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The R3 Continuum Playbook: The Good, the Bad, and the Cumulative: Is All Stress Equal?

June 16, 2022 by John Ray

Minneapolis St. Paul Studio
Minneapolis St. Paul Studio
The R3 Continuum Playbook: The Good, the Bad, and the Cumulative: Is All Stress Equal?
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The R3 Continuum Playbook: The Good, the Bad, and the Cumulative: Is All Stress Equal?

R3 Continuum’s Vice President of Crisis Response Clinical Service, Jeff Gorter, MSW, LCSW, examined the different kinds of stress, how to recognize and manage stress within yourself, and how to seek help when you need it.

The full webinar can be found here.

The R3 Continuum Playbook is presented by R3 Continuum and is produced by the Minneapolis-St.Paul Studio of Business RadioX®. R3 Continuum is the underwriter of Workplace MVP, the show which celebrates heroes in the workplace.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the Business RadioX studios, here is your R3 Continuum Playbook. Brought to you by Workplace MVP sponsor, R3 Continuum, a global leader in workplace behavioral health, crisis, and security solutions.

Shane McNally: [00:00:15] Hi everyone. My name is Shane McNally, Digital Marketing Project Lead at R3 Continuum. On this episode of the R3 Continuum Playbook, we’ll be listening to a segment from a recent webinar that was presented by R3 Continuum’s Vice President of Crisis Response Clinical Services, Jeff Gorter. This webinar was titled The Good, The Bad, and the Cumulative: Is All Stress Equal? Jeff discussed what makes some stress good versus bad, and the important differentiators between the two, and what you can do in your day-to-day life to help mitigate all those stressors from becoming negative.

Jeff Gorter: [00:00:49] So if there are four different types of stress, if there are different types of stress, what is fascinating? And what I really want you to take away from this is that, interestingly enough, the body doesn’t differentiate between these different variations. The body doesn’t know—the reaction the body has between distress and new stress is pretty much the same, that adrenaline flush, the increased heart rate, the increased blood flow to the large muscle groups, all of that is the same whether it’s good stress or bad stress.

Jeff Gorter: [00:01:20] The body’s doing what the body does to face this challenge. The key here, research has shown that the mind does, the mind differentiates. And by that, I mean, their research has shown there is physiological cognitive changes that occur in the brain based on what’s called locus of control. And locus of control means, how much agency do I perceive myself to have in this situation? How much ability to influence it, to make choices, to take steps to affect this situation?

Jeff Gorter: [00:02:00] And so, if I have a high-level locus of control, if I believe that I can do something, that leads to literal physiological changes in your body and in your mind. So, it comes down to this, the event is the event, the stress is the stress. That’s not changing. The event is the event, but the interpretation I bring to it, what meaning I attribute to it makes all the difference. So, again, the event happens, and if I say to myself, okay, this was a difficult situation, but where it goes from here is up to me.

Jeff Gorter: [00:02:42] I believe I can make—this is something that is worth the fight and I think I can make a difference in this, or do I say, here it is, yet another horrible thing following a whole bunch of other horrible things, there’s no point in this, I can’t make any difference? What are my efforts going to amount to? There’s a point, an inflection point, it’s called, an inflection point, where we have to make a decision about what meaning we put on this.

Jeff Gorter: [00:03:12] Do we say, okay, yes, this was painful, but I am filled with hope that we can get through this, or do I say, this was painful, and I bet more is coming? And I have a sense of despair, a sense that it’s never going to get better. Do I have a sense of satisfaction that, okay, my efforts can make a difference and the choices I make right now are worth making, or do I say, I throw up my hands, I’m just a soccer ball on the field of life, and I just get kicked around, and it doesn’t really matter what I do or don’t do?

Jeff Gorter: [00:03:49] And again, you see, the meaning is what makes the difference. It’s not that the event is somehow different. It’s the event is the event, but that moment where I make a decision about, how do I interpret this, what does this mean about myself, or my family, or my company, or my country, that when I attribute a more positive meaning, the sense that I believe I can make a difference, it takes me in one direction.

Jeff Gorter: [00:04:20] If I feel there’s no point, I can never get through this, it’ll never get better, that takes me in a different direction. And neither one is a foregone conclusion. It all comes down to the interpretation that we have on it. And what is so fascinating, I think, is that it comes down to the power of belief, because research has shown it’s not as if—see, I didn’t want this to be a stress management presentation that says, here are the top 10 things you need to do to manage your stress.

Jeff Gorter: [00:04:57] We’ve all seen those. There’s lots of those out there. And I am going to give you some ways, some suggestions on how to manage the stress, so I’m not being pejorative in that, but what research has shown is that it’s not the coping skills that individuals have or don’t have that’s important. What counts are the coping skills they believe they have or not. There are 1,000 different ways to manage stress to the degree that you believe you can. It’s not as if there are some 10 FDA-approved stress management things, and these are the only ones you should do. No.

