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LIVE from RISKWORLD 2022: Ashish Saboo, Tech Synergy

June 14, 2022 by John Ray

Tech Synergy
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Ashish Saboo, Tech Synergy
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Tech Synergy

LIVE from RISKWORLD 2022: Ashish Saboo, Tech Synergy

Tech Synergy provides transcription and knowledge processing services that support doctors performing claims evaluations and worker’s comp defense lawyers. Asish Saboo, Founder and CEO of Tech Synergy, described to host Jamie Gassmann all the services they provide, the labor and cost they can save their clients as well as streamline their work, who their ideal clients are, and more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast from the RIMS 2022 RISKWORLD Conference held at the Moscone Center in San Francisco, California.

Tech Synergy

Tech-Synergy is a leading provider of KPO services, including audio transcription and business support solutions to customers around the world.

Tech Synergy is known for transcription services, knowledge processing, call center solutions, and med-legal services helping you enhance your business productivity and effectiveness.

24/7 business support solution services from US, Philippines, and India.

Company website | LinkedIn | Facebook

Ashish Saboo, Founder and CEO, Tech Synergy

Ashish Saboo, Founder and CEO, Tech Synergy

Ashish Saboo is the Founder and CEO of Tech-Synergy, a leading provider of audio transcription, translation, medical record review, customer service, call center, and other back-office support services to customers around the world. Staffed with over 500 people and operating round the clock, they work as an extended office for clients enabling them to be nimble and cost-effective.

Ashish is President of TiE SoCal (www.socal.tie.org), a non-profit, global community of entrepreneurs from all over the world. They believe in the power of ideas to change the face of entrepreneurship and growing business through their five pillars: Mentoring, Networking, Education, Incubating, and Funding.

He is also Co-Founder of StartupSteroid, a deal flow management SaaS platform connecting Investors with startups.

Ashish also founded  YouJustRun, a company devoted to simplifying the process of organizing sporting events particularly marathon races, cycling, and swimming in India. Their end-to-end solutions for event organization from conceptualization to execution including online registration, RFID race timing, and real-time race tracking and results greatly simplify event organization tasks.

LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from Riskworld 2022 at the Moscone Center in San Francisco, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:22] Hi, everyone. Your host, Jamie Gassmann here, and I am coming to you from Riskworld 2022’s Expo Hall in R3 Continuum’s Booth. And with mem I have Ashish Saboo from Tech Synergy. Welcome to the show.

Ashish Saboo: [00:00:36] Jamie, thank you. It’s a pleasure to be here.

Jamie Gassmann: [00:00:38] So, talk to me, Ashish, tell me a little bit about what Tech Synergy does.

Ashish Saboo: [00:00:42] Thank you for that. So, Tech Synergy is basically a back office service provider. What that means is we provide all kinds of support services to med legal evaluation companies, workers comp evaluation companies, law offices, and medical providers. So, with our three offices back in Philippines and in India, we are able to offer a variety of customized service to these kinds of service providers, services like scheduling through our call centers, doing record review through qualified nurses, then also doing transcription of evaluations and medical transcription work for various evaluating doctors, as well as being a virtual secretary for a lot of workers comp evaluation lawyers.

Ashish Saboo: [00:01:31] So, they can carry around just a cellphone with our dictation app in there. They tab, press, start speaking their correspondence or any kind of case report, and then within a couple of hours, they have the report back, and it works 24/7. So, we are able to offer a lot of cost savings and efficiencies to these firms and taking out those unnecessary additional costs from the whole evaluation process.

Jamie Gassmann: [00:01:56] Interesting. And so, how does—like from a customer perspective, tell me a little bit about that experience. Like if they’ve got this claim that they have, can you walk me through like how would that process look?

Ashish Saboo: [00:02:08] So, we work on certain aspects of the claim, so our process generally starts when the applicant is assigned to, say, a Q&A panel or something. So, there are two aspects to it. One is the workers comp defense firm who is on that case and the other is the evaluation company. So, the evaluation company, if we are working with them, then we basically get hold of the cover letter, the face sheet of the applicant, and then we will call the applicant on their behalf and create a schedule for actual history call.

Ashish Saboo: [00:02:42] And on that date, then we actually call the applicant, talk to them, sometimes, for 30 minutes, sometimes, maybe for an hour, sometimes, in English, sometimes, in Spanish, and get down their history of injury, their claim, what happened with them? Are they working? Their social history, their ideal activity of daily living, and create a comprehensive history report, which the evaluating doctor can use on the date of evaluation, which makes the evaluation go much faster.

Ashish Saboo: [00:03:09] So, a doctor, which might take like an hour for evaluation, and now, they can do it in 30, 45 minutes, so that’s a huge time saving. With that also comes a lot of medical records, so we are able to take 1,000, 1,500 pages of those medical records, take out the duplicates, sort them chronologically, create a hyperlink index, so it, again, becomes very easy for the doctor to go ahead and evaluate. Once the doctor does the evaluation, they use our smartphone app on their iPhone or Android, dictate the whole report, and then we put everything together, put it in their billing, maybe it’s a DC bill, maybe it’s a custom software, and that way, the end-to-end process, we are able to handle much more efficiently for them.

Jamie Gassmann: [00:03:55] Yeah, it’s like you’re streamlining the green spots.

Ashish Saboo: [00:03:57] Yeah, we are streamlining and also saving a lot of cost, because with about 10 to $12 an hour, we are pretty cost effective, and by being able to work 24/7, so we might be shutting shop here at 4:00 or 5:00 in the evening, but then the work continues in our offshore centers, and by the time you come back in the morning, your work is already done and ready to go.

Jamie Gassmann: [00:04:20] Yeah, interesting. So, do you have a panel of doctors, or are you outsourcing that from somewhere else, or is it the client’s doctors?

Ashish Saboo: [00:04:26] It’s the client’s doctor, so we are not doing anything which is actually medical in nature in the sense of actually evaluating or prescribing to the patient. All we are doing is actually just talking to them, getting their current status, and putting it in a form where it becomes easier for the doctor to use.

Jamie Gassmann: [00:04:46] Yeah. So, you’re almost like organizing the claim upfront for the company so that it makes that process, it’s like you’re giving a package to the doctor to move that process a little bit.

Ashish Saboo: [00:04:56] That is correct. That is as succinctly put. And on the other hand, with the worker’s comp defense lawyers, we are then able to also do the same for them. So, when they have long cases and they are dictating on it instead of using their secretaries who are only working 8:00 to 5:00, again, and worker’s comp lawyers, we have seen they work almost 18 hours a day.

Ashish Saboo: [00:05:19] So, they are dictating at 11:00 at night and they got the dictation back in one or two hours, so they are surprised. So, they are working and we are working with them. They can just pick up, again, our app, start dictating, hey, this is on Case So-and-so, this is a letter to applicant attorney, it comes back, formatted on their letterhead, ready to go. So, again, they can get a lot more value added work done out of secretary instead of just typing.

Jamie Gassmann: [00:05:44] Yeah. So, who is like the ideal client for that, that you typically are working with?

Ashish Saboo: [00:05:51] So, our ideal clients are workers comp evaluation law firms, and we have a lot of them. I think a few firms are right here. I saw D’Andre Law. They are our client, for example. Then, a lot of workers comp evaluation companies would be our ideal client. And we have majority of firms in Southern California as our clients right now.

Jamie Gassmann: [00:06:13] Wonderful. Well, it has been so great to chat with you. So, if somebody wanted to get more information from you about how your services could benefit their processes, how would they get a hold of you?

Ashish Saboo: [00:06:23] Oh, very easy. They can go to our website tech-synergy.com. Tech-synergy.com. Just look us up and we’d be glad to help out.

Jamie Gassmann: [00:06:34] Wonderful. Again, thank you for being on the show. It’s been great chatting.

Ashish Saboo: [00:06:38] Thank you, Jamie. Have a good one.

Outro: [00:06:44] Thank you for joining us on workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: Ashish Saboo, claims evaluation, Data Management, data transcription, Jamie Gassmann, KPO, medical transcription, R3 Continuum, RIMS, RISKWORLD 2022, Tech Synergy, worker's comp defense lawyers, Workplace MVP

LIVE from RISKWORLD 2022: Daniel Cunningham, Leonardo247

June 14, 2022 by John Ray

Leonardo 247
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Daniel Cunningham, Leonardo247
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Leonardo 247

LIVE from RISKWORLD 2022: Daniel Cunningham, Leonardo247

Daniel Cunningham, CEO of Leonard0 247, stopped by the R3 Continuum booth at RISKWORLD 2022. He and Jamie talked about Leonardo 247, which systemizes multi-family property operations. They have developed a new feature of the software that will help property owners track and mitigate property damage and reduce risk. He talked about this new feature, their company’s first experience at RISKWORLD, and more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast from the RIMS 2022 RISKWORLD Conference held at the Moscone Center in San Francisco, California.

Leonardo247

Property operations and maintenance is hard work. Leonardo247 helps owners and operators by providing a unified platform that streamlines maintenance and operations workflows, automates time-consuming tasks, and helps people get more done more easily and accurately.

Enabled by a patented machine learning algorithm, Leonardo247 has invented a way to source and catalog federal, state, and city municipal codes that govern real estate operations. The system will identify when action is required and then monitor the codes for changes so your properties stay compliant and avoid costly violations.

Bring your best practices to life through Leonardo247’s task, workflow, and process automation tools.

By delivering daily guidance that is customized to each property’s unique profile (location, equipment, amenities, etc.), your teams will outperform whether they are seasoned pros or brand-new to your organization.

Since launching the first platform in 2014, Leonardo247 has grown to become one of the most innovative tech companies in real estate operations.

