

Insurance Innovation
e123
Insurance Innovation covers interesting topics for life and health insurance marketers and execs. We focus on topics that matter to marketers, carriers and service providers - what is selling, who is buying, marketing tactics and techniques, using data effectively, platforms for marketing, career advice and of course innovation. We feature executive guests who bring a wide range of experiences across insurance categories and channels of distribution. Our host Alan Edgin leads the conversation based on his own 20+ years of experience in the business, with sales and marketing experience at carriers, IMOs and his own IMO. Join us! Send feedback or requests for specific guests to podcast@e123insurtech.com
Episodes
Mentioned books

Mar 29, 2025 • 34min
Inside Medicarians: Growth, community & impact. An in-depth conversation with Jay Weintraub.
Episode 16 features Jay Weintraub, CEO & Founder of Connectiv Holdings, the event studio that successfully produces the Medicarians/ACA Summit annually. Jay sits down with Alan Edgin to discuss how they've been able to make this event more successful each year.Listen to this episode to learn about:Why attending Medicarians/ACA Summit is essential for agencies, carriers, distributors, and vendors serving both the Over-65 and Under-65 marketsThe origin story and intentional growth of Medicarians through strategic curationThe rising importance of data, technology, and AI in successful event planning-and how you can leverage AI to enhance your own business operations Insurance Innovation, brought to you by e123.

Oct 11, 2024 • 32min
How Washington National uses commissions as a strategic advantage
Episode 15 features Dave Stephan, Director of Field Sales at Washington National, who sat down to talk with Alan Edgin about the strategic importance of commissions. Washington National prides itself on providing detailed, accurate commission statements that drive agent trust, loyalty and growth.Listen to this episode to learn about:The importance of commissions and how to address legacy systems to keep your agents and FMO partners happyBuilding trust with your distributors through commission data transparencyThe importance of automated commission processing to reduce human errorWhat the future of commissions will look likeInsurance Innovation, brought to you by e123.

Jul 24, 2024 • 29min
An Industry Perspective on “Are Commissions Killing Your Organization”
Our latest Insurance Innovation episode features Steve Trattner, President of America's Healthcare Plan (AHCP), a large FMO with thousands of agents and agencies, to discuss the topic of “Are Commissions Killing Your Organization?” Steve shares his unique perspective on commissions from both the FMO and carrier side. This is the first in a series of episodes that focuses on commissions. Insurance Innovation, brought to you by e123.Insurance Innovation, brought to you by e123.

May 8, 2024 • 36min
Michael Hilf, an Industry Veteran’s Insights on Insurance Trends and Commission Management
Our latest podcast features Michael Hilf, the co-Founder and CEO of Healthcare Funding Partners. As a former agent and licensed investment banker, Michael has deep expertise in all aspects of the industry and has owned companies that sold over 2 million policies. This wide-ranging experience gives him a unique perspective on market trends.Insurance Innovation, brought to you by e123.

Mar 26, 2024 • 30min
Larry Sigle, ICMG’s Executive Director, shares his insights on in-person networking, innovation, and how connecting carrier and marketing execs fuels insurance distribution and agency growth
The Inter-Company Marketing Group (ICMG) Annual Conference is known in the insurance industry as the place “where deals get done.” Larry Sigle, ICMG’s Executive Director, sat down with e123 to share his insights on in-person networking, innovation, and how connecting carrier and marketing executives fuels insurance distribution and agency growth. Larry provides insight on:Expanding insurance distributionWhy in-person connections matterThe importance of innovation in insurance Insights for new agentsInsurance Innovation, brought to you by e123.

Dec 19, 2023 • 35min
Bryan Schmidt, carrier operations expert, discusses the importance of short term medical (STM) plans, and provides though provoking tips on insurance technology and data trends.
Bryan Schmidt, Director of Operations at Southern Guaranty Insurance Group (SGIC) discusses intriguing platform integration trends, how best to collaborate with partners to streamline legacy systems, and how to efficiently partner with marketing distribution partners, such as e123. As a newcomer to the insurance space, Bryan provides a fresh take on insurance. We invite you to listen and learn:What is driving an increase in STM plans and who are the best candidates for these products?How to efficiently adopt systems when replacing legacy platforms.Tips on collaborating with distribution channels.How AI is important in staying relevant with sales in the insurance sector.Insurance Innovation, brought to you by e123.

Nov 14, 2023 • 11min
Austin Siegel, COO of NEO Insurance, shares top downline requests, tips on selling Medicare Advantage plans and the necessary tools and data to increase sales.
Austin Siegel, COO of NEO Insurance, a nationally recognized agency and field marketing organization (FMO), sat down with Alan Edgin at the Medicarians 2023 Conference to discuss a variety of trends taking place in the insurance space.Spanning many topics, Austin enlightened Alan on:Top requests downlines have for FMOsTips in transitioning to Medicare Advantage and over 65 plansThe tools and data necessary to expand salesInsurance Innovation, brought to you by e123.

Oct 17, 2023 • 20min
Bob Hurley - Why ongoing testing of products, process and assets is important in helping you stay current in the marketplace
Bob Hurley, a Healthtech Advisor, and past Senior Executive with eHealth Inc., discusses the significance of testing products, processes and assets to help you stay current with market trends and consumer product reception. Bob sat down with Alan Edgin at Medicarians to discuss why ongoing testing is key to distributors staying current with new consumer trends, and dives into the specifics of what should be tested to maintain success:The importance of incremental testingMarketer testingProduct market testingAs Bob Said, “If you’re not testing.. You may lose touch with the market place and fall away from it.”Insurance Innovation, brought to you by e123.

Sep 19, 2023 • 18min
Prasanna Nathan - Aetna tech exec on the importance of digital transformation in insurance distribution
Prasanna Nathan, Digital Delivery and Innovation Leader at Aetna, discusses the importance of customer focus, digital transformation, and collaboration. Prasanna focuses on how FMOs need better reporting tools, but a one-size-fits-all solution doesn’t work, so FMOs and Carriers need to partner with technology firms to enable customized solutions. You’ll hear about:Reporting toolsDigital innovationAgent appetite for digital toolsThe importance of cross-sellingInsurance Innovation, brought to you by e123.

Aug 16, 2023 • 32min
Scott Lingle - the massive shift from STM to ACA - with more coming from ICHRA.
Scott Lingle, insurance innovation expert, discusses the massive shift from STM to ACA. He explores the impact of pending legal action, the rise of ICHRAs, and the challenges faced while working with insurance carriers. The podcast also highlights the future of carriers and the need for enhancements to ACA products.