Jeff Gorter: [00:05:39] Each of us has our own unique set of life experiences, of resources, of talents, and ways that we can respond to stress if we believe we can. As simple as that sounds, that is incredibly profound, and that’s what makes the difference. So, there are some things that we can do that can help enhance that. So, it begins with, I can’t change what I don’t know, I need to be mindful, I need to pay attention to what my body is saying.

Jeff Gorter: [00:06:19] So, again, that physical reaction, am I tightening up? Am I walking around with my fists unconsciously clenched, because I’m ready for that fight response, or am I feeling like I could jump out of my skin and run out of the room every moment, because I’m in that flight mode? What is my body telling me? I need to pay attention to that in order to regain some control. And what is my mind saying? What’s my internal dialogue, as it were? What am I saying? Am I saying, okay, this is rough, but I think we can do it, or am I saying this is overwhelming and there’s no way I can make a difference, and why even try? Again, that internal dialogue, the meaning, what meaning am I applying to this?

Jeff Gorter: [00:07:07] Because that will influence my trajectory either up or down from here. So, I need to pay attention to what my body is saying, I need to pay attention to what my mind is saying, and I need to pay attention to what’s going on around me. Again, we are talking about this in a workplace setting, and so rarely are we alone. I am part of a work group. I am part of a team. I am part of a company or I’m part of a community.

Jeff Gorter: [00:07:36] And so, I don’t have to view it as if I’m doing it alone. I can begin to tap into the resources and the common strength that we have as a team, as a work team, a work group, or as a company. And I can begin to look at, how are we pulling together? I can notice those small moments when we’re rising above it and I can celebrate the victories step by step. Not that we make it all go away in one fell swoop, but that we take it step by step, and I am part of a group that is moving towards that. That can reduce the sense that it’s all up to me all the time. It isn’t.

Jeff Gorter: [00:08:20] And then, finally, getting back to the basics. Again, stress management techniques are not rocket science. It’s things that we can do if we stop and take care of the basics, like making sure that we are getting regular food, staying hydrated, trying to maintain sleep schedules as best we can, because stress is physically exhausting. It drains you of energy. And if I don’t take care of the basics, managing those kinds of things, including exercise, I’m going to become exhausted, and that just hampers my ability to manage it or to make better decisions about it.

Jeff Gorter: [00:09:05] And for a lot of people, we’ve all said this, well, I tried this, I tried exercising, it didn’t work, I tried meditation, it didn’t help, I tried prayer, for those who follow a faith perspective, I tried it and it just didn’t work. Well, what we typically mean by that is I tried it once and it didn’t work, so I moved on to something else, which means that I put myself on a constantly rotating trial and error process as if there is one big magic answer.

Jeff Gorter: [00:09:40] There is no one specific answer. What I need to do, it’s what’s called The Rule of &, which is to say, researchers have again found that if I want to make something effective, if I want to have it be a true part of my stress management system, the Rule of & says that if I do something seven times, I have gained familiarity. So, let’s say I’m talking about, let’s say, exercise. I want to go for a walk. I commit to say I want to go for a walk several times a week.

Jeff Gorter: [00:10:23] Now, I need to go for a walk seven times to gain familiarity with how that feels and how that fits into my life and my schedule. I need to do it another seven times to have mastery, where I’m beginning to get into a groove, and I feel like this is beginning to—I feel like I have a greater understanding of how to incorporate this into my stress management. I need to do it another seven times for it to become part of my routine, to become something that I go to reflexively without thinking, as opposed to it being something that I have to make a conscious effort to do.

Jeff Gorter: [00:11:06] And so, whatever the stress management activity that you’re going to do, mindfulness, prayer, journaling, walking, doing a craft, engaging in something else, whatever it is, I have to get past the idea that, well, I tried it once and it didn’t work. What you have to do is commit to doing it basically 21 times. The Rule of 7 says that I need to do it seven to get familiar, another seven to get mastery, another seven to incorporate it as part of my routine, but if I can commit to doing that, I’m going to have much more benefit from those activities.

Jeff Gorter: [00:11:48] And they can be small activities, little things, but if I commit to doing it 21 times, it becomes part of my repertoire and how I handle it. So, again, whatever it is, whether it’s exercise, meditation, prayer, journaling, whatever, I need to do it in a regular basis to really have any benefit. And then, finally, something that is, again, part of COVID is for those of us who are working remotely, for those of us who perhaps didn’t work remotely before, but now find myself in a long range plan, where that’s going to be the case, controlling what you can control, minimizing the disruptions.

Jeff Gorter: [00:12:32] We’ve all kind of become accustomed to, and we all sort of laugh and have a knowing nod and a knowing grin when a dog starts barking in the background or a cute toddler wanders through in the back. And so, that’s become a regular part, but I don’t think we realize that those are also things that add to our stress. So, being able to control what you can control to try and minimize those disruptions, because that just adds to that sense of cumulative stress, and doing those things we can to exert a level of control. Now that we are two years into it, we know we can do that in a way that doesn’t make it distracting and frustrating, and add more to my stress pile.

