In this episode of Insurtech Building Blocs Podcast, host Cory Schmidt and Mike Lamb, CEO discuss the importance of leadership through adaptation and the implementation of effective systems for growth and focus within organizations. Mike emphasizes the value of learning from past experiences and applying successful strategies in new contexts, particularly in the areas of management and planning. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth ...

In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt and guest Mike Bechtol from Bravo Health Partners discuss the challenges of employer health insurance, particularly in light of rising costs. They explore alternative funding models, such as level-funded and self-funded group health plans, the intricacies of reference-based pricing, and the importance of data in managing healthcare costs. The conversation also highlights the significance of employee benefits in attract...

In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Mark Mixer and Jordan Ledford of HRASimple. They dive deep into the world of Individual Coverage Health Reimbursement Arrangements (ICHRAs) and discuss the evolution of HRAs, the market drivers for ICHRAs, and the complexities involved in transitioning to this new model of employee benefits. Their conversation highlights the importance of education, technology, and the future potential of ICHRAs in the insuran...

In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes fellow AgencyBloc members Kelsey Rosauer, Director of Marketing, and Savannah Clemons, Director of Client Experience. They explore AgencyBloc's Annual Event, BlocBuilder, sharing their experience from BlocBuilder 2025 and how AgencyBloc is preparing to raise the bar even higher for 2026. 00:00 Introduction to the Podcast and Guests 01:18 What is BlocBuilder & Who Attends 2:58 Recapping BlocBuilder 2025 5:...

In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt welcomes Bill Hepscher, founder of the Canadian Medstore. They discuss Bill's unique journey into the healthcare industry, the challenges of navigating prescription drug costs, and the logistics of importing medications from countries like Canada. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space with 6,500+ customers ...

In 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 necessity of continuous learning in the ever-evolving insurance landscape. The conversation also touches on the role of AI in customer service and t...

In 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 market, the need for legislative changes, and the importance of political engagement for agents. John emphasizes the need for a more streamlined p...

In 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 on consumer expectations in the digital age and the significance of maintaining personal connections in marketing efforts. Dyani advocates for a st...

In 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 factors, the significance of organized financials, and the typical timeline for selling an agency. The conversation emphasizes the need for sellers ...

In 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 conversation emphasizes the company's commitment to continuous improvement and adapting to market trends. Takeaways - AgencyBloc has been focusing on prod...