Their account management teams have real-world experience in property operations allowing Leonardo247 to build solid relationships with their customers through a true understanding of their pain points. These practical insights allow them to craft solutions that address each customer’s specific needs.

They are a true operating partner first and a technology company second.

Company website | Facebook | Twitter

Daniel Cunningham, Founder & CEO, Leonardo247

Daniel Cunningham, Founder & CEO, Leonardo 247

Daniel Cunningham is a technologist, author, and recognized thought-leader in the commercial real estate management industry. Prior to launching Leonardo247 in 2014, Cunningham co-founded prefabricated homebuilder LivingHomes and also served as Director of Asset Management for AIMCO, one of the largest publicly traded residential REITs in the United States. Cunningham ran his own property management company for 10 years and out of that experience authored the book “365 Days of Property Management.”

A Civil Engineer by education, Cunningham has always been focused on process efficiency through innovation. The founding of Leonardo247 is the result of marrying that desire with his deep expertise in property management and his corresponding understanding of the difficulties in achieving consistent and comprehensive execution in property operations.

LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from Riskworld 2022 at the Moscone Center in San Francisco, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:23] Hi, everyone. Your host, Jamie Gassmann here, and I am broadcasting from the Riskworld 2022 Expo Hall in R3 Continuum’s booth. And with me is Daniel Cunningham from Leonardo247. Welcome to the show.

Daniel Cunningham: [00:00:39] Hi. Thank you. Good to be here.

Jamie Gassmann: [00:00:40] Great. I’m so happy to have you here. And I know you are an exhibitor, but I want to hear a little bit about what does Leonardo247 do.

Daniel Cunningham: [00:00:47] Yeah, this is our first time at the show. We’ve not been a insurance-forward company in the past. That’s changing in some respects. But Leonardo247 is a property and operations software that’s largely focused in the multifamily industry. So, we were founded in 2011 and we now have about 2 million units, multifamily units, apartment units that are on the platform, which represents about 5,000 properties, somewhere around 40,000 buildings across the country. And what people use Leonardo247 for is we automate all of the tasks, and inspections, and workflows, and just the day-to-day responsibilities of operating apartment buildings.

Daniel Cunningham: [00:01:40] And those are typically expressed in these binders or maybe processes that are stored online in SharePoint someplace, and people are expected to to to remember all of these things, they’re expected to know it all, remember it all, execute, and it’s very difficult in the chaos of operating apartment buildings to stay on top of all these things. So, my experience prior to this that I’d been director of asset management for Aimco, which was the largest multifamily REIT in the country at the time. And we were finding that these policies and procedures that we had established were not being followed in the field. People couldn’t remember it all, people couldn’t know it all.

Daniel Cunningham: [00:02:17] And there was so much turnover in that business that even if you had somebody who really like was on board with doing everything they’d been taught could remember, like in 18 months, they were generally gone, and you were on to somebody new. So, we shift the burden of all of those policies and procedures, the execution of that, Leonardo becomes the expert in all of those policies and procedures. We have our own library of risk management best practices, for example, that if the client doesn’t have their own, they can use what we bring to the table or they can combine it, both.

Daniel Cunningham: [00:02:53] And then, Leonardo gives guidance every day to these individual properties based on a property’s unique amenity, equipment, geographic profile. Leonardo says, okay, we know you have a pool, we know you’re in the northeast, therefore since it’s November, we’re going to give you the instructions on how to kind of winterize the pool and that sort of thing. And we deliver whatever form or inspection they need to be successful, or instructions or video they want to watch, whatever it might be. We empower the folks on site to execute, so they don’t have to worry about whether or not they know it all, or understand, or even know what the priorities are. That all comes out of Leo.

Daniel Cunningham: [00:03:33] Now, you just ask them to execute and we give real-time visibility to the owners and the operators—the owners and maybe executives in those operations companies as to what’s actually happening on site. Are they in compliance with your expectations of running that property? So, that’s really been the core business. The question is, what does that have to do with insurance? Why are we here?

Daniel Cunningham: [00:03:58] What we discovered is since we sit in this unique role of being able to observe the actions that our clients are taking on a daily basis, are they doing the preventative maintenance that they claim they were supposed to be doing? Are they performing the inspections that are part of their risk management policies and procedures? We have a chance to see that.

Daniel Cunningham: [00:04:23] We then sit in a unique point of view where we’re able to assess the relative risk of any given operator based on their behavior, which prior to this, insurers were really relying on people to sort of attest, I have these policies and procedures, I have this preventive maintenance program, and I follow it, and yet then you have a loss, and you go on site, and you find out they’ve not been following any of that.

Jamie Gassmann: [00:04:55] Yeah.

Daniel Cunningham: [00:04:55] Yeah. There’s no way to see. The industry had no way to tell the difference between people that were lucky and people that were merely making a concerted effort to mitigate the risk to reduce their exposure to loss. And the bad actors were only exposed after a loss. Well, we are a leading indicator of good behavior and bad actors, so that we can help the carriers understand who’s a better risk than others based on their actual behavior.

Daniel Cunningham: [00:05:26] And so, we’re debuting something called the Leonardo Risk Indicator score, the LRI, which is a score based on that behavior that helps carriers discern good risk from bad risk, but also, for our clients, gives them some suggestions as to what they can do to reduce their risk and to improve their LRI score. Do they have water intrusion devices installed? That would improve their risk score. Are they doing like lighting inspections? Have they missed fire inspections or fire extinguisher inspections? These sorts of things, we can give them that feedback, and say, hey, if you do these things, or you do these things better, or you do these additional things, you will reduce your exposure to loss, and that’s our goal now.

Jamie Gassmann: [00:06:13] Interesting. So, are you using the data from those that are using the platform and managing those day-to-day tasks or monthly tasks to inform those scores?

Daniel Cunningham: [00:06:23] Yeah. I mean, they may not be as diligent in Leo as we would like them to be, so what we’ve done is we’ve looked at all the areas that impact losses, preventable losses generally. There’s not much we can do about hurricanes and flood, right? There’s not much we can do about that. We can impact what you do after an event like that to mitigate loss. We can push out, for example, water remediation processes and workflows if you’ve got a flood, that sort of thing.

Daniel Cunningham: [00:06:56] But when it comes to preventable losses, we looked at those things that are most impacting the claims history for multifamily owners, and we said, okay, what can we do in Leo to help mitigate that risk? What kinds of inspections can we perform? What devices can you install, and this sort of thing? So, since that’s new, we haven’t had that point of view before, like that these were the things that are important, so not everybody has been doing that over time. But now, what we’re introducing is, hey, here’s a new series of things that you should be paying attention to, and if you do these, we will help you understand your positional, like relational risk to the benchmark if you do this all in a systematic way within Leo.

Jamie Gassmann: [00:07:45] Interesting. And so, from like a property management perspective, you’re able to give them some tangible information about how they’re preventing harm to their property, basically.

Daniel Cunningham: [00:07:59] Yeah. And so, for property managers, like the actual people operating the property, like we’re reducing their losses so that there’s a cost to losses that that’s beyond just the cost of the claim. I mean, processing the claims and all that has a cost to it as well. So, while the owners feel the benefit of reduce losses in the form of spending less money on deductibles and maybe their insurance rates not going up, the operators who maybe don’t bear that responsibility still benefit from not having to process as many claims, and there’s reputational risk that happens here, and that sort of thing. So, everyone really benefits from being able to more or less quantify where they stand in terms of their relative risk and what they can do to make it better.

Jamie Gassmann: [00:08:50] Yeah. And so, this is your first time here at RIMS, so talk to me about what you’re hoping connections that you’ll make. Is it with insurance carriers? Is it with brokers? Who are you really looking to have conversations with that you’re excited to meet here at the show?

Daniel Cunningham: [00:09:05] Yeah, it was a bit of a mystery for us. Exactly not who would be there, because we have the list, but who would be intrigued by what it is that we’re doing. What we think will resonate with folks and it seems to be playing out so far is, so for the broker community, we want them to know about what we’re doing, because if they represent habitational like property and casualty clients, we want them to think about Leonardo and recommend Leonardo247 for their clients. We’ve had a number of over the years meetings with brokers, who said, look, we wish every one of our clients were using this, because it would reduce their losses and help them negotiate better rates.

Daniel Cunningham: [00:09:56] So, we’re hoping to increase our exposure with brokers. We want the carriers to know about the LRI, because we want them to—because with any luck, they’re going to start seeing LRI scores come across their desk as brokers go out and remarket our clients for insurance, and we want them to be aware of what that is, where that comes from, who we are, how that’s derived, so we can start at least that conversation at the carrier level with what we hope, someday, results in the LRI being a standard data point for evaluating the relative risk of somebody who’s applying for insurance.

Jamie Gassmann: [00:10:33] Yeah, that’s very cool. Very interesting. And I got to imagine that your platform, if you’re thinking of that turnover perspective, it’s keeping that log of activity. so it should be a good training tool for these property management companies to be able to have somebody come in where somebody left off. Is that kind of part of the design of that, and helping them kind of be aware of where somebody was at or not at?

Daniel Cunningham: [00:10:58] Yeah, we say something similar all the time. We say, look, when you have a change of staff, just one person just hands the baton off to the next person. They don’t have to know. Leonardo knows the last thing that they did, what’s up next? Leonardo can help you understand what the process is so that you can get new staff members up to speed faster than ever, help them become productive faster than you ever have before, because it’s all laid out for them.