Shane McNally: [00:13:23] The past few years, I think we’ve seen a shift in how stress has impacted each other. Whether you’re working fully remote, fully in office or with a hybrid situation. Stress can affect us all in different ways. If you or your employees are feeling significant impacts with stress, you’re not alone. R3 Continuum can help. Connect with us and learn about our services at www.r3c.com or email us directly at info@r3c.com.

 

 

Show Underwriter

R3 Continuum (R3c) 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.

R3 Continuum is the underwriter of Workplace MVP, a show which celebrates the everyday heroes–Workplace Most Valuable Professionals–in human resources, risk management, security, business continuity, and the C-suite who resolutely labor for the well-being of employees in their care, readying the workplace for and planning responses to disruption.

Connect with R3 Continuum:  Website | LinkedIn | Facebook | Twitter

Tagged With: burnout, good stress, Jeff Gorter, R3 Continuum, R3 Continuum Playbook, stress, types of stress, Workplace MVP

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: 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 RISKWORLD 2022: Theresa Everett, QBE North America

June 13, 2022 by John Ray

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

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

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

LIVE from RISKWORLD 2022: Camille Graham, Floodproofing.com

June 7, 2022 by John Ray

Floodproofing.com
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Camille Graham, Floodproofing.com
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Floodproofing.com

LIVE from RISKWORLD 2022: Camille Graham, Floodproofing.com

Attending the first RISKWORLD for herself and her company, Camille Graham, National Project Manager for Floodproofing.com shared with host Jamie Gassmann how rewarding the conference was for building new relationships. She talked about the comprehensive services provided by Floodproofing.com, the increase in flooding across the country, the need to consider flood mitigation services regardless of one’s location, 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.

Camille Graham, National Project Manager, Floodproofing.com

Camille Graham, National Project Manager, Floodproofing.com

Since 2001, Floodproofing.com has been providing global floodproofing product options and education to design professionals, municipalities, and property owners. Their goal is to provide the best mitigation solutions through complementary project design analysis.

Floodproofing.com is built upon the legacy and expertise gained from the development of Smart Vent Products Inc., which has propelled the company into an industry leader. A team of Certified Floodplain Managers and Flood Mitigation Specialists provides the industry with a portfolio of innovative dry and wet floodproofing systems.

Camille Graham joined Floodproofing.com in 2019.

Company website | Camille Graham 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: [00:00:22] Hi, everyone. Jamie Gassmann here with Workplace MVP and we are broadcasting from Riskworld 2022 Expo Hall in R3 Continuum’s booth. And joining me is Camille Graham.

Camille Graham: [00:00:22] Hello.

Jamie Gassmann: [00:00:37] Hello. From Floodproofing. Talk to me about your company and tell me a little bit about your background.

Camille Graham: [00:00:42] Yes. Thanks for having me, Jamie. We are Floodproofing.com. We are all the way from New Jersey. It’s our first time out here in San Francisco, for me personally ever. And it’s our first time that our company is doing this conference. We do all things flood mitigation. So, we provide flood panels, flood events, and even flood glass, deployable systems and passive systems to prevent flood water from entering into a building. We also have flood vents that let water through to alleviate the pressure on a building. And we have an insurance agency risk reduction plus group that helps to pass on the insurance savings that you should see from having proper flood mitigation through to your insurance premium. We are a one-stop shop for all things flood mitigation.

Jamie Gassmann: [00:01:28] Very interesting. And so, you mentioned this is your first time expo-ing at RIMS.

Camille Graham: [00:01:33] Yes, it is.

Jamie Gassmann: [00:01:33] So, talk to me about, you know, what were some of the things that made you decide that this was where you needed to be for sharing your business and what you guys do.

Camille Graham: [00:01:42] So, we actually – one of our partners that we work really closely with, Tiger Dam, is also here and they told us that this is the most beneficial conference that they come to every year because they meet people that have an immediate need for what we do. They have an immediate problem that they need to solve with flooding and they’re looking for solutions. And so, it’s cool. We usually go to conferences where we work with a lot of architects and engineers, which is incredible because we get specced early on in the design phase. But there’s also a huge need for property managers, risk managers, people that have buildings now that need solutions, and we’re here to provide them.

Jamie Gassmann: [00:02:23] And so, I mean, we’re at the end of day one. And so, talk to me. How have your conversations been going so far with, you know, the traffic that’s been coming through?

Camille Graham: [00:02:32] It’s been awesome. We have had some of the most incredible conversations with people that have experienced flooding or they know that they’re in a flood zone. And with the changing climate and with the increased risk that’s posed by flooding all over the country, people know that this is an issue that they need to solve. They’re looking for solutions and it’s top of mind more today than ever before. So people are coming eager to find a solution to that problem. And it’s just been the most progressive conversations that we’ve had at a conference.

Jamie Gassmann: [00:03:06] That’s fantastic. And so, looking at flooding, just out of pure curiosity, are there areas within like the North, obviously, America, I think you’re kind of more in the U.S. for your services? Are there some areas that are more prone to flooding that doesn’t have this protection in place than others? Talk to us a little bit about that.

