JULY 29, 2026
July in Review: Show Me the Math on the Back Office
The platforms that win will be the ones that can show the math all the way down to that person, not just to the buyer.
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A sharper read on what is changing.
My notes on benefits technology, guidance, distribution and the commercial decisions behind growth.
JULY 25, 2026
Educate, Decide, Use
The Educate / Decide / Use framework organizes the benefits guidance challenge into three constituent events. The three …
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JULY 13, 2026
How I Read a Noisy Market Without Getting Fooled By It
Every week I sit down and read through a pile of press releases, surveys, and vendor announcements and try to pull out t…
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JULY 01, 2026
June in Review: The Oral GLP-1 Wave, a Conflict-Free Data Play, and a Consolidation Reckoning
Every month I sit down to write this and try to sort what actually matters from what just made headlines. June was a qui…
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JUNE 19, 2026
Benefits Guidance: The Problem Nobody Is Talking About
An average of 85% of employees struggle to understand their benefits. The industry's response has been to deploy technol…
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JUNE 08, 2026
The Captain Doesn’t Rig Bait
I’ll be upfront: I’m not a fisherman. My boyfriend is. He fishes with a team that won the South Carolina Governor’s Cup …
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MAY 26, 2026
May in Review: Raising the Bar on Benefits Guidance, ICHRA Infrastructure, and Agentic AI
Something shifted in May. Not in the way that a single headline shifts things, but in the quieter, more durable way that…
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APRIL 23, 2026
April in Review: ROI, ICHRA and the Bot Problem
Now that April is wrapping up, I've been thinking less about the headlines and more about what I'm actually seeing on th…
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MARCH 30, 2026
March in Review: Q1's Wake-Up Call for the Benefits Industry
The first quarter of 2026 didn't just bring us a busy news cycle—it brought a reckoning. For the past few years, the ben…
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MARCH 13, 2026
The Rise of the Shadow Agent: Why Employers Can No Longer Ignore Benefits Guidance
For years, the debate in employee benefits has been simple: "Should we offer a decision support tool, or is the BenAdmin…
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MARCH 04, 2026
February in Review: Three Signals I’m Watching Closely
Now that February is in the books, I’ve had a chance to step back from the daily headlines and think about what really m…
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FEBRUARY 27, 2026
Beyond Pay-to-Play: The New Rules of Carrier and Ben Admin Partnerships
For years, the relationship between carriers and benefits administration (ben admin) platforms was governed by a simple,…
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JANUARY 27, 2026
January in Review: Three Signals Shaping the Future of Benefits
As we close the books on the first month of 2026, I’ve been reflecting on the flurry of news and data that’s already sha…
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DECEMBER 22, 2025
Three Questions Every Benefits Tech Leader Should Be Asking About 2026
As we head into 2026, I've been thinking a lot about the conversations I'm having with clients and partners across the b…
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MAY 30, 2025
What ChatGPT Taught Me About Myself (and My Work)
I asked ChatGPT a strange question recently: “Tell me something about myself I probably don’t know.”
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FEBRUARY 28, 2025
The Rise of ICHRA: How platforms are driving Individual Enrollment and Employer Adoption
The way employers offer health benefits is changing, and fast. At the center of this shift is the Individual Coverage He…
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FEBRUARY 19, 2025
The shift in voluntary benefits sales: Why quoting platforms are a game-changer
The way ancillary and voluntary benefits are quoted and sold is changing, and it’s happening fast. Gone are the days of …
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JANUARY 16, 2025
Reflections from my first month returning to consulting: Themes and Insights in Insurtech and Employee Benefits
It's been an exciting first month back in the world of consulting, specifically within the Insurtech and employee benefi…
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JANUARY 14, 2025
APIs in benefits: A broker’s path to a more efficient, connected future
In my 25+ years of experience in employee benefits and technology—spanning roles at both Benefitfocus, an enterprise ben…
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JANUARY 10, 2025
Embracing the future of employee benefits: A reflection post-COVID
Since COVID-19 reshaped the business landscape, I’ve had the opportunity to reflect on the profound changes in the emplo…
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JANUARY 07, 2025
Bridging the gap: How brokers, carriers, and tech platforms can accelerate API integration
The employee benefits landscape is undergoing a major transformation, with APIs (Application Programming Interfaces) at …
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JANUARY 03, 2025
Unlocking efficiency: Why benefits advisors need to embrace digital connectivity
With over 25 years of experience in the benefits and technology sectors, I’ve seen the employee benefits landscape evolv…
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