Daniel Cunningham: [00:11:30] Hopefully, through Leo, you’re giving them everything they need to be successful, the process, the form, like I said, the video that they might need to watch, and they can just take the ball and run with it. And so, especially right now with the great resignation, has really hit multifamily in a way that I think is probably worse than other industries. Maybe not hospitality and restaurant, but certainly, in a very significant way. It’s very difficult right now to find people who want to be in this business. So, we have to find ways to make people more productive. We have to find ways when you bring people on board that they can get up to speed more quickly, and that’s the role that we fill, for sure.

Jamie Gassmann: [00:12:13] Yeah. Wonderful. Well, I hope that you’re getting the results from conversations. I know it’s been busy throughout the day in the RIMS Expo Hall, so hopefully, your conversations have been going well and you’ll get some great contacts to be able to share your wonderful platform with.

Daniel Cunningham: [00:12:28] There’s been lots of serendipity here for us already, so it’s good.

Jamie Gassmann: [00:12:31] Wonderful. That’s great. So, if somebody wanted to get a hold of you and learn a little bit more from you about Leonardo247 or your new insurance, kind of the measurement tool, how would they be able to do that?

Daniel Cunningham: [00:12:42] So, our website is leonardo247.com. Leonardo247.com. So, there’s plenty of like Contact Us information there if you’re interested. And yeah, the LRI will be sort of publicly debuted I think by the end of June, so there’ll be more information on the website starting then.

Jamie Gassmann: [00:13:06] Wonderful. Well, best of luck in that and thank you again so much for joining us. It’s been a pleasure talking with you.

Daniel Cunningham: [00:13:11] Yeah, nice wandering by, and seeing you here, and having the opportunity to appear. Thank you.

Jamie Gassmann: [00:13:15] Yeah. We always like great conversations to learn a little bit more about what’s out there in the risk field, so great.

Daniel Cunningham: [00:13:20] Thank you.

Jamie Gassmann: [00:13:21] Yeah.

Outro: [00:13:26] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

Tagged With: Daniel Cunningham, Leonardo247, Multi family housing, operational efficiency, property claims, property maintenance, property management, property operations, Risk Management

LIVE from RISKWORLD 2022: Michael Zalle, YellowBird

June 13, 2022 by John Ray

YellowBIrd
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Michael Zalle, YellowBird
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YellowBIrd

LIVE from RISKWORLD 2022: Michael Zalle, YellowBird

YellowBird fills a unique role in connecting companies with pros in risk & environmental, health, and safety. Founder and CEO Michael Zalle joined the show to discuss how it works, his thoughts on the valuable expertise of professionals, his experience at RISKWORLD 2022, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast from the RIMS 2022 RISKWORLD Conference held at the Moscone Center in San Francisco, California.

YellowBird

Get matched with the best Risk & Environmental, Health, and Safety Pros on-demand! YellowBird connects Companies with Professionals in hours, not days or weeks.

Companies & Professionals register on YellowBird, Pros list their skills, certifications and experience, then complete The 4-step onboarding process. Companies post jobs on-demand! YellowBird handles everything else, including accounting and insurance.YellowBird matches the right Pro to the Job, then manages the process to completion.

Company website | LinkedIn | Facebook

Michael Zalle, Founder and CEO, YellowBird

Michael Zalle, Founder and CEO, YellowBird

Michael Zalle is the Founder and CEO of YellowBird. He is responsible for creating, building, and launching new concepts and companies, resulting in multiple successful exits over a 25-year tech career. He has built a career through a unique balance of commercializing novel business models, operationalizing innovative technologies and platforms, rapidly scaling operations, and building market-shaping ecosystems. Michael’s companies and purpose are ever focused on serving others. Whether it be satellite systems for First Responders, environmental products for flood and spill response, or time and economic support for difference-making organizations, Michael believes in “doing well while doing good.”

Michael’s college journey began at San Francisco State University and completed at Pepperdine University Graziadio Business School while working full-time and traveling at age 19. As a lifelong member and mentor for the Amputee Coalition of America, he enjoys the time he’s able to invest in mentoring kids with physical challenges.

Married 20 years with two children, Michael spends most of his free time at lacrosse or soccer games chasing balls, applying band-aids, and handing out snacks. He enjoys traveling and engages in a variety of sports including golf and tennis; he ranks himself an incredibly average golfer and perhaps even worse tennis player.

LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from Riskworld 2022 at the Moscone Center in San Francisco, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:23] Hey, everyone. Jamie Gassmann, your host of workplace MVP, here again at Riskworld 2022 with my guest, Michael Zalle.

Michael Zalle: [00:00:32] Hello. Good morning.

Jamie Gassmann: [00:00:33] Yes. And I’m going to rhyme with your name, my new pal.

Michael Zalle: [00:00:38] Good trick. Good trick.

Jamie Gassmann: [00:00:40] Yeah. You actually told me that’s what it rhymed with so I had to leverage that in the interview. So, you are with YellowBird.

Michael Zalle: [00:00:46] I am.

Jamie Gassmann: [00:00:47] So, tell me a little bit about what YellowBird is, your role at YellowBird, and just kind of give us a background on you.

Michael Zalle: [00:00:53] All right. Wow. I’m the founder. So, I started the company about three years ago. We are an on-demand people business and we focus on matching professionals in environmental, health, safety, and risk. And so, what that means is we have a platform for loss control and safety organizations to bring in the right people with the right skills on demand, and we do all the work, essentially.

Jamie Gassmann: [00:01:22] Interesting. So, give me a little kind of like scenario of how your platform would work.

Michael Zalle: [00:01:29] Okay. I was actually just talking to a group over here who’s a consultant firm. And so, everybody goes, “Oh, you’re competing with the consulting firms.” We’re really not. So if you have a big consulting practice or you have a large organization and you’re running your own loss control practices and you have 30 sites you need to do an environmental assessment on, and 25 of those sites are perfect for your staff and five of those sites you don’t know what the heck you’re going to do, so you say, okay, who do we know in these five states? And the answer is, well, we probably have people who could fly around and get there. And so, this went from a profitable deal to an unprofitable deal in those locations.

Michael Zalle: [00:02:10] We can help basically facilitate that type of work. Or in the case of loss control, like in an insurance organization, they’re constantly doing assessments. And so, we can help them bring the loss control process down to mid-market where realistically they go deeper dive when you get upmarket because they can afford to do it so they can send people out rather than just doing self-assessments.

Jamie Gassmann: [00:02:37] Yeah. So like for those in a sense, it’s almost like you’re tapping into the pool of people you have within your platform and finding an expert in that location that can help support that need, correct?

Michael Zalle: [00:02:48] Yeah. Absolutely.

Jamie Gassmann: [00:02:49] Awesome.

Michael Zalle: [00:02:50] And, what we try to do is we go well beyond their certs. So for us, the certifications are important but the background and experience and history. So I’ll give you an example. You have a client that’s at a chemical organization and they need somebody to come in and do a chemical assessment. And you have somebody on the platform that was 30 years at DuPont who’s retired who says, “I want to stay in the game.” Well, I can send that person out and they would be able to, assuming legally they’re allowed and all the other things. But assuming that they’re allowed and they’re not under a non-circumvention or non-compete or anything like that, they could go out and they could do the assessment. So, you could get somebody with 30 years of DuPont experience going to a regional chemical place where otherwise they wouldn’t have access to that world of knowledge.

Jamie Gassmann: [00:03:37] Interesting. So, you’re here at RIMS.

Michael Zalle: [00:03:42] Yes.

Jamie Gassmann: [00:03:42] Are you an exhibitor this year or are you just kind of moseying around and kind of looking at it for future? You know what – yeah.

Michael Zalle: [00:03:47] So, well, we’re throwing a big party, so I’m excited about that.

Jamie Gassmann: [00:03:52] Yeah.

Michael Zalle: [00:03:52] I am not an exhibitor this year and we chose not to be for a couple of reasons. One, we’re a small organization. We have 27 people now on staff. We’re raising venture capital a couple of years back and we are growing rapidly, but we can’t do as many shows as I want to do. So, I always try to walk through and see, you know, what’s it all about. This is a great show. This is a great event. So, we will be exhibiting in the future. I was hopeful that I was going to be speaking this year and I was not selected to speak this year because it was just such a tight sketch.

Jamie Gassmann: [00:04:26] Absolutely. Yeah.

Michael Zalle: [00:04:27] But hopefully, I will speak next year because I’m somewhat of a subject matter expert on the changing nature of work in general, which is a big hot button in today’s world.

Jamie Gassmann: [00:04:37] Yeah.

Michael Zalle: [00:04:38] So that’s my hope. But, yeah, I’m just exhibiting and eating and drinking and being Michael.

Michael Zalle: [00:04:44] Social. Yeah. I was going to ask if you had been presenting, what would your topic be that you would present on?

Michael Zalle: [00:04:51] The complexities of running a consulting practice. Because I think most people, most professionals have this mindset of when I stop working, I want to consult and they should. That is a natural inclination. And, I’ve got all this work. There’s an old quote, and I don’t know where it comes from and I should know because I use it a fair amount, that when an elder dies it’s like burning a library. And I look at it like when a knowledge holder retires, it’s like burning a library, where there’s only so many times that you can go back to these people and there’s only so much information that you would’ve been able to glean from them. And so, you will either consult and be one-client consultation or you will start your own consulting practice and then you have to hustle. And most knowledge workers are not hustlers. They’re, you know, they haven’t had to be.

Michael Zalle: [00:05:44] And so, the most the biggest challenges with starting your own consulting practice are obviously getting the insurance and getting the business set up. And then, of course, it’s billing and receiving and then it’s customer service, all the things that as a risk and safety executive you don’t want to do.

Jamie Gassmann: [00:06:02] Oh, absolutely. Yeah.

Michael Zalle: [00:06:03] It’s the worst part of anybody’s business, but we do it for them. And so, I wouldn’t really focus it on YellowBird per se. But really, the inclination and the wishes of becoming a consultant combined with the, is it really worth my effort?