Camille Graham: [00:03:27] Yeah. So, I will say that a lot of people, when they think about flooding, they assume coastal. They think oceans, they think beach towns, they think Florida. But actually, all over the country, you know, this risk is present. A lot of flooding that happens is flash flooding from rainstorms. So, yes. Do we do a ton of work in coastal communities like Florida, like New Jersey, like New York City, and Hoboken? We do. But we also do a ton of work in places that probably would not be top of mind when you think about flooding because this issue is all over the country these days.

Jamie Gassmann: [00:04:04] Yeah, absolutely. And so what – so, you mentioned flash flooding, but what are some other natural or even none, like maybe manmade situations that are causing flooding within the country that businesses should be aware of?

Camille Graham: [00:04:17] Yeah. So, we have – sometimes in your drainage system so you might have an area where that sees a lot of rainfall and then the system is completely overwhelmed and it can’t handle the amount of rain that you saw so it can kind of backflow and cause flooding all through the streets, which causes a horrible issue that might not have been expected.

Camille Graham: [00:04:37] During Hurricane Ida in the northeast, you know, this storm was hitting Louisiana and we knew that it was going to cause a huge issue down there. And then, the next thing we knew, up north in Philadelphia and in New York City, there was, I mean, life loss because of flash flooding and flooding that happened that we did not expect. We didn’t expect it to come. It was actually considered to be like a 500-year flood event. Vine Street through Philadelphia was completely flooded to a point that nobody had ever seen before, nobody would ever expect. And one thing that I want to say is that when a storm like that happens, it might be considered a 100 or 500-year flood event but that doesn’t mean that if it happened yesterday, it can’t happen again tomorrow. These things can happen more than once within that 500-year frame, and they probably will as time goes on when we start to see these things happening more frequently.

Jamie Gassmann: [00:05:38] Yeah. And so if there’s a business out there that, let’s just say, they’re not in a prominent flood area, maybe they’re not in a floodplain, it’s not anything that’s really on their radar from a location perspective, what is some advice that you would give to them in terms of how they should be looking at this as part of their overall risk mitigation?

Camille Graham: [00:05:57] Yeah. I always say don’t just think about today and don’t just look at necessarily the history of flooding in an area but think about the future and really just consider the resiliency of your business or your building where you’re at. Whether it be flood insurance or a flood mitigation system in place, if there is an event, having something in place is just going to allow you to open your doors, you know, sooner than if, obviously, you had a flood event. So it’s something that we say, always consider, never think that you’re not vulnerable to something like this, and protect yourself, not just for today, but for the future.

Jamie Gassmann: [00:06:37] Yeah. Great advice. And thank you so much for joining us. If somebody wanted to reach out to you to get more information or to learn a little bit more, how would they go about doing that?

Camille Graham: [00:06:46] Yes. They can go to floodproofing.com. Our website is an awesome resource. You can find everything that we have to offer and you can reach out to us on that website.

Jamie Gassmann: [00:06:57] Yeah. Very interesting information. Thank you again. It’s been great to chat with you.

Outro: [00:07:06] 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: Camille Graham, flood insurance, flood mitigation, floodplain, floodproofing systems, Floodproofing.com, Jamie Gassmann, R3 Continuum, RIMS, RISKWORLD 2022, Workplace MVP

LIVE from RISKWORLD 2022: Paul Jenkins, Lockton Companies

June 6, 2022 by John Ray

Lockton Companies
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Paul Jenkins, Lockton Companies
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Lockton Companies

LIVE from RISKWORLD 2022: Paul Jenkins, Lockton Companies

Paul Jenkins, property broker with Lockton Companies, talked with host Jamie Gassmann live at RISKWORLD 2022. He described the impact of the lockdown on the 350-year-old Lloyd’s Market and how Lockton adjusted to not working face to face. He also shared how they have shifted and succeeded while serving clients in more countries beyond North America, growing in South America, the Caribbean, Australia, and New Zealand, his 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.

Paul Jenkins, Property Broker, Lockton Companies

Paul Jenkins, Property Broker, Lockton Companies

As a family organization, Lockton Companies is not driven by the quarterly pressure from the financial markets. This kind of independence frees them to always act in the best interest of their clients and creates a completely different dynamic, one that is focused on your success.

They have a strong entrepreneurial culture that’s complemented by the scale and expertise of over 100 worldwide offices. This brings about something quite extraordinary in the insurance business—local partners with the focus and freedom to do what’s right for your business that can also draw on deep global resources to deliver the very best results.
Paul Jenkins is an ACII qualified, Property / Terrorism Underwriter and Team Leader. He has over 17 years of insurance experience.

Company website | Paul Jenkins 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: [00:00:22] Hi, everyone. You’re host, Jamie Gassmann, here with the Workplace MVP podcast and we are broadcasting from the Riskworld 2022 Expo Hall in R3 Continuum’s booth. And with me is Paul Jenkins from Lockton Companies. Welcome to the show.

Paul Jenkins: [00:00:37] Hello, y’all.

