Enrollments in a COVID-19 Environment
Recorded via video conference under the Florida shelter-in-place order during the COVID 19 pandemic.
This episode will discuss the future of Open Enrollment in a COVID-19 environment. FBMC has brought in three experts in the enrollment field to talk more about how virtual enrollment will work, strategies to accomplish it, and the ways to protect employee privacy.
To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.
More About Our Guests:
Co-Founder at Accord Systems/Zevo/Safentri
David currently serves as Co-Founder and CEO of Accord Systems, LLC, a national provider of ACA Compliance reporting, filing and fulfillment, as well as CEO of Zevo Benefits, the parent company of the Zevo benefit administration platform and services. Also Co-Founder/Director of Advice2Pay, an institutional provider of insurance premium billing and reconciliation software. Executive Director of kuraMD, an occupational health-focused telehealth provider.
Previously, David was Co-Founder of Tricerion Group, a pioneer national provider of online enrollment & benefit administration services, having sold to USI/Goldman Sachs in July of 2011. From 1996-2003, David was served as the National Practice Consultant for voluntary benefits for Provident/Unum.
David has a personal career production of $100m+ of voluntary benefits sales.
Richard (Rae) Egleston
Area President at Arthur J. Gallagher & Co.
Rae has over 25 years of voluntary benefit experience including national roles with insurance carriers and consulting firms. Those roles have included leading Gallagher’s Voluntary Benefit Consulting & Worksite Communications’ branch and National Sales for Trustmark Voluntary Benefit Solutions. He has also contributed to various industry publications including Employee Benefit News, Employee Benefit Adviser, and other industry newsletters. RAE is an active member of multiple advisory groups including Concordia University and VBA.
RAE graduated with his BA from DePaul University and MBA from Concordia University. He also holds professional designations in computer systems (CCP) from DePaul and industry designations (CVBS) from the Voluntary Benefits Association and (VBS) from National Underwriter.