2022

088 Providing Smarter Answers to Employee Benefit Questions with Healthee

Seeking information regarding your health coverage can be difficult. Healthee empowers employees by providing a seamless experience that enables participants to access, understand, and maximize their health and wellness benefits. All without waiting on hold. In this episode, Wendy Hipsky, Head of Sales, Healthee, Jackie Bamman, Chief People Officer, and Gillian Maccarone, Human Resources Generalist, Nassau Financial Group,  discuss how AI aids in solving the health insurance and wellness puzzle for employers and employees. 

Connect with Wendy Hipsky: https://www.linkedin.com/in/wendy-hipsky/
Connect with Jackie Bamman: https://www.linkedin.com/in/jacquelinemerlbamman/
Connect with Gillian Maccarone: https://www.linkedin.com/in/gillian-maccarone-52211674/ 

Learn more about Nassau Re/Imagine: imagine.nfg.com
Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber088 Providing Smarter Answers to Employee Benefit Questions with Healthee
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087 Lessons in Bootstrapping and Corporate Innovation with James Benham

James Benham joins us to discuss his rules for success. In case you don’t James, we would describe as serial entrepreneur, CEO of JBKnowledge, TerraClaim, and Smart Compliance. You may also know him as the host of the ConTech Crew or The Insuretech Geek Podcast with our friend Rob Galbraith. Today he shares with us his rules for successfully bootstrapping an Insurtech startup without taking VC money. He also lays out 5 principles for successfully introducing innovation into the corporate environment.

Links mentioned in the show:

www.jbknowledge.com
www.terraclaim.com
www.smartcompliance.co
www.insuretechgeek.com

Learn more about Nassau Re/Imagine: imagine.nfg.com
Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

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This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber087 Lessons in Bootstrapping and Corporate Innovation with James Benham
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086 Protecting Families Through Machine Learning-Led Client Retention with Neeraja Rasmussen, Spyglaz

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Some people say that life insurance is one of the noblest gifts for others. A person who purchases a policy usually won’t benefit from it – but their surviving spouse and children will. Everyone in the insurance industry wants the policy to be in force when it’s really necessary.

Unfortunately, the person who purchased the policy may let the policy lapse – sometimes intentionally and other times not. Today, Neeraja Rasmussen, CEO of Spyglaz, and Susan Zophy, Chief Service Officer for Nassau Financial Group Financial talk about their innovation partnership, and the value of leveraging machine learning to predict future customer behavior and needs. The discussion also offers a lens into the challenging process of finding and keeping new customers as a startup. Listen along as we discuss the three things a startup has to do in order to become a valued tool and accepted partner.

Learn more about our guests:

Neeraja Rasmussen is the Founder of Spyglaz, a machine learning platform for customer retention and growth, serving the Life/Annuity Insurance and Asset Management industries. Spyglaz uses machine learning to predict the next best action for better customer conversations, which distribution partners are most likely to grow over time and early asset retention opportunities. They do this through a rapid adoption process that does not require backend integration, does not touch legacy systems, and starts delivering value within 4 weeks.

Before founding Spyglaz, Neeraja spent 20+ years managing customer retention/acquisition programs for financial services and technology companies. She has 10+ years of experience building global teams from the ground up, with hands-on experience developing customer-first programs for both Fortune 500 and SMB companies. She’s an advocate/speaker on building racially diverse ecosystems that recognize the value delivered by women and minority entrepreneurs.

Connect with Neeraja Rasmussen: https://www.linkedin.com/in/neerajarasmussen/
Learn more about Spyglaz: https://spyglaz.com 

Connect with Sue Zophy: https://www.linkedin.com/in/susan-zophy-03159014/ Learn more about Nassau Financial Group: https://nfg.com 

Learn more about Nassau Re/Imagine: imagine.nfg.com
Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber086 Protecting Families Through Machine Learning-Led Client Retention with Neeraja Rasmussen, Spyglaz
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085 Solving Use Cases for the Smallest Agents and the Biggest Carriers with Robby Allen

Robby Allen, VP of Sales, AgentSync, joins hosts Paul Tyler and Laura Dinan Haber on this week’s episode of the Re/Imagine Podcast. The conversation meanders from innovation to the future of technology; to mainline insurance companies in the retirement space where agents are needed to complete a sale. Learn how AgentSync minimizes producer management costs and prevents regulatory violations before they occur.

Bonus: Discover how one successful ‘failure’ led to the creation of insurtech’s newest unicorn. 🦄

👂full episode: https://imagine.nfg.com/podcasts/

🗺 Nassau Re/Imagine’s Retiretech Map mentioned in episode: https://imagine.nfg.com/innovation-in-retiretech/

#retiretech #agentsync #innovation

Connect with Robby Allen: https://www.linkedin.com/in/robbyallen/

Learn more about AgentSync: https://agentsync.io

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Laura Dinan Haber085 Solving Use Cases for the Smallest Agents and the Biggest Carriers with Robby Allen
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084 Pensionizing the 401(k) Plans with Trevor Gary

Trevor Gary, Founder & CEO, Micruity joined hosts Paul Tyler and Laura Dinan Haber in this week’s episode of Nassau Re/Imagine‘s Innovation Hour. The episode is chocked full of insight into pensionizing the 401k plan and what might be the one tip that could save founders from shutting off the lights early.

👂full episode: https://imagine.nfg.com/podcasts/

#retiretech #competitiveadvantage #innovation #financialsecurity

Nassau Re/Imagine congratulates Micruity on their latest $5.1M raise to Pensionize 401(k) Plans

“The decline of defined benefit pension plans has left a retirement savings gap that will grow to $137 Trillion by 2050,” said Trevor Gary, Co-Founder and CEO of Micruity.
https://venturebeat.com/2022/02/10/micruity-raises-5-1m-to-pensionize-401k-plans/

 

Connect with Trevor Gary: https://www.linkedin.com/in/trevorgary/

Learn more about Micruity: https://micruity.com

Learn more about Nassau Re/Imagine: imagine.nfg.com

Connect with us: https://www.linkedin.com/showcase/nassau-reimagine

 Listen

Show Sponsors

This information is provided by Nassau for informational purposes only and is not meant to provide any legal, tax, or investment advice. It is not intended to advertise, market or promote third party products or services. Nassau and our sponsors do not endorse and are not responsible or liable for any third party content, advertising, products, services or other materials from such third parties. Symetra® is a registered service mark of Symetra Life Insurance Company.

‘Symetra® is a registered service mark of Symetra Life Insurance Company.’

Ashley Saunders084 Pensionizing the 401(k) Plans with Trevor Gary
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