Jamie Gassmann: [00:00:40] Playing off of our producers, y’all. I love it. If you learned anything at RIMS, it was y’all.

Paul Jenkins: [00:00:46] Absolutely.

Jamie Gassmann: [00:00:47] Well, welcome to the show. We’re happy to have you.

Paul Jenkins: [00:00:49] Yeah. Thanks for having me.

Jamie Gassmann: [00:00:50] Yeah. So, tell us a little bit about what Lockton does and your background.

Paul Jenkins: [00:00:53] Yeah. So, Lockton Companies is an insurance broker and they are a broker for all lines of business, looking to provide solutions from an insurance perspective for their clients.

Jamie Gassmann: [00:01:04] And, you’ve been in the industry quite a while.

Paul Jenkins: [00:01:06] Yeah.

Jamie Gassmann: [00:01:07] I think you shared with me you started as an underwriter. So, tell me a little bit about your background.

Paul Jenkins: [00:01:10] Yeah. Okay. So, I left school. I wanted to be an architect. And, in London – in the London market, you don’t have to study to get into insurance. You tend to get into insurance by accident. So that’s what happened to me. I started my career as a cat modeller. So, I was doing RMS scheduling and running some analysis from that. And from there really, it just sort of happened by osmosis. I got into underwriting, as a result working in the Lloyd’s market, always doing property insurance. And I’m now a broker at Lockton.

Jamie Gassmann: [00:01:43] Wonderful. And, what has the last few years looked like in the broker kind of world going through the pandemic and some of the changes that have happened in the business world?

Paul Jenkins: [00:01:54] Yeah. A real challenge for us in London on the basis that, you know, in the Lloyd’s mMarket, it’s the oldest insurance market in the world, you know, and that it’s a marketplace. It’s been going for about 350 years. And most businesses still transacted face-to-face, so person-to-person in one place in a market, and lockdown prevented us from doing that because we didn’t have a marketplace. So, we adapted ever so quickly with Zoom, WebEx, iMessage, however you’re doing this stuff.

Paul Jenkins: [00:02:27] But, yeah, it’s been difficult because you’ve essentially been working in isolation and you would normally have your team around you. And we do work as a team. We’re a close-knit team and the youngsters learn from being in-situ and, you know, listening and taking on board what’s going on around them. So, it’s been a challenge for a number of reasons. You know, from a trade perspective, it’s been difficult. From a coaching perspective and a learning perspective, it’s been a challenge. But we’ve managed to do it and we’ve managed to grow our book. So, you know, we’ve got more clients now than we had prior to the lockdown and we’ve got high revenues than we had prior to the lockdown. So, I suppose on reflection, it’s really quite incredible that we’ve been able to do what we did.

Jamie Gassmann: [00:03:10] Yeah, I bet. And so, your clients that you have that you’re speaking of, are they mostly in just London or is it kind of a global kind of clientele or?

Paul Jenkins: [00:03:20] My clients will be North American clients.

Jamie Gassmann: [00:03:23] Okay.

Paul Jenkins: [00:03:23] So, they’ll be in America or in Canada.

Jamie Gassmann: [00:03:26] Great. And then, I’m sure Lockton is kind of a global, anywhere that they might be located, and broadly you guys can support them.

Paul Jenkins: [00:03:32] Yeah. We’ve got a big network and a really successful network in the U.S.

Jamie Gassmann: [00:03:37] Yeah.

Paul Jenkins: [00:03:37] And, we’re growing our footprint globally. So, we’ve just opened offices in South America and in the Caribbean and in Australia and New Zealand. So, you know, we’re growing the footprint so that we can look after our clients as they expand and grow because many of our clients, you know, are growing internationally as well.

Jamie Gassmann: [00:03:55] Wonderful. And I know this is not your first room, so it’s not – you’ve been here before, but what is one of your most exciting, you know, or what are you most excited, I guess I should say, about being here at the show this year?

Paul Jenkins: [00:04:08] Yeah. It’s great to be able to travel again. Again, you know, we would often see our clients. Our clients come to London to meet with us and our underwriters, or we come to America to come and meet with our clients. So, it’s really wonderful to be able to meet people again. And many of these people are people I’ve met for the first time. So, they’re new clients. As I said, you know, we’ve been able to grow the portfolio of business that we have. We’ve done that successfully by providing amazing service, you know, to our clients to give them the best possible outcomes. And it’s nice just to, you know, make friends with new people and –

Jamie Gassmann: [00:04:42] Yeah, totally.

Paul Jenkins: [00:04:43] And to be here together.

Jamie Gassmann: [00:04:44] Yeah. And the clientele that you have, just question, is there anything from a risk perspective or an insurance perspective that’s changed or shifted in terms of the types of things that they need support with?

Paul Jenkins: [00:04:56] It’s ever-evolving. So, take for example the current global environment with regards to supply chain. Supply chains are disrupted all over the place, and for some clients, they have coverage for this, and for others that they don’t. But just trying to identify how they are running their business and continuing to operate with all this challenge, you know, with their business, it’s something that you can only really understand once you’re talking to people and once you get, you know, underneath the – you can’t present this stuff in an email or in an Excel spreadsheet. So, you need to listen to the clients as to what their challenges are, understand the business need. And that allows us to provide them the best possible policy and the best possible coverage at the best possible terms so that, you know, they’ve got the cover that they need in the event of a disruption or loss.

