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San Mateo, CA 94402
Woodland Hills, CA 91367
Rancho Cordova, CA 95670
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San Diego, CA 92128
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What sets them apart?
How are they raising service levels?
What’s on the horizon?
We’re bringing you a new conversation with a different carrier partner each week. Watch for our scheduled Wednesday
releases and don’t miss out on the next conversation! Take advantage of that time spent on the road and stay
informed with LISI. Each session is quick and it’s an easy way to get the insights and advantages you need.
In this episode, we chat with Sharp Health Plan’s Sales Director, Don Truong and Small Group Account Executive, Cheryl Cote. Sharp’s strong regional focus means stable enrolled groups and networks that are curated to meet local needs. We discuss the unique option to select the Sharp Rees-Stealy Medical Group where every detail of member convenience is considered from easy parking to care, all under one roof. Installing a Sharp group is simple with their all-in approach including dedicated account managers for every group.
In this episode, Aetna discusses their relationship with CVS including MinuteClinics and the coming Health Hubs located in select CVS locations. Their focus on care with heart, that’s closer to home, and feels whole weaves through every aspect of their service, from wide network options to Aetna's interactive and rewarding apps. Kathleen Dibble, Aetna Director of Sales, Small Group and Middle Market, and Blair Rhodes, CA Sales Rep wrap it up with a look at broker bonuses and Q4 insights.
Learn how MediExcel brings San Diego employers a unique option with cross-border care and dependent-only plans. Gustavo Garcia, Senior Sales Manager of MediExcel and Romina Camacho, Sales Support Manager describe an extensive urgent care network in San Diego and Imperial Counties. With extended hours for their main facility, it’s easy to get care outside of the typical workweek. They discuss their contract with HEAL, a premier telemedicine provider. They also highlight how their expanded pharmacy program addresses COVID-19.
MediExcel Facility Tour (Video)
Expanded RX Program (PDF)
Learn how our new partnership with Guardian Life offers unique product solutions for your small employer clients with Dental, Vision, Life, Disability, Critical Illness, and Accident. This episode features Joe Colwick, MBA, GBDS Channel Manager, Strategic Partnerships of Guardian Life and Michael J. Lewis Sales Consultant, Small Group Sales – Los Angeles/Central CA. They introduce their flexible products, innovative EAP, network, top-tier customer service with Guardian Anytime, and advanced technology. They also describe Guardian’s outstanding broker marketing and sales support.
This episode features Denise Vance-Rodrigues, Vice President of Business Development for Canopy Health. She describes what makes the physician-owned regional carrier stand out. For one, their self-referral program makes it easy to access care throughout the Bay Area, which is a definite plus with so many people living and working in different cities. Canopy is unique in that you can purchase them through another carrier, namely UnitedHealthcare. She also describes some of Canopy’s innovative projects to improve members’ access to care.
This episode is a must-listen for all brokers who need to understand the latest COBRA changes. As many businesses reduce their workforce amid the COVID pandemic, a rush of laid off and furloughed employees are looking at their COBRA option. Jeff Strong, Sterling Administration Vice President of Sales and COBRA Supervisor, Anlo Hoang explain what makes an employee COBRA eligible. They also provide some examples of what the COBRA timeline extension looks like.
This episode features Michael Payton, Senior Vice President of Sales & Account Management and David McClintock, Vice President of New Sales of Choice Administrators. Tune in and learn what’s in store for Q3 and more. Find out what CaliforniaChoice is doing differently in the marketplace. They discuss how their wide variety of networks allows employers to put the power of decision in the hands of members. They also outline what CaliforniaChoice is doing to support brokers in serving their clients and how they’re helping members amid the pandemic.
This episode features Dr. John Rott, a Kaiser Permanente® practicing pediatrician in San Diego and a Physician Director of the Southern California Permanente Medical Group. He gives a physician’s view of what makes Kaiser Permanente® unique in the delivery of medicine. He also explains how Kaiser has evolved in recent years and the Kaiser Permanente® School of Medicine, which is set to open in August. Please note that, due to COVID-19, much has changed as this episode was recorded in early March.
Michael Goldfarb of Guardian HR discusses AB 5 ̶ a new California law that could reclassify millions of independent contractors as employees. He explains how it will affect the benefits market, what employers need to know about AB 5, and penalties for misclassifying an employee.
Joy Justus, ThinkHR Senior VP of Channel Sales, offers a comprehensive look at California’s sexual harassment training requirements. She covers best practices, important deadlines, out-of-state employees, filings, investigations, and onboarding. She also explains what brokers need to know and explains how ThinkHR’s Workplace Harassment Prevention Package offers a fully compliant solution.
