michael Ciarrocchi of Meritain explain some fundamentals to smart change management, the value of interchangeable point solutions, and where this TPA fits in the larger CVS Health and Aetna strategies.

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Tune in to hear Mike DiSimone and Paul Sari share new trends in the consumer directed health and savings account space, and discuss how consumer behavior is driving a transformation of the participant experience to ensure that it is simple for employees to plan, save and pay for their holistic well-being journey.

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“We’re big enough, but small enough” is one way that John frames up Assured Partners’ unique approach to providing a boutique and local broker experience while also providing the comprehensive services of a national firm. Listen in to learn how they’ve developed a powerful Center of Excellence to differentiate their services. During our conversation we discuss what Assured Partners values when it comes ...

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November 18, 2020 24 mins

A discussion on workplace diversity & inclusion with bswift President & CEO Sanjiv Anand and Sr. Director of HR Carla Pollard Stewart.

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Frank Mengert, the founder and creative visionary of EBM, a HR benefit solutions consultant out of New England joins bswift to discuss all things social media and business. During our conversation we uncover the several social media platforms available to use in marketing a business and which platforms Frank leverages most successfully. Throughout our conversation, Frank provides advice and tips on how ...

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Craig Hasday, President of the National Employee Benefits Practice at Epic Brokers, joins bwise to discuss the complexities of the current insurance marketplace. Craig explores why the employer is facing a need for a strong broker partner, now more than ever, and discusses the key areas where employers need help with employee benefit planning and administration. Craig also dives into his ...

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July 14, 2020 22 mins

The COO of Unum Group speaks to his approach to engaging people, his favorite recent reading, and the value of seeing relationships in whole rather than in silos. He offers a simple tip to bring in humility as a rein on arrogance, and discusses five amazing career paths in the insurance industry. Mike shares a perspective on why this is the greatest time in the history of the world to be alive, and the importance of having a strong...

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From the early days of Paul Roger’s career where he learned the importance of training, to his most recent major career move facilitating the merger of Pacific Resources Group and Brown & Brown Insurance, Paul has lived by one of his favorite mottos, “plan your work and work your plan”. During our discussion with Paul, we dive into the practices that Paul feels have characterized the top members of his team, and how he has followed...

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Our special guest Michael Haske is a multi-talented leader of both sales and operations for one of the nation’s top human capital management companies. In this episode, we learn how Michael fell in love with sales, how he encourages his people to find their own ways to solve problems, and how he limits his focus to accomplish more. His vision of the rising generation ensures that Paylocity will be an industry leader for years to co...

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Jamie discusses how to start a business by finding opportunities presented by industry change and gives advice on how to be a successful entrepreneur. Jamie comments on the importance of establishing a strong business plan and balancing the unwavering commitment an entrepreneur must have to that plan and the ability to change and adapt as needed.

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