Jamie Gassmann: [00:05:51] Yeah. And like kind of keeping like a pulse almost on what might be potentially a risk for them, too, as things continue to evolve. Because as I always say, you know, the complexities and challenges we’ve experienced over the last few years have required businesses to think of things differently.

Paul Jenkins: [00:06:06] Yeah. Absolutely.

Jamie Gassmann: [00:06:07] Because they’re faced with more.

Paul Jenkins: [00:06:08] Yeah. Absolutely.

Jamie Gassmann: [00:06:09] So, interesting.

Paul Jenkins: [00:06:09] And not just that many businesses had to either close or reduce, you know, their capacity or their ability to produce things, which meant that they might have laid staff off. And then, now having to challenge to try and –

Jamie Gassmann: [00:06:23] Hire them.

Paul Jenkins: [00:06:23] Hire people. You know, there’s a real war on talent at the moment with regards to being able to get good people who know what they’re doing. And that in itself, you know, that might not be an insurable thing, but that in itself is a business problem that I think many people are at the moment trying to get their arms around.

Jamie Gassmann: [00:06:39] Yeah. Absolutely. Well, it has been an absolute pleasure to hear from you.

Paul Jenkins: [00:06:42] Yeah. Thank you.

Jamie Gassmann: [00:06:42] Yeah. So if people wanted to get a hold of you or to reach out to you about the services that Lockton Companies offers, how would they be able to do that?

Paul Jenkins: [00:06:50] Well, I suppose you could look on social media. There’s LinkedIn and others if I’m plugging, you know those platforms, or likewise, you can go on the website and we’ve got all the contact details that you need to be able to contact us.

Jamie Gassmann: [00:07:05] Wonderful. Well, thank you so much for being on the show. It’s been a pleasure.

Paul Jenkins: [00:07:08] Yeah. Thanks very much.

Outro: [00:07:14] 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: insurance broker, Jamie Gassmann, Lockton Companies, Paul Jenkins, property broker, R3 Continuum, RIMS, RISKWORLD 2022, Workplace MVP

LIVE from RISKWORLD 2022: Carlos Castillo, Confia

June 3, 2022 by John Ray

Confia
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Carlos Castillo, Confia
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Confia

LIVE from RISKWORLD 2022: Carlos Castillo, Confia

Carlos Castillo, CEO of Confia Insurance Brokers headquartered in Costa Rica, was the guest on the episode live from RISKWORLD 2022. He and host Jamie Gassmann talked about the services Confia offers, his experience at the conference, 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.

Carlos Castillo, CEO, Confia

Carlos Castillo, CEO, Confia

Confia began in 2010 offering insurance brokerage services. Their mission is to give customers the best advice and service in the insurance market, protecting their risks as if they were ours.

They offer their clients the best insurance solutions, with customer service that exceeds your expectations. We will achieve the prompt payment of your claims.

They operate in Costa Rica, Honduras, and the Dominican Republic.

Company website | Carlos Castillo 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] Hey, everyone. Jamie Gassmann here, your host of Workplace MVP, coming to you from RISKWORLD 2022. And with me is Carlos Castillo. Hi, Carlos. Welcome to the show.

Carlos Castillo: [00:00:33] Hello. Good morning.

Jamie Gassmann: [00:00:35] So, talk to me about tell me where you’re from, what company you work for and what your company does.

Carlos Castillo: [00:00:40] Yeah, I’m from Costa Rica. The company is called CONFIA, which means trust. We are a brokerage insurance company. We started operations 12 years ago. When the market opens, we were in a state monopoly for 84 years with only one insurance company. Right now, we have 13 insurance companies from different countries. The market has grown. Right now, it’s at $1.4 billion in premiums. It’s a very attractive market. So, we started operations there in 2010 as a broker brokerage company.

Jamie Gassmann: [00:01:23] Wow. And this is your first time attending the RIM’s conference. So, talk to me what are you excited about with your first, you know, experience here? What are you looking forward to?

Carlos Castillo: [00:01:33] Yeah, I always wanted to visit RIMS, but this is the first year. I’m expecting to meet different brokers, different companies looking for opportunities. So, that’s what I’m here for, to make contacts.

Jamie Gassmann: [00:01:50] Yeah. So, the networking aspect of the show, I think there’s a lot of that going on here, which is great.

Carlos Castillo: [00:01:56] Absolutely, yeah. We’re looking for that networking opportunities, not just for Costa Rica, where we have operations. Also, we also operate in Dominican Republic and Honduras.

Jamie Gassmann: [00:02:07] Wow! So, kind of expanding your operation and see if there’s, you know, potential with some of the other brokers that might be working here at RIMS.

Carlos Castillo: [00:02:14] Exactly.

