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Insurtech Building Blocs
A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
Episodes
12 episodes
Navigating Digital Marketing for Insurance Agencies
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...
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Season 1
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Episode 12
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37:16
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The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen
In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt interviews Brett Rosen, a seasoned M&A advisor with Rosen Advisory...
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Season 1
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Episode 11
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38:14
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Reflections and Roadmaps: Elevating AgencyBloc's AMS+ and Beyond in 2025
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 f...
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Season 1
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Episode 9
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23:28
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Preparing for AEP: Strategies for Success with ConnectureDRX
In this episode of the Insurtech Building Blocs Podcast, hosts Tim Robinson and Cory Schmidt discuss the upcoming AEP and the challenges faced by independent agents in the insurance industry. They are joined by Jason Schmittgens and Andrew Tuta...
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Season 1
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Episode 8
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25:23
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Trends and Complexity in the Group Benefits Market with Marcie Strouse
Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://cap...
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Season 1
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Episode 7
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38:52
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Insurance Industry Shifts with Cristin Hopkin-Bishop, COO at The Brokerage Inc.
In this episode, Tim Robinson and Cory Schmidt interview Cristin Hopkin-Bishop, COO at The Brokerage Inc. Cristin shares her background, the history of The Brokerage Inc., and the current landscape, shifts, and consolidation in the insurance in...
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Season 1
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Episode 6
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29:41
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Recapping AgencyBloc's BlocBuilder 2024 Annual Conference
In this episode, Tim Robinson and Cory Schmidt recap the BlocBuilder 2024 conference. BlocBuilder 2024 was a powerful event where AgencyBloc team members, customers, and partners came together in Atlanta for 3 days of leadership meetings, educa...
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Episode 5
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11:18
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Recapping Medicarians 2024 & CMS Final Rulings
In this episode, Tim and Cory share their experience at Medicarians Vegas 2024, an event with 3,000+ attendees across the senior health, wealth, and agetech ecosystem. Our hosts also dig into the recent CMS ruling and the effect it may have acr...
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Season 1
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Episode 4
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20:43
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Explaining Proposed CMS Legislation with Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales
Tim Robinson and Cory Schmidt interview Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales (SMS). Dwane has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Med...
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Season 1
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Episode 3
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35:14
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A Conversation with Amanda Brewton
In this episode, Cory Schmidt interviews Amanda Brewton, an expert in the Medicare field for nearly 20 years. Amanda is the owner of Medicare Answers Now, a Field Marketing Organization in Cleveland, Ohio supporting agents in over 40 states and...
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Season 1
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Episode 2
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1:00:35
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