Episodes

Preston was recommended separately to me by two industry peers, so I anticipated that it would be an exciting conversation, and he certainly didn’t disappoint. Not only is he an expert in Employee Benefits & Underwriting, but...

Vince is VP of Sales at Partners MGU, a stop loss managing general underwriter with a unique business model that allows their clients an opportunity to financially benefit from the sale of the company in the future. Vince ca...

Matt shares his journey from being an All-American Golfer at the University of Texas, to spending 5 years as a professional golfer, to eventually finding his passion in the insurance world as a Benefits Consultant. --- Supp...

Dwight Mankin is the President of WebTPA, a third party administrator with the tagline "We Do Weird" because they focus on large group self-funded clients that want to build a customized health plans for their unique needs. -...

Colin is a Senior Advisors of Employee Benefits, with over two decades of experience. He takes a technical approach to self-funded, with a degree in Management Information Systems, and he really has a strong finger on the pu...

The product of two parents who were medical doctors, Will knew his future didn’t lie specifically in medicine, but rather found himself consumed by fixing the broken insurance payment model. With successful ventures in payrol...

Chris Wilson is Executive Vice President of Business Development for Healthcare Highways - a "health plan built on by a high-performance network that delivers quality care, cost savings, and sustainable value." They are aimin...

Benjamin Prinzing is the Founder & CEO of Rover Analytics, a company on a mission to help small group employers get access to claims data by scraping member EOB's (Explanation of Benefits). Ben is a serial entrepreneur and st...

TJ Hutchings is the Manager Director of Employee Benefits for Higginbotham in Fort Worth, Texas. He's one of the absolute best people I know in the insurance industry, and he came on to share his journey into benefits, as wel...

Megan Chiarello is Vice President of Marketing for WellNet Healthcare, who provides turnkey level-funded and self-funded solutions to small and mid-market companies. Megan brings a fresh voice and interesting perspective to a...

Today, Mike is a Benefits Consultant with Hotchkiss Insurance, but long before that, he had an incredible journey as a troubled teen, then becoming a Youth Pastor for about 15 years, then turning his sights to the private sec...

Anthony Russo is an Executive Regional Manager for Voya Financial, and has spent his entire carrier working on the carrier side of the insurance world. Anthony has a wealth of knowledge to share about the value of a partnersh...

Dan Labroad is the founder and CEO of Ovation Health and Life Services, a full service insurance consulting firm, with a specialty in self-funding. Dan is also a serial entrepreneur with a long track record of building succe...

This episode features Patrick Martell of ClaimDOC. Patrick came on the show to discuss one of my favorite topics - Reference Based Pricing (RBP)! I love the potential of RBP to reduce plan spend, but I am no expert, so I as...

Andy Near is an ex-professional baseball player, who channeled his playing experience into a successful insurance career, before finding his real calling - becoming a high performance coach for Insurance Producers. Beyond tha...

In this Episode, Craig Clemente, President & COO of Specialty Care Management (SCM), came on the show to discuss the growing problem of Outpatient Dialysis, and how his organization specializes in controlling the cost of this...

Rachel Strauss is Director of Strategic Development at EHIM, "national, privately held, woman-owned (WBENC) Pharmacy Benefit Manager (PBM) and Third-Party Administrator that helps organizations proactively contain rising pres...

In this episode, Seth Denson, Co-Founder and CSO of GDP Advisors joined me on the podcast to help explain Insurance Captives. Seth talks about the right size group, the appropriate risk profile to join a captive, as well as ...

Jonathan Lopez, Ed.D - aka "Dr. J-Lo" joins me on this episode to cover the role of the Third Party Administrator from a different perspective than covered previously. He views the role of the TPA as the "Adjudicator", and e...

Yo, what up gang, Spencer here… Thanks for checking out “Self-Funded with Spencer”, a podcast that seeks to educate around, and advocate for, the self-funded health insurance marketplace. It has been said that the best defens...

Episode 7 of "Self-Funded w/ Spencer" with the hardest working person in employee benefits - Lester J. Morales , Founder and CEO of Next Impact ! Lester is seemingly everywhere these days, both literally and virtually, as one...

We have approached self-funding from many different insurance industry angles so far, but the most crucial vantage point is discussed in this episode with Tommy Fulmer - The EMPLOYER's perspective. Tommy is responsible for ac...

Courtney is a Sales Executive with ZERO, which focuses on reducing claims costs to a self-funded plan by directly contracting with providers and paying for procedures with predetermined, agreed-upon pricing bundles. An added ...

4 episodes in and I finally got to talk some stop loss again! Jeff Petty is the President of PACE Underwriters, a Dallas-based Managing General Underwriter (MGU ) of Stop Loss Insurance. He joined me to discuss what an MGU d...