Jamie Gassmann: [00:02:14] Yeah.

Carlos Castillo: [00:02:15] Exactly.

Jamie Gassmann: [00:02:15] Are you planning on attending any of the sessions at all right here?

Carlos Castillo: [00:02:18] Yes, yeah.

Jamie Gassmann: [00:02:18] Yeah.

Carlos Castillo: [00:02:19] I will.

Jamie Gassmann: [00:02:19] Well, which ones attract you the most? Like, which topics are kind of your, like, go-to, can’t-wait-to-sit-in-that-audience for?

Carlos Castillo: [00:02:26] Well, I’m looking for a different topics: cyber insurance, marketing, global market opportunities. Yeah, I registered in some of the conferences.

Jamie Gassmann: [00:02:39] Yeah, fantastic. So, I know you’re networking and this is a great show for that. And are you — so far, I know the show has just kind of started, so far, have you been pleased with what you’ve been finding?

Carlos Castillo: [00:02:52] Oh, absolutely, absolutely. Everybody is very up and happy to see each other after the pandemia, right?

Jamie Gassmann: [00:02:59] Yeah.

Carlos Castillo: [00:02:59] It’s great after being two years in Zoom calls.

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

Carlos Castillo: [00:03:04] So, it’s fantastic to have the opportunity, you know, to talk to people personally and to make contacts. So, everybody is very willing to share information, and everybody wants to do business.

Jamie Gassmann: [00:03:16] Yeah. Well, I really hope that you make a lot of great connections. And it was so great to have you on our episode here, and to meet you, and to hear a little bit about your background and really appreciate you stopping by.

Carlos Castillo: [00:03:27] Well, fantastic, fantastic. Our contact information is in www.confia.co.cr.

Jamie Gassmann: [00:03:39] Great. Wonderful. That way, if they need to get a hold of you or they want to reach out for partnership or any business-

Carlos Castillo: [00:03:45] Absolutely.

Intro: [00:03:45] … they actually have that opportunity to.

Carlos Castillo: [00:03:47] Absolutely.

Jamie Gassmann: [00:03:47] So, thank you so much for joining us. It was so great to talk to you.

Carlos Castillo: [00:03:49] All right. You’re welcome. Have a great day.

Jamie Gassmann: [00:03:51] You, too.

Outro: [00:03:56] 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: Carlos Castillo, Confia, insurance broker, Jamie Gassmann, R3 Continuum, RIMS, RISKWORLD 2022, Workplace MVP

LIVE from RISKWORLD 2022: Shari Paul, Alliant

June 1, 2022 by John Ray

Alliant
Minneapolis St. Paul Studio
LIVE from RISKWORLD 2022: Shari Paul, Alliant
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LIVE from RISKWORLD 2022: Shari Paul, Alliant

Shari Paul, First Vice President for Alliant, heads all of Alliant’s digital media and sat down with host Jamie Gassmann in the R3 Continuum booth at RISKWORLD 2022. They discussed the value of social media in the insurance industry, the multiple podcasts Alliant has, advice for effectively using social media, podcasting, 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.

Shari Paul, First Vice President, Sr. Marketing Manager, Alliant

Shari Paul, First Vice President, Sr. Marketing Manager, Alliant

Shari Paul is First Vice President and Senior Marketing Manager for Alliant Insurance Services. Shari is a data-driven marketing and digital media communications professional with over 20 years of experience within a variety of industries focused on customer acquisition, satisfaction, and retention.

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded.

Their clients and partners have profound confidence in them to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals.

Alliant’s people stand as the backbone of the organization. They proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level while caring and giving back to causes that impact their communities and the world at large.

Alliant is built on teamwork and collaboration, a philosophy that has guided its growth and evolution for almost 100 years. They rise together to meet challenges, think together to drive innovation, and thrive together in business and in the diverse communities where they operate.

As one of the top 10 largest insurance brokerage firms in the U.S., Alliant combines the power and breadth of big-company resources with a hyper-personalized approach that puts your interests above everything else.

Their culture of entrepreneurialism, collaboration, and innovation gives them the independence and accountability to create solutions that uniquely match your needs. Because when people come first, more is possible.

Company website | Company LinkedIn | Shari Paul 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, your host of Workplace MVP, coming to you from RISKWORLD 2022. And with me is Shari Paul. Hi, Shari.

Shari Paul: [00:00:32] Hello.

Jamie Gassmann: [00:00:33] And welcome to the episode. Give me a little background of your role and who you’re with.

Shari Paul: [00:00:38] I am here with Alliant Insurance. We are one of the largest brokers in North America. And I do all of the digital marketing, digital media for the company.

Jamie Gassmann: [00:00:52] Wonderful. And I know you have a very specific topic. I think you guys even have your own podcast. What’s the name of your podcast?

Shari Paul: [00:00:58] We do. We have quite a few podcasts actually, because we have so many different specialties that there is – my gosh – The Financial R&R with Ron and Ryan. That’s one of the most popular ones. We’ve got Digging In with our agribusiness team. And then, just a blanket Alliant specialty podcast.