Jamie Gassmann: [00:06:19] Yeah.

Michael Zalle: [00:06:19] And so, we try to make it worth their effort to keep them in the game.

Jamie Gassmann: [00:06:22] Yeah, I love that. It’s almost like it’s okay to ask for help, right?

Michael Zalle: [00:06:26] Totally.

Jamie Gassmann: [00:06:26] And sometimes, you know, when you’re an expert, you don’t think about that. But it is, you know, as a leader, I’ve heard more and more about that. It’s okay to ask for that help. So, that’s fantastic.

Michael Zalle: [00:06:36] Oh, absolutely. Well, thank you.

Jamie Gassmann: [00:06:38] If our listeners wanted to get a hold of you, how would they go about doing that?

Michael Zalle: [00:06:41] So, our website is goyellowbird.com. Just like it sounds, G-O, yellowbird.com. We’re on all the socials, @goyellowbird. And if you are in San Francisco, you can come to one of our parties because we’re having a party on Tuesday night. So, hopefully, actually, this is not going to be heard before then, so. Too bad you missed our party on Tuesday night. It was fantastic.

Jamie Gassmann: [00:07:05] Yeah. You just showed off your ping pong skills, I hear.

Michael Zalle: [00:07:08] Yes. We’re going to a ping pong bar.

Jamie Gassmann: [00:07:11] I love that idea. Yes. Well, it has been an absolute pleasure.

Michael Zalle: [00:07:15] Thank you.

Jamie Gassmann: [00:07:15] And, it was so great to meet you and talk with you on our episode here. So, thank you for joining me.

Michael Zalle: [00:07:19] My pleasure. I’m glad you’re here.

Outro: [00:07:26] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: Jamie Gassmann, Michael Zalle, R3 Continuum, RIMS, Risk and Safety Executive, RISKWORLD 2022, Workplace MVP, YellowBird

LIVE from WORKBENCHcon 2022: Michael Spencer, Spencer Woodworks

June 13, 2022 by John Ray

Spencer Woodworks
North Fulton Studio
LIVE from WORKBENCHcon 2022: Michael Spencer, Spencer Woodworks
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Spencer Woodworks

LIVE from WORKBENCHcon 2022: Michael Spencer, Spencer Woodworks (Organization Conversation, Episode 26)

Michael Spencer, the owner of Spencer Woodworks, joined Stephanie of Uncommon Outpost and Wall Control for a conversation live from WORKBENCHcon 2022. Michael described transitioning from his military career into woodworking. He talked about what kinds of custom pieces he creates, the advantages of being able to work at home with his family, how they built his shop in one day, and much more.

Organization Conversation is produced by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Michael Spencer, Owner, Spencer Woodworks

Michael Spencer, Owner, Spencer Woodworks

Spencer Woodworks is a custom woodworking business that creates original cabinetry, built-ins, one-of-a-kind furniture, and live-edge/slab furniture.

They enjoy working with clients from the beginning to the end of a project to design, build and finish custom pieces that suit their spaces and lives perfectly.

Michael uses 3D modeling to make sure that each piece is exactly what the client wants and needs in their specific space. He enjoys the personal stories associated with each project and the relationships built in the process.

After a twenty-year military career as a UH-60 Blackhawk pilot, Michael is accustomed to a high level of attention to detail in his work. He enjoys the conceptualizing and problem-solving that comes with design and the process and craftsmanship that goes into building quality furniture and cabinetry.

Woodworking began as a hobby for Michael during an especially stressful period in his Army career. He appreciated the way that woodworking captivated his brain in a challenging but peaceful way. He found satisfaction in this activity that simultaneously engaged his mind, hands, and heart.

Connect with Michael: Website | Instagram | YouTube

About Organization Conversation

Organization Conversation features interviews with movers and shakers in storage and organization, from professional organizers to the creative and talented Brand Ambassadors who use Wall Control products every day. You’ll hear tips, tricks, and how-tos for storage and organization, as well as receive first access to Wall Control promotions. We talk with our suppliers and partners to give you a look behind the scenes at how we operate, what makes our family-owned and operated brand tick, and some of the fun and interesting insights that go into making our business run. We love our guests, as they are engaging and entertaining with interesting experiences to share. By focusing on those guests and the amazing stories they tell, we hope you will be enriched and find your time listening to the Organization Conversation podcast as time well spent.

Organization Conversation is hosted by Richard Grove and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and others.

About Richard Grove

Richard Grove, Host, Organization Conversation

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

Connect with Richard:

Instagram | Twitter | LinkedIn

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Tagged With: built-ins, custom cabinetry, live-edge furniture, military career, Organization Conversation, Richard Grove, Spencer Woodworks, Stephanie from Uncommon Outpost, Uncommon Outpost, Wall Control, WORKBENCHcon 2022

Dr. Courthney Russell, Jr., A2H2

June 13, 2022 by John Ray

A2H2
North Fulton Business Radio
Dr. Courthney Russell, Jr., A2H2
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A2H2

Dr. Courthney Russell, Jr., A2H2 (North Fulton Business Radio, Episode 465)

Dr. Courthney Russell of A2H2 joined host John Ray on this edition of North Fulton Business Radio to discuss his organization’s work on behalf of the health needs of underserved communities.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

A2H2

The mission of A2H2 is to provide quality healthcare and wellness services to the marginalized, indigent, and those experiencing poverty.

Today medicine and healthcare are revenue-based. A2H2 holds the fundamental belief that saving lives should be a priority. The medical attention and wellness services given to the indigent should mirror the care received by the affluent. A2H2 believes wholeheartedly that without quality consistent healthcare, poverty will forever be perpetuated. Finances should never be an obstacle for someone without the means to pay.

This organization will be the catalyst for changing healthcare by increasing access to quality healthcare through consistency and raising awareness.

Company Website | Facebook | Instagram

Dr. Courthney Russell, Jr., Founder, A2H2

Courthney Russell, Founder, A2H2

Born in Fort Knox, KY, and raised in East Atlanta, Dr. Courthney Russel Jr. was the first in his family to go to med school with little assistance. Due to this, he went through school homeless and interacted with the homeless community in Atlanta.

His first-hand experience motivated him to make it his mission to serve the forgotten members of our society by providing free health services to the Atlanta community.

LinkedIn

 

Questions and Topics in this Interview:

  • How did going through medical school while homeless affect you?
  • What is the mission of A2H2?
  • How has your life experience affected how you run A2H2?
  • What has been the most rewarding experience you have had with A2H2?
  • The importance of visibility for patients to receive proper care.
  • What inspired you to turn your back on becoming a surgeon to create A2H2?
  • What do you think stops traditional healthcare from effectively reaching those in need?
  • How do you see the future of healthcare changing?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, A2H2, Courthney Russell, Health care, Homelessness, North Fulton Business Radio, poverty, renasant bank

LIVE from RISKWORLD 2022: Theresa Everett, QBE North America

June 13, 2022 by John Ray

QBE North America
Minneapolis St. Paul Studio
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LIVE from RISKWORLD 2022: Theresa Everett, QBE North America

Theresa Everett, AVP of Strategic Client Management for QBE North America, shared some points from her presentation at RISKWORLD 2022, “The Five Best Practices on How to Conduct a Claim Review.” She and host Jamie Gassmann talked about some of those practices, the value of taking a macro perspective to better serve the needs of their clients, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast from the RIMS 2022 RISKWORLD Conference held at the Moscone Center in San Francisco, California.

Theresa Everett, AVP, Strategic Client Management, QBE North America

Theresa Everett, AVP, Strategic Client Management, QBE North America
QBE North America is a global insurance leader focused on helping customers solve unique risks, so they can focus on what matters most. Part of QBE Insurance Group Limited, QBE North America reported Gross Written Premiums in 2020 of $4.775 billion. We are rated A+ by Standard & Poor’s and A (Excellent) by A.M. Best.
As an AVP of Strategic Client Management with QBE N.A., Theresa Everett is the one point of contact for all QBE customers, coordinating all the relationships, services, and solutions that their customers have access to.
She also specializes in pre and post-loss injury management consultation which is customized for each customer.  Theresa focuses on the various components of their overall Safety and Workers’ Compensation injury and medical management programs, including but not limited to: human resource and employment practice challenges and the overlap with workers’ compensation and other leave of absence programs, formalized transitional duty programs design and all pre-loss program development and management.

Company website | Theresa Everett LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from Riskworld 2022 at the Moscone Center in San Francisco, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:21] Hi, everyone. Jamie Gassmann here again, your host for Workplace MVP, live at the RIMS Riskworld 2022. And with me is Theresa Everett. Theresa, give us a little background about who you are, where you work, what you do.

Theresa Everett: [00:00:38] Sure. Thank you. Thank you for having me. My name is Theresa Everett. I am with QBE Corporation here in North America and I am a claim relationship manager, and I manage coming from the claims background but I also manage national and multinational insurance programs.

Jamie Gassmann: [00:00:59] And, you are presenting at this year’s conference. Talk to me about the title and what your presentation is about.

Theresa Everett: [00:01:05] Sure. Yes, I am presenting and I’m very excited for that. And I am presenting the five best practices on how to conduct a claim review.

Jamie Gassmann: [00:01:16] So, tell me a little bit about – I know you want to probably save all the juicy stuff for the presentation, but what kind of things are you sharing with the audience?

Theresa Everett: [00:01:25] Sure. Well, the presentation really focuses on how best to take advantage of your claims data and then what is it that you look at in order to pick those claims. So, you know, it’s starting with the understanding of our customer and then, you know, what their pain points are, how much risk are they willing to retain. And just understanding that and just not picking claims just for the sake of doing a claims review, but really picking those claims strategically so that you can have an impact on their total cost of risk.

