109: Beyond the Buzzword: The Real Role of AI in Employee Benefits | Recorded Live at HR Tech 2025

People Over Platform: The Ultimate Differentiator in Benefits

How do you build a successful, independent benefits company right out of a major corporation? It all boils down to people.

The president and CEO of a leading benefits management firm joins the show to share the journey of creating an independent entity. He explains how service excellence and employee loyalty were key to retaining clients, confirming that people are the ultimate differentiator in this crowded industry. The conversation then focuses on crafting a compelling benefits package. His core advice: master the “blue chip” basics—healthcare, retirement, and time off—before experimenting with niche offerings. Finally, the CEO weighs in on AI’s role in HR. He views it not as a replacement, but as a crucial complement to boost employee confidence, sharpen employer insights, and enhance broker recommendations.

6:50 – The “startup mentality” and mindset shift required when spinning out a benefits administration business from a major corporation.

10:15 – The importance of superior service and high employee retention (less than 5% voluntary turnover) as the secret to retaining all clients.

23:30 – Advice for employers: how to structure a winning benefits portfolio by getting the “blue chip” basics right before moving to more niche offerings.