Jamie Gassmann: [00:01:23] Yeah, kind of covers a whole-.

Shari Paul: [00:01:25] Yes.

Jamie Gassmann: [00:01:25] … kind of-

Shari Paul: [00:01:25] Covers gamut.

Jamie Gassmann: [00:01:26] … gamut of different topics and area of conversations around the industry. And I know one of the things that we were talking about before we jumped on our mics mix was about the power of social media in this industry. So, what are some of your thoughts around that?

Shari Paul: [00:01:42] Absolutely. You know, what’s interesting about the insurance industry is that it’s not very social media — I don’t want to say savvy, but there — it’s hard to get someone on board with doing the social media or seeing the ROI or seeing the value in it. And what we discovered with the pandemic is that there was a lot of opportunities with doing podcasts, with doing the webinars, with doing different type of digital media and digital experiences that worked out phenomenally. So, that’s-

Jamie Gassmann: [00:02:18] Yeah. So, it’s almost like creating an ecosystem from your organization, basically, that extends out of just the in-person opportunities like a conference because, obviously, the last couple of years, it wasn’t as readily available.

Shari Paul: [00:02:31] Right.

Jamie Gassmann: [00:02:31] And you know, virtually, it’s tough to network on a conference virtually.

Shari Paul: [00:02:36] It is.

Jamie Gassmann: [00:02:36] It’s what I’ve found. So, talk to me about, like if somebody was really wanting to put together kind of — from a social media perspective, kind of a program and promoting that internally, how could they build that case internally to kind of get that kind of moving through the ranks?

Shari Paul: [00:02:50] Yeah. What’s great is to find your cheerleaders, right? To find those evangelists of social media. And we have quite a few that have gone out and actually started their own blogs, they post on social media, LinkedIn, Twitter, Instagram almost daily. And from that, what we have found, actually, is we’re getting a lot of press attention. So, we have gotten quite a few journalists reach out to us based on the topics that we’ve been putting out to do interviews. So, it’s actually been phenomenal.

Jamie Gassmann: [00:03:25] Yeah. So, it’s like almost like finding those thought leaders that are willing to present themselves as that in a very public way?

Shari Paul: [00:03:32] Right. I mean, you put a thought leadership piece out or, you know, an article or something like that, or press release, and it’s one dimensional. So, you don’t really get to go into the different thoughts or, you know, it’s just that at that one time. But when you’ve got a lot of people on talking about what’s going on, you get a lot more, I think, bang for the buck there.

Jamie Gassmann: [00:03:56] Yeah, absolutely. And like staying really current with industry trends, and things that you’re seeing and you know, people that might be looking they’re looking for something right now, you know.

Shari Paul: [00:04:05] Absolutely.

Jamie Gassmann: [00:04:05] Not that happened four years ago. They want to know what’s the current world. So, if you’ve got like somebody who maybe is a little hesitant in your organization, but, you know they’re brilliant, you know, what are some of the tactics you’ve used to convince them to get behind your microphone?

Shari Paul: [00:04:20] Constantly asking. Constantly, “Come on, I know you can do it. I know you can do it.” Yes, we’ve had a few that are reluctant, but once you get them going, and they get that first podcast under their belt, then they understand that it’s easy.

Jamie Gassmann: [00:04:35] Yeah. Once they get the taste of that media, right? And the attention.

Shari Paul: [00:04:40] Yeah.

Jamie Gassmann: [00:04:40] Just like all of us, right? We can, like, thrive on that in a way.

Shari Paul: [00:04:45] Absolutely.

Jamie Gassmann: [00:04:45] So, if there was one like leaving, you know, idea or advice or concept you wanted to leave on this episode for anybody that might be listening post-show, what would that be?

Shari Paul: [00:04:57] Just do it. Jump in and do it. You know, you don’t have to worry about equipment. There’s a million different ways to do it. There is lots of, you know, mics and things that you — I mean, we do ours on Zoom, you know. So, we do produce them afterwards. But, you know, just get in there and do it. There are so many topics and so many news items that just, you know, hit the airways, that you’ve got to get something out there quick, and having someone sit down and write something or try to respond to it, it’s not as – it just doesn’t work as well as doing a podcast or or a social media feed.

Jamie Gassmann: [00:05:39] Yeah, wonderful. Well, it’s been great to have you on an episode.

Shari Paul: [00:05:42] Thank you so much.

Jamie Gassmann: [00:05:43] Yes. Thank you so much for joining us. And if somebody wanted to get a hold of you to get more information from you, how can they reach you?

Shari Paul: [00:05:50] www.alliant.com or you can give me an email at shari.paul@alliant.com.

Jamie Gassmann: [00:05:59] Wonderful. Thanks again so much for joining us.

Shari Paul: [00:06:06] Thank you.

Outro: [00:06:06] 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: Alliant Insurance Services, insurance brokerage, Jamie Gassmann, podcasting, R3 Continuum, RIMS, Risk Management, RISKWORLD 2022, Shari Paul, Social Media, Workplace MVP

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