Jamie Gassmann: [00:02:06] So looking at your audience, what are you hoping that they take away from that presentation? What are like – if you could pick, like, the top three things that you want that audience to be left with after sitting through the presentation, what would you like that to be?

Theresa Everett: [00:02:23] I think that having a claim review, just for having the sake of a claim review, so many people are just used to doing that in our industry. Okay, let’s just have a claim review. What I really want them to walk away with is to really think strategically on the claims that they are picking for that review, how is that going to impact, you know, the account.

Jamie Gassmann: [00:02:50] Yeah.

Theresa Everett: [00:02:51] So that’s really, you know, just for the sake of, okay, we need to do a claims review. So from the portion from the carrier perspective, just don’t, you know, go picking claim. Okay, we need to do this. Really be a lot more strategic with it.

Jamie Gassmann: [00:03:09] So would they be putting like a criteria together then? Is that kind of something that would be an approach that they could take and identifying like –

Theresa Everett: [00:03:16] Yes.

Jamie Gassmann: [00:03:16] Appropriate claim.

Theresa Everett: [00:03:17] Yeah. Yes, absolutely. And, the biggest thing really is to understand your customer, what industry they’re in, you know, how they do their business, you know, what are the things, how much risk have they retained or have they transferred that risk. You know, what do they want to do? Is it just normal business or are they trying to change their program? So, those are the things that really we need to understand before we pick that group of claims to be able to effectuate any change in their program.

Jamie Gassmann: [00:03:52] Yeah. And when we talk about claims management and choosing claims review, what types of claims are you kind of focusing your presentation on?

Theresa Everett: [00:04:00] Well, really it depends on the industry. So you need to know what industry when you’re ready to pick your claim review and you have your client and you’re insured. Okay. If they’re in the food and beverage industry, you pretty much know the types of claims that they’re going to have. And, you know, from a pre-lost perspective, a safety perspective, you can take all of that data, look at it, and then look at the efficacy of how their programs are working behind the scene. So, I mean, people don’t take advantage. They look at things from a micro perspective as opposed to a total macro perspective when they’re looking at a set of claims.

Jamie Gassmann: [00:04:41] Yeah. So, really, from your presentation, they can take those pointers, those five best practices and look at across industries and apply them.

Theresa Everett: [00:04:50] Yes.

Jamie Gassmann: [00:04:50] And, really, it sounds to me like what you’re getting, you know, trying to send the message to the audiences. You’ve got to look at all the industries. They’re all going to be a little different.

Theresa Everett: [00:05:00] Correct. Each one is unique.

Jamie Gassmann: [00:05:01] Yeah, absolutely. But you can use the same standard principles across all of them.

Theresa Everett: [00:05:05] Yes. Absolutely.

Jamie Gassmann: [00:05:05] Fascinating.

Theresa Everett: [00:05:06] Yes.

Jamie Gassmann: [00:05:06] Oh, well, it sounds very exciting. I’m sure the audience is going to really enjoy those tips.

Theresa Everett: [00:05:10] Yes.

Jamie Gassmann: [00:05:11] And we so appreciate you being here on our episode here at Riskworld. If our guests or our audience, goodness gracious, a little tongue-tied this morning. If our audience wanted to learn more from you about that or to talk to you, how would they get ahold of you?

Theresa Everett: [00:05:29] So, they can contact me via email. And my email address is Theresa, that’s T-H-E-R-E-S-A, dot Everett, E, V as in victor, E-R-E-T-T, @us.qbe.com.

Jamie Gassmann: [00:05:45] Wonderful. Well, thank you again so much for being on the episode with us here, Theresa.

Theresa Everett: [00:05:50] Thank you for having me.

Jamie Gassmann: [00:05:50] Good luck in your presentation.

Theresa Everett: [00:05:52] Thank you very much.

Outro: [00:05:57] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: claim review, Jamie Gassmann, QBE North America, R3 Continuum, RIMS, RISKWORLD 2022, Theresa Everett, Workplace MVP

Quick Tips for Time Well Spent: The True Goal of Time Management, with Julie Hullett

June 13, 2022 by John Ray

North Fulton Studio
North Fulton Studio
Quick Tips for Time Well Spent: The True Goal of Time Management, with Julie Hullett
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time management

Quick Tips for Time Well Spent: The True Goal of Time Management, with Julie Hullett

In a quick tip from Julie Hullett, she explains the rewards of time management and how she helps people create more time to do what they love.

Julie’s commentary was taken from this episode of Time Well Spent with Julie Hullett. 

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website|  LinkedIn | Instagram . Sign up to receive her newsletter.

 

Tagged With: Julie Hullett, Quick Tips for Time Well Spent, time management, Time Well Spent with Julie Hullett

Clients Don’t Buy Gasoline

June 10, 2022 by John Ray

Clients Don't Buy Gasoline
North Fulton Studio
Clients Don't Buy Gasoline
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Clients Don't Buy Gasoline

Clients Don’t Buy Gasoline

Clients don’t buy gasoline at a service station. They buy the ability to keep driving and go where they need to go. It’s the same with professional services:  clients buy solutions to their problems, not how we do what we do.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello. I’m John Ray on The Price and Value Journey. In 1960 when Theodore Levitt dissected the navel gazing oil industry in his classic Harvard Business Review essay Marketing Myopia, he wrote, “People actually do not buy gasoline. They cannot see it, taste it, feel it, appreciate it, or really test it. What they buy is the right to continue driving their cars.”

John Ray: [00:00:30] Those words don’t just apply to gasoline and the oil industry. They apply to our professional services that we offer. You see, clients buy solutions to their problems, wants, needs and hopes. They’re not concerned about the details which lie between their current day concerns and the solution that they crave. They don’t care, for example, how the gasoline gets made and delivered. Your service is simply a means to an end they crave, a solution. That will be true as long as there are clients to serve.

John Ray: [00:01:10] If you’re a CPA, for example, clients aren’t buying your ability to get a tax return prepared properly. That’s assumed. What they yearn for are better results for their businesses. They are purchasing a less stressful retirement. They are buying the peace of mind, knowing that if they are audited, they’ll have an experienced professional holding their hand.

John Ray: [00:01:34] Yes, there are a minority of clients who are perfectly happy with a tax return being prepared at the lowest cost. But most clients are oriented toward the value they’ll receive from the solutions you provide.

John Ray: [00:01:50] Sure, different customers have varying notions of what they will pay for that value, but they are value focused nonetheless. If your focus is on client solutions, a lot of questions you might be struggling with get answered. How do you market your services? How and whether you pivot? What service options do you offer? How do you price?

John Ray: [00:02:15] The best answer to all these questions starts with perspective. Understanding what clients are buying when they come to you. And they aren’t buying gasoline.

John Ray: [00:02:29] I’m John Ray on The Price and Value Journey. Past episodes of this series can be found at pricevaluejourney.com or on your favorite podcast app. And I’d be honored if you’d subscribe to the series and send me your feedback, john@johnray.co is my email address, and I’d love to hear from you. Thank you for listening.

 

 

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on:  building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey
John Ray, Host of “The Price and Value Journey”

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,300 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: clients, gasoline, John Ray, Price and Value Journey, pricing, professional services, professional services providers, solopreneurs, Theodore Levitt, value, value pricing

Workplace MVP: Whitney Hoffman-Bennett, CallRail

June 9, 2022 by John Ray

CallRail
Minneapolis St. Paul Studio
Workplace MVP: Whitney Hoffman-Bennett, CallRail
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CallRail

Workplace MVP: Whitney Hoffman-Bennett, CallRail

In this episode of Workplace MVP, host Jamie Gassmann and guest Whitney Hoffman-Bennett, VP of Talent and Culture at CallRail, looked at unlimited PTO as CallRail has implemented it and what their experience has been. How do you structure it and how do you manage misuse? Whitney discussed how CallRail came to establish unlimited PTO, the “guardrails” they implemented with it, how the employees responded and adjusted to it, the need for leaders to model it, variations on the idea such as a sabbatical program, planning for future growth, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

CallRail

CallRail is a lead intelligence platform that makes it easy for businesses of all sizes to turn more leads into better customers.

Serving more than 200,000 businesses and integrating with leading marketing and sales software, CallRail’s marketing analytics and business communications solutions deliver real-time insights that help customers market with confidence.

Company website | LinkedIn | Facebook

Whitney Hoffman-Bennett, PHR, SHRM-CP, Vice President of Talent & Culture, CallRail

Whitney Hoffman-Bennett, PHR, SHRM-CP, Vice President of Talent & Culture, CallRail

Whitney Hoffman-Bennett is the VP of Talent & Culture at CallRail. With a decade of experience in human resources and a specialty in rapidly growing SaaS start-ups, Whitney expertly balances the needs of employees with the needs of the business.

She is passionate about fostering a culture where people are excited about the work they do and the team they’re working with. Prior to CallRail, she gained experience at Ingenious Med, Vocalocity, and LPL Financial.

Whitney earned a Bachelor of Arts in marketing at Kennesaw State University.

LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX studios, it’s time for Workplace MVP. Workplace MVP is brought to you by our R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:26] Hi, everyone. Your host, Jamie Gassmann here. And welcome to this episode of Workplace MVP. The option of unlimited paid time off or PTO is a forward-thinking benefit that some industries and employers have begun adopting. According to Metlife’s 2019 US Employee Benefit Trends Study that interviewed 2675 full-time employees, 72% expressed interest in receiving unlimited paid time off. Some organizational leadership feel this approach is more of a marketing ploy for recruitment efforts; while others, including our guest today, see this as a way to ensure employees are taking their much needed mental wellness breaks.

