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

September 6, 2022 31 min

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 our audience on new roadmap ite...

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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...

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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, menta...
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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 implement a COVID-19 vaccine...

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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 ...

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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 pandemi...

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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 to broker services and even h...

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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 to contribute to a booming bu...

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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 view of the key healthcare issues at stake t...

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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 foll...

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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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This episode offers insight from Raul Villar Jr about the evolution of the payroll market into a more holistic emphasis on human capital management, and the advantages that American companies now enjoy as a result. Raul shares three key principles he learned as a young man that have anchored his personal success, and the six guiding principles of Paycor. Raul speaks to his methods for change management, and the power that comes fro...

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January 16, 2020 17 min

"Hire the best people, trust them and delegate with abandon." This is just one adage we hear from Ed O'Malley, the head of insurance brokerage and consulting at NFP during his interview with us. Ed offers advice on how to engage and empower employees and urges leaders  to leave room for employees to be independent, even if that means leaving room for failure.

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