Jeff Strong of Sterling Administration offers a 360-degree ERISA overview. He explains what clients are asking of brokers, increased compliance under the ACA, penalties, required documents, as well as issues related to 401(k)s and group life insurance.
Two product experts from our Intel team give the latest updates on how carriers are responding to COVID-19. They get into carrier responses from all sides including grace periods for premium payments, waiting periods for rehires, and special enrollment periods.
In this episode, Lisa Collins of PrimePay gives us a deeper dive into the new individual coverage HRAs (ICHRAs). She explains the advantages for employees and employers and the types of groups that would most benefit from an ICHRA.
In this episode, Bob Radecki of Benefit Comply rejoins us to discuss new rules on ICHRAs - Individual Coverage HRAs. He explains how they work, eligibility requirements, and availability for employers.
In this episode, two product experts from our Intel team talk about the carrier response to COVID-19. For brokers who are getting bombarded with questions about the coronavirus, this is an essential briefing. We'll keep you posted as carrier actions evolve.
In this episode, Michelle Martynuik of ASi Administrative Solutions offers a clear COBRA overview including applicable lines of coverage, the difference between Cal-COBRA and COBRA, filing timelines and penalties, and the services that ASi offers to help employers stay compliant.
We’re kicking off our compliance series with Bob Radecki of Benefit Comply. He gives us an aerial view of the compliance landscape. We discuss how the benefits industry and the role of the broker have changed due to increasing laws and regulations. We look at what changes are on the horizon and even ask Bob how this election year may affect compliance requirements. It’s one of many simple and digestible compliance briefs that we’ll be featuring over the next several weeks. We're bringing you the resources to help you serve as your clients’ trusted advisor so compliance doesn't have to be overwhelming.
In this episode, we talk with Ron Altbaum at Principal Life Insurance Company about their suite of ancillary products, including unique EPO dental options and networks that work for members. We talk about Principal’s full set of solutions for making sure members are best able to access care. And we look at their philosophy for consistently low renewal rates.
In episode 7, we tackle very timely compliance topics with Silvia Marroquin, Glenn Davidow, and Michael Davidow of ACA Compliance Solution Services (ACACSS). Critical compliance deadlines are coming up soon! March 2, 2020 is the deadline for companies to distribute the 1095 tax forms to employees, and March 31, 2020 is the deadline to E-File to IRS. They explain what 1095 reporting is, why it’s important, and what you need to know. We’ll cover the suite of solutions that ACACSS offers your clients. They take on the compliance burden so you can focus on growing your book of business.
In this episode, we talk with CoPower’s Rodney Mattos about their full ancillary portfolio. We look at how CoPower ONE is a curated product offering brand name benefits to small groups. Rodney explains how CoPower’s portal Empower helps groups and brokers manage their group changes quickly. And we take a deep dive into CoPower’s value adds, including a prescription discount card and Benefit Hub discounts.
In this episode, we talk with Ron Jordan at Cigna, who talks about how they are working on being a leader in a whole health approach. We take a look at Cigna’s network and how they identify key hospitals. Cigna also works not only to coordinate care but also to link members to local support programs to assist them through big issues.
In this episode, we talk with Oscar’s Michael Lujan. We take a look at how Oscar walks the member through healthcare with their concierge service on every plan and their free and unlimited telemed. Oscar offers an EPO alternative to the market in Los Angeles and Orange Counties.
In our conversation with UnitedHealthcare’s Amy Dalton and Allen Patrick, we talk about the personalized and simplified experience of the Harmony Network. We take a look at UHC’s coordinated care program, Advocate4Me. Finally, we take a deep dive into UHC’s triple value prop – better health, better experience, and better cost control. With Choice Simplified, employers can control costs and employees can pick the right plan for their needs while taking advantage of UHC’s rich member programs.
In this episode, we talk with Dan Tyler at Covered California for Small Business about what makes them unique in the small group market. With health care being so personal, CCSB makes it easier for employers to not worry about plan selection for their employees. They also empower employees to select the plans that meet their needs. With Oscar joining the marketplace in 2020, CCSB offers even more choice. We also take a look at the new capabilities of CCSB’s broker portal and the new unique tax credit tool.
In our inaugural episode, we chat with Jack Lyons* and Mark Ciciarelli at Anthem Blue Cross. Anthem discusses the power of combining medical and ancillary for a full medical history to take care of the whole person. Narrow networks are the hot topic. Anthem discusses what they do differently to curate their networks to meet local needs. We also take a deep dive into Anthem’s Care Coordinator program to make accessing complex care during a crisis easy for the member as well as finding out how they are leveraging technology to make care simple.
*This episode was recorded in November 2019. We are excited to welcome Jack Lyons as LISI Director of Sales.
Topic ideas? Contact us at Intel@lisibroker.com.
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