When thinking of the option of incorporating an unlimited PTO program, I think it naturally presents concerns of overuse of time off and under use of time off. So, kind of a mixed variety. So, what are the benefits to incorporating this type of PTO benefit into your organization? And what are the watchouts and key learnings to be aware of? Well, joining us today to share her experience with us and navigating an unlimited PTO benefit, among other forward-thinking benefits, is Workplace MVP and Vice President of Talent and Culture of CallRail, Whitney Hoffman-Bennett. Welcome to the show, Whitney.

Whitney Hoffman-Bennett: [00:01:47] Thanks, Jamie. Happy to be here.

Jamie Gassmann: [00:01:49] So, let’s start off with you sharing with me and our audience your career journey to date and becoming the Vice President of Talent and Culture at CallRail.

Whitney Hoffman-Bennett: [00:02:00] So, it’s funny. I actually started my career in sales, which is important later. Quickly learned that sales could not do it. Like some people think HR is stressful. I feel like I can handle the people stress all day long, but the stress of restarting quota every month, not for me. So, I left where I was doing sales. It was actually a startup. So, I did learn a lot about startups there and moved to another country — not another country, another company where I actually was in an admin position, saw a need for HR. And the great thing about startups is they said, “Okay, let’s do that and I’m going to support you to do it.”

And I got my PHR and my other certifications, grew to be director there, and stayed there for about eight years. And then, someone at my sales job actually reached out to me and said, “Hey, I’m at this new company. They need HR. Are you interested?” So, full circle moment. And I joined CallRail in 2018 as the Director of Talent and Culture, their first director of talent and culture. And within a year, had been promoted to Vice President and I have been here for four years now.

Jamie Gassmann: [00:03:12] Wonderful. It’s interesting. A lot of the HR professionals that I speak with on this show, and in other conferences, and other locations that I get the opportunity to connect, they have similar stories of falling kind of into the work. So, it’s great. It’s interesting to hear that you kind of have a similar story and, you know, finding that passion, and being able to support the people within your organization. It’s very cool. So, tell me a little bit about what CallRail does, just to kind of give some background to our audience on what the organization serves.

Whitney Hoffman-Bennett: [00:03:47] Yeah. So, we are a marketing attribution software that makes it easy for businesses of all sizes to turn more leads into better customers. We serve more than 200,000 businesses, and we integrate with marketing and sales software. And our marketing, analytics and business communication solutions delivers those real-time insights that help our customers market with confidence.

Jamie Gassmann: [00:04:13] Great. And I know, in looking at the unlimited PTO program and us talking before, this was a program that was already in place when you started at CallRail. So, talk to me about some of the concerns that you identified early on with the program when you joined CallRail, you know, about what they were experiencing, that you were like, “Ooh, we need to correct that.” So, tell me a little bit more about that.

Whitney Hoffman-Bennett: [00:04:36] It’s funny because the place I was previous to CallRail, our CFO kept saying, “Maybe we should do unlimited PTO.” And I was like, “That doesn’t work. We can’t do that. People will take advantage.” And then, I got to CallRail, and I was like, “Whoa! Unlimited PTO. Let’s see what this is about,” because it was already in place. And what’s funny is our CEO actually posted an internal blog, and it was a tweet that said “Name a scam.” And the response was unlimited PTO. And so, he posted that to say, “Let’s be real. Let’s talk about this. What’s working? What’s not working?” And we gave employees the option to give us feedback, what were they seeing, what did they like, what did they not like? And then from that, he and I got together and kind of made changes from the policy based on the feedback from our employees.

Jamie Gassmann: [00:05:28] Yeah, because you had kind of a mix going on. If I recall from our conversation that some were taking it, some were not taking it, some are abusing it. I mean, you just kind of had kind of a mix all over the place. Is that pretty accurate?

Whitney Hoffman-Bennett: [00:05:42] It was definitely a mix. It was difficult for our customer-facing teams to figure out when could they actually go on PTO because they had to hit their numbers. If they were on sales, if they were in support, they had to be able to serve our customers. And then, people really didn’t know what does this mean? Like, how much can I take off? And what if I’m sick? Or What if I have a baby? Like, there was so many things that were muddying the waters that we really need to segment things in order for it to be successful.

Jamie Gassmann: [00:06:09] Yeah. So, when looking at that surveying and kind of pulling the company to hear from your employees, what were some of like — you kinda mentioned guardrails. What did they share with you that they — from that polling, what did you discover?

Whitney Hoffman-Bennett: [00:06:24] So, a lot of employees were saying that they worked really hard, and it’s not that they felt like they couldn’t take time off, but they just didn’t. They didn’t think about it. Or they’d make a couple of long weekends, but that’s all they take off. And so, we had said, “Would it be helpful if we required some sort of minimum?” And they were like, “Yes, that would be very helpful. If it was out there as a statement, it would feel like it was something we had to do,” so to speak. We wanted to make very sure to separate mental wellness from taking PTO. If you’re sick physically or mentally, don’t worry about your PTO. Within that, let’s focus on sick time, other time, keep that separate. So, that was something that was really important. And then, I think sharing the average that people were taking. So, you knew. Like just because this is an average doesn’t mean this is how much you have to take, but it gives you a good guide of this is what other people around you are doing, so you could try to be equitable in that.

Jamie Gassmann: [00:07:22] Yeah, because I would imagine there’s probably some employees that feel bad taking PTO. I know, sometimes, I’ve seen that in my management career where the employee’s like, “I’m really sorry, but I need to request some time off,” and it’s like, “Well, that’s your benefit. I want you to take time off, so never feel sorry about it.” So, I think that’s — I’m sure the truth — that’s probably the same within your organization, those employees going, “Oh, well, that’s good. The average is that. So, I won’t be going any more than what other people are doing.”

Whitney Hoffman-Bennett: [00:07:49] Yeah. And I think even like when I interviewed for my role at CallRail, I interviewed with the CFO, and I was like, “What’s your paternity/maternity policy? Like, what do you do for family leave?” And he actually he was like, “I don’t know, but we have unlimited PTO.” And in my head I was like, “That’s a nightmare. Like, you can’t — then, I’ll just never come back.” So, you have to clarify what that looks like. And that was another thing we said too. We’re like, “It’s not actually unlimited. If you are gone for six months, you’re probably not going to have a job anymore.” Like you can’t just leave for an indeterminate amount of time.

Jamie Gassmann: [00:08:25] Right. So, looking at, you know, the feedback from the employees, kind of some of the key learnings, you know, what kind of edits did you make to the program that you haven’t already shared that helped it to be improved? But then also, how did you communicate that to the employees? And then, ultimately, how did that enhance their utilization of PTO and kind of changes that they made?

Whitney Hoffman-Bennett: [00:08:48] So, we did say call out very plainly, sick time is not vacation. And this was in 2018-2019. So, we’re like, “If you’re sick, stay at home.” Well, everyone stays home. But if you’re sick, stay at home. If you’re really sick, stay at home and don’t work. Like there’s no prize for being hard core and taking the rest of us down with you. Do not do that. And we do call out in our employee handbook now, if you are sick, if you are grieving, if there are things going on, you can be gone for two consecutive weeks before we need to talk about other types of leave. And that’s just for like one instance, two weeks. You can also, if you need a long weekend because you have a cold, that’s separate from those two weeks. So calling that out.

We did call that everyone should take, at least, one continuous week of vacation a year. Do this. You can’t recharge in a long weekend. Take a full week off a year. Another thing we said that I think a lot of people don’t think about when they are developing unlimited PTO is that three-day weekends can be very low impact if you do your part. Don’t disappear and leave your team hanging, but a well-executed three day weekend should never take a project off schedule. Nobody should work 10 to 12-hour days consistently. But if you want a free three-day weekend or personal day, give it a shot for four days, go hard Monday through Thursday, and then go take your long weekend. And you can do that multiple times without it being super disruptive.

Another thing was don’t expect people to check the calendar. We, before I came, did not have HRIS. So, along with this, I implemented an HRIS, and we told people, “You got to start putting it in.” Like it’s approved, but you got to put it in. I don’t know. And honestly, with everything, what we say is just be cool, so we don’t have to make a ton of rules and policy this to death. Like everyone here is an adult. We hire you to be an adult, get your work done, take your vacations, live your life.

And then, I think the final thing is just one of our cultural statements is turn it off. And so, we made it very clear, if you’re on vacation, disconnect, stop checking slack, set an out of office and don’t check your email. If our world is truly on fire, someone will know how to get in touch with you. Beyond that, go have fun.

Jamie Gassmann: [00:11:19] Yeah, that is so important. I see a lot of people, you know, “Oh, I’m going to be on vacation,” and the next thing you know, you’ve got emails rolling in from them. You know, you’re on PTO, be on PTO. It’s kind of one of my rules. I always let my staff know I’m accessible if you need me, but I’m not going to be actively checking, so.

Whitney Hoffman-Bennett: [00:11:37] And I think that’s important as a leader to model that, so other people do it. My out-of-office typically says, “I am practicing our culture value of turn it off. I’m spending an uninterrupted time with my family. Reach out to these people. I will get back to you next week.”

Jamie Gassmann: [00:11:54] Yeah, I think that’s so important, especially now. I mean, I think, you know, you kind of mentioned COVID where, you know, people aren’t coming into work sick. That was something I actually mentioned to a coworker. I’m like, “Well, gone are the days of coming in hacking up a storm and thinking that you’re going to get through your week like that.”

Whitney Hoffman-Bennett: [00:12:12] Can you imagine?

Jamie Gassmann: [00:12:12] It’s not happening anymore.

