How to Sell Benefit Changes Without Losing the Client with Lisa Gallagher

Podcast: Accelerate Your Insurance Sales Podcast · Andy Neary

Opublikowano: 2026-07-24

Many employee benefits advisors pitch innovative funding strategies, only to watch them fail during implementation. Why? Because they focus entirely on the brilliant solution instead of actually preparing the client for the change. My guest, Lisa Gallagher, Employee Benefits Large Group Practice Leader at Kapnick Insurance, joins me to share why the industry's best consultants don't just sell health plans, they master change management. Drawing from over 30 years of experience on both the employer and agency sides, we discuss why so many alternative funding models fall flat, how to introduce disruptive strategies without creating...