Episodes

In installment 3 of my coverage of the True Captive Summit, I sit down with the CEO of Vālenz®, Robert Gelb. "Vālenz® simplifies the complexities of self-insurance for employers through a steadfast commitment to data transpar...

In installment 2 of my coverage of the True Captive Summit, I sit down with Adam Berkowitz of Simpara, and his client Lance Young, of Shine Solar. In this mini-episode, we discuss Lance's experience working in Human Resources...

Episode 38 of Self-Funded with Spencer features Jorge Arzate , CEO and Founder of MAKINA BENEFITS . Jorge joined me on the show to discuss the role of a boutique-style independent TPA and his passion for helping small employe...

I recently took the Self-Funded w/ Spencer Podcast on the road to Oklahoma City where I covered the Future of Business and Benefits Conference, Hosted by True Captive Insurance and Presented by Valenz. In this mini-episode, ...

Dan is the US Head of Sales, Middle Market for Meritain Health. He has an extensive career in Employee Benefits, especially in Self-Funding, and received his CEBS designation through an affiliation with the Wharton School. In...

One of the most neglected parts of our healthcare system in the last few years has been the lack of availability in virtual mental/behavioral health support for employees. In this episode, Mike Kohl of Vida Health joined me t...

Erik Templin is Executive Vice President at Brown & Brown. He is one of the most knowledgeable people in our industry, and the person responsible for introducing me to the concept of self-funding. He's also an outstanding str...

Allison is the Founder of Altiqe Consulting, a boutique employee benefits consulting firm out of San Antonio, Texas. Allison is easily one of the most innovative EB consultants I know, and also a podcast host herself, with he...

Chris Fisher is the Founder of BenefitsAlly and the creator of the 3x3x3 podcast series. Chris has alway had a finger on the pulse of what’s new and innovative in the insurance space, and he’s one of the most connected …

Megan Chiarello and Andy Neary join me in the studio to discuss how to maximize your efforts on LinkedIn. If you are a salesperson, an entrepreneur, a marketing specialist, and insurance broker, or just someone that wants to ...

Chetara Brisbon is the Director of Growth for Nice Healthcare. Chetara flew all the way in from South Carolina to share her story, as well as her company’s value proposition. In the show we talk family, her pursuit of a …

Reid Rasmussen came on the show to discuss the origins of freshbenies, what it was like moving from Canada to the US and how our healthcare systems differ, as well as his own original employee benefits show "Brokers in Cars …

"Captives" Part-2 with David Voorhees, CEO of True Captive Insurance. David stopped by Frisco, TX on his way back to Kansas City and graciously helped me complete the second part of the #captive podcast miniseries. He brings ...

Phil is the Chief Operating Officer of Complete Captive Management Services. He entered the captive world more In 2010, after his 25 years as a Paramedic actually brought him into this world accidentally. Phil was one of the...

Geniece is a Principal at EPIC Insurance Brokers, and has spent her entire year in the employee benefits and consulting space. In this episode, we discussed her perspective on self-funding, as well as her interest in cryptocu...

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...