Whitney Hoffman-Bennett: [00:12:14] We used to do that all the time. And it’s okay

Jamie Gassmann: [00:12:16] Oh my, gosh, yes. You’re at work with a fever. Just, you know, making it work. Yeah. Doesn’t happen anymore. Interesting. So, you know, in looking at this, I mean, I love that, you know, you’ve created kind of this environment where you’re allowing them to be adults, and be respectful with each other, and mindful of each other from a culture perspective, but how do you manage misuse of PTO or the challenge of balancing between the employees? Or do you not have concerns of that where they’re respecting kind of that boundary, if you will? Talk to me about that.

Whitney Hoffman-Bennett: [00:12:51] Yeah. I don’t have a ton of concerns about it. I know I said it before, and it sounded like I was joking, but we really do with most of our policies or things. It’s like, “Can you just be cool? Just be cool.” I will say we did call out, you know, plan early and often. If you’re going to be out for a week, please plan it a month or two in advance. If you’re going to be out for two weeks or more, your team and manager should know this several months in advance. So, it’s more like letting people know, so it wasn’t last minute, “Oh, I forgot. I’m going to be gone for two weeks.”

Be respectful. That’s another one of our value statements is respect everyone. So, in that vein, make sure people are prepared. I will say for our customer-facing teams, we did have to do a little bit more for them, so there would be enough people to manage the incoming calls from our customers. But beyond that, if managers come to me and say, “Hey, it feels like this person’s taking too much PTO,” I remind them of what the average is that we’ve said that people take. And if it is beyond that, remind them, say, “Hey, the average is this. You’re sitting a little bit more above this. Do you know what it’s looking like for the rest of the year and your vacation?” And just have a conversation with them about it.

Jamie Gassmann: [00:14:03] Just to make sure there isn’t too much misuse, that somebody isn’t pulling their weight on a project or within an area. So, looking at it from the sick time, I know you kind of mentioned, and I remember, you know, I’ve worked in corporate America long enough where there were the times of, you know, here’s how many sick days you have a year and here’s how many PTO days you have. You know, now, a lot of organizations have gone to combining that. Thinking of sick time, you know, how are you balancing that? Because I know you mentioned it’s not part of PTO. Do you track it or is it just something that leaders have to keep an eye on? You know, what are — how do you manage that different than the PTO part?

Whitney Hoffman-Bennett: [00:14:45] So, that’s an interesting one. I think most employees know the two weeks. And if they know it’s going to go beyond that, they reach out to us and say, “Hey, let’s talk about leave.” That’s why I think it’s also important to have other benefits like short-term disability, or long-term disability, or family leaves. So, if people have those bigger life things they need to take care of, they have other options once they’ve exhausted that two continuous weeks. And nine times out of ten, we can work with people, and we’re like, “Okay, like your two weeks is up. But realistically right now, what can you do? Is it part-time? Is it just one day a week? Is it maybe not on calls, but you’re able to get other work done?” And then, we’re able to figure out something.

Jamie Gassmann: [00:15:28] So, for the employees, just curiosity, in terms of this unlimited PTO, have they made commentary around like enjoying the fact that they don’t really have to track it, like, as tight and closely as some other organizations might have to if they had like, you know, you have a bank of hours and this is what you get to use? You know, what kind of feedback do you get on that or what does the overall kind of, you know, I don’t know if it’s structure, like, you know, structure, but how do they feel about it?

Whitney Hoffman-Bennett: [00:16:00] I think there’s two camps. It’s people that come from other tech companies and are like, “Well, of course, you have unlimited PTO.” Like, that’s table stakes for them because they come from other tech companies. And then, we have people who have never had unlimited PTO and are used to kind of having to negotiate PTO as part of their offer. And we’re like, “No, no, you don’t have to do that. Like, we’re good.” I think the fact that we have the guidelines help people a lot because it lays out expectations very clearly. Know when they can take it, when they can’t take it. And then I think for the customer-facing teams, we have given them the tools that they need for them to really take time off. And those are the teams that question it the most, like customer support and sales are like, “No, but really how much time off can I take?” And we have levers in place, so they can enjoy the same thing that everyone else can.

Jamie Gassmann: [00:16:52] Yeah, absolutely. Because, you know, having coverage for those customers is so important.

Whitney Hoffman-Bennett: [00:16:56] Yes.

Jamie Gassmann: [00:16:56] So, looking at mental wellness overall with employees, and obviously we all see taking time off and PTO as kind of a way for self-care, and you mentioned requiring that full week, which I think is such an interesting — I just love that idea because you’re right when you say a long weekend doesn’t really give you that time to check out fully. So, I love that culture statement that you’ve coined, you know, the turn-it-off time. So, how do you see this helping the overall health of your organization? You know, are you seeing a good impact on that? You know, what does retention levels look like? You know, what are kind of some of the measurements you’re seeing in terms of this being helpful overall?

Whitney Hoffman-Bennett: [00:17:39] I will say, as far as like the sick time and the mental wellness, we are a company that is very open and transparent about mental wellness, mental health, how important it is. It’s Mental Health Awareness Month now, May is, and we have four weeks of different things every week reminding people to take care of themselves. And we’re focusing on it holistically. Last week was financial week or financial health. This week is burnout and how to deal with stress. Like there’s different things every-

So, in addition to PTO, we’re giving people the tools that they need internally. And I think a combination of all that really helps with engagement and also retention, because all of that can be done in a hybrid environment. And so, even if you’re not in the office, you’re still getting the benefits of everything that someone in the office is getting with the different programming. And I think it’s a one time — one thing to have unlimited PTO, but then it’s another thing for leaders to model it. And for us as a company to talk about PTO and for us as a company to talk about mental wellness. So, I don’t necessarily know that it’s successful if you just throw it up and say, “Yeah, it’s unlimited. Do what you want.” Those are the places that are going to have to policy something to death.

Jamie Gassmann: [00:18:55] Yeah. So, it’s a component of kind of an overall structured approach.

Whitney Hoffman-Bennett: [00:19:01] Yeah.

Jamie Gassmann: [00:19:01] Which is great. And I love when you mentioned the leaders having to model it. I mean, that’s so true in so many different areas of business and kind of self-care, and as vulnerability and, you know, open communication that’s — I mean the leadership has to be such a great demonstrator of that, where employees then can model and follow that behavior. Very cool.

So, we’re going to take a moment and hear from our show sponsors. So, Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in empowering leaders to effectively support and help their employees thrive during disruptive times through their tailored workplace behavioral health support, disruption response and recovery, and violence mitigation solutions. They can help you create a work environment where your employees can feel psychologically and physically safe. To learn more, visit r3c.com today.

So, shifting gears a little bit. Another area that you as a leader are passionate about and another forward-thinking benefit that you’ve put into motion is family leave benefits for all. Can you tell our listeners about your program, and how you’ve implemented that, and what that all entails.

Whitney Hoffman-Bennett: [00:20:15] For sure. So, this is something that, personally, to me, means so much. I have three young children, and people getting time to bond with children, regardless of how they come into your family, is so important. And I remember when I worked at my previous job, I was at a meeting with people internally, people externally, and they were like, Well, it’s fine for women to have time off, but men don’t need that.” Like it’s, “Men don’t need that.” And it was kind of hand-waving. They’re fine. And I was like, “I had a C-section. I couldn’t, like, function well. I couldn’t pick up my baby on my own. Like I needed my husband there and it was important for us.” And so, I am seeing that companies are starting to change. I think society is a little bit starting to realize that it’s just not all on women.

And something that’s really important to CallRail is being an inclusive environment and making sure that our benefits mirror that. So, we give you 12 weeks paid of family leave regardless of how a child comes in. So, if you adopt, if you foster, if you give birth. And this is for people that identify as men and women. So, everyone gets it. And then, we also let you have — you come back, you transition back. So, for those first four weeks, you’re paid full time, but you work part time. So, you only work three days a week. You have two days where you’re not working, so you can figure out what new normal looks like with this child in your life and you going back to work, and you can really ease in, so you don’t feel that pressure to immediately be a fully functioning human again.

Jamie Gassmann: [00:21:51] Yeah, that’s so amazing. I have two children myself, and I still remember home on leave with the second one, you know, and having both of them there, and my husband leaving to go to work, and being like, “Oh my, gosh. So overwhelming.”

Whitney Hoffman-Bennett: [00:22:05] It’s impossible. I felt that way leaving the hospital. Like, “Are you-”

Jamie Gassmann: [00:22:05] Yeah.

Whitney Hoffman-Bennett: [00:22:05] I came in here with no children, and you’re just giving me a baby, and saying, “Goodbye.” Like, what?

Jamie Gassmann: [00:22:14] Yeah. Actually, this is funny because I’m all about transparency. I actually asked the nurse if I had to now change the diapers in the hospital because I was so exhausted. And she looked at me like I was crazy going, “Yes, you do.” That was like, “Oh! Oh my God, I’m so tired.”

Whitney Hoffman-Bennett: [00:22:30] But how do I feed this-

Jamie Gassmann: [00:22:32] Yes.

Whitney Hoffman-Bennett: [00:22:32] And when do I sleep? And what do I do? No one tells you.

Jamie Gassmann: [00:22:35] No, no. There isn’t like a handbook, as my mom always tells me, so. But I love that the benefits for the husband or the dad as well, because I think that that allows them to be able to have that presence within that, you know, early time of the infant. And I think that’s a really important shift that you’re starting to see in some work environments.

So, looking at your program, I know you mentioned the easing back into work. You know, looking at back at it when coming back from work, I know I just came back full time, and just that transition, to your point, you’re so tired and still trying to navigate all of that, how does that help your employees as they transition back? What have you seen, you know, by having this type of kind of an easing back in? You know, kind of talk a little bit about some of the experience you’ve seen with that.

