Insurtech Building Blocs

Mar 05 2025 11 ep. 28 mins 2
Insurtech Building Blocs Podcast artwork

A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.

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The M&A Playbook: Key Steps for a Successful Agency Sale with Brett Rosen

Mar 05 2025 38 mins  
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 organi

Reflections and Roadmaps: Elevating AgencyBloc's AMS+ and Beyond in 2025

Dec 31 2024 23 mins  
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 comm

Preparing for AEP: Strategies for Success with ConnectureDRX

Sep 24 2024 25 mins  
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 Tutaj from ConnectureDRX, who introduce their new product, PlanCompare Edge for Agents, designed to streamline the quoting and enrollment proces

Trends and Complexity in the Group Benefits Market with Marcie Strouse

Jul 15 2024 38 mins  
Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://capitol-benefits.com). This episode dives deep into the ever-changing group benefits market, offering valuable insights for businesses of all sizes. Key Discussion Points: Market Dynamics: Explore the impact of carrier consolidation and its implication

Insurance Industry Shifts with Cristin Hopkin-Bishop, COO at The Brokerage Inc.

May 23 2024 29 mins  
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 industry. The Brokerage Inc. is a family-owned national FMO (Field Marketing Organization), IMO (Independent Marketing Organization), and BGA

Recapping AgencyBloc's BlocBuilder 2024 Annual Conference

Apr 26 2024 11 mins  
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, educational sessions, and 1-on-1 meetings. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Plat

Recapping Medicarians 2024 & CMS Final Rulings

Apr 12 2024 20 mins  
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 across the entire insurance industry. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platfor

Explaining Proposed CMS Legislation with Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales

Mar 28 2024 35 mins  
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 Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships, and a team of marketing

A Conversation with Amanda Brewton

Feb 29 2024 60 mins  
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 specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She continues teaching numerous courses across the countr

Welcome to Insurtech Building Blocs

Jan 30 2024 25 mins  
In this episode, Tim Robinson and Cory Schmidt (co-founder and CTO at AgencyBloc) reflect on the past, present, and future of AgencyBloc before diving into the technology needs of leading health & benefits agencies, GAs, IMO/FMOs, carriers, and more. Insurtech Building Blocs is presented by AgencyBloc, the #1 Recommended Insurance Industry Growth Platform serving the benefits a