Whitney Hoffman-Bennett: [00:23:29] Yeah, there was probably a month or two ago, I ran into a colleague who had just come back, and she was on her transition month. And she teared up and was like, “It’s just, I’ve done this before and not have the transition. And it’s so impactful because I don’t necessarily have to send my baby to daycare. I can figure out something else for those three days.” So, she has another full month at home. “And I can feel like I’m doing something for myself,” because she is someone who really likes her job. So, she’s like, “I can feel like I’m doing something for myself, but then I can still go home and spend those two more full days.”

And I think even for me personally, because I have had one baby here at CallRail, and the transition back, it was so overwhelming to come back in and try to catch up. You’re so much more tired than you realize. So, just having those two additional days to not have to use your brain a ton, and be able to just focus on you and your baby and continue to bond is super meaningful. I think, of course we could give more time off and America, as a society, should give more time off, but I would almost rather have that transition because either way, you’re going right back into the fire.

Jamie Gassmann: [00:24:39] Yeah, absolutely. No, I can see that being just, you know, so beneficial, and just looking back in the past on when I transitioned back in years ago. So, looking at other benefits, I mean, you’re really a forward-thinking organization and adopting some of these benefits that other organizations have maybe looked at but haven’t actually moved forward on, there’s another one that you’re looking at implementing or kind of observing you shared that I think was really interesting. You kind of mentioned in our conversation, you know, exploring, you know, doing a sabbatical type program within your organization. What might that look like or, you know, what have you seen other organizations do that present some of the benefits to implementing that within your work environment?

Whitney Hoffman-Bennett: [00:25:25] Yeah, this is something that I would love to implement. I feel like I have to preface this if any of our employees are listening, nothing has been approved yet. This is just in my head, but I do see more and more companies doing a sabbatical program. And if you think about unlimited PTO, sure, it’s unlimited, but you can’t necessarily walk away from your job for six weeks in this unlimited PTO without a ton of planning. And then, also, I’m sure a lot of people would be like, “Well, you have, you know, 12 weeks off when you get a baby. Isn’t that a vacation?” No, no, it is not. No, it is not. But when is any other time that you can take a substantial amount of time off? It doesn’t exist.

And so, I think giving people six weeks off, giving them some kind of stipend to do something during that time, and then being able to really just turn it off. I would also love to marry this, and now I’m getting really big here, but if we could do some kind of program where before the person leaves on sabbatical, there’s someone else shadowing them, and then they take over pieces of their job while they’re gone, and then they can learn a new skill. They can see if they like it or don’t like it. So, marrying it with career growth, and then the other person gets to go away, and their stuff is handled, like that is my ideal state.

Jamie Gassmann: [00:26:49] Yeah.

Whitney Hoffman-Bennett: [00:26:50] Nothing has been approved. Can I say that?

Jamie Gassmann: [00:26:51] No, it’s kind of just – it’s forward thinking and just kind of looking at possibilities. I mean, there’s other –like educational industry is known for the sabbatical programs, right? And allowing, you know, a teacher to go and learn or study abroad a different trade or different, you know, something around the education that they’re looking, they’re inspired by, you know. And it allows somebody to kind of grow as an individual. And I imagine it could benefit the organization depending on what it is that they do.

And I love that mirroring it with career growth opportunity, where somebody can step into the shoes of somebody else for a moment to kind of, you know, expand their horizons. It’s very interesting. And again, forward thinking, but very kind of visionary, right?

Whitney Hoffman-Bennett: [00:27:39] Yes.

Jamie Gassmann: [00:27:39] I just think it was fun to talk about because it just shows that, you know, you’ve got the unlimited PTO, you’ve implemented this great family leave benefit for all, regardless of how the child came into their life. So, it just shows that you’re constantly thinking of ways that you can kind of expand that horizon of benefits for employees, which I think is wonderful. So, looking at like a leader, so let’s just say that there’s a leader looking to incorporate an unlimited PTO program into their organization, what advice would you give to them for where they should start, how do they do that? You know, what are some of your thoughts around where would you guide them to doing that?

Whitney Hoffman-Bennett: [00:28:19] It’s funny because I shared at the top, I was at a company before that wanted to do unlimited PTO and I said no. And the reason I said no was because of the culture. I didn’t think it would work. And not that the culture was bad. It just wasn’t a culture that I think could sustain unlimited PTO. I don’t think there was that foundation of trust with a lot of employees. So, that’s the most paramount is what does the culture look like, and do you think your culture can handle this? You can still have a very generous PTO policy without making it unlimited, and everyone can be happy. So, culture, I think, is the most important thing.

And then, thinkin of — thinking future state. Okay, maybe we’re 50 employees now. When we’re 200 employees, what are some of the roadblocks that might come up? And what are the guardrails we need to put in place now? Because it’s much easier to build it as you intend to be instead of piecemealing it until you get there.

Jamie Gassmann: [00:29:17] Yeah, very good. I mean, it brought me to a question of like, you know, is it a right fit for everyone? And you kind of answered that by saying you really have to look at the culture of the organization, and is it going to be a right fit? That’s kind of your first step. And then, looking at, like, implementing the family leave program that you’ve put in place, how would you advise somebody looking to explore that? What should they do first?

Whitney Hoffman-Bennett: [00:29:43] Yeah, and this is honestly something I could talk about all day long because I think we should have much more leave than we do. For employers that are concerned, like, “Oh my God, I can’t lose them for 12 weeks. What am I going to do?”, they are going to be more loyal to you and want to stay at your organization if you take care of them during that time in their life. So, I think that’s the first, like, mental thing to get over because people are like, “Oh my God, they can’t leave.” Well, what if they leave forever because you don’t take care of them? So, I think that’s important.

And then, also, making sure it is equitable. Not everybody’s going to take it. And that’s just a function of where we are, but it should be available for everyone. And I think that is really important because a lot of companies talk about equity and diversity, but when you look through their policies, they’re not equitable to the full organization. And so, making sure that again, if it’s within your culture, it fits with what you’re saying. And also, like, really leave people alone when they’re on leave. Don’t bother them.

Jamie Gassmann: [00:30:51] Yeah, don’t call them to ask them a question about a project that they’re going to be doing when they come back?

Whitney Hoffman-Bennett: [00:30:56] No.

Jamie Gassmann: [00:30:57] No, no. That’s really interesting because you bring up a good point. You know, I’ve heard that in a couple of my other episodes, you know, and one that we did a talking about second chance hiring. And you know, sometimes, you know, putting some of these initiatives in place. Yeah, there might be that concern of, “Well, gosh, if they use the whole time, then what?” But to your point of that, loyalty is so important. I mean, you know, not every employer offers this type of support. So, you, as an employer, being kind of forward thinking, and offering it, and giving them that flexibility, they’re not going to forget that. And you’re right, they’ll come back a lot more appreciative, especially during that trying time. Sure.

Whitney Hoffman-Bennett: [00:31:36] Yeah. And I think it’s important when you look at hiring as well, in general, I don’t think we should be so judgmental of resume gaps. But if you get parents and there’s a resume gap, maybe we don’t be so judgmental about because let’s think about what the policies were or what their options were when they had that baby. So, I think it’s, like, just a big picture thing that people need to be more cognizant of.

Jamie Gassmann: [00:31:58] Yeah, I mean, you might see those resume gaps as people come back into the workplace after the COVID resignations we’ve seen where they had no choice but to stay home-

Whitney Hoffman-Bennett: [00:32:09] They had no choice

Jamie Gassmann: [00:32:09] … to take care of the kiddos and help them with their schooling. So, yeah, that’s an interesting point because I’m sure we’ll start to see some of that transition in a few years where there really is a gap on their resume, but it comes back down to that. So interesting. Any other advice you would want to leave our listeners with as it relates to these programs or things that they should be looking forward to, you know, for better up-and-coming kind of new approaches that, you know, why they should explore them if they haven’t already?

Whitney Hoffman-Bennett: [00:32:45] I think if you’re hesitant about any of these policies, it’s more like look internally and determine the why, and then maybe solve for that before you put the policies in place. But it is — I mean, it’s 2022. We’re coming out of, hopefully, a pandemic. The way we work is changing, and companies have to meet employees where they are, or they won’t be able to retain people. So, I think that’s just really important. You hired adults; treat them like. adults.

Jamie Gassmann: [00:33:15] Yeah. No, great advice. So great conversation. So, if our listeners wanted to get a hold of you to get more information, or ask questions, or kind of learn from you a little bit more around how you’ve been able to manage these programs, how can they do that?

Whitney Hoffman-Bennett: [00:33:33] I am on LinkedIn at Whitney Bennett PHR. And so, people can reach out there. Yeah. And I’m happy to talk about any of these things. Obviously, I have a lot of opinions about them.

Jamie Gassmann: [00:33:44] Lots of passion, which is great. No, that’s — it’s you know — and they’re new for some organizations. So, I think, you know, it’s learning and kind of exploring them. So, I love that you shared that with us. So, thank you so much for being on our show, and for letting us celebrate you, and sharing, you know, your great advice and kind of key learnings with our listeners.

Whitney Hoffman-Bennett: [00:34:04] Thank you so much. It was fun.

Jamie Gassmann: [00:34:06] Yeah. So, we also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe, so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook and Twitter at Workplace MVP. If you are a Workplace MVP or you know someone who is, we want to know. Email us at info@workplace-mvp.com. Thank you so much for joining us and have a great rest of your day.

 

 

Tagged With: CallRail, family leave, hybrid work, Jamie Gassmann, R3 Continuum, remote work, sick leave, unlimited PTO, vacation, Whitney Hoffman-Bennett, Workplace MVP

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